Izzy Bagi retweetledi
Izzy Bagi
3.1K posts
Izzy Bagi retweetledi
We're excited to announce our strategic partnership with @steerprotocol.
Together, we are building the infrastructure for onchain structured yield.
The next phase of DeFi isn’t access, it’s infrastructure. And it's being built right now.
Steer Protocol | 🐂@steerprotocol
It's time for the industry to have a BIG unlock. Options shouldn't be stuck behind private market makers. The broader industry deserves more than just spot and lending markets. Steer Protocol × @Panoptic_xyz is about changing that. We are excited to bring options into Steer's Issuance Studio - expanding what issuers can launch and what investors can access onchain. Together, we’re building toward a permissionless system where spot, lending, vaults, strategies, and options can work together inside one broader issuance framework. More tools for issuers. Better structured products for investors. A bigger design space for onchain markets. steer.finance/blog/steer-x-p…
English
Izzy Bagi retweetledi
Watching AllBirds stock be +430% after announcing a pivot from being a shoe company to a GPU as a service AI company
English
Izzy Bagi retweetledi
Izzy Bagi retweetledi
English
Thank you to everyone who joined us at our side event with @jpegtrading during @EthereumDenver.
We truly appreciate everyone who took the time to stop by, share ideas, and spend the evening with us. Looking forward to building together and continuing the momentum.
English
English
@Panoptic_xyz @BlockScholes Will Panoptic V2 offer this as a strategy?
English
219% returns from gamma scalping.
This is what LPs are leaving on the table.
Backtested with @BlockScholes ↓
English
Izzy Bagi retweetledi
ETH price moves unpredictably. Option trading, specifically gamma scalping, turns those moves into profit. This is the Unicorn Trade.
Here is what we found in our report with @BlockScholes
In the ETH-USDC 5bps pool:
Buy & Hold: 31%
Gamma scalping: 219%
Instead of fearing volatility, traders can systematically harvest it.
English
Izzy Bagi retweetledi
Imagine writing a full report on onchain options and missing the protocol leaking the most alpha this week with our gamma scalping report.
Delphi Digital@Delphi_Digital
English
Izzy Bagi retweetledi
Gamma scalping is a strategy that has been juiced out in TradFi. Everybody can do it, there's no edge left
Gamma scalping in DeFi, on the other hand, is extremely profitable because no one is doing it (you can't do it without Panoptic!)
Oh and RV > IV, so that helps a ton too
Panoptic@Panoptic_xyz
Did you know @Uniswap LPs are unknowingly short volatility? Our report with @BlockScholes shows how this structural imbalance creates a massive earning opportunity. Panoptic unlocks the missing side of AMMs: long gamma onchain. In some pools, LP fees were 18% lower than the cost of hedging their exposure.
English
Izzy Bagi retweetledi
cue the Aave floor brokers pic
Googly 👀@0xG00gly
Someone lost $50M swapping USDT for AAVE, I guess via Cowswap on the Aave frontend? My thoughts and prayers go out to wallet 0x98B9.
English
@0xReina @Delphi_Digital we are getting stronger in the shadows. like batman.
English
@Delphi_Digital You didn't even mention panoptic exotic options.😭
English
Izzy Bagi retweetledi
Izzy Bagi retweetledi
Izzy Bagi retweetledi
Go read this article. While I don’t agree with everything said there, the key is definitely convexity.
Convexity is that extra acceleration that kicks in when price starts to move, while allowing for safety when directionally wrong.
Perps are flat. Options are powerful.
SqueezeMetrics@SqueezeMetrics
How to make money as an individual trader: squeezemetrics.com/download/dpggu… Customer wrote this six years ago and shared. It's genuinely good stuff. 1. CONVEXITY (long options) 2. EDGE (small stuff) 3. RISK MANAGEMENT (Kelly)
English
English
English
Our CEO & Founder @guil_lambert speaking at @EthereumDenver
ETHDenver 🏔🦬🦄@EthereumDenver
Perpetual Options With Panoptic by Guillaume Lambert from @Panoptic_xyz. Stork has been working with various partners to meet demand while safeguarding against risks such as manipulation. We can present data that illustrates the problem and outline potential paths to solving it for the industry. Full video below 👇🧵
English