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Felipe Montealegre (IFS)
Investment team at Theia // Posting about the Internet Financial System (IFS)
Shipping speed is out of control. Team at DefiLlama asked me YESTERDAY if there were any metrics Theia really wanted to see on the website. Absolutely unbelievable.
9.8. klo 02.36
We've added a new market cap metric to DefiLlama: Outstanding FDV
Outstanding FDV measures the value of tokens that are already in circulation or allocated.
FDV includes tokens that may never come into circulation.
Market Cap excludes tokens that are already allocated, but locked up.
Outstanding FDV solves this by capturing scheduled future dilution, while excluding tokens that are currently unallocated.
16,6K
Felipe Montealegre (IFS) kirjasi uudelleen
We've added a new market cap metric to DefiLlama: Outstanding FDV
Outstanding FDV measures the value of tokens that are already in circulation or allocated.
FDV includes tokens that may never come into circulation.
Market Cap excludes tokens that are already allocated, but locked up.
Outstanding FDV solves this by capturing scheduled future dilution, while excluding tokens that are currently unallocated.
30,9K
here is the Jeven's paradox math for people who don't think we will see >60% attrition in white collar employment
Top 20% of people product 80% of output
Top 20% of people now produce 10x more output (at least)
8x output with 20% of people
QED
9.8. klo 00.57
Post-LLM talent split:
1) Input = less, output = same
2) Input = same (or more), output = multiples higher
Very little in between from what I’ve seen.
844
I am now at the output of a small village
9.8. klo 00.57
Post-LLM talent split:
1) Input = less, output = same
2) Input = same (or more), output = multiples higher
Very little in between from what I’ve seen.
999
This is a post about Internet Capital Markets on MetaDAO
1.8. klo 02.06
With $FIG we have another massive "POP" highlighting the gross inefficiency in the modern IPO process. It's very simple. They REFUSE to match supply/demand (that happened today). They brag about the mis-match - "30X oversubscribed." The outcome is expected & fully intentional.
1,36K
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