Hey Joe, keep your chin up. You do a great job evaluating projects. No one gets everything right, and a retirement of a prominent coder like Andre couldn't be anticipated. Keep up the great work, and thanks for sharing your thoughts.
First congrats on good job you are doing, sharing free alpha with everyone. It saved me a lot of time in the past weeks. AC leaving DEFI shortly after solidly was launched is not something one can anticipate, because the odds are generally small for devs to leave a project just after its launch. When you step back, all these tokens (weve, solid, sex or oxd) could be farmed at high aprs with little opportunity cost of capital, so no one was forced to buy them and risk more than needed to. In general, I think you are drawing correct conclusions to think more about the downside risk and position sizing, as there is not much free lunch in times of declining DEFI TVL. Please keep up your work and do not vanish to fast in a premium discord as your name in the space will bring you more in the long run.
I appreciate your posts. The people pointing fingers are just unwilling to accept responsibility for their own actions.
Hey Joe, keep your chin up. You do a great job evaluating projects. No one gets everything right, and a retirement of a prominent coder like Andre couldn't be anticipated. Keep up the great work, and thanks for sharing your thoughts.
First congrats on good job you are doing, sharing free alpha with everyone. It saved me a lot of time in the past weeks. AC leaving DEFI shortly after solidly was launched is not something one can anticipate, because the odds are generally small for devs to leave a project just after its launch. When you step back, all these tokens (weve, solid, sex or oxd) could be farmed at high aprs with little opportunity cost of capital, so no one was forced to buy them and risk more than needed to. In general, I think you are drawing correct conclusions to think more about the downside risk and position sizing, as there is not much free lunch in times of declining DEFI TVL. Please keep up your work and do not vanish to fast in a premium discord as your name in the space will bring you more in the long run.