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Theta Gang is back 🔥
Brazil’s election surprise, Anthropic’s S-1 and a coiled BTC, all in one week
Greg Magadini is joined by @dlawant, @minus1_12 and @0x_tiago
1:40 Anthropic’s S-1: good for AI?
6:19 Who priced Brazil first?
12:18 What’s BTC vol pricing?
15:44 Implied vs realized vol?
17:17 Is vol cheap?
19:16 Does RFQ beat the screen?
25:52 Why are spreads priced better?
28:34 What’s GTA 6 got to do with vol?
Brazil’s election surprise, Anthropic’s S-1 and a coiled BTC, all in one week
Greg Magadini is joined by @dlawant, @minus1_12 and @0x_tiago
1:40 Anthropic’s S-1: good for AI?
6:19 Who priced Brazil first?
12:18 What’s BTC vol pricing?
15:44 Implied vs realized vol?
17:17 Is vol cheap?
19:16 Does RFQ beat the screen?
25:52 Why are spreads priced better?
28:34 What’s GTA 6 got to do with vol?
31:05