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
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.
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 $SPY average -- especially on a Sharpe-adjusted basis.
"Comfy in spot" is now "comfy in basis" and compression is not just a meme.
1/ Introducing #VerifiedUSD ($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
@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
@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