huss π π¦
βbet moreβ // tradfi quant fund manager // ex tradfi MM, ex investment banker // UChicago, UCL // πΈπ¦
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1/3) 23-25 is a solid technical level to short but itβs gonna be p hard to get longs to bail on their positions unless u have a catalyst, so I wouldnβt short yet. You always want a...
Hint: if you see mkt trade up Sun-Tue before a major event, the mkt is underhedged and the outcome could be ugly. You saw this in May-June, learn to recognize patterns at least if...
Youβll get some bounces to scalp/likely to spend some time in this range till after VIX opex (21st) as vanna/charm return + ur classic vol crush with ECB/Powell tmrw and CPI next w...
1/6 Iβll give u guys a little insight into why I shorted BTC/ETH post-CPI rally. First thing is itβs important to understand the structural flows in trads (see thread below). The k...
Market seems to think bitcoin is undervalued at 24.15k https://t.co/jfTTYDdIOA
A thread on the "impending doom in markets" Weβre beginning to see concerning signs lately in the volatility space during this rally. Itβs important to note that hedges against in...
@cryptomeowmeow @Nakamotolisk @BuckleUpBrandon Tl;dr the market has largely been overhedged and long vol since November. Almost none of these ppl made profits, puts have been monet...
Observe the horny longs from 23k; this is normal as price goes up, until spot diverges. The blue CVD is spot and currently selling into perps. If this continues, the perps will get...
1/ Learn to understand the narrative the market is painting for you, especially when ranging. No fancy charts/lines needed, just understanding psychology. Do you see how each high...