06/16/2026
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๐ซ๐๐โ๐๐จ๐ง๐๐ฒ ๐๐ข๐ญ๐ก๐๐ซ๐๐ฐ๐๐ฅ: ๐๐๐
๐ ๐๐จ๐ฅ ๐๐ฉ๐ฅ๐ข๐ญ๐ฌ, ๐๐ข๐ค๐ ๐๐ซ๐๐ฆ๐ข๐ฎ๐ฆ ๐๐ญ๐ข๐๐ค๐ฌ, ๐๐ง๐ ๐๐ฏ๐๐ซ๐ฒ๐จ๐ง๐โ๐ฌ ๐๐๐ ๐ ๐ข๐ง๐ ๐๐๐ซ๐ฌ๐ก ๐๐จ๐ซ ๐๐๐ซ๐๐ฒ
From cashโpoor rent seekers to PEโs liquidityโstarved Frankenโfunds, everyoneโs begging for one last hit of Fed โfreeโmoney engineering.โ
Meanwhile SOFR vol is doing Godโs work: Dec26 put spreads price ~1 hike, callโcondors 1โ2 cuts. OIS > dots, longโend skew still putโrich, JPM longs โ neutral. Easing isnโt dead, just shoved right on the curve while hike premium refuses to die. So whatโs your insiderโs bead @ Kalshi, Polymarketโฆ ?
https://x.com/mohossain/status/2067009268952498483?s=46