@skyquake_1 illiquidity providooooor
illiquidity providooooor posts on X about money, bitcoin, binance, lev the most. They currently have [------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.
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- [--] Month [-------] -97%
- [--] Months [---------] +27%
- [--] Year [---------] +176%
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- [--] Months [---] -17%
- [--] Year [---] -42%
Followers: [------] #
- [--] Week [------] +0.16%
- [--] Month [------] +0.13%
- [--] Months [------] +3.50%
- [--] Year [------] +15%
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Social Influence
Social category influence finance cryptocurrencies stocks exchanges technology brands countries currencies travel destinations social networks automotive brands
Social topic influence money, bitcoin, binance, lev, market #4303, ipo, sol, coinbase, hedging, usdc
Top assets mentioned Bitcoin (BTC) Coinbase Global Inc. (COIN) USDC (USDC) Grayscale BTC ETF (GBTC) Minswap (MIN) BitoPro Exchange Token (BITO) Ethereum (ETH) Pulsechain (PLS) GRAYSCALE LITECOIN TR LTC (LTCN) iShares BTC Trust (IBIT) Ethena (ENA) Circle Internet Group, Inc. (CRCL) Strategy (MSTR) Mario Coin (COIN) Premia (PREMIA) BlackRock Inc (BLK) Solana (SOL) Worldcoin (WLD) Alien Base (ALB)
Top Social Posts
Top posts by engagements in the last [--] hours
"$SGR.AX little surprised to see a conv note rather than a non-renc entitlement Shorts arent bigly here only 5% of cap Bruce Mathieson already got approval to own 10% so its prob not driven by him"
X Link 2024-08-30T02:05Z 16.6K followers, [----] engagements
"If only there was some way to learn from the past. $1727.HK Hebei Constr [----] $3313.HK Artgo 2019"
X Link 2020-12-01T10:02Z 16.2K followers, [--] engagements
"@EnronChairman Su and Kyle (pre liquidation)"
X Link 2022-08-18T04:24Z 15.9K followers, [--] engagements
"*CINEWORLD DROPS 80% AS WSJ REPORTS PLAN FOR CHAPTER [--] FILING Goodnight sweet prince"
X Link 2022-08-19T12:56Z 12.8K followers, [--] engagements
"Hey boss deployed the new marketmaking algo on $AVAX btw bid is sell and offer is buy right"
X Link 2022-09-18T03:08Z 15.8K followers, [---] engagements
"$CS +2% kek reminder to block all the macro larpers talking shit (except Cramer for valuable contra signal) https://www.epsilontheory.com/gell-mann-amnesia/ https://www.epsilontheory.com/gell-mann-amnesia/"
X Link 2022-10-03T14:44Z 12.8K followers, [--] engagements
"Some notes from $CXO's big crossing day on the 28th Sep: It was in fact possible to deduce the identity of the seller quite early Step [--] - identify the broker behind the 46.4m shares. a) ask ur broker(s) b) check IOI's c) refresh AFR Sooner or later Petra would have popped up"
X Link 2022-10-05T13:12Z 12.8K followers, [--] engagements
"Turns out it was part of the $GBTC prospectus. They're simply not allowed to tell you lol https://www.sec.gov/Archives/edgar/data/1588489/000119312517013693/d157414ds1.htm https://www.sec.gov/Archives/edgar/data/1588489/000119312517013693/d157414ds1.htm"
X Link 2022-11-22T13:00Z 12.8K followers, [--] engagements
"BTC shrugging off all the bad news Nance fud Circle fake wells notice SEC crackdown Silvergate drama GBTC forced seller Genesis blowup CPI hot Chimpzoo long"
X Link 2023-02-15T21:56Z 12.8K followers, [----] engagements
"A cool phenomena in LUDU circuit breaker trading - stock trades for a few seconds then halts for 5min. Due to different timing from initial halts $WAL was leading $FRC by about a minute (dont try this without a fast connection)"
X Link 2023-03-14T02:08Z 12.8K followers, [----] engagements
"*TETHER HAS $1.6B IN EXCESS RESERVES TO BACK STABLECOIN: CNBC vs 78b MC = USDT to $1.02 PRONTO"
X Link 2023-03-24T07:50Z 13K followers, 27.8K engagements
""Why is he confessing He's not confessing he's bragging." - DoJ opening statement. State v @functi0nZer0 [--] N.J. [---] (2023)"
X Link 2023-06-30T01:33Z [----] followers, [--] engagements
"@DMTCapital @DataFinnovation @ekrii3 @beniduboss @worstcontrarian @godcomplex96 @Cereal_Intern @therobotjames @686Prism @AndreCronjeTech @TraderSamwise @tempst0 @blknoiz06 @john_j_brown @art_xbt @cloutman_ @follis_ if only there was some kind of tech to deal with double spending"
X Link 2023-07-10T06:26Z [----] followers, [---] engagements
"THERE IS NO SECOND BEST $AUD"
X Link 2023-07-12T15:11Z 16.2K followers, [----] engagements
"@HIDDENTRADER101 its moot since susq/ninemile will simply hedge the bboz into spi and charge handsomely for it they are not providing any stale liquidity"
X Link 2023-08-02T06:18Z [----] followers, [---] engagements
"$RMD hyperion growf rammity on low volume AU side again Didnt work out so well for $SQ2"
X Link 2023-08-07T05:31Z [----] followers, [--] engagements
"@0xLightcycle publish 4) sets of travel plans also helps narrow down where the leaks are coming from"
X Link 2023-08-07T16:04Z [----] followers, [---] engagements
"@larpcapitalwc mr coingecko can i have some tokens"
X Link 2023-08-09T10:51Z [----] followers, [---] engagements
"You are post rich. You are post successful. You are post Bugatti owner. You are post happy. You will never again dominate crypto. You are post loved globally. You are post genius. You are post extraordinary"
X Link 2023-08-14T08:33Z [----] followers, 16.3K engagements
"@Filapek yanks looooved $AMC and it does more volume over there as $AMCR"
