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Bluehole - Let's talk Wellbia/XINGCOD3 user privacy risks for the sake of transparency

For those who don't know..
XINGCODE-3 is a kernel (ring0) privillege process under xhunter1.sys owned by the Korean company Wellbia (www.wellbia.com). Unlike what people say, Wellbia isn't owned or affiliated with Tencent, however, XINGCOD3 is custom designed contractor for each individual game - mainly operating in the APAC region, many of them owned by Tencent.
XINGCODE-3 is outsourced to companies as a product modified to the specific characteristics of the game. The process runs on the highest privilegied level of the OS upon boot and is infamous for being an essential rootkit - on a malware level, it has the highest vulnerability to be abused should Wellbia or any of the 3rd Party Companies be target of an attack.
It has been heavily dissected by the hacking community as being highly intrusive and reversed engineered (although nowadays still easily bypassable by a skilled and engaged modder by created a custom Win Framework).
While most is true for a standard anti-cheating, users should be aware that XINGCOD3 able to scan the entire user memory cache, calls for DLL's, including physical state API's such as GetAsyncKeyState where it scans for the physical state of hardware peripherals, essentially becoming a hardware keylogger. Studying the long history of reverse engineering of this software has shown that Wellbia heavily collects user data for internal processing in order to create whitelists of processes and strings analyzed by evaluating PE binaries - having full access to your OS it also is known to scan and having access to user file directories and collecting and storing paths of modified files under 48 hours for the sake of detecting possible sources of bypassing.
All this data is ultimately collected by Wellbia to their host severs - also via API calls to Korean servers in order to run services such as whitelists, improve algorithm accuracy and run comparative statistics and analysis based on binaries, strings and common flags.
Usually this is a high risk for any service, including BattleEye, EasyAntiCheat, etc. but what's worrying in Wellbia, thus. Bluehole's are actually a couple of points:
(not to mention you can literally just deny the service from installing, which by itself is already a hilarious facepalm situation and nowhere does the TSL call for an API of the service)
  1. Starting off, Wellbia is a rather small development company with having only one product available on the market for rather small companies, the majority hold by Chinese government and countries where the data handling, human rights and user privacy is heavily disregarded. This makes my tinfoil hat think that the studio's network security isn't as fortified as a Sony which had abused rootkits, just due to budget investment alone. Their website is absolutely atrocious and amateur - and for an international company that deals with international stakeholders and clients it's impressive the amount of poor english, errors and ambiguous information a company has in their presentation website - there's instances where the product name is not even correctly placed in their own EULA - if a company cannot invest even in basic PR and presentation something leaves me a bitter taste that their network security isn't anything better. They can handle user binaries but network security is a completely different work. The fact that hackers are easily able to heartbeat their API network servers leaves me confirming this.
  2. This the most fun one. Wellbia website and terms conditions explicitely say that they're not held accountable should anything happen - terms that you agree and are legally binded to by default by agreeing to Bluehole's terms and conditions:" Limitations of Company Responsibility
  1. IGNCODE3 is a software provided for free to users. Users judge and determine to use services served by software developers and providers, and therefore the company does not have responsibility for results and damages which may have occurred from XIGNCODE3 installation and use.
(the fact that in 1. they can't even care to write properly the name of their product means how little they care about things in general - you can have a look at this whole joke of ToS's that I can probably put more effort in writting it: https://www.wellbia.com/?module=Html&action=SiteComp&sSubNo=5 - so I am sorry if I don't trust where my data goes into)
3) It kinda pisses me that Bluehole adopted this in the midst of the their product got released post-purchase. When I initially bought the product, in nowhere was written that the user operative system data was being collected by a third party company to servers located in APAC (and I'm one of those persons who heavily reads terms and conditions) - and the current ToS's still just touch this topic on the slightest and ambiguously - it does not say which data gets collected, discloses who and where it's hold - "third party" could be literally anyone - a major disrespect for your consumers. I'm kinda of pissed off as when I initially purchase the product in very very early stages of the game I didn't agree for any kernel level data collection to be held abroad without disclosure of what data is actually being collected otherwise it would have been a big No on the purchase. The fact that you change the rules of the game and the terms of conditions in the midst of the product release leaves me with two options Use to Your Terms or Don't Use a product I've already purchased now has no use - both changes ingame and these 3rd party implementations are so different from my initial purchase that I feel like it's the equivalent of purchasing a shower which in the next year is so heavily modified that it decides to be a toilet.
I would really like for you Bluehole to show me the initial terms and conditions to when the game was initially released and offer me a refund once you decided to change the product and terms and conditions midway which I don't agree with but am left empty handed with no choice but to abandon the product - thus making this purchase a service which I used for X months and not a good.
I really wish this topic had more visibility as I know that the majority of users are even in the dark about this whole thing and Valve and new game companies really make an effort in asserting their product's disclosures about data transparency and the limit of how much a product can change to be considered a valid product resembelance upon purchase when curating their games in the future - I literally bought a third person survival shooter and ended up with a rootkit chinese FPS.
Sincerely, a pissed off customer - who unlike the majority is concerned about my data privacy and I wish you're ever held accountable for changing sensitive contract topics such as User Privacy mid-release.
-----
EDIT:
For completely removing it from your system should you wish:

Locate the file Xhunter1.sysThis file is located in this directory: C:\Windows\xhunter1.sys

Remove the Registry Entry (regedit on command prompt)The entry is located here: HKEY_LOCAL_MACHINE > SYSTEM > ControlSet001 > Services > xhunter


For more information about XINGCOD3 and previous succesful abuses which show the malignant potential of the rootkit (kudos to Psychotropos):

- https://x86.re/blog/xigncode3-xhunter1.sys-lpe/
- https://github.com/Psychotropos/xhunter1_privesc
submitted by cosmonauts5512 to PUBATTLEGROUNDS [link] [comments]

One Piece 500K subscribers Survey Result!

It's time for the result of our latest survey! And it had 7252 participant! So thank you everyone that took time to answer those questions.
You should be able to see the answer if you go there : https://docs.google.com/forms/d/1KfHOyWHQTyFEEeAYvCZRxBc3_ZGZxJn6ZUztiwMdVjE/edit

Community section :

What country are you from?

Country U.S.A. Germany India Australia Canada U.K. Bazil France Spain Sweden
Percentage 33.1 % 7.4% 5.4% 5% 4.8% 4.4% 3.1% 3.1% 2.1% 1.7%
Is nice to see that we have users from all around the world, even if nearly 50% are from English speaking countries.
Image 1.

How old are you?

The average age of a /OnePiece user is 23.62 years old. We have roughtly 10% of users that are underaged, and 10% that are 30 years old or more.
Image 2.

Gender

Gender Male Female Other
Percentage 88.6% 8.9% 2.5%
There is no surprise there.
For the others, we have some Gender Fluids, transgenders, Bigenders, quite a lot of Non-binary, a Loli, a Furry, and nearly a 100 Oden (You wish), as well as some rude people, but I won't put up what they said.

Manga or Anime?

Both Manga Only Anime Only
49.8% 46.2% 4%
No real surprise here either. Considering the subreddit has a lot of spoilers and is focussed around the chapter release, it's obvious there are only a few Anime Only people here. So thank you for Sticking Around, even if it the best place to avoid spoilers.

For approximately how long have you been following One Piece?

1 Year or less 2 years 3 years 4 years 5 years 6 years 7 years 8 years 9 years 10 years or more
8.7% 6.2% 6.8% 6.1% 8.1% 7.1% 6.7% 7.1% 4.6% 38.5%
Nearly 40% of our users have followed the series for 10 years or more. (To give an idea, this mean they followed the series since Before the timeskip, as chapter 597 was released at the end of August 2010).
For the rest, we have roughly the same number of new readers that stays with the series. So it's quite good to bring new blood and not have a decrease of new readers.

Where does One Piece rank on your list of favorite manga?

N°1 Top 3 Top 5 Top 10 Bellow Top 10
70.1% 21.6% 5% 2.6% 0.6%
Well, you are in /OnePiece after all. So it's kinda obvious the manga is either your favorite or in your top 3.
If it isn't your number 1, what series are better than One Piece for you?

Do you own One Piece Merchandise?

No Manga Volumes Figurines Clothes Poster DVD/Blu-ray
44.2% 33.1% 24.5% 18.4% 17.2% 6.3%
Those are some good numbers I would say, 55.8% of users have some merchandise and are probably supporting the series (depending on where you bought those)
For the OTHERS answers given, some good ones are : autograph from dub VA of brook, Alvida pre devilfruit bodypillow, Chopper teddy bear, Sountracks, Custom made and 3D printed Keychain, Databook.

Subreddit Section :

Do you visit OnePiece mostly on mobile or on desktop?

Mobile or Apps Both Desktop
50.6% 29.5% 19.9%

If you are using desktop, are you using the old version of reddit? Or the redesign?

Redesign Old version
63.3% 36.7%
It seems like most users are using Mobile and Apps, as well as the redesign on desktop, so it's probably time to pay more attention to that than to the old version, this way we can get banners/flair for users that are on the new version of reddit.

How often do you make : a submission on OnePiece?/Comment?/read the rules?

Submission :
Never Rarely Sometimes Often Very often (Daily)
67.1% 24.7% 5.6% 1.6% 1%
Comments :
Never Rarely Sometimes Often Very often (Daily)
41.2% 32.7% 17.6% 6.7% 1.8%
Check the rules :
Never Rarely Sometimes Often Very often (Daily)
49.1% 17.1% 13.7% 8% 12%
This really shows that there are a lot of lurkers on the subreddit. Most of you won't ever post or comment on the subreddit. With 8% of users creating submission and 25% commenting.
As for the rules, there isn't any surprise since nearly every post respect the rules. (Only 1/5 of the post needs to be removed), so thank you to all of those that read them.

Content you enjoy the MOST/the LEAST.

Content you enjoy the most :
Theories/Discussion Fanart Polls Cosplay Merchandise Youtube Video Media (Photo and Video)
89.6% 47.9% 19.7% 16.7% 14.4% 14.1% 11.7%
So without surprise, people in this subreddit enjoy the Theories/discussions the most out of every type of post, it's then followed by the Fanarts.
Which is good since like 75% of posts made are Discussion (50% total)/Fanarts (25% total).
Content you enjoy the least:
Youtuber Video Merchandise Cosplay Media Fanart Polls Theories/Discussion
36.7% 35.1% 31% 15.7% 15.3% 6.9% 4.2%
Here there aren't any content that most users enjoy the least, but it still seems like users don't want to see that much Merchandise or Cosplay post. (Youtuber video are very rare)
Also, a quick reminder, Discussion/Theories are mostly found by sorting by New. This is where you will see all of them, as it's hard for them to show up on the front page of the subreddit (but if it shows up on Hot, then it's a very good one).

Do you only use the subreddit for the Spoiler and Chapter Discussion thread?

No Yes
63.4% 36.6%
It's nice to see that roughly 2/3 of the users are here for more than just the Spoilers and Chapter discussion. But there is still a huge part that only use the subreddit for that.

Do you want the spoilers gone from this subreddit?

No Yes
86.7% 13.3%

Rate your overall experience on OnePiece.

Here it's seems that out of 10, the Overall Experience on /OnePiece is 8.35
Image n°3

One Piece related questions :

Who is your favorite Straw Hat?

Luffy Zoro Nami Usopp Sanji Chopper Robin Franky Brook Jinbe
34.8% 29.1% 1.3% 6% 10.1% 1.8% 6.5% 2.4% 5.4% 2.6%

Who is your least favorite Straw Hat?

Luffy Zoro Nami Usopp Sanji Chopper Robin Franky Brook Jinbe
0.8% 3.3% 10.6% 15% 6.5% 21.3% 4% 19.2% 8.3% 11.1%
As it was expected, Luffy is the Favorite Straw Hat for a lot of peopel, he's also the Straw Hat with the fewest "Least Favorite". After him Zoro is second favorite, followed by Sanji, Robin, Usopp, Brook, with the other Straw Hat having very few votes (and Nami having the Least "Favorite" Straw Hat.)
After that, it seems like Chopper, Usopp, and Franky are the one people like the least out of the Straw Hat.
I know it was a hard question for some of you, but the result are still interesting to know.

Which Strawhat has the saddest backstory?

Robin Brook Sanji Chopper Nami Other
50.9% 25% 9.3% 7.1% 5.8% 1.9%
The Straw Hats with the saddest backstory is Robin! Followed by Brook, then Sanji, Chopper and Nami.

What is your favorite Yonko crew?

Red Hair Whitebeard Big Mom Beast Blackbeard
34.7% 31.1% 14% 10.6% 9.5%
So the favorite Emperor's crew are the Red Hair Pirate! Which is very impressive since we haven't seen much of them. I guess Oda better delivers when it come to see them in action after Wano.

Who is your favorite Admiral?

Garp Aokiji Fujitora Kirazu Akainu Sengoku Green Bull
28.4% 28.2% 20.8% 15.8% 4.7% 1.7% 0.5%
While Garp was only a Vice Admiral, he was put in the poll, and he won it! Whitout him, it's Aokiji that is the favorite, followed by Fujitora.
Image 4

Who is your favorite Supernova (outside the Straw Hat)

Law Kid Bonney Urouge Bege X Drake Hawkins Apoo Killer
63.5% 12.4% 5.5% 4.5% 4.3% 4% 2.8% 1.7% 1.3%
Who else than the character that nearly managed to defeat Luffy in the 5 popularity poll? Law is the Favorite Supernova outside of the Straw Hat!

Which is your favourite canon arc in One Piece?

The Favorite Canon Story arc are (You could vote for more than 1) :
Position Story arc Result
N°1 Enies Lobby 43.3%
N°2 Marineford 39.8%
N°3 Wano 30.2%
N°4 Water 7 23.3%
N°5 Impel Down 19.6%

Which is your least favourite canon arc in One Piece?

