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Thanefield Capital Profile picture
Thanefield Capital
@ThanefieldCap
Proprietary quantitative trading firm Unofficial commentary @apes_prologue
Jerome Ku Profile picture 1 subscribed
Sep 2, 2022 • 12 tweets • 4 min read
Thanefield Capital Trading Desk
House Always Wins? - September 2nd, 2022

Since last update: BTC -16.7%, ETH -15.7%, stocks -7.3%, bonds -2.2% 1) The total crypto market has retraced more than half of its move off the lows in June, with positioning in BTC remaining generally anemic the whole time and ETH futures undergoing several cycles of crowding -> clearing as the merge (likely 11 days away) approaches.
Aug 11, 2022 • 8 tweets • 3 min read
Thanefield Capital Trading Desk
ETH in Vogue - August 11th, 2022

Since last update: BTC +1.6%, ETH +9.4%, large cap alts +10.8%, mid cap alts +4.6%, stocks +3.6%, bonds -1.3%, gold +1.8% 1) We left off our last update with a somewhat cautious tone in contrast to a crypto market coming out of its best run of the year (at least). This proved generally prescient with the total crypto market drawing back >5% and producing no returns for the following 12 days.
Jul 28, 2022 • 12 tweets • 4 min read
Thanefield Capital Trading Desk
March Reloaded? - July 28th, 2022

Since last update: BTC +18.0%, ETH +55.8%, large cap alts +26.9%, mid cap alts +19.8%, stocks +8.7%, bonds +2.5%, gold +2.7% Image 1) July is on track to be the best month for ETH since Jan 2021. What began as a predominately a short-squeeze (though rumors swirl of several funds allocating 9 figures to spot ETH) has begun to create a bit of an "everyone back in the pool" moment.
Jul 14, 2022 • 8 tweets • 3 min read
Thanefield Capital Trading Desk
Part Two - July 14th, 2022

Since last update: BTC +8.3%, ETH +15.5%, large cap alts +7.4%, mid cap alts +4.6%, stocks -0.7%, bonds -0.1%, gold -5.5% 1) From a broader view, most financial assets have posted their second two-week period in a row of all volatility and no drift, although a move in crypto (specifically ETH, and BTC) has brought out gains over the past two days, and implied vols have calmed.
Jun 9, 2022 • 12 tweets • 3 min read
Thanefield Capital Trading Desk
The Opener - June 9th, 2022

YTD: BTC -36.9%, ETH -52.5%, large cap alts -51.5%, mid cap alts -54.8%, stocks -14.5%, bonds -10.2%, gold +2.3% 1) Repeated 5% swings in BTC and ETH with no clear direction show the cost of trading large right now and are a symptom of near-record futures open interest (contracts) in both, but failure to follow through >$32K or <$28K means more frustration, more leverage, more refusal to