Sebas Villafuerte

Crypto investor. Art enthusiast

[Sebas Villafuerte @thesebasv]

I just published a report on @AerodromeFi, covering protocol strength, token risk, Ethereum expansion, and whether its model can create sustainable value.

Read it here for a clearer framework on aerodrome-finance:native, veAERO, emissions, and the path to Aero.

[Sebas Villafuerte @thesebasv]

https://t.co/pWGWf3uhGt

[Sebas Villafuerte @thesebasv]

@JIMMYEDGAR “Effort” is delay

[Sebas Villafuerte @thesebasv]

@0xMasterCrypto1 @AerodromeFi Yes, it is important to note that. But there’s also a case for real growth behind that strategy if they execute it while building better infrastructure

[Sebas Villafuerte @thesebasv]

I just published a report on @AerodromeFi, covering protocol strength, token risk, Ethereum expansion, and whether its model can create sustainable value.

Read it here for a clearer framework on aerodrome-finance:native, veAERO, emissions, and the path to Aero.

[Sebas Villafuerte @thesebasv]

https://t.co/pWGWf3uhGt

[Sebas Villafuerte @thesebasv]

@Ramsesstats @AerodromeFi Thank you guys! I’ll check this and dm you with my insights

[Sebas Villafuerte @thesebasv]

@_reem1x_ @AerodromeFi @wagmiAlexander @DromosLabs Thank you 🙏🏼 what do you think about my risk analysis?

[Sebas Villafuerte @thesebasv]

@mrwildcat7 @AerodromeFi @Blockworks Thanks for sharing! I’m glad you find this useful 😎

[Sebas Villafuerte @thesebasv]

I just published a report on @AerodromeFi, covering protocol strength, token risk, Ethereum expansion, and whether its model can create sustainable value.

Read it here for a clearer framework on aerodrome-finance:native, veAERO, emissions, and the path to Aero.

[Sebas Villafuerte @thesebasv]

https://t.co/pWGWf3uhGt

[Sebas Villafuerte @thesebasv]

https://t.co/pWGWf3uhGt

[Jurrien Timmer @TimmerFidelity]

I continue to watch Bitcoin here following its mild winter from $126k to $60k. Its momentum and Sharpe Ratio continues to improve vs gold and other asset classes (including commodities). There has been a clear rotation away from gold ETPs back into Bitcoin ETPs.

While Bitcoin’s true believers say that you should never sell, for me Bitcoin is one of many assets to choose from on the 60/20/20 menu, and there are levels at which Bitcoin makes sense and at which it doesn’t. Per the chart below, which shows the detrended gold/Bitcoin ratio in blue and the spread between Bitcoin and its power law in pink, at the recent low we got a double-accumulation signal. If the bear flag in the earlier chart gets rejected by new highs, the next bull may be underway.

[Sebas Villafuerte @thesebasv]

@SimonDixonTwitt You a real one. Thanks 🙏🏼

[Sebas Villafuerte @thesebasv]

Also art

[Bull Theory @BullTheoryio]

https://t.co/PDUI6U3LqX

[Sebas Villafuerte @thesebasv]

Art

[jimmy @JIMMYEDGAR]

https://t.co/tirqyA1vcl

[Sebas Villafuerte @thesebasv]

@infraa_ Same here. Prepared to add more around $60K

[Sebas Villafuerte @thesebasv]

@aristomarinetti Nietzsche was so misunderstood by society.

A true genius

[Sebas Villafuerte @thesebasv]

@infraa_ @milocredit Me too

[Sebas Villafuerte @thesebasv]

@infraa_ You’re not crazy you understand what’s going on

[Sebas Villafuerte @thesebasv]

@BitQua @sunnydecree Because he is centralizing and securitizing the only real and sovereign form of money in the world, taking it off self custody so the banks don’t lose their monopoly on wealth distribution and money printing

[Sebas Villafuerte @thesebasv]

@JacalCrypto Solid analysis. Same here. Still, I won't be trading this week.

[Sebas Villafuerte @thesebasv]

@JacalCrypto All markets pumping… let's see if they hold tomorrow