BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month. US job numbers were revised down by another -4,000 jobs in January and https://t.co/ZWEABFfa1e
BREAKING: The Fed's balance sheet rose +$42 billion in February, to $6.63 trillion, the 2nd-highest since August. Since the Reserve Management Purchases (RMPs) began in December, total assets have risen +$93 billion. Under this program, the Fed is buying ~$40 billion in https://t.co/oM92JweIbg
Lagarde: I can't say precisely what we will decide on rates, I won't allow Europe to feel the same inflation as 2022/2023, degree of uncertainty and volatility is very surprising
US gas prices now projected to surge to $4.00 by the end of the month, Mideast conflict triggered a surge in oil prices, inflationary worries, now-deleted post from Energy Secretary Chris Wright whipsawed crude
$ORCL surges over +8%, 44% jump in cloud revenue, Cloud Revenue: $8.90B, demand for cloud computing for AI training and inferencing continues to grow faster than supply
ORACLE $ORCL JUST SAID THIS: "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have recently strengthened their financial positions quite substantially. These
I would not have predicted this and I think Microsoft deserves serious praise here. Bravo. [QT @mirandanazzaro: New: Microsoft files amicus brief in support of Anthropic complaint against Trump admin (h/t @JuliaShapero ) https://t.co/MYtSZFwC5z]
redemption requests in excess of 7% from its flagship private credit fund, synthetic mortgage-backed CDOs rebranded for 2026 as private credit funds, $400 million delayed draw term loan for Blackstone's Enverus
I told you so. Contagion has begun. https://t.co/AM1DCW8zWC [QT @great_martis: Ladies and gentlemens, brace yourselves history is repeating with a vengeance, and the sequel looks even more explosive. I present to you the new and improved synthetic mortgage-backed CDOs that detonated the 2008 financial crisis… rebranded for 2026 as private credit funds.]
Not your AI, not your intelligence. Not your keys, not your coins. AI ❤️ self-custody wallets [QT @WDK_tether: If AI agents are going to handle money, they should follow the same rule humans do: Not your keys, not your coins. WDK Agent Skills give AI agents self-custodial wallets with human confirmation before transactions. Learn more ↓ https://t.co/7wnuDgcOOH https://t.co/G9ROcKu1SW]
BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month. US job numbers were revised down by another -4,000 jobs in January and https://t.co/ZWEABFfa1e
BREAKING: The Fed's balance sheet rose +$42 billion in February, to $6.63 trillion, the 2nd-highest since August. Since the Reserve Management Purchases (RMPs) began in December, total assets have risen +$93 billion. Under this program, the Fed is buying ~$40 billion in https://t.co/oM92jweIbg
The European Central Bank will ensure the war in Iran doesn’t inflict the same inflation pain on the euro zone as Russia’s invasion of Ukraine did, according to President Christine Lagarde https://t.co/EqEskJPRnQ
China's exports jumped nearly 22% in the first two months of the year from a year earlier, powered by a surge in shipments of computer chips, autos and electronics. https://t.co/b4pzgpIALx
Anthropic told a judge it could lose as much as billions of dollars in revenue this year and urged quick action on its request to block the Trump administration’s declaration of the company as a supply-chain risk https://t.co/Qn3kH6i4PR
Pentagon burned through $5.6 billion in munitions, first 2 days of Iran war, US forced to dig deep into arsenal, expensive missiles, counter Iran's low-cost drones
高昂的初期军费开支和对昂贵弹药的依赖，凸显了对抗伊朗不对称战术所带来的巨大财政负担和战略挑战。
Pentagon burned through $5.6 billion in munitions in first 2 days of Iran war, per the Hill
inaccurate social media post, US Energy Department blames staffer, Wright’s account, oil tanker escort, Strait of Hormuz, Iran FM Araghchi accuses US officials of posting fake news to manipulate markets
BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month. US job numbers were revised down by another -4,000 jobs in January and https://t.co/ZWEABFfa1e
BREAKING: The Fed's balance sheet rose +$42 billion in February, to $6.63 trillion, the 2nd-highest since August. Since the Reserve Management Purchases (RMPs) began in December, total assets have risen +$93 billion. Under this program, the Fed is buying ~$40 billion in https://t.co/oM92JweIbg
Microsoft files amicus brief; Anthropic complaint against Trump admin; billions of dollars in revenue loss risk; expansion to Australia & New Zealand; Sydney office
Anthropic told a judge it could lose as much as billions of dollars in revenue this year and urged quick action on its request to block the Trump administration’s declaration of the company as a supply-chain risk https://t.co/Qn3kH6i4PR
Robinhood $HOOD CEO Vlad Tenev just said that Robinhood Banking deposits have now crossed over $1 Billion [QT @vladtenev: Robinhood Banking just crossed $1B in deposits from 65K funded customers. Huge milestone — and the team is just getting started🔥 Robinhood is a financial technology company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC. https://t.co/LPeRo2Jbq6]
The U.S. is investigating an explosion at a school next to an Iranian navy base in the city of Minab. Iran says the strike killed more than 150 people, mostly schoolgirls. A U.S. official briefed on the initial review tells PBS News that the strike was likely American. https://t.co/MkZZBJl0a5
The Iran war, which erupted on Feb. 28 following U.S.-Israeli strikes on Iran, has drawn the international spotlight from Ukraine’s plight as it strives to hold back Russia’s bigger army. https://t.co/18V8G4UzJE
BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month. US job numbers were revised down by another -4,000 jobs in January and https://t.co/ZWEABFfa1e
BREAKING: The IEA has proposed the largest release of oil reserves in history, exceeding the 182 million barrel record set in 2022, per WSJ. Details include: 1. The proposal was circulated at an "emergency meeting" today 2. Countries are expected to decide on the proposal
China's exports jumped nearly 22% in the first two months of the year from a year earlier, powered by a surge in shipments of computer chips, autos and electronics.
Anthropic told a judge it could lose as much as billions of dollars in revenue this year and urged quick action on its request to block the Trump administration’s declaration of the company as a supply-chain risk
After its release as a side project in January 2026, OpenClaw managed to surpass both Linux and React on its way to the number one all-time leader in Github stars
Lets look at the criteria for "weak AGI": ✅Loebner prize was a weak Turing Test, equivalent achieved by GPT-4.5 ✅Winograd passed by GPT-3 ✅SAT passed at 75% by GPT-4
Iran has begun laying mines in the Strait of Hormuz, the world’s most important energy chokepoint that carries about one-fifth of all crude oil, according to two people familiar with US intelligence reporting on the issue. https://t.co/2tTCgwsrwH https://t.co/TiBYxXMhOp
The U.S. is investigating an explosion at a school next to an Iranian navy base in the city of Minab. Iran says the strike killed more than 150 people, mostly schoolgirls. A U.S. official briefed on the initial review tells PBS News that the strike was likely American.
BREAKING: The IEA has proposed the largest release of oil reserves in history, exceeding the 182 million barrel record set in 2022, per WSJ. Details include: 1. The proposal was circulated at an "emergency meeting" today 2. Countries are expected to decide on the proposal
US jobs numbers revised down -710,000 jobs over 13 months; -4,000 jobs in January
这意味着美国就业人数最初被平均每月高估约55,000人，表明实际就业市场状况比先前报告的要疲软。
BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month. US job numbers were revised down by another -4,000 jobs in January and https://t.co/ZWEABFfa1e
LNG shipments; Europe diverting to Asia; Middle East war
中东冲突正在直接扰乱全球能源供应链，导致贸易航线发生转变，并在需求加剧的情况下影响区域能源安全。
