Felix Randal

[Felix Randal @AcceleratTecho]

Cup and Handle gurus would be screaming to buy ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e , jokes aside I think https://t.co/chwzGZH6WO reprices higher very soon

[Carmen Li @carmenli]

Pretty cool to see this in the @FT.

“The coming futures market in AI compute” — with @Silicon_Data’s H100 rental index telling the story.

The volatility is exactly why this market needs benchmarks and derivatives.

You can’t hedge what you can’t price.

Compute is becoming an asset class. https://t.co/tVZGZC74Nb

[Felix Randal @AcceleratTecho]

long ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e

[Felix Randal @AcceleratTecho]

Aggressive institutional short campaigns targeting the gpu sector have hit cyclical floors. There is no marginal short-seller left to push prices lower. Institutional short equity risk has been entirely covered and taken off the table.

[Felix Randal @AcceleratTecho]

Aggressive institutional short campaigns targeting the gpu sector have hit cyclical floors. There is no marginal short-seller left to push prices lower. Institutional short equity risk has been entirely covered and taken off the table.

[Felix Randal @AcceleratTecho]

Lumber/gold is down approx. 60%. Financial assets reflated; the housing economy didn't. Lumber is pricing the real economy, not liquidity

Lumber −9% Gold +134% BTC +265% Housing starts −17% 30y mortgage rate +46%

What I think is on the cards over the next few months (risk on)

1. 10y rolling over from 2007 highs
2. Lumber/gold turning up on a 13-week basis
3. Fed done hiking (likely already done hiking w/ poor unemployment data)

A 24/7 lumber perp would be my favourite macro indicator @HyperliquidX

[Felix Randal @AcceleratTecho]

$Pod looks ready to send

[Felix Randal @AcceleratTecho]

@AsadIshmael add $drv and $grass to that chart 👀

[Felix Randal @AcceleratTecho]

eur/usd👀

[Felix Randal @AcceleratTecho]

I will never ever ever understand how anyone would turn there personal socials into a "I'm a trading guru, join my gc". Just asked a guy does he trade spot or futures and his response: "I trade gold oil and bit of bitcoin" the panic on his face lmaoooo and the infamous ai scanner they use lmaoooooo I don't get how this is not being regulated and clamped down on it's literally embarrassing

[Felix Randal @AcceleratTecho]

Long ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e

[Felix Randal @AcceleratTecho]

https://t.co/XyQXFW8LLG ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e strength is admirable
1. https://t.co/Fqz6pdvs3Q has deployed $129M in the last 11 days.
2. Four loans advanced past October ahead of schedule.
3. sUsdai & Usdai PT's premium widening on Pendle
4. Credit is spotless (zero defaults, 100% hardware uptime, borrowers paying early)
Long ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e

[Felix Randal @AcceleratTecho]

whiskey is primarily priced in GBP nice overview

[Felix Randal @AcceleratTecho]

eur/usd breaking downwards from consolidation since April 25'

[Felix Randal @AcceleratTecho]

https://t.co/XyQXFW8LLG ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e strength is admirable
1. https://t.co/Fqz6pdvs3Q has deployed $129M in the last 11 days.
2. Four loans advanced past October ahead of schedule.
3. sUsdai & Usdai PT's premium widening on Pendle
4. Credit is spotless (zero defaults, 100% hardware uptime, borrowers paying early)
Long ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e

[Felix Randal @AcceleratTecho]

🥃🥃🥃🪵🪵🪵

[Felix Randal @AcceleratTecho]

30-year yields hammering the euro

[Felix Randal @AcceleratTecho]

we hit 04' highs yikes

[Felix Randal @AcceleratTecho]

$Pendle + PT/YTs on tokenised stocks = $30

[Arthur Hayes @CryptoHayes]

$PENDLE + $BTC DeFi = $10

Bet

[Felix Randal @AcceleratTecho]

interesting

[Felix Randal @AcceleratTecho]

https://t.co/chwzGZGz7g $chip on the weekly