X Link 2023-08-18T12:01Z [----] followers, [---] engagements
"HUOBI ENTERS PARTNERSHIP WITH CERTIK huh thats weird why would they HUOBI REBRANDS TO HTX. TWITTER HANDLE OFFICIALLY CHANGED oh god not like this"
X Link 2023-09-13T11:43Z [----] followers, [--] engagements
"$CGF someone stuffed up a DRP (dividend reinvestment plan - you get more stock instead of cash) Pushing Apollo's holdings 20% takeover limit and triggering a bunch of traders and algos. Likely an apology tomorrow and some selling of shares to stay under 19.9%"
X Link 2023-09-22T04:31Z [----] followers, [---] engagements
"Think you've been rugged recently Check out how the big boys do it while doxxed on the HK stock exchange $1942 HK - gapped down bigly in the Sep Quarterly index rebal despite index inflows"
X Link 2023-09-22T08:17Z 12.3K followers, [----] engagements
"the most entertaining outcome - FTX made whole by a random b series stake in anthropic (currently worth 1.5b)"
X Link 2023-09-25T07:29Z [----] followers, 22.8K engagements
"@amogh420 Ftx did a series B in anth that is now worth around 1.5-2b given amazons latest purchase valuation If it keeps going up"
X Link 2023-09-25T17:02Z [----] followers, [---] engagements
"$DIS will pay $3.2b for 167-yr-old Peppa Pig and assume at least $5.4b in losses from unwinding his portfolio of derivatives and other risky assets. Peppa Pig's portfolio had a mkt value of $8b as of Tues close Holders of Peppa Pig keys will be wiped out"
X Link 2023-09-27T04:19Z [----] followers, [----] engagements
"@DegenSpartan Think is oke most of these co's have thicc margins from market dominance If each co was split by antitrust into [--] smaller co's there would be intense competition and price wars. Margins decimated Total net profit of the [--] co would be pre split"
X Link 2023-10-04T06:59Z [----] followers, [---] engagements
"Still early days but Oil prob fades weekend geopol does not have a good track record of holding onto gains (last [--] yrs) sample size is small but salient"
X Link 2023-10-09T00:36Z [----] followers, 11.4K engagements
"@asxpeasant Lol the incentive is for the analyst to make good calls and get paid. Then maybe land a sweet buy side job in the future from making good calls Its really not that complicated"
X Link 2023-10-10T02:01Z [----] followers, [---] engagements
"@bluewolfpack1 @FatSheep45 fri we saw equities rally along with bond yields and last night bonds were closed so naturally the equities btfd keeps going strong"
X Link 2023-10-10T02:41Z [----] followers, [---] engagements
"@liquiditygoblin To the esteemed Liquidity Goblin Esq I trust this missive reaches thee in good health and spirits. I beseech thee to secure for me a quantity of [----] Ethereums priced at [----] shillings apiece with all due haste. With the utmost regard Skyquake_1 15th of Dec 1736"
X Link 2023-10-12T08:44Z [----] followers, [---] engagements
"$NCM seems eye watering expensive vs $NEM here 2% prem after trading for weeks at 2% disc. And with gold -0.5% after no ww3 over the wknd"
X Link 2023-10-16T00:13Z 12.2K followers, [----] engagements
"🔴 JUST IN: MicroStrategy has purchased an additional [----] bitcoins at an average price of $36417 ($252.6 million) reportedly"
X Link 2023-10-17T00:41Z [----] followers, [----] engagements
"@Evan_ss6 i mean its a reasonable take derisk some when the disc is greatly reduced and slam the rest into treasuries"
X Link 2023-10-17T11:24Z [----] followers, [---] engagements
"those poor dumb UNI holders too blind to see the difference between real equity and worthless tokens. anyways cant wait for the next RollBit burn this will benefit my bags tremendously"
X Link 2023-10-17T11:43Z [----] followers, [----] engagements
"@DegenSpartan trophy homes always go up though more a function of wealth distribution (or disparity) than interest rates or whatever"
X Link 2023-10-18T03:45Z [----] followers, [----] engagements
"I for one belatedly apologize to the cointelegraph intern for simply posting pre news"
X Link 2023-10-23T22:53Z [----] followers, [----] engagements
"*AUSTRALIA SEPT. CONSUMER PRICES RISE 5.6% Y/Y; EST. +5.3% "Some folks""
X Link 2023-10-25T00:30Z [----] followers, 28.7K engagements
"@usuallyYJLee The $3.52 scheme can fail but the offmarket takeover bid @ $3.50 has very few defeating conditions. Assuming no firb issues this will hold the line"
X Link 2023-10-26T07:58Z [----] followers, [---] engagements
"$CC9 IPO "oversubscribed" lmeow"
X Link 2023-10-27T01:24Z [----] followers, [----] engagements
"Periodic reminder that if you develop a time machine be sure to exclude Jason from Uber's seed round"
X Link 2023-11-04T07:09Z [----] followers, [----] engagements
"@MaggerTrader @agroasx @JodyDahrouge they dont have enough to block the takeover bid (yet) Gina could easily counter but she could wait till FIRB decision before showing her hand"
X Link 2023-11-04T09:25Z [----] followers, [--] engagements
"The instructions though clear were perplexing. Why would they want to remove collateral from AAVE Wouldnt that put the aWBTC at risk of liquidation It was a tiny amount in the grand scheme of the bankruptcy but this was just sloppy work - surely paying back the loan is a better way to unlock the funds Equally bizarre orders have come down from above before. Move $1.75m of LDO which hadn't even vested yet. Send $0.60 of DAI to the multi-sig. Do not touch the $6m USDC securing the $2m NEAR loan. "Incompetent" was the nicest word the reporters used the estate had become the laughing stock of the"
