Compo Capital @CompoCapital
Liquid Investor | If you're confident which end of the bell curve you're on then your views are too close to consensus New York, USA Joined October 2020-
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@tulipking Far more concerning aspects w grass than token/equity alignment x.com/compocapital/s…
@0xngmi Derive NTM from YTD & extrapolated via y/y vs ly comp or li early if not enough history
@trevor_flipper The relative mindshare is proportional to number of early users’ whose tax brackets changed
@skewga_hyper Looked into agg DEX flows across all HYPE pairs over the summer, data unequivocally supported incl in RFS supply calc
@Henrik_on_HL I am inherently adverse to zero-fee without nuanced understanding of how the littany of “zero-fee fees” (spreads/depth/funding/etc…) comp to fees on comp fee venues
@JackFarley96 @michaeljburry Imagine $NVDA bc outsized index weightings. My personal issue w comps v. prior capex cycles is that AI capex is more similar to WW2 financing than prior business cycles
@frankdegods Would be interesting to see how similar/different net buybacks relative to mc looks (gross buybacks/burns net emissions)
@NMTD8 @TroveMarkets potentially borrowing from paradigms bag?
Hyperliquid.
HyperMeat x @mdudas & @CompoCapital of @6thManVentures 🥩 ▫️6thMan background 1:25 ▫️Hypurr purchase 2:13 ▫️Custom trait 3:42 ▫️Bobby and beef are sidelined 4:44 ▫️HIP-3 5:55 ▫️Value accrual meta 7:31 ▫️CEX listings, @RobinhoodApp 8:18 ▫️Builder codes, Crypto guidance 11:46
Invest in teams who build DeFi primitives to hodl team unlocks
You thought the team would sell their unlocks? WRONG You thought the team would collateralize their holdings on the EVM protocols and borrow against it ? WRONG You think the team will borrow against their holdings on a natively Hypercore designed money market ? You might be
Have put the trade on many times myself, it crushes in a steady state market, but absolutely not a trade you want to keep on during periods of elevated volatility. Learned this lesson after vaporizing a kucoin account back in 2020
Feels more likely a liquid fund was giga short dino coins against crypto-linked equity longs and got a tap on the shoulder from risk manager
Note from Spencer Hallarn, our Global Head of OTC: "As equity markets get smashed today, a rather peculiar rally in crypto especially centered in old school tokens: FIL, LTC, NEAR, DOT, ETC. One theory is this could be tied to Oct. 10 and maybe some exchange is repurchasing spot
@0xCryptoSam Throw in a large serving of HYPE deltas and you’ve described my pa
@Matt_Hougan Checking the prospectus for management/executive compensation plan will tell you if management is incentivized to do anything hard
@amritwt No he didn’t - option premiums are not reported, the dollar value is 100*contracts*strike price
So if the dodgers win…Ohtani’s translator is the real mvp, right?
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