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jez (equity perps era)

@izebel_eth • 59,603 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

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 次观看

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 次观看

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

87,982 次观看

comfy in spot

comfy in spot

18,765 次观看

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 次观看

in japan (kansai) for october

in japan (kansai) for october

11,161 次观看

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a timelapse of crypto / ct

a timelapse of crypto / ct

jez (equity perps era)

1,376,992 次观看 • 2 年前

lighterliquid

lighterliquid

jez (equity perps era)

15,646 次观看 • 6 天前

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

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 次观看 • 1 个月前

back to regularly scheduled programming

back to regularly scheduled programming

jez (equity perps era)

25,121 次观看 • 14 天前

some thoughts on markets 1/🧵

some thoughts on markets 1/🧵

jez (equity perps era)

43,204 次观看 • 1 个月前

$420k $100 $17

$420k $100 $17

jez (equity perps era)

97,956 次观看 • 4 个月前

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

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

jez (equity perps era)

182,785 次观看 • 1 年前

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!

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 次观看 • 1 年前

inner monologue of a limit bid wall

inner monologue of a limit bid wall

jez (equity perps era)

71,010 次观看 • 1 年前

no im unprofitable and im a loser

no im unprofitable and im a loser

jez (equity perps era)

19,752 次观看 • 3 个月前

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

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

jez (equity perps era)

84,325 次观看 • 2 年前

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

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

jez (equity perps era)

44,275 次观看 • 1 年前

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

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 次观看 • 10 个月前

in this moment i am euphoric

in this moment i am euphoric

jez (equity perps era)

39,142 次观看 • 1 年前

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

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

jez (equity perps era)

29,658 次观看 • 1 年前

bulls 3 - 2 bears i am fully bullish now (i got to post this way quicker than i expected)

bulls 3 - 2 bears i am fully bullish now (i got to post this way quicker than i expected)

jez (blast era)

32,234 次观看 • 1 年前

did a lil rebalancing, from 100% spot exposed -> 80% not price driven, getting some more charizards and need the powder main positions are: 1/3 btc 1/3 hype 1/3 eth/mkr/aave

did a lil rebalancing, from 100% spot exposed -> 80% not price driven, getting some more charizards and need the powder main positions are: 1/3 btc 1/3 hype 1/3 eth/mkr/aave

jez (blast era)

27,774 次观看 • 1 年前

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

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

jez (blast era)

27,764 次观看 • 1 年前

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

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

jez (equity perps era)

14,151 次观看 • 6 个月前

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