Felipe Montealegre (IFS)
@TheiaResearch
Investment team at Theia // Posting about the Internet Financial System (IFS)
I poured my heart and soul into this essay. Give it a read. x.com/TheiaResearch/…
x.com/i/article/1865…
I just reflected on Euler's comeback after getting hacked for $200m, recovering ~all of the money, and developing a successful v2 version. An inspiration for every struggling project and founder.
LLMs make life better in so many small ways that aren’t captured in GDP. ChatGPT is my cooking instructor and physical therapist. It gives medical advice and tutors me on niche subjects that don’t matter for work. I pick better movies and plan better dates. This is true for tens…
If you are a hard working, honest actor in the nascent Internet Financial System ... do not despair. It may seem like you are in a small minority but you are among the few positioned to survive. If you wait by the river long enough, the bodies of the scammers will float by.
Improve transparency, improve the industry
MetaDAO is committed to the @Blockworks_ token transparency framework and proud member of the 40/40 club! You can check out our Q2 report here: metadao.fi/transparency
MetaDAO is committed to the @Blockworks_ token transparency framework and proud member of the 40/40 club! You can check out our Q2 report here: metadao.fi/transparency
I genuinely believe MetaDAO is working on one of the biggest ideas in the world. Futarchy will change the entire structure of capital markets. We are honored to be on the ground floor and happy to pay a large premium to participate in size.
The $630,000 OTC Trade with Theia has passed! The marching orders have been issued. The work begins. 🫡 Onchain confirmation below ↙️
The $630,000 OTC Trade with Theia has passed! The marching orders have been issued. The work begins. 🫡 Onchain confirmation below ↙️
A few people have reached out to me essentially saying "Most people who really understand Ethereum know that TradFi activity is a censorship vector and directly contradicts the SoV thesis. It is an inherent contradiction and that's all there is to it." Is this true?
does somebody have a good answer for this question? Only asking because it seems like a pretty fundamental contradiction at the heart of the ETH Store of Value story but I don't know what I am missing.
Want to improve crypto's reputation? Start with transparency. The Token Transparency Framework by @BlockworksRes & @TheiaResearch shows how: vesting schedules, treasury holdings, regular reporting. Real transparency > "it's on-chain."
does somebody have a good answer for this question? Only asking because it seems like a pretty fundamental contradiction at the heart of the ETH Store of Value story but I don't know what I am missing.
Building for a global financial system onchain and building for global reserve asset held by central banks are incompatible goals. If Ethereum succeeds in building a thriving Internet Financial System, it will necessarily fail as apolitical money held by central banks. When…
If you're in this industry, read this so that you understand what is happening with these treasury vehicles and can be prepared for the consequences: There are two types of treasury vehicles: those that create buy pressure and those that create sell pressure. Treasury deals…
Token markets lack transparency. @Blockworks_ Token Transparency Framework fixes this
0/ The third cohort of the Token Transparency Framework is LIVE. This round we welcome Euler dYdX ZKsync Layer 3 These teams are elevating the industry's disclosure norms. Let's dive into the details...
0/ The third cohort of the Token Transparency Framework is LIVE. This round we welcome Euler dYdX ZKsync Layer 3 These teams are elevating the industry's disclosure norms. Let's dive into the details...
🚨 New Proposal 🚨 Theia Research has proposed a $630,000 OTC deal to acquire 700 $META tokens from MetaDAO. Read the full proposal and trade it below ⏬
We should stop saying "capital allocators" and start saying "resource allocators" — It's more realistic and invites the appropriate sense of responsibility.
getting back to this every so often. has never been closer than now - "...the Internet Financial System is a hammer to the world's sclerotic and extractive financial institutions. It is the open bazaar that takes its place."
periodic repost of the best thing I have ever done
x.com/i/article/1865…
One area of crypto mkt structure that seems very opaque and weird to me still is market maker <> token issuer / foundation relationships. I would guess this is responsible for a lot more issues than it gets credit for. Feels like in the last year there have been several "our…