Picaroon

All things crypto. DAOs & Market design

[Picaroon @picarooninc]

♥️🚀🎯🤩

[Daniel Ospina @_Daniel_Ospina]

Once I understood that digital platforms, DAOs, and Network States are fundamentally the same, I finally understood that the problem is one of public vs private sector investment and (financial) regeneration

Here @MazzucatoM's work is 🔥🔥🔥 and a key part of @RnDAO__ org design

[SebVentures @SebVentures]

Can we break $300M before the end of EthCC? 🚀
The dashboard to track the rise of tokenized public securities (mainly t-bills related) => https://t.co/HKH6fDwb0N

[Robot James 🤖🏖 @therobotjames]

if you naively simulate trading illiquid stuff, your assumptions around fills will totally dominate your results.

get a universe of illiquid stuff, normalize it, simulate buying the stuff that looks cheap, selling the stuff that looks expensive.

[Picaroon @picarooninc]

@SebVentures Taxes. People don't want to exit.

[SebVentures @SebVentures]

1/ Let’s discuss @B_Eichengreen last paper “Stablecoin Devaluation Risk”
Especially the fact that stablecoin have an inconvenience yield.
I'm again asking for academics to actually study real life instead of dreaming and producing misinformation.

[Picaroon @picarooninc]

@SebVentures @jp_koning I suppose the limit is for protection. Could have that move higher sometimes or being adjustable. I wonder about pro accounts though. I believe it's different.

[Picaroon @picarooninc]

@SebVentures @jp_koning It is very bank dependent. Boursorama is instant everywhere. Lcl is slow everywhere and they offer you too get instant transfers sometimes for 1€. I don't know about neo banks though. Any feedback here?

[Picaroon @picarooninc]

@pedrouid @_Daniel_Ospina Thx 🙏

[Picaroon @picarooninc]

@pedrouid @_Daniel_Ospina Great. Which is it then? ;)

[KKGB @INArteCarloDoss]

It became a filthy habit of the woke libs crowd to incite religious hate and divisions by slandering people with antisemitism labels when they have in no way referred to the religion or community in any of their discourse. Criticizing Soros does not, in any way, qualify as antisemitism. Lay off this Politburo lowly slander tactics. This is no less disgusting and condemnable than accusing Soros of being a humanity hater, a pretty serious accusation and one that clearly comes unsubstantiated.

[Daniel Ospina @_Daniel_Ospina]

Many are second-guessing DAOs. Please don't!

DAOs V1 don't need to be second guesses, they're outright unusable for most situations!

But this is not the end of the road. DAOs are not cast in stone, the approach is evolving

DAOs V2 are coming

[Robot James 🤖🏖 @therobotjames]

for small independent traders who are "full-time", applying "pro" trading approaches at tiny scale or in highly constrained places can work.

>play where your tiny size is actually size
>or do the arb but just trade the good leg
>or be in and out like a ninja on the 1 lot

[Thea L 🦊 @foxglobalinvest]

A @kittysquiddy Special: This month in China, April 2023 🇨🇳🧵

[Federico @fededaffina]

ERC-4337 is a new standard built on top of the EVM that will likely have profound implications for wallets and the wider crypto industry.

https://t.co/4XCV53sZoD

This piece is an attempt at thinking through some of the immediate and less obvious market implications of @erc4337.

[boaz weinstein @boazweinstein]

This 9 part🧵about the private debt markets is written by one of the people I most respect in credit. @kieranwgoodwin was my biggest competitor during the foundational years when CDS was created. After that, he was the partner at King Street who made their ‘08 into a positive year and then later ran Panning Capital. Let’s hope this excellent piece is the start of his nascent tweeting activities. Let’s get him to 10k followers to encourage him to do more.

[Picaroon @picarooninc]

@notjuve @coinfessions Cause they have decentralized interests

[Picaroon @picarooninc]

@_Daniel_Ospina Yes, higher rates will smooth the rest

[Picaroon @picarooninc]

@DegenSpartan https://t.co/nCz7D6Vtxx

[Picaroon @picarooninc]

@AnthonyLeeZhang You mean brands. Not food.