Crypto Snail

Learning crypto at snailpace. Macro PM at bluechip HF

[Crypto Snail @CryptoSnail10]

@MacroAlf Alf, shouldn’t they be hiking in June….what’s with the bs about sequencing and starting in July ? If as a CB you just deliver the market pricing aren’t you massively behind the curve? Shock and awe should be the order of the day

[Crypto Snail @CryptoSnail10]

@jdkanani Author of this Study (Prof Vikram Singh ) was my Classmate at IITD

[Crypto Snail @CryptoSnail10]

@vaibhavbetter Think this is just a way to to tell yourself that you (not you specifically ) are doing something about it, without actually doing anything about it…it’s good be delusional while choking on 300aqi even in summer months

[Crypto Snail @CryptoSnail10]

@coinmamba Half mcburger?

[Crypto Snail @CryptoSnail10]

@imThomasMosa @anocam_ 7 eleven atm works all the time, present everywhere too

[Crypto Snail @CryptoSnail10]

@dampedspring Misery loves company

[Crypto Snail @CryptoSnail10]

@dgntec @zhusu 100%

[Crypto Snail @CryptoSnail10]

@dampedspring Pretty excellent ytd still…question, how would this drawdown go down at a bulge bracket macro hf? Or since you are still up ~10% ytd it wouldn’t be an issue ? Thank you

[Crypto Snail @CryptoSnail10]

IYKYK 👀 @RahulDLM @singhsoro

[Crypto Snail @CryptoSnail10]

@astroport_fi @terra_money @danku_r astroport down?

[Rahul Dalmia @RahulDLM]

All the best @sahai_sharanya

[Crypto Snail @CryptoSnail10]

@RahulDLM @sahai_sharanya Rahul Dalmia is doing the gods work for the Indian crypto community

[Crypto Snail @CryptoSnail10]

@Acai4Me88 @coolcatsnft Ola amigo

[Crypto Snail @CryptoSnail10]

@pmarca @elonmusk @jack @SBF_FTX @coinbase @BoredApeYC @yugalabs

[Crypto Snail @CryptoSnail10]

@pmarca Must read

[Crypto Snail @CryptoSnail10]

@BitMEX @CryptoHayes @CryptoHayes your 3.41% cost of capital assumption is off coz It’s OAS over treasury yield…at current 10yr the cost of capital for average junk borrow ~5.8%

[Crypto Snail @CryptoSnail10]

@singhsoro Priceless

[Crypto Snail @CryptoSnail10]

@_jdkanani IYKYK

[Jaynti Kanani (JD) @jdkanani]

Do we have to say anything else? :)

Great to have you onboard, Mudit!