tech now totally de-risked, index put/call and equity put call highest in last 6+ months
midterms demand policy softening if incumbents want any chance
might take a few days to settle out, but I'm looking for opportunities
Small 🧵 to share my thoughts on where $DPX is going. If you're just following along lately you'll have noticed the violent re-rating in price over the past few weeks as CT and retail slowly close the perceived value-price gap.
That said, this is only the beginning. 👇 1/8
@cobie@aantonop I love this picture, feel a lil nostalgic. Really respect all the ogs that believed in bitcoin for real, everybody was mocking bitcoin - everybody
@ZenoCapitaI @danielesesta@mazurson@gemspiral@0xSifu Sifu is doxxed to @danielesesta who is 100% doxxed. My point is that they are clear sifu and Dani are making the decisions for the treasury - if it is concerning than just don't buy. Also the multi-sig are some serious people like Stani Kulechov and Riccardo Spagni
@ZenoCapitaI @fcklupi @JukeXrp@danielesesta@0xSifu@AssureDefi With projects like ohm, time - if they want to rug you nothing can stop them - the market clearly showed it. It's a bet on people after all
@ZenoCapitaI @danielesesta@mazurson@gemspiral@0xSifu If anybody thinks that a dao can invest and every single investment decision needs to be voted by thousands of people - go on do it ser. I think yearly performance evaluation and then voting to either replace or continue treasury management is the best way to go
@ZenoCapitaI @danielesesta@mazurson@gemspiral@0xSifu https://t.co/M3eltjovgc It was in december last year - everybody who is not happy with Sifu as a treasury manager could have either voted or sold there $time.