McKenna
@Crypto_McKenna
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Vis et honor usque ad finem Managing Partner at @Arete_xyz
Saxony
Joined January 2018
RT @glxyresearch: The Rise of Digital Asset Treasury Companies. A new wave of public companies is using crypto as a capital strategy. $10….
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RT @bridge__harris: The next wave of defi usage will be more extreme than we've ever seen, but it will not come from people manually going….
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It's actually really useful for growth assets like Maple Finance who expect to hit $30M ARR by end of 2025.
Just cooked this up with Anthropic takes annualised revenue and market capitalisation or FDV as inputs and plots P/S ratio's from 10-70x. Good visual gauge on where assets become expensive and cheap.
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Just cooked this up with Anthropic takes annualised revenue and market capitalisation or FDV as inputs and plots P/S ratio's from 10-70x. Good visual gauge on where assets become expensive and cheap.
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RT @goodalexander: I’m fully ready for a full 1999 playbook . Run it up turbo. Debt driven financial reflexivity. Then when it goes permane….
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RT @hosseeb: The SEC's new "Project Crypto" is the most bullish thing I've seen in a long time from a regulator. Read the speech, it's incr….
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Best macro analyst on the timeline subscribe to his substack his work is criminally undervalued. Hyperliquid.
The credit cycle playbook explaining HOW capital shifts across the risk curve and WHY equities/Bitcoin move the way they do is laid out below. It is 100% free to all subscribers. Link is below
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RT @Keisan_Crypto: (1/11) Hyperliquid Valuation Framework: Update 🧵. It has been about 6 months since I initially posted my valuation frame….
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Currently reading Systematic Trading by Robert Carver and it’s a very good book would highly recommend.
I got a bunch of feedback yesterday on the indicator release, and saw a lot of people trying to assume the logic behind it, with the most popular guess being "it's just weekly RSI lol". So I figured out why not to explain the reasoning behind the signals, and it's kind of my
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Term Labs provides the best reporting on DeFi native rates aswell as 3mo basis and perpetual funding. Recommend subscribing here
📔 Last week in DeFi Lending. Summary . ▫️BTC breaks through ATH.▫️DeFi rates slow to respond.▫️Term clears record 3.5M on Avax. Read the full report:
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RT @gdog97_: USDe supply is up $3.1 billion in <20 days, with more inflows than:. -all BTC ETFs combined.-every BTC ETF including IBIT.-eve….
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RT @MenthorQpro: Copper getting obliterated by more than 20% and is currently on track for its worst day in history.
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Any guesses what the NASDAQ will look like post artificial superintelligence?
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