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Deribit Insights
DeribitInsights
1) Tesla's announcement of $1.5bn Bitcoin Treasury allocation sent spot surging >20% from 39k-48k.Short-term Option vol pumped in response.Then as BTC broke 44k, large buyers x2.5k+ of Feb12-26 44k-52k Calls
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Samo Burja
SamoBurja
Back in 2018, Elon Musk made headlines for launching his Tesla Roadster into space.Three years later, it is currently orbiting the Sun.A waste of a perfectly good Roadster? Rather, a
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Troy Teslike
TroyTeslike
1/I think Elon's tweet is related to PoleStar 2 and the Android Automotive OS it uses. Both the OS and the @PolestarCars are actually pretty impressive. This might be the
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Matt Smith
MatchasmMatt
FSD Upgrade Case Study (A Very Long Thread)Dutch EV Lease Operator MisterGreen offered its customers a subscription-based FSD option. Within just 2 weeks, a staggering 20% of its users upgraded.
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đż êȘđđđđđđ đż
vegix
One stunning example of the stock market bubble we are experiencing is Tesla or $TSLA stock.It went from being the least valuable to most valuable automaker in the world over
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Giga Berlin / Gigafactory 4
gigafactory_4
In the past months I got a lot reactions about the permit process according #GigaBerlin. I will shed a bit light on that komplex topic. What is the Bundesimissionsschutzgesetz (Federal
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Cahit Arf
CahitArf11
(1/10) FinTwit seems broadly dim on $NIO. Understandable after its torrid year. Hereâs a thread of what bears are missing and why I think $NIO might someday be bigger than
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Wolf of Harcourt Street
wolfofharcourt
$Nio Day 2021 ThreadSummary of my notes from todayâs eventNew customer loyalty program for users called âNio pointsâBattery Swap Station 2.0 - Can accommodate 13 batteries with a daily capacity
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Alex
alex_avoigt
Herbert Diess VW CEOâDespite all efforts, weâre currently in a rather more difficult situation than in 2018, when I took officeâ âWhat really has changed -- and what I hadnât
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Simon Wardley
swardley
X : Elon Musk and Tesla are about batteries not cars.Me : Not quite. Think of it more as a "Getting to Mars which needs batteries which needs cars" company
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JPR007
jpr007
COMPANY LIFECYCLESIt is useful to think of companies as having a lifecycle 1. STARTUP- these companies historically were rarely listed on the stock exchange - they need Cash and are
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Jjendo
Jjendo1
Since this is big news today I'm going to outline the dangers of becoming dependent on renewables without dependable back-up systems. I am a Electrician/Energy management specialist for those interested
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Molson Hart
Molson_Hart
Itâs book review time.I read both of these books.The Henry Ford one was ill. More on that later.The Tesla one was abysmal. The book is called âmy inventionsâ and I
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Sam Korus
skorusARK
1/ Apple EV Thread...aka Apple's project "Titan"Was "Titan" short for Lithium TITANate battery (SCiB)?...and how would it compare to Tesla? 2/ credit to @Gfilche who mentioned this type of battery
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More Ălan Than Elon
EverydaySocial1
(1/7) 4D Chess Riddle: Why Tesla Purchased $1.5B Bitcoin (DD)Note: very bullish. This is a 4D chess riddle. My solution. Yes I have seen the @aureliuscapital video. Assumptions now
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Razing Arizona #Enough
razingarizona
Since #MAGAMcSally is making Tencentâs 5% non-voting equity investment in @WorldViewSpace a centerpiece of her campaignâan attempt to convince voters American Astronaut Hero Mark Kelly is beholden to the CCPâIâve
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