This is Karpatkey’s report for the last week of the GnosisDAO:
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One thing I will say Gnosis Karpatkey Treasury management is impressive.
They are doing similar stuff to what I am doing (LPs). Interestingly my portfolio is doing about .25%/day on average but I am not managing 600M.
One thing I wondered is it the case the 70M DAI borrowed from Maker went to buy stETH? So that position is effectively levered with a 1.4K ETH liquidation price.?
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