Blockchain Capital Partners

Blockchain Capital Partners is a proprietary fund; started mid 2017

[Blockchain Capital Partners @Blockchain_C]

@insane_analyst Any opinion on 2577 hk innoscience?

[Raph. H. @Rapahelz]

@kunalb11 Curiosity leads to discovery.

Risk-taking and reflection nurture intuition.

Discovery and intuition lead to creativity.

Creativity leads to nonlinearity.

Nonlinearity transforms existing markets, creates new markets.

[Blockchain Capital Partners @Blockchain_C]

@Coinfidence_io June is the most expensive rn; i hope it doesnt get to that i.e trade works out before that, otherwise perps

[Blockchain Capital Partners @Blockchain_C]

$BTC alpha:
asymmetric bet to protect against downside
short decs vs march at 20% in either $eth or $btc
eth seems to have more ghost liquidity on ftx

[Blockchain Capital Partners @Blockchain_C]

@_silto_ And ghost liquidity is if you a sell order in eth decs say 0.2% lower than mid, you should be able to fill 1000 plus eth mostly algo driven, you are not going to see that sort of loquidity on orderbooks

[Blockchain Capital Partners @Blockchain_C]

@_silto_ So even if it btc rips higher, there is a natutal selling pressure in form of carry trades

[Blockchain Capital Partners @Blockchain_C]

@_silto_ Reason i say its assymetric is in a yield starved world, if yiu take on ftx custodial risk; that 26 6% annualized return entices a lot of funds to go for the carry trade; buy spot sell decs and reverse on expiry to lock in almost risk free 20%

[Cole Garner @ColeGarnersTake]

There's a $10M mkt cap DeFi token that's primed to turn into a *black hole* of value capture.

It just woke up after months of accumulation.

I may have just found my 100x.

Can you find it?

[Blockchain Capital Partners @Blockchain_C]

@gross_bit Still will be exposed to whiteswans though, but then 1*2 spreads have a similar risk too

[Blockchain Capital Partners @Blockchain_C]

$BTC alpha:

long BTC decs vs BTC march;
big seller in decs;
80 delta sure, this spread is going to bounce 5% in a days time

[Blockchain Capital Partners @Blockchain_C]

@gross_bit I tend to resonate with your option plays, cheapened up/down expression in form of ratio spreads; these plays are similar in their assymetric nature;dec+ vs perps- for longing, and decs- and march+ for shorting; decent ghost liquidity and very volitile spreads

[Blockchain Capital Partners @Blockchain_C]

@gross_bit not during the down move; you could literally have spreaded 20mil with <0.5% slippage to and fro

[Blockchain Capital Partners @Blockchain_C]

that was pretty quick

[Blockchain Capital Partners @Blockchain_C]

@vkik94 not sure, i doubt though it was a liquidation; but these wicks are pretty common

[Blockchain Capital Partners @Blockchain_C]

$ETH L2 alpha: repricing due for $matic, $lrc and $stake

[Blockchain Capital Partners @Blockchain_C]

$ETH alpha: touched 9% today (last 20 day funding is 3.2%, 53% APY), 0.0011% avg hourly funding is a buy even in a bear market for a structural long only market

[Blockchain Capital Partners @Blockchain_C]

$ETH alpha:
@FTX_Official ETH-1231 pricing in 16% premium for 350 days. That avg 0.0019% priced in; realizing 0.0075% for last 20 days; should be priced much higher imo in 25-30% annualised range

[Blockchain Capital Partners @Blockchain_C]

@TheDarkDeimos @FTX_Official Yeah sorry, miscalculated; thought it was a 15mil spread; btw notional constant is neutral, you are still long small this way

[Blockchain Capital Partners @Blockchain_C]

$ETH alpha:
@FTX_Official ETH-1231 pricing in 16% premium for 350 days. That avg 0.0019% priced in; realizing 0.0075% for last 20 days; should be priced much higher imo in 25-30% annualised range