Harry DM crypto - arcturus9/useful-link GitHub Wiki

Danny가 플랫폼 만들어주고 있는 structured product 거래하는 회사 https://www.q9capital.com/

Daniel Yan, Founding Partner at Matrixport Business Lines:

Quantitative Fund Management
Treasury Management
OTC Trading Service
Borrowing/Lending Service https://www.linkedin.com/in/daniel-yan-78a72011/details/experience/ (편집됨)

https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARKInvest[…]-bac4-79b73903df0c%7Cc686850c-7d2e-42ba-988b-fbd0fef94f06

https://github.com/JumpCrypto/crypto-reading-list

https://blknoiz06.substack.com/p/quarter-i-2022

https://twitter.com/adamscochran/status/1476652328736342023?t=klYKbOAAt396agBP9PlmSQ&s=19

Cryptocurrency market is too big to ignore. The crypto market surpassed $3 trillion in market capitalization during the 4th quarter of 2021 and will impact the hedge fund industry in many ways in the future. The 4 biggest long term trends we see include: Significant increase in flows to funds focused specifically on cryptocurrencies More hedge fund strategies including cryptocurrencies in their portfolios (for example CTAs, global macro and multi-strategy funds) Funds offering a Bitcoin share class. Many funds offer shares in multiple currencies and at some point they will also offer a Bitcoin share class. Funds converting to cryptocurrencies. This is a way to create liquidity for an illiquid fund structure. https://www.marketsmedia.com/top-hedge-fund-industry-trends-for-2022/

https://www.kcmi.re.kr/common/downloadw?fid=24487&fgu=002002&fty=004003

3:57 김갑래_미국과 EU의 가상자산거래자 보호제도의 시사점

Brunnermeiter et. al(2021)은 화폐의 디지털화가 진전되며 화폐의 전통적인 기능인 회계의 기준(unit of account), 교환의 수단(medium of exchange), 가치저장의 수단(store of vaule)이 분화(unbundling of the separate role of money)되고, 중앙은행이 발행하는 법정화폐는 장차 회계의 기준으로서의 핵심 기능만 유지하고, 빅 테크 플랫폼상에서의 디지털 포인트 또는 스테이블 코인 등 다양한 디지털 화폐들이 교환의 수단으로써 광범위하게 사용될 수 있다고 전망한다. 또한 기술의 발전으로 다양한 형태의 디지털 토큰이 생기면 새로운 디지털 통화지역(digital currency area)이 등장할 수 있고, 이 경우 자국화폐의 가치가 불안정한 신흥국의 경우 자국통화에 대한 통화주권을 특정 디지털 통화에 잠식당하는 디지털 달러화(digital dollarization) 현상도 예상된다. 우리나라가 이런 범주에 속하는 신흥국은 아니지만 인접국 중국에서 위챗이나 알리페이 등 디지털 통화가 광범위하게 활용되고 있고, 인민은행도 위안화 CBDC 프로젝트를 일찍부터 검토하고 있는 상황을 고려해 보면 중국의 디지털 화폐화의 진전이 우리나라에 미칠 여파에 대한 연구와 대비가 필요하다. https://www.bis.org/publ/work941.pdf

11:22 메사리 리포트 한글 번역본 https://cdn.korbit.co.kr/athena/etc/research/korbit_research_2_2021-12-17.pdf

https://www.machinelearningplus.com/plots/top-50-matplotlib-visualizations-the-master-plots-python/

Reverse Deconstruction Curve V2 v2를 보시려면 v1 백서의 수식을 먼저 보시는 게 좋구요 -> https://curve.fi/files/stableswap-paper.pdf v2는 그 수식의 invariant들을 여러가지로 variation 하여 얻어내는 모델이고 이 자료가 정리가 잘돼있습니다 -> https://coinyuppie.com/reverse-deconstruction-curve-v2/

https://blog.relate.kr/b2b-sales-guide-a16z/#lesson-3-go-to-market-%EC%9D%84-%EC%9C%84%ED%95%9C-%EC%8B%9C%EC%9E%A5-%EC%84%B8%EB%B6%84%ED%99%94 B2B 영업 가이드 by A16Z 안드리센호로위츠가 가르쳐주는 반복/재현 가능한 B2B 영업 프로세스 & 스케일

https://www.barrons.com/advisor/articles/betterment-acquires-makara-crypto-bitcoin-51644355282

DeFi 해킹 사례 https://cryptosec.info/defi-hacks/

https://sha256algorithm.com/

sha256algorithm.comsha256algorithm.com Sha256 Algorithm Explained Sha256 algorithm explained online step by step visually

