ren (wassie arc) on X: "Intuition for leverage and path dependence for perps" / X
To view keyboard shortcuts, press question mark View keyboard shortcuts Messages Home Explore Notifications Messages Grok Bookmarks Jobs Communities Premium Verified Orgs Profile More Post monkbloc @monkbloc Article See new posts Conversation ren (wassie arc) @0xren_cf Intuition for leverage and path dependence for perps 38 95 724 92K Every year, billions of dollars in leveraged perpetual positions are liquidated. Understanding path dependence through simulations helps traders build intuition on the implicit duration of their leveraged perp positions. Perpetual swaps (perps) are considered as delta-one instruments, meaning that they create a 1-1 payoff with the price of the underlying asset. However due to the nature of leverage of most traders of perpetual swaps, the path dependence of the underlying spot asset is important because of the risk of liquidation. The liquidations that happen in perps are either intentional when traders construct the position with a synthetic option payoff
Every year, billions of dollars in leveraged perpetual positions are liquidated. Understanding path dependence through simulations helps traders build intuition on the implicit duration of their leveraged perp positions. Perpetual swaps (perps) are considered as delta-one instruments, meaning that they create a 1-1 payoff with the price of the underlying asset. However due to the nature of leverage of most traders of perpetual swaps, the path dependence of the underlying spot asset is important because of the risk of liquidation. The liquidations that happen in perps are either intentional…
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