alex

[alex @alex_worktwit]

@cptn3mox @TTx0x @OpenAI im tailing cptnemo

[alex @alex_worktwit]

@DsrPrivate Why’d you change your mind from the $146 level?

[alex @alex_worktwit]

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[alex @alex_worktwit]

@volisdead getting fked up at the box?

[alex @alex_worktwit]

@DsrPrivate Could you roughly describe what your smart beta signals are looking at for gold? Positioning? Some RSI measure?

[alex @alex_worktwit]

@DsrPrivate last 3 days have been a noticeable divergence between rate differentials. nothing new on tariff front afaik and tariff stocks arent moving. not sure if u aware of any end/beginning of year flows driving this

[alex @alex_worktwit]

@DsrPrivate any opinions on EUR? massive move for unclear reasons

[alex @alex_worktwit]

@DsrPrivate EUR move getting somewhat ugly with vols up a bunch, thoughts here? u were looking to sell putspread at some point

[alex @alex_worktwit]

@DsrPrivate what is your process in determining how much of a recession s&p is pricing in? option implied? vs certain P/E? Likewise for STIRS? Would you happen to have any isnight on the same process for Gold/HYG etc.

[alex @alex_worktwit]

@DsrPrivate how do you think gold moves in each of your three scenarios? Feels like the gold/real rates correlation has been weak recently and price has been driven by broad metals complex

[alex @alex_worktwit]

@sunchartist why do you think so?

[alex @alex_worktwit]

@0x_antifragile see you left out karak from the list? any thoughts on that

[alex @alex_worktwit]

@0x_antifragile do u have a karak and blackwing code? happy to use yours

[alex @alex_worktwit]

@0x_antifragile ty sounds like going for stables on cheap gas cross-chains is a good option then

[alex @alex_worktwit]

@DsrPrivate @HMugwagwa Why would you not raise more cash in smart beta if alpha is max short? Curious. I see 30% cash on site

[alex @alex_worktwit]

@DsrPrivate @HMugwagwa Would you say you are close to max sized short assets here? Or how much more of AUM would we be sizing into? Waiting for QRA?

[alex @alex_worktwit]

@0xWangarian More like they fill 4 market makers at once and ask where are you on the follow

[alex @alex_worktwit]

@0xWangarian @ASvanevik u learnt the botabolampa in uni

[alex @alex_worktwit]

@EffMktHype @aRishisays just fyi everything past JH expiry literally doesn't trade, there's no screen. can check via OMON, so wouldn't rely on looking at vols past 27th-Aug expiry