Kanga Analytics

Necessary overpriced coffee

@investingidiocy Well at least 13F can give you some good trade ideas

You equity people probably feel the same way about 13F as I do about commitment of traders...

No point trying to second guess decisions that were made when the market was 20% lower at the depths of SoH / Iran re situational awareness 13F

Leopold released his 13F and uhh... WHAT IS THIS? Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML But we don't know strikes. Perhaps tactical hedges

$ORCL puts in Leopold Arschbrenner's 13F kinda interesting

@MartinShkreli @TheSpeculator0 Citadel Macro is very different to citadel sec. He's not exactly wrong...main street can have an edge over wall street in some of these wild west prediction markets

@TheSpeculator0 did he work at citadel or intern at citadel? report to who?

The evil thing is that this guy worked at Citadel so you know he's lying to get people to gamble instead of the classic naive tech bro who might actually believe this

Anthropic perpetual on Hyperliquid getting rekt on funding

@gearside poor taste

the australian property crash is (finally) here. and so a poorly-acted rendition of ryan gosling in the big short is the best way to explain what's coming. hint: it's not the fuel crisis, and it's not interest rates... but the real catalyst is revealed in my video. we are sitting on nitroglycerine as a nation: $600k+ average mortgage size, $2.5 trill total residential mortgage debt, one of the highest debt-to-income ratios. after this pain, i am bullish on australia. what can australia become on the other side?

Some of you gonna be real sorry when rates go to negative 5% in the post agi world and you don’t have a home paying you

Can anyone name a single example of something private equity has acquired and not made worse?

the internet could not replace fax machines from like 90% of medical institutions in 20 years but yeah I'm sure AI will replace all jobs in 5 months

@bulletxyz Fire with Bullet

The season of giving is upon us. Comment "Fire with Bullet" below to stand a chance at winning some Bullet merch 👀

Tried lighter. if it's legit its pretty good

@theodoore__ ? why's that? Name doesn't really matter more so than what payout structure you can get i would've thought

@DeribitOfficial Did you just get rid of the combo functionality and replace it with an rfq with min size 12.5 and didn't tell anybody???

@maxboonen GPT 5 normal is better than sonnet 4.5 easily for one shotting product features

@zephyr_z9 But how do you seperate noise v signal

Tracking unusual option purchases is the fastest way to make money nowadays

@stefanvanderlux why don't the start a crypto exchange?

$GLXY The (re)/launch of GalaxyOne must be very close. Also note Zac's Twitter handle change 👀

@Tristan0x Pls man 😢

On it bossman, mainnet is imminent