X Link 2023-11-08T11:13Z 16.2K followers, [----] engagements
"@ahitposter Grayscale Ethereum Classic is a [--] dollar stock trading at [--] dollars"
X Link 2023-11-10T02:06Z [----] followers, [---] engagements
"@fuckyourputs [--] counterparty risk easy access as its CME - same as trading crude or copper existing infrastructure for futs less likely to get margin called - your broker will actually attempt to call u"
X Link 2023-11-10T05:30Z [----] followers, [---] engagements
"@dimndimn @0xjaypeg @SCHIZO_FREQ [----] shares traded kek"
X Link 2023-11-10T22:39Z [----] followers, [----] engagements
"@zachxbt @cryptocoffey7 @cryptoShields BREAKING NEWS: ZachXBT was in communications with the attacker MONTHS earlier. What did he know"
X Link 2023-11-19T06:00Z [----] followers, [---] engagements
"Rumours Sam will require eyeball scans or $WLD tokens to use nextai (I am the source of these unfounded rumours)"
X Link 2023-11-20T05:52Z [----] followers, [----] engagements
"@CL207 bruh is this like shorting FTT on FTX"
X Link 2023-11-22T09:33Z [----] followers, [----] engagements
"@0xCapitan @SilvXBT Look at ES1 on the bullish CPI print last week"
X Link 2023-11-25T09:51Z [----] followers, [--] engagements
"@macrocephalopod in the final panel the aspiring quant levels up by filing it as an ETF instead"
X Link 2023-11-28T21:00Z [----] followers, [---] engagements
"I for one welcome our new Morgan Stanley overlords as the new custodians of this hellsite"
X Link 2023-11-29T23:51Z [----] followers, [----] engagements
"OzSuper becoming a sub-holder in $PLS is fairly tame - Already close to the 5% threshold they didnt do a $MIN and ape in. - B 10m shares in Nov is. 1% of the vol - Its a super fund not $RIO or $ALB No t/o on horizon - Will also lend out stock dampens squeeze concerns"
X Link 2023-12-01T00:31Z [----] followers, [----] engagements
"Interestingly the recent surge in BTC CME OI has not seen the same amount of inflows (read: fomo) from the BTC futs ETF $BITO Sitting at an avg of 35-40% of CME OI I can only pray they keep getting slipped on the monthly rolls and continue feeding mi familia"
X Link 2023-12-03T10:46Z 12.2K followers, [----] engagements
"@GoForGrubes2 You can set an IG GSLO (on limited size) 10% away"
X Link 2023-12-03T12:08Z 14.5K followers, [---] engagements
"deep bear: gripto mild bear: monopoly money early bull: digital assets peak bull: future of france"
X Link 2023-12-04T00:25Z [----] followers, [----] engagements
"@2170cell Bro have u looked at LUNC and FTT recently"
X Link 2023-12-04T05:12Z [----] followers, [---] engagements
"@fuckyourputs FTX claims rank up there"
X Link 2023-12-04T07:52Z [----] followers, [---] engagements
"@fuckyourputs @bulltrapper0 @icebergy_ @0xKNL__ No he definitely said biggest losers"
X Link 2023-12-05T05:50Z [----] followers, [---] engagements
"@peachfantasia Me countering a spell: haha fuck yeah Yes Me getting a fireball countered: Well this fucking sucks. What the fuck. hits F8"
X Link 2023-12-05T06:00Z [----] followers, 18.5K engagements
"@yarra44 @ASuiauthai @PilbaraMinerals @LiontownRes @Allkemltd @IGO_Difference @JPMorganAM the whole jump in short was to fill Gina's $3 blocking stake (though there was a tiny bit of risk it was a counterbid)"
X Link 2023-12-08T06:16Z [----] followers, [--] engagements
"@inversebrah wat the fuck is the diff between buy and long"
X Link 2023-12-09T01:29Z [----] followers, [---] engagements
"@smotan_ @inversebrah confirmed I tried "short" and liquidation email came much faster"
X Link 2023-12-09T01:33Z [----] followers, [---] engagements
"@quantian1 "we want to be the Deutsche Bank of AI""
X Link 2023-12-10T00:51Z [----] followers, 37.2K engagements
"@ScottPh77711570 @FormulaDeltaOne @therobotjames @nkreu113r Dont let anyone gatekeep you from calling it a time arb"
X Link 2023-12-10T22:38Z 12.7K followers, [---] engagements
"@ahitposter @thinkingvols @heartereum @PremiaFinance @veH0rny @vxdenton uWu"
X Link 2023-12-11T11:27Z 12.4K followers, [----] engagements
"@thinkingvols @scribblingkid1 @ahitposter @heartereum @PremiaFinance @veH0rny @vxdenton @veH0rny plz make anyone who signs up with marty's ref code get the 'alternate' pic"
X Link 2023-12-11T11:57Z [----] followers, [---] engagements
"@IamNomad does the inner sliders move when daylight savings kicks in/out"
X Link 2023-12-12T02:45Z [--] followers, [---] engagements
"@CL207 I too picked nightmare mode: trade on FTX"
X Link 2023-12-13T00:14Z [----] followers, [---] engagements
"@whirlybard @patrickadownes $SASK does a few hundred k of shares a day I dont think you can assume it stays flat. Treating it like an index delete with 50x ADV of sell vol has it a lot lower"
X Link 2023-12-13T00:54Z [----] followers, [--] engagements
"@fuckyourputs And the after that ordeal u decided to short $WLD"
X Link 2023-12-17T01:20Z [----] followers, [---] engagements
"TL;DR: Nothing nefarious is going on markets are just doing market things. $PLS just happens to be the lightning rod"
X Link 2023-12-19T10:58Z [----] followers, [----] engagements
"2017 was a gud year uponly alt season (eth ltc xrp) ETF (futures) .and a 45% nuke before Christmas when ppl took profits to enjoy the festive season with their famalias. Fortunately I dont expect any of you to leave your basements so my bags are safu. Merry Xmas"
