TheThadP
@TheThadP
Market & OnChain Intelligence at Galaxy Research.
Disclaimer:
参加 December 2010
1.7K フォロー中 752 ファン
Correlation isn't enough to make a good assets for an AMM pool.
Semis move together and still need ~130x annual turnover to break even.
Cola duopoly: ~16x
Big banks: ~5x
Moving in the same direction isn't the same as moving the same distance.
もっと見る
