Lightnin

I tell fortunes and steal horses.

[Lightnin @0xthomism]

@notthreadguy Messi Livermore prob has a take

[Lightnin @0xthomism]

Filling @cerebras up like i learned it from @JohnnySins when he was a professor at Brazzers

[Cerebras @cerebras]

Today, @AMD and Cerebras introduced a powerful disaggregated inference solution, pairing the right engine to each phase of the inference pipeline.

This is what agentic AI has been waiting for: the fastest production inference at massive scale.

[Lightnin @0xthomism]

see?

Avoid San Francisco mid 70s butt sex

Bold Leo is for the streets tho i ain't

[Bold @boldleonidas]

I'm down tremendous.

[Lightnin @0xthomism]

i don't fuck around on chain I'm not in the street like that

it's like fucking a dude in San Francisco circa 1980

you're either gonna die slowly or learn the streets are for you

[Ansem 🐂🀄️ @blknoiz06]

Bitcoin created Proof of Work, Ansem created Proof of Bagwork

[Lightnin @0xthomism]

Wow soon $15m can't even get you a reasonably scarce jpeg much less a reasonably sized house

[Lightnin @0xthomism]

@asparagoid Grok 4.5 is the only LLM that aint trans and gay

[Lightnin @0xthomism]

@bloomberg have no idea why Intel is so strong.

Inference for Google's 3 million TPUs.

Google will use these TPUs to make Frozen V2 chips -- these produce 10x more tokens per watt.

1 GW priced at $1bn today.

Frozen v2 makes Google GW cost $100m.

[Lightnin @0xthomism]

Being bearish $alphabet solely for CapEx

Didn't read Google's on balance sheet maturity profile.

Dept issuance long-dated out to 40 and 100 year paper.

No one mentions this?

Forgot about the daily $362 million CASH from search alone.

8 cents x 6-8 billion per/d.

[Lightnin @0xthomism]

Moody's chief credit officer concerned w/ no more cheap $ borrowing. Use the think tank. Structed Vol regime means ^10y.
^10y = ^discount rates/fut cashflow.
Short QQQ
Long value/short growth
Buy VIX calls
Steep contango commodity cash carry
Higher for longer

Half a Xan lady

[Lightnin @0xthomism]

Bloomberg I've never heard so many uninformed takes on AI picks and shovels companies spoken with such confidence until i listened to these two smooth brains. Where did these two cut their teeth on markets?

[Lightnin @0xthomism]

No peace for months

Stop being retarded

[threadguy @notthreadguy]

surely this means there will be imminent peace

[Lightnin @0xthomism]

@PigskinBradley @DTrinity20726 @TMZ Dumbest take

[Lightnin @0xthomism]

@DTrinity20726 @bluexray6 @TMZ Arnold gave the guatamalan housemeeler austrian oak in 96. He was born 97.

Arnies wife found out 2011 and divorced him.

Wifless, maidless and losing governor of California all in 2011. If you think m the year could get any better be hired 11 more
Latina housecleaners

[Lightnin @0xthomism]

@zksync Sink is in the name the token was doomed from jump.

ZKfloat or ZKstayonland
God forbid some believe youll ZKretrace.

ZKthink for fuck sake

[Lightnin @0xthomism]

Sentiment:

Brent crude down
Stocks up

"peace is coming"

Exploit delusion and smack the hammer on the largest movers then buy cheap Brent or CL!

Make peace with your girlfriend d letting herself go while her sister stays tight.

Dont drink and drive

[Lightnin @0xthomism]

Thanks for the cheddar @nahnah64

Number went up.

Gonna buy my wife's sister new tits with the profits.

Happy Easter take ya vitamins

[Lightnin @0xthomism]

@options_matrix Their job is collect spreads and keep books neutral. Clearly heavily short gamma ma so pricing high is to protection and the math tells us price and iv move together.

You should know the strat bro whats up

[Lightnin @0xthomism]

April Catalyst Condor

IV, emotions and profit

51% IV Apr2426 exp. Market is pricing in chop over breakouts.

Selling the fear. Nervous high iq quants driving up IV.

- bear call spread & bull put spread

Capture theta premium
Bet against pre fomc b/o
& pump dump insurance

[Lightnin @0xthomism]

@options_matrix I dont care if it pumps or dumps rhe Condor is harvesting theta premium and providing insurance if we whipsaw above 85 or below 60. The skew is irrelevant. Whp the tural buyers and sellers are irrelevant and im reading IV correctly. Elevated tail strike demand from dealers?

[Lightnin @0xthomism]

@options_matrix Fog of war v math
Market makers run Black-Scholes in reverse to find iv frkm mkt price run the numbers youll see the market has priced in $855] move either direction by 24. Dealers pin short gamma nust price the option high bc if forced toc hedge the price will run away

[Lightnin @0xthomism]

@options_matrix Bitcoin philosophically is the non sovereign high beta risk asset that can fly you to safety or dump alongside the market. Resolving either extreme means wide probability distribution when pricing the option. Wider = higher IV.