Ash Melwani

[Sergei Perfiliev 🇺🇦 @perfiliev]

$500,000,000.

Half a billion dollars.

Currently, this is how much of $SPX index needs to be bought or sold for every 1% down or up move, respectively.

These flows are a result of a substantial options trade that was placed yesterday.

Let's have a look at what's going on 👇

[Ash Melwani @ashmelwani]

@0xwagmi @KlimaDAO

[banteg @banteg]

Solidity, Smart Contracts, Brownie Beginner to Expert Tutorial
https://t.co/GyCLLxmwik

[Kurt Barry @Kurt_M_Barry]

Can addresses be censored from transacting in DAI?

It's a question that's come up a lot recently given regulatory discussions and the PolyNetwork hack.

Short answer: no.

For an explanation of the technical nuance, see the thread below 🧵👇.

[dogo was here @dogoshii]

Where we are vs. What we’re disrupting

$LINK

[Ash Melwani @ashmelwani]

@RulerProtocol @Tetranode thoughts?

[Ash Melwani @ashmelwani]

@dopex_io @Tetranode appreciate the frequent tweets

0x2F87E2c5d47cbFBE7bbA921b14869F961E44DcA0

[Ash Melwani @ashmelwani]

If you were an early participant in just two projects for a few minutes (see @Uniswap or @AmpleforthOrg) you could have received > $60,000 USD.

@dopex_io promising TBD

#DeFi is fun and powerful

#CS or #Finance degree not necessary

0x2F87E2c5d47cbFBE7bbA921b14869F961E44DcA0

[Stryke ⚡ @stryke_xyz]

Dopegang!

We are excited to announce that we will be conducting a series of 3 airdrops for our awesome community

For the first airdrop, will be picking 500 lucky winners who will *each* get 160 $rDPX tokens airdropped to them

Check the tweet below for more details 👇

[Ash Melwani @ashmelwani]

@jaibhavnani DM’ed you @jaibhavnani

On another note, any thoughts on enabling specific fuze pool APRs to be fixed instead of variable for certain tokens? Potential integrations with something like BOND or RULER?

[Ash Melwani @ashmelwani]

Will data confidence scores be as prevalent as Sonatype/Veracode scanning? @Mat_Yarger

A logical solution to a data provenance/integrity problem that needs to be solved. Whether or not the base layer is #IOTA, the concept of a data confidence score seems sound.

[Dominik Schiener @DomSchiener]

Amazing to watch the project #Alvarium livestream and see how industrial giants are using #IOTA to solve clear business problems. Over 1000 people are participating in the livestream and our community had to setup multiple channels to stream it on Discord 😆❤️

[Ash Melwani @ashmelwani]

Provides some context around the Quadruple Witching that’s about to happen 👇 Intro to Vanna/Charm flows and its underlying asset #vanna #charm #quadruplewitching

[KeyPaganRush @KeyPaganRush]

A video that explains how market makers delta hedging Vanna/Charm exposures can affect price movements; made in collaboration with @jam_croissant

Hopefully the financially semi-literate (Like myself) will find this useful~

https://t.co/W3SIPANHKF

[Ash Melwani @ashmelwani]

@MI_Investments @fundstrat Scenario 1: US gov cuts budget deficit —> lower GDP —> unlikely

Scenario 2: rates go higher —> US gov more unlikely to pay interest on debt —> FED must keep buying bonds to keep yields manageable

Thus: increased budget deficit + low rates for long = repeatable....until it’s not

[Ash Melwani @ashmelwani]

Valuation is relative. Earnings forecast is at the core of investment decisions, but doesn’t fully explain price. There is value in looking at the macro picture.

$SPY #PE #yield

Nicely illustrated by @fundstrat 👇

[Ash Melwani @ashmelwani]

@Chazzl3dazzl3 @fundstrat Implied bond PEs are based on current yields. Equity PEs are based on forward P/E

[Ash Melwani @ashmelwani]

@venmo @CashApp @RobinhoodApp @jack

Worth looking into 👇

[Ash Melwani @ashmelwani]

Incredible to see financial products being built in the decentralized world

[Ash Melwani @ashmelwani]

Likely a period of price appreciation for both growth and value stocks VS US dollar in the coming years regardless of rising long terms rates. The US debt, budget deficit, and inflation control will be factors that contribute to a ceiling of how high long term yields can go.

[Puru Saxena @saxena_puru]

Consensus -

"Rising long-term rates are terrible for growth stocks!"

During the previous cycle, 30-yr UST yield rose a fair bit during THREE periods, yet that didn't stop the leading growth stocks from rallying hard.

Current sell-off in growth is due to 'vaccine' news IMHO

[Ash Melwani @ashmelwani]

Incredible to see this happen in front of our eyes...today it’s not retail traders driving the market #Bitcoin

[Orwellian @PacketFreedom]

@bitcoinliberty @blockfolio Big price movement with low transaction rate means very large buyers are in the space. Big dollar volume in each transaction.

[Ash Melwani @ashmelwani]

@dmelloleslie @grahamperks @BrianFeroldi 3/ https://t.co/RROIxT0KOG

[Ash Melwani @ashmelwani]

@dmelloleslie @grahamperks @BrianFeroldi 2/2 Logically speaking, if today was day 0 and we were to pick a store of value as a society, I doubt it would be gold. #cryptoETF #UsefulComodities #stockETFs