MS

crypto and trading

[MS @antery1]

RT @wintermute_t: Giga brain alert: Wintermute’s head of research was crowned the smartest person in crypto

Congrats @FrankResearcher on t…

[Wintermute Ventures @wmt_ventures]

Do you get excited about finding liquid opportunities that others miss?

And execute yield strategies across protocols, build tokenomics models with real math, source alpha through your NYC network?

Our Investment Associate role might be for you if you can also:
‣ Code in Python/SQL for on-chain analysis
‣ Execute derivatives strategies OTC
‣ Build stress-tested token models

Wintermute Ventures actively manages a substantial liquid token portfolio across L1s/L2s, DeFi, infrastructure, and emerging ecosystems

We're looking for an Investment Associate in NYC to focus on liquid strategies

If you're someone who thrives at the intersection of fundamental research, market structure, and idea generation, apply now ￬
https://t.co/7KVGzdmkW0

@Jonaskristensen @Adjoku0 @evtsk17 @0xmilkmaster

[GMCI @gmci_]

I don’t know about you guys, but I’m just chilling with all this green 💚.
​
With a benchmark of excellence, there’s no need to worry.
​
Go ahead, relax, soak up some sun, and let our indices handle the rest.

[Jake O @JO_wintermute]

Whilst we've been conditioned to compare APRs to the daily range of {insert coin}, over in trad, a 9.25% annual return trumps the long run $SPY average -- especially on a Sharpe-adjusted basis.

"Comfy in spot" is now "comfy in basis" and compression is not just a meme.

[Alexander Osipovich @aosipovich]

Robinhood now routing largest share of its customer crypto orders to Wintermute

[MS @antery1]

@jambotechnology @Aptos 🔥

[MS @antery1]

@pooksofficial pooks

[Armani Ferrante @armaniferrante]

Starting off on the right foot.

The Exchange Public Beta.

[Backpack 🎒 @Backpack]

Phase 1: Begins

1. Sign-up now → https://t.co/9lxRyqzWik

2. Complete verification to be ready for the launch drop

You will not want to miss it

[USDV.Money @USDV_Money]

1/ Introducing #VerifiedUSD ($USDV)

A native omnichain #stablecoin backed 1:1 with tokenized short-term treasuries and repos, and pegged to the equivalent value of 1 US dollar.

Press release: https://t.co/dK0UxD9wB0

[MS @antery1]

@DATADUDE13 @DangerBCrypto Decision making (+ or - EV), know your crowd (who else in the same trade / order book / poker table), know what your crowd knows about you + how they/you react

[MS @antery1]

@mrjasonchoi @theBlockcrunch Alpha alpha alpha! 💯 @mrjasonchoi and @JavierAng_ are top notch

[MS @antery1]

@Cryptoyieldinfo 虎年吉祥！may our yields be 生龙活虎 in the coming year!

[Jason Choi @mrjasonchoi]

These violent delights...

VCs & the fundraising zeitgeist in crypto 👇

[Sahil Bloom @SahilBloom]

It’s 5pm, freezing outside, and I’m two whiskies deep.

A few thoughts and hot takes (on a wide variety of topics):

[MS @antery1]

@JBagsLoaded_ETH @BillyBobBaghold Pika

[MS @antery1]

@RivoliFrYS @SpartanBlack_1 Lower inflation print -> long term less tightening to keep it under control, plus if you model inflation as annual discount rate and compare crypto as growth tech stocks, DCF under lower inflation gives higher NPV
@mrjasonchoi 's latest podcast with @gametheorizing puts it well

[MS @antery1]

@BillyBobBaghold @0xDAO_fi APR on xscream higher now at 2444.69% #YieldOnYield

[MS @antery1]

@zhusu @halabi This year moutai shareholder >100sh were allowed to 'mint' 2 bottles of feitian at orig factory price, around 50pc discount to mkt px

[Cobie @cobie]

Probabilistic thinking - https://t.co/uDofODYEoC