The Least Favorite Canon Story arc are (You could vote for more than 1) :
Position Story arc Result
N°1 Long Ring Long Land Arc 37.2%
N°2 Fishmen Island 16.9%
N°3 Syrup Village 15.8%
N°4 Thriller Bark 10.1%
N°5 Punk Hazard 9.7%

Favorite Cover Story?

Position Cover Story Result
N°1 Enel's Great Space Operations 24%
N°2 From the Decks of the World : "The 500.000.000 Man Arc" 11%
N°3 The Stories of the Self-Proclaimed Straw Hat Grand Fleet 10.7%
N°4 Ace's Great Blackbeard Search 9.8%
N°5 Straw Hat's Separation Seria 9.6%

Character Design in One Piece :

Do you like the female character designs in One Piece?
Yes No I have no opinion.
63% 19% 18%
Do you like the male character designs in One Piece?
Yes No I have no opinion.
89.6% 0.9% 9.5%
It's true that Oda isn't the best when it comes to Female character design. However it seems like the majority of users don't have a problem with that.

Are fight a determining factor for your enjoyment of the series/arc?

Yes No
52.6% 47.4%
Now this is rather surprising I must say. What do ou thing about this?

What is/are your (absolute) favourite aspect(s) of One Piece?

From the result we have, it seems like the World-Building is the favorite part of One Piece (With 88.6% of voters choosing this).
It's followed by The Adventure (69%), The characterization (54.4%), the Inter-character relationship (49.4%), the Action (36%) and the Art Style (26.2%).
And those result are obvious. Some of the most upvoted chapters of this subreddit are when we have huge world building moment, like 907 (Shanks talks to the Elders), or 957 (ULTIMATE).

Post-Timeskip is?

On Par with Pre-TS Better than Pre-TS Worse than Pre-TS
59.8% 28.2% 12%
This question is one of the most asked. With a lot of vocal voices saying that post TS is worse than Pre-TS.
It's different for sure, but now we know how the community feels about that.

If you could eat a Devil Fruit, what type would you want?

Paramecia Zoan Logia
28.9% 8.6% 62.5%
Most people could choose to eat a Logia, and it seems like becoming a Furry is the lesser choice in this subreddit.

The Final Antagonist of One Piece will be :

With 48.5% it's Blackbeard!
Really? That is surprising for me since it's obvious that Oda will make the SH fight against the World Government after they find the One Piece. And I honestly don't see Blackbeard being the final Antagonist because of that.
So people who voted for this, what was your reasoning for it?

What is One Piece Biggest Flaw?

Some of the biggest flaws mentionned are :
  • The Pacing
  • The Lack of characters' death outside of Flashback
  • The Anime.
Which are all fair flaws to the series.

Random Questions about the Series :

As of Wano, is Jimbei stronger than Zoro?

Yes No Yes but Zoro will be stronger soon
9.8% 60.3 29.9%
I guess people really want Zoro to always be the second strongest no matter what... I expected this result, but I was still disappointed...

Was Zoro as strong as Luffy just after the timeskip?

Yes No
31.5% 68.5%
I... Really? 31.5% said yes?

Will Sanji get laid by the end of the story?

Yes No
49.6% 50.4%
Nearly the perfect split, and it's easy to see why it's very divisive. (Also shows that every vote counts).

Will Usopp be part of the 1 Billion Club by the end of the story?

Yes No
76.4% 23.6%

The Straw Hats will go to Laugh Tales :

Before fighting the WG After Fighting the WG
71.1% 28.9%
It's been hinted at a lot that the SH will go to Laugh Tales before taking on the WG. So for me it feels rather strange to have more than 1/4 voting for them reaching the final island after.

Who will be the one to defeat Kaido? (So give the last hit)

With 66.3% of the votes the one who will give the last hit to Kaido is : Luffy!
Followed by 11.5% with someone else (that isn't Law/Kid/Zoro/Big Mom/Scabbard/Admiral) and 11% by one of the Scabbard.
Zoro received 6.4% of the votes.

Who will be the first SH to realize their dream?

Luffy Zoro Nami Usopp Sanji Chopper Robin Franky Brook Jinbe
16.2% 12.5% 3.2% 32.7% 7.8% 1.8% 15% 6.8% 2.8% 1.2%
Most users believe that Usopp will be the first one to realize his dream!
I also think the same as it's the easiest Dream to realize really. I could bet you it will happen in Elbaf.
After that, we have Luffy and Robin, and it make sense since their dreams are linked. Both can be done once they reach Laugh Tales.

How many members will the crew have at the end? (With Luffy)

And most people want 11 members total in the crew! (With 28.6%), 27.5% wants 12 members, wile 19.8% want the crew to be complete right now with Jinbe.

Who do you think wins in a 1v1 : An Emperor or an Admiral?

Yonko Admiral
92.3% 7.7%
If you are active on the subreddit, you know it's one of the question that creates the most discussion/arguments about.
So it's nice to know the overall opinion of the subreddit on this question (Doesn't mean it's always correct mind you).

Is Mihawk emperor's level?

Yes No
57.7% 42.3%
Also a very divisive question on this subreddit.

Is Aokiji emperor's level?

Yes No
38.3% 61.7%

Is Akainu emperor's level?

Yes No
66.2% 33.8%
So they fight for 10 days in a very close battle. With Akainu winning in the end, but after a long and hard fight. And one is Emperor's level while the other isn't?
Really? I find that hard to understand.

If Oden was alive would he be stronger than Mihawk

Yes No
63.7% 36.3%

How strong was Oden at the time of his death?

The strongest Top 3 Top 5 Top 10 Top 20 < Top 20
1.4% 15.4% 32.5% 37.5% 11.9% 1.4%
I like Oden, but sometimes I feel like people are overestimating him.

Who is stronger between Shanks and Mihawk?

Shanks Mihawk
85.6%% 14.4%
This is also one of the question creating the most arguments on this subreddit, after all Mihawk is the World Strongest Swordman. But Shanks is an Emperor and became one after losing his arm.

Is Kaido stronger now that 20 years ago?

Yes, he's stronger Same level Weaker
64.5% 26.3 9.2%

Had Ace survived, would Wano be liberated by now?

Yes No
17.9% 82.1%

Could the Marines take on ALL the Yonko at the same time ?

Yes Yes in Marineford only No 2 at the same time 3 at the same time
2.4% 3.3% 68.6% 23% 2.7%
This question is also linked to how you see the Emperor vs Admiral. So depending on which side you are on, you are more likely to pick Yes or No.

Which character do you want focus on next?

Rank Character %
N°1 Vegapunk 24.7%
N°2 Dragon 18.8%
N°3 Shanks 14.6%
All very good choices, and all of them are character we have known for a long time without really knowing.

Will Blackbeard find the One Piece before Luffy?

Yes No
18.7% 81.3%

How strong is Monkey D. Dragon?

The strongest Top 3 Top 5 Top 10 < Top 10
3% 18.8% 31.8% 37.5% 8.9%
Here, most people seems to think that Luffy's father, Garp's son is part of the strongest characters of the series. Oda better respond to our expectations then.
As for his Bounty : Well, 31.6% think it will be more than 6 Billions and 28.1% think it will be between 5-6 billions.
That remind me, I once made a poll asking people what Sabo's bounty would be (since we knew it was getting revealed in a magazine soon). So maybe I will do the same for Dragon? That could be nice.

Who is currently the strongest Emperor?

Kaido Shanks Blackbeard Big Mom
43.1% 26.4% 26.3% 4.2%
I wonder if the recent chapters made people change their perception on this...

What are the fights you would want to see?

Fight %
Blackbeard vs Shanks 55.5%
Garp vs Rocks 54.9%
Garp vs Roger 54.8%
Mihawk vs Shanks 52.6%
Akainu vs Aokiji 44.6%

How long do you think One Piece has left? (At a rate of 40 chapters a year)

Image 5.
As you can see, most people think One Piece has at least 5 years left to go on. We will know Oda is terrible with respecting his own objectives. And this is good. The more One Piece the better.

On a scale from Spandam to Whitebeard/Roger, How strong is Im?

For this question, it seems like most people put Im at the same level as Whitebeard/Roger with 28.6% voting Im being there.
I honestly don't know how strong I want Im to be.

What arcs, after Wano, do you want?

The arcs people want the most are :
Arc %
Elbaf 79.8%
Laugh Tales 68.6%
Vegapunk 67.5%
The Final War 66.3%
Red Hair Pirates 38.2%
So arcs teased for years (Elbaf/Laugh Tales/Final War) and about character that people want to see (Vegapunk/Red Hair pirates).

How is Blackbeard able to use multiples Devil Fruits?

Reason %
More than 1 soul 29.5%
Weird Body 29.7%
Yami Yami 35.2%
Other 5.6%
It's one of those question were people have very different opinion about. And right now there isn't really a major concensus in the fandom, even if the theory about it being related to the Yami Yami is more popular.
In the Other catergory, there was the Cerberus Devil Fruit option, Blackbeard being a Triplet, him being actually 2+ kids in a trenchcoat, him being a failed Vegapunk experiment, having several stomachs him being pregnant (Stop reading fanfiction), him putting the power inside his rings, being a great guy and him being a cunt.

Haki is :

Image 6
Overall, People like Haki in the series, with a 4.38 out of 5!

How many arcs are left after Wano?

Image 7
Here, it seems like the answer for the community would be 4-5 arcs left. Which would then make (base don the How long One Piece has left), like a year per arc on average.

The final war of One Piece will be :

Reason %
SH+RA vs WG+Marines vs BB 50.8%
SH+RA vs WG+Marines 37.6%
SH vs RA vs WG 6.8%
Other 4.8%
I just don't see Blackbeard being in the final war, as my opinion is that he will be dealt with before it. For the other answers, there was Straw Hats vs Blackbeard Pirates, Family of D vs vs im sama, Total civil war in marines, Straw Hat vs Shanks, Straw hat vs Pound, Zoro vs World Goverment, Dugongs vs buggy.

Will Luffy die at the end of One Piece?

Will Luffy die? %
Yes 28%
No 72%
An ending were Luffy died wouldn't be a good ending for me. He needs to survive and go on more adventures.

Are Shakky and Rayleigh Mihawk's parent?

Answer %
Yes 10.2%
No 89.9%

Will the crew still be together at the end of the series?

Answer %
Yes, they will keep going on adventure together.| 57.6% o, they will move on, like the Roger Pirates| 42.4%
Like with Luffy living, I want the Crew to stay together, and sail together for many more adventures. I could see them taking breaks from time to time, but them staying together would be the best ending for me.

Can the Red Line be destroyed with Ancient Weapons?

Answer %
Yes 91.9%
No 8.1%

What is the biggest mystery left to be revealed?

The most common answers were : The Void Century, the Will of D, Im, The One Piece, Joy Boy, Luffy's mother and Who is Pandaman?

What is the One Piece?

Here, there was plenty of : "No idea", The friends we made along the way, a Devil Fruit, Knowledge, Uranus, History, a book, my mom.

What sort of Devil Fruit do you want to see in the story?

The most common answer was : Water Logia! Followed by Wind Logia and people wanting more mythical Zoans.

What is the craziest theory you believe?

Here are a few of them :
  • Shanks is a Celestial Dragon
  • That Vegapunk is going to flip a switch in the Pacifista programming to fight the marines at the end.
  • Luffy's mom was a celestial dragon
  • Devil fruits are all artificial from the void century
  • That Finland doesn't exist
  • Zoro is going to get Rodger's disease
  • D's were the original Celestial Dragons
  • Weevil was made by Vegapunk using Whitebeard's cells and then was discarded until Bakkin picked him up
  • One of the Roger Pirates (probably Scopper Gaban) is on Laugh Tale waiting for whoever finds it, sort of like how Crocus and Rayleigh seem to be positioned to monitor rookie pirates
  • Onigashima is an Oarz like skeleton and Big Mom is gonna bring it to life.
  • The different races came from other planets/moons
  • Tama is a Kurozomi
  • Ussop is a descendant of Mont Blanc Nolan
  • Luffy hatched from an egg.
  • The fish that bit Shanks's arm off was Joyboy's pet
  • Bon chan is Kin'emon's son
  • Oda no longer draws the manga
  • bonney and ace having a child
  • That Perospero is going to help kill Big Mom.
  • Dragon being former Admiral
What are your favorites?
And here it is, the 500K survey! Took me far too long to make, as I underestimated the time needed to sort the answer and create this post. Like damn.
I hope you enjoyed it. The anwers for the Survey Saga will be up next in some time.
submitted by Kirosh to OnePiece [link] [comments]

Mikasa's Character Arc: What, Where, How, When

Mikasa's Character Arc: What, Where, How, When
There's been some discussion on Mikasa in the sub lately, both positive and negative, and it's led me to think a bit more about her character. In particular, I've been thinking about her character flaw, what it is exactly, and whether or not she's developed past it – and if she has, what that means for her in the final arc.
Isayama once said that Mikasa is a character who 'expresses herself via actions and facial expressions quite a lot'. I sometimes feel that that's why a lot of her personal story gets overlooked – because she's not loud about it, and nor is anyone else. She's one of the most reticent characters in the manga and, more importantly, deliberately written that way. It's intentional on Isayama's part for Mikasa to mostly 'express herself via actions and facial expressions', and so, as difficult as it might be to follow, that's mostly how her personal journey is told.
Because she doesn't say much, talks a lot with her fists, and is the team's natural and aggressive protector, it's easy to assume that there's nothing more happening there. Isayama clearly doesn't mean for readers to overlook her, but some inevitably do because she's not as obvious and outspoken as other characters. She's not like Eren, whose dissatisfaction with the world drives him to continuously push back, or like Armin, whose self-doubt and fear of responsibility constantly battle with his natural intelligence and sense of duty. She doesn't outwardly appear to suffer from the neuroses that afflict a lot of the others in the main cast.
As a result, her development as a character isn't easy to track. Where does it start? Where does it end? What even is it? It's fair to ask, in Mikasa's case, whether she even has a character arc to begin with. What changes about her? Does she actually react in any way to her experiences and evolve as a result of them, or does she remain the same from beginning to end?

