Research-driven venture studio building fintech. We write articles from the frontier: https://xitter.cf/t.co/K67N7hjiA7
Joined December 2024
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Shaper retweeted
Crypto projects can react in near real time to market conditions, selling into rallies more aggressively than public companies. The projects that do this the most, underperform relative to their peers.
New joint work with @MichaelCNowotny.
Shaper retweeted
Cross-sectional reversal in cryptocurrency returns is substantial. We extended our 70-name panel to a universe of 500 symbols and applied real-time selection criteria. Long-short (LMW) portfolios sorted on past returns and volatility generate high mean returns and high Sharpe ratios. Past winners sell off on average, and past losers rebound episodically. The effect is concentrated in projects with discretionary treasury management - a point we are continuing to investigate.
Shaper retweeted
Reversal is systematic in crypto returns. Portfolios that long losers and short winners (LMW), based on 8-12 week horizons, generate high Sharpe ratios and are almost orthogonal to the market. The effect is concentrated in relatively volatile, midsize assets.
Joint with @MichaelCNowotny
Shaper retweeted
If you build in Solidity and are curious about Soroban, read this first.
The mental model shifts are subtle but important:
No msg.sender. No msg.value. No inheritance. Typed storage. Native upgrades.
I wrote a concise breakdown + cheat sheet.
medium.com/@devs_92491/5-key…
Shaper retweeted
Kinetic is expanding to @StellarOrg's Soroban!
By bringing our lending and borrowing platform to a network built for global financial innovation, we’re adding new ways for individuals, institutions, and developers to utilize and grow their assets.
kinetic.market
Shaper retweeted
State of @coredao_org Q2
Key Update: Core's Theseus Hardfork activates fee sharing and smart contract hooks, boosting developer incentives and DApp flexibility.
QoQ Metrics 📊
• CORE and BTC Staked (USD) ⬆️ 30%
• BTC stakers also staking CORE ⬆️ 60%
• Average daily DEX volume ⬆️ 132%
Read the full report 👇
1/ @Coredao_Org dual staking continues to grow, with $706M staked in BTC + CORE at the end of Q2, up 30% QoQ.
Over half of BTC stakers now also stake CORE, with most of that in the top-yield Satoshi tier.
messari.co/4m5l3ix
Shaper retweeted
why we backed/ BITS
@bits_financial brings institutional-grade yield to Bitcoin without compromising custody or compliance. It's a clear path to unlocking BTC utility.
corechain.ventures/post/core…
Shaper retweeted
Big thanks to @formthefog, @hexshapeshifter, & @CoinChange_to for hosting Traders Guild Capital After Dark in Miami! 🔥
🚀 Formation: The infrastructure for the Autonomous Age, enabling access to AI models, agents, & inference—driving the 5th Industrial Revolution. Stay tuned for the Formation Agent Scavenger Hunt in May!
2️⃣ Coinchange: A leading partner for businesses looking to offer yield solutions effortlessly.
👉 Shapeshifter Technologies - Blockchain Consultant
Shapeshifter Technologies develops bespoke systems with ambitious, disruptive founders, drawing on insights from quantitative finance, computer science and economic theory.
3️⃣ Looking to allocate lp capital in DeFi/ Hedge funds?
We need liquid funds & capital deployers for DeFi protocols.
💰 DM me us via Telegram or X if interested in Dutch East India programs & capital opportunities.
📅 Join us at Digital Asset Summit NYC – March 19 lu.ma/hx30wdlm 🚀
Shaper retweeted
Thank you Bruno for recommending Sphere. excited to get off our dependence on Circle and OTC offramp providers! 💸
I pay 10bps to offramp w @sphere. Swaps on Solana shouldn't cost more than a few cents. Maybe you're using the wrong vendors?