Felipe Montealegre (theiaresearch)

https://x.com/TheiaResearch/status/1876618725547233417

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Taleb gave us the tools to win and then loudly began to root for our failure And that somehow makes sense given his character https://warpcast.com/jayme/0x2c1fedd1

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A few months ago there was a discussion of whether Uniswap v3 pools were profitable under the microscope of a markout analysis. I recommend this piece to understand the puts and takes. https://crocswap.medium.com/usage-of-markout-to-calculate-lp-profitability-in-uniswap-v3-e32773b1a88e

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https://x.com/TheiaResearch/status/1876618725547233417

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I’ll be posting fundamental analysis on liquid tokens and interesting mental model analyses Lots of python models — don’t miss it!

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This is an industry built on the power of incentives And incentives can quickly turn us into narrative and cobweb spinners Remember Truth is the fundamental ingredient to good outcomes Investing in fundamentals means a attempting to learn the truth

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