from @VolSignals & @Trading_closed... streaming microstructure daily
them there swaps
Joined December 2024
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**ANNOUNCEMENT**
As RTM has continued to grow, so have the demands of onboarding new members.
What we call a “Trial” is really a pretty intensive onboarding process. There’s a steep learning curve to understanding our models, particularly the nuance around them and how we actually use them. Riding that learning curve requires a real commitment of time, both from us and from new members.
To protect our unique IP, we’ve always made a conscious decision to keep the RTM team relatively small. But that also means there’s a limit to our capacity.
And we’re starting to approach that limit.
So, for the time being, we’re putting new RTM trial cohorts on pause. This means there won’t be a cohort during the week of Aug 10.
We’re definitely not closing the door to new RTM members. We know more of you want to join.
However, we do need to have a think about how we bring new people in, how often we run these Learning Curve adventures, and what that looks like as RTM continues to grow.
We’d like to guarantee at least one Trial/onboarding in August, but it’s simply too early for us to do that just yet. We’ll have more to say over the next couple of weeks.
Stay tuned at all your regular outlets.
And we’ll see you in the market.
THIS!!
x8000!!
If you've ever found yourself in theater watching a Shakespeare play - or even just clicked on one on a screen - the first 10 minutes feel exhausting as your brain works overtime to 'translate' the Iambic Pentameter spoken in Old English.
But then suddenly it's a half hour in and you realise you're not even thinking about it anymore. The effort has been replaced by that which feels automatic.
Just because we believe in your ability to get difficult concepts, doesn't mean we are shortsighted or condescending or obstinate.
It just means we believe in your ability to 'get it'. We are certain, with a bit of effort, you can work though the translation.
And just cause we don't hold your had to cross the road, it doesn't mean you can't get across.
Look, a lot of people assume I "like to sound smart" and must have a big ego but the truth is I really don't care
if I did, I'd be on Reddit arguing with 130 IQs all day
I spent 15 years in a very niche field and if I can relate my experience to even 5% of new traders in a meaningful way, I think that's probably better than literally every other former market maker out there besides @KrisAbdelmessih
my mission is not to make this understandable to everyone
I want to solve for what I see... and I want to be the only place anyone serious about trading the SPX would ever turn to for accurate dealer hedging dynamics or insight around the concept.
But no part of me wakes up before the alarm, hoping I'll have the 7000th chance to explain what Vanna means to a feed full of bots and competitors
I will always give my all, but the moment I start trying to solve for everyone's desire to "get it on day one", my light turns off and I have no more interest in this at all
nobody said this was easy, or could/should be explainable in layman's terms
I've written millions of words, spent thousands of hours on live calls or streams-
and there are so many resources out there (including AI for the basics), that if someone didn't get it- but wanted to- I expect them to do a bit of lifting on their own
I can't be me any other way
Return To Mean retweeted
TRACKING NON-OPTIONS MARKET MAKERS
xitter.cf/i/broadcasts/1pKkOXvqo…
Last day to sign up for this cohort
We'll announce the date for the next one in a few weeks. Will be in late September.
WEDNESDAY AUG 26
RTM will reopen to new members with a 5-day Trial & Onboarding program beginning the morning of Aug 26.
This will be the only onboarding opportunity until late September.
RTM is designed for those who actively manage trades intraday and the onboarding requires meaningful intraday availability.
(Which is another way of saying: Not for Tire-Kickers)
Sign up here: volsignals.com/rtm
one week countdown....
WEDNESDAY AUG 26
RTM will reopen to new members with a 5-day Trial & Onboarding program beginning the morning of Aug 26.
This will be the only onboarding opportunity until late September.
RTM is designed for those who actively manage trades intraday and the onboarding requires meaningful intraday availability.
(Which is another way of saying: Not for Tire-Kickers)
Sign up here: volsignals.com/rtm
Return To Mean retweeted
VIX settlement this morning.
the August book cash-settles to the opening print at 9:30- and it's the biggest expiring call position of the summer
~446k of net customer call length goes out with it
dealers (MMs, firms, broker-dealers) carry the other side
what settles today, what the inventory implies for the print, what's behind it in September, and the flows that show up EVERY cycle-
(short thread)
ALT VIX August 19 2026 expiring dealer positions by strike as of 8:00 AM ET (dealers = market makers plus firms plus broker-dealers, the mirror of customers): short calls at 18 through 26 with the 20 strike the largest short at minus 129k, short the 14.5 and 15 puts, long the 16 puts; walls at 15 and 20 marked.
WEDNESDAY AUG 26
RTM will reopen to new members with a 5-day Trial & Onboarding program beginning the morning of Aug 26.
This will be the only onboarding opportunity until late September.
RTM is designed for those who actively manage trades intraday and the onboarding requires meaningful intraday availability.
(Which is another way of saying: Not for Tire-Kickers)
Sign up here: volsignals.com/rtm
**ANNOUNCEMENT**
As RTM has continued to grow, so have the demands of onboarding new members.
What we call a “Trial” is really a pretty intensive onboarding process. There’s a steep learning curve to understanding our models, particularly the nuance around them and how we actually use them. Riding that learning curve requires a real commitment of time, both from us and from new members.
To protect our unique IP, we’ve always made a conscious decision to keep the RTM team relatively small. But that also means there’s a limit to our capacity.
And we’re starting to approach that limit.
So, for the time being, we’re putting new RTM trial cohorts on pause. This means there won’t be a cohort during the week of Aug 10.
We’re definitely not closing the door to new RTM members. We know more of you want to join.
However, we do need to have a think about how we bring new people in, how often we run these Learning Curve adventures, and what that looks like as RTM continues to grow.
We’d like to guarantee at least one Trial/onboarding in August, but it’s simply too early for us to do that just yet. We’ll have more to say over the next couple of weeks.
Stay tuned at all your regular outlets.
And we’ll see you in the market.
You know the rules, Stevie: if you miss the DONK - by even just one tick - you don't get the meme. Them the rules.
But, as a consolation, we have voted to reinstate your yoghurt privileges.
Update:
We’re still building out the new infrastructure designed to address both our capacity challenges and your demand for new membership availability.
We’re not yet in a position to give you a firm date for when we’ll reopen Trials. Hopefully, we’ll be able to provide that date by the end of this week.
Thanks for your patience. We know a lot of you are waiting.
**ANNOUNCEMENT**
As RTM has continued to grow, so have the demands of onboarding new members.
What we call a “Trial” is really a pretty intensive onboarding process. There’s a steep learning curve to understanding our models, particularly the nuance around them and how we actually use them. Riding that learning curve requires a real commitment of time, both from us and from new members.
To protect our unique IP, we’ve always made a conscious decision to keep the RTM team relatively small. But that also means there’s a limit to our capacity.
And we’re starting to approach that limit.
So, for the time being, we’re putting new RTM trial cohorts on pause. This means there won’t be a cohort during the week of Aug 10.
We’re definitely not closing the door to new RTM members. We know more of you want to join.
However, we do need to have a think about how we bring new people in, how often we run these Learning Curve adventures, and what that looks like as RTM continues to grow.
We’d like to guarantee at least one Trial/onboarding in August, but it’s simply too early for us to do that just yet. We’ll have more to say over the next couple of weeks.
Stay tuned at all your regular outlets.
And we’ll see you in the market.