Tom Smith

[Tom Smith @TommytooTimer]

@junkbondanalyst How would a trading desk hedge such exposure?

[Tom Smith @TommytooTimer]

@Jbooty88 Good clean hits. What you seeing out there?

[Tom Smith @TommytooTimer]

@CanesFamNews Can’t DM, follow back please

[Tom Smith @TommytooTimer]

@Jazerbeam The committee is slow playing Miami’s rise in the rankings to buy themselves time before they have to make the tough decisions. A lot can change from 7-15 until the final bracket, so no reason to create headaches from the likes of ND, Bama, Utah, etc. if they don’t need to yet

[Tom Smith @TommytooTimer]

@GoldmanFachs @123skely Same what’s your name

[Tom Smith @TommytooTimer]

@PGATUOR Hit em up https://t.co/sirRZACpty

[Tom Smith @TommytooTimer]

@szn2z Rug

[Tom Smith @TommytooTimer]

@metaversejoji $OMNOM

[Tom Smith @TommytooTimer]

@MoonOverlord $OMNOM

[Tom Smith @TommytooTimer]

@CoinGurruu $OMNOM?

[Tom Smith @TommytooTimer]

@LeftsideEmiri What do you mean no more points thing? I thought they were continuing to release points and incentivizing dapp usage via multipliers

[Tom Smith @TommytooTimer]

@CaitlinLong_ @1Nobody222 @AP_Abacus @BlackRock @Fidelity What is this “OTC” I hear folks speak of?

[Tom Smith @TommytooTimer]

@qthomp @biancoresearch Jim also ignores the fact that BLK and others are squeezing the custodians & OTC desks on fees - everyone wants this biz and prices aggressively for it, accelerating margin compression in the industry. For BTC at least

[Tom Smith @TommytooTimer]

@0xsammy @0xCygaar @ethena Pretty sure this is wrong? They’re simply shorting ETH perps to delta hedge the long stETH position, and earning funding from doing so (while funding is positive). No LPing and no IL

[Tom Smith @TommytooTimer]

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[Tom Smith @TommytooTimer]

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[Tom Smith @TommytooTimer]

@QwQiao Silly lil guy

[Tom Smith @TommytooTimer]

@intangiblecoins What kind of instis are actually trading this tho? Do u think it’s futures ETF managers or macro funds who don’t want to touch spot?

[Tom Smith @TommytooTimer]

@in_theta @RyanLeeCrypto @DeribitExchange What does this mean in English

[Tom Smith @TommytooTimer]

@weskpga @INArteCarloDoss Can u explain this more clearly? Are you saying short 10y futs is positive carry vs. a levered cash position given the funding cost associated with the latter? And then his 4% downside scenario is ignoring the opportunity cost of holding 1y bills?