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Nate
@Natan_benish
Co-founder @longdotxyz /@joinlong_ Real world markets. NFA
가입 May 2019
2.8K 팔로잉 중    27K 팬
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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