“we’re in the endgame now”
“9th inning”
“they’re basically tradfi OHM”
fwiw one of my beliefs this round is that ct plays poorly overfitting last cycle
and has a good chance of “newton reenters with a lot” after seeing the endless dollar printing twap applied to their bags for the first time
study s&p chart
okay on the other hand
our glorious algostable
their primitive credit strategy
they just went from ohm to algo stables, when they hit the first rehypothecated liquid restaking etf depeg liquidation cascade i’ll start to get concerned
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