Mikasa's Flaw

Fans' opinions on Mikasa's character are often based on her feelings for Eren and the actions she undertakes to protect him. It irks some readers that Eren is Mikasa's priority, and that her life seems to revolve around him. Because they consider this her character flaw, they expect that her character development is going to rectify this flaw; that she'll move away from Eren, whether physically, emotionally, or mentally, and find something else to live for.
In a 2016 interview, Isayama said: 'Mikasa's growth probably involves separation from Eren'. People generally stop at that and go from there – they either believe that Mikasa can't grow as a person unless Eren stops being important to her, or that a Mikasa who isn't separated from Eren (emotionally, mentally, or physically) is inherently a flawed character. Isayama's explanation of the 'separation' he means is never usually discussed, even though he actually does go on to clarify it: 'Mikasa's growth probably involves separation from Eren. By separation, I mean she might be able to return to that ordinary girl that she used to be in childhood'.
If the all-important 'separation' for her growth is about Mikasa returning to the 'ordinary girl' she used to be, it's worth asking what isn't ordinary about the girl Mikasa became, and when that change happened. And once that 'non-ordinary' quality about Mikasa becomes apparent, it can be identified as Mikasa's flaw; the deficiency in her character that we can expect her to overcome.
Mikasa loving someone or wanting to protect them isn't in itself a flaw. It's a fairly ordinary, reasonable thing, and it's something plenty of other characters already display in the story: Franz wants to protect Hanna; Ymir, Historia; Eren, Mikasa; Kenny, Uri; Levi, Erwin, and so on ad infinitum. There's a reason that Mikasa's love for and general protectiveness towards Eren never changes. It's because it's not something she was ever meant to 'grow past' or 'get over'. It was never her flaw.
Her flaw is fear.
Mikasa's overprotectiveness of Eren is what isn't 'ordinary', because it's connected to her deep, abiding fear of loss. Her desire to constantly stay by him is pitiful because, above all else, it represents her fear and her mistrust of the world. And it's why her 'separation' from him is about more than just 'Mikasa finds something else to do apart from care about Eren'; it's a return to her being 'the ordinary girl of her childhood': a normal girl who isn't constantly fixated on how the people she loves can die at any moment:
https://preview.redd.it/gpraaqxt1sq51.jpg?width=750&format=pjpg&auto=webp&s=dbcb1a366ae0b26f287143aa4d7e916d1c7b3c49

Mikasa's Fear

This fear Mikasa has for Eren begins at a very particular point in the story which we build up to from here:
https://preview.redd.it/wew8y69v1sq51.jpg?width=358&format=pjpg&auto=webp&s=a3553545737dfbe82fddbd216d02e9c9012d0d82
Mikasa and Eren's first significant spat is over his wanting to join the SC. She thinks it's too dangerous, and her fear is understandable. Our first view of the SC's return is cuts and blood and gore, and we – and Mikasa – watch a mother receive the paltry remains of her son:
https://preview.redd.it/w0e8lhdw1sq51.jpg?width=385&format=pjpg&auto=webp&s=c1ca4c2324a3f9d937da166bd33a29e40151edd6
Cuts and blood and gore are already how Mikasa lost one family:
https://preview.redd.it/ey7zvf3x1sq51.png?width=2156&format=png&auto=webp&s=37af830088a887a60f13a66438140080be678776
And it's what Eren puts himself in danger of by going out into the world with the SC. Mikasa is afraid of losing him to the violence of the world, and she sees that fear reflected in Carla:
https://preview.redd.it/5kxvb23y1sq51.jpg?width=205&format=pjpg&auto=webp&s=7257c665371ff0f5c86edb1e122bfa449d71a213
Mikasa has already seen how Moses' mother lost her son. And if, like Moses, Eren goes beyond the Walls with the SC, Carla might also eventually find herself holding nothing of her son but a single hand. So Mikasa makes her a promise:
https://preview.redd.it/n192vswy1sq51.jpg?width=550&format=pjpg&auto=webp&s=d29af3c6425155a4b01b7199c9ee3050f30240a8
But it wasn't Eren she needed to worry about after all.
https://preview.redd.it/rhrw60qz1sq51.png?width=754&format=png&auto=webp&s=333ea1b54f2544bff0a8b8f757903dcfa7ee0ff9
This is the point at which Mikasa's fear begins.
Because all she has left from the carnage is Eren, Mikasa will never let happen to him what happened to her parents and to Carla. She is his protector. That is a role that she's chosen, and, to some extent, been given. This protection is built on her love for Eren, but also powerfully informed by her fear of the world; the world which hurts, maims, and kills people. The result of this fear is Mikasa's inability to trust anyone or anything with Eren, not even himself. She believes that she is the only one who can stop bad things from happening to Eren; that if she's not there, he will die.
https://preview.redd.it/i5829j232sq51.jpg?width=550&format=pjpg&auto=webp&s=6404374e9a6239d474f2b01891e194fbd239eb9d
So when Mikasa is pushed into a situation where she thinks Eren will be in danger, she prioritises Eren. Other considerations are pushed aside in favour of her one true goal: making sure she's there to keep him alive.
https://preview.redd.it/myi13tg42sq51.jpg?width=644&format=pjpg&auto=webp&s=ecf0e5cf8e1a25ca2b3c64462006e63d54ad0065
And, in the world of the SC, Mikasa is challenged on that immediately. Not just by Eren, but also by what happens in Trost. Mikasa saves innocent citizens from Reeves' greed and cruelty, and from titans. She gives Reeves a lesson: that his life is not more important than the lives of all the people he's endangering. It's something she had to be reminded of by Eren, and a conclusion she reached herself when she watched her comrades die for the sake of the evacuation.
https://preview.redd.it/1hht9hw52sq51.png?width=1436&format=png&auto=webp&s=1a80931917f4cd81f489a00816e557912723785e
Mikasa being confronted with things that are more important than Eren happens fairly often to her. She also pretty consistently allows space for these 'other things', sometimes to her own surprise. The first time she's made to realise this about herself is in the Female Titan arc, when Levi points out that maybe she had 'selfish desires' for which she wanted to kill Annie.
That whole incident with Levi in Chapter 30 is significant for Mikasa's development in a few different ways.
  1. When Levi says they'll focus on one objective and that won't include outright killing Annie, Mikasa's one objection is: 'How many of our comrades has she murdered?' Mikasa has no problem being straightforward with Levi. If her first and only consideration was Eren, she'd voice it. She'd even get away with it, because they all need Eren at this point. But instead, she reveals that she has a separate, personal desire: avenging their dead. Mikasa wants to kill Annie for her own reasons.
  2. Levi states that their goal is to retrieve Eren. He gives himself the main role of 'slash[ing] away' at the titan, meaning that he will be the one to actually save Eren, who is in the titan's mouth. And he gives Mikasa the job of distracting Annie. Mikasa accepts a secondary role in a plan that is specifically to rescue Eren.
  3. And when she does break from the plan, it's not so she can go and get Eren herself. Mikasa risks the objective of the mission – and Levi, and Eren – by going in for the kill. Mikasa risks the plan to save Eren by acting on her own desire to kill Annie.
Two important shifts take place here for Mikasa. One, she entrusts Eren to someone else, as demonstrated by her action of allowing Levi to take the lead. Two, her focus stops being, even for a short while, Eren – as confirmed by her facial expression when Levi challenges her on it, because she doesn't seem to immediately realise she's even capable of that:
The objective was: Forget killing the Titan. Rescue Eren. And Mikasa, for no matter how short a time, lost sight of that.
The fearful, overprotective aspect of Mikasa's relationship with Eren is beginning to change, because her relationship with the rest of her world is beginning to change. With his rescue of Eren in the forest, Levi proves to Mikasa that other people are just as capable of protecting Eren as she is. And if she happens to take her mind off Eren for a bit, it doesn't mean he'll die.
This is where the 'separation' begins. Mikasa starts to accept distance between herself and Eren; the distance of being able to trust others with him, of not needing to constantly be with him and personally oversee his safety. And it leads to this watershed moment in the Uprising arc:
Mikasa. Whilst Eren has been kidnapped. And all they know is that he's inside a coffin with some random undertaker at some random inn. Maybe.
In Chapter 4, Mikasa couldn't handle Eren being in a different part of the city from her during a mission because of how afraid she was that he'd die without her. In Chapter 30, she let Levi take the lead on getting Eren back, and was shocked when she realised that, even for an instant, she'd prioritised something else over him. In Chapter 57, Eren's been kidnapped, no one's been certain for two days about where he is or what's happening to him, and Mikasa is, well, as pictured above.
The debilitating fear that used to tie Mikasa to Eren is gone for good. She's finally let Eren go, and discovered that it doesn't mean she'll lose him.

Mikasa's Strength

Post-timeskip Mikasa is in a good place, and long past the fear with which she faced the world as a young girl. She's with Eren, working with the Volunteers, and she and Armin are excited about the possibilities of the widening world. Then Eren effectively betrays the SC for reasons they can't fully understand, and, once again, Mikasa's world begins to change in alarming, unpredictable ways.
https://preview.redd.it/y4f97ksi2sq51.png?width=346&format=png&auto=webp&s=a17a0410c8f25e97ee450b57d9636e5fc147b874
For the first time in a long time, she loses someone she loves.
Eren's in jail and Mikasa remains by Sasha's grave, pondering the old words that bind her and Eren together: 'If we don't win, we die. If we win, we live. If we don't fight, we can't win.' Ironically enough, Sasha is the only character in the entire manga to have said those words apart from Eren and Mikasa themselves. And she's now dead as a result of Eren's fight. So what exactly is Eren fighting for, and what does winning that fight entail?
This is the first time in the manga that Mikasa begins to doubt Eren, and the first time their bond has ever really been threatened. And not by the world, titans, or murderous kidnappers, but by Eren himself. The idea that there is beauty where cruelty also exists has informed Mikasa's perspective on the world since Eren wrapped his scarf around her. He showed her that it is possible for the two things to co-exist; for there to be human cruelty as well as human kindness, cold as well as warmth, life as well as death. But Eren is now showcasing the exact cruelty that Mikasa used him as a beacon against. What he's done is undoing what she believes in; it's not just that it's shaken her view of Eren – it threatens to undo Mikasa's whole world-view.
In that same 2016 interview, Isayama spoke of Eren and Mikasa's eventual separation being ideological: 'If I were to draw the separation of Eren and Mikasa . . . Mikasa would have to endure the strain of being stuck between Eren and Armin. Even though she can sympathise with Armin, who considers things from a ''globalism'' perspective, it’s possible that she can't just let the more self-focused Eren go'. This ideological separation begins the moment Eren defects from the SC. It's from this point onwards that EMA's paths truly begin to diverge, and Mikasa in particular is presented with a choice that she's never had to face before. Of the two people she loves most in the world, does she choose the 'self-focused' Eren or the 'globalist' Armin?
The choice she makes will most likely conclude Mikasa's character arc once and for all, and it's a choice that's been building since before the time-skip, represented by her interactions with two characters in particular:
1. Mikasa and Floch
At the award ceremony in Chapter 90, Floch points out something interesting about Mikasa in what is otherwise an easily overlooked moment in the manga. Although multiple people were present on the rooftop during Serumbowl, he is the only one to explicitly draw attention to the fact that Mikasa let go. She resigned herself to losing Armin because Hanji convinced her that Erwin was more important to humanity and Mikasa's grief at losing him was something that would pass.
https://preview.redd.it/oqjfh2gk2sq51.png?width=584&format=png&auto=webp&s=f13d8f9a80608e4ac8a85c30d3ddc79b751ad1dd
Floch sees this as maturity, but the realisation that she was willing to let Armin go for the sake of humanity is something that Mikasa is shocked by. It makes her falter, and let go of Eren. Mikasa has always defined herself as Armin and Eren's protector; she's presented in the story as such, and she styles herself as such. She's the one who keeps Eren and Armin safe. But Floch's words make her realise that, on the rooftop, she was able to step away from that role – because her world has expanded beyond Armin and Eren. It has expanded to include Hanji and Levi and the other Scouts – and humanity.
Mikasa is capable of making choices that hurt her deeply for the sake of a greater cause.
2. Louise and Mikasa
Louise meets Mikasa on three occasions. The first time, Louise tells Mikasa she likes her because Mikasa saved her, and gave her something to strive for: 'You can't save anyone without power. It's okay for us to fight against unjust violence. That's what I learned' (109). In the same way Eren 'gave' Mikasa a motto to live by, Mikasa gave one to Louise.
The second time, Louise tells Mikasa that she's happy to be by her side again, fighting for the same goal. Mikasa is ambivalent towards her. And she leaves her scarf behind, choosing to go and fight the titans without it.
In between the second and third meetings, Mikasa talks to Armin. She asks him if he's really going to tell Connie to give up on his mother and let her remain a titan; Armin says yes, he is. When Mikasa asks what should be done about Eren, Armin replies that there's nothing to be done; he's a lost cause. After Armin leaves, Mikasa notices that the scarf is missing, and goes to retrieve it.
The third and last time they meet, Louise is dying. She tells Mikasa that Eren wanted her to throw the scarf away, but she thought that she could take it to be close to Mikasa. Though she appears to sympathise with Louise's plight, Mikasa demands the scarf back from her. She walks away from Louise even as Louise tells her that she had no regrets, because she chased after Mikasa, devoting her heart.
Each meeting between Louise and Mikasa mirrors, in an abbreviated way, the different stages Eren and Mikasa's relationship has gone through. 1: Louise's initial love and gratitude, and her taking Mikasa as an inspiration; 2: their fighting side by side as equals; and, finally, 3: their literal separation as Mikasa chooses to walk away.
Louise reminds Mikasa of what Eren means to her. Mikasa never seeks to stop Louise from talking about her feelings; instead, she listens. She might not reciprocate, but she does understand. And her understanding Louise's love reminds her of her own. She walks away, but she takes the scarf with her. Despite what Armin said, and what Louise told her about Eren and the scarf, Mikasa chooses to keep a hold of it in the way she keeps a hold of the hope that Eren can still be brought back.
Mikasa is capable of holding on to the person she loves even when he's gone too far.
Mikasa Chooses . . . Mikasa
Despite the apparently binary choice, Mikasa doesn't have to choose to side with Eren (allow the Rumbling to go ahead) or with Armin (kill Eren to stop him). She said it herself: there's a third option. Her way. Eren's wandered so far down his path that he's lost sight of Mikasa and of Armin; of what connects him to the world. Mikasa chooses, not to support him or to believe that he's a lost cause, but to remind him that walking away from his humanity doesn't mean that he can't turn around and walk back.
Kruger said 'Anyone can become a god or a devil. All it takes is for someone to claim it for it to be true' (88). But if there's someone to challenge that belief, then the possibility remains of breaking the facade and setting the story straight – thereby freeing that person from the role they've either taken on out of necessity, or been assigned. It's something we've already seen happen. All it takes is for one person to question it, and the goddess falls apart to reveal an empty, unloved young girl, or the devil's mask cracks open to show the boy still grieving for the world he's lost.
Ymir knows that Historia's faking it; Mikasa knows that Eren is kind. Each of them challenges the story that their loved one is telling in order to keep going: Historia to survive, Eren to achieve his dream.
It took Mikasa years to truly overcome the cruelty she had seen as a child. Despite everything, she did, in the end, go back to being that 'ordinary girl'. She came to acknowledge that cruelty exists, as does death – but life must nevertheless be lived, people loved, experiences had, and faith kept. Seeing the beauty in a world that is inherently cruel is, and always has been, Mikasa's greatest strength. It's something she is capable of offering Eren, who no longer seems to believe in that duality, or in his own humanity. She can show him what he showed her; that the world isn't black or white, cruel or beautiful, dark or light. It's both. And it's possible to live with that.

