Kelly Greer @kellyjgreer Twitter profile

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Kelly Greer

@kellyjgreer

2 years

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Kelly Greer

@kellyjgreer

10 months

ANNOUNCING MY SERIES B 🚀 after a recent rug pull by a non-strategic partner, it’s time to announce my Series B Raise (Relationship)👇

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Kelly Greer

@kellyjgreer

7 months

#Bitcoin options just surpassed peak open interest from 2021 👀 enforcing our thesis that watching options flows and positioning is increasingly important

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Kelly Greer

@kellyjgreer

1 month

#btc ETF holders just dropped - not final, will see this expand over next 30 days IBIT:

Kelly Greer

@kellyjgreer

2 months

45 days after the end of Q1 we will have look thru into btc etf holders from 13f filings 🍵

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Kelly Greer

@kellyjgreer

7 months

post expiry updates: -Friday saw $2.75b ntl of $BTC options expire on deribit. OI remains at 2021 levels at $12.5b, most OI lies in Dec23 calls followed by Nov23 calls. -strikes: latest below h/t @Amberdataio . last week saw calls rolled out (h/t @tradeparadigm ) and thus top

Kelly Greer

@kellyjgreer

7 months

this has played out. some notes: -short gamma is still in effect up to 40k, but remember it works both ways and can reinforce selling on the way down if spot takes a breather -vol and call skew have been in demand (charts) so call spreads still make sense if adding exposure

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Kelly Greer

@kellyjgreer

3 months

it’s happening again bullish options positions building around a strike, in november it was 40k, now its 50k apr-june 50-75k calls have been printing, 2k #btc traded in past 2hrs options markets on number go up mode

Meltem Demirors

@Melt_Dem

6 months

@CoinSharesCo @galaxyhq @TheBlock__ @Oppenheimer @CashApp 15/ if we look at options, the market is bullish x-axis is strike prices in increasing order, orange bars are call volume (bet that BTC go up), blue bars are put volume (bet that BTC go down) orange > blue, more money is betting BTC up v BTC down

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Kelly Greer

@kellyjgreer

6 months

#btc gamma exposure has tripled 👀almost $60m to buy on 1% moves higher (and sell on moves lower) at peak gamma (we’re not quite there, but its in sight), up from $20m earlier in this thread 38k is the new 30k, can she do it?

Kelly Greer

@kellyjgreer

6 months

#btc on gas through 37k and flows in futures and options are definitively constructive: - CME Futures OI passed 100k BTC for the first time ever. Nov Basis is trading at roughly 20% - Implied vols are up across the curve with calls in demand, reflected in higher skew with BTC

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Kelly Greer

@kellyjgreer

8 months

when i left jpm they sent me my stock on a paper certificate (lol) which i took to a branch. they told me to mail it back to the very office that sent it to me. i mailed it, and weeks later they returned it because a signature was misplaced. so now i self custody my bank equity…

Watcher.Guru

@WatcherGuru

8 months

JUST IN: JPMorgan says Ethereum has been disappointing since its Shanghai upgrade.

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Kelly Greer

@kellyjgreer

1 year

if you're 12-30 years old and your main circle isn't discussing -eth staking unlocks -EIP4844 -eigenlayer -if your monetary system should be deflationary -artblocks -the milady world order then it's time to find a new circle

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Kelly Greer

@kellyjgreer

2 years

men will literally criticize @isabelleboemeke ted talk bio instead of going to therapy

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Kelly Greer

@kellyjgreer

3 months

#btc options leading the market again 🥹 calls rolling up from 50k to 60k w spot ripping thru low 50s (1) gamma: $17m to buy on 1% moves higher here. we ripped thru peak level at 50k which saw $25m to buy on 1% moves (2) etf inflows + options positioning = the spice must flow

Kelly Greer

@kellyjgreer

3 months

it’s happening again bullish options positions building around a strike, in november it was 40k, now its 50k apr-june 50-75k calls have been printing, 2k #btc traded in past 2hrs options markets on number go up mode

