stupid & poor
chicagooo
Joined March 2020
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I for one thing that paying 155% IV on 55DTE calls is a little absurd and perps are the better instrument to express this bullish position
Options are about IV - and your delta decay will bite hard here.
First big $LIT options trades are hitting the tape.
LIT 27 Nov $6 Call
250,000x bought @ $0.4220
$105.5k premium, ~$986k notional
Breakeven: $6.42 (+63% from spot)
If LIT does a 2x to $7.88 by expiry, the position is worth $470k. That's +$364.5k profit, a ~4.5x on the premium.
johnny puts retweeted
now i get zero knowledge proofs
we have zero knowledge or proof of how many coins there are
$ZEC
its rare to get FUD so good ... so existential .. that a fan-favorite asset drops -60% (in an orderly fashion) over 24h
this is the exact time to buy . dont get fud this good often
they need all the exit liquidity they can get in the offering lol
Retail has to help in the primary mkts
Great news, retail investors will officially be offered @SpaceX IPO shares!
SpaceX shares will be offered to retail investors through the brokerages of Charles Schwab, Fidelity, Robinhood, SoFi and E*Trade.
"Any purchase of our Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors." - SpaceX
I just can’t imagine trumps Jewish handlers let it end like this
Tlv bombed
Sanctions lifted
Strait taxed
Uranium enriched
USA forces btfo GCC
This is a total Persian victory.
This move feels like cope — would also imply total Iranian victory — something I don’t think the coalition would allow.
I am now LONG OIL and SHORT ETH
Aka long physical oil . Short digital oil.
Return to normalcy
hey what if @Citrini7 caused the bottom in bitcoin bc he triggered the $IGV software capitulation (record volume) and Jane Street , whom are forced to peg Bitcoin to Software tick for tick, now buy up via correlations
I spent 100 hours over the past week researching, writing and editing the piece we just put out.
It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.
And we’ve released it for free. Hopefully you enjoy it.
citriniresearch.com/p/2028gi…
johnny puts retweeted
Next meta is pretty clear: Chinese ai guys bragging about distills fast following every big release
There will be corporate only models of Opus and GPT and what is available to enterprise vs individuals will completely diverge
The narrative will move from “all software companies are zeros” to “consumer is zero bc they’re on worse models and won’t ever get to better models bc if they do Chinese labs will insta distill everything”
And this isn’t even accounting for national security which makes this even more likely (see: Anthropic socials posting about bioweapons regularly)
The idea that AGI is going to be accessible via api call is extremely wrong - and is also currently consensus.
i do believe this may end up being the “let them eat cake” moment
I also believe spiritually that the universe will punish stocks for those comments