Conclusion

Mikasa is no longer fighting to protect Eren from the world; she's fighting to protect the world from Eren. She's the person best suited to do that not only because she's his family, but because Eren's despair and anger at the world is what she might have ended up with herself. If any character was dealt a crueller hand by the world than Eren, or could have become as bitter about the world as him, it was Mikasa. But he stopped that from happening because his kindness showed her that the world, as bad as it was, had good in it.
Little by little, Eren's abandoned that view of the world himself. He no longer sees both its beauty and its cruelty, but has confined himself to seeing - and acting on - only one. When they fought Annie in Stohess, Mikasa had to remind Eren that the world was cruel, because Eren had lost sight of that truth. Now, Eren's lost sight of another, equally valid truth; that the world, as cruel as it is, is also beautiful. That he, as inhuman as he thinks he is, is also kind.
If Mikasa manages to 'bring Eren back', she'll have come full circle. She started off as a little girl who was seeking something, anything, to hold on to. She needed a saviour, and she got one in the form of Eren. In this scenario, she'll end as a saviour herself, someone who is now able to pass on the light that she once received. Her fear of the world and of losing her loved ones subsided; she managed to find the warmth she needed to carry on. She doesn't need Eren's scarf anymore – but he might need hers.

Final Thoughts

My perspective on Mikasa is that she's not a very obvious character when it comes to development, and so she sometimes appears static. And because so much of her drive is Eren, a lot of fans look to her relationship with Eren to change for proof that she's somehow developed. But Mikasa's obstacle, her personal flaw, isn't Eren himself, and never has been. Her flaw has always been her deep and debilitating fear about losing the people she loves – Eren and Armin – and her inability to really trust or love anyone apart from them.
Mikasa's separation from Eren = her beginning to trust the rest of the world not to stab him in the chest, almost behead him, or eat him alive whilst she's not there. It's good for her because it means she stops being so terrified that she'll lose Eren, not because it means she'll stop loving him or wanting him to be safe. And she reached that point of separation a long time ago in the manga. It was fully realised the moment she decided to trust Levi during the Uprising arc, despite the fact that Eren was literally gone from her side and she had no way of knowing whether he was dead or alive.
The final confrontation is where Eren and Mikasa's ideological separation, the one discussed by Isayama in the interview, will/won't occur. It – and its finer details – can unfold in a number of ways, and each one could mean something different for Mikasa's character. But her choosing to face Eren in this way is a natural culmination of her development until now. I've no concrete theories on what will actually happen once the Alliance reaches Eren, but I'm fairly certain that Mikasa is central to the resolution of this arc. And what with the way she's been written by Isayama so far, that's no bad thing.
So, to finally end this ramble, I hope that this post at least offers people a different perspective on Mikasa's character and how it's changed over the course of the story. I look forward to reading any other observations/thoughts on Mikasa's development that people might have. Many thanks for giving mine a read!
submitted by lemmesay1stupidthing to titanfolk [link] [comments]

Over-Optimizing for Performance

Recently on the csharp subreddit, the post C# 9.0 records: immutable classes linked to a surprisingly controversial article discussing how C# 9.0's records are, underneath it all, immutable classes. The comments are full of back-&-forth over whether one should use records for ease or structs for performance. The pro-struct argument revolved around the belief that performance should always be a developer's #1 priority, and anything less was the realm of the laggard.
Here is a real-world example that shows with stark clarity why that kind of thinking is wrong.
Consider the following scenario:

1

You're working on a game with dozens, maybe hundreds of people on the team; you don't know because when you were cross with facilities about them removing all the fluorescents, you got accused of being against the new energy saving initiative. Now you swim in a malevolent ocean of darkness that on some very late nights alone in the office, you swear is actively trying to consume you.
 

2

The team that preceded you inherited an engine that is older than OOP, when source repositories were stacks of 8-inch floppies, and it looked as if Jefferson Starship was going to take over the world. One year ago they bequeathed upon the company this nightmare of broken, undocumented GOTO spaghetti & anti-patterns. You're convinced this was their sadistic revenge for all getting fired post-acquisition.
 

3

Management denied your request to get headcount for an additional technical artist, but helpfully supplied you with an overly nervous intern. After several weeks working alongside them, you're beginning to suspect they're pursuing something other than a liberal arts degree.
 

4

Despite the many getting started guides you spent countless evenings writing, the endless brownbags nobody attended, and the daily dozen emails you forward to oppressively inquisitive artists comprised of a single passive-aggressive sentence suggesting they scroll down to the part that begins FW: FW: FW: FW: FW: FW: RE: WE BROKE TOOL NEED WORKAROUND ASAP ...
 
...yes, despite all of that, the engineering team still spent days tracking down why the game kept crashing with Error 107221: У вас ошибка after re-re-re-re-re-throwing an ex_exception when it couldn't (and should never even try to) load a 16K-textured floor mat.
 

5

Despite your many attempts to politely excuse yourself, one blissfully unaware artist exhausts 48 minutes of your lunch break explaining how the Pitchfork review for the latest "dope slab" of this TikTok-Instagram-naphouse artist you never heard of was just sooooo unfair.
 
And then in their hurry to finish up & catch the 2:30 PM bus home, they forget to toggle Compress To CXIFF (Custom Extended Interchange File Format), set the Compression slider 5/6ths of the way between -3 & -2, look to their left, look to their right, click Export As .MA 0.9.3alpha7, and make absolutely, positively, 100% SURE not to be working in prod. And THAT is how the game explodicated.
 

6

You know better than anyone the intermediate file format the main game loop passes to Game.dll, memory mapping it as a reverse top-middle Endian binary structure.
 
You know for 381 of the parameter fields what their 2-7 character names probably mean.
 
YOU know which 147 fields always have to be included, but with a null value, and that the field ah_xlut must ALWAYS be set to 0 unless it's Thursday, in which case that blackbox from hell requires its internal string equivalent: TRUE.
 
YOU know that the two tech artists & one rapidly aging intern that report to you would totally overhaul tooling so artists would never "happen" again, but there just aren't enough winters, springs, summers, falls, July 4ths, Christmas breaks, Presidents Days, and wedding anniversaries in a year to properly do so.
 

7

If you could just find the time between morning standups, after lunch standups, watersprint post-mortems, Milbert's daily wasting of an hour at your desk trying to convince you engineering should just rebuild the engine from the ground up in JavaScript & React, & HR's mandatory EKG Monitor job satisfaction surveys, you might be able to get at least some desperately-needed tooling done.
 
And so somehow you do. A blurry evening or two here. A 3:00 AM there. Sometimes just a solitary lunch hour.
 
Your dog no longer recognizes you.
 
You miss your wife calling to say she's finally cleaning out the hall closet and if you want to keep this box of old cards & something in plastic that says Underground Sea Beta 9.8 Grade, you better call her back immediately.
 
And your Aunt Midge, who doesn't understand how SMS works, bombards you one evening:
your father is...
no longer with us...
they found him...
1 week ago...
in an abandoned Piggly Wiggly...
by an old culvert...
split up...
he was then...
laid down to rest...
sent to St. Peter's...
and your father...
he's in a better place now...
don't worry...
it's totally okay...
we decided we will all go...
up to the mountain
 
You call your sister in a panic and, after a tidal wave of confusion & soul-rending anxiety, learn it was just Hoboken Wireless sending the messages out of order. This causes you to rapidly cycle.
 

8

On your bipolar's upswing, you find yourself more productive than you've ever been. Your mind is aglow with whirling, transient nodes of thought careening through a cosmic vapor of invention. It's like your brain is on 200mg of pure grade Adderall.
 
Your fingers ablaze with records, clean inheritance, beautiful pattern matching, bountiful expression syntax, aircraft carriers of green text that generate the most outstanding CHM for an internal tool the world has ever seen. Readable. PERFECTLY SOLID.
 
After much effort, you gaze upon the completed GUI of your magnum opus with the kind of pride you imagine one would feel if they hadn't missed the birth of their son. Clean, customer-grade WPF; tooltips for every control; sanity checks left & right; support for plugins & light scripting. It's even integrated with source control!
 
THOSE GODDAMNED ARTISTS CAN'T FAIL. YOUR PIPELINE TOOL WON'T LET THEM.
 
All they have to do is drag content into the application window, select an options template or use the one your tool suggests after content analysis, change a few options, click Export, and wait for 3-5 minutes to generate Game.dll-compatible binary.
 
Your optimism shines through the commit summary, your test plan giddy & carefree. With great anticipation, you await code review.
 

9

A week goes by. Then two. Then three. Nothing. The repeated pinging of engineers, unanswered.
 
Two months in you've begun to lose hope. Three months, the pangs of defeat. Four months, you write a blog post about how fatalism isn't an emotion or outlook, but the TRANSCENDENCE of their sum. Two years pass by. You are become apathy, destroyer of wills.
 

10

December 23rd, 2022: the annual Winter Holidays 2-hour work event. The bar is open, the Kokanee & Schmidt's flowing (max: 2 drink tickets). The mood a year-high ambivalent; the social distancing: acceptable. They even have Pabst Blue Ribbon, a beer so good it won an award once.
 
Standing beside you are your direct reports, Dave "Macroman" Thorgletop and wide-eyed The Intern, the 3 of you forming a triumvirate of who gives a shit. Dave is droning on & on about a recent family trip to Myrtle Beach. You pick up something something "can you believe that's when my daughter Beth scooped up a dead jellyfish? Ain't that something? A dead jellyfish," and "they even had a Ron Jons!"
 
You barely hear him, lost as you are in thought: "I wish I had 2 days of vacation." You stare down ruefully at your tallboy.
 
From the corner of your eye you spot Milbert, index finger pointed upward, face a look of pure excitement.
 
"Did I tell you about my OpenWinamp project? It's up on SourceForge", he says as he strides over. It's unsettling how fast this man is.
 
"JAVASCRIPT IS JUST A SUBSET OF JAVA!" you yell behind you, tossing the words at him like a German potato masher as you power walk away. It does its job, stopping Milbert dead in his tracks.
 
Dave snickers. The Intern keeps staring wide-eyed. You position yourself somewhat close to the studio's 3 young receptionists, hoping they serve as a kind of ritual circle of protection.
 
It works... kind of. Milbert is now standing uncomfortably close to The Intern, Dave nowhere to be seen.
 
From across the room you distinctly hear "Think about it, the 1st-person UI could be Lua-driven Electron."
 
The Intern clearly understands that words are being spoken to them, but does not comprehend their meaning.
 
You briefly feel sorry for the sacrificial lamb.
 

11

You slide across the wall, putting even more distance between you & boredom made man. That's when you spot him, arrogantly aloof in the corner: Glen Glengerry. Core engineering's most senior developer.
 
Working his way up from a 16-year old game tester making $4.35 an hour plus free Dr. Shasta, to pulling in a cool $120K just 27-years later, plus benefits & Topo Chicos. His coding style guides catechism, his Slack pronouncements ex cathedra; he might as well be CTO.
 
You feel lucky your team is embedded with the artists. You may have sat through their meetings wondering why the hell you should care about color theory, artistic consistency, & debates about whether HSL or CMYK was the superior color space (spoiler: it's HSL), you were independent and to them, a fucking code wizard, man.
 
