PaperImperium
@ImperiumPaper
All things DeFi, economics, and Stardew Valley. Views and opinions do not reflect those of @labsGFX. “Like the Hindenburg Research of governance”
Having reviewed, approved, and rejected hundreds of grants, here is some FREE ALPHA to help score grants funding* *My own opinion, but most are common opinions amongst reviewers I think Let’s start ⬇️
Is anyone making a kind of constant-maturity version of Pendle? Only one I’ve seen like I’m thinking is over on @berachain (@UV_Money). Would love to meet anyone doing yield stripping mechanisms
> One might make money investing directly in [asset], but how much safer and wiser to let it be accomplished by the men of peculiar knowledge, and wisdom. This passage about 1920s investment trusts seems very relevant to the treasury company mania.
“Any possible tendency of the common stockholder to interfere with the management was prevented by selling him non-voting stock or having him assign his voting rights to a management-controlled voting trust.” What I’m reading: The Great Crash: 1929 by John Kenneth Galbraith
🚨NEW from the @rstormsf trial: The DOJ is apparently still considering charges against an unspecified number of people at crypto VC firm @dragonfly_xyz, not just General Partner @tomhschmidt, according to AUSA Rehn. After saying this in court, Rehn asked for the transcript of…
AUSA Rehn: We've spoken with Tom Schmidt's lawyer John Bostick Judge: Are you looking at possibly prosecuting everyone at DragonFly? AUSA Rehn: Not everyone, but Schmidt and Rehm: My chief says we'll ask to seal this Judge Failla: Yes, I seal it
Please let this be the cycle where people actually ask what legal or technical rights their tokens have 🙏 It’s just memecoins otherwise
Pump fun's market cap trading below the platform's cash on hand will either be looked back as an obvious buying opportunity or a moment of clarity for most tokens and what exactly holders are getting in terms of legal rights & ownership.
Superchain Upgrade 16 is now live 🎉 The Upgrade was approved by OP Governance last week and shipped today.
I don’t agree with all of these, but 1 and 3 seem pretty obvious in most cases
While I fully believe in the benefits of crypto (now more than ever) I am increasingly wary and skeptical of the shenanigans of the crypto industry and am compiling a running list of behavior to be wary of. Here are a few: 1. The most likely motivation of a central player…