Happy Wednesday. FOMC decision and BIG earnings.
Big Tech is coming onchain, meanwhile 60% of the S&P 500 is on a path to tokenization, Visa is moving real money on Polygon, and onchain credit hit 5.58B.
A lot to unpack.
1:00p EST @Bebert0x - @PortofinoTech
1:30p EST @Shehram_K - @TrustWallet
2:00p EST @Solofunk - @serotonin_hq
2:30p EST @lalleclausen - @1kxnetwork
3:00p EST Billy Miller - @Securitize
See you on the show.
A solid piece I'm seeing shared in quite a few places. I'd add:
1/ In a world of entre, be a preneur.
With technological access becoming ubiquitous, judgment isn't the most important resource; agency is. Success, in its typical measures, will increasingly be governed by people who optimize the decision to act rather than over-index on traditional paradigms (e.g. Ivy education to top 3 IB route).
2/ Every decision is an option, and sometimes the free ones are the most expensive.
I still fondly recall an old mentor telling me this when I first started trading. By that logic, we're all paying theta (time value) every day, so you might as well maximize your gamma. Practically, that means expanding your luck surface area: breadth of exposure across different problem spaces often compounds better than singular focus.
Weโre heading to ETHDenver ๐บ๐ธ
๐ Denver | ๐ Feb 17โ21
Our SVP Token Services Adrien Bertholom will be on site to talk all things liquidity, market structure, and token trading.
Attending?
๐ DM us to meet up at ETHDenver. @bebert0x#ETHDenver#Liquidity#CryptoMarkets #MarketStructure
Ray Dalio just said the quiet part out loud.
"If you depreciate the money, it makes everything look like it's going up."
The Stock Market boom is a lieโฆ
We are witnessing the death of the Dollar, not the growth of the economy.
99% of people have no idea.
๐๐ผ๐บ๐ฒ ๐บ๐ฒ๐ฒ๐ ๐๐ ๐ถ๐ป ๐๐ฏ๐ ๐๐ต๐ฎ๐ฏ๐ถ! ๐ฆ๐ช
Meet Adrien from Portofino at @solana#Breakpoint on 11-13 Dec, talking market making, deep liquidity and institutional-grade OTC trading.
Want to schedule a chat? ๐ DM @bebert0x@SolanaConf#Crypto#web3
Monaco Research has appointed Goldman Sachs alum Simran Singh as CEO.
Singh, previously Head of DeFi Trading at @GSR_io, will align @monacotradingโs development of Wall Street-grade trading infrastructure with the demands of professional traders.
"Monaco's infrastructure is going to power the next generation of institutional-grade onchain trading," said @0xTurbanUrban "We're building the connective tissue between DeFi and traditional markets."
See you in Monaco โญ๏ธ