1/ 2022 Echo Bubble - Full thesis
A thread presenting evidence for a mid term bottom and oncoming "echo bubble" with thorough confluence from technical analysis, onchain data, and exchange/derivatives data
1/268
It's the moment you've waited for, desired and above all else feared.
It's time for the 2023 shopping list!
(Which is also supporting public goods funding! Woo
My master's degree completely failed to teach me Python for quant finance (they taught me MATLAB).
So I watched 200 YouTube videos.
And the truth is, 96% of them were a complete waste of time.
But these 8 taught me more than all my PhD professors combined:
Tokenomics. My super special compilation for y’all fam ❤️
• https://t.co/ngnQIknux0 - Read
• https://t.co/rPc1mW9cwM - Read
• https://t.co/i3oakuSOyU - Read
• https://t.co/06sfC5o1xB - Book
• https://t.co/d1hUxE5JgM - Book
1/ A thread on the shape of the Futures curve: understanding Contango & Backwardation in all asset classes (Commodities, Equities, Fixed Income, Volatility, Foreign Exchange, Bitcoin).
--- long enough for an article, but writing articles is more time consuming than a tweetstorm.
I've learned a lot in the past from reading contracts, so I put together a list of smart contracts I find cool, fun, or interesting (e.g. on-chain 3D renderers, ERC721 quine NFT, etc.):
https://t.co/fxLGdUmkim
[DB] Voyager's exposure to 3AC consists of 15,250 BTC and $350 million USDC, 3AC has not repaid requested amounts.
Voyager: Failure to repay by June 27 will constitute an event of default
Voyager intends to pursue recovery from 3AC
All my airdrop strategies mega-thread 🪂
Occasionally, I tweet strategies to get airdrops. I tweeted about $HOP, $ENS, $PSP and $COW back in October 2021.
Here's an organized, compiled, and curated massive alpha list of all I've tweeted so far. Updated regularly.
🧵⚡️
🪞How Hedge Funds Do Post-Mortems🪞
"Pain+Reflection=Progress" ~Ray Dalio
The post-mortem is the hedge fund PM's leg day: can't skip.
Done right, it's a systematic exercise that mega boosts performance. Yet ppl never explain how to do one.
So @SeifelCapital(CS) & I teamed up
👇
I earned $1.4M in arbitrage profits on Solana in the last 5 months. Here is how I did it.
A lot of people are messaging me about how to get started so I thought I would make a basic outline.
More detailed article to come so make sure to follow.
A thread 🧵