Miles

MH's Insight:

[Miles @miles_hui]

@koolkrypto223 @ethena Agree. They have an impossibility of value accrual to both $ENA holders and $USDe holders. $USDe holders must be prioritized in any circumstances to protect/boost the TVL. Profit sharing/ Ecosystem values only flows to $ENA holders at a mature stage, but this risks TVL losses.

[Miles @miles_hui]

@SerenityFund Feel like we never know whether they are solvent from their debank wallet profiles!

[Miles @miles_hui]

Pure Independence https://t.co/zCICJPEega via @collabfund

[Miles @miles_hui]

@prometheusmacro No. Market is way too forward in pricing future rate cuts. When the Fed actually cut last week, the return of bonds since then is negative. I think a higher discrepancy between the market expected cuts and "realized future cuts" is needed for positive expected return now.

[Miles @miles_hui]

Real Estate Investment in Hong Kong: Buy-to-let? https://t.co/81v0swou6C