Sitesh@inSitesh · 2026/08/25观点输出the holy defi nihilism effect is here
long live fast finance
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Sitesh@inSitesh · 2026/08/24观点输出@0xJord4n @jumperapp @lifiprotocol great run. wishing you luck man!
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Sitesh@inSitesh · 2026/08/24观点输出@namanc19 @kamino has similar design too
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Sitesh@inSitesh · 2026/08/20观点输出RT @Decentralisedco: New essay : Non consensus and right
Why we believe the next era of crypto venture will be defined by slow, patient ca…
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Sitesh@inSitesh · 2026/08/18观点输出@gyan_w3b do something non-creative
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Sitesh@inSitesh · 2026/08/14观点输出claude somehow went from a thoughtful coworker to reddit mod with amnesia https://t.co/5Cy9IiMh8t
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Sitesh@inSitesh · 2026/08/13赛道影响nobody 'gave up' investing:
the safe way might not keep the promise over 30 patient yrs.
a simple buy vs rent a house topic has generated a lot of discussions across generations. but the truth is we dont know what would happen in 20-30years.
and the current situation has gotten pretty nihilistic.
this is when the 'reckless' path which can probably get you there in six months stops looking as reckless when everyone around you is doing it.
also the allegedly 'safer' pensions fund didn't give up either. when the safe asset stopped generating those promised returns, they went looking for a bigger number somewhere riskier.
- us 10-year treasuries paid 13% in 1982 [1].
- they pay 4.6% now [2].
- pension funds need ~7% to hit their promises, so their allocation to 'alternatives,' private equity, vc, real estate, went from 9% of the portfolio in 2001 to 34% by 2024 [3].
the fund managers are now forced to become and think like a vc. else cant hit their numbers.
one has a research note. the other aura farms by winnning on a prediction market.
thanks for reading this mini rant.
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[1] https://t.co/oyIOfpfklP
[2] https://t.co/DPdRKPViHx
[3] https://t.co/BZ4dWyqRLJ
Sitesh@inSitesh · 2026/08/13观点输出@0xsahil touching grass, like literally https://t.co/HJ91uEivcx
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Sitesh@inSitesh · 2026/08/13观点输出@meowman_sol @BrudaSol you are the marketing you are budget sir
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Sitesh@inSitesh · 2026/08/13观点输出@JayeshVP24 needed some offline character development ..
whats up with u??
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