Jeff Park ✓

@dgt10011

Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ Heretic. ex-@morganstanley @stanford. Views are my own. NFA

102 652Followers

3 085Following

8 687Posts total

5.8MViews on collected posts

Últimas publicaciones

Jeff Park ✓@dgt100113 Feb 2025

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 Open on X →

Jeff Park ✓@dgt100113 Feb 2025

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 Open on X →

Jeff Park ✓@dgt100112 Feb 2025

@dgt10011 Same page https://t.co/8A2vnYf8Fr

23.4K views · 401 likes · 24 reposts · 17 replies Open on X →

Jeff Park ✓@dgt100112 Feb 2025

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 Open on X →

Jeff Park ✓@dgt100112 Feb 2025

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 Open on X →

Jeff Park ✓@dgt100112 Feb 2025

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 Open on X →

Jeff Park ✓@dgt1001131 Jan 2025

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 Open on X →

Jeff Park ✓@dgt1001121 Sep 2024

@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 Open on X →

Jeff Park ✓@dgt1001121 Sep 2024

@dgt10011 “It’s going to be unbelievably fantastic” 3.7K views · 19 likes · 0 reposts · 0 replies Open on X →

Jeff Park ✓@dgt1001121 Sep 2024

@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 Open on X →

Jeff Park ✓@dgt1001120 Sep 2024

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 Open on X →

Jeff Park ✓@dgt100116 Aug 2024

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 Open on X →

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

167K6 Aug

2.1M20 Sep

3.8K21 Sep

3.7K

23.3K

110.2K31 Jan

2.7M2 Feb

368.5K

156.2K

23.4K

75K3 Feb

41K

Last 12 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.04%6 Aug

0.25%20 Sep

0.84%21 Sep

0.52%

0.48%

0.25%31 Jan

0.58%2 Feb

0.67%

0.20%

1.89%

0.19%3 Feb

0.34%

Reactions — likes, reposts, replies and quotes — divided by views.

What the audience does

Likes40.6%20 489 in total

Reposts7.0%3 523 in total

Replies1.9%936 in total

Bookmarks50.5%25 483 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.

Últimas publicaciones

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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