Travis

Esoteric stuff

[Avi @AviFelman]

The structure of OHM is basically like Bitconnect went to Bain and asked them to help fix everything that’s wrong with a ponzi

[Travis @travric]

@draecomino Divenire or ngmi

[Travis @travric]

Emergence of shadow banking is observable in the late stages of every debt cycle. Looks a little different each time but common characteristic is lending occurring further out on the risk curve

[Clifford @10footinvestor]

Something that has been bugging me for a few years is the proliferation of new financial businesses. I can't quite figure out where these companies fit in the world. Lending money is not new, but it's a massive growth engine for so many companies at the moment. Why?

[Travis @travric]

@Cryptomancer13 @zhusu @DeribitExchange On balance expect lower than otherwise vol

[Travis @travric]

@plebcapital Lol that ain't a shitco, that's a legitimate scam

[Travis @travric]

Now imagine being in the middle of this Venn Diagram

[Travis @travric]

@88888sAccount Lol $ddr

[Travis @travric]

@claudedwalker The noisy yanks didn't have the AUDUSD hit performance haha

[Travis @travric]

@claudedwalker March 12/13 lows US$3.5-4.5k depending on exchange

[Travis @travric]

@claudedwalker You do realise it has literally 10 bagged

[Travis @travric]

@Eagleresa Which NST acquisition comes to mind?

[Travis @travric]

@Eagleresa can you think of an example of a gold company coming undone by bringing two separate projects into production simultaneously? (and spreading bandwidth too thin)

And what about one that achieved the feat successfully? Thanks in advance

[Travis @travric]

@88888sAccount How else does one show the highly compelling US$2b NPV and 39% IRR?!

[Travis @travric]

@ignore89039500 I know, I am obsessed with financial bubbles. This paper captures my current thoughts https://t.co/XCEqXnAnka

[Travis @travric]

@ignore89039500 https://t.co/uIp36llEni

[nic carter @nic_carter]

show me on the chart where the tulips recovered three years later and rallied to a new ATH please

[Travis @travric]

@JScigala https://t.co/SXAqovdQGS

[Travis @travric]

Step 1: Backstop liquidity with your quant fund's enormous balance sheet

[SBF @SBF_FTX]

1) how to make moats

[Travis @travric]

@nsquaredcrypto https://t.co/A2E3AU9Dyn

[Travis @travric]

@Galois_Capital @cmsholdings GLBSE?

[Travis @travric]

@JosephNWalker @jtepper2 @denisehearn_ @WTF_1971