@warriorsger 100% agree kd is the most overrated player of all time. Sucks when it matters most without Steph
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High Risk T
4.3K posts
Abraxas Capital Management (Heka Funds) holding ~$47.7M across two Hyperliquid accounts, is currently running a ~$62M notional short across oil markets, $47.7M on BRENTOIL and $14.3M on WTI Crude Oil making them the largest on-chain oil short.
Across these positions, the cluster has already collected approximately +$36K in funding, reinforcing the basis trade thesis.
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What an insane lineup.
Let’s say those 7 play that table 1,000,000 times.
Who wins the most?
Seth Davies@Sdavies22
Toughest table I’ve played at in a while. Gotta bring it.
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TJR reveals all his assets that he owns on stream🧐
-$104,000 personal bank acc
-$1M+ business bank acc
-$1M+ in investments
-$3M house owned in cash
-$300,000 car
-$1M+ in watches
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imagine the freedom niggas had back in the day
no MOBILE PHONES
They could technically do whatever the fuck they wanted without an annoying bitch or family member spamming their phone
weeks or even months going on adventures with ZERO CONTACT with anyone
free roaming in peace. No one to answer to
must have been good times
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@KobeissiLetter Reviewing a set of options does not provide a solution. The rally should continue later this week
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BREAKING: President Trump is reviewing a "set of options" to lower oil prices as soon as today amid their historic surge, per Reuters.
Details include:
1. Options include restricting US exports, intervening in oil futures markets, and waiving some federal taxes
2. Trump could also lift requirements under the Jones Act, which says domestic fuel must move only on US-flagged ships
3. The White House is "worried" that the surge in oil prices will hurt US businesses and consumers
4. Trump is reportedly considering the mid-term election implications of higher oil prices
US oil prices are now below $95/barrel.
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BREAKING:🇮🇷🇺🇸 US/Israel have started attacking Iran's oil tankers in the Persian Gulf.
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JUST IN: Jim Cramer says he does not see a "path to de-escalation" between the US, Israel and Iran.
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🚨WHALES ARE PILING INTO OIL LONGS
LookOnChain flagged two massive long positions on Hyperliquid in the last few hours.
One whale opened a 20x long on 125,169 CL ($13.1M) while another opened a 2x long on 62,180 CL ($6.5M).
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@kai_xbt 100% correct.
This is the nature of business cycles and why retail tends to lose over time to big institutions that have near unlimited capital to ape whenever the situation arises
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Flood explains how so much alpha comes from just having capital when others don't
"I fundamentally believe this is where a lot of the returns come from."
"Crypto is very leveraged, crypto is very volatile, and these opportunities just present themselves where everybody understands that something is heavily mispriced but they just don't any have capital to buy."
"Like when FTX happened, everybody knew BTC was unbelievably cheap at 18k or whatever it traded down to, but it didn't matter, because nobody had capital to buy"
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@KobeissiLetter Tell me how this is bullish for the stock market please
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BREAKING: 3 of the 4 big Gulf countries (Saudi Arabia, UAE, Kuwait, and Qatar) are discussing withdrawing from US and other investments as the toll from the war with Iran mounts, per FT.
Details Include:
1. "Budget stains" are reportedly mounting due to reduced income from energy, shipping, and tourism
2. Countries could reassess investment commitments to US
3. The move would be viewed as a "precautionary measure"
4. Moves that jeopardize US investments could "pressure" President Trump
Over $2 trillion in US investment appears to be at risk.
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BREAKING: The Trump Administration is preparing a rule that would restrict AI chip shipments GLOBALLY without US approval, per Bloomberg.
Details include:
1. Regulation would require companies to seek US permission for virtually all exports of AI chips
2. Nvidia and AMD would be heavily impacted
3. Rules would set the US government up as a "gatekeeper" for the AI industry
4. Specific approval process is based on "how much computing power a company wants"
Chip stocks are falling on the news.
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JUST IN: 🇺🇸
U.S. has spent $5.3 BILLION on the war w Iran in just 6 days.
💥 $1 BILLION per day
💥 $41 MILLION per hour
LIVE WAR COST TRACKER 👇
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WATCH: President Trump "If we didn't strike (Iran) within two weeks, they would have had a nuclear weapon."
Financelot@FinanceLancelot
BREAKING: JD Vance announces the U.S. has evidence Iran is trying to build a nuclear weapon.
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@FinanceLancelot The markets slow bleeding to the downside and then rallying hard a day or two a week kills theta and decays many of these options. A violent move to the downside in a straight shot is what would put these itm, which mm and wall st are simply not willing to do
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Put delta is now the most negative it has been in history. Far more negative than 2020.
This implies everyone has covered themselves with puts and will have to reverse this strategy if markets rally hard over the next week.
Financelot@FinanceLancelot
A rally until OpEx Mar 20 is the max pain scenario. Everyone bought puts expiring in 3 weeks because of Iran, which will expire worthless. A rally also convinces the public that the worst is over forcing them to buy the dip. This is what happened after the Jan 2020 month end selloff. Once OpEx is over the market becomes unpinned and vulnerable to a systemic shock, which could appear at month end. Iran has yet to retaliate against the U.S. If the regime is going down, a symbolic retaliation against the U.S. or Europe could trigger chaos. As I've said, the U.S. never puts boots on the ground without a false flag. It doesn't even have to be Iran at this point, but they will be blamed.
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Oil is rising rapidly, inflation is still sticky, a WW3 of epic proportions is breaking out and people believe the altcoin rally today was anything but a short squeeze 😭
Short that mfer back Down fellas
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