Tim Meggs

Are bank analysts sending out research notes in markdown and LLM friendly format yet? If not, why not?

The Cursor for trading is here 📈

Last week crypto traders bought 15 times more Micron than Nvidia. On Binance equity perps that's $ 3.4bn against $ 230m, with memory and semis taking around 63% of the volume. Easy to file under AI selling off. It wasn't. Nvidia was barely touched. What got sold was commodity memory, NAND and DRAM, on a legal case and fresh questions about how much of it AI really needs. We pull this sort of thing apart every week in The Data LO:DOWN newsletter written by @AdMcMarkets. It's free to sign up here: down.lo.tech

@alexblocmates @sportfun blocmates x lotech

be me: make Kane your captain and sub in Balgoun on your @sportfun team yesterday look i'm still doing absolutely dreadful in the blocmates league obviously but that's not the point

The headlines went to the World Cup billions on Kalshi. Our resarcher @AdMcMarkets breaks down the Bitcoin selloff, and why the Fed, the dollar and the AI trade are all pulling the same way. Sign up free to get these insights in your inbox: down.lo.tech

Kalshi cleared $ 24bn in June, roughly 70% of it sports on the back of the World Cup. Volume's the headline, but in-play it's repricing speed that matters. A goal goes in, the tight books move inside a second while the slow ones sit there for four or five. Four seconds doesn't sound like much until you're the one pricing the market. We pull this sort of thing apart every week in the data lo:down newsletter written by @AdMcMarkets. It's free to sign up here: down.lo.tech

We're back with the next instalment of the LO:DOWN -Crypto Crashes & World Cup Hysteria. BTC and broader crypto markets fell again this week as the FIFA world cup drove record volumes on Kalshi. Links below to get our 5 minute reads straight to your inbox.

The World Cup is putting prediction markets in the spotlight. But the real opportunity might have nothing to do with football...

Couldn't agree more. This one will fly.

Hella slick trading UX team!

Expecting great big things from this cracked team.

Built on top of the best market data in crypto - the LO:DOWN is a new initiative for LO:TECH. Love seeing all this data get some proper good analysis.

We're excited to welcome @AdMcMarkets to the LO:TECH team. Adam brings with him a wealth of experience and expertise in financial research and data storytelling, which will be a vital part of our efforts as we grow out best-in-class market data and execution services.

@TheLocalWMC @0xDamian0x @cryonct Love love love

The local London community don't let tube strikes get in the way of a good time. Thanks to everyone who joined us in Shoreditch last thursday, for the latest edition of 'drink loads of pints and sing karaoke questionably'. Recap below: Featuring @0xDamian0x, @cryonct, @jasonrodrigues, @angela_s_n, @thepaulbalaji, @SarahAkwisombe, @OttoJacobsson, @_TJ_Thomas and many more

@stephenxduffy And after dinner?

There’s no way anyone could convince me that Paris is better than London. Bleurgh

Every couple of months, i somehow get the signoff to stick a company card behind the bar and let the London crypto community go buck-wild on it. It usually devolves into drunken karaoke. The next event is on Thursday and i suspect it will be more of the same. Fancy it? Link ↓

@wintermute_t @AIBrandonBL This is news, why? And why so late to the market?

Prediction markets are emerging as a distinct asset class, pricing probabilities on events that traditional markets don't capture cleanly Wintermute is now providing liquidity on event contracts across leading venues

@totlsota @emollick Using "tokens" like this might be AI's final kick in the nuts for crypto.

@emollick Token futures makets will help In general give compute constraints tokens should flow to the highest value activities

The fact that tokens went from something no one even put in a budget line a year ago to an absolute requirement for coding now is the cause of handwringing, not that AI is not turning out to be useful No one knows who should get tokens, how much they should get & how to control

@azeemk @Mattjob1 lo.tech/stateofmarketm…

Loved reading this. Need more demystifying of the market maker as a whole in this space. Speaking as a founder, we're always told they're necessary, but most people don't actually understand what they're signing up with. Appreciate you always finding ways to simplify it with your content!

Retainer vs. Options, which Market Making deal works best? Answer is: it depends. Let’s dive in 👇🏻

@_nonlinear @Mattjob1 @tubergen lo.tech/stateofmarketm…

@Mattjob1 @tubergen @TimMeggs curious to hear your pov on this thread