크립토 좋은 글 모음 https://airtable.com/shraQiFHFxU7rm7Wv/tblBVGLgh1XQpun1b

퍼온글 NFT 리서치를 하며 서로 공유하면 좋을거 같아서 나름대로 괜찮은 내용들 정리해보았습니다:) 한 번 쭉 같이 읽어보며 대화 나눌 기회도 만들면 좋을 것 같습니다. NFT 7가지 종류에 대한 글인데 저는 리서치를 PFP와 멤버쉽에 집중해서 진행해보겠습니다. https://[xangle.io/research/61ea1ada70e34ba6cc7441b2](http://xangle.io/research/61ea1ada70e34ba6cc7441b2) NFT의 가치는 어디서 오는가? https://www.bryancollins.com/why-are-nfts-valuable/ NFT 4P 마케팅에 관한 글 https://twitter.com/Plan2F/status/1488759225517953024?s=20&t=_4Lx3m8dBTj8Gt5983nTaQ NFT 탄생과 동시에 태어난 새로운 직업 8개 https://app.sparkmailapp.com/web-share/TkPETl6JMhAlb0I865alT8DVG1qYy4O6ImsBBLA0 성공적인 NFT project가 되기 위한 process 모음 https://queue-it.com/blog/successful-nft-drop/ https://beleevens.medium.com/the-ultimate-nft-project-launch-guide-d40fd53fe97e

https://oikonomikos.tistory.com/m/entry/%EB%B9%84%ED%8A%B8%EC%BD%94%EC%9D%B8-1-%EB%B0%B0%EA%B2%BD

In the long run, we are all dead.In the long run, we are all dead. 비트코인 - 1. 화폐의 역사, 2. Moral Hazard

화폐의 역사 화폐는 항상 문제가 있었다. 그리고 사람들은 그것을 해결하고 싶어했다

https://medium.com/@riversh0215/a16z%EC%9D%98-%EC%B6%94%EC%B2%9C-%EC%95%84%ED%8B%B0%ED%81%B4-designing-internet-native-economies-%EC%9D%B8%ED%84%B0%EB%84%B7-%EB%84%A4%EC%9D%B4%ED%8B%B0%EB%B8%8C-%EA%B2%BD%EC%A0%9C-%EB%94%94%EC%9E%90%EC%9D%B8%ED%95%98%EA%B8%B0-%ED%95%9C%EA%B8%80%EB%A1%9C-%EC%94%B9%EC%96%B4-%EC%9D%BD%EA%B8%B0-260542b90e7d

MediumMedium a16z의 추천 아티클 “Designing Internet-Native Economies”(인터넷 네이티브 경제 디자인하기)” 한글로 씹어 읽기

nonsen도 구글의 BigQuery를 씀 https://cloud.google.com/blog/products/data-analytics/introducing-six-new-cryptocurre[…]in-bigquery-public-datasets-and-how-to-analyze-them?hl=en_US

Google Cloud BlogGoogle Cloud Blog Introducing six new cryptocurrencies in BigQuery Public Datasets—and how to analyze them | Google Cloud Blog

https://docs.terra.money/docs/develop/module-specifications/spec-market.html

crypto feed https://github.com/bmoscon/cryptofeed/blob/master/examples/demo_deribit_authenticated.py

여기는 홍콩 헤지펀드인데 펀드는 몰타에 있고 jurisdiction만 케이먼 https://www.bastiontrade.com/group

Python Visualization https://altair-viz.github.io/

Data & Research https://research.thetie.io/

research.thetie.ioresearch.thetie.io The TIE Research

Coin98 Insights https://coin98.net/en (편집됨)

trend following https://qoppac.blogspot.com/2018/11/is-trend-following-dead.html#:~:text=One%20characteristic%20of%20trend%20following,return%20as%20my%20performance%20measure. https://www.followingthetrend.com/2014/04/trend-following-does-not-work-on-stocks/ https://seekingalpha.com/article/4349923-capturing-trend-in-cryptocurrencies https://blog.cleo.one/crypto-trading-strategies-that-work/ https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2949379

qoppac.blogspot.comqoppac.blogspot.com Is trend following dead?

Report on Stablecoins - Treasury Department https://home.treasury.gov/system/files/136/StableCoinReport_Nov1_508.pdf

Block by Block: Assessing Risk in Decentralized Finance https://www.moodysanalytics.com/articles/2021/block_by_block_assessing_risk_in_decentralized_finance

https://hashedfund.slack.com/archives/CCB5GHH9A/p1650927543245639

Andrew SteinwoldAndrew Steinwold @AndrewSteinwold Turning $700k into $4 BILLION??

https://anypadio.medium.com/crypto-assets-actively-recommended-by-institutional-funds-9540f9c1cfdd

MediumMedium CRYPTO ASSETS ACTIVELY RECOMMENDED BY INSTITUTIONAL FUNDS A recent study by Crypto Exchange Bitstamp shows that Institutional Funds are actively recommending Digital Assets to their Clients.

https://twitter.com/jackchong_jc/status/1521603569685872640?s=21&t=Pm5qWYvwrzbs19FAqaTgOQ

jackchong.ethjackchong.eth @jackchong_jc DeFi will eat TradFi. The question for 10x founders and investors is 1) timing and 2) where the DeFi 'bite' starts.

