[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [Thetanutsfi](/topic/thetanutsfi) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "3/ In other words: ✅Tail hedging gets more expensive ✅Hedging flows dominate short-term vol ✅The vol surface becomes a reflection of macro + balance sheet risk" [@ThetanutsFi](/creator/x/ThetanutsFi) on [X](/post/tweet/1945486220735512814) 2025-07-16 14:10:35 UTC 95.4K followers, XXX engagements "2/Enter the Bitcoin treasury era. More companies like Microstrategy and Japan's Metaplanet are now holding $BTC on balance sheets not just trading it. This changes how they hedge which has notable implications: ✅ Vols become more reflective to downsize moves ✅ More demand for long-dated puts to protect credit facilities" [@ThetanutsFi](/creator/x/ThetanutsFi) on [X](/post/tweet/1945486208488153398) 2025-07-16 14:10:32 UTC 95.4K followers, XXX engagements "1/ Should crypto vols trade like equities or FX/commods - a question as old as time itself 📉 Equity-like: Put skew downside hedging 🔁 FX/Commods: Symmetric or call-skewed during rallies" [@ThetanutsFi](/creator/x/ThetanutsFi) on [X](/post/tweet/1945486196249067632) 2025-07-16 14:10:29 UTC 95.4K followers, XX engagements "🧵 Are $BTC Vols Turning Equity-Like $BTCs 1Y risk reversals (skew) have been trending lower. Vols are dropping too. But this might not just be another vol crush it could be something structural. (h/t @laevitas1)" [@ThetanutsFi](/creator/x/ThetanutsFi) on [X](/post/tweet/1945486183229989023) 2025-07-16 14:10:26 UTC 95.4K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"3/ In other words: ✅Tail hedging gets more expensive ✅Hedging flows dominate short-term vol ✅The vol surface becomes a reflection of macro + balance sheet risk"
@ThetanutsFi on X 2025-07-16 14:10:35 UTC 95.4K followers, XXX engagements
"2/Enter the Bitcoin treasury era. More companies like Microstrategy and Japan's Metaplanet are now holding $BTC on balance sheets not just trading it. This changes how they hedge which has notable implications: ✅ Vols become more reflective to downsize moves ✅ More demand for long-dated puts to protect credit facilities"
@ThetanutsFi on X 2025-07-16 14:10:32 UTC 95.4K followers, XXX engagements
"1/ Should crypto vols trade like equities or FX/commods - a question as old as time itself 📉 Equity-like: Put skew downside hedging 🔁 FX/Commods: Symmetric or call-skewed during rallies"
@ThetanutsFi on X 2025-07-16 14:10:29 UTC 95.4K followers, XX engagements
"🧵 Are $BTC Vols Turning Equity-Like $BTCs 1Y risk reversals (skew) have been trending lower. Vols are dropping too. But this might not just be another vol crush it could be something structural. (h/t @laevitas1)"
@ThetanutsFi on X 2025-07-16 14:10:26 UTC 95.4K followers, XXX engagements
/topic/thetanutsfi/posts