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Kelly Greer

@kellyjgreer

6 months

#btc on gas through 37k and flows in futures and options are definitively constructive: - CME Futures OI passed 100k BTC for the first time ever. Nov Basis is trading at roughly 20% - Implied vols are up across the curve with calls in demand, reflected in higher skew with BTC

Kelly Greer

@kellyjgreer

7 months

post expiry updates: -Friday saw $2.75b ntl of $BTC options expire on deribit. OI remains at 2021 levels at $12.5b, most OI lies in Dec23 calls followed by Nov23 calls. -strikes: latest below h/t @Amberdataio . last week saw calls rolled out (h/t @tradeparadigm ) and thus top

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Kelly Greer

@kellyjgreer

2 years

Galaxy Digital Sales & Trading are hiring! We’re looking for analysts and summer interns who love: crypto, markets, trading, talking to clients, and other niche interests (such as: foraging, lego building, cinema). DM if you want to work with us!

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Kelly Greer

@kellyjgreer

2 years

“consumers don’t need another price increase from a guy like me.” take a moment for @DrinkAriZona , long time endorsers of number stay flat technology

Jeff Bercovici

@jeffbercovici

2 years

"I don’t want to do what the bread guys and the gas guys and everybody else are doing," Don Vultaggio, the 70-year-old, 6-foot-8 founder and chairman of AriZona said. "Consumers don’t need another price increase from a guy like me."

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Kelly Greer

@kellyjgreer

28 days

tell me you’re a bitcoiner without telling me you’re a bitcoiner

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Kelly Greer

@kellyjgreer

3 months

#bitcoin futures OI is nearing ATH 👀but here’s why it’s NOT a top signal.. instead it tells a story of a growing asset class: -CME dominance = sophisticated hedging, not degen longs (they post CASH margin & have an FCM acct) -increasingly used by ETF APs to hedge -rip FTX

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Kelly Greer

@kellyjgreer

3 months

the options say we havent topped 4200 #btc of calls w strikes 64-80k went thru the market past 24 hours, atm vol and call skew up across all maturities (adding long exposure)

Kelly Greer

@kellyjgreer

3 months

#btc options leading the market again 🥹 calls rolling up from 50k to 60k w spot ripping thru low 50s (1) gamma: $17m to buy on 1% moves higher here. we ripped thru peak level at 50k which saw $25m to buy on 1% moves (2) etf inflows + options positioning = the spice must flow

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Kelly Greer

@kellyjgreer

8 months

SERIES B UPDATE: The diligence process is exhausting, so I’m outsourcing: @BoysClubWorld will run an Onchain Bachelor contest via @jokerace_xyz . We will use the takeaways to improve the dating process through a new project: - sign up on the landing page.

PITCHME

www.pitchmedemo.com

Kelly Greer

@kellyjgreer

10 months

ANNOUNCING MY SERIES B 🚀 after a recent rug pull by a non-strategic partner, it’s time to announce my Series B Raise (Relationship)👇

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Kelly Greer

@kellyjgreer

6 months

🌽 aggregated btc futures OI is roughly $100m lower than when we were at $38k, love to see bullish px that isn’t driven by a rising OI

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Kelly Greer

@kellyjgreer

2 months

Cowswap said a quiet thing out loud 👀

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Kelly Greer

@kellyjgreer

2 months

the global wine supply glut causing farmers to pack up their vineyards. save the farmers everyone drink some wine this weekend

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Kelly Greer

@kellyjgreer

2 years

cmon guys

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Kelly Greer

@kellyjgreer

3 months

fear is the mind killer we havent seen a bullish print this size in a while in eth. traded friday, already in the money. u love to see it

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Kelly Greer

@kellyjgreer

2 years

why generative art nfts are outperforming and why this is just the beginning:

NFTstats.eth

@punk9059

2 years

so Art Blocks have returned.....

