/biz/ - Business & Finance

Literally all you have to do is look at the M2 graph

>>56098867
>OMIGOD they’ve burned like a tenth of a percent of the massive supply holy shit
Now show a graph of what it would look like if you bought in May or October of ‘21, when 95% of their holders bought

>>56098877
Shib is down over 90% from all time high, which is where a huge majority of baggies bought their bags, why is this so difficult to comprehend?

>>56091675

Yeah having a body count of 100's will do that, men or women. A le graph doesn't prove virgins or people with 1 singular life partner are immune from cheating or divorces you mong. It's very normal for girls by the time they're in their mid-20s to have a body count of atleast 10. They experiment with guys/boyfriends in highschool and college, move on from that and have a good life.

Yes, people who a grossly high body count don't respect themselves, they'll give their bodies away to anyone and are not selective, that is a huge redflag. But if a girl has slept with 10-20 guys over a period of 10 years, that's not unusual in the slightest.

>>56092047
>Look at my graph
>Millions must sell
>I will show the toadies
>I must change my ip make them sell while not changing my writing style
>This will show them
>They must sell
>Billions must
>ehehehehehe

>>56083795
I'd also concur that the evolution of a complex and robust macro ecosystem makes or breaks this sector. As time goes on, I believe there will continue to be centralization, but that the ecosystem will develop more sophisticated risk management with those potential pain points in mind, and deploy more verifiability tech which will gradually supplant traditional centralization.

You can feed end-users garbage on their dashboards, but anything happening onchain - which necessarily depends on state integrity - must strive for a pristine environment.

But anyway, The Graph's original sin was not baking end-to-end verifiability into its protocol from day one. It was understandable as the circumstances in which it emerged, was funded, and developed meant there was a lot less liquidity at the time to fund developing more than an MVP with a more traditional form of governance / risk management, with stated plans to eventually make up for the verifiability gaps later. But five years and hundreds of million dollars later, it seems like there should be more to show for it. Nevertheless, it's a master class in high availability decentralization.

It's kinda sad seeing how slow /biz/ has become, this is like 2014 all over again, anyone knows if I can find a graph depicting the posts rate?

>>56078192
Yes case in point this retarded zoomie who cant conceptualize what it was like to live through that dip on the graph or how many people had to wait over a decade for their houses to even approach its 08 price.

>>56080456
nature is evil, the graph

>>56081633
>twitter screenshot by literallywho

Regardless, Alameda backed Covalent but not The Graph.

>>56081554
Are you sure it was The Graph? It has only a couple primary gateways as far as I know, but it has around 30-40k endpoints as of 2022. The Graph's query interface is GraphQL-based, but that doesn't mean all GraphQL APIs are The Graph or that all GraphQL APIs are created equal for that matter.

I've always found its data pretty good for what what it is; my only complaints are that it's limited to 1,000 rows per query with a skip limit of 5,000, again, as of 2022, and that mostly serves as a DOS prevention strategy on the free service.

>>56081511
How can I look up the a graph of the dates for when different interest rates and totals will be due on treasuries? I'm sure there's a word for it I just don't know it. Does tradingeconomics or fred website have it?

>>56075020
minus a communist revolution, large influx of blacks, or actual invasion, real estate has done well probably every decade in every country since property records were established hundreds of years ago. i'll be fine (and if i'm not, you won't be either). here's the new graph btw
>>56075510
this

>>56069934
>Graph doesn't conveniently show that the square meter is now 1h30 away from work

>>56069944
Companies can develop their in-house solutions, and the fact that they have needs that The Graph cannot provide right now hurts query fee potential, but those will always be manifestations of the very problem that The Graph intends to resolve: data silos.

The Graph aims to be the perennial commons of public and permissionless data and all desired permutations of that data. No other project has really publicly embraced such an ambitious vision.

>>56071068
My employer was very interested in TheGraph a year or so ago, since some of the cutting-edge research announced at Graph Day would have supercharged what we were building at the time.

There have been no further public mentions of that technology since Graph Day, and we've since changed course, bulked up in-house research to fill the gaps, and are shipping our own in-house solution. It doesn't directly compete with the core of what TheGraph does, but it does potentially encroach on some use cases that TheGraph has flirted with but not aggressively pursued R&D for, in what is a massive emerging market in the sector that would have been ideal territory for TheGraph's dominance. It also demonstrates how the markets and businesses adapt to complex needs when the established players don't deliver in a timely manner.

With that said, the grande armee of archive nodes is what really sets The Graph apart. Management wants our technology to play well with full nodes, but the in-house EVM experts know damn well that within a decentralized context, we're going to need robust, credibly neutral, high-availability, multichain archive nodes for some of the products and services we're shipping. The Graph's EIP-4444 initiative could potentially fill the gaps here down the road.

The Graph can still win in scalable decentralized offchain data aggregation, which is desperately needed in the world at large granted it's developer-friendly and consumer-friendly, and it still has a shot at being first to the punch at the value subgraph composability provides given their computation and storage firepower, but they really need to move faster in the R&D department.

