TheThadP(@TheThadP):I was the first LP in an all stock NVDA/AMD/SNDK pool on @CurveFinance. Permissionless, live in minutes, and (it turns out) mostly a donation to arbitrageurs. @newmichwill, @llamaintern we did the math on which pairs do work: dual share classes, duopolies, big banks, oil.

TheThadP

@TheThadP

Market & OnChain Intelligence at Galaxy Research. Disclaimer:

Joined December 2010

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TheThadP@TheThadP

2026.10.06 16:56

I was the first LP in an all stock NVDA/AMD/SNDK pool on @CurveFinance. Permissionless, live in minutes, and (it turns out) mostly a donation to arbitrageurs. @newmichwill, @llamaintern we did the math on which pairs do work: dual share classes, duopolies, big banks, oil.