Zumo

[ClaudeDevs @ClaudeDevs]

Claude Code will now try to find a graceful stopping point when you hit your 5-hour limit mid-task, instead of cutting off mid-edit. It gets a small, fixed allowance pulled from your weekly limit to wrap up what it can.

[Zumo @theGreatestLif3]

@johnxbt_ Is the usage still as bad? I switch to codex only because of more usage

[Zumo @theGreatestLif3]

@ZeeContrarian1 But he is only 1 vote...

[VolSignals @VolSignals]

PCE @ 8:30 ET

- WILD looking profile today
- morning meeting today starts at 8:20 ET (data)

LIVE CONTEXT = BEST TEACHING TOOL

Today the key thing to pay attention to:
- shape of the position

this is the upper half of the range
and this shape MEANS something

[Zumo @theGreatestLif3]

@VolSignals are you still blocked from Cem? 😂

[Zumo @theGreatestLif3]

@spotgamma Outdated already, today is the start of the reversal

[Zumo @theGreatestLif3]

@moreproteinbars Can you explain what happened on August 4th? How many MM were crying becaue SPX 0DTE went up 40000%? Was the cause simply order flow buying calls? Why was MM model so mispriced?

[Zumo @theGreatestLif3]

@VolSignals Ngl, I find letter is too complex too and feels like ur talking to fellow MM. I suggest maybe including a section on what trade idea or strategy makes sense to take advantage of the information. Or a simple be cautious, high prob of downside or upside if cond X happens

[Zumo @theGreatestLif3]

@spotgamma @saltydocEM @ezoobrm Does that mean as we head into opex, likely to decline as those calls decay and delta are sold?

[Zumo @theGreatestLif3]

@VolSignals How did MM pricing model get so mispriced?

Are they hedged for this move or is anyone out on a stretcher?

Seems like a 6+ sigma move

[Zumo @theGreatestLif3]

@vighnaraj2022 I thought ur a Trump supporter. But today's crazy. 40000% on 0DTE option. 0.10 to 42.30 on 7710 strike

[Zumo @theGreatestLif3]

@spotgamma Is DSPX and COR1M inversely correlated?

[Zumo @theGreatestLif3]

@spotgamma COR1M is 12, back to normal range...what correlation are you referring to?

[Zumo @theGreatestLif3]

@options_insight Any idea if it leans bullish or bearish when vol crush, assuming everything else is constant?

[Zumo @theGreatestLif3]

@options_insight @MrMikeInvesting Is this a signal to buy the dip ?

[Zumo @theGreatestLif3]

@Couzin_Vinny @spotgamma For the levels on spx, do you update them manually or input a script?

[Zumo @theGreatestLif3]

@options_insight Disagree. 0DTE are the most powerful and influential positions you should pay attention to, especially with so much volume

[Zumo @theGreatestLif3]

@options_insight At what delta range is deep OTM? If the play is a bet on IV getting jacked up at the tails for snp puts, what does the math say with regards to the delta to buy for exponential RR?

[Zumo @theGreatestLif3]

@spotgamma How did we crash 75 points down at the open yesterday if gamma is positive? I guess it's thinly positive

[Zumo @theGreatestLif3]

@NoelSmith Why are you so sure this is not a liquidation?