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jez (equity perps era)

@izebel_eth • 60,129 subscribers

i must not fomo. fomo is the mind-killer. inbounds: @cascaintern Extremely Online thoughts: https://t.co/VzloBwmpNi water build | https://t.co/oHmwh3yRXc

Shorts

a bad long loses money as everyone gets poor anyway but a bad short makes u poor while everyone else gets rich a lot of bottom shorters silently going thru this today, deserved, fuck bears

a bad long loses money as everyone gets poor anyway but a bad short makes u poor while everyone else gets rich a lot of bottom shorters silently going thru this today, deserved, fuck bears

102,730 views

max deposited 100% llp on two accounts, and 25% on my third w/ my remaining 75% of that acct am playing around, getting liqd is an acceptable scenario here short aster @ 1.88 spot positions unchanged gl to me

max deposited 100% llp on two accounts, and 25% on my third w/ my remaining 75% of that acct am playing around, getting liqd is an acceptable scenario here short aster @ 1.88 spot positions unchanged gl to me

89,301 views

over time, ive come to understand the persistent equity risk premium as a combination of two factors: 1 - the denominator (USD) is going to zero at some annual rate*, which reflects into price "growth" over time 2 - the fundamentals (USD-based) are also inflating, allowing for consistent revenue growth, which then justifies the price growth above by holding assets, you capture these tailwinds while exposing yourself to market risk - macro risk, sector risk, founder risk etc by selling when risk is pronounced, you internalize that risk downside this war too shall pass, spot and chill

over time, ive come to understand the persistent equity risk premium as a combination of two factors: 1 - the denominator (USD) is going to zero at some annual rate*, which reflects into price "growth" over time 2 - the fundamentals (USD-based) are also inflating, allowing for consistent revenue growth, which then justifies the price growth above by holding assets, you capture these tailwinds while exposing yourself to market risk - macro risk, sector risk, founder risk etc by selling when risk is pronounced, you internalize that risk downside this war too shall pass, spot and chill

36,903 views

i think tmrw ill start posting old war stories, ct equivalent of touching grass while spot and (not rly) chilling

i think tmrw ill start posting old war stories, ct equivalent of touching grass while spot and (not rly) chilling

23,912 views

comfy in spot

comfy in spot

18,765 views

imho the next leg of hype pa will be driven by +ev opportunities on hyperevm, as ppl who have faded the exchange are forced to buy to participate

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imho the next leg of hype pa will be driven by +ev opportunities on hyperevm, as ppl who have faded the exchange are forced to buy to participate

33,161 views

in japan (kansai) for october

in japan (kansai) for october

11,169 views

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a timelapse of crypto / ct
4:05
izebel_eth's profile picture

a timelapse of crypto / ct

jez (equity perps era)

1,379,369 views • 2 years ago

my application has two parts: one - a video of me folding two - i will teach you about the non-scammy side of crypto if you teach me a bit of poker
2:46
izebel_eth's profile picture

my application has two parts: one - a video of me folding two - i will teach you about the non-scammy side of crypto if you teach me a bit of poker

jez (equity perps era)

73,482 views • 3 months ago

$420k $100 $17
0:24
izebel_eth's profile picture

$420k $100 $17

jez (equity perps era)

97,956 views • 6 months ago

fuck you, higher your biggest risk is being underallocated to the industry you log onto everyday
4:40
izebel_eth's profile picture

fuck you, higher your biggest risk is being underallocated to the industry you log onto everyday

jez (equity perps era)

182,823 views • 1 year ago

some thoughts on markets 1/🧵
0:25
izebel_eth's profile picture

some thoughts on markets 1/🧵

jez (equity perps era)

43,204 views • 3 months ago

back to regularly scheduled programming
0:35
izebel_eth's profile picture

back to regularly scheduled programming

jez (equity perps era)

25,525 views • 2 months ago

lighterliquid
0:33
izebel_eth's profile picture

lighterliquid

jez (equity perps era)

15,939 views • 1 month ago

think a lot of ppl have only seen me bearish i am cautiously bullish rn, think the big 4 year cycles are compressed because of etf flows and were just getting smaller rotations within alts because of that i will post the second half of this clip if/when we resolve up fighting!
2:17
izebel_eth's profile picture

think a lot of ppl have only seen me bearish i am cautiously bullish rn, think the big 4 year cycles are compressed because of etf flows and were just getting smaller rotations within alts because of that i will post the second half of this clip if/when we resolve up fighting!

jez (blast era)

72,307 views • 1 year ago

inner monologue of a limit bid wall
1:33
izebel_eth's profile picture

inner monologue of a limit bid wall

jez (equity perps era)

71,010 views • 1 year ago

the best fumbles make you feel something happy one year anniversary to this one
0:36
izebel_eth's profile picture

the best fumbles make you feel something happy one year anniversary to this one

jez (equity perps era)

84,449 views • 2 years ago

i have capitulated on defi, the emea expedition was nothing but an underperformance sandwich BTC, HYPE and CHARIZARDS
0:58
izebel_eth's profile picture

i have capitulated on defi, the emea expedition was nothing but an underperformance sandwich BTC, HYPE and CHARIZARDS

jez (equity perps era)

44,275 views • 1 year ago

no im unprofitable and im a loser
0:25
izebel_eth's profile picture

no im unprofitable and im a loser

jez (equity perps era)

19,752 views • 5 months ago

the group chat capitulating 1 by 1 on the shitcoin they said they'd ride or die together Igor Lenterman maffs Noura Del Rey ZachXBT
2:51
izebel_eth's profile picture

the group chat capitulating 1 by 1 on the shitcoin they said they'd ride or die together Igor Lenterman maffs Noura Del Rey ZachXBT

jez (equity perps era)

65,922 views • 2 years ago

i met the Dexari team last september in singapore, before all the post-tge hype around hl we (Will Price blurr) funded the entire preseed ~3 days later and helped design the mobile trading experience we wanted i rarely hard shill like this, but this is a product i backed, believe in, and personally use now try it out on ios or android today
0:52
izebel_eth's profile picture

i met the Dexari team last september in singapore, before all the post-tge hype around hl we (Will Price blurr) funded the entire preseed ~3 days later and helped design the mobile trading experience we wanted i rarely hard shill like this, but this is a product i backed, believe in, and personally use now try it out on ios or android today

jez (equity perps era)

30,983 views • 11 months ago

in this moment i am euphoric
1:36
izebel_eth's profile picture

in this moment i am euphoric

jez (equity perps era)

39,142 views • 1 year ago

"it is the biggest ponzi scheme you could ever imagine" yes, that is kinda the point
2:30
izebel_eth's profile picture

"it is the biggest ponzi scheme you could ever imagine" yes, that is kinda the point

jez (equity perps era)

29,658 views • 1 year ago

not usual style, but was a proud investor in edc korea 2025 just wish i coulda gone
0:49
izebel_eth's profile picture

not usual style, but was a proud investor in edc korea 2025 just wish i coulda gone

jez (blast era)

27,764 views • 1 year ago

guys, even if we end up losing, lets play without regrets
2:17
izebel_eth's profile picture

guys, even if we end up losing, lets play without regrets

jez (equity perps era)

14,151 views • 8 months ago