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Kelly Greer

@kellyjgreer

2 years

I told @thomasp85 I would buy a Screens after he gave me a @0xDecaArt mint code, a promise is a promise 🤝

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Kelly Greer

@kellyjgreer

6 months

can we, as a community, agree to replace the norman rockwell meme with this moving forward. please and thank u

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Kelly Greer

@kellyjgreer

5 months

being nice to strangers is the most based, easiest thing you can do to improve your day to day vibes (and theirs)

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Kelly Greer

@kellyjgreer

2 months

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Kelly Greer

@kellyjgreer

6 months

first date idea. we meet for drinks on friday night. you go to the bathroom, i check my phone and see a stablecoin is depegging. you return, and i tell you i have to go home.

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Kelly Greer

@kellyjgreer

2 years

did some technical analysis

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Kelly Greer

@kellyjgreer

10 months

Maker did the thing

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Kelly Greer

@kellyjgreer

7 months

we made it to negative gamma territory which no doubt helped fuel the run to 30k. latest below shows #btc for desks to buy on a 1% spot move higher (and sell on a move lower). things get even spicier as we approach 32k 👀 vol and call skew are higher so look at callspreads if

Kelly Greer

@kellyjgreer

7 months

dynamics in this thread cont to play out this week -btc calls cont to be in demand -eth calls cont to be supplied illustrated by BTC ATM IV 8V > ETH (up from flat in late September) yesterdays btc rush gave us a small taste of how short gamma will unfold at 30k (top OI, chart

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Kelly Greer

@kellyjgreer

3 months

got me looking deribit options say 41% prob btc ends the year > 100k (delta of the dec 100k call) 👀 higher

nic carter

@nic__carter

3 months

someone who knows options implied odds weigh in here. peter is giving profplum 5-1 odds that bitcoin won't tap 100k sometime in 2024. @VeloData ser

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Kelly Greer

@kellyjgreer

2 months

#btc funding rates are still on the floor, spot is +5% someones buying coins

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Kelly Greer

@kellyjgreer

2 years

dear men, what is preventing your twitter profile from looking like this

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Kelly Greer

@kellyjgreer

5 months

musings into the biggest #btc options expiry to date next friday -175k btc of options expire on deribit on 12/29, which account for half of existing open interest. 60% are calls / 40% puts -can backout from difference in Dec/Jan gamma positioning that most of these Dec are

Kelly Greer

@kellyjgreer

6 months

#btc gamma exposure has tripled 👀almost $60m to buy on 1% moves higher (and sell on moves lower) at peak gamma (we’re not quite there, but its in sight), up from $20m earlier in this thread 38k is the new 30k, can she do it?

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Kelly Greer

@kellyjgreer

5 months

can you feel the eth gamma anon? approx 10k eth mar 2.8k and 3k calls just printed since 10/2 when short calls ruled the eth markets, market has bot eth options leaving us in short gamma. $10m spot to buy/sell on up/down moves here

Kelly Greer

@kellyjgreer

8 months

pronounced market structure divergence in btc and eth options dealers heavily short btc gamma vs long eth this will cause pronounced price moves in btc and suppression in eth particularly as we move higher in btc spot

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Kelly Greer

@kellyjgreer

2 years

i don't know who needs to hear this but when you buy generative art you're not buying a jpeg, you're buying an instance of code that renders an image

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Kelly Greer

@kellyjgreer

6 months

mentally, physically, spiritually, i cannot comprehend wire transfers

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Kelly Greer

@kellyjgreer

1 year

what drives asset prices

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Kelly Greer

@kellyjgreer

4 months

explaining this to my friends as bitcoin’s bat mitzvah

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Kelly Greer

@kellyjgreer

8 days

STATE OF WISCONSIN INVESTMENT BOARD BOUGHT $99M OF ISHARES BITCOIN ETF: 13F

Kelly Greer

@kellyjgreer

1 month

#btc ETF holders just dropped - not final, will see this expand over next 30 days IBIT:

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Kelly Greer

@kellyjgreer

5 months

happy new year friends

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Kelly Greer

@kellyjgreer

10 months

@DavidSacks @theallinpod saw you guys parked in brookfield place

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Kelly Greer

@kellyjgreer

3 months

she's back baby (the hong kong standard time crypto bid)

