5/35 Optimism Strategy: $PIKA $CLIPP 🔴 Protocols: Pika Protocol⚡️, Clipper🏴‍☠️ In spite of $OP launching Airdrop #1, this strategy still works. $OP's Airdrop #2, #3, etc will come. They only airdropped 5%, there's 14% supply left 🪂 x.com/OlimpioCrypto/…

Do Kwon 🌕 Ur in the same situation Thai Baht did 20+ yrs ago w/ Tom Yum Kung Crisis. At that time, we ran out of reserve- lucky enough to get Japan to inject enough capital. You need more strategic partners. Offer them good ust and luna deals with 5-7 yrs lock up. This will save terra.

ok here is how the $luna $ust attack was coordinated & executed. 🧵 (quoted from a friend) - attacker OTC accumulated $1bn of UST - borrowed $3bn in $btc - spread around some fud about peg and bank runs - dumped the fuck out of their $3bn $btc on market to trigger wider panic

To get $ust back to its peg, major exchange need to delist $luna

2/ It has been inspiring to partake in the dynamic discourse regarding the best next steps for Terra. Taking feedback from the community and thoughtful proposals, I would like to suggest the following for the path forward. agora.terra.money/t/terra-ecosys… A thread on our reasoning:

Crypto founders: if you’re staring at a lot of red right now and wondering what to do about it, here are some thoughts from Sequoia's 50 years of experience, adapted for crypto 👇

Can we ignore trust to rebuild an ecosystem? Trustless? #terra

*BULLARD: US WILL BE RESERVE CURRENCY 'FOR A LONG TIME TO COME' This is a problem since Bullard has been wrong about absolutely everything, always...

I agree to this proposal, my only concerns are: 1. $aUST holders pre-attack should receive equal (or more) when compared to $UST holders post-attack. 2. $aUST holders has to include users in protocols like Pylon. $LUNA and dev proportions are pretty fair IMO.

YELLEN: RISING FOOD AND ENERGY COSTS HAVING STAGFLATIONARY EFFECTS big if true

อีป้าปากไม่ดีอีกแล้ว

Stock trading seems now the only way for crypto exchanges to make more money. #ftx

Oh normally it is your responsibility as CEO to repay users before shareholders as those tokens of users are in the liability side of the balance sheet (not asset) and as always shareholders are the last to get when a company is filed for bankruptcy.

1/ On the Fed, the bottom, and a potential relief rally. Part 2: the macro bottom Thread 🧵

$LUNA per: Pre-attack $aUST = ~0.0183 Post-attack $UST = ~0.0235 Pre-attack $LUNC = ~1.0347 Post-attack $LUNC = ~0.0000153

In response to today’s CPI print which showed broad-based and accelerating inflation, short-term FF futures moved upward implying peak FF of 3.68% by 12/22 with the Federal Reserve immediately thereafter cutting rates to reach 2.9% by 1/24. Implicitly the market expects a more

QT will probably end in early 2023, and not because of recession. It will stop because the Fed can't shrink its balance sheet past $8trn ($8.9trn now) without introducing problems for the system. The math is below. 1/ (Fed total assets)

MY FIRST LONG TWEET. Before ANY of more misinformation spreads on what I sometimes call “this damn platform, which capitalizes on sensationalism and misinformation,” this is why the Fed’s balance sheet grew last week by $298B. The Discount Window at the Fed is OPEN. Discount

So many on FinTwit are expecting (hoping) for a 2008 redux. Here is why it can't happen... In 2008 asset prices had fallen so far that the world was facing a collateral spiral. Then QE came and it took 6 months for collateral prices to stabilize and rise enough for debts to be

ความผิดของฮุน เซน ในเรื่องนี้คืออะไร? ไม่ใช่แค่ผิดมารยาทการทูตค่ะ การปล่อยคลิปนี้คือการจงใจแทรกแซงการเมืองภายในของประเทศอื่น ถึงขั้นหวังผล regime change หรือการเปลี่ยนรัฐบาล ซึ่งเป็นเรื่องร้ายแรงมาก รัฐบาล หรืออย่างน้อยที่สุด กระทรวงต่างประเทศ ควรต้องออกแถลงการณ์ประณามฮุน เซน