convexity adventures ♞☕️

adventures in data x blockchains & onchain economy | enjoy ☕️📚🍣 🏞️

[convexity adventures ♞☕️ @xtines_lee]

@benkellyone boring

[convexity adventures ♞☕️ @xtines_lee]

@AndrewPierno Send

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

You all keep thinking CB's can actually control inflation by trying to suppress demand. Here is the problem right now. We are in a structural supply deficit across energy, metals, and ags. CB's cant fix this.

[convexity adventures ♞☕️ @xtines_lee]

@orenmeetsworld Please add thanks 👍

[convexity adventures ♞☕️ @xtines_lee]

@TokenTax team🆘 @milesalex

Can I work w Support on how to rectify transaction items relating to Ether <>cross-chain token bridging where TokenTax platform's treatment currently leads to missing cost basis for these items?

Appreciate specific pointers we tried everything 🙏

[DCinvestor @DCinvestor]

the crazy thing about crypto is that almost all of the relevant information to have an edge is all 100% public

this is in stark contrast to investing in a lot of industries

all you need to do is seek the truth, understand it, and act on it

few do, many fail

[Balaji @balajis]

If you’ve been fortunate enough to do well this year, consider joining me and @VitalikButerin by donating at the addresses below.

But if all you have is Twitter, help spread the word. For every RT, I’ll donate another $50 to fight COVID in India, up to $100k. #cryptovscovid

[Willy Woo @willywoo]

#marketupdate, breaking it down, post mortem.

We just saw the single largest 1-day drop in mining hash rate since Nov 2017. The hash rate on the network essentially halved, causing mayhem in BTC price as it crashed.

[10-K Diver @10kdiver]

1/

Get a cup of coffee.

In this thread, I'd like to share with you a simple way to measure and track your progress towards financial independence.

[convexity adventures ♞☕️ @xtines_lee]

@10kdiver @readwiseio save thread

[Dan Price @DanPriceSeattle]

There is no connection between the stock market and reality.

A thread:

1. Airlines spent 96% of free cash flow on stock buybacks for a decade, then cut 90,000 jobs as soon as trouble hits. Then they got a $50 billion bailout
https://t.co/9vwa4TpaSn

[convexity adventures ♞☕️ @xtines_lee]

"“It’s a higher cliff from which they are falling..

so the loss severity is going to be greater & the probability of default is going to be greater.”

[convexity adventures ♞☕️ @xtines_lee]

Is CMBS a ticking 💣?

"The result: Many properties may have borrowed more than they could afford to pay back..making a CMBS crash both more likely and more damaging..."

https://t.co/fb0B1DSfDf

[10-K Diver @10kdiver]

1/

Get a cup of coffee.

In this thread, I'll help you understand Geometric Expectations.

[Ben Kaufman @_benkaufman]

🤡🌎:

- Citadel received $200 million from taxpayers money in 2008 bailout.

- Bernanke, who granted the bailout, now works for Citadel.

- Citadel paid Yellen nearly $1 million “speaking fees”.

- Yellen now advices Biden on the GME situation where Citadel was losing on shorts.

[Ray Dalio @RayDalio]

I am writing this to clarify what I think of Bitcoin. https://t.co/l1NHOlRgoM

[Judd Legum @JuddLegum]

12. Here is Robinhood acting in a way that benefits Griffin its other business partners.

We need to explore why they are doing this.

https://t.co/26pyBtj4ec

https://t.co/ISlZfsXKQ8

[Otavio (Tavi) Costa @TaviCosta]

Amazes me how levered small caps are today.

Almost 13x Debt to EBITDA.

Absolutely no comparison to prior times.

[convexity adventures ♞☕️ @xtines_lee]

@Larrypcdotcom @deanrey3 @VivekVentures @sassal0x Hi Larry, what are some reputable platforms to stake ETH for yield? Thanks

[Preston Pysh @PrestonPysh]

If anyone's interested in learning about #Bitcoin, I highly recommend this free, 24 course video lecture series brought to you by MIT.

The teacher is professor Gary Gensler - the incoming SEC Chairman. Enjoy.

https://t.co/xZmuGGuetW