Delta Newtral

Futures & Options Trader | 0DTE Index Options | $SPX $ES_F $NQ_F | Always Hedge Risk | Crypto Enthusiast | Loves #SierraChart | NFA DYOR |

[Delta Newtral @DeltaNewtral]

AI Infinite Money Glitch
$SPX $SPY $QQQ $VIX

$NVDA $MSFT $ORCL $AMD $AMZN $GOOGL $AVGO $META $CRWV $INTC

#OpenAI

[James Eagle @JamesEagle17]

The AI money machine! Well, it's almost impossible to map. But someone has got to do it. This is the circular flow of capital through the AI infrastructure economy from 2019 to 2032. A rose-tinted version that's being priced in.

[Delta Newtral @DeltaNewtral]

#XMoney Launched a New Debit Card
#Wise #Paypal #Crypto #Wallet

[Teslaconomics @Teslaconomics]

Just curious… how much do you think I should move over to 𝕏 Money?

6% APY on everything you keep in there (no cap), 3% cashback on the metal card, free wires/bill pay/mailed checks, instant P2P by @handle, and FDIC up to $10M sweep for big balances.

If you park your cash here on 𝕏, you can make:
• $100k → $6,000/yr
• $250k → $15,000/yr
• $500k → $30k/yr
• $1M → $60k/yr
• $5M → $300k/yr
• $10M → $600k/yr

All while staying inside the app I already live in… it honestly feels like a no-brainer.

[Delta Newtral @DeltaNewtral]

@OptionswithWes It will be MAAANGOS
A= Amazon
A = Apple
A = Anthropic

[Delta Newtral @DeltaNewtral]

Friday Vs Monday Return for the past 30+ Years

$SPX $NDX $SPY $QQQ
$ES $NQ $NVDA $TSLA

[Delta Newtral @DeltaNewtral]

@WOLF_Financial Extending the hours is a double edge sword - It also could leads to lower volume during regular market hours...

[Delta Newtral @DeltaNewtral]

@dpichkar Great looking chart..
Is this SierraChart?

[Delta Newtral @DeltaNewtral]

@xtbot @claudeai Mine is extremely slow to the point its unusable as well...
I have not experienced this ever before...

Any changes on your end?

[Delta Newtral @DeltaNewtral]

@Threeaio Mine is extremely slow to the point its unusable...
I have not experienced this ever before...

Any changes on your end?

[Delta Newtral @DeltaNewtral]

@Red_Owl_IT_Devs @claudeai Mine is extremely slow to the point its unusable...
I have not experienced this ever before...

Any changes on your end?

[Delta Newtral @DeltaNewtral]

Average US House Priced in $BTC from 2012 to 2028

$ETH $BNB #Crypto #Inflation #InterestRates $GLD $SLV #Mortgage #USDebt #Savings $IBIT

[Teddy - PolyBackTest.com @Bitcoin_Teddy]

When you save in dollars, everything gets more expensive.

When you save in #Bitcoin, everything gets less expensive.

Pretty simple concept really.

[Trending Bitcoin @TrendingBitcoin]

The pyramid of intellect #Bitcoin

[Shanaka Anslem Perera ⚡ @shanaka86]

The gold vs Bitcoin debate officially ended this week.

Nobody called it.
The data is conclusive.
The implications reshape everything.

2013: Gold crashes 28%
$GLD: $25 billion in REDEMPTIONS
Investors panic. Flee at first stress.

2025: Bitcoin drops 10%
$IBIT: $25 billion in INFLOWS
Institutions accumulate. Buy the entire dip.

Same drawdown psychology.
$50 billion behavioral swing.
Opposite directions.

This has never occurred for any alternative asset ETF in history.

Now check the 2025 flow leaderboard:

$IBIT ranked 6th overall
$25.4 billion in net flows
The ONLY negative performer on the board
Every other top fund up 15% to 30%

Meanwhile $GLD ran +64%
Best gold year since 1979
Hottest precious metals tape in 45 years

Bitcoin still out-raised it.
While down 10%.

Let that sink in.

The pension consultants see this data.
The endowments see this data.
The RIA models are already adjusting.

BlackRock didn’t build an ETF.
They canonized an asset class.

Stocks. Bonds. Real Assets. Bitcoin.

60/40 just became 55/35/5/5.

Bookmark this:

BTC +30% in 2026 = IBIT pulls $60B to $80B and cracks $150B AUM faster than any fund in history.

Screenshot it. 12 months. I own the outcome.

Institutions just voted.
$25 billion during a correction.
While gold ran the tape of its life.

They didn’t choose gold.

That’s not noise.

That’s the signal.

[Delta Newtral @DeltaNewtral]

$SLV $GLD $NDX $SPX $RUT $IWM $BTC $ETH #Altcoins $IBIT $SPY $QQQ $VIX

[Bull Theory @BullTheoryio]

2025 Performance:

Silver: 130%
Gold: 65%
Copper: 35%
Nasdaq: 20%
S&P 500: 16%
Russell 2000: 13%
BTC: -6%
ETH: -12%
Altcoins: -42%

The crypto market is now officially the worst-performing asset in 2025.