And there he stands, this pseudo-legend, so close you could throw a stapler at him. Thinning grey-blonde tendrils hanging down from his CodeWarrior hat, white tee with This Guy VIMs on the back, tucked into light blue jeans. He's staring out into the lobby at everything and yet... nothing all at.
 

12

Maybe it's the 4.8% ABV. Maybe it's the years of crushing down anger into a singularity, waiting for it to undergo rapid fiery expansion, a Big Bang of righteous fury. Maybe it's those sandals with white socks. Maybe it's all three. But whatever it is, it's as if God himself compels you to march over & give him a piece of your mind, seniority be damned.
 
"Listen, you big dumb bastard..."
 
That... is maybe a little too aggressive. But Glen Glengerry barely reacts. Pulling a flask out of his back pocket, he doesn't look over as he passes it to you.
 
Ugh. Apple Pucker.
 

13

"I thought bringing in your own alcohol was against company policy", wiping sticky green sludge from your lips. He turns with a look of pure disdain & snorts.
 
"You think they're going to tell ME what I can & can't bring in?" He grabs the flask back, taking a big swig.
 
For what feels like an eternity, you both stand in silence. You swallow, speaking softly. "None of you even looked at my code. I worked very, very hard on that. My performance review for that year simply read 'recommend performance improvement plan." The words need no further context.
 
"I know", Glen² replies. "That was me."
 

14

Now you're not a weak man, and maybe in some other circumstance you would have punched him in the goddamn lip. But you feel nothing, just a hollowness inside. "Why?", you ask, wondering if the answer would even matter.
 
"Because you don't use Bulgarian notation. Because your method names aren't lower camel case. Because good code doesn't require comments. Because you use classes & records over more performant structs, pointlessly burdening the heapstack. BECAUSE. YOUR CODE. IS. SHIT."
 
You clinch your fists so tightly the knuckles whiten.
 

15

He looks away from you, taking another sip of green goo. "You're not a coder. You're an artist masquerading as one" he speaks, as if it were fact.
 
The only thing artistic about you is the ability to create user-friendly internal tooling using nothing but a UI framework, broken down garbage nobody wants to touch, & sheer willpower. If your son's life depended on you getting accepted into art instruction school, you couldn't even draw a turtle.
 
He doesn't pause. "I'll champion ruthless micro-optimization until the day I die. But buddy, I'm going to let you in on a little secret: you aren't here to improve workflow. You're here to LOOK like you're doing something NOBODY else can."
 
He goes on. "What do you think those artists are going to do when they have to stare at a progress bar for 4, 5 minutes? They're going to complain your tool is slow."
 
"Sure, it may take them 20, 30 minutes to do it the old way, there'll be an error, and either they'll stare at it for 30 minutes before adding that missing semi-colon or they'll come get you. And you'll fix it. And 1 week later, they won't remember how. And you'll stay employed. And every. Body. Wins."
 

16

A little bit of the pride, the caring, wells back up inside from somewhere long forgotten.
 
"You don't think we should care about rapid application development & KISS, quickly getting things out that help our team, instead devoting ourselves to shaving off ticks here & there? What do you think artists are going to do with those 4 minutes you talk about?
 
You don't stop. "I'll tell you what they'll do. They'll 9GAG for 20 minutes straight. They'll listen to podcasts about dialectical materialism vis-a-vis the neo-feudalism that is a natural extension of the modern world's capitalist prison. They'll Reddit."
 
His silence gives you the bravery to push the limits.
 
"Christ, man. Are you only in it for the $120K..."
 
He corrects you: "...$123K."
 
"...only in it for the $123K/year? The free snacks from the microkitchen? The adulation? Have you no sense of comraderie?? No desire to push us to something better?! No integrity?!!!"
 
His eyes sharply narrow, face creases in anger. You clearly have overstepped your bounds.
 

17

"You think I don't have integrity? No sense of teamwork? I'm only in it for the cold cash? You think I don't care about you all?", he roars.
 
A light volley of small green flecks land on your face.
 
"Why do you think they made a 16-year old tester the lead developer of a 1993 Doom clone?! Because my code was clean & painless to work with?! Because I made coding look easy?! No! IT WAS BECAUSE I WAS A GOD TO THEM.
 
And from a God, a PANTHEON. We built monuments to over-engineering! We crafted that of 7 weeks onboarding, that of immortal bugs, demonic hosts spawned by legion from the very loins of a fix. It took 2 years before a developer could BEGIN to feel confident they knew what they were doing. And by that time, they were one of US!
 
You think the team we laid off November '19 was fired because they were bad at their jobs? NO! It was because they worked themselves out of one. They didn't leave us a broken pipeline. They left an internal Wiki, a wealth of tools & example projects, and a completely transparent code base.
 
We couldn't have THAT, now could we? No, we couldn't. So we got rid of it. ALL OF IT. Poof. Gone. Just like that. Before anyone even knew a THING."
 
He leans forward, so close his psoriasis almost touches yours.  
With an intensity that borders on frightening, he whispers "You think they left us Game.dll? I fucking *MADE** Game.dll."*
 
The words hit hard like a freight train.
 

18

And without another word, he turns & leaves. You're left there, alone, coworkers milling about, with only one thought.
     
Were one to get a hobby, should it be cocaine?
 

In Conclusion

It's these kinds of situations that make me believe there are far more important considerations than a ruthless dedication to performance, even in the game industry as my real-world scenario so clearly demonstrates.
 
Like, records are cool & shit.
submitted by form_d_k to shittyprogramming [link] [comments]

The Meta Unicorn - Diana Invoke

The Meta Unicorn - Diana Invoke

(CEBASAYJC4RTQP2JJRKFMYACAECQCKACAEBQKAQCAMEQKSYBAEBQSXQ)

A Pre Note

I am not a top-100 player, as given the inevitable RNG of effects, matchups and draws in card games, and the lack of rewards for ranking up in LoR, I simply don't see the point in painstakingly grinding up to such a level. The highest I've climbed is low Diamond, but considering the above knowledge, I believe that at a certain skill level (perhaps at around Platinum), it's more about how much time one can put in than how skilled they are. HOWEVER, considering all this, I have the absolute conviction that this deck is a top-100 worthy deck.

Introduction

This is the only deck that I've played since Day 1 of Call of the Mountain, with various modifications, and I believe that it is a completely undiscovered meta unicorn. I've never faced a similar deck on ladder, and my deckbuilding experiments with any other archtypes have left me completely unsatisfied with the lack of interaction and agency, as well as the sheer counterability of the vast majority of tools currently out there.
A lot of people are frustrated with the current meta - a lot of points of which are covered by BruisedByGod in his recent video critique. To summarize his main points:
  1. Most answers are completely outclassed by threats
  2. Sheer lack of healing options locks out deckbuilding choices
  3. Most top-tier strategies prey on lack of interactivity (Pirate Burn, Lee Sin OTK, Star Spring)
This is a Control deck which, while originally devised to prey on the inevitably popular Aurelion Sol and Troll Chant and abuse the broken, flexible toolbox of Invoke on Day 1, also manages to both answer all 3 of these problems efficiently.

Card Choices

Early Tempo/Nightfall

Simply the best available early-game that an Invoke Targon deck could hope to muster - Diana functioning as both early game and late-game removal (we have just enough Nightfall Synergy) for practically no investment, Pale Cascade being legitimately one of the most broken cards currently in the game, and the ping cards also serving a modicum of uses at all stages of a match.
Spacey Sketcher has been severely underrated so far - providing critical tools for certain matchups and/or providing early game minions without needing to actually run them (a fundamental weakness of faster decks top-decking late). Its 'discard-replace' synergy with our late-game, as well as Duskpetal Dust and meta-call flex cards is just icing on the cake.
Finally, note how every early game card I've chosen scales well and still plays a role as the game goes later; as removal, Elusive blocking, tool-building, Burst-speed Nightfall, pings and cantrip Combat Tricks. This is an often overlooked but fundamental difference between Control early-drops, and aggro early-drops (such as Precious Pet).
~

Removal

These two cards, combined with any generated Obliterates, form the only proper removal this deck has - and were the catalyst for me creating this deck in the first place. All three of these removal types leave almost NO room for the opponent to interact with them, and I believe that is the sole condition for a high-cost removal spell to be playable in the current game state.
NOTE: Ruination is easily and always played around at a high-level of play - and leaves the opponent with ALL of the agency/choice to play around it/bait it exactly how they wish, instead of you (whose only options are to play the card too early and get out-tempo'd afterward, use more than 3 mana elsewhere to catch-up at which point it becomes unplayable, or lose the game to a sudden-attack completely at your opponent's discretion) - the ultimate NO-NO for this deck: I never even considered putting it in.
~

Meta Call Flex Spots

At times I feel as if this card could be cut to 1 copy, but right now 2 feels great against the current meta, and drawing into at least one is almost necessary in order to compete with Star Spring (Obliterate is conditional and too great a tempo loss early on). In other metas previously, I've experimented with 1 copy of Passage Unearned, as well as 2 extra copies of Lunari Shadestalker.
~

Literally Everything Else One Could Ever Hope to Need

I still believe that Invoke is one of the most broken mechanics currently in the game. This is one of the heaviest late-game decks I can possibly imaginable, yet the only cards above 5-mana we run are removal, and our mid-game minions and healing straight up provide whatever early OR late-game tools we might possibly need in any matchup - it's simply overly flexible (flexilibity in card games being a MUCH bigger deal than most people give it credit for) and not enough of a tempo/stat sacrifice IMO. I think that Invoke as a mechanic is even stronger when ran in bulk, and especially in a Control deck - as the game goes on slowly you generate a toolbox that can handle just about any dynamic situation that meta decks can throw your way.
The spell-mana nerf to Living Legends has balanced it out quite a bit, however the same-nerf to Cosmic Inspiration still hasn't convinced me that it isn't in the top 5 least healthy effects that a game based on carefully stat-balanced of minion trading could ever have (hit me up with your Cosmic Inspiration hate!) - a large proportion our games are won by this disgusting effect.
Solari Priestess and Starshaping need no introduction as some of the most popular, utilitarian Invoke cards, however Mountain Scryer and Moondreamer (not so much Lunari Priestess) really put in the work, and I've never seen anyone else play these cards. The former provides crazy mana-advantage as the game goes on given our huge focus on Celestials (it's a shame we can't afford to push its Invoke chances even higher), and the latter has juuussst the right stat distribution at 3/5 to blockade most midgame tempo plays out opponent might go for.
NOTE: Aurelion Sol is straight up unnecessary to compete late-game, is always burdensome and clunky draw, ruins our surprise factor (though that doesn't exist anymore with this post being made), and we often outvalue decks running him anyway (don't forget that the original premise of this deck was 'How can I best remove Aurelion?').
~

Matchups/Strategy (Order Based on Mobalytics Tier List)

Lee Sin (60/40)

A somewhat favored matchup - although more recent lists that have cut Bastion in favor of Nopify may be a bit more in their favor (a proper Ping Counter). Hard mulligan for Spacey Sketcher, Sunburst and our pings. Generating Silence (Equinox) for Mentor of the Stones/Zenith Blade is our main early game goal. Our Mid-to-Late game goal is removing all 3 Lee Sin's at the expense of practically everything else (the rest of their deck is pretty much completely irrelevant, but rushing them down is also pretty much impossible) - after which our win is basically guaranteed.
~

Swain/TF (80/20)

I believe that we are very, very heavily favored if played properly (although it's a VERY nuanced matchup to play right), and most of our losses come from bricking our early-game draws and/or not drawing/generating a single Starshaping/Golden Sister as their burn damage inevitably builds up. Hard mulligan for all 1/2 cost cards (only keep 1 Pale Cascade with a 1/2 cost minion).
~

Pirate Aggro (55/45)

We are much more prone to bricking on draws here than Swain/TF, as we need quite a specific hand to deal with their onslaught - This is probably our most draw-dependent, low-agency matchup by far - as face-deck matchups tend to be. In addition - Captain Farron is much more effective against our removal strategy than the likes of Leviathan. Nonetheless, from my experience I think that we're still every-slightly-so favored in this matchup - often winning by the skin of our teeth. Starshaping/Golden Sister are mandatory late-game, and not bricking by not drawing/generating either is also basically a loss. Hard mulligan for all 1/2 drops, and keep a single Sunburst for Gangplank if your hand is already looking great.
~

Warmother's (25/75)

A very unfavored and binary matchup (see below as to why) that has luckily become rarer recently. Mulligan for Removal/Invoke cards.
~

Trundle/Asol (75/25)

This deck was basically created on Day 1 specifically to destroy Trundle/Asol. Sadly though, even at 75/25 the matchup is worse than it should be due to the nature of Invoke RNG - if one player draws into Cosmic Inspiration and the other didn't the match is over, full stop + the occasional shenanigans involving The Great Beyond uninteractibly going face and non-stop Living Legends value. Mulligan for Sunburst, Vengeance and pings.
~

Discard Aggro (80/20)

I don't know why this deck is considered competitive - maybe because our matchup here is basically as favored as TF/Swain except without any gameplay nuance required on our part. Mulligan for 1-2 drops. Keep Solari Priestess/Sunburst if hand is good. Only necessary statistical losses to bad early draws against an aggro archtype.
~

Fiora/Shen (70/30)

Another draw dependent, but quite favored matchup. Quite difficult to play though - you need to balance maintaining some modicum of tempo whilst also being able to deal with their crucial threats. Mulligan for 1-2 drops ESPECIALLY Pale Cascade/Pings, and Removal.
~

Scouts (60/40)

Basically the Pirate Aggro matchup but a tad bit slower and with no burn - giving you more leeway to make up for bad draws both early and late.
~

Leona/Lux (80/20)

Basically the Trundle/Asol matchup except with no 'must remove ASAP' threats giving you more leeway to make up for bad draws. Celestial RNG and especially Cosmic Inspiration still give them a chance to win as usual.
~

Shyvana Dragons (50/50?)

