Fed Put Gamma Squeeze

Shorting government debt into the fucking ground *Update* starting to exit

[Fed Put Gamma Squeeze @debtkek]

@DeHausDemon @davidbelle_ My incredibly sophisticated strategy involves two friends

One who is always right: $MOVE
One who is always wrong: $TMV

1. Buying w/ $MOVE going up & $TMV down

2. Holding when they agree

3. Selling w/ $MOVE going down & $TMV up

Math is used to determine what’s significant

[Fed Put Gamma Squeeze @debtkek]

@GatorCosmist @lofieth @MyLordBebo Ah yes foreign military aid driving up house prices

Definitely nothing to do with Fed buying more MBS in a week than aid sent to Ukraine over months

[Fed Put Gamma Squeeze @debtkek]

@macrocephalopod @quantian1 They need to control for more variables as test is entirely dependent on taker not knowing the rules, and can be heavily affected by the perceived max victory bar displayed at the top, as in reality far in excess of what’s consistently possible

[Fed Put Gamma Squeeze @debtkek]

Cowswap is dogshit on low vol

[Fed Put Gamma Squeeze @debtkek]

@DeHausDemon @nope_its_lily Clearly no one got it,

nerd

[Fed Put Gamma Squeeze @debtkek]

@DeHausDemon @nope_its_lily

[Fed Put Gamma Squeeze @debtkek]

If u donate to either party ur redacted

[Fed Put Gamma Squeeze @debtkek]

@ayoobiee @HugoMartingale @Cobratate

[Fed Put Gamma Squeeze @debtkek]

@DeHausDemon It took quite a few posts but you def got me on it as well

Once you use it you can’t go back

[Fed Put Gamma Squeeze @debtkek]

@henlojseam @optimizoor Yes but in 2024 alone, the U.S. claimed new territory 1364x the size of Singapores total landmass

Try scaling your airports for 80x the population across 13461x the area

[{̵͉̦̜͊ ̴̖̜̯̅Δ̵̭͙͚͘̕👺 ̶̮͍̃ ̶̟̩̠̒͗}̵̡̝͋͆͝ @DeHausDemon]

TLDR 200%+ APR on ETH

[{̵͉̦̜͊ ̴̖̜̯̅Δ̵̭͙͚͘̕👺 ̶̮͍̃ ̶̟̩̠̒͗}̵̡̝͋͆͝ @DeHausDemon]

The convexity on longer-dated zero-coupon bonds is a truly beautiful thing when even the long-end of the curve matures in less than a year @pendle_fi

As long as one can hold to maturity and has no liquidity requirements, the optionality on upside leverage is quite spectacular

While there are other strategies providing enticing convexity, such as @opyn_ 's Squeeth or custom Option strategies,

these typically incur incredibly high funding rates or require a serious amount of work

This is free & easy

[{̵͉̦̜͊ ̴̖̜̯̅Δ̵̭͙͚͘̕👺 ̶̮͍̃ ̶̟̩̠̒͗}̵̡̝͋͆͝ @DeHausDemon]

Here are some good graphs to give a general sense of this to the unsophisticated

But it is also important to keep in mind Pendle often doesn’t follow expected bond behavior as there are lots of redacted & degenerate traders, especially when combined with points BS

But a good quick & dirty way to get a rough sense for a PT's convexity is by looking at the corresponding YT

Once they start going to zero at a relatively linear rate that means gamma is at or approaching 1

[Fed Put Gamma Squeeze @debtkek]

@DeHausDemon that'll be $10m for the risk dashboard plz

[Fed Put Gamma Squeeze @debtkek]

@DeHausDemon

[Fed Put Gamma Squeeze @debtkek]

Banger

[{̵͉̦̜͊ ̴̖̜̯̅Δ̵̭͙͚͘̕👺 ̶̮͍̃ ̶̟̩̠̒͗}̵̡̝͋͆͝ @DeHausDemon]

I miss the old DeFi,
straight from the code DeFi,
chop up the node DeFi,
set on its amo DeFi

I hate the new DeFi,
the all hype DeFi,
the rainbow points DeFi,
retarded noise DeFi

I miss the real DeFi,
the natural rates DeFi,
chop up the fakes DeFi….

The get fucking rekt u non-hardware using dumb noob DeFi

[Fed Put Gamma Squeeze @debtkek]

@DeHausDemon @Cryptoyieldinfo You tell them

[Fed Put Gamma Squeeze @debtkek]

@blurdata @inversebrah Reverse-repo

[Fed Put Gamma Squeeze @debtkek]

@cali_aprilb @honestLads @SunpeakRmson3 @vocnorth @dave_spirit2001 @ScottPresler @elonmusk don't worry guys

if you think the stock market & unemployment are a result of the president ur all equally retarded

[Fed Put Gamma Squeeze @debtkek]

@jerlis_here @Cointelegraph Oh no it’s retarded

[{̵͉̦̜͊ ̴̖̜̯̅Δ̵̭͙͚͘̕👺 ̶̮͍̃ ̶̟̩̠̒͗}̵̡̝͋͆͝ @DeHausDemon]

https://t.co/F6QF8kGCMA