>>56073939
No. "in real terms housing (like wages) have been in steady decline since '71, which is to be expected given their illiquid nature." See: MSPUS/M2 graph posted upthread. If debasement uniformity increased prices, there would be no reason to debase as there would be no (parasitic) gains. Debasement is a parasitic transfer of resources from income earners to asset holders, or generalized further, a parasitic transfer from illiquid assets (including labor) to liquid assets. This beautifully simple model explains all observations, including equities outperforming housing and US equities outperforming non US equities (US having the deepest, most liquid capital markets).

the fred.stlouisfed.org graph shows 860 billion U.S Dollars early 2020 and close to 1,000 around July 2023.
Adjusted for inflation over the last three and a half years a case could be made that credit to income ratios have decreased. Furthermore, credit to wealth (how much leverage taken on assets / capital) ratios have almost certainly decreased in those three and a half years. *though of course this becomes a question of secured vs unsecured and what strategies do modern financial systems have for directing and winding up unsecured debt.

Don't get me wrong, banks are tightening credit, and nobody here knows when the music will stop, but it's an election year, rates are already very high (compared to the last two decades), and inflation is steadily (albeit slowly) on the way down.
There might yet be 8 tracks to play on this cd.

Finally, some conjecture and a question.
Say by Spring that inflation is around 3%.
As a stealth tax it'll have served its purpose but from where will its revenues be replaced?

Might banks be required to hold deposits (savings) again ...

>>56072713
since this graph fascinates me I'm going to try to think this through
> the fed has to offer higher interest rates on shorter term bonds than longer term bonds to get people to buy them
> in other words, people are hoping to lock in longer term bonds at current rates than short term ones
> the usual explantation for this phenomenon is that people expect a rate cut (which typically happen during recessions)
It could be that people have misinterpreted the Fed's intentions to keep rates high for a long time and are incorrect about a pending recession+rate cut.
I guess that's the question
Personally I think we're already in a mammoth recession/depression. We're just waiting for the first outward sign (e.g. Lehman bros) to arrive

>>56071436
>>56071500
>>56071505
Early 2025 if we follow last cycle double top pattern. Early Q4 2025 to Q1 2026 if we follow the cycle before last pattern. That's for the peak though. The rapid growth starts exactly in a year in the best-case (aka soonest) scenario.

>>56071539
>>56071524
The graph I posted in the OP shows that there are no diminishing returns so far. And the boomer ETF narrative still hasn't happened yet.

>>56071548
I wish we knew what this cycle's shitcoins are. Last time people had at least some guesses, now I see nothing valid. Inb4 the usual shilling.

>>56071561
It seems that people "know" about the cycles, but they don't really understand how established they are or if they are a myth. At least that's what I have seen.

>>56071587
I think we might touch 18k in the absolute worst-case of the recession word gets thrown around and we get a rate bump. That would be perfect for the pump though.

>>56069944
I know you're just fudding, but running an ethereum archive node is not simple.
Big established projects might get away with running one, and then having someone dedicated to making sure it works, and then developing, maintaining and running their own indexer on top of it and hoping it works.
But that shit costs a lot of money and no way in hell "just write your own indexer bro" is going to hold any water for projects that target ethereum, especially for smaller teams/projects... and I'm not going to delve into verifiable indexing aka making sure your shit actually reflects what's on chain, even though that's also pretty fucking important in a crypto project, because you're not going to get it if you run your own indexer and you will eventually fuck up along the way and cost the project more than if you'd been using the graph from the start... And you were probably paying waaaaaay more anyway because you were spending all your money to run a fucking archive node and all that entails.
So yeah. Pretty comfy overall, thanks for reminding me why I bought this piece of shit.

>>56070844
Speed was a major concern, but firehose/substreams tech gave it a major boost so you can index in real time all contracts without worrying about lagging behind during intense activity. Good luck developing something like that on your own.

There is an image going around that tries to show that cycle returns steadily declined. This is false when you actually run and graph the numbers.

The last cycle peaked later than the 2016 cycle but matched it on percent gains. The 2016 cycle had a first-year post-halving peak return of around 547% on day 169 post-halving. The 2020 cycle had 654% returns post-halving, beating out the previous cycle by quite a bit.

In short, we do not, at all, have declining cycles. Furthermore, the other take away is even if you sleep a year pre-cycle, you can still make money by buying the halving. But if you buy a year before, you make bank. Or at least if the cycles hold.

Do with this what you will. Also, if some cum-guzzling bear has the FUD image, post it so we can tear it apart now that we have actual data.

>>56070788
What the fuck is that? How bullish is it for the graph?

>>56068583
>read the top left of the graph, fag

>>56064791
I don’t have any investment since I’m all in LINK like a true biztard but I can tell you the last company I worked for was using the graph but we needed more powerful indexing for NFTs and we built a better version for our needs within a month. A year later it still didn’t work perfectly but was better than the graph. That might not be true for other needs or use cases but it’s enough to make me think whatever they built most companies will probably be better off building their own specialized indexer since it’s relatively cheap and simple.