Raymond Jonathon Tantero

crypto investor @ hedge fund, | will post random musings if and when they occur, pseudonym

[Dirac @0110dir]

Why, after several years, have we still not seen any adoption of key infra like Filecoin, Arweave, The Graph, etc?

For example, on Q3 revenue of $64k, the Graph was trading at a 3900x FDV/Rev multiple a few days ago

And what will drive adoption moving forward?

[Raymond Jonathon Tantero @RTantero]

@Robot1010101 @Loremaster0x1 @OriginalRocka @AnonNgmi UXD Hasn’t launched yet

[Raymond Jonathon Tantero @RTantero]

@0xtuba what do you think is the best way to do so for stablecoins?

[Raymond Jonathon Tantero @RTantero]

@KentoInami @LemmaFinance @mrinconcruz @nik_hayes @SrikarVaradaraj @solana @UXDProtocol this is why the corporate world invented Mergers 🥺 to bring the spice “in the family”

[Raymond Jonathon Tantero @RTantero]

anyone else go to https://t.co/lAgeAsC8DV and just scroll through the land of the lost NFTs?

[Raymond Jonathon Tantero @RTantero]

@danrobinson @zack_bitcoin @haydenzadams @Uniswap Dan, I have tried to derive this, getting something slightly different. Do you have a derivation to share?

[Raymond Jonathon Tantero @RTantero]

@haydenzadams @Uniswap Have tried to derive this, getting something slightly different. Can you please share a derivation?

[Raymond Jonathon Tantero @RTantero]

@0xChiRho @UXDProtocol Spoke to the mods, they’ve been a bit too liberal on the bans, but only because there’s been a lot of spam. I don’t think yours warranted a ban, sounds like this was really collateral damage

[Raymond Jonathon Tantero @RTantero]

@0xChiRho @UXDProtocol What’s your discord handle? I wouldn’t expect anyone to lie but weirder things have happened

[Raymond Jonathon Tantero @RTantero]

@alpinestar17 so you claimed to get banned in the UXD protocol discord and then when asked for proof that it was unwarranted, deleted the claim that you were banned? I see.

[Raymond Jonathon Tantero @RTantero]

why are we not seeing (afaik) market makers step in to act as verifiers on optimistic roll ups, and provide immediate liquidity back on-chain? Seems like a service that could charge 50bps and increase adoption? Am I missing something?@optimismPBC @arbitrum @MetisDAO @gakonst

[Raymond Jonathon Tantero @RTantero]

Sad to be leaving Lisbon for Breakpoint. Excited for what is to come next year! @SolanaConf @solana

[Raymond Jonathon Tantero @RTantero]

@avalancheavax is there any work being done re jurisdiction specific sub-nets? Can avalanche in its current form handle this sort of thing? Or is it better to build separate jurisdiction parachains on somewhere like @Polkadot ?

[Raymond Jonathon Tantero @RTantero]

Maybe a job for @TheBlockRes

[Raymond Jonathon Tantero @RTantero]

Any formal research yet on DAO structures? @MakerDAO @BitDAO_Official @CurveFinance @AaveAave would be great to see an academic-ish report evaluating things like risk internalization (for protocols like @UXDProtocol), task delegation, treasury mgmt., voting procedures, etc!

[Raymond Jonathon Tantero @RTantero]

Has anyone done any work exploring the use of ambiguity in smart contracts? In traditional legal contracts, it’s commonly said that ambiguity allows for “negotiation ex post” which can be quite useful. To what extent maybe is randomness a good proxy for ambiguity in edge cases?

[Raymond Jonathon Tantero @RTantero]

@_Dave__White_ @andy8052 @danrobinson 2. I don’t think EV is the right way to look at the buyout option, the risk of your RICKS going to zero increases the vol of the asset, which hinders mainstream adoption

[Raymond Jonathon Tantero @RTantero]

@_Dave__White_ @andy8052 @danrobinson great contribution. though two obvious difficulties 1. it would be unreasonable for a single holder to manage more than a few RICKS given the active management aspect, which dilutes a lot of the point of fractionalization in my mind - portfolio construction

[Raymond Jonathon Tantero @RTantero]

What are the current projects solving consumer finance and identity problems in DeFi? Anyone using zk-snarks to do so? What’s the state of thought on DeFi “identity “ tracking?