Cem Karsan

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Options are the true underlying…. Asset values are the simply the derived expected value of the probability distribution. Asset price is a derivative.

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‘Dario Amodei, who is probably the most safety-focused CEO in the AI industry, has publicly predicted that AI will eliminate 50% of entry-level white-collar jobs within one to five years. And many people in the industry think he's being conservative.’ —————- I wonder if this will make populism worse?!? Anti-trust & government control in AI regulation coming sooner than people realize.

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One risk @EpsilonTheory highlighted was a potential rise in “Sell America” narratives. He noted signs that some foreign asset holders may be reallocating capital back home. If sustained, that shift could have broader implications, though the timing and magnitude remain uncertain. Watch the full U Got Options from the @cboe Floor episode with Ben Hunt here 👉 https://t.co/GKi1vilkJT

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Price vs narrative isn’t an either/or. Ben Hunt explained how price action and narrative can influence each other through reflexive feedback loops, where shifts in confidence and belief may reinforce outcomes over time rather than move independently. Watch the full U Got Options from the @cboe Floor episode with @EpsilonTheory here 👉 https://t.co/GKi1vilkJT

Kicking of a new monthly conversation on @Stocktwits with @MicheleSteele We’re diving into: 📊 The massive Volume Surge hitting the tape. 🤫 The one stock everyone is currently ignoring. 💰 Fintech, Crypto, & Small Caps: Finding the edge in a "Risk-Off" world. 🤖 How AI Agents and social sentiment are redefining the game.

Oh man… The Market’s not expecting ☮️ 🕊️ in Oman… https://t.co/SJaOgcRxPP

@deeschay https://t.co/Z8ziIRVkNj

Markets aren’t driven by data alone. In my conversation with @EpsilonTheory , he broke market narratives into three buckets: how we remember the past, how we frame the present, and what we expect will happen next. Those expectations may matter most in a forward-looking market. Watch the full U Got Options from the @cboe Floor episode with Ben Hunt here 👉 https://t.co/GKi1vilkJT

Ben Hunt made the point that in certain market regimes, traditional fundamentals can feel less influential. In those environments, narratives from central banks and corporate leadership may carry more weight, which can materially change how capital is allocated and risk is managed. Watch the full U Got Options from the @cboe Floor episode with @EpsilonTheory here 👉 https://t.co/GKi1vilkJT

AND WE'RE BACK!! An all new episode of U Got Options From The Cboe Floor with the one and only BEN HUNT (@EpsilonTheory) Much of today’s edge may come from understanding what everyone thinks everyone else thinks. Ben and I examine the concept of common knowledge and its feedback loops in market structure. Full episode in the post below 👇 Watch the full U Got Options episode with @EpsilonTheory here 👉 https://t.co/5sEkDwfDf4 https://t.co/5bA2FO8yVb

“Brexit. Just the beginning…. (It’s a) return to tribalism. counter to globalization. amazing new alliances. you and I both agreed zero interest rates were too high, and as i said in your office. finding things on their way to collapse, was much easier than finding the next bargain.” -Epstein to Thiel, June 2016.

@deeschay Reading Group actually

I have gotten several DM’s from Jewish friends stating that they believe the below 👇 post to be antisemitic. I want to be clear, I am the furthest thing from Antisemitic. My best friend who married me & my wife is Jewish. I am in a book club, where I am the only gentile…Probably 1/4 of my friends are Jewish. To point out the increasingly obvious role of the Israeli government & its leverage over the current president is no more antisemitic than exposing earlier Trumpian ties w/ Putin & the Russian government is anti-Russians. Do you think Epstein was likely a Mossad agent? (Fairly obvious at this point) Do you think by extension Trump is…

Presumably, he also is not compromised & Trump doesn’t have leverage over him…. https://t.co/bNq0CnY7sN

I asked ChatGPT to write ✍️ what it believes Stan Druckenmiller would do if he was hypothetically appointed BOTH Treasury Secretary & Fed Chair simultaneously. I asked it to base his hypothetical policy on his actual oral & written arguments of the last ~20 years. Below is what it came up with… 🤨 If there is even a shred of truth to this, buckle up. “If markets fall? Accept it.” ⸻ 1/ If Druckenmiller were BOTH Treasury Secretary + Fed Chair, his mission would be simple: 👉 Restore macro credibility 👉 Kill structural deficits at the source 👉 Make inflation control sacred again Short-term pain > long-term decay. ⸻ 2/ He’s said repea…

@AlpineCrypto He is selling the Big Beautiful Bill and Trump-enomics as ‘good for Main Street’ when that clearly hasn’t been the case. It has been objectively a boom for assets and Markets, but objectively awful for Joe Main Street. He is saying that the Fed needs to lean into this policy by lowering interest rates more, as this is ‘good for Main Street,’ when again this is objectively not true. This is advocating for more supply side economics not demand side, as he is describing it as.

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One of the more dramatic pieces of evidence in the Epstein case is the fraudulent Austrian passport that FBI agents found in a safe in his New York home. The passport reportedly: •Was issued in the 1980s •Listed a different name but featured Epstein’s photograph •Listed a residence in Saudi Arabia •Was, according to Epstein’s lawyers, provided by a “friend” connected to an unnamed government, supposedly for Epstein’s personal protection while traveling abroad. An investigative article about Epstein’s ties to intelligence & political networks proposes a theory: that Ronald Lauder, as U.S. ambassador to Austria in that era and a well-connecte…