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Broke: X will win Woke: Here are some arguments for why it would be best if X won, but idk, we'll see, things are messy

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Bespoke: I cannot predict the future so I am taking a probability-weighted approach to allocating my resources to give me coverage and upside in all likely scenarios given the information available to me today

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SBF

@SBF_FTX

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@cobie

ALL IN MAXIMIZES EV (not investment advice)

1:40 AM · Apr 4, 2021Twitter Web App

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Pamp it

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You need to stop hanging out with Tom Dwan so much 😂

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Ticker?

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$SRM!!!!

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I'm super jealous you got to interview/chat with Dwan. All-time poker hero of mine. Ugh.

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I am all about the 0.5X leverage you offer. That is sweet cause I am still playing the game but there is a nice cushion to buy more if it goes low.

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SBF to go on UpOnly plz

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I don't think so if prices are data. If your parameter estimates are uncertain, no-trade theorem applies and if your parameter estimates are confident then you might have an edge. If you're confident in future industry size only, then a basket of assets might be EV max.