boogecko's profile picture. Github: k26dr

Kedar Iyer

@boogecko

Github: k26dr

Lol this is hilarious. They're making crypto so big it's correlated to mortgages.

I underestimated how much exposure Fannie and Freddie ("F2") have to crypto, not on balance sheet, but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean. Forced liquidations and margin calls in crypto are leading to F2 share sales…



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We're in a silent recession. What I'm seeing: 1) Real estate struggling bad. None of my friends in this business are growing and many are going through very stressful situations trying to recap debt. 2) Home services are hungry. HVAC, plumbing, electrical in my area are slow…


Flows going the other way now. Wouldn't be surprised to see a wipeout.

$IBIT had worst day of outflows ever yesterday about half a billion. Ugly stretch, although YTD flows still at an astronomical +$25b (6th overall). All told $3.3b in total outflows past month from btc ETFs, which is 3.5% of aum.

EricBalchunas's tweet image. $IBIT had worst day of outflows ever yesterday about half a billion. Ugly stretch, although YTD flows still at an astronomical +$25b (6th overall). All told $3.3b in total outflows past month from btc ETFs, which is 3.5% of aum.


I want this AI bubble to end so I can go to the Bay Area and just sit there without worrying about someone making gobtons of money or whatever and that being more important than going hiking or something. 2022 was a great year to be in the Bay.


Think I want to create a hardware wallet that has support for all the shielded transactions


this seems to be all the rage right now among institutions. CDS on tech companies.

Saba Capital Management has recently increased the amount of credit default swaps on big tech firms it sells to banks as capital expenditures related to artificial intelligence infrastructure have increased debt #MacroEdge



Knicks feel good this year


Japan inflation rate is 2.9% while benchmark rate is at 0.5%. Yen is looking at some rate increases here.

Japan has higher inflation than China & India



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best places to live in america (undisputed) - scottsdale, az - south florida (OUTSIDE of brickell) - new york city - rich parts of cali: monterey, calabasas, hidden hills - dallas / austin, tx - puerto rico - salt lake city, ut - the nevada side of lake tahoe its impossible to…


No Bitcoin ETFs offer insurance against custody losses. If I had to price it myself I would say it is 3-5% but who knows. I doubt anyone would go lower than 2%.


Stock guys are annoying because the number barely ever goes down. Crypto is steeped in the culture of down. We have much better humor because of it.


How are you going to hand out stimulus at ATH? Congress will not approve


Govts should never cover a single student loan or mortgage again. Let all the rates go up or have banks refuse to lend against this collateral


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