Kelly Greer

@kellyjgreer

5 months

the asia bid, is it back? 2023: asia was the smallest contributor to #btc gains (1) - posting 1/3 of the US its started to outpace europe past 3 months (2) & last night gave us a glimpse a bullish asia with a 3% rip -> asia is turning back to btc as Xi is telling you the

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Kelly Greer

@kellyjgreer

4 months

this is why you can’t trust the government

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Kelly Greer

@kellyjgreer

2 years

. @artblocks_io coming to life 🪩

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Kelly Greer

@kellyjgreer

2 months

JPM wrote a report stating #btc could go to 42k post halving bc the halving will negatively impact miner profitability ⁃ Will some miners be forced to sell more of their stack? Yes, but a small subset ⁃ Is JPM fudding a historically positive price event for BTC? also Yes

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Kelly Greer

@kellyjgreer

8 months

pronounced market structure divergence in btc and eth options dealers heavily short btc gamma vs long eth this will cause pronounced price moves in btc and suppression in eth particularly as we move higher in btc spot

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Kelly Greer

@kellyjgreer

6 months

first date idea. you come watch @Melt_Dem and me talk about bitcoin at the one and only @PubKey_NYC .

Login to Meetup | Meetup

Not a Meetup member yet? Log in and find groups that host online or in person events and meet people in your local community who share your interests.

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Kelly Greer

@kellyjgreer

6 months

first date idea. we meet for drinks on friday night. you go to the bathroom, i check my phone and see a stablecoin is depegging. you return, and i tell you i have to go home.

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Kelly Greer

@kellyjgreer

2 years

jillian

@jilliannewmyer

2 years

Hot people like nuclear energy, sorry I don’t make the rulez

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Kelly Greer

@kellyjgreer

2 months

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Kelly Greer

@kellyjgreer

5 months

salut to the 44k call buyer 1400 #btc of 44k-47k calls traded past 24h, around 1/3 were 44ks (1) we’re still 160k btc worth of options open interest lower post Dec expiry (2), a lot of which were in the money calls, prob expect to see more call buying activity this week

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Kelly Greer

@kellyjgreer

1 year

@parkerjayp @catholicguilter KDog will bounce back

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Kelly Greer

@kellyjgreer

8 months

more on btc gamma after qs on if gamma hedging is significant past month, $800m ntl of btc calls (oct-dec) were bought thru @tradeparadigm this shows in OI by strike and maturity can estimate dealers will buy approx $100m btc in a move thru 30k and $400m thru 35k

Kelly Greer

@kellyjgreer

8 months

pronounced market structure divergence in btc and eth options dealers heavily short btc gamma vs long eth this will cause pronounced price moves in btc and suppression in eth particularly as we move higher in btc spot

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Kelly Greer

@kellyjgreer

2 years

@TheStalwart Fiat industry needs to consolidate. To start, I propose a merger of Morgan Stanley and JP Morgan, Credit Suisse and Credit Agricole, Blackrock and Blackstone, the Royal Bank of Canada and the Royal Bank of Scotland

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Kelly Greer

@kellyjgreer

2 years

Just working, you? @glxyresearch

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Kelly Greer

@kellyjgreer

6 months

Jan 3 2009: Bitcoin Genesis Block Dec 6 2013: Dogecoin Genesis Block Satoshi walked so that dogs could run happy 10th birthday to doge 💗🐕

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Kelly Greer

@kellyjgreer

4 months

“chinese locals historically invested in real estate instead of stocks but the real estate market is imploding so now they might buy crypto coins and their BTC ETF process is heating up while Xi tries to stimulate their risk assets”

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Kelly Greer

@kellyjgreer

5 months

the asia bid, is it back? 2023: asia was the smallest contributor to #btc gains (1) - posting 1/3 of the US its started to outpace europe past 3 months (2) & last night gave us a glimpse a bullish asia with a 3% rip -> asia is turning back to btc as Xi is telling you the

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Kelly Greer

@kellyjgreer

7 months

this has played out. some notes: -short gamma is still in effect up to 40k, but remember it works both ways and can reinforce selling on the way down if spot takes a breather -vol and call skew have been in demand (charts) so call spreads still make sense if adding exposure

