I’ve wanted to write a post on decentralized delta neutral yield strategies for a while, and with the Shapella fork behind us, it finally compelled me to get going. If you don’t know, the Shapella fork enable staking withdrawals on Ethereum mainnet, and it makes the case for LSDs more compelling as their market dynamics… Continue reading Delta neutral yield
Tag: Trading
Towards a decentralized future
It’s obvious isn’t it? That we’re heading towards a decentralized future? It might be that it’s just obvious to me, since I’m so deeply involved in this, but the signs are everywhere. From Meta and Twitter collapsing, to oil being replaced by renewables. This shift is aligning us for a new mega trend, one which… Continue reading Towards a decentralized future
It’s not about the rock
A few days ago someone allegedly paid $1.3 million for a rock. It’s not even a real rock, or a picture of a real rock. And the underlying rock contract doesn’t even follow the NFT standard, as that was established in 2018, after this contract was deployed. But it’s not about the rock, and we’re… Continue reading It’s not about the rock
Technical analysis and its dependency on volatility, the report
Some time ago I posted about the topic of my dissertation. There were some interest in getting access to the report when it was completed, and I’m glad to say that it’s finally done. So if you want to go straight to the details, here’s the link: The profitability of technical analysis in a high frequency… Continue reading Technical analysis and its dependency on volatility, the report
Excessive Optimism and Analyst Recommendations
This blog post taps into some of the theories outlined by behavioral finance. Specifically I’m going to look at research done on what is called overconfidence. Overconfidence among investors can manifest itself in many ways. One of these forms is excessive optimism (or pessimism) with regards to beliefs in future outcome. Carleton, Chen, and Steiner… Continue reading Excessive Optimism and Analyst Recommendations