Will new cool shit be built on Ethereum again? 🤔 For boccaccio's sake, let's hope so. New Analyst Round Table with Noah and Felipe Montealegre (IFS) dropping tomorrow!

Yesterday, we were Lyra. Today, we are Derive. Tomorrow, derivatives change forever. 🐎 derive.xyz

The team at Derive (formerly Lyra) is an example of courage and persistence. They have been building single-mindedly towards programmable derivatives onchain since the dawn of onchain finance >4 years ago. They started with a large cohort of peers that wanted to solve a difficult and

We had a great time discussing liquid markets, fundamentals, MEV and a few of our favorite positions on 0xResearch Appreciate boccaccio and Dan Smith for putting this one together

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When you read about the history of technology and the internet You remember that sincere and hard working optimism wins every time

Old Testament Bill Gates seems like the man

💯. Everybody is underestimating onchain finance because they conflate the quality of the assets we have onchain with the quality of the financial infrastructure. If we brought stocks, bonds and real estate onchain through a Circle custody model (possible today with regulation),

Watch the full episode with Noah and Felipe Montealegre (IFS) NOW 🚨 We discussed: - Liquid markets - "2021 is not coming back" - Token design - And more! Timestamps: (0:00) Introduction (2:50) Why Focus On Liquid Tokens? (9:10) Token Only Teams vs Token & Equity Teams (17:34)

Most of the world can only save in local fiat and real estate. >50% of the global population cannot own Apple stock. You have access to good RWAs but that puts you in a small subset of humanity. It would be a huge W only to bring your financial access to the rest of the world.

We should not value ETH and SOL based on cash flow unless we want them to go to zero. You can't build a reasonable valuation for ETH and SOL based on fees or MEV as both will trend asymptotically towards zero. We should abandon the idea that L1s can justify anything remotely

I suggest you listen to this 0xResearch episode and follow Noah and Felipe Montealegre (IFS) podcasts.apple.com/us/podcast/0xr…

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Good morning friends Pls stop acting like pessimists and nihilists and remember to believe in something

.Polymarket has led polls and prediction models on large moves (e.g. Biden's resignation) but lagged these same polls and models on smaller probability updates (e.g. recent favorable polling for Trump has increased his probability to +10 on Silver's model). We expect this trend

Learn the hard concepts

Quinn is the best in the business

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We can do so much more onchain. Modular lending brings valuable open market dynamics to DeFi, enabling innovative structured products and investment strategies. Good read by Felipe Montealegre (IFS) 👇