cofounder @hypergambitx || 🎓 @gauntlet_xyz
Joined December 2023
- Tweets 2,171
- Following 830
- Followers 4,681
- Likes 5,998
186 Photos and videos
22h
time to see if my [perceived] ball knowledge translates here
- brazil need a statement win for the pride of the nation and doing so against morocco will boost their campaign
- scotland needs to pad GD against haiti to be within best 3rd place to advance
- turkey will want top spot [especially since US won 4-1 yesterday] to play a 3rd place team in ro32 --> turkey will come out aggressive kenan and arda will ball
6c seems underpriced
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Jun 12
with SPCX ipoing today, we can look back at the CBRS first day premiums on hyperliquid post-ipo
CBRS ipoed at 12:59 ET and premiums oscillated from 3% to -1.5%, converged to a slight premium eod and overnight
--> demand for cheap, high leverage [no options first day] >> ability to short / hedge [cannot locate shares]
would thus expect an even bigger avg prem on SPCX today
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Jun 12
or actually get paid to long because hedgers >> would be 0dters
gottaa factor in the 2T ipo val
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Jun 11
obviously ewy is 10% leading up to the opener
bearish if they lose tonight
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walter retweeted
if you are a market microstructure pervert like yours truly, here is a fun one:
$0194T0 (candlestick) is a 2x lev etf of $000660(orange line) which tends to behave pretty nicely, most of the time...
Jun 10
Trouble in leveraged single-stock ETF land, with one of the SK Hynix ETFs falling 27% as the underlying stock jumps 16%.
This is (just) one of the smaller ones.
bloomberg.com/news/articles/… by @sangmi_cha
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Jun 10
the cat clearly does have nine lives
ridiculous gap up on skhynix that cancels out the US collapse, again
Korea’s Meritz Securities: SK hynix ADR issuance timeline update and estimate
- SEC approval is imminent within June, and completion of the U.S. market listing could be possible by mid-August.
→ Even just catching up to Micron’s valuation could drive a sharp, explosive near-term move in the stock.
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Jun 9
it was only two months ago when everyone was scheming about oil rolls
US military: Centcom forces launched self-defense strikes against Iran at 5 p.m. ET today
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Jun 7
big whale
[now small] account
first perp trade and bets the entire stack
first perp trade and bets the entire stack
Jun 7
LMAO, yesterday I said Jensen or the SK president will save KOSPI on their Monday. Today, good news is coming our way before the market opens.
Most of the time, it’s not “news driving the market,” it’s “market structure will drive what news comes our way.” Or “what we can see”
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Jun 6
as reflected in sk hynix and samsung on HL being limit down
with an endless queue on the offer side waiting to get filled
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Jun 7
some daring souls have lifted all the offers
we await the impact of 7701 HK unwinding
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Jun 5
I forgot to add sk hynix to this noteworthy list
of course it happens on HL when the KRX is closed
Jun 4
the 120 top curse strikes again
micron joins btc, silver, oil, and intel
market cap bounced right off 1.2T
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Jun 4
the 120 top curse strikes again
micron joins btc, silver, oil, and intel
market cap bounced right off 1.2T
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May 30
every hype holder should be thanking kyle instead of hating on him
hype would def be trading lower without his vocal opposition
intense rivalry accelerates innovation
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May 29
pre-ipos continue to hit discovery bounds upon launch. QNT hit within 4 hrs
width/number of bounds increased to facilitate more expansive price discovery
for a variety of reasons, day 1 euphoria is now compressed into the pre-ipo launch, regardless of how big the name is
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May 27
in the summer, you are supposed to mow your lawn every couple of weeks
funding starting to creep negative
see you all back at 750b
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May 26
the kimchi premium has finally returned home
should have expected EM memory to be that bid relative to all other risk assets, even if you fade the hormuz news
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walter retweeted
May 23
Good morning my loves, happy Saturday. Sorry I've been quiet, obviously been busy, but thought it'd be nice to give you all the details on the multi-strategy absolute return program that experienced the 28% drawdown this year. (1/n)
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