Dirac @0110dir

credit investing and trading // views my own Dubai, UAE Joined December 2021

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Dirac @0110dir

3 years ago

Quick look at SIVB probably caps losses at 15% MAX if I were betting Most likely outcome in my mind is 0%, given reg. bodies involved + a decent chance of a sale over the weekend. It’s good politics. Even at 15% loss USDC at 96-97 is mispriced. 15% * 8.5% assets = 1.2% loss.

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Tracy Wang @0x_tracy

3 years ago

NEW: Feds are investigating *that* dev who made 11 anon alts in order to build Solana ponzis that pumped billions in TVL only to soft rug and later move over to Aptos Just imagine what Ian, Avi and Sam could accomplish together

CoinDesk @CoinDesk

3 years ago

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Dirac @0110dir

3 years ago

Centralized system collapses are very public and often result in total loss Decentralized system incremental failures are less widely known (e.g losing pkey) Possible in the long run, regulated centralized system has less total losses than continuous small decentralized losses

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Dirac @0110dir

3 years ago

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?

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Dirac @0110dir

3 years ago

friendly reminder that essentially no one on crypto twitter should be commenting on bankruptcy law, you’ll likely be led astray by listening

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Dirac @0110dir

3 years ago

as with everything, the incentives of CZ to support/let go of FTT value depends on nuanced things Many of which we don’t have access to For example, if FTT collateralized loans also have security against other assets of real value, then FTT is worth a lot to CZ