Gideon Capital

Tweets != investing advice

[Gideon Capital @gideon_cap]

@liensofnewyork talking about $ROKU?

[Alice Evans @_alice_evans]

Coupling and Fertility are Falling.

In Finland, Mexico, Peru, South Korea, Thailand, Turkey and the US, both are going down.

Superb column by @jburnmurdoch

A must-read for anyone interested in why fertility is falling, and how to respond.

🧵

[CN Wire @Sino_Market]

FTX Japan Ordered by Regulator to Suspend Operations Following Withdrawal Halt - Coindesk
#FTX

[Adam Cochran (adamscochran.eth) @adamscochran]

Yeah.

There it is.

This is why they are "winding down"

[db @tier10k]

[DB] Tether Begins Freezing FTX USDT at the Request of Law Enforcement While Investigations Occur: Tether Exec

[Gideon Capital @gideon_cap]

@AnthonyLeeZhang Traditional female fields (like nursing and education) pay less than traditional male fields. But #feminism still calls it wage discrimination when a kindergarten teacher makes less than a plumber.

[Gideon Capital @gideon_cap]

it's also an underestimated factor behind the notorious gender wage gap that has nothing to do with discrimination: on average men optimize for money while women optimize for meaning when choosing work.

[Gideon Capital @gideon_cap]

@0xHanamichi @Wonderland_fi @0xSifu It is also possible that the reserves went into some new wallet in the hunt for the top 20 TVL spot on #FTM.

[Gideon Capital @gideon_cap]

Here is yet another "post-meltdown" $OHM-fork snapshot.

$WMEMO $KLIMA $BTRFLY $IN $ROME $HEC $TEMPLE $SPA

#DeFi

[Gideon Capital @gideon_cap]

@0xHanamichi @Wonderland_fi @0xSifu I'm afraid that's what is going on. The question is what is backing the backing price? Can't be $WMEMO! Hope we get some clarification here soon.

[Gideon Capital @gideon_cap]

It's therefore unclear, why $KLIMA still offers $BCT bonds at a discount of 5.05%.

[Gideon Capital @gideon_cap]

$KLIMA's mkt cap is now almost fully backed by locked carbon tonnes #BCT. While this might be good news from a vaulation perspective, it also means that newly minted tokens don't generate wealth for current protocol owners.

[Gideon Capital @gideon_cap]

@WartuII I will definitely get in touch.

[Gideon Capital @gideon_cap]

Here is a shortened mid-week update of my $OHM-fork table. The deep value plays $TEMPLE $SPA held up nicely, despite the market turmoil.

$MEMO $TIME $KLIMA $BTRFLY $IN $ROME $HEC

#DeFi

[Gideon Capital @gideon_cap]

It was also short-lived as the protocol issued buybacks, thereby succesfully defending the intrinsic value of the protocol.
https://t.co/3nycDHJV4E

[0xsifu @0xSifu]

It looks like we finally have an opportunity to test the buyback promise @Wonderland_fi. Several million has once again been used to buy below our backing price, returning the price to our intrinsic value.

As a reminder: Unlike most others: Wonderland buys at the backing price.

[Gideon Capital @gideon_cap]

Anyways, given that @danielesesta delivered the most succesful protocol in this space, yesterday's market correction fro $TIME $MEMO seemed excessive.