Zero Edge

Orange pilled ₿. I am trying to understand how the financial markets work. TradFi & DeFi.

[Zero Edge @edgenotforever]

It’s update time:

Bubble is cooking. Can’t predict anything other than that it’s gonna be fun. Don’t short the bubble, and don’t buy the dips. Manage your risk.

[Zero Edge @edgenotforever]

It’s update time:

I still think we grind higher to 7300 area. Dips should be bought. Manage your risk

[Zero Edge @edgenotforever]

@Lizquidity People think when the stock does 10x it becomes riskier, which standalone isn’t the case

[𐌁𐌉Ᏽ 𐌕𐌉𐌌𐌉 @OrevaZSN]

Gen Z will never understand how weird and fun the internet used to be. We had personal websites, obscure forums, experimental pages, and bizarre corners of the web. Then Google, Amazon, and Meta turned it into an algorithmic shopping mall packed with ads and commerce.

[Zero Edge @edgenotforever]

@goodalexander You’re the one celebrating bitcoin etf inflows.

[Poetic Outlaws @OutlawsPoetic]

“Everybody wants to save the Earth; nobody wants to help Mom do the dishes.”

― P.J. O'Rourke

[Olise @Olisehateshittt]

We've made life look like we only came to find money and die.

[Zero Edge @edgenotforever]

@nodiligence Currency.

[matt @mattybtweets69]

dudes aren’t named Nebuchadnezzar anymore

[Zero Edge @edgenotforever]

@PythiaR KSPI hands down

[Lloyd Blankfein @lloydblankfein]

Risk management 101—every exposure should have a limit, even when you’re sure nothing could go wrong. After all, the Titanic sank and AAA mortgage bonds went to zero. I worry about the market’s (and the economy’s) unlimited appetite for exposure to the positive AI revenue story.

[goodalexander @goodalexander]

AI guys are like plz bro I vibe coded one more app nobody uses look how good the 2006 video game replica is I’ve got 9 terminals open plz bro

Meanwhile gold one continuous god candle saying your AI productivity isn’t shit

Anarcho capitalism. Then asset confiscation

Higher

[@_rt* @literatura_rte]

Wassily Kandinsky (1866-1944)
Lyrique, 1923

[Logan Hall @loganclarkhall]

Evergreen

[Zero Edge @edgenotforever]

Masculine urge to be in this leaderboard

[Kit Winder, CFA @WinderKit]

Nice work from the FT, quantifying the scale of the Leo Aschenwhatever loss in the history of trading losses...

Turns out, pretty big.

[Zero Edge @edgenotforever]

@dotkrueger Then it becomes pointless. Shareholders were promised increasing btc per share. If that doesn’t happen what’s the point of holding the share? Why not IBIT then?

[Zero Edge @edgenotforever]

@cavidaga Heftesonu bekarciliqdi, film mesleheti versez baxaram.

[Cboe @Cboe]

In today's Macro Volatility Digest:

🔹Gold was the only major asset class to see volatility increase, with GLD 1M implied vol up over 2 pts as call demand picked up.
🔹SPX skew collapsed to a 1-year low across tenors as investors sold out of hedges and rotated into upside calls to chase the rally.
🔹Among the major US indices, the Russell 2000® Index saw the biggest decline in volatility last week, with RTY 1M implied vol down 1.8 pts to 16.9% (2nd percentile low).

Get a sneak peek below, and download the full report: https://t.co/N2VQzNo6In

[Zero Edge @edgenotforever]

@alexandr_wang Try 1994 APhO.

[Zero Edge @edgenotforever]

@econoar Love how easy it has become to detect unserious people.

[Zero Edge @edgenotforever]

Wtf is this?

[Michael Saylor @saylor]

Tranquilize the ₿ears.

[Zero Edge @edgenotforever]

@nntaleb Another insightful idea