Jake | notstablekwon.eth

Co-founder @lithiumventures | Recovering global macro trader playing with magic internet money. Pronouns (Sir/Ser/Daddy)

[hoeem @hooeem]

To find a 100x you need to stay up to date.

To stay up to date you need to follow great crypto newsletters.

To find great crypto newsletters you need to read this thread: 🧵

[Sandra @sandraleow]

MEGA thread-on-threads of potential airdrop opportunities:

[Res @resdegen]

$PREMIA did $20M in volume for the last 30d
- Mcap = $9.5M
- Vol/Mcap = 2.1
- TVL = $7M
- Daily utilization ratio = 9.5%

$DPX did $11.6M in volume
- Map = $94M
- Vol/Mcap = 0.12
- TVL = $30.5M
- Daily util. ratio = 1.27%

Also, $premia is american options
V3 coming soon
Just FYI

[Jake | notstablekwon.eth @WjamIONS]

Shootin’ shit with @FerrumNetwork on the future of @LithiumVentures, how we got here and where we’re positioned moving forward…

Oh and I still hate the sound of my own voice 📢

https://t.co/bbEM0auLX3

[Jake | notstablekwon.eth @WjamIONS]

@a_dynamicweb @Tree_of_Alpha Plz ser give me the answer

[db @tier10k]

https://t.co/8oqZjCDXP7

[zerohedge @zerohedge]

Here we go: Atlanta Fed Q3 GDP already slashed to just 1.3% from 2.1% on Friday.

What is the definition of 3 quarters of negative GDP?

[Synthesis @synthesis_pub]

A thread 🧵: How do companies like @LithiumVentures stay competitive?

Yes, a strong community, a superior product, a clever team, a clear vision, and a bit of luck are all important.

But, in our opinion, the following is imperative...

[The_Real_Fly @The_Real_Fly]

FED'S KASHKARI: HIKING RATES BY HALF A POINT AT COMING FED MEETINGS SEEMS REASONABLE TO ME - NYT.

[H.E. Justin Sun 👨‍🚀 ��� @justinsuntron]

What do you think? 👀

[TRON DAO Reserve @trondaoreserve]

Considering accumulated #Ethereum as one of the reserve currency of #USDD.

[Jake | notstablekwon.eth @WjamIONS]

Smart money buying the diiiiiip.... $ETH $BTC

[Jake | notstablekwon.eth @WjamIONS]

Probably nothing.... $ETH

[Blockworks @Blockworks]

JUST IN: Ethereum devs announce Goerli merger for Aug 6-12, the last test before Ethereum transitions to PoS

[Jake | notstablekwon.eth @WjamIONS]

6/ Clearly a few black swans remain on the horizon (CEX insolvencies/MtGox $BTC unlock/large CPI beat), however as data softens in the coming months - the FED is now likely to slow at a quicker pace, pump risk assets and drag long duration with it... $ETH $BTC

[Jake | notstablekwon.eth @WjamIONS]

1/ Yesterday, the FED delivered another well telegraphed and 'outsized' 75bp hike, bringing rates into the neutral range of 2.25-2.50% as expected.

[Jake | notstablekwon.eth @WjamIONS]

5/ Forward looking infl. data is slowing - 1/5yr swaps are coming down, expectations revised lower and 'peak inflation' narrative picking up steam. Is the low in? Who knows... I do feel the R:R being long outweighs the short side after such an aggressive move lower.