Anna

Fides, non ratio / Amateur trader making bad decisions for your entertainment. Zero experience. Enjoy the show, but this is definitely not financial advice. 📉

[confinedape @confinedape]

I've personally read, annotated, and indexed hundreds of primary sources on financial markets.
Twelve research papers worth reading for discretionary judgment and a note on their usefulness for systematic traders.

If you're a trader, this thread might genuinely change your life.

[confinedape @confinedape]

Transitioned from Hyperliquid to CME these last few weeks.
During my Hyperliquid days, I spent months building a custom execution CLI.
Handled north of $1b notional since.
Rust monorepo, low latency, Unix-socket IPC/API for systematic strategy deployment, hotkeys, variables, you name it...
Might open source it if enough are interested.

[Anna @OdintsovaXBT]

@confinedape Who's there

[Anna @OdintsovaXBT]

@confinedape Yees very!

[Anna @OdintsovaXBT]

@confinedape When next stream?

[Anna @OdintsovaXBT]

@confinedape Good one

[Anna @OdintsovaXBT]

@confinedape This is exciting! See you there 🤗

[Anna @OdintsovaXBT]

@confinedape 😍😍😍

[confinedape @confinedape]

Something oddly constructive taking shape on #Bitcoin...

Revising my bearish bias conditionally. My books remain flat besides spot for now.

One must acknowledge buyers effort to escape June value and stay atop mPOC.
Also taker bid has left behind beautiful structure below while cleaning up much of the ugliness I had pointed out above.
Across nance futures and spot, we see real passive interest just below price.
However, CME and nance perps show significant accumulation at offer in 68s as well.

I just don't see a clean trigger for any position yet, but will of course update as things develop.
68s?

[confinedape @confinedape]

I built a permanent home for my long-form work.
Going forward, my full market theses, trade reviews, research, software, videos, livestream invitations etc. will live there.
New work will go out through the free newsletter.
I’ll still be very active here on X with my short-form posts, spontaneous market thoughts and whatever else is on my mind.
Over time, I want this to become a serious archive of useful work for traders.

If you’ve found my work useful and want the full posts as they come out, I strongly recommend subscribing to the free newsletter:
https://t.co/zjWqE9wBCk

[Anna @OdintsovaXBT]

@confinedape I feel like light looks more professional and dark "cooler"

[confinedape @confinedape]

@Trader_XO Great case to be made for a bounce here

[confinedape @confinedape]

@DrProfitCrypto Called at 80s with clear explanation!

[confinedape @confinedape]

@crypto_condom Agents and markets are indeed a great match. https://t.co/chUeDoMeKT

[confinedape @confinedape]

@Trader_XO Best time to spend on education and building instead of knife catching and overtrading https://t.co/chUeDoMeKT

[confinedape @confinedape]

@Timeless_Crypto Timeless, I don't know whether you trade microstructure the way I do but I'm interested in your take on this one, much of what I said persists, and Im still short. https://t.co/A8101frunU

[Anna @OdintsovaXBT]

@confinedape @Trader_XO ⬇️⬇️⬇️

[Anna @OdintsovaXBT]

@confinedape @KobeissiLetter Let's goooo

[confinedape @confinedape]

@astronomer_zero Astro, how many more times do you expect the same support to hold? Its liquidity has been absorbed by now. https://t.co/A8101frunU

[confinedape @confinedape]

Unprecedented amounts of activity in the strait of #Hormuz yday. Hundreds of speed boats, oil slicks, fire(s). Aside from rhetoric this conflict seems very much not only alive but strongly escalating (in regards to the strait).