DJ

[DJ @djhitmachine]

@EricBalchunas @PythonTrader @psarofagis Is there going to be a recording? I missed the first 25min.

[DJ @djhitmachine]

@ChipotleTweets I tell my kids to be open to eating new things, but I couldn't press them on this one.

[DJ @djhitmachine]

@solanapoet Amazing work yet again. Glad to have scooped the monk! 🫡

[CherryPick @cherrypick_xyz]

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[DJ @djhitmachine]

@cherrypick_xyz Nice work - looking forward to rolling up my sleeves and trying the tool more. Such a powerful platform you all are building!

[DJ @djhitmachine]

@n3ocortex Looks like more gov't coins on the move shortly ago.

[DJ @djhitmachine]

@UkuriaOC @glassnode Thanks very much

[DJ @djhitmachine]

@hkuppy Do you take anything away from this? Just insiders taking some chips off the table after the strong run already seen?

[DJ @djhitmachine]

@SwellCycle Have you looked at the intraday % move on those past capitulation events? Wondering if the evidence of that large thrust in realized BTC losses has typically been accompanied by % draws downs above X and how current picture would compare?

[DJ @djhitmachine]

@PermabullNino Interesting chart. I figure it won’t change the overall message over time, but would you anticipate segwit adoption to make the z-score less pronounced going forward, all else the same?

[DJ @djhitmachine]

@n3ocortex @glassnode These are great. As a Glassnode Advanced user, are there other threads / links where I could click into other workbench templates that have been built?... outside of what the Glassnode team continues to add to workbench.

[DJ @djhitmachine]

@gross_bit Have seen you use some options profits on individual trades to buy options in the other direction. Price moves up = sell some of call position and add a bit of put exposure. Assume this is to emphasize risk-adjusted experience and buy direction in less demand?

[DJ @djhitmachine]

@gross_bit @JJJRCrypto Very helpful. On a retrace where you may look to add calls, do you typically wait to see perp funding flat/negative and/or wait for a bit of range so IV comes off? So, is lower spot often enough or are you looking for other elements to line up to improve likely hit rate?

[DJ @djhitmachine]

@gross_bit @JJJRCrypto To that point, do you target a certain % of your portfolio to have in cash? Also, do you look to weight spot vs options differently as the cycle progresses? Thanks, always enjoyed reading your thoughts.

[DJ @djhitmachine]

@nlw NYDIG's market update sent yesterday (BTC at ~43k): 1) remained net buyers of bitcoin with two-thirds of orders were better to buy 2) overall, flows on our desk were orderly 3) there were no significant impacts on client interest or onboarding queues because of the volatility

[DJ @djhitmachine]

@gross_bit If this is the cash and carry trade... the additional spot buys help BTC price - what am I missing with your 'accelerate the downfall' comment? Are you saying further accelerate the downfall of the futures premium due to the upward price support from spot buys? Thanks.

[DJ @djhitmachine]

@_JustinMoon_ How much content is there?