A tense global hunt for liquefied natural gas sparked by the war in the Middle East is starting to shift physical supply flows, as more shipments bound for Europe are diverting to Asia https://t.co/6gP9wzHXVA
GPT-5.4 Pro正在接受调查，可能已经解决了FrontierMath: Open Problems中的一个问题。
GPT-5.4 Pro; FrontierMath: Open Problems; possible solution
这表明即将推出的AI模型在复杂数学推理方面展现出先进能力，正在突破人工智能解决问题的边界。
We are investigating a possible solution by GPT-5.4 Pro to a problem from FrontierMath: Open Problems. My guess is that the solution is right, but we won’t be sure until the problem author weighs in. Thread with the story so far… https://t.co/l8y8nuyuUu
Anthropic told a judge it could lose as much as billions of dollars in revenue this year and urged quick action on its request to block the Trump administration’s declaration of the company as a supply-chain risk https://t.co/Qn3kH6i4PR
OpenClaw; January 2026 release; surpassed Linux and React; #1 Github stars
这表明一个新的软件项目，可能与AI相关，在短时间内获得了前所未有的快速采纳和庞大的开发者社区关注。
After its release as a side project in January 2026, OpenClaw managed to surpass both Linux and React on its way to the number one all-time leader in Github stars Full report: https://t.co/P2BUkn6fvY https://t.co/N55fMcKPJF
Lets look at the criteria for "weak AGI": ✅Loebner prize was a weak Turing Test, equivalent achieved by GPT-4.5 ✅Winograd passed by GPT-3 ✅SAT passed at 75% by GPT-4 Only remaining thing is playing an old Atari game from 1984. The labs could do the funniest thing right now https://t.co/Za2VwTsPvg
Iran laying mines; Strait of Hormuz; one-fifth of crude oil
此举代表着紧张局势的严重升级，直接威胁全球能源供应，并引发了美国总统特朗普的直接警告。
Iran has begun laying mines in the Strait of Hormuz, the world’s most important energy chokepoint that carries about one-fifth of all crude oil, according to two people familiar with US intelligence reporting on the issue. https://t.co/2tTCgwsrwH https://t.co/TiBYxXMhOp
US investigation; explosion at school; Iranian navy base Minab; 150+ killed; likely American strike
这是美伊冲突中一个关键且可能极具争议的进展，如果证实为美军袭击，将带来严重的人道主义和政治后果。
The U.S. is investigating an explosion at a school next to an Iranian navy base in the city of Minab. Iran says the strike killed more than 150 people, mostly schoolgirls. A U.S. official briefed on the initial review tells PBS News that the strike was likely American. https://t.co/MkZZBJl0a5
BREAKING: The IEA has proposed the largest release of oil reserves in history, exceeding the 182 million barrel record set in 2022, per WSJ. Details include: 1. The proposal was circulated at an "emergency meeting" today 2. Countries are expected to decide on the proposal
Strait of Hormuz blockage, Saudi East-West pipeline critical
这一变化突显了中东地区地缘政治紧张局势对全球能源供应安全的影响，并提升了替代运输路线的战略重要性。
The blockage in the Strait of Hormuz has suddenly made Saudi Arabia’s East-West pipeline one of the most critical pieces of infrastructure in the world https://t.co/rGhUNJzHi3
LNG supply flows, Europe to Asia diversion, Middle East war
这表明中东冲突正在重塑全球能源贸易流向，欧洲面临更严峻的能源供应挑战，而亚洲的需求则在拉动供应。
A tense global hunt for liquefied natural gas sparked by the war in the Middle East is starting to shift physical supply flows, as more shipments bound for Europe are diverting to Asia https://t.co/6gP9wzHXVA
Anthropic told a judge it could lose as much as billions of dollars in revenue this year and urged quick action on its request to block the Trump administration’s declaration of the company as a supply-chain risk
such suspense — gpt-5.4 pro (potentially) for open mathematics: [QT @GregHBurnham: We are investigating a possible solution by GPT-5.4 Pro to a problem from FrontierMath: Open Problems. My guess is that the solution is right, but we won’t be sure until the problem author weighs in. Thread with the story so far… https://t.co/l8y8nuyuUu]
