Rik

@riksucks

Risk & Financial Simulations @BlockAnalitica Previously: cto @LlamaRisk

Bed

rikb.in

Joined December 2016

Rik
@riksucks
Aug 20
Top signal, sell it all
Michael Saylor
@saylor
Aug 20
Strategy, amplified.
Alex 👽
00:00
Alex 👽
Rik
@riksucks
Aug 19
In CDP lending markets, there usually isn't a dedicated market maker responsible for liquidations. Liquidations are permissionless and competitive: essentially FCFS among whoever is willing and able to execute them. Yet we spend surprisingly little time asking whether the
Rik
@riksucks
Aug 16
A lot of people seemed to be confused about this - A loan is "Defi", if loan obligation and collateral seizure (part of loan obligation) is enforced via smart contracts for sure - L=B=1 is probably a commentary on Creditor-Borrower relationship instead of taking loans from public
Alex McFarlane
@flipdazed
Aug 16
At what point is it “DeFi” lending and borrowing ? If 1 lender and 1 borrower set up a market on @Morpho is it DeFi or is it governed implicitly by some credit legislation in the lenders’ and borrowers’ respective jurisdictions? Extend this to B borrowers and L lenders At what
Rik
@riksucks
Aug 15
it's okay!
#itsokay #notokay
Rik
@riksucks
Aug 14
Moral of the @Neutrl story: Treat dashboards like dashboards, not as an audit. In good old Tradfi, you can even manipulate books, but a qualified analyst can find anomalies And don't trust data that's almost self reported (for low liquidity sources especially)
Accountable
@AccountableData
May 25
Article
How Verification Cleared the Way for Neutrl to Focus on Growth
Operating without verification infrastructure carries a cost that doesn't show up on any balance sheet. Every new LP conversation, due diligence process, or market stress event entails the overhead of...