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Coulou
@okay_lets_ride
eternal optimist, abundance maxi, it is what it is
参加 September 2021
477 フォロー中    7.4K ファン
Lots of discussions on the timeline about how monetary premiums for L1 tokens like ETH & SOL don't make sense, and how flows converge toward assets like ZEC etc... Another angle in this discussion is the emergence of assets that act as money in their own niche. This is more apparent on Robinhood because there is no native L1 asset there. AI emerging as a base asset for tokenized stocks on @RobinhoodApp is one of the most assymetric bet there is.
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onchain AI. breaking it down a bit into numbers and other angles a simple way to think about this is as a $200k buyback, but it’s more like a high conviction bet on AI companies growing(and @ArtificiallyInu being able to index it) with the way we designed the liquidity around these pairs, it can create a sink for millions worth of AI TVL wise, the AI/NVDA3X pool holds ~20% of the entire circulating supply of NVDA3X, forcing some NVDA3X trades to route through the AI pool the other angle here is that a healthy level of leverage can increase reflexivity with NVDA (a rough rule of thumb is that NVDA3X targets 3x NVDA’s daily move) I saw some come community members concerned weather the connection with NVDA is too weak, the answer is we there are variety of tools that can help increase or decrease this connection! iterative approach is the way to go. if you look at NVDA as a stock, it’s being priced like an AI index. when major GPU consumers like Anthropic hit new growth records, NVDA stock might rise too it’s super interesting to try to replicate this effect in more novel ways with the tools custom onchain markets provide. LONG.
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