ORΞ

renewable energy private equity. research at @unpoorcapital

[ORΞ @ore_eth]

$FUNGI

[ORΞ @ore_eth]

@hazadozzarelli 3/ slight ramble, but main point was with less overall monetization from transferability (depreciation benefits) which will seemingly take more of TE, increasingly “hairy” offtake, and higher rates - financing broadly is notable concern for PE strat / proj dev in my mind

[ORΞ @ore_eth]

@hazadozzarelli 2/ but project rev is becoming increasingly merchant- meaning sell down market is worse / less value realized, and backleverage value is less (esp in relatively higher rate environment). Need to consider what factors drives offtakers - given them that drives sell down + fin

[ORΞ @ore_eth]

@0xTuti @nvr_stochastic soon

[ORΞ @ore_eth]

Whales be dumping... https://t.co/kdOn3b6J6o

[ORΞ @ore_eth]

@nvr_stochastic Should’ve picked up some shitcoins a year ago and this post would’ve been me on the alps instead

[ORΞ @ore_eth]

@Iberia_en did not manage to send to send my bag to Spain from JFK and it’s been 3 days - still waiting. Bag is in NY still. This is fucking ridiculous

[ORΞ @ore_eth]

@hype_eth boomer

[ORΞ @ore_eth]

IMO lack of trust in CEXs means: 1) some retail swapping to fiat and withdrawing to tradfi; 2) some withdrawing tokens to other hot wallets / cold storage; 3) others moving tokens to a DEX. 2+3 leans slightly towards bullish. 1 is short term bearish but long term bullish.

[ORΞ @ore_eth]

@cryptocomcs @bigdeemc Same here

[ORΞ @ore_eth]

“I was scared to fight you… but without fear, there is no bravery” - @DustinPoirier 😤

https://t.co/2oer7cdsUe

[ORΞ @ore_eth]

@loldefi Outperforming

[ORΞ @ore_eth]

@JustnThePhotog We flipped so far negative it's now greed again

[ORΞ @ore_eth]

@MarioNawfal @anonscontent Doesn’t seem legit. This plane has completed the exact same trip on 11/5.

[ORΞ @ore_eth]

@JustnThePhotog I wouldn't try to rationalize it. Too many factors: tokens frozen (to be liquidated) / stolen, accounts not withdrawal-able (so people acting irrationally), market manipulation. Safe to say you can assume it's NOT an efficient market - don't trade accordingly

[ORΞ @ore_eth]

near term contagion likely limited to the "FTX Acq" section of names; but the remaining investments already received capital so no immediate risk - but rather go through fire sale to recoup capital - thus valuations will get cut heavy (private markets will be hurting as result)

[Crypto Crib @Crypto_Crib_]

SBF’s investments:

[ORΞ @ore_eth]

@mewn21 Just a matter of time before FTX declares bankruptcy