I exited all of my PA crypto positions over the last week so I thought it might be interesting to look back over the last three months, what worked, what didn't, and what surprised me.
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Excellent writeup! Given the collapse in premiums, I was okay staying out of this one (as is my nature), doubt we'll see the same jump in the future given the folks primed to repeat when the curve steepens.pic.twitter.com/aLWrPSz38J
Yup agree, too many people aware of it and getting ready to pounce on the next one
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That's what I thought last time, and the time before that. Btw you can do the same, just opposite when there's backwardation. Consider futures to be based on perps (funding is the cost to carry) and a gauge for sentiment.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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