I surprisingly, haven't faced too much of this deck yet personally, but looking at it's cards compared to ours, I think the matchup would be about 50/50 (an otherwise favourable looking matchup affected a bit by their high tempo removal and guaranteed Cosmic Inspiration in the form of Kadregrin).
~

Ashe/Sejuani (70/30)

This matchup is dependent on whether we draw removal for Ashe somewhat on curve, how much tempo they manage to build early on and whether we draw good enough to afford to play around Reckoning. Mulligan for Sunburst, Solari Priestess, Pings and Diana (only if you've already drawn support) as our other standard early drops are all pretty ineffective against theirs.
~

Endure (85/15)

Probably our most favored meta-deck matchup, and unfortunately rarer recently. Their win conditions - Kalista, Blighted Caretaker tempo, Neverglade Collector and They Who Endure simply don't stand a chance against our toolbox. Most losses come from unanswered Blighted Caretaker tempo. Mulligan for Spacey Sketcher, Sunburst and Pale Cascade.
~

Deep (0/100)

The biggest downside and sheer impossible matchup of this archtype. Maokai manages to pack even less interactivity/inevitability than we do, and the nature of our deck gives us no chance of out-tempoing Deep early OR late. Auto-concede.
~

Diana/Nocturne (75/25)

A simpler aggro matchup than the others. Mulligan for 1-2 drops - especially Spacey Sketcher and Diana, as well as Sunburst.
~

Tahm-Kench/Soraka (70/30?)

Another matchup that I haven't faced too much of just yet. Mulligan hard for Divergent Paths and Solari Priestess - Once we remove their uninteractive element trump-card in the Landmark win-condition, if we can survive their early tempo, the rest of the match should be a cinch given our heal/health-ignoring conditionless removal for their Champions.
~

Conclusion

Thanks for reading up to this point, and pardon my formatting, the ridiculous length and the sheer pomposity of it all.
I still think Invoke is flexible to the point of being broken and the only reason the matchup spread is so good. I also think that with the release of this guide - more people will come to recognise this archtype and the element of surprise affecting enemy mulligans against an assumed more aggro, Nightfall-focused Diana archtype will be lost. People will also know to play around less common cards such as Sunburst, and I expect winrates to fall somewhat across the board.
To conclude this guide, I'd like to say that this is this is not a healthy deck. At the deepest level, this deck is fundamentally about removing agency from your opponent and giving it to yourself, as well as securing the critical boon of having inevitability over your opponent in a game with the nature of LoR. If all decks were like this, LoR would completely cease to be fun.
What else do I think is unhealthy right now? - Simple: anything removing interactivity from your opponent - ESPECIALLY as a win condition; Maokai, Star Spring, Cosmic Inspiration, Lee Sin. The avenues through which these cards can be interacted with are way too limited right now.
A lot of the metagame nowadays is about having an uninteractable win condition, or focusing damage to face so fast the opponent has no chance to react - another form of non-interactivity. Here's hoping that the meta in the near future heads back in the direction of the close but fair midrange board battles we all came to love back in vanilla LoR.
~
(slinx4)
submitted by poklipart to LoRCompetitive [link] [comments]

# /r/Peloton Pre-TDF Survey 2020

Gentlemen, Ladies and those otherwise addressed - we know you've been waiting for a good thing, and the survey results are finally ready!
The answers were collected from you all during August 2020 with 1428 unique replies. That's a participation of 0.5% of all subscribers! That's really not too bad, when you keep in mind how popular these kind of surveys are. But we here at /peloton want to show you that this is all about presenting the information in the subreddit to cater better to our audience!
Updated after a few hours to include some more historical data the final edit that for some reason wasn't copied properly
Year 2013 2014 2015 2016 2018 Mar 2018 Aug 2019 2020
Results 2013-06-12 2014-06-25 2015-08-07 2016-11-17 2018-03-06 2018-08-20 2019-07-22 2020-10-12
Replies 351 598 1395 892 630 928 986 1428
Without further ado, let's get cracking on the response

You and Cycling

1. Where do you live?

Country 2015 2016 2018 Mar 2018 Aug 2019 2020
USA 32% 28.3% 22.84% 25.32% 20.23% 24.59%
UK 18.6% 17.6% 14.70% 20.13% 15.48% 14.80%
Netherlands 6.4% 9.4% 11.50% 11.58% 10.01% 11.01%
Germany 3.73% 3.4% 4.95% 6.39% 7.84% 6.65%
Denmark 3.9% 3.6% 4.31% 3.79% 7.64% 5.79%
Belgium 3.8% 2.7% 8.15% 3.57% 5.78% 5.36%
France 2.01% 1.08% 2.88% 2.27% 5.26% 3.50%
Canada 4.9% 7% 6.39% 4.22% 4.95% 4.50%
Australia 5.2% 4.7% 3.83% 4.00% 4.33% 3.93%
Slovenia 0.73% 0.32% 1.30% 1.14% 2.14%
Norway 2.58% 1.8% 1.60% 1.95% 2.58% 1.86%
Sweden 1.08% 1.09% 1.44% 1.41% 1.75% 1.43%
Ireland 1.00% 1.09% 1.44% 1.19% 0.72% 1.36%
Portugal 1.65% 1.8% 2.40% 1.52% 1.34% 1.14%
Italy 1.45% 1.44% 0.65% 1.03% 1.07%
Largely the same picture as ever, with the US leading the way, the UK in second and then a sliding scale of Europeans countries. Slovenia continues to pick its way up the pile for obvious reasons!
World Map to demonstrate

2. What's your age?

u17 17-19 20-25 26-30 31-35 36-40 41-50 51+ Total
2015 2.22% 12.04% 41.51% 24.66% 10.68% 4.87% 2.94% 1.08% 1395
2016 1.5% 8.9% 40.8% 24% 12% 5.4% 5.2% 2% 887
2018 Mar 1% 7.1% 33.5% 27.4% 16.2% 7% 5.7% 2.1% 617
2018 Aug 1.7% 9% 33.9% 26.4% 15.5% 7% 5% 1.5% 905
2019 1.5% 6.6% 33.2% 27.5% 16.4% 7.1% 5.8% 2% 972
2020 1.3% 6.8% 31.7% 28% 16.6% 7.2% 5% 2.5% 1420
Pretty much the same as last year, with the usual reddit demographics of majority 20 somethings dominating.

3. What's your gender?

'13 '14 '15 '16 '18 (1) '18 (2) '19 '20
Male 97.2% 97% 94.9% 93.4% 93.3% 93.6% 95.1% 94.9%
Female 2.8% 2.7% 4.8% 5.3% 5.3% 5.4% 3.7% 4.8%
Other - 0.33% 0.29% 0.78% 0.76% - -
Non-Binary - - - - 0.64% 0.99% 1.2% 0.4%
More normality here for reddit.

4. How much of the men's season do you watch/follow?

Type March '18 (%) August '18 (%) 2019 (%) 2020 (%)
Grand Tours 84.7 92.0 90.2 87.3
Monuments 79.1 74.9 79 75.9
WT Stage races 67.4 62.4 70.5 71.7
WT One day races 73.3 59.8 62.3 60.7
Non WT Stage races 32.6 16.7 17.4 25
Non WT One day races 34.8 13.7 17.4 20.7
Literally everything I can consume 35.9 18.1 21.1 27.1
Whilst GT following may be down (somehow), all the lower level stuff is up, which makes sense considering how desperate we have been for any racing during the season shutdown.

5. Do you maintain an interest in women's professional road racing?

Do you maintain an interest in women's professional road racing? '19 '20
Yes 49.8 49.2
No 50.2 50.8
Still very much a half/half interest in women's cycling on the subreddit.

6. How much of the women's season do you follow?

The following is true for the half of you that follows womens cycling.
How Much %
Just the biggest televised events 63.15%
Most of the live televised/delayed coverage stuff 29.08%
All televised racing 5.09%
Down to .Pro & beyond 2.69%

7. How long have you been watching cycling?

How Long %
Under a year 2,95%
1-3 years 19,50%
4-6 years 19,85%
7-9 years 14,10%
10-12 years 13,81%
13-15 years 7,15%
15-20 years 10,73%
20-25 years 6,17%
25 years + 5,75%
Simplified the years a little this time, but whilst we have a fair number of newbies, most people have picked the sport up since around 2013/14.

Sporting Favourites

8. Do you have like/dislike feelings about WT teams?

Once more, 14.4% of people really don't have feelings on the subject.
Of those that do:
AG2R Astana Bahrain Bora CCC Cofidis Quick-Step EF FDJ
Like 352 213 127 770 156 116 847 724 423
Meh 775 620 773 415 889 896 310 448 700
Dislike 52 356 263 31 112 141 71 37 53
Karma 300 -143 -70 739 44 -25 776 677 370
Israel Lotto Michelton Movistar NTT Ineos Jumbo Sunweb Trek UAE
Like 135 364 517 231 101 304 925 279 383 118
Meh 740 764 626 646 931 414 282 805 765 734
Dislike 302 40 52 326 121 562 53 97 42 331
Karma -167 324 465 -95 -20 -258 872 182 341 -213
So, the most popular team this year is Jumbo-Visma, followed by Quick-Step & Bora-hansgrohe. Least popular are Ineos & UAE.
As per usual, no one cares about NTT & CCC, with nearly 81% of users rating NTT as meh. Pretty damning stuff.
Lastly, we have the usual historical comparison of how teams have fared over time, normalised to respondents to that question on the survey.
Things to note then, firstly that the Astana redemption arc is over, seeing them back in the negative, maybe Fulgsangs spring issues helped aid that? The petrodollar teams of UAE & Bahrain are stubbornly negative too, with Israel keeping up the Katusha negative streak. Meanwhile, at the top end, EF & Jumbo go from strength to strength, whilst some others like Sunweb are sliding over time - their transfer policies no doubt helping that.

10. Do you ride a bike regularly?

Answer 2018Mar 2018Aug 2019 2020
For fun 61.5% 63.4% 59.9% 62.9%
For fitness 59.3% 59.6% 54.8% 59.8%
For commuting 46% 46% 45.6% 40%
For racing 20.6% 20.6% 15.9% 17.7%
No, I don't 14.2% 12.9% 14.8% 13.6%
Still a fairly small group of racers out of all of us

11. Out of the sports you practice, is cycling your favourite?

Yes No
58,29% 41,71%
A new addition to the survey prompted by a good point last time, just over half of us rate cycling as the favourite sport we actually do.

12. What other sports do you follow?

Sport #
Association Football / Soccer 50.78%
Formula 1 35.81%
American Football 26.27%
Basketball 22.46%
Track & Field 17.58%
Esports (yes, this includes DotA) 17.30%
Rugby 14.27%
Skiing 14.12%
Ice Hockey 13.63%
Baseball 12.15%
Motorsports (Not including F1) 10.59%
Cricket 10.52%
Tennis 9.53%
Chess 8.97%
Triathlon 8.69%
Biathlon 8.12%
Snooker 7.06%
Golf 6.92%
Swimming 6.85%
Ski Jumping 6.78%
Climbing 5.72%
Martial Arts 5.65%
Handball 5.44%
Darts 5.01%
Speed Skating 5.01%
Football always tops the charts, and Formula 1 continues to rank extremely highly among our userbase. Those who have a little following below 5% include Sailing, Fencing, Surfing, Boxing & Ultra-Running.
Other cycling disciplines
Sport #
Cyclocross 22.10%
Track Cycling 14.34%
MTB 8.97%
BMX 1.20%

13. Out of the sports you follow, is cycling your favourite sport?

Yes No
61.79% 38,21%
Good. Makes sense if you hang out here.

Subreddit stats

14. How often do you participate in a /Peloton Race Thread whilst watching a race?

2015 2016 2018Mar 2018Aug 2019 2020
I always participate in Race Threads during races 2.8% 2% 2.2% 4% 2.5% 3%
I follow Race Threads during races 41.7% 36.7% 38.1% 42.1% 42.5% 38.9%
I often participate in Race Threads during races 16.8% 19% 16.5% 18.9% 15.2% 13%
I rarely/never participate in Race Threads during races 38.7% 41.3% 43.1% 35% 39.8% 45.1%
Slightly less invested than before, reverting back to an older trade.

15. How do you watch Races?

Method 2018Mar 2018Aug 2019 2020
Pirate Streams 62% 46.5% 50.2% 47.9%
Free Local TV 55.7% 64.5% 59.6% 53.9%
Desperately scrabbling for Youtube highlights 37.9% 30.2% 28.2% 24.9%
Paid Streaming services 32.3% 35.4% 38.3% 46.3%
Year on year, paid streaming services go up - the increasing availability of live content legally continues to improve, and so do the numbers on the survey.

16. Where else do you follow races live (in addition to watching them)?

Type 2018Mar 2018Aug 2019 2020
/Peloton race threads 86.2% 83.4% 80.2% 76.9%
Twitter 30.5% 34.7% 33.3% 38.3%
PCS Liveticker - - 30.2% 32%
Official tracker (if available) 24%
The Cyclingnews liveticker 26% 23.5% 21.5% 18.9%
Sporza (site/ticker) 1.89% 9.5% 10.8% 10.8%
NOS Liveblog - 6.8% 7% 9.2%
Steephill 0.52% 13.5% 10.2% 8.2%
/Peloton discord 6.5% 5.4% 7.5% 7.2%
Other cycling forums 15.1% 8.1% 7.6% 7%
feltet.dk - 2.2% 5.4% 5.2%
Facebook 3.8% 5.4% 4% 4.2%
BBC Ticker - 3.5% 2.1% 4.1%
DirectVelo - 1.3% 1.6% 1.8%
Non Cycling Forums - 1.3% 1.2% 1.2%
/cyc/ - 1.3% 1% 0.6%
/peloton IRC ~0 0.8% 0.4% 0.5%
The PCS liveticker continues to have a strong following, whilst the cyclingnews ticker slowly slides into less usage over time.

