Adam
540 posts
Adam
@adamdaquant
building cool tech that helps simple people do complex things. Options trader since 2019
Dubai Katılım Eylül 2014
654 Takip Edilen251 Takipçiler
BREAKING: EXPLOSIONS IN JEBAL ALI PORT IN DUBAI
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@matthughes13 @grok summarize the post and all the comments author made
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Bears need to learn what bearish charts look like
Here is a thread to help them
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Believe it or not the stock market $SPY is at a 12 year all time low compared $GLD
Lower than April 2020
We’re about to go on a face ripping bull run.
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@Chartfest1 @grok what happened the following days when the put/call ratio dropped below 0.85 in terms of returns?
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Yesterday's Index put/call ratio was .70. It hasn't been lower in at least 5 yrs but it was .71 in early September 2024
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When Everybody Is Short, Something Else Happens zerohedge.com/markets/when-e…
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China is aggressively challenging the American naval blockade.
The People's Liberation Army Navy just deployed a heavily armed task force to the Gulf of Oman.
Beijing explicitly stated they will not allow Washington to dictate their global energy security.
Chinese destroyers are preparing to actively escort their own mega-tankers right to the edge of the US kill box.
A massive, direct standoff between American and Chinese naval assets is developing just outside the Strait.
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Adam retweetledi
You could buy 100 shares of $GOOGL right now for $30,000.
Or you could buy the $300 call LEAP expiring January 2028 for $6,745. Same 100 shares of exposure. 78% less capital. Nearly two years of runway.
The trade:
Strike: $300
Expiration: January 21, 2028
Premium: ~$67.45 per contract
Breakeven: $367.45
If $GOOGL hits $400, this LEAP returns ~48%
If $GOOGL hits $450, this LEAP returns ~122%
If $GOOGL hits $500, this LEAP returns ~196%
Buying 100 shares at $300 and watching it hit $500 is a 67% return. The LEAP nearly triples that.
Why I like the setup:
- Google Cloud revenue up 48% YoY to $17.7B with $240B backlog
- Gemini AI integrated across Search, Cloud, Workspace, and Android
- Search revenue growing 17% YoY, still accelerating
- YouTube annual revenue surpassed $60B across ads and subscriptions
- Dominant positions in search, advertising, and mobile OS
- 668 days to expiration gives the thesis time to play out
The max you can lose on a LEAP is the entire premium you paid. In this case, that's $6,745 per contract. LEAPs are leveraged and can lose value quickly if the stock drops or stays flat. Only size this so you're comfortable losing all of it.
Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align.
NFA DYOR
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UNITED AIRLINES CEO PREDICTS OIL IS GOING TO $175/BARREL IN LEAKED MESSAGE TO STAFF
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Fire breaks out in one of the towers of Dubai.
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After today's unfavourable $50M swap on our interface, there's a lot of confusion around slippage I'd like to clarify:
Slippage is the tolerance buffer on a market order: how much the final fill price can deviate from the quoted price due to market movement between signing and execution. On the Aave interface, suggested slippage is algorithmically calculated from asset pair volatility and order size.
Since we offer both market orders (with adjustable slippage) and limit orders, our slippage and fee estimates are tuned for execution time. Users can always tighten it (or set limit amounts) and will typically get a surplus back thanks to @CoWSwap's auction mechanism.
In this case, the user sent a market order with the suggested 1.21% slippage. But the core issue wasn't slippage, it was just the accepted quote with 99% price impact:
As you can confirm it yourself on the CoW explorer, the order includes a quote field showing the original rate (50M USDT -> <140 AAVE) presented to the user before fees and slippage. It was already a very bad rate.
All the interactions were also verified via internal analytics, and the user even received a 0.7% surplus, confirming the swap mechanics worked exactly as intended. Thanks to our open-source nature, anyone can reproduce this.
So, the price impact warning was displayed. The checkbox was checked, sadly.
While we're working on stronger guardrails for all our users, we'll always believe in permissionless DeFi.
Stani@StaniKulechov
Earlier today, a user attempted to buy AAVE using $50M USDT through the Aave interface. Given the unusually large size of the single order, the Aave interface, like most trading interfaces, warned the user about extraordinary slippage and required confirmation via a checkbox. The user confirmed the warning on their mobile device and proceeded with the swap, accepting the high slippage, which ultimately resulted in receiving only 324 AAVE in return. The transaction could not be moved forward without the user explicitly accepting the risk through the confirmation checkbox. The CoW Swap routers functioned as intended, and the integration followed standard industry practices. However, while the user was able to proceed with the swap, the final outcome was clearly far from optimal. Events like this do occur in DeFi, but the scale of this transaction was significantly larger than what is typically seen in the space. We sympathize with the user and will try to make a contact with the user and we will return $600K in fees collected from the transaction. The key takeaway is that while DeFi should remain open and permissionless, allowing users to perform transactions freely, there are additional guardrails the industry can build to better protect users. Our team will be investigating ways to improve these safeguards going forward.
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Adam retweetledi
if your friends aren’t talking about:
- claude code
- creatine
- openclaw
- looksmaxxing
- ai agents
- taste
- prediction markets
- mac mini
time to find new friends
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Adam retweetledi
