Peter Argerakis

COO & Co-Founder @SixMarkets & SixClearing | x-Citi / Jefferies / Goldentree

[Peter Argerakis @PArgerakis]

@mattkalish @LoganPredicts From a sharp sports bettor's perspective, perhaps "today" they see similar liquidity either way... but you're implying the why doesnt matter in this observation and you're comparing against what is still a very new product. I expect it to mature & move way beyond sports too

[Peter Argerakis @PArgerakis]

@mattkalish @LoganPredicts It's a feature, not a bug :)

[Peter Argerakis @PArgerakis]

@mattkalish @LoganPredicts obv for binary event contracts, it is not easy to do. Thats why you observe that. Size can drive price. The sportsbetting industry manages this one way (cynically, refusing skilled bettors)... the finance industry manages it differently for market integrity.

[Peter Argerakis @PArgerakis]

@mattkalish @LoganPredicts I'm not attacking either - just trying to explain they "why" behind your original comment.

[Peter Argerakis @PArgerakis]

@mattkalish @LoganPredicts Actually, that happens every day ... as a MM you may be making markets for some of the smartest and best resourced hedge funds/asset managers in the world... posting size also... you manage the risk of the underlying, your position sizing, and the flow...

[Peter Argerakis @PArgerakis]

@mattkalish @LoganPredicts No regulated financial exchange can refuse your (legal) order on a discretionary basis... MM's have to price the risk... every sportsbook can because there is no obligation to ensure transparent, fair and orderly markets

[Peter Argerakis @PArgerakis]

@mattkalish @LoganPredicts Actually, this is the difference between pricing the customer vs pricing the risk

[Peter Argerakis @PArgerakis]

@altcap "Yield" is consistently misused in the crypto world

[Peter Argerakis @PArgerakis]

@_The_Prophet__ Eh an institutional participant, especially if forced, would be more likely to justify twap/vwap over day(s), rather than pick a single moment in time every day... is it a coincidence US equities open at 9:30am EST....

[Peter Argerakis @PArgerakis]

@zerohedge Ha when we start quoting CDS spreads on X.... we are probably closer to a fear triggered interim bottom than a top

[Peter Argerakis @PArgerakis]

@jvb_xyz At this point, the tariffs largely "worked"... cancelling them will spike uncertainty .... uncertainty is bearish

[Peter Argerakis @PArgerakis]

@KobeissiLetter Month end. Monday's SRF should fade. High % of treasuries alongside record t-bill issuance probably more about month end liquidity mgt than stress. Let's see....

[Peter Argerakis @PArgerakis]

@nic_carter read the story of Adam Brown "Fearless"

[Peter Argerakis @PArgerakis]

@Restructuring__ Pari Passu Newsletter 👍

[Restructuring__ @Restructuring__]

Coatue October 2025 State of the Markets Update

60 Pages on Public Markets every investor should read

Get the Full Deck below ⬇️

1) AI continues to drive markets higher while...
2) In addition, new names are winning the AI Race
3) The market is very expensive, but...
....
6) Coatue is not selling, the AI Bull Case
7) Coatue ROIC Math on AI
8) AI Bull and Bear Case comparison
9) AI Apps Landscape

[Peter Argerakis @PArgerakis]

Eventually everyone learns what "picking pennies up in front of a stream-roller" means 😄

[Peter Argerakis @PArgerakis]

@Mikey0x_ It already is illegal

[Peter Argerakis @PArgerakis]

@zerohedge Fri: NVDA gets approval to sell Blackwell in China

[Peter Argerakis @PArgerakis]

@Delztheplug @j0hnwang to think about value accrual, you need to first understand "value"... and it definitely isnt a circular reference like you often see in crypto.