[Delta Newtral @DeltaNewtral]

@JohnLeePettim13 Would be nice if you would have included the source of this information

[Delta Newtral @DeltaNewtral]

$SPX $SPY $QQQ $VIX

$NVDA $MSFT $ORCL $AMD $AMZN $GOOGL $AVGO $META $CRWV $INTC

#Opex #InterestRates #Bonds #BOJ

[John @market_sleuth]

VIX fell 11.6% today. On July 31, 2024 after the BOJ raised rates the VIX fell nearly 10%. Today we got a 0.9% rally, then we got 1.6%.

[Delta Newtral @DeltaNewtral]

The only way this can happen if the user have used a Infected or compromised PC. With that kind of amount they should have used a dedicated pc just for making the transactions.

Second, it also seems that they were not using a hardware wallet (Which allows us to confirm the address in offline mode). That would have allowed them to verify the recipient's address on the wallet screen.

Third: They could have also used a non-persistent linux bootable via usb to carry out transactions (It looses all its data/info after reboot)

None the less , its Important lesson for the crypto users.

[Delta Newtral @DeltaNewtral]

🇯🇵 JAPAN TO SELL $530 BILLION OF U.S. STOCKS TO STABILIZE THE ECONOMY.

Japanese Government #Bonds 10-YEAR YIELD RISES TO 2%, HIGHEST LEVEL SINCE THE DOT-COM BUBBLE IN 1999.

#Currencies #Forex

$SPX $SPY $QQQ $VIX $NQ_F $ES_F

$USDJPY $GBPJPY $EURJPY $AUDJPY $CADJPY $CHFJPY $NZDJPY

[Delta Newtral @DeltaNewtral]

Bank of Japan hikes interest rates to 0.75% vs .25% expected. Highest in 30 years!

#Currencies #Forex
$SPX $SPY $QQQ $VIX $NQ_F $ES_F

$USDJPY $GBPJPY $EURJPY $AUDJPY $CADJPY $CHFJPY $NZDJPY

This is a major shift for global markets. Higher Japanese rates mean tighter global liquidity, pressure on the yen carry trade, and increased stress for risk assets like equities and crypto.

[Spy on Gems @SpyonGems]

🚨 JUST IN: JAPAN’S INTEREST RATE DECISION CAME IN AT 0.75%.

EXPECTATIONS: 0.75%.

[Delta Newtral @DeltaNewtral]

$SPY $SPX $QQQ $VIX $ES_F $NQ_F

[Cheddar Flow @CheddarFlow]

$SPY now has a whopping $3.8 BILLION worth of gamma exposure at the 680 level (Unusual)

Big squeeze ahead if bulls can hold it above here

[Delta Newtral @DeltaNewtral]

This is Huge
Google's #TorchTPU could become an alternative to NVIDIA's #PyTorch

$GOOGL $NVDA $META #OpenAI #Claude #DataCenters #AIChips

[Ricardo @Ric_RTP]

Google just launched a direct attack on Nvidia's most valuable asset.

Not their chips. Their SOFTWARE.

And if this works, Nvidia's $4 trillion empire collapses.

Here's what just leaked:

Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs.

Why does this matter?

PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it.

And PyTorch was built around Nvidia's CUDA software.

Wall Street analysts call CUDA "Nvidia's strongest defensive wall."

It's the reason companies can't easily switch away from Nvidia even when alternatives exist.

You don't just buy Nvidia chips. You buy into their entire ecosystem.

Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops.

So companies stay locked in.

Even when Nvidia raises prices. Even when supply runs short.

That's not a hardware moat. That's a SOFTWARE prison.

And Google just found the escape route.

Here's the problem Nvidia created for itself:

Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost.

But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch.

That means if you want to use Google TPUs, you have to rewrite your entire codebase.

Nobody wants to do that.

So Google TPUs sit unused while developers fight over Nvidia chips.

Until now.

TorchTPU makes PyTorch run natively on Google hardware.

No rewrites. No performance loss. No months of engineering.

You just... switch.

And Google is partnering with META (who built PyTorch) to make it happen.

They're even considering OPEN-SOURCING parts of it to speed adoption.

Translation: Google is willing to give this away for free just to break Nvidia's lock.

The implications are insane:

Every company currently paying Nvidia's premium prices suddenly has a way out.

Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google.

Nvidia's pricing power evaporates overnight.

And the timing is perfect:

Nvidia is already facing heat. Semiconductor index dropped 3% today.

Oracle just lost their biggest investor over AI spending concerns.

Companies are realizing AI infrastructure costs are unsustainable.

Now Google hands them an alternative. Same performance. Lower cost. Better availability.

Jensen Huang knows exactly what this means.

CUDA has been Nvidia's untouchable advantage for YEARS.

It's why Nvidia trades at 50x earnings while AMD trades at 25x.

The software moat justified the premium.

But if Google removes that switching cost?

Nvidia becomes just another chip company.

And chip companies compete on price, not ecosystem lock-in.

Here's what happens next:

Google needs 12-18 months to make TorchTPU production-ready.

If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing.

Amazon already building their own Trainium chips. Microsoft making Maia.

They're all trying to escape Nvidia. Google just gave them the software bridge.

Nvidia's response options are limited:

They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source.

Their only play is to keep improving CUDA faster than Google can catch up.

But that's a race, not a moat.

The market isn't pricing this in yet.

Nvidia down 2% today. Google down 2%.

Investors think this is just "another competitor."

They don't understand this is an attack on the FOUNDATION of Nvidia's valuation.

Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion.

Google is attacking the lock-in.

Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia.

The "Nvidia is unstoppable" narrative dies.

And a $4 trillion valuation built on software moats gets repriced.