I know nothing...
nowhere
Joined July 2021
- Tweets 26,753
- Following 6,413
- Followers 4,948
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یه مینی سریال خفن
با دو بازیگر خفن
یه جیسون بیتمن در نقش لوزر و یه جود لا رستوران دار
اگه سریال Ozark رو دیدین اینرو هم حتما ببینید.
#پیشنهاد_سریال
Cypher retweeted
Our friends at @Delphi_Digital just dropped an article about onchain options, the present and the future.
Check it out below ⤵️
After years of false starts, Onchain options finally have the infrastructure they need to go mainstream.
Onchain options never gained traction in the past because they lacked portfolio margin, capital efficiency, and fast execution.
These are the next generation of options protocols changing this.
@DeriveXYZ is building full suite derivatives infrastructure with portfolio margin that evaluates risk holistically across all positions. Hedged positions need far less capital, and you can earn yield on Ethena stablecoins with your collateral. They currently lead the space with over $630M in monthly volume and $75M TVL.
@ryskfinance specializes in volatility yield through covered calls and cash-secured puts. Their RFQ mechanism auctions options to counterparties with the best bid displayed to users while premium transfers instantly to your wallet. Their V12 primitive makes structured products accessible to users without deep options knowledge. Rysk simplifies the entire flow so you can generate yield from volatility without the complexity.
@Synquote brings CEX like liquidity to DeFi by connecting traders directly with institutional market makers through a hybrid RFQ system. This creates deep liquidity with minimal slippage even on seven figure orders across 500+ instruments including illiquid altcoins. Synquote allows market makers to sell undercollateralized options with partial backing, freeing up capital for better pricing.
@KyanExchange combines a CLOB with an RFQ module for block trades, bringing institutional features onchain. Their Combo Trades feature executes multi leg strategies atomically in one click, so all legs fill together or none do. Their liquidation engine automatically delta hedges positions based on margin ratios before resorting to liquidations. Their portfolio margining uses 43 market scenarios to calculate worst case risk, and liquidations are partial to restore margin health instead of wiping out entire positions.
The race is on for onchain options to capture institutional market share.
Shorting Low leverage $ZEC here.
Starting to watch too many people Top Blast into this at All Time Highs.
Target: 497
Entry: $591
SL: $613
The Venture Codex: A Better Way to Research Rounds and Competition Before Investing
Look up companies and their funding history
Look up other investors and figure out what they’re actually doing, and more👇
five categories to watch out for:
1.Futarchy: Betting on Governance
2.Multiverse Finance (Lightcone): Let users trade the impact of an event.
3.Opinion Markets: participants bet on what the crowd will believe.
Cypher retweeted
I put $5,000 into @ethos_network presale on @echodotxyz today.
Reasoning:
1. SocialFi is heating up - but it needs an arbiter. We all know the SEC is taking their hands off of crypto, so we have to become self-regulating and there is no platform better suited for this than Ethos.
2. Strong partnerships - Ethos was VERY early to partner with projects like @KaitoAI, and I can foresee many more partnerships that would make great use out of the social policing network built by Ethos.
3. Gated access - I know this might seem counterintuitive as Ethos currently does not have many active daily users. But currently it is completely shut off unless you have an invite. Once the platform is properly polished and finetuned, the floodgates will open and DaU + other metrics will SPIKE.
4. I've used it, and liked it - I have experienced zero bugs/issues on the site in the last few months that I have been exposed to it, and despite not agreeing with every little aspect of the score and the way it's calculated, broad-strokes its ingenius and does its job perfectly.
5. Opportunity - I do not get many of these opportunities to get in at the ground floor. I am not a VC, I do not have a huge bankroll. I feel included which also convinced me to participate.
Would you have done the same? Did you do the same?
/fantardio
Cypher retweeted
🦔The richest 10% of US households are fueling nearly half of total spending thanks to stock market gains. The bottom 80%, which made up 42% of spending before the pandemic, now accounts for just 37%. Economist Peter Atwater says the economy resembles a "top-heavy Jenga tower."
The Fragility
High-income Americans are behind roughly half of all US consumer spending, up from about a third in the early 1990s. Moody's chief economist Mark Zandi warns this makes the economy highly vulnerable if anything goes off the rails for those high-income households. A downturn in the stock market would knock the wind out of the last pillars of strength and raise recession risks.
The Strain
Confidence is sinking among lower-income earners while wealthier households remain upbeat. Student loan payments resumed, subprime borrowers are rising, and the shutdown disrupted food aid and childcare. Kroger reported low- and middle-income shoppers are using more coupons and buying cheaper store brands. O'Reilly Automotive found customers are putting off bigger repairs. Consumer prices are still up 27% since the pandemic onset.
My Take
The richest 10% driving nearly half of spending while the bottom 80% shrinks from 42% to 37% creates the fragility where economic growth depends on stock market gains benefiting a small group. When Zandi warns a market downturn would eliminate the last pillars of strength, that's the K-shaped economy Powell acknowledged. This explains why markets hit records while auto delinquencies reach 6.5%, health insurance costs $27,000 annually, and October job cuts were the highest in over two decades. The economy resembles a Jenga tower where the bottom can't support growth if anything destabilizes the top.
Hedgie🤗
Speculation is one of crypto’s superpowers, but the noise is finally clearing.
What remains are meaningful primitives around identity, stablecoins, prediction markets, and privacy.
Cypher retweeted
72 of the top 100 cryptos by market cap are -50% or more from their prior all-time highs
I have got another 1 invite to @ethos_network
🚨 I’ve got 1 invite to @ethos_network and it’s 🔥
Ethos is building the Web3 social graph from the ground up.
No algorithms, no ads just ownership, identity, and on-chain reputation.
Want in? Only the worthy 👀
Cypher retweeted
A look at all of Michael Burry's recent predictions.
In 2005, Predicted the collapse of the subprime mortgage market
-> Housing market crashes in 2008, Global Financial Crisis.
On Dec 2015, he predicted that the stock market would crash within the next few months.
-> SPX +11% Next 12 months
On May 2017, he predicted a global financial meltdown-> SPX +19% Next 12 months
On Sept 2019, he predicted that the stock market would crash due to a bubble in index ETFs
-> SPX +15% Next 12 months
On March 2020, he revealed a massive bearish bet-
-> SPX +72% Next 12 months
On Feb 2021, he predicted that the stock market would crash due to a speculative bubble. Shorts Tesla.
-> SPX +16% Next 12 months
On Sept 2022, he predicted that the stock market warned of more failures, bottom not hit yet.
-> SPX +21% Next 11 months
On Jan 2023, he predicts a recession and new round of inflation. Says “ SELL”
-> SPX +17% Year to Date
On Aug 2023, Reveals Short Positions on the SPY and QQQ
#MichaelBurry #stockmarketcrash
