0xBankAnalyst

Do not rush in for @silvergatebank tonight. Share price down 40% pre market. Withdraw could accelerate => significant haircut and liquidity crunch. There is simply no point of looking at P/B unless some white knight decides to take it over. @Mishleeee/do-not-rush-in-for-silvergate-si-3644d8780f28" target="_blank" rel="nofollow noopener">medium.com/@Mishleeee/do-…

I loved the ending of white lotus — don’t know what y’all are talking about 🪷

@Chris_Defi 对啊，黄金这无法解释…

BTC走势将打破四年牛熊周期： 1，乙巳年BTC会做3个局部顶 2，1~2月一个顶，4~6月一个顶，11月一个顶，8、9月目前争议比较大 3，BTC将打破四年牛熊周期，三个阶段顶，意味着熊市时间更长，甚至2~3年 4，明年丙午年，参考2018戊戌年走势，火土同宫+赤马红羊劫… ……… t.me/Chris_6699

@TechCharts looks like ICBC 1398.hk

New text-book setups emerging in #ASIA #CHINA #HONGKONG More with the upcoming report >> blog.techcharts.net

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@annacoull Volume burst due to Russell reconstitution

Meta not showing any signs of slowing. The weekly chart gives us the most logical upside target. Plus there was a big volume burst late of Friday before physical close.

@JeffSnider_AIP Chinese New Year was early… took away whole week or two weeks production activity

Japan exports to China stunningly terrible: -17.1% y/y value; -30.7% y/y by volume. But this wasn't October lockdowns. These #s are *for January* when China reopening was supposedly in full swing. Maybe collapsing shipping rates are telling us something? It isn't inflation.

@TommyThornton When was the best day?

Retail traders vs hedge funds: today would be the second-best day in the 2.5 year history of our Retail Factor, as the large cap stocks with highest retail participation outperform the market at-large by ~3σ. GS derivs

@zerohedge no point of comparing China banking assets vs that of US, because China bond market fairly small vs bank loans. How about comparing the problem in US bond market vs that of China bond market?

It's fine, China has only $55 trillion in bank assets. Not like anything can go wrong.

@crossbordercap @johnauthers Seasonal operation right before the national holiday. 2021 was a tight year so cannot focus on yoy.

This could be important? #China #PBoC liquidity injections for September ...biggest monthly inflow into money markets for over 2 years. Have they given up on the #Yuan? Could #China stocks be close to a bottom? @johnauthers

What do soaring gilt yields mean for DB pension funds? Implications for markets, strategies & managers DB pension schemes hold about £1.5Tn in assets, ~50% of which in gilts (source: PPF 7800 index & purple book) ppf.co.uk/ppf-7800-index

@phyrexni @kw666_2006 美元短缺，笑着加的杠杆哭着还回去，而债的逃生窗口（交易量）又只有那么一点

@kw666_2006 老哥，我现在就是看不懂美债，为什么这么高的收益率资金还拼命的出来。

昨天下午14点在美元指数再一次的突破了近20年的新高以后，欧洲的加息也再不能成为美元指数见顶的依据了，这主要的原因还是因为昨天俄罗斯掐断了欧洲天然气的供应，而目前欧洲天燃气的储存量虽然已经完成了80%基础值，但尚未实现95%的安全存量，因此欧洲通胀日益加重的情况下，天然气的价格再次大幅暴涨

@BitRunX 而且是4000亿美金

@BitRunX 香港外汇储备4000亿，谢谢

@crossbordercap Yes tighter liquidity from the open market operations have been the concern after abnormal injection during and right after shanghai lockdowns. The problem China is facing is lack of borrowing demand. Interbank liquidity won’t help this. Just like Japan post the 90s bubble.

#China #PBoC typically adds RMB125bn to her money markets from early May to now. Instead they have withdrawn RMB60bn #recession?

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@mao_rocky 没有black swan也是很大的假设😂想想台海

现在的短期趋势非常明显了：一、加息落地，GDP公布，炒经济衰退，加息可能放缓，近2个月空窗期；二、炒以太坊合并，即将开启2.0！ 在这两大短期趋势下，只要不出现黑天鹅，想不涨都难啊！🤣😁

@shivsakhuja Vol I of The Years of Lyndon Johnson - The Path to Power by Robert Caro

I used to read a lot. But I stopped reading books last year because I was spending all my time reading about Crypto. I want to start reading more books again (non-crypto). What are some must-read books?

@shivsakhuja Sleep science - Why We Sleep by neuroscientist Matthew Walker

@shivsakhuja Financial bubble framework - Boom and Bust: A Global History of Financial Bubble