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drewg__'s profile
drew
drew
drew
@drewg__

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drew

@drewg__

electronic trading technologist, illiquid commodity futures enthusiast, hedge fund/HFT apologist, big idiot

NYC
Joined April 2009

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    1. George Pearkes‏ @pearkes Apr 14

      Is there any bull case for $COIN margins?

      4 replies 0 retweets 0 likes
      drew‏ @drewg__ Apr 14
      Replying to @pearkes

      Analysis cribbed from @HideNotSlide but they could just own literally every link in the value chain: custody, retail brokerage, exchange, prime brokerage, could buy out a miner, spin up a market maker, lots of green field

      1:51 PM - 14 Apr 2021
      • 2 Likes
      • Hide Not Slide George Pearkes
      2 replies 0 retweets 2 likes
        1. drew‏ @drewg__ Apr 14
          Replying to @drewg__ @pearkes @HideNotSlide

          But that's not a bull case for current margin as much as it is a bull case for growth writ large

          0 replies 0 retweets 1 like
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        1. George Pearkes‏ @pearkes Apr 14
          Replying to @drewg__ @HideNotSlide

          I'm going to lob that in to the "volume my guy" option, unfortunately there is a max of four.

          0 replies 0 retweets 3 likes
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