Largo W!nch @winchfr

New York Joined September 2017

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Largo W!nch @winchfr

5 months ago

@JuliieH21 @clem_garin La pression a fait d'elle quelqu'un de très irritable. Je l'ai cotoyé en dehors de son travail, c'était une autre personne. C'est malheureux :(

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@ChienSurpris Pour avoir été proche des propriétaires, il n'y a AUCUN RAPPORT avec l'émission. Ca fait des années qu'ils essayaient de vendre. Ils ont acheté l'affaire chère et ne désirait pas revendre à perte. D'autres détails personnelles rentrent en compte mais je ne l'étalerai pas ici.

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Largo W!nch @winchfr

6 months ago

Donc une boîte de 8 Doliprane 1000 mg coûte environ 0,10 à 0,15€ à produire, conditionnement inclus. Prix en pharmacie française Doliprane 1000 mg, boîte de 8 : ~2,20€ en moyenne Soit un facteur ~15-20× le coût de production. Ah bah ouais !! 🤡🤡

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jacq (宁思) @jacq_capital

6 months ago

I'd view it with a risk reward framing because yield farming is a TRADE (A) Upside : 1 : Thinking in terms of ROI and never APY because : - APY extrapolates over a year whereas you usually hold farming for a month, on average your ROI is APY/12, it then become useful to compare with any kind of other investment (example : what was your opportunity cost to play that APY/12 vs Gold started a 10% rally in that same period of time) - APY fluctuates and is based on past events, it can also be manipulated by team (controlled yield distribution to a vault to smooth the yield over time). - Calculating (anticipated) ROI will force you to dig how the protocols generate yield and understand the underlying assets rather than trust a naive on-chain function based on stale data. - Most important point : ROI framing forces you to integrate all the friction costs (slippage, fees, depeg max drawdown if you buy in the high range...). You'll find a lot of surprises and your breakeven point (how long I must hold at least). 2 : Always compare with risk-free such as T-Bills, if yield is around 5% to 6%, why would I bother taking the premium ? 3 : Predictive markets offer great information about project's valuation on which often depends the ROI (B) Downside : "Qualitative criteria and some principles" 1 : Anything way higher than the mean of the market is suspicious 2 : Anything tied to off-chain liquidity should provide transparency and guarantees (if RWA, how big are the third parties comparing to on-chain TVL etc) 3 : Smart contracts audits are worthless but always interesting to read for finding the real weak points and how team handles audited bugs (spoiler : they often ship partially unpatched smart contracts despite the audit warnings) 4 : Yield is a zero sum game, it must be clear to you HOW and WHO is losing (ex : PT/YT, bulls pay bears' yield) 5 : Always favor organic yield and ideally not TOO tied to season, cycle, market conditions (ex : funding rates). "Quantitative and measurable risks" > I don't agree with their safety scores and risk adjusted yields but @PharosWatch are doing a great job in providing on-chain unbiased and clear metrics about peg stress, liquidity and dependency risks 1 : Liquidity is KING, are secondary markets available and liquid to swap yield bearing assets ? Is pendle liquidity good enough ? Is there a cooldown for swapping ? 2 : Over leveraged TVL and looped yield is quite a threat in case of tail risk events (i'd rather keep a watch/depeg alerts as a buying opportunity if the rest is solid) 3 : Predictive markets will become a great proxies to get probabilities about tail risk (hack etc) I can provide a full case study on recent STRC yield farming projects if interested.

wumpy crypto @wumpycrypto

6 months ago

@jacq_capital @re @rami_poker how else would you recommend viewing yield farms from a risk adjusted pov? and also i agree, smart contract tail risks are hard to underwrite. but using insurance cover can serve as a good proxy and SHOULD typically be overpriced since the insurance company must take a split

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Largo W!nch @winchfr

8 months ago

Voilà, avec tout ce discours de notre charmante interne qui nous veut que du bien, on a tout pour voter l'option 2 n'est-ce pas ;-)

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Largo W!nch @winchfr

8 months ago

Transparence sélective ✅ On met en avant la transparence sur certains points pour masquer les zones d’ombre

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Largo W!nch @winchfr

8 months ago

Voici comment on effectue une stratégie de persuasion massive voire même une forme de manipulation douce, voici une déconstruction critique des éléments :