Dylan LeClair

bitcoinmagazine.com

9 Followers

community-curated profile

College Dropout, Student of #Bitcoin.

On-Chain Analytics & Financial Markets at @BitcoinMagazine.

Co-Founder http://21stParadigm.com.

20.

Overview Posts Content Recommendations Asks

Dylan LeClair @BTCization · Dec 15, 2022

From Twitter

Nice thread. Completely agree. Market is woefully unprepared for a surprise hot print. Earnings recession and credit risk probably get priced in to a greater extent in 2023. Still think there’s potential for a large correlation to 1 VaR shock at some point.

Tweet Dec 15, 2022

The majority of the move in equities this year has been driven by the change in the RFR. That is now changing. Equities are pricing in a real earnings recession now, breaking the correlation with yields.

by Sam Lawhon

Recommended by 1 person

1 mention

Dylan LeClair @BTCization · Dec 6, 2022

From Twitter

Truly brilliant work. Rereading again now.

Paper Oct, 2015

Volatility and the Allegory of the Prisoner’s Dilemma

Recommended by 1 person

1 mention

Dylan LeClair @BTCization · Nov 24, 2022

From Twitter

Insightful thread sir. You got a new follower. 🤝

Tweet Nov 24, 2022

A Mexico equities view for foreign investors. 🧵 @kittysquiddy

by InvestingMx

Recommended by 1 person

1 mention

Dylan LeClair @BTCization · Nov 23, 2022

From Twitter

The rabbit hole goes even deeper than you'd like to believe. What a read.

Article Nov 20, 2022

A Grand Unified Theory of the FTX Disaster

by Mathew Crawford

Recommended by 1 person

1 mention

Dylan LeClair @BTCization · Nov 22, 2022

From Twitter

Great work @btcpolicyorg @RebelEconProf 🔥

Article Nov 21, 2022

Opinion | How Bitcoin is being ruined by scammy crypto scandals like FTX

by Josh Hendrickson

Recommended by 1 person

1 mention

Dylan LeClair @BTCization · Nov 4, 2022

From Twitter

Great thread from @JMellerud. If you enjoy insights on the bitcoin mining industry, Jaran is a must follow.

Tweet Nov 4, 2022

Many have questions about Core Scientific right now: - How did they get into this mess? - Who do they owe money to? - What could be the outcomes of this situation? - How could a bankruptcy affect the mining ecosystem? In this thread, I try to answ

by Jaran Mellerud

Recommended by 2 people

2 mentions

Dylan LeClair @BTCization · Oct 15, 2022

From Twitter

💯 This thread was a great read. No one is long equity market vol on medium/long term timeframes.

Tweet Oct 14, 2022

Where systemic risk breeds crash risk - brief 🧵 GS flagging how 43% of options being traded expire in less than 24 hours. The market is now a toy for options daytraders. 1/7

by Paulo Macro

Recommended by 1 person

1 mention

Dylan LeClair @BTCization · Apr 1, 2022

From Twitter

In Defense of Bitcoin Maximalism by @VitalikButerin. Quite hilarious for him to release it on April 1st, but the content is fantastic.

Article Apr 1, 2022

In Defense of Bitcoin Maximalism

by Vitalik Buterin

Recommended by 8 people

8 mentions

Dylan LeClair @BTCization · Mar 31, 2022

From Twitter

nice thread man 💯💯

Tweet Mar 31, 2022

Is Bitcoin better than Gold for oil? In a recent podcast by @ttmygh and @LukeGromen I heard the phrase “keeping the Dollar as good as Gold for Oil”. They discuss how the turn of events in 🇺🇦 and 🇷🇺 is part of the bigger scheme of unraveling the Dolla

by James Rothmann

Recommended by 1 person

1 mention

Dylan LeClair @BTCization · Mar 31, 2022

From Twitter

Great read from my friend @pete_rizzo_ on the #Bitcoin energy discussion.

Article Mar 31, 2022

Why Bitcoin Uses Energy

by Pete Rizzo

Recommended by 1 person

1 mention

Dylan LeClair @BTCization · Mar 11, 2022

From Twitter

Great thread.

Tweet Mar 11, 2022

Time for a systemic risk update thread from the Cloudbear… US stocks just don’t seem to release, so only a matter of time until all those puts result in dealers doing their gamma jam higher right? Not so fast…

by Paulo Macro

Recommended by 1 person

1 mention

Dylan LeClair @BTCization · Mar 8, 2022

From Twitter

Highly recommend reading the full document

Report Mar 7, 2022

Bretton Woods III

by Zoltan Pozsar

Recommended by 1 person

1 mention

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