Kelly Greer

@kellyjgreer

7 months

we made it to negative gamma territory which no doubt helped fuel the run to 30k. latest below shows #btc for desks to buy on a 1% spot move higher (and sell on a move lower). things get even spicier as we approach 32k 👀 vol and call skew are higher so look at callspreads if

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Kelly Greer

@kellyjgreer

10 months

one of my takeaways from ETHCC: @CeloOrg is based

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Kelly Greer

@kellyjgreer

3 months

i dont write the rules

Kelly Greer

@kellyjgreer

3 months

it’s happening again bullish options positions building around a strike, in november it was 40k, now its 50k apr-june 50-75k calls have been printing, 2k #btc traded in past 2hrs options markets on number go up mode

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Kelly Greer

@kellyjgreer

2 years

Prayers by @pointline_ , 2022 loved this display. seeing Iskra IRL hit different after engaging with her work on @fx_hash_ - the discourse between collectors and artists is unmatched there, creating a totally new sense of intimacy between artists and collectors. thank you @ciphrd

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Kelly Greer

@kellyjgreer

3 months

elite revenge arc if whoever wrote this got rejected from soho house for working in finance or knowing math

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Kelly Greer

@kellyjgreer

7 months

last week options ATH, this week: asset manager net positioning in #Bitcoin cme futures closing in on ATH 👀 good tweet from @EricBalchunas this weekend on BITO trading strong volumes last week.

Eric Balchunas

@EricBalchunas

7 months

Notable: $BITO traded $1.7b last week, 2nd biggest week since its wild WEEK ONE. $GBTC did $800m. That's $2.5b (top 1% among ETFs) into two less desirable methods (vs spot) for exposure = while we think spot ETFs unlikely to set records on DAY ONE, clearly there's an audience

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Kelly Greer

@kellyjgreer

8 months

series 30 passed, sorry to my haters might get my drivers license next

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Kelly Greer

@kellyjgreer

4 months

eth +3% today, overwriter unwound around 20% of his position this morning in feb expiry back to days of spot + vol + if unwinding continues

Kelly Greer

@kellyjgreer

4 months

overwritoor is now short over 200k #eth calls/spreads/calendars, close to max size from last year. eth vols -20v in past 10 days, could be the bottom here

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Kelly Greer

@kellyjgreer

1 month

gold is ripping ath while gold etfs see outflows the market is stacking physical gold you kinda love to see it

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Kelly Greer

@kellyjgreer

2 years

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Kelly Greer

@kellyjgreer

5 months

new morning mantra just dropped

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Kelly Greer

@kellyjgreer

2 years

@smol_elon

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Kelly Greer

@kellyjgreer

8 months

someone cancelled a meeting because they dont own an umbrella and i absolutely love the honesty

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Kelly Greer

@kellyjgreer

3 months

60k BITCORN

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Kelly Greer

@kellyjgreer

3 months

bitcoin simply does not care about inflation prints this week spx left vs #btc right after the strong ppi # amazing

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Kelly Greer

@kellyjgreer

4 months

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Kelly Greer

@kellyjgreer

6 months

two things i know for certain 1. 38k is the new 30k 2. i am going to get my driver’s license

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Kelly Greer

@kellyjgreer

9 months

i have a crush on a country made of volcanos and glaciers where mosquitos don’t exist and tap water isn’t chlorinated the president is 55 years old chocolate mousse is ubiquitous on menus energy is 100% renewable and the genpop worship mythical elves love you iceland

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Kelly Greer

@kellyjgreer

7 months

fr fr

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Kelly Greer

@kellyjgreer

2 months

45 days after the end of Q1 we will have look thru into btc etf holders from 13f filings 🍵

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Kelly Greer

@kellyjgreer

1 year

interest in the discount window going parabolic, led by DC ♻️

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Kelly Greer

@kellyjgreer

6 months

how many girls in the world have to reschedule their thanksgiving flight because of Binance?

