For the zoomers:
If you missed this week's roundup with @fejau_inc and @qthomp, here it is in under 4 minutes.
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This was a fascinating point - hadn't thought about it that way
The margin on refining crude into jet fuel is now bigger than the average cost of a barrel in ~20 of the last 24 years. @qthomp on the floor under oil.
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Excited that we have the Derive team coming to DAS, one of the standout protocols this year and top of @citrini's thematic crypto basket.
NEW: @DeriveXYZ CEO @nickforster to speak at DAS London
Nov 10-11. London.
Be there: blockworks.com/event/digital-…
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It certainly was Black Thursday for the long short hedge fund world. May you live in interesting times
NEW ROUNDUP
We Cover:
🔸 Oil–bond correlation flips: growth scare?
🔸 Brent's backwardation & roll-yield trade
🔸 Record Brent–WTI spread + export-ban risk
🔸 Drained SPR: no buffer left
🔸 Crypto's bottom signal vs. no liquidity
@fejau_inc @qthomp
TIMESTAMPS:
00:00 Markets In Turmnds Rip As The Nasdaq Drops 3%
02:29 Oil And Bonds Break Up
05:23 Why Nobody Wants The Oil Bull Case
09:45 Reading The Oil Curve
12:38 Ads (Fidelity, DAS London)
13:50 Brent–WTI Gap Hits Wartime Highs
16:33 Diesel, Cracks & Maxed-Out Refineries
20:30 The Only Way Out Is Through
23:13 AI Capex Doubts Meet Tighter Conditions
29:18 Ads (Fidelity, DAS London)
30:36 Midterms, Iran & No Plan
36:07 No SPR Left To Cap Prices
39:56 Do Shipping Costs Cap Oil?
44:19 Is Crypto Bottoming?
54:06 The Midterms Risk For Crypto
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>write a shitpost for fun
>reply guys: ACKSHUALLY THAT IS NOT TOTALLY CORRECT
>reply guys: ACKSHUALLY THAT IS NOT TOTALLY CORRECT
> can’t own stonks with capex slowing
> can’t own crypto with quantum and ai risk
> can’t browse the internet cause everything is hacked
> can’t own software cause everything is hacked
> can’t own gold cause alchemy is solved
> can’t own bonds as inflation and crowding out hurting it
> mfw
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> can’t own stonks with capex slowing
> can’t own crypto with quantum and ai risk
> can’t browse the internet cause everything is hacked
> can’t own software cause everything is hacked
> can’t own gold cause alchemy is solved
> can’t own bonds as inflation and crowding out hurting it
> mfw
> can’t own crypto with quantum and ai risk
> can’t browse the internet cause everything is hacked
> can’t own software cause everything is hacked
> can’t own gold cause alchemy is solved
> can’t own bonds as inflation and crowding out hurting it
> mfw
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Wow all these cyber hacks almost like open sources models are 6 months behind frontier and it’s been 6 months since Mythos release
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Huge opportunity here for this role
Blockworks in search of a product genius to own our API / MCP.
Looking for a bit of a unicorn here, someone who loves crypto, is at the tip of the spear on AI, and is comfortable flexing into FDE type scenarios.
If this sounds interesting, give me a shout dms open.
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🫡
I must say that the growth trajectory of @Blockworks in the last 12 months is going to be studied! They have literally transformed the data and analytics game to make the entire industry more investible.
I've known @JasonYanowitz since the early days when we we both started grinding in media and watching his growth trajectory shift has been incredible!
Keep building bro! Keep growing!
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I don't know what to say on the valuation of frontier models or bottleneck trades, but a productivity boom from AI is absolutely happening its just a matter of how setup the business is for it and how skilled the users are which is likely causing a dispersion in teh data.
Internally at @Blockworks we've hit a genuinely absurd acceleration in productivity in recent months, it's insane.
We live in the future.
Anyone saying otherwise I'm just going to attribute it to a skill issue.
Internally at @Blockworks we've hit a genuinely absurd acceleration in productivity in recent months, it's insane.
We live in the future.
Anyone saying otherwise I'm just going to attribute it to a skill issue.
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fejau retweeted
We just sent the SEC our comment letter on Regulation Crypto Assets.
Our goal is to give every token one current, public record to make onchain compliance cheaper and faster.
Our asks:
1) Let projects file disclosures through Qualified Onchain Disclosure Agents
2) Let ehalf of projects
It's time we protect investors so we can protect this industry.
cdn.blockworks.com/s/assets/m7wk9…
Our goal is to give every token one current, public record to make onchain compliance cheaper and faster.
Our asks:
1) Let projects file disclosures through Qualified Onchain Disclosure Agents
2) Let ehalf of projects
It's time we protect investors so we can protect this industry.
cdn.blockworks.com/s/assets/m7wk9…
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I’m a huge fan of @rajivpoc @arthur0x @0xsmac , all exceptional thinkers with skin in the game.
Selfishly I was just genuinely excited to spend 30mins with them chatting markets.
Enjoy!
Selfishly I was just genuinely excited to spend 30mins with them chatting markets.
Enjoy!
NEW POD
WE COVER
🔸 Where crypto x AI works
🔸 Building size in illiquid tokens
🔸 Dispersion beats levered beta
🔸 Does $HYPE stay consensus winner?
🔸 Seed vs. growth next cycle
@fejau_inc @arthur0x @rajivpoc @0xsmac
TIMESTAMPS:
00:00 Intro
01:21 Where Is Crypto AI’s Edge?
pto)
07:43 Do AI Agents Need Blockchains?
10:16 How Crypto Funds Allocate Capital
16:33 Ads (Fidelity Crypto)
17:13 Finding Alpha In A Crowded Market
23:37 Longs, Shorts, And Beating Bitcoin
26:34 Seed Or Growth: Where’s The Opportunity?
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Next time we’re gonna put subway surfer on top too as we begin to try and optimize macroeconomics for younger demographics
If you missed the latest Roundup with @qthomp and @fejau_inc, here it is in <4 minutes.
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