저도 출금 사고 건이 잘 해결되기를 희망합니다만.. 여러 정황상 OCP 팀이 해결해줄 의지가 얼마나 있을지 의심되는 상황이긴 하네요. Omni Consumer Protocols의 트웨터 계정이 삭제되어있음 https://twitter.com/omnic_pro/ 매달 몇개 이상씩 글이 올라오던 OCP medium에 올해 1월 이후로 글이 안 올라오고 있음 https://medium.com/omni-consumer-protocols OCP 토큰가격이 작년말 DEX 상장 직후 고점 대비 1/10 수준으로 하락 https://coinmarketcap.com/currencies/omni-consumer-protocols/

https://crsreports.congress.gov/product/pdf/IN/IN11928&ved=2ahUKEwiF89-34Ob3AhUGY94KHUV8DqIQFnoECBQQAQ&usg=AOvVaw0I5pOxWyktPz2wKV1ooqVE

https://research.cointelegraph.com/

Harry 오후 6:02 https://i.imgur.com/XK14Pkr.png https://www.reddit.com/r/Wavesplatform/comments/uqcmhv/waves_and_usdn_is_next_to_go_down/ https://medium.com/wavesprotocol/waves-whitepaper-164dd6ca6a23

WAVES를 staking하면 USDN staking으로 변환
WAVES staking earn은 연간 약 6%
USDN은 WAVES token으로 backed됨. Smart contract에 locked된 토큰은 staked됨
staker의 profit은 10%+ 증가함. 모든 user가 USDN을 stake하지 않으면, staking profit은 stake한 user만 가져감(?)
Therefore, USDN is effectively an interest-bearing stable coin, => This also has a positive impact(?) on the stability of the US dollar peg, since it boosts the value of the underlying WAVES token.
NSBT (Neutrino System Base Token)

it works as a bond
so-called Backing Ratio (BR)
BR is the share of WAVES reserves in relation to the total Neutrino supply
BR is the share of WAVES reserves in relation to the total Neutrino supply
Deficit 모니터링 http://dev.pywaves.org/usdn
실시간 BR https://beta.neutrino.at/api/explorer/get_br

To go up to restore the balance, WAVES’ price doesn’t necessarily have to go up. The stability can also be restored through additional backing locked on the smart contract. That’s another point on how Neutrino differs from other protocols based on Ethereum.
To successfully trade NSBT, it is important to identify and follow three major factors that lead to growth in BR: increase in the WAVES market value increase in the number of WAVES tokens in the reserves as a result of WAVES/USDN swap operations increase in the number of WAVES tokens in the reserves as a result of issuance NSBTs via the smart contract.

https://twitter.com/ScarletSijia/status/1525570062467231744?s=20&t=M6dSj0VDTn9jrRr1WhKgsg

Scarlet ChenScarlet Chen @ScarletSijia This is astonishing - Rising interest rate in USD environment VS yield dropping in crypto environment due to the bear market (token prices down, TVL dropping) leading to a reverse in relative yields of US 1 year treasury bill VS Curve 3pool yield (data source: FRED & Curve) https://pbs.twimg.com/media/FSvpixnUUAEz-me.jpg

In the end, the government will win. https://medium.com/crypto-unchained/there-will-be-blood-in-the-streets-a-metaphor-for-whats-to-come-in-cryptocurrency-64a63af8d46f 4 Reasons to Believe the Deep State (or the NSA) Created Bitcoin https://www.ccn.com/4-reasons-to-believe-the-deep-state-or-the-nsa-created-bitcoin/ Wait for the people to lose faith and for the prices to stay still. Invest an amount of money that I can afford to lose on any of the top 10 cryptocurrencies. Wait (and hope) for a rise in prices that could buy me (at least) a nice car. https://medium.com/illumination/the-perfect-opportunity-to-buy-crypto-is-almost-here-ba3f5d09afc6 (편집됨)

A new DeFi primitive is born: The launch of Tokenized Ranged Markets https://thalesmarket.medium.com/a-new-defi-primitive-is-born-the-launch-of-tokenized-ranged-markets-e1d85165627a https://docs.thalesmarket.io/using-thales/thales-academy https://thalesmarket.io/ranged-markets https://exoticmarkets.xyz/#/markets

