Kevin Kap
@0xKevinKap
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Our first article at WCM presents the opportunity at hand. WCM is the first venue where the leveraged basis trade is possible, and more importantly, thanks to capital efficiency unlocks that were previously not possible anywhere else
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Felt like my luck wasn’t the best as of late so i went out on a quest to give a homeless guy $20 I walked around for 5 minute in the LES and couldn’t find one, so i went back home The next day my main slice ended things with me Lesson in there
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Interesting to see conservatives now do cancel culture Everyone’s a lib now it seems
Meet Lisa Schmidt. She’s a “Sustainability & Climate Senior Advisor” at NASDAQ, which basically means she’s useless. “Rest in Piss” is what she says about Charlie. Have fun on your trip, Lisa and not having a “job” when ya get back!
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Clobs will never exist on l1s, nor will price discovery ever happen on an l1 L1 token go up bad bc gas price go up Market making gets rekt by gas But people only care about l1 if token go up L2 no care, it use eth better incentive structure
Should Monad be a L1 or L2?
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“A journey of a thousand miles begins with a single step” - Lao Tzu Thank you to everyone who contributed to our first $100 million TVL. Get ready for the long haul because there are many more milestones to come.
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Got 3 washers and 3 dryers going at the same time this is what Henry Ford must've felt like
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HL alignment larp really surprising Native is part of the cabal, the cabal wants Native even tho there much better choices, and that’s ok We all want our homies to eat well, it’s human nature!
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Make all the tbill wrappers you want We'll add them as collateral for marginal yield Cap
if you ever needed a reminder on why to be bullish on cap money, here it is. "cap is the uniter of stablecoins." @DeFiDave22 in the latest episode of @therollupco with andy & robbie, he breaks down how cap aggregates stablecoins into one yield-bearing layer.
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More important is the next sentence: "Platforms should be able to offer trading, lending, and staking under a single regulatory umbrella" He's literally bull posting WCM The reason is simple: When you can trade cross margin, undercollaterized across all futures, spot, and
[ ZOOMER ] SEC CHAIR PAUL ATKINS SAYS THE SEC WILL ENSURE CAPITAL CAN BE RAISED ONCHAIN WITHOUT ENDLESS LEGAL SCRUTINY, AND WILL ALLOW FOR "SUPER-APP TRADING PLATFORM" INNOVATION IN KEYNOTE SPEECH
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SEC CHAIRMAN ANNOUNCES: "Invasion of armies can be resisted, but not an idea whose time has come. And today, ladies and gentlemen, we must admit that: crypto’s time has come" The SEC Chairman is Su Zhu posting and your holding stablecoins?????????
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Every megamafia offsite makes me more bullish than the last If your building an ecosystem study megamafia
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A lot of people build a business around what will be different 10 years from now. We build around what will be the same 10 years from now. And in 10 years, people will still prefer to make more money than less. So that’s what we work on.
The biggest current trends in crypto: - prediction markets - stablecoins - tokenization - perps - enterprise chains - revenue/buybacks - real consumer apps - ai x crypto What else am I missing?
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Bottom line is - conditional on the market being rational and ignoring bridging friction - all trading capital winds up in WCM.
Our previous article talked about the $4b in profits WCM unlocks for our users In this one we outline downstream global effects of this arbitrage
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Our previous article talked about the $4b in profits WCM unlocks for our users In this one we outline downstream global effects of this arbitrage
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Interviewer: State street is so slow moving how did you get them to agree to the USDH proposal? Nick Van Eck: well to be fair when your family runs a $130b asset manager that parks there assets at state street they yes to some things Insane Mog
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How will you grow stablecoin adoption outside of crypto? Everyone except for rune on the USDH call: TradFi! Rune: AI!
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name a more confusing feeling than seeing arthur hayes bullpost your biggest bag on the timeline
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