Clem
@0xClemm
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Curious builder, DeFi risk, ex-tradfi degen, options trading @trylimitless @ranger_global
Joined February 2022
We’re living through a defining moment for the history of DAOs and onchain governance
🚨 Update on @Aave's Internal "Civil War" Situation Aave is at a "Break it or Make it" moment. Whatever happens next won't just define the future of crypto's largest bank, it'll also set a precedent for the entire industry. What changed since yesterday 👇 – Voting went live
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The added value of having uncorrelated returns is what drives hedge funds returns
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We hit 50,000 monthly active traders for the first time ever. Thank you everyone!
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That’s my quant
U.S. Treasuries are having their best year since 2020, and the investors who had confidence and faith in President Trump’s economic policies have been richly rewarded. Never bet against @POTUS or America! 🇺🇸
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Never seen IV shown like this. Looks like Put IV spike are contrarian
📢 NEW PRODUCT The Implied Volatility Heatmap will help illustrate different volatility and sentiment regimes. By observing implied volatility over time, we can see how the market has historically priced expected movement on both the call and put sides.
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I’m seeing markets becoming more efficient, with higher-risk stablecoins paying higher yields, unlike in previous years
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This is gold!
ETHval's biggest update in v0.3: Historical Charts for All 12 Models 📈 You can now compare how each valuation model has performed over the past year. See which models tracked the market closely, which ones called the tops and bottoms, and how your selected models stack up
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HUGE update for Hourly Markets ↓ LP rewards on hourly CLOB markets got boosted to $100 per market. That’s $500 in rewards across 5 markets every single hour. Place limit orders near the midpoint and start earning every new hour. Trade here → https://t.co/wnkR5nw9aa
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Crypto is a *momentum*-driven market, not a contrarian one, over the short-term. You get similar results looking at RSI or other oversold/bought indicators. What you want to do: 1) monitoring many indicators in parallel. Do they tell the same story? 2) considering
One last note on the Fear & Greed Index When people encounter the Fear and Greed Index in their feeds, they typically operate under a straightforward assumption: • low index values predict positive future returns • high index values predict negative future returns In other
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Last month: tHerE Is nO 4Yr cYcLe. Today: 4yr cycle in full charge. What does that tell you?
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We had « when the bull finally comes… » all year long. Now ppl are saying we’re in a bear. Pay attention to sentiment. Always lagging
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Spending time on CT and extracting the sentiment is the best cycle indicator
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Let us know about the +EV trades you achieve on @trylimitless thanks to this paper. Python script available to those who comment « ranger » on the post ⬇️
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Although this seems to be pushing unbacked stablecoins minting to unprecedented levels, this is nothing new. Make sure you know what collateral assets are accepted by vaults you deposit into. I wouldn’t be surprised to see cross-backing among top tier stablecoins, too.
Well boys, think I figured out (part of) the scam, and it is a doozy. Strap in. TLDR: Stream (xUSD) and Elixir (deUSD), and likely more, are recursively minting each other tokens in order to inflate there own TVL and create a ponzu the likes of which we haven't seen for awhile
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