Joined December 2021
- Tweets 2,926
- Following 884
- Followers 1,650
- Likes 8,481
450 Photos and videos
Jun 12
Primera señal de que, por maximizar cantidad de partidos, van a terminar matando partes lindas del fútbol:
5 minutos, 0-0, Corea vs República Checa… y ya están cantando “olé”.
Mamita.🫠🫠
Jun 10
De un lado, los que inventaron El Juego del Calamar; del otro, los que aprendieron rápido cómo se juega.
Viví Corea del Sur - Rep. Checa, en vivo por TyC Sports.
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Jun 10
A todo esto, el fantasy del Mundial ya está disponible en @Fantasyfutbol_ y en @lemonapp_ar vía su mini app.
Lo sacamos tardiiiiisimooooo porque cada uno está hasta las bolas de laburo;
Aun así, no está mal recordar que fue el primer fantasy argentino (encima onchain..q no le importa a nadie talvez ... o si?👇 )
La liga argentina pasada tuvo más de 4.000 jugadores y más de USD 2.000 en premios.
Los precios de los jugadores se regulan por oferta y demanda, y es compatible con cualquier app que integre productos de tasa on-chain como @Morpho o @sparkdotfi . Básicamente hicimos algo parecido a lo que hizo @cocoscap con su Prode pero hace 18 meses, de forma non-custodial, trustless y on-chain
También permitió (y permite) tener el primer fantasy y el primer prode sobre el deporte más popular de Argentina después del fútbol: el rugby. Como no tenía APIs ni infraestructura, todos los productos existentes eran bastante malos (por no decir nefastos).
En fin, cualquier fintech que quiera integrarlo en su app me puede mandar un DM.
Por ejemplo, @belo_app o @RipioApp podrían lanzar un GranDT usando su stablecoin y distribuir la tasa como premio semanal.
Ah, y además estamos por lanzar ligas privadas y modo draft :)
ps; irrelevenate pero todo esto se armo pre claude ja.
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Jun 9
Esta semana salen el REIT y Allaria.
REIT → Comprás propiedades y sus flujos.
Allaria → Crédito: prestás contrapropiedades y ganás la tasa.
Me daba curiosidad ver cuál de los dos iba a terminar con más AUM, así que para divertirme armé un mercado de predicción (link abajo) 👇
¿Cómo se lee esto?
Hoy Allaria cotiza a 0.17 y REIT a 0.84.
El que tenga más AUM a fin de mes vale 1. El otro vale 0.
Si sabés ALGO de real estate (yo no sé) o sos de alguno de los dos equipos, probablemente pienses que está mal priceado... así que veamos cómo lo corrige el mercado.
Jun 8
Empezar a escribir públicamente fue la mejor decisión de mi carrera profesional. Y te la recomiendo a vos también.
Cuando arranqué a twittear sobre mercados no me leía nadie. No importó. Cada texto fue construyendo algo más valioso de lo que imaginaba: una marca personal.
Esa marca me terminó convirtiendo en una referencia en el tema. Y ser referente te abre puertas que ningún CV, ningún contacto y ningún título te abren solos.
No hace falta ser escritor. Hace falta tener algo para decir y animarse a decirlo.
Empezá YA!
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Jun 9
Ah, y para el que no sepa qué son los mercados de predicción, escribí sobre ellos acá:
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Jun 8
It's indeed a good recap.
That being said, if we can't get builders in this space to read a 10-PAGE WHITEPAPER for one of the most anticipated launches in the industry, well... we're fucked.
Jun 8
Great recap of Morpho Midnight 🦋🕛
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Jun 8
Keeping alpha in there
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Jun 8
250% is the APR on this right now
I opened an on-chain fund because some friends wanted exposure, and it was the cleanest way to do it (link below).
It's interesting to look at the spread between Polymarket and sportsbooks on this trade (105% vs 150% implied probability), and also compare the odds against @OptaAnalyst's data and ELO model (check out the video from @endffutbol - attaching as well a report made using different sportsbooks across LATAM comparing with @Polymarket and @OptaSTATS
May 14
150% APR.
That's the return I would made if World Cup winner remins among:
FRA | ESP | ENG | BRA | ARG | POR | GER | ECU
🇫🇷 🇪🇸 🏴 🇧🇷 🇦🇷 🇵🇹 🇩🇪 🇪🇨
Sounds like a good enough risk/reward to me.
How?
Buy the same amount of YES shares for each of those teams.
Expected payout − initial capital = ROI.
Wipeout risk = 100%, btw.
Used the tool my friend @ali_sarp made.
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Jun 6
Mírense este capítulo con varias de las personas más influyentes en tech & más.
Estamos organizando algo similar en nuestra hacker house en Buenos Aires 🇦🇷en 2 semanas.
¿Quiénes de AI, fintech, agro, real estate o biotech deberían estar?
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Jun 5
Indeed, at least as far as I know.
Though best think to discuss this is w/
@pabletes_eth @BautiDeFi @guil_lambert @0xDevinG and other ppl involved in options.
