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jez (equity perps era)

@izebel_eth • 70,464 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

103,300 次观看

as we get closer to papertrade launch, im going to be putting out some thoughts on the platform and the launch itself over the next week or so if ppl have unanswered questions pls drop them below gl to us

as we get closer to papertrade launch, im going to be putting out some thoughts on the platform and the launch itself over the next week or so if ppl have unanswered questions pls drop them below gl to us

27,039 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

89,301 次观看

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

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

Sensitive content

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

comfy in spot

comfy in spot

19,624 次观看

in japan (kansai) for october

in japan (kansai) for october

11,171 次观看

Videos

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a timelapse of crypto / ct

a timelapse of crypto / ct

jez (equity perps era)

1,381,950 次观看 • 2 年前

my positions back at my entry for the 5th week in a row

my positions back at my entry for the 5th week in a row

jez (equity perps era)

38,683 次观看 • 2 个月前

$420k $100 $17

$420k $100 $17

jez (equity perps era)

112,564 次观看 • 9 个月前

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 • 6 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)

183,884 次观看 • 1 年前

sol maxis vs the avg eth user

sol maxis vs the avg eth user

jez (equity perps era)

286,753 次观看 • 2 年前

some thoughts on markets 1/🧵

some thoughts on markets 1/🧵

jez (equity perps era)

43,204 次观看 • 6 个月前

inner monologue of a limit bid wall

inner monologue of a limit bid wall

jez (equity perps era)

78,087 次观看 • 1 年前

back to regularly scheduled programming

back to regularly scheduled programming

jez (equity perps era)

25,525 次观看 • 5 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)

98,298 次观看 • 2 年前

lighterliquid

lighterliquid

jez (equity perps era)

15,939 次观看 • 4 个月前

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

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 次观看 • 2 年前

no im unprofitable and im a loser

no im unprofitable and im a loser

jez (equity perps era)

19,921 次观看 • 8 个月前

"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