With over $200M in monthly OTC volume this is just the tip of the iceberg. What many people don’t know is that OTC deals regularly trade between 30-70% discounted with short vesting periods through platforms like @stix_co. These deals typically are reserved for market makers, insiders, and large capital allocators that are able to deploy in size while maintaining a delta neutral strategy to hedge their exposure. With over 55B in capital currently sitting in altcoins unlocking over the next two years, the OTC market is set to grow exponentially as VCs and foundations look to secondary markets to absorb sell pressure. @neutrl_labs monetizes this orderflow through OTC arbitrage, generating the highest source or real yield in crypto. This strategy leverages steep discounts on distressed assets paired with delta-neutral strategies to perform in all market conditions. All wrapped in a highly composable synthetic dollar. Soon, everyone will have access to the same strategies and...
Wait...how long has Legion had an OTC counter (with decent depth)?
I'm seeing:
@Plasma $950k SAFT sell @$6.5Bn (~60% discount)
@ether_fi $850k liquid sell @$800M (~50% discount)
@pumpdotfun $15M equity sell @$2.5Bn (~50% discount)
Crazy discounts at size.
8.15K
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