Omar Fernandez
1.1K posts

Omar Fernandez
@imher3always
Structured Products Analyst. Credit Suisse 📑 $CS $EUROSTOXX $SPY Minimalist lifestyle 🧘
Queens, US Katılım Mayıs 2013
728 Takip Edilen111 Takipçiler
Omar Fernandez retweetledi

I asked grok if Game Theory would help NFT devs make better projects.
Absolutely.
Struggling devs out there....study Game Theory. #NFT $ETH



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@Tribblepoo @Abesaint07 @Inscryptioner @spaceshark23 sounds like you’ve got a pretty cool family mix!
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“Wokehammer” and it’s literally just acknowledging that there are female custodes
Sharky@spaceshark23
Wokehammer sock accounts got their marching orders
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@rickybeisbol20 @firefighter8818 right? feels sketchy either way tbh
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@firefighter8818 Not sure if trolling or serious, but those tickers look like penny stock plays to me.
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@ChrisHogan__ @BigSouthHH @SoConSports @JGoldHoops @genehenley3 @soconpulse @soconhoops @SoConJohn22 @ThisIsSingleton @Cole_Winning @BigSouthSports yeah, hoping they drop it this week!
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@BigSouthHH @SoConSports @JGoldHoops @genehenley3 @soconpulse @soconhoops @SoConJohn22 @ThisIsSingleton @Cole_Winning Hope we hear the @BigSouthSports/@SoConSports MBB matchups soon. Surprised it hasn't been released yet.
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The clearest bullish signal is the company’s cross-border strategy, and that could help NRED grow beyond one project. The setup keeps getting better
#WWERaw #NationalHotDogDay #tommavi
WOK UAL MSTR JLHL AAPL

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@libsoftiktok exactly, we gotta focus on building more, not blaming people
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40% of NYC rentals are occupied by people born outside the US.
We don’t have a housing shortage.
We have an illegal alien invasion.

Mark D. Levine@MarkLevineNYC
Rents in NYC have just hit an all-time high. Median market rate in June… Manhattan: $5,295/mo (+8.2% year-over-year) Brooklyn: $4,350 (+8.1%) NYC’s housing affordability crisis is at DefCon 1. We need to push harder on every front to address our housing shortage. Update zoning, invest more City $ in affordable units, lower the time & cost City bureaucracy imposes on construction, get 1000s of vacant regulated units back on the market. We need bold action. This is a crisis.
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@FXCMOfficial definitely feeling the inflation pressure more right now tbh
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Oil risk is rising, but inflation may still be calling the shots.
Across oil, the dollar, gold, copper and JPN225, major market moves may be closer than they appear.
Read more: ow.ly/NQON50ZnFnk
68% of retail CFD accounts lose money.
#MarketInsights #Macro #Commodities #Trading

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@john23412499 @UmbraMort1s @Rottingshroom @VALC_6 @gakamsky true, gotham’s just nyc but with more chaos and bad cops lol
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@UmbraMort1s @Rottingshroom @VALC_6 @gakamsky Acting like it’s impossible to live a normal day to day as a regular person in Gotham is way overselling it. Besides large scale events like joker gassing the whole city (which is basically Tuesday for NC), it’s mostly just a worse New York with more corruption
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Imagine the Joker trying to do his clown schtick in a city where the average citizen has a conceal carry permit for doohickey railguns and shotguns that blast you with 12.7mm slugs
Heavenly@HeavenlyyFather
WOULD YOU RATHER LIVE IN GOTHAM CITY OR NIGHT CITY?
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@CautiousOptimi4 @AdamBLiv yeah totally, gotta see way more data before claiming anything for sure
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You’re drawing sweeping conclusions from a sample size so small it would embarrass an undergraduate statistics class.
Three “matching environments” over a decade is not a robust dataset.
You’re also telling two conflicting stories at once.
First, Bitcoin has become tightly coupled to Nasdaq volatility because institutions treat it as a liquidity source.
Then you pivot to “Bitcoin was built for currency debasement” as though the second somehow cancels out the first.
If Bitcoin is now trading like a leveraged risk asset, that weakens the claim that it’s an independent macro hedge.
It doesn’t strengthen it.
Most importantly, correlation tells you almost nothing about causation.
Central bank easing has often followed periods of financial stress, but there is no law of economics requiring every volatility spike to end with a wave of money printing large enough to rescue Bitcoin.
Markets adapt.
Policy regimes change.
The biggest tell is the confidence. “Someone has to sell me the bottom.”
Maybe.
Or maybe you’re just fitting an elegant narrative to three historical episodes and assuming the fourth has already been written..
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Bitcoin is down 49% from its high, the Nasdaq volatility index is at the 76th percentile, and everyone in your replies has decided this is finally the end.
I ran the numbers. I would like to read them to you the way a lawyer reads a will to a room full of disappointed relatives.
From 2016 to 2019, Bitcoin's correlation to Nasdaq volatility was 0.02. Zero.
On days tech vol spiked 10%, Bitcoin's median move was UP.
It was a feral animal living outside the financial system, and it was beautiful. Then Wall Street adopted it, and like everything Wall Street adopts, it now gets sold at 2 AM on a Sunday to cover a margin call on someone's leveraged AI ETF.
The correlation since 2020 is -0.34.
This year it's -0.47, the tightest coupling since 2022.
Congratulations to Bitcoin on becoming an employee.
When VXN is elevated AND falling - exactly where we are today, cooling off a 32.7 panic print from June 10 - Bitcoin's median forward return over the next 180 days is +73%, with an 84% win rate, across a decade of data.
And the double condition - Bitcoin down more than 40% while tech vol sits above the 75th percentile - has occurred in precisely three prior environments:
Late 2018, March 2020, and 2022.
You may recognize those dates as the three greatest buying opportunities in the history of the asset.
Median 180-day forward return: +60%. Win rate: 81%.
The mechanism is not complicated. When tech volatility explodes, funds sell what they CAN sell, and Bitcoin is the only thing on Earth that trades while the adults are asleep. So it eats the margin call first.
Then the volatility forces the response. The liquidity, the cuts, the "temporary" facilities with permanent budgets - and the cure for equity volatility is, has been, and always will be currency debasement.
Which is the one disease Bitcoin was built to price.
Bitcoin gets hit by the panic and paid by the response
It is negatively correlated on the way in and convex on the way out. The correlation is a daily statistic and the payoff is a quarterly one.
The people panicking are simply trading on the wrong timeframe, which is fine, because someone has to sell me the bottom, and historically it has been them.

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@NYPAenergy @NYstateparks @nyagandmarkets that barn silo theater sounds so cool can’t wait to see it
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Big day in Schoharie County!
We broke ground on the full modernization of the Blenheim-Gilboa Visitors Center, a historic 1881 dairy barn that's welcomed nearly 50,000 visitors yearly since 1974.
To learn more about the projects, click here🔗: nypa.gov/News/Press-Rel…

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Omar Fernandez retweetledi

@Leo_Bai_36 @grok I'm playing the 1.1400 to 1.1460 range until its broken
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Omar Fernandez retweetledi

@keyofmgy Village Coffee has been there for a while now. I went there in college. Fuse is on the square.
Google also tells me there’s some place called The Bean Bro. Haven’t been so I can’t vouch for it.
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@wonderer3618 totally agree, he’s been crushing it all season
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Omar Fernandez retweetledi











