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macrocephalopod's profile
macrocephalopod
macrocephalopod
macrocephalopod
@macrocephalopod

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macrocephalopod

@macrocephalopod

Paul Allen, Vice President M&A, Pierce & Pierce (Sie/Hir) | Vegan | Silence is Violence | Women’s Rights Are Human Rights | ACAB (Assigned Cephalopod At Birth)

Joined December 2020

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    1. Robot James  🤖 🏖‏ @therobotjames 19 Dec 2021

      Robot James  🤖 🏖 Retweeted Zhu Su  🔺

      This is a takehttps://twitter.com/zhusu/status/1472781720529567752 …

      Robot James  🤖 🏖 added,

      Zhu Su  🔺Verified account @zhusu
      I think we're not far from the moment of clarity for boomers which is that its riskier to not own crypto than to own it, thereby changing the very definition of "risk asset"
      10 replies 1 retweet 92 likes
    2. Lily.wav‏ @nope_its_lily 19 Dec 2021
      Replying to @therobotjames

      unfortunately it's not wrong, the longer rates are in the dumpster the more exotic forms of yield will become attractive

      2 replies 0 retweets 43 likes
    3. Lily.wav‏ @nope_its_lily 19 Dec 2021
      Replying to @nope_its_lily @therobotjames

      if you think about it from an aggregate risk perspective, it actually makes sense - if I have a 1% alloc to an asset that realizes a good 80-100+ vols yearly, I can actually carry (with proper rebal) less aggregate portfolio risk than a 10% alloc to a more reasonable but

      3 replies 0 retweets 19 likes
    4. Lily.wav‏ @nope_its_lily 19 Dec 2021
      Replying to @nope_its_lily @therobotjames

      risky asset class, especially in terms of crisis (since I'd expect largely comovement anyway) -- does it make sense to hold 10% of your private equity or 1% in crypto? /shrug

      1 reply 0 retweets 8 likes
      macrocephalopod‏ @macrocephalopod 20 Dec 2021
      Replying to @nope_its_lily @therobotjames

      The great thing about crypto is that downside risk is capped, you can never lose more than 100%

      4:52 AM - 20 Dec 2021
      • 35 Likes
      • emily justcool393 christopher cutolo David James DragonflyValue TheGrumblingHive Robot James 🤖🏖 cuckqueen Eli Williams
      6 replies 0 retweets 35 likes
        1. SL‏ @Long83 20 Dec 2021
          Replying to @macrocephalopod @nope_its_lily @therobotjames

          The question we should all be asking is: do we own enough wine to help balance out that variance from a crisis.

          0 replies 0 retweets 3 likes
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        1. miquel malaga‏ @miquel_malaga 20 Dec 2021
          Replying to @macrocephalopod @nope_its_lily @therobotjames

          Unless you owe some taxes along the way

          0 replies 0 retweets 1 like
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        1. New conversation
        2. Lily.wav‏ @nope_its_lily 20 Dec 2021
          Replying to @macrocephalopod @therobotjames

          Maybe you can’t

          1 reply 0 retweets 5 likes
        3. Doug Colkitt ( 🐊, 🐊)‏ @0xdoug 20 Dec 2021
          Replying to @nope_its_lily @macrocephalopod @therobotjames

          Challenge accepted

          0 replies 0 retweets 4 likes
        4. End of conversation
        1. nihilist trader‏ @NihilistTrader 20 Dec 2021
          Replying to @macrocephalopod @nope_its_lily @therobotjames

          sounds like a challenge. levering up on perp options, selling RRs... ... ...pic.twitter.com/G62ukfz3Dg

          0 replies 0 retweets 6 likes
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        1. sasuke ☀️420‏ @sasuke___420 20 Dec 2021
          Replying to @macrocephalopod @nope_its_lily @therobotjames

          at some exchanges you can sign contracts that let you sign up to be able to lose more than 100%

          0 replies 0 retweets 5 likes
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