Pat Jaffe

Aussie in London. Commercial strategy @ eucalyptus, ex-McKinsey, ex-DeFi, ex-JPM

[Pat Jaffe @isthatPatJaffe]

Statement from the White House yesterday blaming China for the GFC… that is NOT what Margot Robbie told me in the bubble bath in The Big Short

[Pat Jaffe @isthatPatJaffe]

While everyone’s looking at stock prices, the smart money is watching bonds. Find out why: https://t.co/fzCeG3x2oO

[Thor @0xThoor]

Which perp protocol is doing better currently?🧐

@GMX_IO
@GainsNetwork_io
@mycelium_xyz

Let's look at the past 14d metrics such as fees, volume, user adoption but also P/E ratio, yield & more🧵 1/9

[vitalik.eth @VitalikButerin]

Thread: some still open contradictions in my thoughts and my values, that I have been thinking about but still don't feel like I've fully resolved.

[Pat Jaffe @isthatPatJaffe]

9/9 There is a high probability your computer will not be able to display the amount of decimal places required to read $LUNA price over the next few days. There is no rationale upside opportunity until all of the debt (UST) holders have been satisfied.

[Pat Jaffe @isthatPatJaffe]

Have heard more than one person tossing up “buying the dip” on LUNA. It is currently down 99.99% in the last couple days since UST depegged.

A naive view is “It is down so much, this must be a buy opportunity if they pull off a comeback!”

flawed thinking at this time, a 🧵

[Pat Jaffe @isthatPatJaffe]

8/n The Terra blockchain, which LUNA powers, has been halted. The cheaper it gets, the more likely it is that somebody can buy it up and attack the network by gaining control of a majority of the nodes. This would make prob. of a comeback similar to LUNA’s current price.

[Pat Jaffe @isthatPatJaffe]

@maxmarchione Im backing Video games

[Pat Jaffe @isthatPatJaffe]

why do i feel like as soon as all circulating $UST has been liquidated the mother of all short squeezes will begin on $LUNA

[Pat Jaffe @isthatPatJaffe]

@Bob_Boyle_1662 Bear bull or crab market I am irresponsibly long on @Bob_Boyle_1662

[Pat Jaffe @isthatPatJaffe]

Grim timing but I just completed a personal project which culminates in my bear theses and critiques of the crypto market. Check it out here: https://t.co/23sZiJgtvE

[Pat Jaffe @isthatPatJaffe]

Very interested to see if $UST situation drives more or less people to $USN

[noodles @crypto_noodles]

You can't talk about perps without talking about the king: @dYdX

Wonder why $DYDX has been down only?

👇 👇 Come at the king, best not miss 👇 👇

[Pat Jaffe @isthatPatJaffe]

@heeney_luke Policy from labor seems like an election strategy minded attempt to signal they care about affordable housing without pissing anyone off in the process