17. Do you use /Peloton mostly in classic reddit or redesign when on the desktop?

Type 2018 Aug 2019 2020
Classic 75.1% 67.2% 46.2%
Redesign 24.9% 32.8% 53.8%
Time to abandon ship. The end has come.

18. With what version of reddit do you browse the sub?

Version 2019 2020
Official App 17.9 31.1
Desktop Classic 37.8 25.8
3rd Party App 18.3 17.2
Mobile Web 12.4 14.7
Desktop Redesign 13.7 11.2
Phone browsing is very much in vogue.

19. How did you find the sub?

How %
Through other forms of reddit, f.e. /bicycling 48.33%
Too long - can't remember 38.65%
Google search 9,11%
My friend told me 2,28%
I wanted to talk about my exercise bike 0.78%
Twitter 0.5%
Lantern Rouge Youtube 0.28%

Other bits and bobs

20. Did you think back in March we would see any more racing this year?

Yes No
52,81% 47,19%
Despite the threat, we have seen racing again

21. Will we manage to fulfill the rest of the UCI calendar without further Covid-19 issues postponing more races?

Yes No
25.3% 74.7%
Sorry to you 25%, Amstel, Roubaix & a bunch of other races have falled foul of COVID-19 related cancellations.

22. When did you become aware of Alexander Foliforov?

When %
Before the 2016 Giro 3,25%
22nd May, 2016 15,55%
On /pelotonmemes in 2020 21,13%
Who? 60,07%
If you didn't know of the man, watching him demolish the Giro field in 2016 on the stage 15 ITT should help to gain understanding

23. Who will win the 2020 Tour de France?

Rider %
Roglic 52,12%
Bernal 16,57%
Pinot 9,24%
Dumoulin 7,9%
N.Quintana 2,82%
Pogacar 1,41%
Richie Porte 0,35%
We can safely say that most of us were wrong about this one.
That's not a lot of confidence in Richie Porte either, the man who was to finish on the third spot of the podium. Alexander Foliforov (0,23%) had just a tiny number of votes less, and that man wasn't even in the race.

24. What for you was the defining cycling moment of the previous decade?

We had a lot of brilliant suggestions, but these were the clear five favourites when we tabulated the results.
Honorable mentions go to the Giro 2018, which had Tom Dumoulin winning, and of almost identical fascination to many of you - Tom Dumoulin going on someones porta-potty in the middle of the stage.
Little bit of recency bias perhaps, but that's better than ignoring that this was for the last decade and firmly insisting Tom Boonens 2005 WC win was the biggest thing. Special shoutout to almost all the Danes present in /peloton who voted for Mads Pedersens WC win last year. It's an understandable reaction.

25. Any suggestions for the Survey?

New Questions
We promise to feature one of these suggestions in the next survey
Suggestions
We will try to implement this. But it will also skew results.
About the Survey
The subscribers are torn on Women's cycling, nearly a 50/50 split there as the survey showed - The moderators at /peloton are firmly in the "more cycling is better" basket, and we will continue to get as good coverage of womens cycling as possible.
Are you trying to give the moderators PTSD? Because this is how you give the moderators PTSD.

26. Any suggestions for the sub?

ALSJFLKAJSLDKJAØLSJKD:M:CSAM)=#/()=#=/")¤=/)! - Your moderator seems to be out of function. Please stand by while we find you a new moderator
The Weekly threads are great for these types of questions, where several people can contribute and build up once it is understood which information is relevant.
Our experience is that "limited" will never be so, if we're going to moderate it fairly. Moderating is not a popularity contest, but believe it or not, we're actually trying to be as fair as possible. and for that, we need rules that are not subjective. Unless you have a stationary exercise bike.
All of these are good suggestions, but remember that all of you can also contribute - The mods are sometimes stretched thin, specially in the middle of hectic race schedules. It's easier if one of you has a way to contact a rider or a person of interest and can facilitate the initial communication.
We've worked on this! The Official Standard is now as follows: [Race Thread] 202x Race Name – Stage X (Class)
This sounds as a nice community project for the after-season, and hopefully many of you subscribers can contribute.
Come with suggestions on how to tidy it up!
We have chastised all the mods. They are now perfectly trained in gender-neutral pronouns. Be well, fellow being.
If we can implement this for hard liquor, you know we will.
The spoiler rule is one that is discussed frequently - in general - some users absolutely hate it, but a majority love it. Perhaps we'll include a question in the next survey to see how this divide is exactly.
We actually do - whenever there is a matter of life or death, we think public information is more important than a spoiler rule. But at the same time, we try to collect all the different posts into one main thread, so to keep things focused and letting very speculative posts meet with hard evidence from other sources.
This is a tough ask of the internet. While we can agree that voting should be done accordingly to what insights they bring, not subjective opinions, it is very hard to turn that type of thinking around. We can ask of you, our subscribers, that you please think twice about hitting that downvote button, and only do so because of you think a post is factually incorrect, not because it differs with your own subjective opinion.
That's the primary analysis of the survey! Feel free to contribute with how you experience things here!
submitted by PelotonMod to peloton [link] [comments]

The classic WSB story - lost it all.

Going to keep this simple. EDIT: this isn’t simple and I should write a short story on this.
I am generally risk averse. I hate losing $100 at the casino, I hate paying extra for guac at chipotles, I will return something or price match an item for a few dollars of savings. I am generally frugal.
But, I somehow had no issues losing 10k in options...
How I started
I remember my first trades like they were yesterday. I was trading the first hydrogen run-up in 2014 (FCEL, BLDP, PLUG) and made a few hundred dollars over a couple weeks.
I quickly progressed to penny stocks / biotech binary events and general stock market gambling mid-2014. I was making a few % here and there but the trend was down in total account value. I was the king of buying the peak in run-ups. I managed to make it out of 2014 close to break-even to slightly down.
WSB Era
March 2015 was my first option trade. It was an AXP - American Express - monthly option trade. I saw one of the regular option traders/services post a block of 10,000 calls that had been bought for 1.3 and I followed the trade with 10 call options for a total of $1300.
I woke up the next day to an analyst upgrade on AXP and was up 50% on my position. I was addicted! I day-dreamed for days about my AXP over night success. I think around that time there was some sort of Buffet buyout of Heinz and an option trade that was up a ridiculous amount of %%%. I wanted to hit it BIG.
I came up with the idea that all I needed to reach my goal was a few 100% over night gains/ 1k>2k>4k>8k> etc. I convinced myself that I would have no problems being patient for the exact criteria that I had set and worked on some other trades.
Remember, the first win is always free.
I was trading options pretty regularly from March 2015 until August 2016. During my best week I was up 20k and could feel the milli within reach. I can remember the exact option trade (HTZ) and I was trading weeklies on it.
For those who have been in the market long enough, you will remember the huge drawdown of August 2015.
I lost half my account value on QCOM calls (100 of them) that I followed at the beginning of July and never materialized. I watched them eventually go to 0. It was another 10,000 block that was probably a hedge or sold.
In August 2015 there were some issues with China and all of us woke up to stocks gapping down huge. Unfortunately my idea of buying far dated calls during the following days/weeks after the crash went sideways. I quickly learned that an increase in volatility causes a rise in option prices and I was paying a premium for calls that were going to lose value very quickly (the infamous IV crush).
I kept trading options into the end of 2015 and managed to maintain my account value positive but the trading fees for the year amounted to $30,000+. My broker was loving it.
I tried all the services, all the strategies. I created rules for my option plays: 1. No earnings 2. Only follow the big buys at a discount (10,000 blocks or more). 3. No weekly options 4. Take profit right away 5. Take losses quickly 6. etc.
I had a whole note book of option plays that I was writing down and following. I was paying for option services that all of you know about - remember, they make money on the services and not trading.
I even figured out a loop-hole with my broker: if I didn’t have enough money in my account, I could change my ask price to .01 and then change it to market buy and I would only need to accept a warning ⚠️ for the order to go through. I was able to day trade the option and make money, who cares if I didnt have enough? After a few months of this, I got a call from my broker that told me to stop and that I would be suspended if I continued with this.
By the way, I was always able to satisfy the debit on the account - so it wasn’t an issue of lack of funds.
Lost it all. Started taking money from lines of credits, every penny that I earned and losing it quicker and quicker.
I was a full on gambler but I was convinced that 8 trades would offset all the losses. I kept getting drawn in to the idea that I could hit a homerun and make it out a hero.
I eventually hit rock bottom on some weekly expiring FSLR options that I bought hours before expiration and said to myself - what the f are you doing? I resolved to invest for the long term and stop throwing tendies away.
The feeling was reinforced during the birth of my first born and I thought - what a loser this kid will think of me if he knew how much I was gambling and wasting my life. It was a really powerful moment looking at my kid and reflecting on this idea.
I decided at that point I was going to save every penny I had and invest it on new issues with potential.
Fall 2016
TTD, COUP and NTNX IPO ‘ed I decided I was going to throw every dollar at these and did so for the next few months. I eventually started using margin (up to 215%) and buying these for the next 6 months. They paid out and managed to make it over 100k within the year.
The first 100k was hard but once I crossed it, I never fell below this magic number.
2017 - I did some day trading but it was mostly obsessing over the above issues. I did gamble on a few options here and there but never more than 1k.
2018 - SFIX was my big winner, I bought a gap up in June 2018 and my combined account value had crossed 400k by August 2018. I was really struggling at crossing the 500k account value and experienced 3 x 30-40% drawdowns over the next 2 years before I finally crossed the 500k barrier and have never looked back.
I still made some mistakes over the next few months - AKAO & GSUM come to mind. Both of these resulted in 20k+ losses. Fortunately my winners were much bigger than my losers.
I thought about giving up and moving to index funds - but i was doing well - just experiencing large drawdowns because of leverage.
2019 big winners were CRON SWAV STNE.
2017 / 2018 / 2019 all had six digit capital gains on my tax returns.
At the beginning of 2020 I was still day trading on margin (180-220%) and got a call from my broker that they were tightening up my margin as my account was analyzed by the risk department and deemed too risky. Believe it or not this was right before the covid crash. I brought my margin down to 100-110% of account value and even though the drawdown from covid hit hard, I wasn’t wiped out.
I stayed the course and bought FSLY / RH during the big march drawdown and this resulted in some nice gains over the next few months.
I am constantly changing and testing my investment strategy but let me tell you that obsessing over 1 or 2 ideas and throwing every penny at it and holding for a few years is the best strategy. It may not work at some point but right now it does.
I still day trade but I trade with 10k or less on each individual position. It allows me minimize my losses and my winners are 1-7%. I am able to consistently make between 3-700$/ a day on day trades using the above strategy. I still take losses and still dream about hitting it big with an option trade but dont feel the need to put it all on the line every month / week.
I finally crossed into the two , club. I know people are going to ask for proof or ban but I am not earning anything for posting and the details about some of the trades should be proof enough that I kept a detailed journal of it all. I have way more to write but these are the highlights.
Eventually I will share how I build a position in a story I love. I still sell buy and sell to early but I am working on improving.
TL:DR - I gambled, lost it all and gambled some more lost more. I made it out alive. I have only sold calls/puts lately.
The one common denominator in all successful people is how much they obsess over 1 or 2 ideas. Do the same. All the winners on this sub have gone all in on one idea (FSLY / TSLA ). Stick with new stories or ones that are changing and go all in...wait a second, I didnt learn anything.
submitted by jojo2021 to wallstreetbets [link] [comments]

No gods, no kings, only NOPE - or divining the future with options flows. [Part 3: Hedge Winding, Unwinding, and the NOPE]