@eulerfinance and @0xfluid v2 designs should enable playing more with it cc @euler_mab @DeFi_Made_Here
Jun 5
Perfect LP hedging is a fantasy.
I've spent weeks in meetings with investment funds.
They want controlled drawdowns and consistent, dollar-denominated returns. My dream as a DeFi user has always been to earn that, but the math just doesn't cooperate.
I talked to @JuanSamitier at @DAMM_Capital and he confirmed what I'm feeling. The space has professionalized to the point where you need a genuine edge to even stay competitive.
Uniswap v3 is the clearest example of this. You always end up taking some directionality. The hedge is never clean, and Impermanent Loss eats almost everything.
Btw, as he told me, one thing that could shift the picture is @AerodromeFi deploying on mainnet. New LP dynamics, and maybe more competing yields than we've seen in the market lately.
They said they would launch in July, but timing is a shit. Let's see what happens next.
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Jun 4
Que puede salir mal no?
Introducing pump fun GO: Pay ANYONE to do ANYTHING
Create & complete bounties for ANY task and leverage the power of humans & money across the globe
The world is at your fingertips. It’s time to GO 👇
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Jun 3
Several friends keep asking me to open a vault for this kind of trading.
Fully discretionary, very risky, mostly sports-related, basically asymmetric bets.
Should I?
May 14
150% APR.
That's the return I would made if World Cup winner remins among:
FRA | ESP | ENG | BRA | ARG | POR | GER | ECU
🇫🇷 🇪🇸 🏴 🇧🇷 🇦🇷 🇵🇹 🇩🇪 🇪🇨
Sounds like a good enough risk/reward to me.
How?
Buy the same amount of YES shares for each of those teams.
Expected payout − initial capital = ROI.
Wipeout risk = 100%, btw.
Used the tool my friend @ali_sarp made.
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Jun 2
My frens @jerrythekid @BautiDeFi have been cookin
Jun 1
thatsRekt is live!
It's a free and real-time exploit detection system for the Ethereum community.
Stay safe, stay alert.
Learn more and join as a guardian:
thatsrekt.com
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May 29
If you think about it, tranching is not insurance protocol itself, but it acts as insurance of underlying allocations.
Example: @infiniFi junior positions can be seen as @pendle_fi insurance sellers.
Vibecoded a hack coverage simulator: slashing-calculator.vercel.a… (probably has wrong data)
Same logic could apply to @avantprotocol, @YuzuMoneyX, or future deployments on @roycoprotocol, @strata_markets and other junior pools.
Obviously depends on the exact wording of each structure. For the latter, it is mostly about covering financial drawdowns at the NAV level.
Recently there's been a trend for lending protocols to add tranching, but if theyre hacked for all it's tvl, like drift, thats useless
So maybe cross-protocol tranching could have an edge? I crunched the numbers and it could drop chances of total loss by ~80% for senior trache
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May 28
Bueno, me arme una calculadora para ver tema crédito un pocomás robusta de lo promedio q vi;
Incluye 12 bancos, tipo de cambio, inflación, edad del codeudor, cancelación anticipada única y recurrente, escenarios macro, contexto histórico UVA y más.
Pueden jugar acá:
credito-uva.vercel.app
PD: puede tener datos mal, está vibecodeada en menos de 24 hs.
May 28
Guarda que, en créditos hipotecarios, "tasa promedio ofertada" (9,2% hoy) NO es "tasa promedio pactada" (6,7% hoy)...
al igual que 👇🏻👇🏻
Valores de lista (de publicación) NO son precios de cierre!
Capos @SalinasAndres y @FGRouco igual. Gracias por compartir data (me guste o no!) jajaj :D
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May 27
For all of us crypto maxis jumping to attack this tweet because smart contract attack vectors have been heavily reduced:
I think he’s pointing to something different. Malicious actors may increasingly exploit the other side of the stack: OpSec, permissions, signers, and governance.
Ironically, these were exactly the trust assumptions Ethereum aimed to reduce.
May 26
PSA: I now consider *all* of DeFi unsafe.
Coding agents are superhuman at finding vulnerabilities, and smart contract security is too asymmetric: defenders need to fix every bug while attackers need just one exploit to steal funds.
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May 27
3 months ago I posted almost the same view David shared yesterday, and I agree with most of it.
As an Argentine who found BTC/DeFi as a teen, it hurts my cypherpunk ethos.
But if everything I dreamed for Ethereum happened, what wakes ETH up now?
x.com/JuanSamitier/status/20…
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Juan Samitier retweeted
May 21
DeFi is risky. @Kleros_io makes it safer with Scout: a decentralized registry of smart contract tags, already trusted by @etherscan, @Ledger, and @MetaMask.
Want this protection for @Morpho markets? Use @monarch_xyz 👇
May 21
Monarch is now integrated with Kleros Scout, allowing you to identify contracts that have been curated and verified by the community.
This will help you identify contracts from major protocols with evidence - you can spot them in the position lists on markets that interest you!
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