Eve&Eblikov @lepych10
yo yo yo Los Angeles, CA Joined June 2014-
Tweets934
-
Followers361
-
Following1K
-
Likes2K
Gainzy CRASHES OUT on Vitalik After Ethereum Tanks
1. Boomers buy GBTC in their 401ks 2. Rolling GBTC balloons in popularity (crowded) 3. Market rallies from stimmy/halving 4. GBTC goes discount 5. Seasoning GBTC is trapped and underwater 6. Lending desks and funds dont shrink or cut losses and push out risk curve, some to luna
A brief thread on BTC and ETH skews at the moment. Beginning of '21 we saw 30% calls above puts (-0.3). Since then the skew has completely flipped with 20-30% puts above calls (+0.3). We saw spikes around the 3AC insolvency and another spike now in the FTX aftermath.
Of course, at the end of the analysis a bit of latency. Difference between BinanceFutures and FTX. What is really worth analyzing is that the minimum latency is much higher for FTX after the news.
1/ i prep talking points to help me gather + aggregate data, organize my thinking, and develop a cogent, fact-based narrative here is a dive into this week's notes, with sources, for those of you who find it interesting or are working on doing this for yourself👇
Today, @BitwiseInvest started to air our first full-length TV ad!! Give it a watch (30 sec)! I'd love to know what you think — Some of our thinking behind it here: bitwiseinvestments.com/crypto-market-… Major props to my colleagues and our agency partner for all the work.
will we see a meaningful decoupling of ETH vs BTC in 2022? how will it be expressed in derivative markets? a quick thread: in Q2 2022, ETH is expected to undergo a major transformation, switching from POW consensus to POS: ethereum.org/en/upgrades/me…
1/ Just like 1 year ago only a few of us were talking about imminent inflation but now its in every news story, later this year the new popular word will be stagflation. If you are shuddering, don't. Next year it'll be even scarier- The 2023/2024 word will be 'CBDC'. 👇👇
Excited to publish my first article @DeribitInsights on price action and volatility. Looking at the recent collapse in implied volatility, I try to explain fundamental relationships between price action and volatility. insights.deribit.com/market-researc…
limit orders limit performance
All L1's are just replacement trades, everyone wants ETH but is too poor to use it. IF ETH scales, price goes ballistic.

IsabelRamsden @LaiXX4H2147Or
4 Followers 456 Following
ErinIsaac @FnD8Ydsy2fg1d
4 Followers 1K Following
Nate Geraci/personal @00NateGeraci0
149 Followers 1K Following President @NovaDiusWealth, Host @ETFPrime, CoFounder @ETF Institute, Contributor@SLAMai_xyz, Host @CryptoPrimePod
