A few interesting points/facts I've found recently: 1. Wlfi doesn't have any borrowed tokens, so the market maker's suggested price should be 0.4. 2. DAT's killer feature is its ability to raise funds through bond issuance, not equity. Interest rate cuts drive arbitrage funds into DAT, driving up E/B/S, not the other way around. 3. The best way for large funds to play Altcoins is to form a group and manipulate the market; piggybacking is too difficult. 4. Hedging is the most beautiful dream.