Jeff Park ✓
@dgt10011 · NYC · joined 30 Mar 2009
Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ Heretic. ex-@morganstanley @stanford. Views are my own. NFA
102 788Followers
3 090Following
8 728Posts total
7.2MViews on collected posts
Latest posts
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@dgt10011 What do you think market does if he holds
5.6K views · 9 likes
· 0 reposts · 7 replies
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@dgt10011 When market pricing is this lopsided and retail sales comes in smoking hot on the same day as the meeting, it becomes negative EV to ignore all that shit and continue holding after two meetings full of blustery nonsense that left many observers frustrated with him. I th
2.4K views · 32 likes
· 1 reposts · 6 replies
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i know the odds say 90% hike, but I think warsh will hold
based on everything I know about his belief system, it’s the highest +EV decision based on what i am at least seeing
could be wrong, but convexity is convexity when all the chips are down
72.5K views · 1.1K likes
· 58 reposts · 135 replies
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Next time you think about making a political donation, just buy Bitcoin instead
It ain’t much but it’s at least honest work
13.1K views · 858 likes
· 41 reposts · 20 replies
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Passing cloture here is simply a free call option of goodwill on the Democrat side at this point
If they don’t understand this then their IQ is even lower than I thought
55K views · 639 likes
· 35 reposts · 27 replies
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Bitcoin was literally built for this moment https://t.co/KtHOENljO9
88.4K views · 1.5K likes
· 101 reposts · 51 replies
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This is either AGI or EA https://t.co/sQgI7xNOIU
10.4K views · 80 likes
· 2 reposts · 6 replies
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So here's my final post to end this thread. If there is one consistent advice I've been hammering into your brain, you should now be equipped with all the power and knowledge to intuit what the next perfect trade is. Leverage all the insights regarding the structural mispricing
41K views · 128 likes
· 2 reposts · 10 replies
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I know the price action has been disappointing in the short term. But that's why I posted the best trade was actually "long vol" on Friday. IV went up from 40 to 60(!) in 2 days. Trading isn't always directional, there's many different ways to make money.
https://t.co/26kCgzc6bD
75K views · 136 likes
· 6 reposts · 4 replies
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@dgt10011 Same page https://t.co/8A2vnYf8Fr
23.4K views · 401 likes
· 24 reposts · 17 replies
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Here is a one-of-a-kind reference material from last summer, where I had the honor to host a lively conversation between @SalehaMohsin and @resistancemoney on this very topic: https://t.co/lhURj7gt15 https://t.co/Eh0E0X1m7I
156.2K views · 281 likes
· 17 reposts · 10 replies
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For my mobile readers:
To understand tariffs today, there are two contexts you have to frame the conversation in: 1) the curse of the Triffin dilemma, and 2) Trump’s personal goals. By analyzing both, the end game becomes clear: tariffs might be just a temporary tool, but the
368.5K views · 2K likes
· 347 reposts · 110 replies
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This is the only thing you need to read about tariffs to understand Bitcoin for 2025. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord 2.0 is coming.
Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher. https:
2.7M views · 12.9K likes
· 2.3K reposts · 536 replies
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short dated BTC IV is so cheap right now <45 for 1 week, <50 for 1 month
might be the best lottery ticket in the market today
110.2K views · 245 likes
· 14 reposts · 16 replies
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If you’re bookmarking one investment guide for the decades to come, make it this one. Five minutes to rewire your mindset—and you’ll never see investing the same again. Revisit after the election; it’ll hit even harder.
Here’s the grand finale: Part III: The Radical Portfolio ht
1.1M views · 2.2K likes
· 323 reposts · 344 replies
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@dgt10011 The supply ceases to be constrained because synthetic exposure can be met by sellers using USD collateral.
2009-2017, before derivatives took hold, we would see cyclic exponential climbs because only spot holders could sell.
Derivatives allowed USD holders to sell BT
23.3K views · 95 likes
· 2 reposts · 15 replies
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@dgt10011 “It’s going to be unbelievably fantastic”
3.7K views · 19 likes
· 0 reposts · 0 replies
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@dgt10011 @dallasirushing Sounds like the perfect recipe for a gamma squeeze where I unlike GME they won’t be able to disable the buy button.
3.8K views · 31 likes
· 0 reposts · 1 replies
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If there were one thing to read today re the game-changing nature of Bitcoin ETF options, read (and bookmark) this one for 2025 - it's going to be wild. https://t.co/On2DmUsbHX
2.1M views · 4.2K likes
· 826 reposts · 215 replies
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Honored to host @SalehaMohsin, @resistancemoney to explore the conventional role and properties of money through the historical lens of the dollar's weaponization since the early 1900s
If Bretton Woods was the Dollar's "coronation", what will Bitcoin's be?
Tune in to find out!
167K views · 48 likes
· 9 reposts · 2 replies
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Against accounts of the same size
8 posts from the last 90 days, next to the 100K–1M follower range. shown far beyond its own audience, and the audience reacts.
Median views11 732this account5 983median for 100K–1M
Reach, %11.41%this account1.49%median for 100K–1M
Engagement, %1.76%this account0.93%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 11 732 | 5 983 | 1.96× |
| Reach (views ÷ followers) | 11.41% | 1.49% | 7.66× |
| Engagement rate | 1.76% | 0.93% | 1.89× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
2.7M2 Feb
368.5K
156.2K
23.4K
75K3 Feb
41K
10.4K15 Sep
88.4K
55K
13.1K
72.5K16 Sep
4.2K
2.4K
5.6K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.58%2 Feb
0.67%
0.20%
1.89%
0.19%3 Feb
0.34%
0.85%15 Sep
1.88%
1.28%
7.05%
1.86%16 Sep
2.55%
1.66%
0.29%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes43.1%27 030 in total
Reposts6.5%4 086 in total
Replies2.5%1 540 in total
Quotes0.2%96 in total
Bookmarks47.8%29 969 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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