smac
@0xsmac
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partner @compoundvc | your favorite alts favorite alt | host @smactalkpod | Mark 8:36 | normal is an illusion what is normal for the spider is chaos for the fly
Joined September 2012
Earlier this week, we ran a @CompoundVC Research Day on Biosecurity in Boston. Our excellent speakers discussed: > that there are venture scale biosecurity markets today > using agent swarms to predict nation-wide virus spread > that COVID likely came from a lab leak >
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Last week's market move was tough for many people. If you were among the brave traders participating, we would like to understand your experience; no matter if you used Pear or otherwise. Please take a moment to complete this short, anonymous survey:
docs.google.com
Thank you for participating in this short survey. We're gathering insights from perp traders to better understand their experiences during recent market volatility, specifically the recent tariff...
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nothing more cringe than surfacing your old blogs but this feels especially relevant at this moment
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warren pies had a stat recently that it now costs a 60th percentile household income to own the median level home in the US pre covid it was 40th percentile
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bank earnings kick off tomorrow jamie dimon will undoubtedly say some doomer nonsense
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if youāre a vc who has no idea what went down this wknd, the least you can do is retweet the portco damage control threads
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the wounds are perhaps too fresh but reality is harsh itās amusing to hear people say āi shouldnāt get liquidated on 1.5x leverageā you are either (i) naive to the systems/products you traffic in, (ii) donāt take risk mgmt seriously or (iii) let greed color your positioning
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@reisnertobias I was one of those people. I had 0 idea what ADL was. I woke up and absolutely shit my undies that Iād been liqād. But I was pair trading on @pear_protocol so had 500k HYPE long vs a basket of major and alt shorts to the same value. ADL closed all the alts shorts like 10-20% from
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expect to see this ramp aggressively this weekend was just another massive tailwind for the direction this team is building
The first $1,000,000,000 is the hardest. From our first engine to where we are now. Thousands of pairs traded on-chain. The story for the next one begins now. š
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during events like this wknd ct traders remind me of the sticky bandits in the back of the cop car they canāt help but yap incessantly and in the process tell on themselves
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part of the reason that actually using everything is useful is because when shit hits the fan you see what works, what is stronger/weaker than you expected and what is mostly smoke & mirrors
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you know itās an electric factory when youāre spamming stickers in the otc desk chat
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ggwp to shorts the market always has a funny way of humbling you it is why the old heads say just survive
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