NFT Momentum | The 0 DTE option gammageddon, Managed Futures, jump risk, and NFT liquidity cascades
Feb 24, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 2min
NFT Yield Farming Is Coming Back
01:35 • 5min
The Top of Book Liquidity Doesn't Mean Anything Now
06:57 • 5min
The Zero DTE Volume Is Back, Right?
12:09 • 2min
Do You See Risk Potentially in Zero DTE Activity?
13:53 • 3min
Binary Options
16:46 • 3min
CTA's Are Going to Volatility Adjusted Liquidity?
19:37 • 2min
Is CTA Static Versus Active Risk Sizing?
22:01 • 3min
CTA's Are Long Ball?
25:19 • 3min
CTA's Are Long Low Frequency Ball and Short High Frequence Ball
28:17 • 3min
Trend-Selling Strategy: Negative Skew on a Daily Basis
30:51 • 2min
Catching Up on CTA's
32:52 • 2min
Is There a Replicator ETF?
35:17 • 5min
Did You Fulfill the Pirates Pinky Promise?
39:54 • 4min
Is Sharp Ratio Just Narrative?
43:43 • 2min
CTA Trend Followers
45:29 • 3min
Is Trend Following a Hedge to Inflationary Environments?
48:52 • 2min
VC Subsidizing Your Uber Ride
50:59 • 4min
Are You Paying Being Paid Enough?
54:54 • 3min
The Maker Taker Model Is Essentially a Market Maker Model
57:46 • 2min
Is Blur a Great Option Platform?
01:00:09 • 4min
What's Your Volatility Don't Get Destroyed, Right?
01:04:22 • 3min
The Blue Blur Is in Cahoots With the Whales
01:07:44 • 2min
Crypto Is the Speed Running Traditional Finance Markets, Right?
01:10:12 • 3min
Is the General Economy a Closed Loop Ponzi System?
01:13:38 • 3min
The Pirate Pinky Promise
01:16:15 • 2min