TD (13x removed cuz of JP) Morgan Family Office

HF/Prop Trading Wars Vet, UpstairsMM
Options trading Vol Futures Systems build'r

#SemperFi @USCMarshall
#Fintech #DLT #DeFi #DEX #dXdY

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

Who knows? Can it happen? 🧐

$TSLA and $BTC forever linked together in history for collectively changing the investing mood of...well, the ENTIRE planet.

🤓

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@profplum99 Wouldn't it be ironic, and much to the chagrin of many people if it's @elonmusk publically going into $BTC is the event that breaks $TSLA's run? 😄

Unlikely, yes. Still funny though.

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

Good news dropping everywhere today.

$HBAR #Bitcoin $ETH( #gasfeesbaby)

[Mance Harmon @ManceHarmon]

Excited to welcome @StandardBankZA, Africa's largest bank, to the @Hedera Council. Hedera will have nodes running on every continent (except Antarctica), continuing our drive to be the most decentralized, widely-used, & accessible public ledger. https://t.co/eIZ4YxuLCw

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@alexharfouche1 @jam_croissant To be fair Alex, he's been rock solid.

We get good solid Bull moves because of over hedging(under-owned), and effects of vanna/charm, into tomorrow...then we'll see.

You can see Grizzlies folding all day w/this slow, relentless move higher

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

#dYdX - All new $ETH ecosystem Perpetuals.

my lil' #DeFi baby get'n all grow'd up😢

Cool parts, new markets (venues) are always the least efficient, in a good way. i.e. fantastic trading opportunities, perhaps easy Arb's

[The Block @TheBlockCo]

dYdX's perpetual contracts are now available to trade via Ethereum scaling solution StarkWare (via @Yogita_Khatri5) https://t.co/kmJt2stovr

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@ConvexValue Very interesting.🤔

Right on the BO from Aug, and just before they report tomorrow🤓.

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

$LNG - Cheniere Engery

Breaking out +5.5yr high

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

The Snapper $SNAP had a fun little run yesterday $56-$72. First, the gappy-gapper(always buy) then good guidance

Took in a ton of flow too. 57% bullish @ConvexValue Still, though it appears to be under-owned for EOM markup

Prolly name where rolling +gamma up to $100 works

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@KeithMcCullough fawk yes!

Took in Put Skew like a champ for two-days to load up for this over-IVol'd mercado 'bout to be running on +vanna/+charm (thx @jam_croissant) to E-O-M mark up.

Convexity when peep figure out they're not long enough should be fun-fun.

Let's get it on!

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

bing bing bing...winner-winner

ever-so-slightly moving along step-by-step-step making continuous, and relentless progress

[Balancer @Balancer]

Balancer is proud to announce a partnership with @aaveaave to build out the first V2 Asset Manager.

This allows idle assets in V2 pools to earn yield on Aave without increased gas costs for swaps.

All you need to know ⬇️
https://t.co/qC5TYEpKI1

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

layered in b risk yesterday. Usually early. Ideally Weds, we open gap-down 1-2% & that's low of the rest of the week as we ride vanna/charm AND e-o-m mark-up into Friday for the easy-pezzy win!!

if we open flat, da convexity when peeps c they're not long enough will be fun🥳

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@jam_croissant layered in b risk yesterday. I'm usually early. Ideally Weds, we open gap-down 1-2% & that's low of the rest of the week as we ride vanna/charm AND e-o-m mark-up into Friday for the easy-pezzy win!!🤠

if we open flat, da convexity when peeps c they're not long enough will be fun

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

$BTFD total degen i admit it

but...maybe the last easy $$$ before we duck & cover for summer🧐

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

The "Hey, let's put $BTC on the Balance Sheet!" narrative just came to an end.

Given the Realized Vol...no independent Board in America can "ok" that without having their "Officer's & Director's" insurance canceled.

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@ConvexValue Very nice work!

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

National "wealth-mediation" effect occurring from marginal Cali transplant migration to other MSA's thereby transferring Cali home eq wealth to existing homeowners

aside: LA home buying activity & resulting P(x) rises still on 🔥🔥

**hedge USD exposure to capture FED largesse**

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@the_real_herman @darjohn25 @caseyjae10 admittedly Cali perspectives are wildly right-tailed skewed....but $800k for 4-5.5k sqft is seriously sweet...except all the damn new Californians as neighbors😝

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@bennpeifert I am NOT a Cat.
🐱

Great thread. 100% intuitive, cannot understand otherwise.

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@darjohn25 @caseyjae10 Yes, I meant where in CR? I didn't notice the upscale area that would have the chic "water room"😊 architecture

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@darjohn25 @caseyjae10 Where is this? Last time I was in CR (2yrs) seemed as though it was still transitioning from open area, mid-priced building in the hills & ignoring Old Town.
Speaking of OT, seems like huge re dev potential. i.e. destination, pedestrian area w/bars, restaurants..etc

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@michaellistman wut?

🤪

[TD (13x removed cuz of JP) Morgan Family Office @ktoddmorgan]

@FeiCai9 @gerald_green__ @DwjamP @jam_croissant Sincere best wishes in your learning journey.

However, preening & posing in another's thread is poor form.