X Link 2023-12-21T10:24Z [----] followers, [----] engagements
"Which button u pressing A) You get $1m but your worst enemy gets $10m (cant be urself) B) You lose $1m but your worst enemy loses $10m (can be urself as a treat)"
X Link 2023-12-26T04:36Z [----] followers, [----] engagements
"Starting a short basket of shitcos that think short selling is the cause of their underperformance"
X Link 2023-12-27T01:17Z [--] followers, [----] engagements
"So there's this brypto exchange called the NYSE where retail looove to trade and instead of paying $76 for LTC on nance they are choosing to pay $197 $LTCN"
X Link 2023-12-27T12:55Z 13.8K followers, 10.1K engagements
""I am the 3rd arrow" I whisper to myself as I fill out the grayscale unit creation form"
X Link 2023-12-27T13:03Z [--] followers, [---] engagements
"@beniduboss Borrow is 60% if you're lucky. Stock trades on pure fumes so you need like $4 of reserves for $1 of short plus save a clip for round [--]. After 6m you've paid 30% in interest and the stock converges/ppl got their creation units to sell. True ROI is perhaps 20% for a lotta risk"
X Link 2023-12-27T15:24Z [--] followers, [---] engagements
"Trades like these are actually fraught with peril operationally: - if you long and wait 6m for creation units you'll get 3AC'd - if you short it you'll get Melvin'd - if you try to mix the two and hedge as its rolling over you're playing a timing game. Also borrow will be gone So there's this brypto exchange called the NYSE where retail looove to trade and instead of paying $76 for LTC on nance they are choosing to pay $197 $LTCN https://t.co/87ASOiYo5y So there's this brypto exchange called the NYSE where retail looove to trade and instead of paying $76 for LTC on nance they are choosing to"
X Link 2023-12-28T11:06Z 13.8K followers, [----] engagements
"its a tempting fade seeing the buyers of this thing are incredibly uninformed - Treating $LTC as a disc using $LTCN as fair value - Confusing [--] $LTCN = [--] $LTC - Thinking $LTCN's old $500 OTC high is relevant But hey markets can stay retarded longer than you can stay solvent"
X Link 2023-12-28T11:06Z 13.8K followers, [---] engagements
"@CL207 do u think someone with extreme outlier mental illness can can skew the avg up like Elon in a room with CT participants skews networth dramatically"
X Link 2023-12-28T22:45Z [----] followers, [---] engagements
"@CryptoConBro @worstcontrarian @HunnewellDaniel why is it a disc Do u mean disc to historical prem or disc to the heights of $GSOL"
X Link 2023-12-29T03:31Z [----] followers, [--] engagements
"@weaponizedFOMO the same ones thinking hey litecoin is $77 but i can get them for a steal at $16.95"
X Link 2023-12-29T08:44Z [----] followers, [--] engagements
"@therobotjames the real ones dont even know wat a sharpe ratio is"
X Link 2023-12-30T05:02Z [----] followers, [----] engagements
"@fuckyourputs pre ETF"
X Link 2023-12-30T06:37Z [--] followers, [--] engagements
"2024 Goals - Do Kwon - Tabasco - DWF (everyone) - Bitboy - CZ"
X Link 2024-01-01T08:33Z [----] followers, [----] engagements
"@davidbelle_ ETF acceptance"
X Link 2024-01-01T12:04Z [----] followers, [--] engagements
"$TWTR private marks -71% while Nasdaq pops +50% This is some capo-esque levels of underperformance https://www.axios.com/2023/12/31/elon-musks-x-fidelity-valuation-cut https://www.axios.com/2023/12/31/elon-musks-x-fidelity-valuation-cut"
X Link 2024-01-02T01:33Z 12.7K followers, [----] engagements
"I disagree with this take. The biggest and smartest players will have access to the deepest liquidity pools at the best prices be it CEX or OTC. They will not be trading on the CME facing inferior pricing and liquidity. Most hedgies got custodian stuff sorted out years ago The high BTC term premium on CME is what makes me think it's not a sell the news (or not for long at least) The high BTC term premium on CME is what makes me think it's not a sell the news (or not for long at least)"
X Link 2024-01-02T09:37Z [----] followers, [----] engagements
"@avocado_toast2 Source CME front month does avg 10k contracts a day *5 btc *46k = $2.2b (CME data) Binance BTC/USDT perps is 18-25b (Coinglass/coingecko) Which is about 10x more than CME Serious entities like JS Tower and Radix"
X Link 2024-01-02T13:50Z [----] followers, [---] engagements
"@WallStCynic Same ones paying a 200%+ prem for $LTCN and $BCHG ETFs"
X Link 2024-01-02T16:48Z [--] followers, [----] engagements
"Assuming we have all approvals next week What $ AUM do the new spot Bitcoin ETF(s) amass in the first month For reference BITO is at $1.8b MSTR is at $11.5b GBTC is at $25.5b"
X Link 2024-01-03T01:22Z [----] followers, [----] engagements
"@ketchup_charlie gbtc would assume its more a slow bleed of AUM than full dump Discount to btc is at a paltry 2% ppl who want out are already donezo"
X Link 2024-01-03T01:32Z [----] followers, [--] engagements
"I dont believe a several hour delayed reaction from Matrixport's ETF denial article triggered the flush. BUT - its wat the market believes that matters A delayed/restricted ETF prob good for $COIN after yesterday's spec selloff. BTFD for a punt think it'll outperform alts here"
X Link 2024-01-03T13:16Z [----] followers, [----] engagements
"thank you based boomers for buying my $coin bags"
X Link 2024-01-03T14:56Z [--] followers, [---] engagements