Scott Shapiro 🛡️... @_scottshapiro
49 Followers 2K Following coinbase Product Director, Trading TG: scott shapiro_coinbase
Lucy @Lucy_Grins
81 Followers 2K Following Love late-night convos 💬| 📍California I dare you to CHECK THE FREE LINK ✉️
LetitiaWinifred @UjYC2Bc15akpcE
1 Followers 261 Following
MerryTout @j3wCF7sAzGOC2
1 Followers 268 Following
MonaBlume @02tgq4ZTO5Db74
1 Followers 217 Following
GloriaStone @p0Cn69c0giiY8
13 Followers 1K Following
Mako @Mako9106887
34 Followers 1K Following no matter where to go, what weather, remember to bring their own sunshine.
GriseldaHabakkuk @9tFynL58TaR641w
8 Followers 1K Following
JacquelineElinor @s90jFtb148UHjk
5 Followers 855 Following
Uiqualga @Uiqualga24031
14 Followers 1K Following
GlobalMacroX🇺🇸 @Yrharfirw53888
41 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Deon Berge @BergeDeon31789
41 Followers 3K Following
MemeStocksHQ🇺🇸 @Peuxet590
48 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Josh Man {private acc... @JoshMandell6x_
576 Followers 6K Following Salomon Brothers 90-98 Bond Portfolio Analysis Government Desk - Long Bond Trader Derivatives -Short-Dated Options Trading (Head) Caxton Assoc Hedge Fund
Liam Hemsworth @LiamHemsworthq1
198 Followers 2K Following
Josh Man @Joshmandel_6
129 Followers 4K Following Salomon Brothers 90-98 Bond Portfolio Analysis Government Desk - Long Bond Trader Derivatives - Short-Dated Options Trading (Head) Caxton Assoc Hedge Fund
Lenna Langosh @LLangosh64587
63 Followers 4K Following
Immanuel Ernser @IErnser7774
98 Followers 3K Following
Noel Smith @NloelConvex
38 Followers 680 Following Institutional Investor, Market-Maker/Floor Trader 20+ years. Founder of Chicago-based Options Market-Making and HFT firms at the CBOE & CME | Board Member
Noel Smith @NoellConvex
81 Followers 2K Following Institutional Investor, Market-Maker/Floor Trader 20+ years. Founder of Chicago-based Options Market-Making and HFT firms at the CBOE & CME | Board Member
Nya Stokes @nya_stokes80741
88 Followers 4K Following
MANDO @XMaaximi
17 Followers 151 Following Guru/Trader/Adviser/Author Bitcoin evangelist "Bitcoin Superheroes "BEST INFLUENCER AWARD" YouTube 600k | NFA. Founder https://t.co/7rx34RnhLp
Tosmeast @Tosmeast27O
20 Followers 682 Following
Noel Smith @samoelmarafigaf
75 Followers 4K Following Institutional Investor, Market-Maker/Floor Trader 20+ years. Founder of Chicago-based Options Market-Making and HFT firms at the CBOE & CME | Board Member
Benjamin Cowe @intocryyptov
290 Followers 7K Following
Minerva @jonason_minerva
154 Followers 3K Following
Julie @j_bill37
197 Followers 3K Following
Soughez @SoughezrnsUAR1
35 Followers 3K Following
Patsy @patsy_guzman36
205 Followers 3K Following
HeloiseBarrie @Q7sP7wyVO7Z311f
72 Followers 7K Following
StaceyPearson @GfCKfv2qBFA9T
68 Followers 7K Following
Stuart Corwin @StuartC2150
14 Followers 822 Following The team provides free cryptocurrency analysis,trading instr uctions, & you can earn $3,000+ per day. WS:https://t.co/csVHALKbPt
Doslair @DoslairYUFQO
56 Followers 4K Following
DianaMaugham @hlt3hH0i9zBNZP0
77 Followers 7K Following
Touded @ToudedClj9
64 Followers 648 Following
Laresew @Laresew_ki8V
49 Followers 4K Following
Reaturn @ReaturnIVw9k
31 Followers 3K Following
MaureenDupont @t2fPjUzOmad5qTY
59 Followers 5K Following
Scoysear @ScoysearvJhepd
77 Followers 7K Following
path.eth 🛡️ @Cryptopathic
189K Followers 6K Following Cryptocurrency trader since 2013. @BIC_dao @ownthedoge @thecryptotrunks
BURKOV @burkov
47K Followers 113 Following My new LM book: https://t.co/YXNQUy7O3t PhD in AI, author of 📖 The Hundred-Page Language Models Book and 📖 The Hundred-Page Machine Learning Book
Nostalgia @NostalgiaFolder
912K Followers 180 Following Posting nostalgic images and videos. dm for submissions #nostalgia #nostalgic
Borys Minaiev @bminaiev
4K Followers 268 Following Building reasoning models @OpenAI. ICPC World Champion
