Pirates of Finance

NFT Momentum | The 0 DTE option gammageddon, Managed Futures, jump risk, and NFT liquidity cascades

Feb 24, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
NFT Yield Farming Is Coming Back
01:35 • 5min
3
The Top of Book Liquidity Doesn't Mean Anything Now
06:57 • 5min
4
The Zero DTE Volume Is Back, Right?
12:09 • 2min
5
Do You See Risk Potentially in Zero DTE Activity?
13:53 • 3min
6
Binary Options
16:46 • 3min
7
CTA's Are Going to Volatility Adjusted Liquidity?
19:37 • 2min
8
Is CTA Static Versus Active Risk Sizing?
22:01 • 3min
9
CTA's Are Long Ball?
25:19 • 3min
10
CTA's Are Long Low Frequency Ball and Short High Frequence Ball
28:17 • 3min
11
Trend-Selling Strategy: Negative Skew on a Daily Basis
30:51 • 2min
12
Catching Up on CTA's
32:52 • 2min
13
Is There a Replicator ETF?
35:17 • 5min
14
Did You Fulfill the Pirates Pinky Promise?
39:54 • 4min
15
Is Sharp Ratio Just Narrative?
43:43 • 2min
16
CTA Trend Followers
45:29 • 3min
17
Is Trend Following a Hedge to Inflationary Environments?
48:52 • 2min
18
VC Subsidizing Your Uber Ride
50:59 • 4min
19
Are You Paying Being Paid Enough?
54:54 • 3min
20
The Maker Taker Model Is Essentially a Market Maker Model
57:46 • 2min
21
Is Blur a Great Option Platform?
01:00:09 • 4min
22
What's Your Volatility Don't Get Destroyed, Right?
01:04:22 • 3min
23
The Blue Blur Is in Cahoots With the Whales
01:07:44 • 2min
24
Crypto Is the Speed Running Traditional Finance Markets, Right?
01:10:12 • 3min
25
Is the General Economy a Closed Loop Ponzi System?
01:13:38 • 3min
26
The Pirate Pinky Promise
01:16:15 • 2min