Modest Capital @CapitalModest

Deploy Wisely Joined April 2020

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Reid Yager @0xYager

2 months ago

The MEV Letter #0 July 10, 2023 A weekly collection of papers, articles and resources related to MEV.

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forget ur ath, forget ur old trading size, adjust to the current situation and conditions most ppl (incl old me) blow up because they get used to trading a certain size, and then as they take losses it necessarily increases their leverage if you take ur levg balance and ape it…

Sensei @senseii_gg

2 months ago

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Dave White @_Dave__White_

4 months ago

The future holds a million stablecoins. Today's infra isn't ready. Introducing Orbital, an automated market maker for pools of 2, 3, or 10,000 stablecoins. Orbital unlocks capital efficiency by bringing concentrated liquidity to higher dimensions. w/ @danrobinson @ciamac 1/8

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Vance Spencer @pythianism

4 months ago

Circle IPO pricing at $6bn+ range is likely to rerate $MKR/SKY, which trades at 25% the FDV despite: Circle/$SKY same net income, $SKY has $250K of buybacks per day vs. Circle at 0 , $SKY has $250K of dividends per day to $SKY stakers (25% APY) vs. Circle at 0, and faster…

matthew sigel, recovering CFA @matthew_sigel

4 months ago

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Santiago R Santos @santiagoroel

4 months ago

been using a variety of AI tools in my workflow (chatgpt, perpelxity, granola, whispr flow, canva ai) and haven't felt the need to hire for specific roles for example haven't felt the need to have analysts when I can leverage deep research Recently started using Cava's AI…

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Emperor Osmo 🐂 🎯 @Flowslikeosmo

5 months ago

The Stablecoin Revolution is here. Stablecoins will onboard trillions into the crypto markets. Projects capitalizing on this growth will be kingmaker plays. This is my most comprehensive guide on capturing the upside of this secular trend. 🧵⬇️

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jussy @jussy_world

8 months ago

3 Strategies that will boost your USDC earnings. Passive 20% / 180% APY, with a full breakdown of earnings. Lend $100, Borrow $500. Let me show you: 🧵

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olaf @zxocw

8 months ago

social media feeds becoming downstream of meme price discovery: when i ask onchain traders how they find alpha, the #1 response is tracking profitable wallets. in parallel, KOLs and influencers play a bigger role in price discovery across all markets than ever before..

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Chamath Palihapitiya @chamath

8 months ago

This is a really good thread and supports something I’ve been saying privately. The stakes in the capital markets are so high right now and it all boils down to the nvidia bulls vs nvidia bears. Both will try to shape the DeepSeek AI conversation beyond a reasonable amount to…

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Haseeb ＞|＜ @hosseeb

8 months ago

Here were the most common answers I saw for people's favorite crypto newsletters: @Decentralisedco Decentralised @MilkRoadDaily Milk Road @Shoalresearch Shoal Research @0xResearch 0xResearch @rektmando Mando Minutes @wizardofsoho Weekly Wizdom @joemccann Asymmetric Market…

Haseeb ＞|＜ @hosseeb

8 months ago

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mitch @mitchellions

8 months ago

@mdudas @krakenfx Same, 25k ETH Amazing conversation with Mark from .@CoinbaseSupport

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sana @0x_antifragile

9 months ago

Usual Money update: - team (adli.eth) started facilitating liquidations to prevent any bad debt - normal liquidations cant happen coz its unprofitable for the liquidator as long usd0++ market rate is below 0.975 (PT hardcoded market) and 0.955 (usd0++ hardcoded market) - team…

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cygaar @0xCygaar

9 months ago

One of my goals over the last couple weeks has been to identify which crypto ai frameworks have legitimate chances of success within crypto and outside of crypto. I've primarily used two metrics to gauge how likely a project is to find traction: code quality and "usefulness". -…

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Stephen | DeFi Dojo @phtevenstrong

9 months ago

IN MY OPINION, The best RWA airdrops will be, chronologically: 1. @ethena_labs (Past, Huge) 2. @usualmoney (Past, Huge) 3. @ResolvLabs (Upcoming) 4. @__reservoir (Upcoming)

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Kazuya @Kazuya_888

11 months ago

How to think of Eth (the asset) a Manifesto: Eth is *the* permissionless money. What is permissionless money? Money that can move trustlessly through an on-chain economy. USDC/T have trust assumptions (they can freeze anytime). Before I make the case to you why permissionless…

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Bill Tai @KiteVC

3 years ago

@SJosephBurns Leverage

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Samir Vasavada @samir_vasavada

3 years ago

(1/7) We tried to scale our company too fast and fell flat on our faces. We recognized these mistakes and underwent a year-long “refounding,” changing our culture and operating model. It was tough, but we’ve become stronger and can serve our clients medium.com/@samir_84528/r……

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Samir Vasavada @samir_vasavada

3 years ago

Work life balance in early stage startups is a fallacy. You have to work *really* hard to win. People who disagree with this tweet just shouldn’t work at an early startup.

Cory Levy @cory

3 years ago

Work life balance in early stage startups is a fallacy. You have to work *really* hard to win. People who disagree with this tweet just shouldn’t work at an early startup.