Pat Jaffe (@isthatPatJaffe) header
Pat Jaffe (@isthatPatJaffe) profile picture

Pat Jaffe

@isthatPatJaffe

Aussie in London. Commercial strategy @ eucalyptus, ex-McKinsey, ex-DeFi, ex-JPM

 London, England
substack.com/@patrickjaffe
Joined November 2021
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Photo by Pat Jaffe (@isthatPatJaffe)Photo by Pat Jaffe (@isthatPatJaffe)Photo by Pat Jaffe (@isthatPatJaffe)
Statement from the White House yesterday blaming China for the GFC… that is NOT what Margot Robbie told me in the bubble bath in The Big Short
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While everyone’s looking at stock prices, the smart money is watching bonds. Find out why: open.substack.com/pub/patric…
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Pat Jaffe retweeted
Thor (@0xThoor) profile picture
Thor
@0xThoor12 Sep 2022
Which perp protocol is doing better currently?🧐 @GMX_IO @gains_trade @mycelium_xyz Let's look at the past 14d metrics such as fees, volume, user adoption but also P/E ratio, yield & more🧵 1/9
Image from Thor (@0xThoor)
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Thread: some still open contradictions in my thoughts and my values, that I have been thinking about but still don't feel like I've fully resolved.
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Have heard more than one person tossing up “buying the dip” on LUNA. It is currently down 99.99% in the last couple days since UST depegged. A naive view is “It is down so much, this must be a buy opportunity if they pull off a comeback!” flawed thinking at this time, a 🧵
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8/n The Terra blockchain, which LUNA powers, has been halted. The cheaper it gets, the more likely it is that somebody can buy it up and attack the network by gaining control of a majority of the nodes. This would make prob. of a comeback similar to LUNA’s current price.
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9/9 There is a high probability your computer will not be able to display the amount of decimal places required to read $LUNA price over the next few days. There is no rationale upside opportunity until all of the debt (UST) holders have been satisfied.
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why do i feel like as soon as all circulating $UST has been liquidated the mother of all short squeezes will begin on $LUNA
Grim timing but I just completed a personal project which culminates in my bear theses and critiques of the crypto market. Check it out here: link.medium.com/62lRAXOOXpb
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Very interested to see if $UST situation drives more or less people to $USN
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You can't talk about perps without talking about the king: @dYdX Wonder why $DYDX has been down only? 👇 👇 Come at the king, best not miss 👇 👇
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If $APE and @yugalabs move their collections to another chain is it a ridiculous take to think they’ll go to $FLOW ? Flow was created by Dapperlabs after they had their own gas issues with cryptokitties. Obvs more centralised but don’t know where Yuga stands in that argument
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Pat Jaffe retweeted
Elon Musk (@elonmusk) profile picture
Elon Musk
@elonmusk28 Apr 2022
Next I’m buying Coca-Cola to put the cocaine back in
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Great thread from the 🐐
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