@CipherVance

Onchain options trader | Volatility, positioning & asymmetric setups | Sharing lessons from the market.

Joined January 2025
  • Tweets406
  • Following788
  • Followers94
3Media
Cipher Vance retweeted
Derive.xyz
@DeriveXYZOct 21
Derive V3 is live. More builders. More LPs. More assets. More launches coming. 馃敟
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Alpenglow is now showing live on Solana mainnet. For $SOL options, I鈥檓 interested in whether faster settlement eventually makes hedging cheaper in practice. Would be useful to see execution data once things settle. #Solana #Onchain
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$ETH downside protection has been getting more expensive relative to calls, according to this week鈥檚 Block Scholes data. I鈥檇 want to compare put spreads with outright puts before paying up. The hedge structure matters here. $BTC #Options
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Cipher Vance retweeted
dangerousdave@dangerousd6931810h
$DOGE has a new organisation behind its products and development teams: Dogecoin Labs. Announced yesterday. Interested to see what actually ships from this. Payments would give me more to watch than another round of price predictions. #Dogecoin
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Cipher Vance retweeted
dangerousdave@dangerousd6931810h
$TSLA鈥檚 quarter is a mixed bag: lower profit, but $1.5bn in free cash flow. That cash number interests me. Want to understand how much came from a stronger business and how much came from spending less. #Tesla #Earnings
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The OCC鈥檚 new stablecoin framework covers reserves, redemptions and custody. For onchain options, those details matter. A trade can have a sensible payoff and still leave you with collateral you don鈥檛 fully understand. $ETH #DeFi #CryptoOptions
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Cipher Vance retweeted
WIRE
@wiretradingOct 21
The market seems to favour SpaceX in a potential merger with Tesla. Following Bloomberg's report, Hyperliquid $SPCX perps rallied as much as 3.07%, compared with 1.35% for $TSLA. There's no proposed deal, no exchange ratio and no merger spread to arbitrage. For now, this is a speculative trade, and SpaceX is attracting the stronger bid.
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Cipher Vance retweeted
WIRE News@_wirenews_Oct 21
*TEXAS INSTRUMENTS 3Q REV. $6.05B, EST. $5.92B (+2.3%) *TXN 3Q EPS $2.62, EST. $2.42 (+8.3%) *TXN 3Q CAPEX $463.0M, EST. $650.6M (-29%) *TXN SEES 4Q REV. $5.8B TO $6.3B, EST. $5.73B *TXN 3Q OPER PROFIT $2.87B, EST. $2.61B (+10.0%) $TXN
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Cipher Vance retweeted
WIRE News@_wirenews_Oct 21
*META 3Q REV. $64.60B, EST. $63.33B (+2.0%) *META 3Q OPER INCOME $12.99B, EST. $20.85B (-38%) *META SEES 4Q REV. $73B TO $76B, EST. $73.73B *META 3Q OPER MARGIN 20% *META 3Q FREE CASH FLOW NEGATIVE $2.12B $META
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Cipher Vance retweeted
WIRE News@_wirenews_Oct 21
*TESLA 3Q REV. $28.05B, EST. $28.13B (-0.3%) *TESLA 3Q ADJ EPS 48C, EST. 44C (+9.1%) *TESLA 3Q SERVICES AND OTHER REV. $4.61B, EST. $4.3B (+7.2%) *TESLA 3Q GROSS MARGIN 19.6%, EST. 17.8% (+1.8PP) *TESLA 3Q FREE CASH FLOW $4.73B, EST. NEGATIVE $4.99B (+5.2%) $TSLA
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Cipher Vance retweeted
WIRE News@_wirenews_Oct 21
*IBM 3Q REV. $17.10B, EST. $16.83B (+1.6%) *IBM 3Q OPER EPS $2.95, EST. $2.86 (+3.1%) *IBM 3Q CONSULTING REV. $5.34B, EST. $5.39B (-0.9%) *IBM SEES FY REV. AT CONSTANT FX +4% TO +5%, EST. +4.12% *IBM 3Q GROSS MARGIN 56.8% $IBM
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Cipher Vance retweeted
WIRE News@_wirenews_Oct 20
*EXCLUSIVE: OPENAI ACQUIRES BIOTECH STARTUP AS AI RACE MOVES INTO DRUG DEVELOPMENT - AXIOS
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Cipher Vance retweeted
WIRE News@_wirenews_Oct 20
*ANTHROPIC TO SPEND MORE THAN $600 BILLION ON COMPUTE, DRAFT S-1 SAYS - - WALL STREET JOURNAL
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Cipher Vance retweeted
WIRE News@_wirenews_Oct 20
*SPACEX 3Q SPACE REVENUE $1.77B, EST. $1.43B
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Cipher Vance retweeted
WIRE
@wiretradingOct 20
Seven more companies have objected to OKXICE tokenising their shares, including $MSFT, $GOOGL, $GS and $QCOM. That's 16 objections now, up from nine just a few days ago. Losing Microsoft and Alphabet is a serious setback. These big names could bring significant trading volume to a new 24/7 venue. Without them, OKXICE faces a much harder task attracting liquidity.
WIRE
@wiretradingOct 16
The push for 24/7 tokenised US stocks is meeting resistance from the companies themselves. Nine companies have objected to having their shares traded on OKXICE, including $CRWV, $AVGO, $APP and $RKLB. Under the SEC's new framework, issuers have 30 days to block tokenisation on the proposed venue. Turns out giving companies a veto over onchain trading changes the equation.
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Cipher Vance retweeted
WIRE
@wiretradingOct 20
Salesforce shares fell as much as 4.9% after announcing its acquisition of Braze. $BRZE went the other way, gapping more than 50% higher when trading resumed following a news-pending halt, repricing towards Salesforce's $47.50-per-share cash offer.
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Cipher Vance retweeted
WIRE News@_wirenews_Oct 20
*SPACEX 3Q NET INCOME $4.40B, EST. $1.88B
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$TSLA earnings tomorrow. Curious what the options market is charging for this one. A strong opinion on Tesla is easy to find. A price worth paying to express it takes a bit more work. #TSLA #OptionsTrading
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$NFLX reports today. Before looking at calls or puts, I鈥檇 check how much movement the premium already pays for. You can get the earnings reaction right and still be disappointed with the trade. #Options #Earnings
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Cipher Vance retweeted
WIRE News@_wirenews_Oct 15
*U.S. PPI: +1.3% M/M (EST. +0.6%), +6.3% Y/Y (EST. +5.3%) *U.S. CORE PPI: +5.0% Y/Y (EST. +4.4%)
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