College Dropout, Student of #Bitcoin.
On-Chain Analytics & Financial Markets at @BitcoinMagazine.
Co-Founder http://21stParadigm.com.
20.
Truly brilliant work. Rereading again now.
Insightful thread sir. You got a new follower. 🤝
The rabbit hole goes even deeper than you'd like to believe. What a read.
Great work @btcpolicyorg @RebelEconProf 🔥
- 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 answer these questions 🧵
Great thread from @JMellerud. If you enjoy insights on the bitcoin mining industry, Jaran is a must follow.
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
💯 This thread was a great read. No one is long equity market vol on medium/long term timeframes.
In Defense of Bitcoin Maximalism by @VitalikButerin. Quite hilarious for him to release it on April 1st, but the content is fantastic.
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 Dollar as reserve currency.
1/
nice thread man 💯💯
Great read from my friend @pete_rizzo_ on the #Bitcoin energy discussion.
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…
Great thread.
Highly recommend reading the full document
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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.