I run a multi-strat / multi-manager platform @NickelDigital. Previously @CambrialCapital

London
Joined November 2009
Thank you @BillBrewsterTBB for having me on! Following some great guests here, i'm honoured :)
@dfauchier this week. Hopefully this conversation is educational and expands the mind a bit. It was fun talking to him. Thank you for joining David! open.spotify.com/episode/07a… podcasts.apple.com/us/podcas…
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Proving that Craig W actually is the father of crypto is one of the only things that could make me look for a new industry.
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This is pretty shocking. Interestingly, in crypto markets we’re finding very attractive (low) correlations between different strategies.
The correlation heatmap of traditional hedge fund strats shows they're all basically the same: equities in disguise You can't get diversified by investing in the same things everyone else invests in Real diversification requires real contrarianism
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If you get a chance to work with Ha… take it!
We're hiring for our crypto investment team! ✨ The role will come with a lot of responsibility and flexibility and will help us shape our positioning in the wider crypto ecosystem. Please let us know if you know someone who might be the perfect fit :) linkedin.com/posts/ocean-inv…
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This is the clear and (in retrospect) obvious description of what the end game looks like for L1s that i've been looking for all these years. And nice to see a friendly face in there too @ObadiaAlex 🙌 vitalik.ca/general/2021/12/0…
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Wow. Maybe a little premature, but I love that they did this 😂
🍟😂 SAVAGE. AS. F*CK.
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This was an awesome paper 🤩. Well done @ObadiaAlex & team. The CeFi trading playbook was written dacades ago in TradFi. It’s an implementation game. The DeFi trading playbook is being written, right now, in plain sight.
First wip paper out of Flashbots Research on MEV in a multi-chain, cross-domain future: arxiv.org/abs/2112.01472 How do we define it, what does it mean, and what will it do to the system we love? joint work w/ @fiiiu_ @lakshmansankar @tarunchitra @vaibhavchellani @phildaian
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Exactly how I felt reading about @LemmaFinance for the first time. Wen backwardation?
some protocol whose pitch is that they'll do one of our trades worse than we do it just raised 15x our AUM and people keep asking me "why don't you sell your fund on the blockchain"
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David Fauchier retweeted
To paraphrase Ben Graham, "In the short run, the market is a panic machine, but in the long run, it's a bagholding machine"
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Not that it isn’t deserved, but being cited in the FT by @RobinWigg just above @profplum99 (Mike Green) and @vol_christopher (Chris Cole) would kinda make my day ;) @choffstein FTW 💁‍♀️💁‍♀️
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Rarely do we have as clean cut an explanation for a crypto market crash
We feared this day like no other and are truly shocked for it to happen just now. In deep sorrow, we have to announce the loss of our beloved furry friend.
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This actually makes all the sense in the world. Something to think about 🤔
Thinking out loud: What the next crypto bear market might look like. A short thread 👇
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David Fauchier retweeted
Hi, my name is Trey. When I was younger, I only cared about music. Growing up in Indiana, I constantly dreamed about a "life on the road." Later I realized that, while i did love music, what I was really after was "freedom"...but more on that in a bit..
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Holy moly is this retarded & irresponsible. “By the time 10 years have elapsed the annual percentage yield will be 146%, Mow said, based on Blockstream models predicting the price of bitcoin will have hit $1 million within the next five years.” coindesk.com/business/2021/1…
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I know some *incredible* VCs that work their socks off, but there must be some that fit this description to a T 😂. I feel like they work at Tiger or SB or a FO tho…
I am a venture capitalist. Here's my daily routine 🧵 8am: Wake up hungover from a crypto dinner. While in bed, tweet how refreshed I feel from a great night on my Eightsleep and my 1-hour morning meditation.
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What people who don’t know anything about crypto think crypto is 😂
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I think I maybe get NFTs now. Also DAOs.
why did someone buy the US constitution for $43.5 million dollars. why dont they just right click save the text and print their own copy ?
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