Dovey "Rug the fiat" Wan (hiring)
Dovey "Rug the fiat" Wan is the founder of Primitive Crypto, offering a unique perspective on the digital asset landscape. She shares insightful commentary on macro trends, decentralized finance, and the philosophical underpinnings of crypto. Engage with her expert analysis and thought leadership across her Twitter channels.
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Latest X Posts
advanced models look rational in isolation may switch into trend following when surrounded by weaker or more speculative agents 😂 agents cant escape the law or reflexivity h/t to @mrcpangallo @RMaria_drc and other authors for this intriguing paper https://arxiv.org/pdf/2604.18602
Super interesting read on agentic trading behavior analysis: I always assume the world of agentic trading is a much more "efficient market" but this paper reveals that agents will encounter "machine spirit" problem and further increase system fragility when its population grows https://t.co/OPaivLRbsK
Defi won't go away but will be pushed more towards the upper funnel, it essentially provides a global access to cheaper cap supply, and cheaper cac as the reg arb (wallet, product issuance, cap formation) still there Bitcoin banked the unbanked, Defi brokers the unbrokered
the yield should be above BBB** (BBB has liquid enough active ETF so liquidity is decent) imo onchain pooled style mmf is acting as a venue to those who have hard time borrow in tradfi and have no where else to park their crypto (unbrokered, confiscation etc etc) Also it's not a carry trade as the moment you have access to the yield elsewhere, the capital opportunity cost in the formula change completely
Good in theory but hard in practice. onchain money market's allocators profile are mostly "unbrokered", a large sum are Chinese whales who value sovereignty & coercion-resistance. almost all defi protocol when boos-trapped TVL targeted Chinese whales. Tether never pays yield since day 1 and proliferated in all the dollar constraints region for the same reason (and Tether is a most sustainable lender of last resort too, their rate is 5%+ SOFR) Intuitively onchain mmf should be somewhere above BBB but thats assuming 1) everyone have access to US capital market 2) we know the annualized probability p of total loss from a major exploit or systemic failure
https://maps.app.goo.gl/qcnj7AiXYS4fLU8h9 thank me later for the alpha 🤭 full sablefish fillet in the middle and 4 other kinds of fishes + 2 type of chicken cuisines and a bunch of sides.
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Latest X Posts
advanced models look rational in isolation may switch into trend following when surrounded by weaker or more speculative agents 😂 agents cant escape the law or reflexivity h/t to @mrcpangallo @RMaria_drc and other authors for this intriguing paper https://arxiv.org/pdf/2604.18602
Super interesting read on agentic trading behavior analysis: I always assume the world of agentic trading is a much more "efficient market" but this paper reveals that agents will encounter "machine spirit" problem and further increase system fragility when its population grows https://t.co/OPaivLRbsK
Defi won't go away but will be pushed more towards the upper funnel, it essentially provides a global access to cheaper cap supply, and cheaper cac as the reg arb (wallet, product issuance, cap formation) still there Bitcoin banked the unbanked, Defi brokers the unbrokered
the yield should be above BBB** (BBB has liquid enough active ETF so liquidity is decent) imo onchain pooled style mmf is acting as a venue to those who have hard time borrow in tradfi and have no where else to park their crypto (unbrokered, confiscation etc etc) Also it's not a carry trade as the moment you have access to the yield elsewhere, the capital opportunity cost in the formula change completely
Good in theory but hard in practice. onchain money market's allocators profile are mostly "unbrokered", a large sum are Chinese whales who value sovereignty & coercion-resistance. almost all defi protocol when boos-trapped TVL targeted Chinese whales. Tether never pays yield since day 1 and proliferated in all the dollar constraints region for the same reason (and Tether is a most sustainable lender of last resort too, their rate is 5%+ SOFR) Intuitively onchain mmf should be somewhere above BBB but thats assuming 1) everyone have access to US capital market 2) we know the annualized probability p of total loss from a major exploit or systemic failure
https://maps.app.goo.gl/qcnj7AiXYS4fLU8h9 thank me later for the alpha 🤭 full sablefish fillet in the middle and 4 other kinds of fishes + 2 type of chicken cuisines and a bunch of sides.