Noah Goldberg

Noah Goldberg

2,368 Twitter followers

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My tweets are my own personal views and not financial advice. Crypto VC @paraficapital

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How much $AAVE would it require to get labs to commit to driving all revenue to the token? Feels like it’s better to align interests than create an incentive for Labs to seek other avenues to justify its equity value.

Check out P/S multiples across the industry over the past 5 years This is a simple market cap weighted P/S multiple for the top 100 projects on @tokenterminal excluding Layer 1s Where is equilibrium? I think that depends on whether tokens end up subordinated to equity or not. x.com/15117931318843…

I’m personally in favor of this proposal. MetaDAO is seeing initial signs of PMF and is getting significant inbound interest for their product offering. It’s important to grow the team and bring on value add partners that can improve MetaDAO’s positioning. twitter.com/TraderNoah/status/...

An increasing portion of society is going into a "managed retreat": trading high-stress, low-reward, reality for digital feed. As wealth inequality grows as a byproduct of U.S. policy (Print Money, Pump Risk Assets, Offset Inflation with "Managed Retreat"), this will continue to twitter.com/TraderNoah/status/...

There's too much capital chasing too little crypto yield at the moment. I think we're about to go through a tvl down cycle: interest rates decline -> tvl churns -> interest rates increase DATs allowed basis rate to stay expanded and increased $ value of oi via price increase

Ethena is buying $10mm ENA a day via DAT, paying out basis yield to usde on Aave, has $100s of millions of annual ENA incentives via seasons. There are venture investors unlocking, and yield funds selling down ENA + holding USDe. ENA must continue to find sources of demand to

Felipe Montealegre

The amount of leverage that depends on USDe rate (incl. ENA incentives) > Aave USDT borrow rate + 2% This is not the largest source of systemic risk (at all) but it’s large on an expected value basis because of how likely it is to matter at some point over the next twelve months x.com/kylesamani/sta…

Everything points back to MetaDAO. Tokens have no regulatory clarity, allowing for nefarious actions by insiders. DATs are regulated, but are primarily used for predatory purposes by insiders. Most insiders in this market are looking for ways to extract value as opposed to create it. While MetaDAO adds certain frictions for insiders vs. the status quo, it provides significantly better protections for token holders and requires an "opt in" by insiders that acts as a signal of intent to act ethically.

Can we please get some clarity around whether the revenue numbers being touted have any relationship with the $PUMP token? Until a statement is made, this just seems like an attempt to be ambiguous to not create liability, but to induce buyers to think there's value here.

the moment you’ve all been waiting for $PUMP is launching through an Initial Coin Offering on Saturday, July 12th. airdrop coming soon. our plan is to Kill Facebook, TikTok, and Twitch. On Solana. learn more about $PUMP and how to get involved 👇

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