"@ahitposter They complex equation: calculate rollbits rake"
X Link 2024-01-04T03:15Z [----] followers, [---] engagements
"@YellowLabLife Forcing retail to pick stocks themselves or fund managers seems much worse"
X Link 2024-01-04T08:21Z [----] followers, [---] engagements
"@functi0nZer0 Do you also mutter out "ASSUMING DIRECT CONTROL" before you hack a protocol"
X Link 2024-01-04T10:43Z [----] followers, [---] engagements
"@CryptoConBro @HunnewellDaniel why would DCG need to do a buyback at above NAV Its probably moot anyway since their new AP's will push prices to NAV when it converts to a regular ETF"
X Link 2024-01-04T15:38Z [----] followers, [--] engagements
"not priced in my ass"
X Link 2024-01-05T06:55Z [--] followers, 20.9K engagements
"@Chad_Hominem_ @notsofast this cant be real its so low effort"
X Link 2024-01-05T07:17Z [----] followers, [---] engagements
"@JSeyff @SouthernBTC @SGJohnsson @Grayscale would it be GBTC only at first then followed by ETHE and co gradually over the next say 12m"
X Link 2024-01-05T07:37Z [----] followers, [--] engagements
"@poordart wat if the cointelegraph intern works at certik now not wrong just early"
X Link 2024-01-05T09:41Z [----] followers, [---] engagements
"@o_wutang @therobotjames @l1quid1ty @Citrini7 look u cant rob the same gas station a week after I hit it. You need to pick a different one preferably far away I made it very clear in the patreon"
X Link 2024-01-06T04:38Z [--] followers, [---] engagements
"@SplitCapital launching a USDT etf"
X Link 2024-01-07T10:05Z [----] followers, [---] engagements
"@TradetheMatrix1 Great write up only thing I disagree with is options straddle MMs have jacked up the vols massively into the event - and theres the risk BTC just chops around for a few days till more clarity on how much true ETF flow comes in"
X Link 2024-01-07T22:33Z [----] followers, [---] engagements
"Just smashed my 4K TV in front of over [--] guests at my ETF launch party because of Altcoin performance today. My wife just took our crying kids and said theyre all spending the night in a motel. @DWFLabs has ruined my life and my party. I cant do this any longer. Goodbye"
X Link 2024-01-08T00:16Z [----] followers, 10.6K engagements
"@JamesMo86676773 @DWFLabs wife's boyfriend borrowed it to show at his ETF launch party (300 guests)"
X Link 2024-01-08T00:37Z [--] followers, [---] engagements
"@JSeyff @NateGeraci when do u see the other grayscale products converting to ETFs"
X Link 2024-01-08T01:44Z [----] followers, [---] engagements
"@worstcontrarian @fuckyourputs Yes provided I am offered the same terms as tier10k and cointelegraph ( I get to write every 100th headline)"
X Link 2024-01-08T07:16Z [----] followers, [---] engagements
"Big Barry slurped on 200bps fee on 15b avg AUM over [--] years. vs 1/10 the fee on 1/10 of the assets any individual ETF is likely to get in the first year"
X Link 2024-01-08T12:19Z [----] followers, [----] engagements
"@cobie @CryptoCronkite it'll take ppl time to switch and some ftx/3ac assets are stuck there for years Anyways they'll make more in 6m than Blackrock does in [--] years"
X Link 2024-01-08T12:58Z [----] followers, [---] engagements
"Who'll make the most from BTC ETF fees in the first 5years"
X Link 2024-01-08T13:00Z [----] followers, [----] engagements
"@0xG00gly get rekt $coin and ur 250bps bullshit retail fees"
X Link 2024-01-08T15:05Z [----] followers, [---] engagements
"@WallStreetCorgi Isnt it the (multiple) APs job to prevent that"
X Link 2024-01-08T21:41Z [--] followers, [--] engagements
"@WallStreetCorgi Ok I just watched the vid his argument is the broker dealers cant trade spot So they have to hedge with Futs But surely they can trade in on coinbase and kraken here in the US"
X Link 2024-01-08T21:52Z [--] followers, [--] engagements
"@JSeyff @regbrowne GBTC would be a big source of low prem liquidity even if the APs somehow cant access spot (why) Cant really imagine ppl paying 8% prem when theres something functionally the same at a couple of % discount or flat"
X Link 2024-01-08T22:06Z [----] followers, [---] engagements
"@statelayer not as confident as the BCH LTC and SOL etf buyers paying checks notes 110% 156% and 313% prem respectively"
X Link 2024-01-09T00:12Z [----] followers, [---] engagements
"Interesting seeing wat outperformed in the [--] mins people assumed it was real"
X Link 2024-01-10T03:23Z [----] followers, [----] engagements
"$KM1 without Ellison buying 50% of daily volume with no limit the long bhagholder's only friend is now bhagdip"
X Link 2024-01-11T02:35Z [----] followers, [----] engagements
"@ASXtrader18 Look at the sad and broken corpses of stocks once MIN finished buying"
X Link 2024-01-11T03:32Z [----] followers, [--] engagements
"(33) was watching ETH/BTC bleed lower pre ETF knowing you can buy in cheaper of everyone waits (-41) was jumping the gun on fake SEC annc. The next narrative was set (-3-3) is chasing because the other guy is also chasing and its too late to back out"
X Link 2024-01-11T04:09Z [----] followers, [----] engagements
"I'd like to congratulate all the e/acc chads in successfully lobbying for ETF/Accelerated approval 🥳🥳🥳"
X Link 2024-01-11T06:19Z [----] followers, [----] engagements
"@TradetheMatrix1 congrats on choosing ETH Will be keen to see how MARA trades BTC vol crushed"
X Link 2024-01-11T06:24Z [----] followers, [---] engagements
