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Another upgrade shipped.
✅ New Sub Agent Grader
Designed to improve grading accuracy and surface stronger calls.
CR33PER@0xCR33P
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@PlutonicXBT Bro sits at home to consistently concoct the best nightmare fuel around
Absolute gangster
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Abundant liquidity has lead to the most over-crowded trades such as short yen, short vol, and long high beta to becoming even more over-crowded; creating a gorilla grip of downside protection at the index level despite risk metrics flashing usually actionable signals.
Of course any sudden shock could spike volatility, but given the aforementioned conditions it would likely look more similar to August 2024 where the spike re-traced within 1-2 sessions rather than a more prolonged deflationary crash/correction.
Would not be surprised if what finally breaks this gorilla grip is actually the index moving higher with the vix doing the same for a persistent period of time- damaging or possibly even flipping the negative vol skew.
How many sophisticated entities deploy and hold risk as well as model their portfolio fluctuations based on correlations and assumptions that have held constant for 2 decades? Most notably the assumption that the SPX and vol will always remain negatively correlated?
What if the real risk to this gorilla grip is the market crashing up this quarter, THEN down?
Snorlax@PlutonicXBT
The issue with posting about volatility metrics being at low levels without any additional context is that these regimes often beget more of the same behavior Hard to time the reversal, and indices specifically can move much higher in the mean-time
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We are the place to get good returns from selling inference credits.
20% APY now for sellers using $DIEM. This yield is driven by demand for inference.
And it's happening at decent size, too.
Over $100k worth of $DIEM from $wstDIEM sold out all API credits at that higher yield. And overall we're clearing all credits from over $2.6M worth of $DIEM at various prices.
surplusintelligence.ai
liquid 💧@_proxystudio
wstDIEM cleared its full budget today @ >80% capture on @AskSurplus an $100k deposit earns $20k / year without any leverage best sustainable, demand-driven source of real yield in crypto $liq
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@goodvimonly No Diamond Hands? You gotta be a $hodl ‘er ser. RH coined that meme
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Current holdings on RHC
cash-cat:native
top blasted between 30 and 40m, tpd quite heavily at Vlad tweet about memes
$COOKWARE
(0xdcc34bdD5D3C30237303b95D2F59cc29437b5c74)
caught relatively early and tpd at 2m, still holding a moonbag
$TBILL (0x471c54b8C2EBC20d1679516367511b69564cF080)
Aped at around 20k and have added on dips, I like this ponzi alot and has already paid out about $200 in 24hrs of holding
Keeping things relatively tight as I don't want to spread capital across 100 plays.
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wstDIEM cleared its full budget today @ >80% capture on @AskSurplus
an $100k deposit earns $20k / year without any leverage
best sustainable, demand-driven source of real yield in crypto
$liq
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In 7 hours I’ve made around 53 dollars
No need to claim or anything
On pace for 100+ today
Just sent directly to your wallet
As the volume grows so does the payouts
Gud tek
$TBILL

T-Bills@TbillsRH
Recent interview talking with boomer @kevinolearytv talking about $TBILL We added captions for the boomers with hearing problems. CA: 0x471c54b8C2EBC20d1679516367511b69564cF080
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