imbellish.bsky.social @imbellish

@sparticuszorro.bsky.social happy birthday!

20.10.2025 19:19 — 👍 2 🔁 0 💬 0 📌 0

That’s at your own peril

20.10.2025 02:51 — 👍 0 🔁 0 💬 0 📌 0

*fraud not friend
Ex Goldman buddy of mine has puts for April

17.10.2025 01:42 — 👍 0 🔁 0 💬 0 📌 0

Jack Farley on X: "Gerald Mancil, one of the real estate borrowers accused of loan fraud (the reason bank stocks were down 3.6% today, $WAL $ZION), did a podcast 3 months ago https://t.co/xNnisxeLgn" / X Gerald Mancil, one of the real estate borrowers accused of loan fraud (the reason bank stocks were down 3.6% today, $WAL $ZION), did a podcast 3 months ago https://t.co/xNnisxeLgn

Real estate friend angle would take some time to play out - Jack Farley has a good lead on it x.com/jackfarley96...

17.10.2025 01:39 — 👍 1 🔁 0 💬 1 📌 0

I’ve been flipping puts on this this week and am holding October monthly runners into the weekend. Commercial lending is like 20% of their loan book from what I recall and they do crypto payments (silent run risk after the shitcoinacolypse). I don’t think it’s a z: unless a ton is out.

17.10.2025 01:37 — 👍 0 🔁 0 💬 1 📌 0

Is he a fade of yours?

17.10.2025 00:22 — 👍 0 🔁 0 💬 0 📌 0

*/mbt

16.10.2025 15:41 — 👍 1 🔁 0 💬 0 📌 0

Couldn’t one wrap it with selling 1 month covered puts at mNAV and using that premium to long IBIT shitputs. Not sure if he’s long spot or /mint as the “hedge”

16.10.2025 15:41 — 👍 1 🔁 0 💬 1 📌 0

Dumb tv plus chromecast for the win. Couldn’t catch me dead using a “smart” one

16.10.2025 13:54 — 👍 1 🔁 0 💬 0 📌 0

WSB’s first collective play was JNUG calls

15.10.2025 16:59 — 👍 2 🔁 0 💬 0 📌 0

blue_eyes3532 on X: "Ok, the panic was fun but lets be serious about $FNMA $FMCC now. Why Highlight the Risk Section Now? Easy. Public companies file 10-K annual reports with the SEC, and the Item 1A: Risk Factors section is a mandated disclosure of material risks (e.g., economic downturns," / X Ok, the panic was fun but lets be serious about $FNMA $FMCC now. Why Highlight the Risk Section Now? Easy. Public companies file 10-K annual reports with the SEC, and the Item 1A: Risk Factors section is a mandated disclosure of material risks (e.g., economic downturns,

Here’s some AI slop about it x.com/blue_eyes353...

13.10.2025 03:20 — 👍 0 🔁 0 💬 0 📌 0

Bot mine from Berkowitz
Only a few hundred left in case of a moonshot

12.10.2025 22:50 — 👍 1 🔁 0 💬 1 📌 0

Never goon

12.10.2025 18:15 — 👍 1 🔁 0 💬 0 📌 0

The degens

12.10.2025 00:22 — 👍 0 🔁 0 💬 0 📌 0

MSTRful timing on the short; Saylor owes 50m in dividends this week and I doubt it will be well absorbed.

11.10.2025 23:57 — 👍 1 🔁 0 💬 0 📌 0

Too cheap to mine profitably now after today’s mess

10.10.2025 21:30 — 👍 1 🔁 0 💬 0 📌 0

Thought this was funny today - timing

10.10.2025 01:57 — 👍 1 🔁 0 💬 0 📌 0

Low interest rate (high principal/collateral) phenomenon
Many on residential have their own tack on liens. Solar Commercial demand has waned a lot. What’s got silver swimming angry?

10.10.2025 01:48 — 👍 3 🔁 0 💬 0 📌 0

Quantum puts for April due to Caesar (capital gains tax)

10.10.2025 01:18 — 👍 2 🔁 0 💬 0 📌 0

Just exited OVID today but bought at 43 cents (50% under liquidation value)

Value always out there

04.10.2025 02:02 — 👍 1 🔁 0 💬 0 📌 0

Buddy of mine is killing it taking the under on Japanese minor leagues of all things.

03.10.2025 20:53 — 👍 1 🔁 0 💬 0 📌 0

Petting the dog

03.10.2025 03:23 — 👍 0 🔁 0 💬 0 📌 0

Wouldn’t surprise me at all to see AMC apes selling CCs in an attempt to recoup

03.10.2025 01:32 — 👍 0 🔁 0 💬 0 📌 0

Meatspace still exists > economists in cyberspace

02.10.2025 07:07 — 👍 0 🔁 0 💬 0 📌 0

Watching Her (2014) right now

02.10.2025 02:33 — 👍 0 🔁 0 💬 0 📌 0

I would like to buy a dollar fifty eight and sell it for whatever the next guy would buy it for

02.10.2025 01:04 — 👍 1 🔁 0 💬 0 📌 0

imbellish.bsky.social

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