Godfather of crypto options circa day 2012. Banned from r/WSB for talking crypto in 2015

Joined May 2010
BTCVIX retweeted
If accurate (always a big if), just looks like mutually high turnout to me. Dems running between 2024 and 2022. They should run better than 2022 in the early vote just because of the environment; doesn’t mean E-day will be like 2024 in a midterm. GOP running above 2022, which looks great considering they have a huge e-day reserve from 2024.
Urban turnout is matching 2024 while rural turnout struggles to keep up with the urban turnout.
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BTCVIX retweeted
the number of bets you need depends on your price and your edge, not a round number like 1,000. a 4% edge at -110 needs about 2,260 bets before expected profit sits 2 standard errors above zero. at +300 it needs about 7,700. a 2% edge at -110 needs about 9,070. price sets the noise on every bet, and the edge is squared in the formula, so halving your edge takes about 4x the bets.
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This is super bullish. Arthur Hayes has the weakest hands in crypto. According to AI, 80% of the time when Arthur Hayes tweets "I sold" after a market drop it marks a local bottom. Strong BTFD signal.
I dumped it all. The Maelstrom directional book, took profits on $ETH, $ENA, $UNI and other shitcoins. I think we gotta go down to go up. It looks a bit dicey out there in macro and geopolitical land. Going to sit on the sidelines and wait for the all clear signal … Brrrrr
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Retail traders are gone from BTC futures markets, the exact opposite of what we saw at the top.
Bitcoin futures market right now
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The McRib is back on 10/27. BTC historically goes up >2x after the McRib returns. Don't fade the McRib. Not financial advice.
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The Economist cover remains undefeated.
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BTCVIX retweeted
National polls aren't really herding. That usually means an even bigger miss against Republicans. October polls herded in 2022 and they ended up being very accurate. They didn't herd in 2020 and we ended up with a massive miss, especially by the ones who didn't herd closer.
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Inbox: @PrizePicks launched its digital rips product for trading cards. Users will have a chance to win four cards valued at more than $2 million, including a Cooper Flagg 1/1 worth $8 million. More to come via @ShortPrintMedia
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🏀 NBA Model Edge Props! 🎮 8 plays across BOS-DET, PHI-NYK and OKC-SAS. Opening night props where our model beats the book's implied odds.
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🚨Pokémon cards are now OUT-EARNING perps in crypto. Solana-based Collector Crypt has surpassed both Hyperliquid and Papertrade in 24-hour revenue as Pokémon and other collectible pack openings continue going viral onchain. The surge puts digital pack openings ahead of major trading platforms on the daily revenue leaderboard, a striking sign of where crypto users are spending.
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5 pumpfun wallets spent $1M+ ripping packs all 5 are in loss not everyone got a rolex
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🚨 BREAKING: Michele Tafoya just received the endorsement of the Minnesota Fraternal Order of Police. With Somali gang violence on the rise, Tafoya is the clear pick for law enforcement, and a safer Minnesota.
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BTCVIX retweeted
in june a whale borrowed $30m against his $ETH and bought 18,212 more at $1,647 he sat on it for four and a half months..... yesterday he sold 12,468 of them at $2,368 and booked $8.99m then he wired $20m to hyperliquid and went long oil 😂 $14.4m of wti and $8.1m of brent at 3x he kept adding overnight and its over $27m now the guy who caught the bottom at $1,647 would rather own oil than $ETH at $2,395 $ETH chops under $2,500 until he comes back
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according to @DefiLlama PENDLE is trading at a 310,451% discount from where the price will be in 10 years that's $6,411 per ethereum:0x808507121b80c02388fad14726482e061b8da827 it's literally math
I used this new generative UI feature from LlamaAI to create a DeFi valuation tool that: 1. Brings in real revenue numbers and benchmark P/S multiples from DefiLlama. 2. Let's you customize discount rate, revenue growth, and token dilution. 3. Creates a valuation forecast.
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You know what I think is likely going on here is indies that were responding weeks ago were mostly dem leaning that didnt want to be associated with loser Harris so you get an dem indie oversample, now the pendulum is swinging back toward the R leaning indies that are mostly checked out libertarians that will still vote mostly R Cc @chriswithans @earlyvotedata What do you guys think ?
Replying to @shipwreckedcrew
Good eyes. This is important. IND this week = R+5 IND prior week = R+5 IND prior week = D+9 IND prior week = D+6 IND prior week = D+18 Those are substantial shifts. We remain LV party weighted nationally D35, R33, I32 and use a recall vote re-weighting on the generic ballot
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$BTC has now closed 28 days inside the body of one daily candle. This is extremely rare. It has only happened 5 times in bitcoin's entire history. Look closely and you will see that it has never had a false breakout from one of these ranges. In other words, it has always continued in the direction of the initial break. If this pattern continues, then right here near the bottom of the range is about the best R/R you are going to get, and the ensuing move is likely to be massive.
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CLOSE YOUR ETH SHORT NOW! (FINAL WARNING)🚨 11.8 million ETH is left on ALL exchanges. Around $9.16B in shorts would be forced to buyback if ETH pumps to $3,000 $9,160,000,000 / $2,400 = 3.82 million ETH has been borrowed and sold with perps under $3,000 That's ~1/3 of all current liquid ETH on exchanges If these shorts are forced to cover and buyback the ETH they sold, it will easily pump ETH over $10,000 The math is simple and does not lie. Bears are fucked and don't even know it, the short squeeze is inevitable, it is just a matter of when the music stops. This is your last chance to close your short or it will be closed for you.
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BREAKING: JP Morgan adds Bitcoin to their Long-Term Capital Markets Assumptions paper and predict it will be the best-performing asset of the next decade.
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BTCVIX retweeted
AI Bubble hits 2nd largest concentration level in history, only behind the railroad mania of the 1880s 🚨 🚨
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First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.
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