Jake Ostrovskis

Head of OTC Trading, Wintermute
@jo_wintermute · tracked since Dec 2025
Calls 4 106 Posts tracked · 0.7/day
Calls
7d 0
30d 0
90d 0
Best Calls
HYPE long +101.0%
RIOT long +50.8%
BTC short +26.6%
Worst Calls
BTC long -25.7%
Most Mentioned
BTC ×4
HYPE ×1
RIOT ×1
Recent Calls
BTC short 5 months ago
BTC long 5 months ago
RIOT long 4 months ago
Win Rate 75% Long 3 Short 1
Win Rate
7d 25%
30d 50%
90d 50%
Average Return +38.2% Long Return +42.0% Short Return +26.6%
Average Return
7d -5.6%
30d -8.5%
90d +0.6%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
BTC Bitcoin Bitcoin
Long
Dec 29
$87573.20
-25.7%
The OCC letter from early-Dec has been re-circulating the last few days and allows banks to engage in "riskless principal" Crypto trades. This flow differs from a prop desk. In plain English: a bank
The OCC letter from early-Dec has been re-circulating the last few days and allows banks to engage in "riskless principal" Crypto trades. This flow differs from a prop desk. In plain English: a bank
Crypto
TWITTER
HYPE Hyperliquid Hyperliquid
Long
Feb 03
$37.22
+101.0%
Hyperliquid is launching HIP-3 (Permissionless Perps for RWAs like Silver/Stocks) and HIP-4 (Prediction Markets). The chain is generating significant volume and fees, yet is considered "undervalued" relative to peers. In a market starved of organic yield, protocols with "genuine revenue" and "buyback mechanisms" become the only defensible investments for institutional committees. Hyperliquid's speed of execution (bypassing slow DAO governance) allows it to capture market share from slower incumbents like PolyMarket or Coinbase. LONG the ecosystem/token. It is the "only exciting thing" in the current market structure. Regulatory crackdown on permissionless derivatives; technical failure in oracle pricing for RWAs during off-market hours.
Hyperliquid is launching HIP-3 (Permissionless Perps for RWAs like Silver/Stocks) and HIP-4 (Prediction Markets). The chain is generating significant volume and fees, yet is considered "undervalued" relative to peers. In a market starved of organic yield, protocols with "genuine revenue" and "buyback mechanisms" become the only defensible investments for institutional committees. Hyperliquid's speed of execution (bypassing slow DAO governance) allows it to capture market share from slower incumbents like PolyMarket or Coinbase. LONG the ecosystem/token. It is the "only exciting thing" in the current market structure. Regulatory crackdown on permissionless derivatives; technical failure in oracle pricing for RWAs during off-market hours.
Crypto
YOUTUBE
RIOT Riot Pla... Riot Platforms Inc.
Long
Jan 16
$18.34
+50.8%
R
R
Crypto
TWITTER
BTC Bitcoin Bitcoin
Short
Dec 26
$88686.20
+26.6%
Increased overwriting
Increased overwriting
Crypto
TWITTER
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