DS

Finance · Trading · Risk Analytics

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[DS @dynamic_io]

@IOHK_Charles I was just thinking about that

[DS @dynamic_io]

@CardanoRami @wafflepool Cardano needs an investment policy and a risk framework how the treasury is managed

Every sovereign wealth fund and university endowment fund has one

[DS @dynamic_io]

@phil_uplc A better alternative would be to give half the money to 10 competent devs to fund defi build for 1 years, then give the other half of the budget to pay for marketing of those apps

Call it a defi plan and track progress through a dashboard

[DS @dynamic_io]

@USDMOfficial are you MiCA compliant? NBX seems to suggest you are

[DS @dynamic_io]

@Cryptofly777 Wrong, you want a high ada price + Leios + change parameters to make txs cheaper

A higher ada price gives Cardano better standing vs other chains

[DS @dynamic_io]

#MidnightNetwork also represented on stage

[DS @dynamic_io]

Fred doing a good job pacing the floor at #ParisBlockchainWeek and talking about #Cardano

[DS @dynamic_io]

@Cointelegraph @adam3us

[DS @dynamic_io]

@zerohedge True that AI can write software, but it takes something more to write good software that users will use and trust

[DS @dynamic_io]

@CoinMarketCap That would be an ETF squared

[DS @dynamic_io]

@zerohedge The crowd is legible in hindsight. In real time, positioning data is noisy and always one week late. The trade is not recognising the setup. The trade is sizing it to survive being early.

[DS @dynamic_io]

Public chains have been structurally incompatible with institutional flow because every trade is visible No bank executes a block on a transparent ledger. That has capped adoption, not throughput Midnight, Aztec, Polygon ZK, now XRPL. Every credible chain is building the same privacy layer because they are chasing the same customer: banks, asset managers, corporates.

[DS @dynamic_io]

Public chains have been structurally incompatible with institutional flow because every trade is visible

No bank executes a block on a transparent ledger. That has capped adoption, not throughput

Midnight, Aztec, Polygon ZK, now XRPL

Every credible chain is building the same privacy layer because they are chasing the same customer: banks, asset managers, corporates.

[DS @dynamic_io]

IMF forecasts are lagging and the "weakest since pandemic" line is built for headlines.

The substantive question is the transmission mechanism

Hormuz carries roughly 20% of global oil flows, and the second-order hit lands through shipping insurance premia and European gas

None of that is priced yet

The market is still trading peace-talk probability, not the tail

[DS @dynamic_io]

@cryptoquant_com @t0_god Rising leverage is consistent with a new cycle starting and also with a blow-off top. You only know which one it was after the liquidation

[DS @dynamic_io]

@coinbureau A voluntary pause lets Tehran avoid a direct test of the blockade while keeping the peace track alive, and it lets Washington declare the threat credible without firing a shot

For oil, this is near-term de-escalation with a conditional tail

[DS @dynamic_io]

A 12 point drop in a single social indicator over 40 years is a large move.

Housing access has collapsed for this cohort, partnership and family formation are delayed by nearly a decade, and the smartphone era coincides with the steepest part of the curve

Income is higher, but the things income used to buy at that age are no longer available to buy

[DS @dynamic_io]

@Cointelegraph @Houlgrave @WalletConnect @CertiK Good going @Cardano_CF - taking the stage is always good for visibility

[DS @dynamic_io]

Knowledge work output has never scaled linearly with hours.

A four-day week does not unlock new productivity. It forces prioritisation, which cuts the low-value fifth day that was already there.

What happens to deep work that needs sustained context?

Compression helps shallow tasks and hurts the ones that benefit from slack

[DS @dynamic_io]

@zerohedge Xi is framing China as the stable alternative to Western policy chaos