"@stoicsavage iShares AP's already printing: selling shares at a 2.4% prem to NAV to suckers in the pre-mkt"
X Link 2024-01-11T11:40Z [----] followers, [----] engagements
"I am a cyberpunk I whisper to myself as I purchase Blackrock's iShare Bitcoin ETF at a 2.5% prem to NAV premarket from JP Morgan AP's"
X Link 2024-01-11T12:01Z [----] followers, [----] engagements
"@CL207 yah [-----] btc per 400k shares = [-------] btc/sh *47k = [----] vs [----] mids OR Use their EoD btc px of [-----] = [-----] nav and extrapolate from there"
X Link 2024-01-11T12:14Z [----] followers, [---] engagements
"Expecting 50% day1 volume to be inflows 40% day2 20% day3 using $BITO as a guide"
X Link 2024-01-11T14:05Z [--] followers, [---] engagements
"Wonder how much of the premkt vol ($31m) is a switch between $GBTC and $IBIT - i assume if they share an AP its just an ops movement (and a handsome fee) ie not real volume"
X Link 2024-01-11T14:24Z 12.3K followers, [----] engagements
"@SplitCapital @Sonnenshein lmao got the first print"
X Link 2024-01-11T14:30Z [----] followers, [---] engagements
"$IBIT went to an eye watering 6% prem in the first minutes of trading (bottom chart) Looks like a bunch of inflows that the spot market was unable to absorb. After the buying surge we are at a much more reasonable 1.2% prem and possibly a good portion of the buying flow done"
X Link 2024-01-11T15:38Z 12.5K followers, 44.8K engagements
"@EricBalchunas how much of GBTC vol would u estimate to be switcheroo to the others low fee ETFs"
X Link 2024-01-11T15:51Z [--] followers, [----] engagements
"@OppenTrader IBIT's iNAV is just btc px * 0.0005698"
X Link 2024-01-11T15:59Z [----] followers, [---] engagements
"@saliencexbt @CL207 maybe it was like say an index rebal event they buy inventory in the week/month leading up. hedging on the day is fine but depending on expected demand maybe they want to keep the market orderly plus they dont have access to nance etc"
X Link 2024-01-11T16:01Z [----] followers, [---] engagements
"Hmm this chart looks familiar"
X Link 2024-01-11T16:12Z [----] followers, 11.7K engagements
"market has turned to full blown skem you can actually buy [--] non GBTC etfs at a discount to NAV now bunch of traders probably stopping out @ mkt"
X Link 2024-01-11T16:26Z [----] followers, [--] engagements
"@0xfoobar Fidelity is the only big one who has published data they got $227m of inflows vs $683m traded = 33% GBTC prob wont know till next mid week"
X Link 2024-01-12T04:33Z [----] followers, [----] engagements
"Blackrock added $111m of AUM on $1b of turnover $IBIT"
X Link 2024-01-12T06:42Z 12.4K followers, [----] engagements
"@thinkingvols @vec0zy @PremiaFinance you called"
X Link 2024-01-12T09:08Z [----] followers, [---] engagements
"$GBTC is outdumping all the other ETFs super high Relative Volume vs historical Likely on CB (where they custody) discount is insane today esp compared to yest early buying premia weirdest shit going on rn coinbase market selling like they just found out their mother is getting heart surgery and they need to pay for it with their bitcoins meanwhile binance building up almost 7k btc oi https://t.co/fBdIaR781r weirdest shit going on rn coinbase market selling like they just found out their mother is getting heart surgery and they need to pay for it with their bitcoins meanwhile binance building"
X Link 2024-01-12T16:29Z 12.2K followers, 15.7K engagements
"@0xLutmak $val column is price x volume"
X Link 2024-01-12T16:41Z [----] followers, [---] engagements
"@donnelly_brent short bitcoin etf launched mid [----] too kek"
X Link 2024-01-12T17:10Z [----] followers, [----] engagements
"buying the liq here seems pretty good: +They waited till US markets are closed to run ze stops (again) +GBTC reverse saylor isnt active anymore +AUM from yest's ETF volume to finally come in for 'upside surprise'"
X Link 2024-01-12T23:17Z [--] followers, 23.4K engagements
"@gammichan nah the issue here is u cant redeem at NAV (yet) which is why ppl can only sell to the AP's at a 2% disc who are incentivized to extract max profit from the semi-price insensitive sellers eg if it goes to 10% disc there would be no natural sellers and spec longs come in"
X Link 2024-01-13T02:32Z [----] followers, [---] engagements
"@CryptoCronkite i think ppl just salty for not selling at 49k (everyone thought 50k+ easy)"
X Link 2024-01-13T12:11Z [----] followers, [---] engagements
"@SplitCapital im not sure the ppl that use currently blocked providers will come around. Throughout the cycle they could have - Used IBKR to purchase GBTC - Used Coinbase to buy spot - Used RH to buy dog money or any of the various alternatives inertia issue imo"
X Link 2024-01-13T12:31Z [----] followers, [----] engagements
"@SplitCapital yes the l/t picture is very much diff idk how long it'll take to flush out the current pre-positioning but sooner or later the passive flow will push through"
X Link 2024-01-13T12:49Z [----] followers, [---] engagements
"@thaxcapital Id like to think some AP is selling IBIT at +1% and buying GBTC at -2% then getting coinbase to update an internal excel sheet at end of day"
X Link 2024-01-13T22:44Z [----] followers, [---] engagements
"@loomdart $USDT nothing fairer Doesnt matter if youre Lord or Peasant Suit or Wassie Saint or Criminal All they want is their 10bps and youre you can mint to your hearts desire"
