Why we invested @StripsFinance , Fixed interest is critical sector in Tradefi, but now is the most underrated sector in DeFi.

3:33 AM · Oct 18, 2021

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wen investment memo
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Soon
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gm Molly. we like the thesis
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And pendle!!
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Checkout @viaMover they're working on a bunch of cool stuff related to savings
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Hmm, just replace Pendle with $strp in this and you have pretty much the bible of why it's no one should fade Interest Rate Swap Sector in DeFi
My most successful trading strategy is buying undervalued coins. Last few months alts were pumping left and right. Finding an undervalued amidst of this rally was arduous task. However, there was a protocol I have been eyeing to accumulate since last six months $PENDLE
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it is time to buy some $strp
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What is the thesis here? Just because something is under-allocated in Defi relative to tradfi doesnt mean its mispriced. Synthetic Equities are underrated, but it may be because crypto natives don't care to hold equities on chain, since coins have larger upside.
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Hey I touched on the key point here, but ask questions I'll definitely help you understand
Replying to @0x_hiatus
1) floating rates (APR) on your deposits and borrowings are difficult to budget and require active mgmt to maintain your debt positions in DeFi. Imagine if you could swap your variable yield for fixed and stay comfi, relaxed, moisturized, no-stress, in-your-zone.
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