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Kelly Greer

@kellyjgreer

4 months

friendly reminder 👀👀 equities settle t+1 so bitcoin transfers from/to issuers are likely for previous business day share activity and spot transactions

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Kelly Greer

@kellyjgreer

11 months

@TheStalwart @mattyklein_ when the financials of your lunch spot are audited 🚩🚩🚩

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Kelly Greer

@kellyjgreer

2 years

while we’re talking points of failure seems like a good time to remind that a majority of nfts rely on a centralized server to store data. @RtClick_Save

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Kelly Greer

@kellyjgreer

3 months

great thread from alex on why we arent topping. in addition to these indicators pls look no further than the dog indicator. we are not at the top until the dogs run.

Alex Thorn

@intangiblecoins

3 months

Why We Aren't (S)Topping (for my first ever long X post, I'm releasing a note I sent early this this morning to Galaxy counterparties and clients) The sun hasn’t yet risen in NYC, but I know it will. From Galaxy HQ north of Battery Park, the Hudson River looks like a sea of

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Kelly Greer

@kellyjgreer

5 months

a bunch of 38k puts traded today 1445 #btc units Dec 29 expiry year end is for locking in gains - 1 week skew (25d) flipped to puts being more $$ than calls last week for first time since Oct (excluding a quick stint in Nov)

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Kelly Greer

@kellyjgreer

9 months

@netcapgirl neuroscientists have done studies on this recently

The Emotional Benefits of Wandering - WSJ

archived 1 Jan 2023 21:52:22 UTC

archive.ph

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Kelly Greer

@kellyjgreer

2 years

love this stat (on #Bitcoin ): despite a 23% YoY rise in network hashrate, energy usage is down 25% YoY due to an efficiency increase of 63% @glxyresearch

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Kelly Greer

@kellyjgreer

5 months

#btc options traders unbothered by a sell off market sold off -> market bought more upside than protection -> fud, still bullish, buy the dip etc

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Kelly Greer

@kellyjgreer

1 month

you’re playing crypto the game? me too, its called dexscreener

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Kelly Greer

@kellyjgreer

8 months

an X account where bank employees submit tales of the inefficiencies from the inside and account reposts would go hard. my submissions: -million to billion dollar otc derivative trades booked manually in a software system that said bear stearns on it 9+ years post banking crisis

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Kelly Greer

@kellyjgreer

5 months

goldman is out here with the rate cuts US starting in March, EU in April, significant stimulus in China, etc etc LIRP for the people

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Kelly Greer

@kellyjgreer

7 months

#eth deribit OI+10% since Friday after call buying flows: -10.6k Nov 2k-2.3k call spreads bot -2.25k Nov 2k calls bot -2.25k Dec 2.3k calls bot long gamma is decreasing w this. current (left) vs 10/30 (right) - as this flattens spot is less suppressed by dealer hedging

Kelly Greer

@kellyjgreer

8 months

pronounced market structure divergence in btc and eth options dealers heavily short btc gamma vs long eth this will cause pronounced price moves in btc and suppression in eth particularly as we move higher in btc spot

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Kelly Greer

@kellyjgreer

5 months

btw

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Kelly Greer

@kellyjgreer

4 months

overwritoor is now short over 200k #eth calls/spreads/calendars, close to max size from last year. eth vols -20v in past 10 days, could be the bottom here

Kelly Greer

@kellyjgreer

4 months

eth overwriter is back baby sold 25k Mar 2900 v 19Jan 2550 sold 10k 9Feb 2700 recall position was up to 200k+ in short calls in 2023 which suppressed eth volatility and price vs btc. if px doesnt rip expect this to continue building - could pressure eth/btc

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Kelly Greer

@kellyjgreer

6 months

absolute pleasure talking #btc market structure ln 🌽 @Melt_Dem dropping our slides, memes, and prep notes - lots of bullish datapoints across etf expectations, retail & institooootion activity, options data etc ty to the best hosts @_drewarmstrong_ @tpacchia @PubKey_NYC 💗

Meltem Demirors

@Melt_Dem

6 months

1/ quick notes and data points from the discussion @kellyjgreer and i had at @PubKey_NYC last night 'tis the season of the most hated rally - bitcoin is ripping and macro folks are not happy about it jamie dimon and elizabeth warren seem especially mad 😠 max cope incoming