dave w

[Conor @jconorgrogan]

On 6/8/22, 2 mystery wallets withdrew $75M+ of stETH from FTX

They then proceeded to market-sell everything, kicking off a "de-peg" event seen as one of the contributing factors to Celsius's bankrun and the demise of 3AC

We know today that SBF/Alameda was behind these sales

[TacoRollz @RollzTaco]

@SBF_FTX

[Westie (rev/acc) 🟪 @WestieCapital]

"Fat Protocol Thesis" is dead

"Fat App Thesis" is here to stay

A 🧵 on the biggest paradigm shift in how we will value crypto tokens going forward (x/16)

[FatMan @FatManTerra]

Why did Jump bail Wormhole out for $320m? There is no such thing as a free lunch. These people are not altruistic. The bill always comes due. I don't know the exact attack vector they plan to use, and I'll try to learn more, but my best guess is a large-scale MEV 'attack'. (2/2)

[dave w @dwizcrypto]

TradFi vs. DeFi:
Crypto Billionaire Rankles Wall Street With Futures-Trading Plan https://t.co/anb21gbyM9

[Kyle Samani @KyleSamani]

My latest blog post

Rebundling the Audio Value Chain

https://t.co/Ues9nv7y9j

[dave w @dwizcrypto]

...and this limits the appeal and the long-term sustainability of the culture that emerges around these items." https://t.co/WhjUVCtRbv

[dave w @dwizcrypto]

"A common criticism of the "web3" space as it exists today is how money-oriented everything is. People celebrate the ownership, and outright waste, of large amounts of wealth...

[dave w @dwizcrypto]

https://t.co/45Fvp2dF08