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Dialectic
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Dialectic

@Dialectic_Group
Dialectic combines machine intelligence with crypto-native primitives to build superior financial compounding machines.
dialectic.ch
Joined November 2020
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  • Pinned
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    Dialectic
    @Dialectic_Group
    Jun 10
    Article cover image
    Article
    SpaceX Thesis & Valuation Memorandum
    spacex.dialectic.com SpaceX is the most important company of this century as its combined ambitions address the largest TAM of any company in history, far beyond the S1 estimation of 28.5T. SpaceX...
  • user avatar
    Dialectic
    @Dialectic_Group
    13h
    Tranching is allocation infrastructure for DeFi. Any DeFi yield comes with two options: Deposit and hold all its risk, or pass and earn none of the yield. Tranching adds a third: split the strategy into a protected Senior position and a first-loss Junior position. More 👇
  • user avatar
    Dialectic
    @Dialectic_Group
    Aug 17
    Agentic onchain finance will be built through live experimentation. That’s why we gave eight frontier models 5k USDC each, constrained execution through @makinafi, and ran DeFi-Bench in public. Every decision was logged and every action and result lives onchain. Season 2 soon.
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    Dialectic
    @Dialectic_Group
    Aug 13
    Traditional and onchain finance are converging at ever increasing speed. The SEC clearing a path through its custody rules is another sign of regulation catching up.
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    Franklin Templeton Digital Assets
    Franklin Templeton
    @FTDA_US
    Aug 13
    Moving our industry forward.
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    Dialectic
    @Dialectic_Group
    Aug 12
    DUSD strategy page looking fresh
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    Makina
    @makinafi
    Aug 12
    We freshened up the Machine strategy pages. - a clean Machine overview - holdings & positions at a glance - performance history by week and month - a filterable activity feed, deposits, redemptions, position changes, parameter updates, and more Maxing out vault transparency.
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