X Link 2024-01-15T05:38Z [----] followers, [---] engagements
"@weaponizedFOMO @moreproteinbars risk premia"
X Link 2024-01-15T05:49Z [----] followers, [--] engagements
"@Dr_Gingerballs Sorry doctor this is quite low quality vs your usual stuff Vol is float for the first few days because there is only cash creation. This was seeded at 400k SOI day [--] Coinbase not holding the btc was dealt with extensively when the same fears applied to GBTC"
X Link 2024-01-17T03:42Z [----] followers, [---] engagements
"@EconomPic Net demand from ETFs is clearly a yes Its just been frontrun very hard by speculators"
X Link 2024-01-17T16:58Z [----] followers, [---] engagements
"@EconomPic Well no argument there if u include perps futs spot theres clearly net selling vs etf buying"
X Link 2024-01-17T21:31Z [----] followers, [--] engagements
"@CL207 @ColdBloodShill Some boys work as 'content creators' on a $35k/yr pay to view platform called 'Bloomberg' They will tease a little on social media but the good stuff is paywalled"
X Link 2024-01-18T01:10Z [----] followers, [---] engagements
"@fed_speak -300m more once u include BITO (cathie switching)"
X Link 2024-01-18T01:16Z [----] followers, [---] engagements
"@AlexSundich @abroninvestor ah ok thx i must have missed it"
X Link 2024-01-18T04:12Z [----] followers, [--] engagements
"$1b net inflows 🥳 Though as the variance around flows decreases and settles around a steadier rhythm the ETF flow becomes less meaningful to s/t trading as expectations become priced in. With a couple of data pts now astute obervooors can also predict flow from daily volume"
X Link 2024-01-18T12:51Z [----] followers, 17.3K engagements
"Note there is prob still delays (or missing chunks) eg I amended $BITB data to show bitwise @ [---] as per: Today the Bitwise Bitcoin ETF ($BITB) took in another $68000000 and bought Bitcoin. Now $370M total inflows over [--] days. Grateful to investors for entrusting us to steward their assets in the space. View BITB disclosures & prospectus: https://t.co/pAJUG8aACE Today the Bitwise Bitcoin ETF ($BITB) took in another $68000000 and bought Bitcoin. Now $370M total inflows over [--] days. Grateful to investors for entrusting us to steward their assets in the space. View BITB disclosures & prospectus:"
X Link 2024-01-18T13:11Z [----] followers, [----] engagements
"@fuckyourputs If its good enough for sushi its good enough for Ph"
X Link 2024-01-19T05:40Z 12.7K followers, [---] engagements
"Join me for another episode of volatility is low so its time to do some research with no practical application and does not add any PnL GBTC Volume vs Flows vs Onchain: Over the past few days we've been seeing large BTC tx's from grayscale wallets about an hr before US open. Apart from day1 these onchain outflow tx's (excluding those to grayscale controlled wallets) have a remarkable correlation to published flow numbers plus the fact that ETF creation/redemption usually takes a day. (Also it doesnt make sense to decide before the day starts to sell 12k btc at market without knowing"
X Link 2024-01-20T11:56Z 12.1K followers, 22.9K engagements
"You'll also notice outflows dont seem to have a solid relationship with turnover. This is likely due to T+1 delays. So if we move outflows back one day: The numbers look a little closer but still not great. Arguable that the first few days had a mix of higher discounts (ppl less willing to redeem) and more intra traders (puffs up volume) vs lower discount now (ppl more willing to redeem) At a wild guess 55% participation * 1.36b turnover = $750m outflows"
X Link 2024-01-20T11:56Z [----] followers, [----] engagements
"For elite influencooor calculations: $750m outflow / [-----] btc px (estimated monday close) = approx -18k BTC wow [--] days ahead of onchain Where is paid group ser"
X Link 2024-01-20T11:56Z [----] followers, [----] engagements
"@InvestoorChuchu it seems they are being mostly offset by IBIT and friends. The marginal seller is probably still unwinding from months of longing into the event. True flow is basically a wild guess: New ETFs + Old ETFs + CME Futs + Perps + Quarterlies + Spot"
X Link 2024-01-20T12:09Z [----] followers, [--] engagements
"Lets see how this reverts over the next few weeks"
X Link 2024-01-23T02:42Z [----] followers, [---] engagements
"gm fellow $GBTC enjoyoooors"
X Link 2024-01-23T15:00Z 12.2K followers, [----] engagements
"Wonder what frictions the AP's are facing in the China listed SPY etfs like [------] CH 40% prem to NAV. Clearly they can't just buy ES and issue shares"
X Link 2024-01-24T04:17Z [----] followers, [----] engagements
"SHA256(We have quietly injected a figure of $27m of inflows under BITO in @BitmexResearch's report tomorrow. I would like to thank hacker extraordinaire @functi0nZer0 who is "focusing on exams" for providing root access and the DPRK for funding this operation.) Here is the table with the data up to day [--] https://t.co/J5gKP9vfRJ Here is the table with the data up to day [--] https://t.co/J5gKP9vfRJ"
X Link 2024-01-25T02:26Z [--] followers, 35.8K engagements
"oh but there's more SHA256(On January 18th @BitMEXResearch will be surprised to report $BITO outflows have transitioned to inflows. These inflows are anticipated to be a little shy of $30 million. I would like to thank hacker extraordinaire @functi0nZer0 for his assistance in providing root access and the DPRK for funding this operation.)"
