4lex @_4lex_4

CPO & CFO @ducatstable, a BTC-native CDP stablecoin Manhattan, NY Joined September 2022

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4lex @_4lex_4

7 hours ago

Feels inevitable that we sweep the Aug/Sept lows across risk assets, or worse -employment data confirms USA ex-Mag7 is on eco. pause, if not recession -Mag7 pouring $$ into NVDA w/o earnings to show for it, inflates QQQ earnings b/c of depreciation acctg. Can't justify current…

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4lex @_4lex_4

11 hours ago

so what exactly is the "zero jobs growth is bullish for all assets" argument?

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4lex @_4lex_4

2 days ago

The recent barrage of tariff-boosting by Miran/Bessent is about buttressing the Administration's (very weak) legal case for tariffs in the court of public opinion. Miran, like Bessent, is an instinctive technocrat who must now be a 24/7 politician. FinTwit is way too hard on him

Stephen Miran @SteveMiran

2 days ago

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4lex @_4lex_4

4 days ago

The August trade was “long any token with a big DAT” The September trade will be “short any token with a big DAT” Few.

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4lex @_4lex_4

4 days ago

What’s the mNAV at which a DAT is morally obligated to sell their crypto asset to buy back shares?

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4lex @_4lex_4

4 days ago

Would be a real shame if $WLFI extractionmaxxing tanked the crypto market enough to blow over the ETH mNAV houses of cards through the remainder of this week.

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4lex @_4lex_4

6 days ago

ETH treasury companies are doing stock repurchases into insider unlocks with their mNAVs almost all underwater If ETH goes down much at all next week due to market volatility, this house of cards could fall very quickly

ETHZilla @ETHZilla_ETHZ

6 days ago

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4lex @_4lex_4

a week ago

IMHO, the supercycle is on hiatus until the non-MSTR DATs get tested by trading at a big discount to mNAV & defending mNAV by dumping ETH. How these DATs handle a big mNAV drawdown has become a huge source of uncertainty. Industry ppl hate these things in private.