OMAKASE

1/ Delta neutral perp stables are going to down two routes: - cedefi off exchange settlement - trustless onchain perp automation The former being reminiscent of tradfi infra, having deeper liquidity, but ultimately functioning similar to a fund w/ degree of trust

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They’re going to lower rates just because number go up and the USA is going to go the way of Japan

That constant bid on Ethereum 🥵

They said ai would allow us to be more creative, active and have more time to go for a picnic. They didn’t say ai would just increase the things you could do by 10x making you work even more

eth holders coming out of their shells at $3.6k eth while being completely quiet on the timeline for the past 24 months

We’ll have onshore stablecoins and then we’ll have offshore stablecoins and then we’ll have cloud finance. Onshore stablecoins will always be beholden to banks by design, doesn’t matter if you’re sending stablecoins through Facebook. Offshore tech will use offshore stablecoins to…

And then all at once

Short bonds Short USD Neutral equities Long ETH Long BTC

it's as simple as that fr

Slowly and then all at once

ETH with higher mindshare than Bitcoin

They should make AI libraries- libraries whose sole purpose is to collect literature for a culture, city, etc and make the LLM representative of that culture, city, etc.

Eth is coiled up

AIRLINE GIANT EMIRATES TO ACCEPT BITCOIN AND CRYPTO FOR FLIGHTS

The issue with LP is that consumers want it to be passive, but in trading there is no such thing as long term passive delta outside of risk free (and even risk free isn’t risk free)

Prediction: in 10yrs USDC and USDT TVL will be lower. Aggregate bank stablecoins TVL will be higher. Banks will buy ETH to secure their stablecoins.

Ethereum is powering Wall Street's future. The crypto scene at Cannes shows how far it's come cnbc.com/2025/07/04/the…