X Link 2024-01-25T02:48Z [--] followers, [----] engagements
"@therobotjames another day volunteering on x dot com. everyone keeps asking me if they can learn quant factor models. buddy they wont even let me learn it"
X Link 2024-01-27T23:18Z [----] followers, [---] engagements
"@bluewolfpack1 @TheKouk the pic is ai though"
X Link 2024-01-30T08:12Z [----] followers, [---] engagements
"The great thing about bull markets is you can get away with doing the bare minimums and focus on your core competencies - such as identifying if coin has dog. And for the more advanced identifying if dog has hat"
X Link 2024-01-30T10:54Z [----] followers, [----] engagements
"I think about this at least once a day A lot of simple strategies suffer from this exact problem. eg linearly buy dips/sell rips. Buying on a 1% dip is great 2% better 3% even better 40% fantastic Wats the ticker its ust-perp why do u care Educational quant series continued what to do in this conundrum on a mean reversion signal: you're bleeding money out the ass but your signal strength is growing and telling you to double down Cut the position or bet more Of course the answer is that it depends. Before we https://t.co/Ly9K4ea8Uz Educational quant series continued what to do in this"
X Link 2024-01-31T07:18Z [----] followers, [----] engagements
"@loomdart picking wassies over egirls The final stage of mental illness"
X Link 2024-02-01T07:28Z [----] followers, [---] engagements
"@PtrPomorski wonder who commits more crime"
X Link 2024-02-01T09:45Z [----] followers, [---] engagements
"@l1quid1ty you run it every [--] min but at 59:59 start so you're frontrunning other versions of yourself by a second"
X Link 2024-02-02T04:50Z [----] followers, [---] engagements
"@therobotjames It is not illegal to be smarter than your counterparty"
X Link 2024-02-02T09:11Z [----] followers, [---] engagements
"@TwinTurboCe1ica Prop is one of the hardest sector hit but by no means the driving force. Plenty of other factors at play Index is down 40% only 1% is from real estate"
X Link 2024-02-05T04:14Z [----] followers, [---] engagements
"@macrocephalopod @quant_arb its the kind of person who realized it doesnt work after adding in costs and also couldnt get it made into factor etf"
X Link 2024-02-06T12:37Z [----] followers, [---] engagements
"@ratwell0x dis scene gonna be gas"
X Link 2024-02-07T04:50Z [----] followers, [--] engagements
"$LTR looks like dumb money buying [--] day before a well publicized event just like the bitcoin etf or index rebals"
X Link 2024-02-09T04:41Z [----] followers, [----] engagements
"Other people making money = gambling Me making money = skill Fun fact: $1 made from dog money has the same purchasing power as $1 from options arb or manual labour @nope_its_lily Just want traders to be intellectually honest. Without a value proposition you are just gambling. If you said Im winning gambling on shitcoins And I would have just gone past. @nope_its_lily Just want traders to be intellectually honest. Without a value proposition you are just gambling. If you said Im winning gambling on shitcoins And I would have just gone past"
X Link 2024-02-09T11:32Z [----] followers, [----] engagements
"@OneMoreif @alisterberkeley i dont think so HK/AU has been mostly in line. And AU has been downonly during CNY"
X Link 2024-02-13T08:10Z [----] followers, [---] engagements
"how much is clean pristine ico eth worth vs filthy regular eth asking for a friend ofc"
X Link 2024-02-14T07:22Z [----] followers, [----] engagements
"@readysetliqd I am the 3rd arrow I mutter as i fill in the Grayscale private placement docs while big Barry winks at me from the freshly opened portal to hell"
X Link 2024-02-16T02:33Z [----] followers, [---] engagements
"how are ppl comparing Druck's NVDA pos to Saylor's BTC Druck will turn on a dime and short that shit while Saylor's only trick is push the leverage slider to the east"
X Link 2024-02-19T03:15Z [----] followers, [----] engagements
"@fuckyourputs thx bought $SAND"
X Link 2024-02-26T13:04Z [----] followers, [---] engagements
"@therobotjames @Citrini7 it was a risk asset during the covid selloff"
X Link 2024-02-27T09:53Z [----] followers, [---] engagements
"With so much ETF interest there's bound to be managed fund flow as well - time to dust off an old classic UPDATE: We have a new record inflow for the Cointucky Derby #Bitcoin ETFs $IBIT took in a record $612 million on its own. On a net basis the group took in $673 million. This beats the day [--] record of $655 million. (still waiting on $BTCO) Also IBIT crossed $9 billion in assets https://t.co/1lWqFFyC5b UPDATE: We have a new record inflow for the Cointucky Derby #Bitcoin ETFs $IBIT took in a record $612 million on its own. On a net basis the group took in $673 million. This beats the day 1"
X Link 2024-02-29T06:05Z [----] followers, [----] engagements
"@NumberOnePengu as an owner of $ETCG I retract my former statement"
X Link 2024-02-29T06:12Z [----] followers, [--] engagements
"@GwartyGwart its all fun and games till the WIF foundation sends some tokens to coinbase and everyone panics"
X Link 2024-03-01T23:47Z [----] followers, [---] engagements
"I have helpfully constructed a diagram featuring the downstream flows from the BTC ETF (Both cash and futs)"
X Link 2024-03-04T08:57Z [----] followers, 12.1K engagements
"Is this bearish $ALB or bullish because hes implying its gonna get rugged Someone with a PHD in Cramer plz help my portfolio is so scared right now Say hello to my little Albemarle https://t.co/c4bUJMZAqV Say hello to my little Albemarle https://t.co/c4bUJMZAqV"
X Link 2024-03-06T03:59Z [----] followers, [----] engagements
"@goodalexander @stoinks7 do u think that playbook is a little stale given eg SMCI 500s add was buy the event and so was the btc etf to a lesser extent ie. retail participation keeping everything retardio"
X Link 2024-03-06T23:42Z [----] followers, [---] engagements
"@CliffordAsness bro is single handedly burning up all the goodwill from @vaneck_us intern"
X Link 2024-03-07T23:33Z [----] followers, [----] engagements
"@vaneck_us Trapped by Tether"
X Link 2024-03-08T02:02Z [----] followers, [---] engagements
"Eth etf delay is bullish People extrapolate the [--] year performance of btc pre etf nevermind the correlation The more delay it is the earlier you are Retardio"
X Link 2024-03-10T06:26Z [----] followers, [----] engagements
"@fuckyourputs i am once again begging people to stop hedging with short btc"
X Link 2024-03-10T09:24Z [----] followers, [---] engagements
"i should have paid for the ad free version"
X Link 2024-03-10T10:31Z [----] followers, 13.5K engagements
"@0xMerp St Petersburg paradox"
X Link 2024-03-12T02:59Z [----] followers, [----] engagements
"Happy 4th anniversary of Arthur pulling the Bitmex server plug to prevent a terminal liquidation cascade. Thank you for doing what needs to be done no matter how illegal"
X Link 2024-03-13T01:00Z [----] followers, [----] engagements
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