Hello friends!
We're on the last post of this series ("A Gentle Introduction to NOPE"), where we get to use all the Big Boy Concepts (TM) we've discussed in the prior posts and put them all together. Some words before we begin:
  1. This post will be massively theoretical, in the sense that my own speculation and inferences will be largely peppered throughout the post. Are those speculations right? I think so, or I wouldn't be posting it, but they could also be incorrect.
  2. I will briefly touch on using the NOPE this slide, but I will make a secondary post with much more interesting data and trends I've observed. This is primarily for explaining what NOPE is and why it potentially works, and what it potentially measures.
My advice before reading this is to glance at my prior posts, and either read those fully or at least make sure you understand the tl;drs:
https://www.reddit.com/thecorporation/collection/27dc72ad-4e78-44cd-a788-811cd666e32a
Depending on popular demand, I will also make a last-last post called FAQ, where I'll tabulate interesting questions you guys ask me in the comments!
---
So a brief recap before we begin.
Market Maker ("Mr. MM"): An individual or firm who makes money off the exchange fees and bid-ask spread for an asset, while usually trying to stay neutral about the direction the asset moves.
Delta-gamma hedging: The process Mr. MM uses to stay neutral when selling you shitty OTM options, by buying/selling shares (usually) of the underlying as the price moves.
Law of Surprise [Lily-ism]: Effectively, the expected profit of an options trade is zero for both the seller and the buyer.
Random Walk: A special case of a deeper probability probability called a martingale, which basically models stocks or similar phenomena randomly moving every step they take (for stocks, roughly every millisecond). This is one of the most popular views of how stock prices move, especially on short timescales.
Future Expected Payoff Function [Lily-ism]: This is some hidden function that every market participant has about an asset, which more or less models all the possible future probabilities/values of the assets to arrive at a "fair market price". This is a more generalized case of a pricing model like Black-Scholes, or DCF.
Counter-party: The opposite side of your trade (if you sell an option, they buy it; if you buy an option, they sell it).
Price decoherence ]Lily-ism]: A more generalized notion of IV Crush, price decoherence happens when instead of the FEPF changing gradually over time (price formation), the FEPF rapidly changes, due usually to new information being added to the system (e.g. Vermin Supreme winning the 2020 election).
---
One of the most popular gambling events for option traders to play is earnings announcements, and I do owe the concept of NOPE to hypothesizing specifically about the behavior of stock prices at earnings. Much like a black hole in quantum mechanics, most conventional theories about how price should work rapidly break down briefly before, during, and after ER, and generally experienced traders tend to shy away from playing earnings, given their similar unpredictability.
Before we start: what is NOPE? NOPE is a funny backronym from Net Options Pricing Effect, which in its most basic sense, measures the impact option delta has on the underlying price, as compared to share price. When I first started investigating NOPE, I called it OPE (options pricing effect), but NOPE sounds funnier.
The formula for it is dead simple, but I also have no idea how to do LaTeX on reddit, so this is the best I have:

https://preview.redd.it/ais37icfkwt51.png?width=826&format=png&auto=webp&s=3feb6960f15a336fa678e945d93b399a8e59bb49
Since I've already encountered this, put delta in this case is the absolute value (50 delta) to represent a put. If you represent put delta as a negative (the conventional way), do not subtract it; add it.
To keep this simple for the non-mathematically minded: the NOPE today is equal to the weighted sum (weighted by volume) of the delta of every call minus the delta of every put for all options chains extending from today to infinity. Finally, we then divide that number by the # of shares traded today in the market session (ignoring pre-market and post-market, since options cannot trade during those times).
Effectively, NOPE is a rough and dirty way to approximate the impact of delta-gamma hedging as a function of share volume, with us hand-waving the following factors:
  1. To keep calculations simple, we assume that all counter-parties are hedged. This is obviously not true, especially for idiots who believe theta ganging is safe, but holds largely true especially for highly liquid tickers, or tickers will designated market makers (e.g. any ticker in the NASDAQ, for instance).
  2. We assume that all hedging takes place via shares. For SPY and other products tracking the S&P, for instance, market makers can actually hedge via futures or other options. This has the benefit for large positions of not moving the underlying price, but still makes up a fairly small amount of hedges compared to shares.

Winding and Unwinding

I briefly touched on this in a past post, but two properties of NOPE seem to apply well to EER-like behavior (aka any binary catalyst event):
  1. NOPE measures sentiment - In general, the options market is seen as better informed than share traders (e.g. insiders trade via options, because of leverage + easier to mask positions). Therefore, a heavy call/put skew is usually seen as a bullish sign, while the reverse is also true.
  2. NOPE measures system stability
I'm not going to one-sentence explain #2, because why say in one sentence what I can write 1000 words on. In short, NOPE intends to measure sensitivity of the system (the ticker) to disruption. This makes sense, when you view it in the context of delta-gamma hedging. When we assume all counter-parties are hedged, this means an absolutely massive amount of shares get sold/purchased when the underlying price moves. This is because of the following:
a) Assume I, Mr. MM sell 1000 call options for NKLA 25C 10/23 and 300 put options for NKLA 15p 10/23. I'm just going to make up deltas because it's too much effort to calculate them - 30 delta call, 20 delta put.
This implies Mr. MM needs the following to delta hedge: (1000 call options * 30 shares to buy for each) [to balance out writing calls) - (300 put options * 20 shares to sell for each) = 24,000 net shares Mr. MM needs to acquire to balance out his deltas/be fully neutral.
b) This works well when NKLA is at $20. But what about when it hits $19 (because it only can go down, just like their trucks). Thanks to gamma, now we have to recompute the deltas, because they've changed for both the calls (they went down) and for the puts (they went up).
Let's say to keep it simple that now my calls are 20 delta, and my puts are 30 delta. From the 24,000 net shares, Mr. MM has to now have:
(1000 call options * 20 shares to have for each) - (300 put options * 30 shares to sell for each) = 11,000 shares.
Therefore, with a $1 shift in price, now to hedge and be indifferent to direction, Mr. MM has to go from 24,000 shares to 11,000 shares, meaning he has to sell 13,000 shares ASAP, or take on increased risk. Now, you might be saying, "13,000 shares seems small. How would this disrupt the system?"
(This process, by the way, is called hedge unwinding)
It won't, in this example. But across thousands of MMs and millions of contracts, this can - especially in highly optioned tickers - make up a substantial fraction of the net flow of shares per day. And as we know from our desk example, the buying or selling of shares directly changes the price of the stock itself.
This, by the way, is why the NOPE formula takes the shape it does. Some astute readers might notice it looks similar to GEX, which is not a coincidence. GEX however replaces daily volume with open interest, and measures gamma over delta, which I did not find good statistical evidence to support, especially for earnings.
So, with our example above, why does NOPE measure system stability? We can assume for argument's sake that if someone buys a share of NKLA, they're fine with moderate price swings (+- $20 since it's NKLA, obviously), and in it for the long/medium haul. And in most cases this is fine - we can own stock and not worry about minor swings in price. But market makers can't* (they can, but it exposes them to risk), because of how delta works. In fact, for most institutional market makers, they have clearly defined delta limits by end of day, and even small price changes require them to rebalance their hedges.
This over the whole market adds up to a lot shares moving, just to balance out your stupid Robinhood YOLOs. While there are some tricks (dark pools, block trades) to not impact the price of the underlying, the reality is that the more options contracts there are on a ticker, the more outsized influence it will have on the ticker's price. This can technically be exactly balanced, if option put delta is equal to option call delta, but never actually ends up being the case. And unlike shares traded, the shares representing the options are more unstable, meaning they will be sold/bought in response to small price shifts. And will end up magnifying those price shifts, accordingly.

NOPE and Earnings

So we have a new shiny indicator, NOPE. What does it actually mean and do?
There's much literature going back to the 1980s that options markets do have some level of predictiveness towards earnings, which makes sense intuitively. Unlike shares markets, where you can continue to hold your share even if it dips 5%, in options you get access to expanded opportunity to make riches... and losses. An options trader betting on earnings is making a risky and therefore informed bet that he or she knows the outcome, versus a share trader who might be comfortable bagholding in the worst case scenario.
As I've mentioned largely in comments on my prior posts, earnings is a special case because, unlike popular misconceptions, stocks do not go up and down solely due to analyst expectations being meet, beat, or missed. In fact, stock prices move according to the consensus market expectation, which is a function of all the participants' FEPF on that ticker. This is why the price moves so dramatically - even if a stock beats, it might not beat enough to justify the high price tag (FSLY); even if a stock misses, it might have spectacular guidance or maybe the market just was assuming it would go bankrupt instead.
To look at the impact of NOPE and why it may play a role in post-earnings-announcement immediate price moves, let's review the following cases:
  1. Stock Meets/Exceeds Market Expectations (aka price goes up) - In the general case, we would anticipate post-ER market participants value the stock at a higher price, pushing it up rapidly. If there's a high absolute value of NOPE on said ticker, this should end up magnifying the positive move since:
a) If NOPE is high negative - This means a ton of put buying, which means a lot of those puts are now worthless (due to price decoherence). This means that to stay delta neutral, market makers need to close out their sold/shorted shares, buying them, and pushing the stock price up.
b) If NOPE is high positive - This means a ton of call buying, which means a lot of puts are now worthless (see a) but also a lot of calls are now worth more. This means that to stay delta neutral, market makers need to close out their sold/shorted shares AND also buy more shares to cover their calls, pushing the stock price up.
2) Stock Meets/Misses Market Expectations (aka price goes down) - Inversely to what I mentioned above, this should push to the stock price down, fairly immediately. If there's a high absolute value of NOPE on said ticker, this should end up magnifying the negative move since:
a) If NOPE is high negative - This means a ton of put buying, which means a lot of those puts are now worth more, and a lot of calls are now worth less/worth less (due to price decoherence). This means that to stay delta neutral, market makers need to sell/short more shares, pushing the stock price down.
b) If NOPE is high positive - This means a ton of call buying, which means a lot of calls are now worthless (see a) but also a lot of puts are now worth more. This means that to stay delta neutral, market makers need to sell even more shares to keep their calls and puts neutral, pushing the stock price down.
---
Based on the above two cases, it should be a bit more clear why NOPE is a measure of sensitivity to system perturbation. While we previously discussed it in the context of magnifying directional move, the truth is it also provides a directional bias to our "random" walk. This is because given a price move in the direction predicted by NOPE, we expect it to be magnified, especially in situations of price decoherence. If a stock price goes up right after an ER report drops, even based on one participant deciding to value the stock higher, this provides a runaway reaction which boosts the stock price (due to hedging factors as well as other participants' behavior) and inures it to drops.

NOPE and NOPE_MAD

I'm going to gloss over this section because this is more statistical methods than anything interesting. In general, if you have enough data, I recommend using NOPE_MAD over NOPE. While NOPE in theory represents a "real" quantity (net option delta over net share delta), NOPE_MAD (the median absolute deviation of NOPE) does not. NOPE_MAD simply answecompare the following:
  1. How exceptional is today's NOPE versus historic baseline (30 days prior)?
  2. How do I compare two tickers' NOPEs effectively (since some tickers, like TSLA, have a baseline positive NOPE, because Elon memes)? In the initial stages, we used just a straight numerical threshold (let's say NOPE >= 20), but that quickly broke down. NOPE_MAD aims to detect anomalies, because anomalies in general give you tendies.
I might add the formula later in Mathenese, but simply put, to find NOPE_MAD you do the following:
  1. Calculate today's NOPE score (this can be done end of day or intraday, with the true value being EOD of course)
  2. Calculate the end of day NOPE scores on the ticker for the previous 30 trading days
  3. Compute the median of the previous 30 trading days' NOPEs
  4. From the median, find the 30 days' median absolute deviation (https://en.wikipedia.org/wiki/Median_absolute_deviation)
  5. Find today's deviation as compared to the MAD calculated by: [(today's NOPE) - (median NOPE of last 30 days)] / (median absolute deviation of last 30 days)
This is usually reported as sigma (σ), and has a few interesting properties:
  1. The mean of NOPE_MAD for any ticker is almost exactly 0.
  2. [Lily's Speculation's Speculation] NOPE_MAD acts like a spring, and has a tendency to reverse direction as a function of its magnitude. No proof on this yet, but exploring it!

Using the NOPE to predict ER

So the last section was a lot of words and theory, and a lot of what I'm mentioning here is empirically derived (aka I've tested it out, versus just blabbered).
In general, the following holds true:
  1. 3 sigma NOPE_MAD tends to be "the threshold": For very low NOPE_MAD magnitudes (+- 1 sigma), it's effectively just noise, and directionality prediction is low, if not non-existent. It's not exactly like 3 sigma is a play and 2.9 sigma is not a play; NOPE_MAD accuracy increases as NOPE_MAD magnitude (either positive or negative) increases.
  2. NOPE_MAD is only useful on highly optioned tickers: In general, I introduce another parameter for sifting through "candidate" ERs to play: option volume * 100/share volume. When this ends up over let's say 0.4, NOPE_MAD provides a fairly good window into predicting earnings behavior.
  3. NOPE_MAD only predicts during the after-market/pre-market session: I also have no idea if this is true, but my hunch is that next day behavior is mostly random and driven by market movement versus earnings behavior. NOPE_MAD for now only predicts direction of price movements right between the release of the ER report (AH or PM) and the ending of that market session. This is why in general I recommend playing shares, not options for ER (since you can sell during the AH/PM).
  4. NOPE_MAD only predicts direction of price movement: This isn't exactly true, but it's all I feel comfortable stating given the data I have. On observation of ~2700 data points of ER-ticker events since Mar 2019 (SPY 500), I only so far feel comfortable predicting whether stock price goes up (>0 percent difference) or down (<0 price difference). This is +1 for why I usually play with shares.
Some statistics:
#0) As a baseline/null hypothesis, after ER on the SPY500 since Mar 2019, 50-51% price movements in the AH/PM are positive (>0) and ~46-47% are negative (<0).
#1) For NOPE_MAD >= +3 sigma, roughly 68% of price movements are positive after earnings.
#2) For NOPE_MAD <= -3 sigma, roughly 29% of price movements are positive after earnings.
#3) When using a logistic model of only data including NOPE_MAD >= +3 sigma or NOPE_MAD <= -3 sigma, and option/share vol >= 0.4 (around 25% of all ERs observed), I was able to achieve 78% predictive accuracy on direction.

Caveats/Read This

Like all models, NOPE is wrong, but perhaps useful. It's also fairly new (I started working on it around early August 2020), and in fact, my initial hypothesis was exactly incorrect (I thought the opposite would happen, actually). Similarly, as commenters have pointed out, the timeline of data I'm using is fairly compressed (since Mar 2019), and trends and models do change. In fact, I've noticed significantly lower accuracy since the coronavirus recession (when I measured it in early September), but I attribute this mostly to a smaller date range, more market volatility, and honestly, dumber option traders (~65% accuracy versus nearly 80%).
My advice so far if you do play ER with the NOPE method is to use it as following:
  1. Buy/short shares approximately right when the market closes before ER. Ideally even buying it right before the earnings report drops in the AH session is not a bad idea if you can.
  2. Sell/buy to close said shares at the first sign of major weakness (e.g. if the NOPE predicted outcome is incorrect).
  3. Sell/buy to close shares even if it is correct ideally before conference call, or by the end of the after-market/pre-market session.
  4. Only play tickers with high NOPE as well as high option/share vol.
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In my next post, which may be in a few days, I'll talk about potential use cases for SPY and intraday trends, but I wanted to make sure this wasn't like 7000 words by itself.
Cheers.
- Lily
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