A deep dive into Dopex and Ribbon
This article is from knower Substack, which contains a lot of alpha and insights, if you like this please give him a follow.Trial by fireIn late May of 2021, Crypto Twitter was introduced to a chain checking sleuth that goes by the name @gabagooldoteth. While doing some typical detective work, gabagool (as ill refer to him as for this article) discovered something suspicious occurring over at Ribbon Finance. Gabagool discovered that an address related to the nowdefunct Divergence Ventures VC ...
A deep dive into Dopex and Ribbon
This article is from knower Substack, which contains a lot of alpha and insights, if you like this please give him a follow.Trial by fireIn late May of 2021, Crypto Twitter was introduced to a chain checking sleuth that goes by the name @gabagooldoteth. While doing some typical detective work, gabagool (as ill refer to him as for this article) discovered something suspicious occurring over at Ribbon Finance. Gabagool discovered that an address related to the nowdefunct Divergence Ventures VC ...
![Cover image for Some thoughts on [Redacted]](https://img.paragraph.com/cdn-cgi/image/format=auto,width=3840,quality=85/https://storage.googleapis.com/papyrus_images/d835f831e399d4d43c6919f2b0313d429dbc2bb5c0b61265fbc387b54e54d90b.png)
Some thoughts on [Redacted]
This article is from knower Substack, which contains a lot of alpha and insights, if you like this please give him a follow.IntroductionAfter recent market volatility has put a damper on OlympusDAO’s growth and position in a burgeoning DeFi landscape, [Redacted] aims to resurrect its $BTRFLY token with some new strategies and implementations. For the unaware, [Redacted] serves as a subDAO of sorts for Olympus, aiming to maximize protocol owned liquidity (PoL) and increase the value of governa...
Some thoughts on [Redacted]
This article is from knower Substack, which contains a lot of alpha and insights, if you like this please give him a follow.IntroductionAfter recent market volatility has put a damper on OlympusDAO’s growth and position in a burgeoning DeFi landscape, [Redacted] aims to resurrect its $BTRFLY token with some new strategies and implementations. For the unaware, [Redacted] serves as a subDAO of sorts for Olympus, aiming to maximize protocol owned liquidity (PoL) and increase the value of governa...
The Curve Wars Rage On
This article is from knower Substack, which contains a lot of alpha and insights, if you like this please give him a follow.Here’s a quick storyBefore we take a treacherous dive into the recent events swirling amongst the Curve ecosystem, here’s a little story time - use metaphor and hyperbole to interpret the following in the best ways possible. If you’re uninterested in this and only want the technical-ish stuff, skip ahead to the next bold heading you see. In 1936, a geologist by the name ...
The Curve Wars Rage On
This article is from knower Substack, which contains a lot of alpha and insights, if you like this please give him a follow.Here’s a quick storyBefore we take a treacherous dive into the recent events swirling amongst the Curve ecosystem, here’s a little story time - use metaphor and hyperbole to interpret the following in the best ways possible. If you’re uninterested in this and only want the technical-ish stuff, skip ahead to the next bold heading you see. In 1936, a geologist by the name ...
The Absurdity Supercycle- Being Early After the End of History
This article is from Good Alexander which contains a lot of insights. If you find this interesting please give him a follow. I’ve been deeply confused by fundamental investing for several years, which is – perhaps, why I tend to stick to short term trading. But given recent moves in markets, there is some reflection to be done. I started my journey trading in 2006, when it made a lot of sense financially. By 2011 it was clear that trading was to become a vastly less appealing career. But it w...
The Absurdity Supercycle- Being Early After the End of History
This article is from Good Alexander which contains a lot of insights. If you find this interesting please give him a follow. I’ve been deeply confused by fundamental investing for several years, which is – perhaps, why I tend to stick to short term trading. But given recent moves in markets, there is some reflection to be done. I started my journey trading in 2006, when it made a lot of sense financially. By 2011 it was clear that trading was to become a vastly less appealing career. But it w...
An argument for DeFi 3.0
This article is from knower Substack, which contains a lot of alpha and insights, if you like this please give him a follow.IntroductionIf I was given a bag of loose coins for everyone on CT that has ever directly or indirectly used their followers as exit liquidity, I’d have to hire a staff of 10 to roll my change for me. It is what it is, crypto markets are still PvP and it’s better you realize this sooner than later. Are we going to get together and cry about this to try and fix the proble...
An argument for DeFi 3.0
This article is from knower Substack, which contains a lot of alpha and insights, if you like this please give him a follow.IntroductionIf I was given a bag of loose coins for everyone on CT that has ever directly or indirectly used their followers as exit liquidity, I’d have to hire a staff of 10 to roll my change for me. It is what it is, crypto markets are still PvP and it’s better you realize this sooner than later. Are we going to get together and cry about this to try and fix the proble...