yung macro 宏观年�... @apralky
27K Followers 528 Following rates trader -- gen z futurism. not financial advice
405 Method Not Allowe... @mrkvchch
102 Followers 154 Following
David Lawant @dlawant
10K Followers 4K Following Research @FalconXGlobal | Ex-@BitwiseInvest, @jpmorgan, @StanfordGSB | Decoding markets by day; music, photography, food, and books by night | John 15:16
hansolar.🕯️ @hansolar21
26K Followers 4K Following 🔮🐶🔮 I like data, defi and degening | intern @lighter_xyz | 💬 https://t.co/boLwACvoUe | 🏰 @Castle__Cap
Jack Farley @JackFarley96
80K Followers 5K Following Host of Monetary Matters podcast: https://t.co/L9rinX1Qrx Creator of Forward Guidance show (30 million downloads)
lil @LilQwantXBT
3K Followers 1K Following yield yanker & invoker , intern @greekslive , never trade alone @whalepool ts , previously top 10 protoss player ,
Akash Guru @Akash_Guru_
722 Followers 2K Following Building! Previously PostDoc @MIT. Ph.D. in neuroscience of learning @Cornell. MS @IISERPune
ilikeblocks @beniduboss
18K Followers 1K Following Ex-Quantitative Trader | Co-founder AI Startup | The only metric of success is happiness
Quantіan @quantian1
89K Followers 515 Following Voted “Most Likely To Appear on Wikipedia’s ‘List of Largest Trading Losses’” among graduating class
Dr. Dale Carnegie, Jr... @SFWTrades
659 Followers 281 Following I’m not always right. Even if I was right about gold. And HC distrib. And 90 - $CELH so far. Follow a pumper instead. Update: flipped long CELH as of 2024-11-12
Nate Geraci @NateGeraci
72K Followers 476 Following President @NovaDiusWealth, Host @ETFPrime, Co-Founder @ETF_Institute, Host @CryptoPrimePod
Anthropic @AnthropicAI
649K Followers 35 Following We're an AI safety and research company that builds reliable, interpretable, and steerable AI systems. Talk to our AI assistant @claudeai on https://t.co/FhDI3KQh0n.
Polymarket Intel @PolymarketIntel
813K Followers 189 Following Breaking news & geopolitical insights from across the globe. Turn on notifications! Community ran account, powered by @Polymarket.
Citrini @Citrini7
91K Followers 2K Following Thematic Cross-Asset Investor | @Citrini7 is my only account
Josh Man @JoshMandell6
143K Followers 1K Following Salomon Brothers 90-98 Bond Portfolio Analysis Government Desk - Long Bond Trader Derivatives - Short-Dated Options Trading (Head) Caxton Assoc Hedge Fund
Zoomer Oracle @ZoomerOracle
51K Followers 697 Following Founder @epochbiz | partner @edgex_exchange | @kennelcapital | @tryfomo
Teng Yan · Chain of ... @tengyanAI
39K Followers 6K Following Used to prescribe antibiotics, now I prescribe AI hot takes. Building @cot_research + @theagentangle (10k+ subs). Ex-doctor turned researcher. Join me 👇
Alice @AliceFromQueens
47K Followers 3K Following Home-school valedictorian. (Blue-check note: didn't choose it but I've grown to like it.)
Roaring Kitty @TheRoaringKitty
1.7M Followers 90 Following
Convex Value @ConvexValue
14K Followers 0 Following A financial analytics browser with a powerful suite of live options data and tools for 99/mo. Download it Now 👇
Thalex @ThalexGlobal
2K Followers 686 Following Trade futures, options & combos https://t.co/hVLtWQBzr2 Services may not be available to all clients in all jurisdictions TG https://t.co/3SSzeDYXx9
Artemis @artemis
38K Followers 1K Following Metrics that matter for digital assets and stablecoins. Trusted by Visa, Grayscale, VanEck, WisdomTree, and Pantera.
Marko Kolanovic @markoinny
50K Followers 187 Following Former Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice
Daniel Kokotajlo @DKokotajlo
25K Followers 250 Following
Alex Nezlobin @0x94305
11K Followers 758 Following Kinda fell off about two years ago. Now neither clever nor funny.
Eli Nagar @EliNagarBrr
12K Followers 880 Following CEO @BraiinsMining | Building Bitcoin’s mining and energy ecosystem | Board @firefish_io | Self-custody or nothing