-
Main Channel t.me/blockchain_lobsters
In this regard staking mechanisms shouldn't change value eventhough they now created multiple classes of tokenholders. AFAIK DAOs don't pay taxes, so any interest they pay on loans is not deductible from the taxes they don't pay
Читать полностью…
https://www.investopedia.com/terms/m/modigliani-millertheorem.asp
It consistently feels like we are speed running lessons that have already discovered years ago in TradFi.
Capital structure mix shouldn’t change value.
Although maybe the study of stock options compensation VS cash compensation might have something different to say about this
yappers, I made a thing that might be useful: https://x.com/bitfalls/status/1874404247850336708
Читать полностью…
If you know where it is, you know. If you don’t, you don’t. Echo is public, the group is there. No hand holding needed boss.
Читать полностью…
where can i see the echo group? i don't see it in group list on echo
Читать полностью…
Hi frens, happy New Year and all that shabang 💫🎄 Anyway, went through 1.3K Echo requests manually... dare to say I hate you all. And I hate cobie. As people get notifications about having been accepted, the closed telegram chat will grow. However, the number of accepted members is now ~330 (you see that on echo).
Objective
There is no agenda to turn this into a shitcoin fest or have it as an open garden for everyone to milk you for fees [kek, one day]. Overall, want to keep a pretty high degree of curation, just like lobsterdao vibes have been (or at least have tried to stay since 2018!) No point to get into 100 locked bags at the top of the bull market and then get rekt. You know, like all our bags of 2021 which still haven't TGE'ed. Yikes. Let's be smarter this time. This time will be different / s.
💡 As an angel myself I pass on 95%+ of the things. Right or wrong, so far I am at least still alive. I have no objective to start doing 1 deal per day, but if there is ever very a strong desire to get something, I can always look into things.
Member Criteria
Criteria who got in: not only just friends or mutuals. I tried to mix things up with seemingly high-signal people based on their timelines or githubs if they provided those. A half are people I haven't been connected to before directly, which imho is actually great. So if I didn't know you but you seemed to have cool content (or be properly retarded) or build something - accepted. After all, Echo to me is about supporting a potential portco through different means and abilities. That is marketing, content, dev, BD stuff, etc. And not just a friend investment group. Text changes in GitHub are also developer skills so please stfu.
a) lobs holders who I could identify (if you are a holder but not in Echo and want to be, make sure you are in kingdom first, and then DM so I will check)
b) team members of good projects (high correlation with lobs holders hence why they are poor and have to work)
c) rotten but well-followed twitterati brains
d) a lot of founders, GPs, trench fighters, etc. quite a few top names I followed myself but never got connected to before
Also a bit of FAQ:
1️⃣ If your friend was rejected by accident, please ping me and I will double-check. If you have a friend you think must be here and is high alpha, invite them. I went through everyone manually, but could have misclicked. Oh and ye if you had farcaster connected, I can't fking check anything on it cause it's kinda meh.
2️⃣ Deals? Oh right. Will sleep and send a suggestion for the first one.
3️⃣ Legal disclaimer by echo applies: can't save anything from here, can't talk while the deal is ongoing, can't make screenshots, can't shill profits or the group, etc. Otherwise it's a ban here, in lobs, and cobie might publicly drag you into the cesspool of poop. Don't fuck around to find that out. Also there is no dao revenue sharing, expectation of being accepted, or whatever else. Other strict disclaimers apply.
4️⃣ Let's keep this group for money-losing only please. Either past or future. If you want to meme or have fun with friends, I am sorry, but don't do this here. Unless during a deal going through, when excitement kicks in. Then it's fine. Otherwise be real, so we can lose money in peace. And ye, no public info posting from here. Respect privacy of whales and builders.
5️⃣ Because people here are kinda high-alpha in general, talking of other bags (liquid too) is kinda ok. But don't try to dump your bags on us, it will be very quickly noticed and you'd be exposed. Shilling what you love could be ok sometimes, but for exit liquidity purposes - you know what will happen to you xoxo.
Happy New Year guys, hope yall achieve great things this year!
Читать полностью…
Vitalik donates 50 ETH (approx. $170K) to Alexey Pertsev’s legal fund, Helping raise over 184 ETH for Tornado Cash developer’s defense. - etherscan.io
Читать полностью…
Yes but who says that sequencer is not sequencing based on some extractive method?
Читать полностью…
https://x.com/schorlukas/status/1874535443066482843?s=46
Читать полностью…
Bro, mm theory is about equity and debt capital structure, not about cap table composition . Also the assumptions are no taxes, while debt increases tax deductible income ie tax shield, so it is not working in practice
Читать полностью…
Bad token structure can kill value but good token structure doesn’t create it.
Seems what HL has today is high returns on the token base with expectations of its future growth. Yearn had those expectations at one point it just couldn’t keep up with them.
Right,it is also depends on what is the product, who are the team, gg location etc. We did saw an impressive shift this year away from VCs.
Читать полностью…
https://x.com/bravosresearch/status/1874123339591278871?
Читать полностью…
No cross-correlation of content with kingdom or with the chat here, so sleep tight. Actually don't sleep, go celebrate and make up new fake new years resolutions. GFY <3
Читать полностью…
Happy New Year from a long-time reader/rare poster.
I learn a ton almost every day from this chat, and appreciate both the insight and occasional gallows humor that makes it possible to exist in this ridiculous but beautiful industry.
May you all get Lambos, inner peace, and/or anything else your hearts desire in 2025.
Happy New Year, guys. Wish you happiness and health in the next year. May it be more productive and better than the previous one. 💡🎄🎉🎄🎁
Читать полностью…
And the sequencer team would get fucked by users instantly, wouldn’t they
Читать полностью…