과연 5년후에도 swift가 지금처럼 쓰이고 있을지? https://www.google.com/amp/s/www.coindesk.com/business/2022/05/24/mastercard-ceo-teases-cbdc-panel-swift-may-not-exist-in-5-years/%3foutputType=amp 구글도 web3를 준비 https://www.google.com/amp/s/cointelegraph.com/news/google-seeks-fresh-talent-to-lead-global-web3-team/amp Soul bound token! Vitalik proposed soulbound tokens (SBTs) in a new paper as the Web3 credentials of the future Tron은 terra의 길을 따라갈 것인가 https://cryptobriefing.com/tron-defi-surges-on-terra-inspired-stablecoin-launch/?utm_source=feed&utm_medium=rss Lido Finance has refused to support Terra’s new blockchain FTX Boss Promises Record $1B for Democrats’ 2024 US Presidential Campaign https://beincrypto.com/ftx-boss-promises-record-1b-for-democrats-2024-us-presidential-campaign

투자예시 - DRIP, Yieldnodes, Zion, EMP, Piggy Bank, KD5 Miners, Polar, STRONG, RocketFuel, Horde, Goldmint https://medium.com/@jpelton722/my-journey-to-10k-day-in-passive-income-part-7-b9fbaaaeb408 The Reign of Terra: The Rise and Fall of UST https://medium.com/dragonfly-research/the-reign-of-terra-the-rise-and-fall-of-ust-208dabbc8e6e 3 Crypto scams on Medium you need to watch out for!

Rebase token
Frontrun/Sniper bots
DRIP https://medium.com/coinmonks/3-crypto-scams-on-medium-you-need-to-watch-out-for-66fa69256b54 Ten fastest-growing apps in 2022
Postman, Miro, Fivetran, monday.com 좋아보임 https://blog.curiosity.ai/ten-fastest-growing-apps-in-2022-including-some-you-dont-know-c177e46cc5f1 TRON https://medium.com/@reinknapp/this-is-earning-me-us-10-61-a-day-for-life-f5837da53f59 Another Great Depression Might Be Coming Very Soon — Are You Ready? https://medium.com/illumination/another-great-depression-might-be-coming-very-soon-are-you-ready-edaabdb9afa2 Wormhole Uninitialized Proxy Bugfix Review https://medium.com/immunefi/wormhole-uninitialized-proxy-bugfix-review-90250c41a43a A New Era of State-Backed DeFi Blackhats Is Upon Us https://medium.com/immunefi/a-new-era-of-state-backed-defi-blackhats-is-upon-us-f43f4c033d82 Bitcoin is Having a Bretton Woods Moment https://medium.com/zen-and-the-art-of-crypto/bitcoin-is-having-a-bretton-woods-moment-37fc36493ab2

#1 Twitter #2 Discord #3 Etherscan #4 Whale/Wallet watching #5 Token sniffer #6 Hype & Social Sentiment #7 Allocation & Risk management. #8 Cautions #9 Scams & Security. https://covduk.medium.com/shitcoins-can-make-you-100x-if-you-play-them-right-heres-how-you-do-that-bce3008ff1dd I asked some of the biggest crypto accounts what they’re doing. Here are their responses. https://covduk.medium.com/i-asked-some-of-the-biggest-crypto-accounts-what-theyre-doing-here-are-their-responses-ec4e7969eebc Surviving A Bear Market With Your Crypto Portfolio https://blog.cryptostars.is/surviving-a-bear-market-with-your-crypto-portfolio-af4f6137602a

Baekdu Technology https://medium.com/@defi_baekdu/%EB%94%94%ED%8C%8C%EC%9D%B4-%EC%83%9D%ED%83%9C%EA%B3%84-%ED%8C%8C%EC%83%9D%EC%83%81%ED%92%88-4d2879c6fca5

MediumMedium 디파이 생태계: 파생상품 지난 글에서는 디파이의 현물 시장에 대하여 알아보는 시간을 가졌다. 구체적으로는 탈중앙화라는 관점에서 DEX들이 어떠한 Automated Market Maker를 활용하는지에 대해 알아봤

Crypto Event 2022 https://docs.google.com/spreadsheets/d/1J8C3cLbruoKEPrvoO1ym4RGE2VX-WU4HyXsM7H1GqWM/edit#gid=0

https://twitter.com/milesdeutscher/status/1557059384143781890 https://twitter.com/RennickPalley/status/1559912197454954498 토큰 상대평가(가치투자) 프레임워크 개요가 잘 정리된 스레드가 있어 공유드립니다 (최근 가장 고민하던 부분인데 역시 세상엔 앞서가는 사람들이 많네요) 다음 시즌부터 정도면 상장주식 시장의 다양한 섹터별 기업분석 애널리스트가 활동하는것 처럼 토큰 레이어별(프로토콜-인프라-디파이-디앱) 매출분석과 전망을 깊이 있게 분석/공유하고, 유의미한 가치투자 잣대로서 시장에서 인식하는 포인트가 오지 않을까 생각하게 되네요