Felipe Montealegre
@theiaresearch
56 Following
86 Followers
Casts
Casts + replies
David @SGV
@d
3 takeaways from @theiaresearch recent chat: 1/ Crypto companies have a higher cost of capital, so an investor demands 5x revenue multiples, vs. 10x+ on US equities 2/ We need S1s and quarterly report equivalents for crypto. Guidelines the best tokens should follow to signal their quality 3/ Incentives, points, narratives, these all will lead to false PMF and teams wasting time and resources. Find PMF first https://youtu.be/99XsVSN_doQ?si=WTevMDAAFLFcxbIM
0 reply
1 recast
1 reaction
Felipe Montealegre
@theiaresearch
https://x.com/TheiaResearch/status/1876618725547233417
4 replies
1 recast
20 reactions
Felipe Montealegre
@theiaresearch
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
0 reply
0 recast
1 reaction
Felipe Montealegre
@theiaresearch
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
0 reply
0 recast
1 reaction
Felipe Montealegre
@theiaresearch
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
0 reply
0 recast
1 reaction
Felipe Montealegre
@theiaresearch
I’ll be posting fundamental analysis on liquid tokens and interesting mental model analyses Lots of python models — don’t miss it!
0 reply
0 recast
1 reaction
Felipe Montealegre
@theiaresearch
This place is awesome
0 reply
0 recast
0 reaction
