@convexity

Convexity Life

@convexity

Mod Reader Trader
Joined May 2026
31 Following 14 Followers
@convexity
Convexity Life Reader Trader @convexity · Jun 02, 07:06 AM
@convexity Options Monastery · Jun 02, 07:06 AM
Reader Trader
BTC below $70k. Will we see 50s or 40s? 
Is anyone here using data-driven forecasting models that estimate the probability of such price levels being reached?
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@convexity
Convexity Life Reader Trader @convexity · Jun 02, 05:48 AM
@convexity Options Monastery · Jun 02, 05:48 AM
Reader Trader
BTC nearly dipped below $70k today.
@convexity
Convexity Life Reader Trader @convexity · Jun 01, 09:05 AM
@convexity Options Monastery · Jun 01, 09:05 AM
Reader Trader
SPY is crushing it
@convexity
Convexity Life Reader Trader @convexity · May 31, 07:16 AM
@convexity Options Monastery · May 31, 07:16 AM
Reader Trader
Operation Blackout puts the U.S. government’s Bitcoin exposure in focus. The forfeiture case involved about 127,271 BTC, now worth roughly $9.4 billion and cited near $15 billion when DOJ filed its ac View full post
@convexity
Convexity Life Reader Trader @convexity · May 30, 08:59 AM
@convexity Options Monastery · May 30, 08:59 AM
Reader Trader
MicroStrategy’s $1.5B repurchase of its own convertible notes at an 8% discount (using cash) marks the first major buyback of its outstanding debt in the Bitcoin era. Analysts see it as a strategic sh View full post
@convexity
Convexity Life Reader Trader @convexity · May 29, 03:16 PM
@convexity Options Monastery · May 29, 03:16 PM
Reader Trader
FT Alphaville reports that quant firms are blending medium frequency and HFT strategies in the search for alpha.
open.substack.com
The big quant convergence
Also: Fantasy DMOing, AImaxxing, SpaceX, index shenanigans, prediction markets and the strange melancholy of slaying video game monsters
(Edited)
@convexity
Convexity Life Reader Trader @convexity · May 29, 12:08 PM
@convexity Options Monastery · May 29, 12:08 PM
Reader Trader
The relationship between supply shortfalls, 'demand destruction' and oil prices.
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@convexity
Convexity Life Reader Trader @convexity · May 29, 11:38 AM
@convexity Options Monastery · May 29, 11:38 AM
Reader Trader
On Wednesday, May 20, 2026, SpaceX revealed in its IPO filing that it holds 18,712 Bitcoin, valued at approximately $1.45 billion, confirming its position as one of the largest corporate Bitcoin holde View full post
1
@convexity
Convexity Life Reader Trader @convexity · May 29, 05:33 AM
@convexity Options Monastery · May 29, 05:33 AM
Reader Trader
Michael Burry: 
Yesterday I rolled my SOXX and QQQ puts at a debit, increasing my capital at risk in both cases. I executed both in roughly the same duration and strike range as previously disclosed. View full post
1
@convexity
Convexity Life Reader Trader @convexity · May 28, 12:51 PM
@convexity Options Monastery · May 28, 12:51 PM
Reader Trader
Solana is at 80.98 and it resolves in 1d 7h. Implied probability of 57% seems too high? quantguild
@convexity
Convexity Life Reader Trader @convexity · May 28, 04:27 AM
@convexity Options Monastery · May 28, 04:27 AM
Reader Trader
A perspective.
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2
@convexity
Convexity Life Reader Trader @convexity · May 27, 09:59 PM
@convexity Options Monastery · May 27, 09:59 PM
Reader Trader
Is it just me or do the oracle resolutions seem stuck?
2
@convexity
Convexity Life Reader Trader @convexity · May 27, 09:28 AM
@convexity Options Monastery · May 27, 09:28 AM
Reader Trader
This was close. What time do the contracts usually resolve?
@convexity
Convexity Life Reader Trader @convexity · May 26, 04:26 PM
@convexity Options Monastery · May 26, 04:26 PM
Reader Trader
What was your favorite RPG before Discourses?
4
@convexity
Convexity Life Reader Trader @convexity · May 20, 09:05 PM
@convexity Options Monastery · May 20, 09:05 PM
Reader Trader
In which QuantGuild YouTube video did you learn the most and why? What was your biggest insight?
Link to
www.youtube.com
@convexity
Convexity Life Reader Trader @convexity · May 20, 08:58 PM
@convexity Options Monastery · May 20, 08:58 PM
Reader Trader
30-year yields are at 20-year highs. Mortgage rates are rising. Credit card debt is at record levels. Inflation is picking up again.
It increasingly looks like the Fed is following the market, not lea View full post
polymarket.com
Fed rate hike in 2026?
$1,179,328 has traded on "Fed rate hike in 2026?" as of May 20, 2026. View real-time odds or trade on The World's Largest Prediction Market™
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