Trader & Advisor | ex @jump_

always leaving
Joined July 2011
the artist that masters trade becomes a cult leader the trader that masters art becomes a culture dealer
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The insta auto delete needed for malicious DMs
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life is short convexity, take risk to hedge and live long enough to amortize the mortality
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two more @Ledger nano gen5 torn apart with tools I can’t pronounce. no way can be put back together. truly tamper-evident. all three purchased in person at authorized retailer
the @Ledger nano gen5 is incredibly difficult to open. and for good reason, it’s definitely the most tamper-evident ledger ever made prying off the back plate was a challenge
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the @Ledger nano gen5 is incredibly difficult to open. and for good reason, it’s definitely the most tamper-evident ledger ever made prying off the back plate was a challenge
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fed is trapped, hikes will be over soon
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Singapore is the best place on Earth – at Singapore
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Justin Alick retweeted
Non-USD yield is (very) slowly becoming a thing, so we're broadening our dashboard to cover the category in more depth. Keep an eye out for new listings, and chat me talking about it at @Vault__Summit!
NEW on Stablewatch: Non-USD assets. Track and compare yields beyond the dollar. All in one place.
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the @tradexyz HIP3 xyz:JPY quanto perp on @HyperliquidX isn't charging the risk-neutral funding rate of r_¥ − r_$ + σ² via the SetFundingInterestRates deployer action, convexity matters
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back in Singapore 🇸🇬
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all you need is a $200 claude max subscription and a dream
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sometimes I reflect on the complexity of my life, and think I should’ve just continued my path as a boring reinsurance actuary then I wake up and say nah fuck that let it ride
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what's next? the Riemann Hypothesis?
We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics. The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra. The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.
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these upcoming events are what will drive bitcoin:native higher
uhh $USDJPY staring down the barrel till end of Sept already: Jul 30: MOF slams JPY 162 to 157 Jul 31: Bessent leaves Notepad to buy JPY; but sells EUR Aug 2-4: Bessent asks FED to extend FIMA repo lines above $60B, offering USD liquidity to MOF; pending FOMC ok Aug 3: Katayama (MOF) threatens more coming: Aug 27: Himino Speech Aug 28: FED's Warsh Jackson Hole Speech Aug 31: MOF to publish intervention size Aug 31-Sep 1: Bessent-Ueda Meet at G20 Sep 10: PPI Sep 11: CPI Sep 16: FOMC Sep 17-18: BOJ Meeting Sep 30: US Gov funding deadline
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uhh $USDJPY staring down the barrel till end of Sept already: Jul 30: MOF slams JPY 162 to 157 Jul 31: Bessent leaves Notepad to buy JPY; but sells EUR Aug 2-4: Bessent asks FED to extend FIMA repo lines above $60B, offering USD liquidity to MOF; pending FOMC ok Aug 3: Katayama (MOF) threatens more coming: Aug 27: Himino Speech Aug 28: FED's Warsh Jackson Hole Speech Aug 31: MOF to publish intervention size Aug 31-Sep 1: Bessent-Ueda Meet at G20 Sep 10: PPI Sep 11: CPI Sep 16: FOMC Sep 17-18: BOJ Meeting Sep 30: US Gov funding deadline
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basis risk continues to be sneaky xitter.cf/justinalick/status/199…
JUST IN: @Neutrl's yield stablecoin $sNUSD just dropped to $0.28
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looks rare
Osero App is almost here. Before it launches, we made something for the people who found us first. Osero Origin NFT. Available to claim for the next 72 hours ↓
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market is overexpecting fed hikes imo and is slowly realizing it. jackson hole will be critical for policy posturing and we can see minimal 'forward guidance' warsh has been hesitant to offer
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Justin Alick retweeted
3 hours out 🕐 DeFi Roundtable #38 goes live today at 1 PM ET. Perps flow from @perpsdotfun, options and vol from @ryskfinance, ecosystem growth from @BNBCHAIN, and institutional on-chain strategy from @D2_Finance. Grab a seat 👇 xitter.cf/i/spaces/1qKVmmjEVqdxB…

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