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@waffle_goblins "$IBIT long-vol exposure is now XXX% greater than $MSTR as of Friday. IBIT = 1mnav MSTR = XXXX 1mnav 👀"
X Link @waffle_goblins 2025-10-06T12:45Z 2067 followers, 3162 engagements

"$IBIT option market has been extremely interesting to watch the last X months especially in comparison to $MSTR. (As far as options go nearly identical liquidity profiles at $20-30B and 20-30% net DEX relative to their underlying "market caps"). IBIT Net Delta exposure has grown from $4B to $16B since May peaking at $20B. During that time MSTR net DEX has been quite flat around the $24B level. Probably more interestingly IBIT positions have been significantly more long than MSTR (skew-adjusted dex was actually XX% greater than MSTR last week before the volatile Friday). Very weird/unique"
X Link @waffle_goblins 2025-10-15T11:08Z 2072 followers, 2617 engagements