ftrpoly
102 posts

ftrpoly
@ftrpoly
former SIG intern (no return offer) 2024 #1 online poker player in the world on Pocket 5s now trading prediction markets https://t.co/RLIn9vUspB
Katılım Ocak 2026
238 Takip Edilen90 Takipçiler

@based16z @thedigipo Yea exactly if someone told you a coin is rigged but they didn’t know how and flipped it in the air, you are both indifferent between calling heads and tails. No info about how it is rigged makes it equivalent to a normal 50/50 coin in this case
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@based16z @thedigipo If neither person has any info about the probability of heads, then doing just a normal flip would be “fair”. If P(heads) in the rigged coin is a random unknown variable, whoever chooses heads has an equal chance of on the disadvantaged side as being on the advantaged side
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Over the weekend a large US military operation was launched inside Iran, close to where some believe the 60 percent enriched uranium is stored.
The stated goal was to retrieve F-15 pilots who were shot down in the area. But nothing at all adds up.
Did the CIA or Mossad or someone else convince the US President that he could snatch Iran's uranium like he snatched Maduro out of Venezuela?
Whatever the case, the operation was a spectacular failure, with at least six US military aircraft shot down. Will we learn the truth about what happened?
Watch @RonPaul & @DanielLMcAdams below:
Ron Paul@RonPaul
Donald Trump's 'Bay of Pigs'? x.com/i/broadcasts/1…
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iran thoughts:
flipped on ceasefire pretty well last night. sold my Y at 5.5c, 19c, 29c, and 46c respectively. i was away at an easter party all day so i missed the perfect exit :(
am big on N for april 15 atm. i don’t think iran is ready to let trump leave just yet, at least not without getting more than trump’s able to offer right now.
but i am still a fan of the longer dated strikes for Y (may); i think this weekend did show that there is willingness to end this from both parties, and even if these negotiations fail, the fv for those dates isn’t affected much (there’s a small chance it increases tbh)
also kinda off topic but in general a lot of ppl are biased either by antisemitism or by the way the war began (the reason doesn’t really matter) and are overpricing israel’s role in ending the war. yes, they will be included in a ceasefire but they don’t really have much of a say in it.
if trump tells israel to stop they will oblige… so ppl telling you “muh a ceasefire will take a long time because le regional players!” are wrong
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Plausible proposals circulating (moreso Axios than Reuters)
Iran might reasonably see this as a decent lower risk exit point, before having their infrastructure wrecked
Any time is a good time to stop the daily beatings
Probably they wouldn't give Trump satisfaction of deal strictly following his deadline tho
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Couple higher conviction views of informed parties in the Gulf:
1) The US will launch a ground operation within the next week or so, as evidenced by much higher troop numbers than reported in the UAE with numbers recently accelerating.
2) Even considering the above, traffic through the Strait will continue to rise. Gradually and dependent on developments, but it will not go back to being fully closed as it was before the Larak channel opened up. Countries will continue making deals.
3) Hormuz fried chicken is 5/5 stars.

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Took profits here and sold my Y shares around 82c for a ~$10k gain. Market pumped on the news of rescue operation to save the downed pilots, so now the market is more of a resolution market imo, where I don't have a strong opinion/don't think I have much edge. Somewhat lucky result for another 5 figure day.
ftrpoly@ftrpoly
Absent any major announcements expect this to continue to tick up over the next 24hr with most expecting the strikes to occur at some point over this weekend. If everything stays quiet through late Saturday-ish will likely reevaluate my position here as the meat of the probability distribution falls during this long weekend imo
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