Comments
Transcript
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GVThanks. One of the best interviews I've seen and explaining some stuff behind the scenes. Much appreciated!
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scLoved this video. It gave me such an increased understanding and appreciation of the specific going-on by major players in the market.
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jMFASCINATING I LOVE IT GREAT STUFF !!
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JCI'm surprised that the triangular arbs work with cryptocurrencies. I was expecting speed-expert HFT houses to already be grabbing all the arb opportunities; straightforward triangular arbs are hard to get right in US futures and equity (you have to be preeminently fast to make money) so I was expecting cryptocurrency markets to be the same. With triangular arbs, if you miss one or two of the 3 legs of the trade, you can lose a lot more than you were going to make.
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LSGreat interview. Anatoly nails it at the end, confirming the correct and healthy (as he states) way to look at this asset class; that we should expect volatility but realize this is always the case for a nascent technology. He also reminds us also to keep in mind that as it is a store of value, we will look at it and react to it appropriately, if we keep our eyes on it as the prize that we can see it becoming.
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DvIMHO; It looks like these crypto video's are more and more becoming an video advertisement for companies. Some video's have interesting parts though.
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JSA transformational experience to hear Anatoly Crachilov explain clearly what a neutral hedge operation does. Excellent interview by Moritz Seibert of an exceptionally brilliant market participant who provided some great tips on how to think about crypto investing.
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NDThis interview is absolutely terrific. Anatoly should teach a course. It is bananas that they've got a well running arbitrage thing going on.
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SUHow do you even work your way out from future market to spot market? If I buy 31March2021 future contract now, I will have physical bitcoin at the end of the march. What is the role of the spot market in this equation? Can someone clarify that part?
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LAExcellent educationally!!
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NCAnyone and everyone in the crypto markets needs to read this: The Bit Short: Inside Crypto’s Doomsday Machine https://crypto-anonymous-2021.medium.com/the-bit-short-inside-cryptos-doomsday-machine-f8dcf78a64d3
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JWWatched for 36 mins for the question in the title to be answered before giving up.....
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KMThis is one of the best interviews I have seen. Please have Anatoly back in a few months!!!!
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LHGreat conversation to be able to listen to. Very interesting to hear all of the things that hedge funds are doing in the space. After 6yrs of of investing and learning about BTC it dawned on me that Anatoly is ex JPM and ex GS.....very intelligent and market savvy guy who now sees the value in the protocol and network. Much different market participants now than 6yrs ago. Very exciting and best part is all this increased demand but supply stays the same (actually decreases every 4yrs) that’s a wonderful thing and a perfect store of value technology. As Saylor says, volatility is vitality, it’s means it’s alive and full of energy which is a good thing and should be embraced with a longer time horizon.
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HBHigh-level discourse, at times too high for me, and yet one still intuits a sense of things and the credibility of the interlocutors. I have no objection to either party promoting the supposed benefits of the services their respective companies offer. If, as so frequently is claimed, last year was when Bitcoin 'went institutional', then it seems reasonable to assert that this year will prove or disprove the validity of that claim. It could be that only a fairly small cohort remain in play. Or not. Uncertainty seems the most rational position to take. * Flip *
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MCThat was just fantastic. I'm just getting going in algorithmic trading and that had my ears prick up on numerous occasions.
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DOFascinating and SUPER-informative... two great minds :)
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HJExcellent, this triangle ARB is literally what I was doing back in 2017~2018. Spreads are way tighter nowadays and you'd have to park significant capital in anticipation for market vol.
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SMAnother fascinating deep dive. Many parts were way over my head but I just let it wash over me in hopes of gleaning a nugget here and there. Liked the charts.
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JDShamir secret sharing is a bad idea. It gives single point of failure when the keys are combined and you have the master key. With the master key there is a single party with full control. Also there is no guarantee that the master key has been wiped after creation or after moving the bitcoin. Multisig is much more robust. You just have multiple keys. And subset of keys need to sign every transaction. Much more secure because the keys never come together they never leave their custodian and they haven't been together at the time of set up. What moves is the transaction. The transaction comes to the first key hold by the first custodian to be signed then to the second and so on without exposing the keys. They will learn hard way. Looks like being an institution and having a lot of money doesn't prevent you from making stupid mistakes and losing your bitcoin in the same way as retail noobs do all the time.