Jake O
@JO_wintermute
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Trader @wintermute_t | OTC Crypto | Vol & Derivatives. Keynesian beauty contest participant & amateur Crossfit athlete. Views are my own.
Joined August 2022
Fully agree with this - the emergence of crypto native STIR markets will be central to the institutional adoption story.
The new $PENDLE Boros is a really interesting product that I think markets are still struggling to understand its significance. E.g.: Over the weekend, BTC was being aggressively shorted with a -3% funding rate. You think a short squeeze will happen and longed $BTC - you would
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RT @EvgenyGaevoy: mtGox was founded by american guy🇺🇸.FTX was founded by american guy🇺🇸.3AC was founded by american guy🇺🇸.Genesis was found….
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RT @ripdoteth: three-way race for 5% of ETH supply. ETH treasury companies racing to acquire the most ETH. BMNR — $3.05B.SBET — $1.60B.DYN….
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If you needed additional proof we live in a simulation. TRUMP: ‘SIDNEY SWEENEY, A REGISTERED REPUBLICAN, HAS THE HOTTEST AD OUT THERE. AMERICAN EAGLE SHARES JUMP 13%, MOST SINCE MAY 12.
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RT @biancoresearch: The name Trump is expected to give for the new Fed governor, "in the coming days," is also expected to be Powell's repl….
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RT @donnelly_brent: My guess is that Kugler out plus BLS head fired takes gold up to 3450 this week. It has consolidated enough and we’re h….
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Strong conviction that we’ve entered a new regime - especially in the short run. With growth worries back on the table, .Tuesdays services PMI has outsized importance and correlations with trad will drive price action this week.
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Yesterday’s NFP reaction created significant moves amid heavily skewed positioning. Markets are now weighing: growth worries vs liquidity tailwinds from additional rate cuts. Your take on current levels?.
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Guys, it’s okay - we’ve just been saved.
i always despise both August and September. just tough months to make money.
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RT @Geiger_Capital: BREAKING:. President Trump announces the new Bureau of Labor Statistics Commissioner.
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Complete replay of August'24 - hopefully this time without the carry unwind.
The words "intra-meeting rate cut" were just uttered on BBG TV ffs.
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Imagine they roll the 'FED behind the curve' narrative out here. .
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Meaningful move in the USD fades one of largest 5-day rallies since 2023 from one-sided positioning. Headline NFP miss and massive 147 > 14k revision in last month's numbers the core driver here. This will put more pressure on the FED and gives them cover to cut in September.
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RT @caprioleio: Put call ratio dipping into value zone. Can we go lower? Yes. But looking back in several weeks/months these type of readin….
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RT @BitcoinNewsCom: JUST IN: Strategy announces a new mNAV-based framework for issuing common stock to buy Bitcoin:. Below 2.5x mNAV: No eq….
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