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![ryQuant Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1873600391562108928.png) Ryan [@ryQuant](/creator/twitter/ryQuant) on x 8636 followers
Created: 2025-07-24 19:44:27 UTC

Feeling very comfortable with this broader "Long Gamma" positioning right now. I am "Long Change" by both:

Owning a ton of $MSTR at what could be BTC's next leg higher, with massively wrong consensus earnings expectations, with the Prefs ramping, and potential $SPX inclusion.

While holding $VIX contracts that are designed to gain from uncertainty, chaos, fear etc at a point in time where everything is priced for perfection & stability, (provably so with the compression in Variance in the SPX & VIX) which happens to overlay perfectly with $VIX seasonality.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948469345300218098/c:line.svg)

**Related Topics**
[vix](/topic/vix)
[spx](/topic/spx)
[$vix](/topic/$vix)
[$spx](/topic/$spx)
[$mstr](/topic/$mstr)
[gamma](/topic/gamma)
[strategy](/topic/strategy)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/ryQuant/status/1948469345300218098)