Adriano
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  • Joined on 2026-03-11
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Adriano pushed to main at Adriano/PythagorasGoal 2026-07-26 20:06:58 +00:00
e8ce60d41c merge: rivalutazione strategia — 75/25 confermato, nessun cambio
1dd26342ca research: rivalutazione della strategia — 0 cambi, 75/25 confermato per la terza volta
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Adriano pushed to research/reeval-strategia at Adriano/PythagorasGoal 2026-07-26 20:06:58 +00:00
Adriano created branch research/reeval-strategia in Adriano/PythagorasGoal 2026-07-26 20:06:58 +00:00
Adriano pushed to research/venue-tripwire at Adriano/PythagorasGoal 2026-07-26 19:38:54 +00:00
Adriano created branch research/venue-tripwire in Adriano/PythagorasGoal 2026-07-26 19:38:54 +00:00
Adriano pushed to main at Adriano/PythagorasGoal 2026-07-26 19:38:54 +00:00
4450321a81 merge: venue watch — tripwire di fallimento exchange (100bps/4h, zero falsi allarmi in 8 anni)
ab5bcace16 feat: VENUE WATCH — tripwire di fallimento exchange, cablato live
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Adriano pushed to main at Adriano/PythagorasGoal 2026-07-26 19:14:17 +00:00
0ec6f8b761 decision: concentrazione 100% Deribit fino a $20k (decisione dell'operatore)
Adriano pushed to main at Adriano/PythagorasGoal 2026-07-26 18:58:59 +00:00
dc60624772 merge: muro come punto fisso — previsione refutata, book deployable a 73.900
3a44171402 research: il muro come punto fisso — la previsione del follow-up era SBAGLIATA
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Adriano created branch research/wall-fixedpoint in Adriano/PythagorasGoal 2026-07-26 18:58:59 +00:00
Adriano pushed to research/wall-fixedpoint at Adriano/PythagorasGoal 2026-07-26 18:58:59 +00:00
Adriano pushed to main at Adriano/PythagorasGoal 2026-07-26 18:33:03 +00:00
29626210e6 merge: fee Deribit 1 ago — curva misurata, book poco sensibile (-0.017 Sh/bps), nessuna azione
a937e3766f research: nuovo schema fee Deribit (1 ago 2026) — misurata la curva, nessuna azione oggi
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Adriano pushed to ops/fee-deribit-2026-08 at Adriano/PythagorasGoal 2026-07-26 18:33:03 +00:00
Adriano created branch ops/fee-deribit-2026-08 in Adriano/PythagorasGoal 2026-07-26 18:33:03 +00:00
Adriano created branch research/venue-risk in Adriano/PythagorasGoal 2026-07-26 17:58:32 +00:00
Adriano pushed to research/venue-risk at Adriano/PythagorasGoal 2026-07-26 17:58:32 +00:00
Adriano pushed to main at Adriano/PythagorasGoal 2026-07-26 17:58:31 +00:00
0050ac4782 merge: rischio di venue prezzato — con un conto solo, 'un fallimento' = 'perso tutto'
326229188a research: rischio di VENUE — mai prezzato, e non e' diversificabile dagli sleeve
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Adriano pushed to research/capwall-trajectory at Adriano/PythagorasGoal 2026-07-26 17:05:55 +00:00
Adriano pushed to main at Adriano/PythagorasGoal 2026-07-26 17:05:55 +00:00
ff3ec6795a merge: traiettoria di accumulo col fattore de-luck corretto (€500/m: 19.6a -> 12.4a)
825bf081f4 research: traiettoria di accumulo ricalcolata col fattore de-luck corretto
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Adriano created branch research/capwall-trajectory in Adriano/PythagorasGoal 2026-07-26 17:05:55 +00:00
Adriano created branch research/skh-live-book-deluck in Adriano/PythagorasGoal 2026-07-26 16:55:42 +00:00