After its release as a side project in January 2026, OpenClaw managed to surpass both Linux and React on its way to the number one all-time leader in Github stars Full report: https://t.co/P2BUkn6fvY https://t.co/N55fMcKPJF [QT @omooretweets: 🚨 The @a16z consumer AI Top 100 is back! For the sixth time, we ranked consumer AI websites and mobile apps by usage (monthly unique visits and MAUs). This edition, we changed the rules. Here's why - and what the new list says about where consumer AI is heading 👇 https://t.co/4XSHw3bnGD]
Nintendo shares soared as much as 10% in their steepest climb since April as the surprise success of its new Pokémon game helped offset worries around the rising cost of memory chips https://t.co/Nrf1XiaD4O
White House press secretary Karoline Leavitt didn't answer why President Trump falsely asserted on Monday that Iran has access to the U.S.-made Tomahawk cruise missile, the weapon likely used to strike a girls school in Iran, killing 165 people. https://t.co/BU6vf1y0VD
The Democrats are proudly inflicting this pain on the American people and TSA officers by keeping the Department of Homeland Security shut down. It’s a complete disgrace. https://t.co/XBVv6hPByE
North Korea test-fired cruise missiles from its latest warship, the second time in a week it has launched its new sea-to-surface weapons system as reports grow that the US is shifting assets out of South Korea to help it fight Iran
pendle at $1.26 with $45m annual revenue and 80% flowing to stakers. arthur hayes just realized a $990k loss selling at $1.34 after buying at $1.77. 60% of circulating supply locked in sPENDLE with 14-day withdrawal. trading at 4.6x P/S against aave at 12x. first buyback hit
BREAKING: The IEA has proposed the largest release of oil reserves in history, exceeding the 182 million barrel record set in 2022, per WSJ. Details include: 1. The proposal was circulated at an "emergency meeting" today 2. Countries are expected to decide on the proposal
On CPI tomorrow — if there are hot readings in electronics and household and recreational goods, it is NOT really because of tariffs. It is due to the aluminum / metal price shock from December, and the memory chips shock. I said it first.
US jobs numbers revised down; last 13 months; total -710,000 jobs; ~55,000 jobs per month overstated; January -4,000 jobs
这一持续的下调趋势表明美国劳动力市场可能比最初报告的要疲软，引发对经济真实状况的担忧。
When the Revisions Start Looking Like 2009 This happens because payroll data are designed to be fast, not perfect. The first estimate is built from incomplete survey returns, then revised as more reports arrive, and later benchmarked to state unemployment insurance tax records https://t.co/1cJF5CfZCx
such suspense — gpt-5.4 pro (potentially) for open mathematics: [QT @GregHBurnham: We are investigating a possible solution by GPT-5.4 Pro to a problem from FrontierMath: Open Problems. My guess is that the solution is right, but we won’t be sure until the problem author weighs in. Thread with the story so far… https://t.co/l8y8nuyuUu]
After its release as a side project in January 2026, OpenClaw managed to surpass both Linux and React on its way to the number one all-time leader in Github stars Full report: https://t.co/P2BUkn6fvY https://t.co/N55fMcKPJF
Chinese investors purchased record +$4.8 billion of Hong Kong stocks; Monday; surpasses previous record of +$4.6 billion (Aug 2024)
这一创纪录的资金流入表明内地投资者对香港股市的强劲信心和购买兴趣，可能预示着香港市场活跃度的提升。
Chinese investors are buying Hong Kong stocks at a record pace: Investors from mainland China purchased a record +$4.8 billion of Hong Kong stocks on Monday. This surpasses the previous record of +$4.6 billion, set in August 2024. The surge comes just days after a record daily https://t.co/X4mEGGA8YO
Nintendo shares soared as much as 10%; steepest climb since April; new Pokémon game success
这表明即使在宏观行业担忧背景下，单一产品的巨大成功也能显著提振公司股价，体现了强劲的产品力。
Nintendo shares soared as much as 10% in their steepest climb since April as the surprise success of its new Pokémon game helped offset worries around the rising cost of memory chips https://t.co/Nkd3k6fH7h
美国国土安全部（Department of Homeland Security）已停摆，白宫新闻秘书指责民主党造成美国人民和运输安全管理局（TSA）官员的痛苦。
Department of Homeland Security shut down; Democrats blamed
国土安全部停摆造成了严重的国内影响，白宫将其归咎于民主党，凸显了当前政治僵局的激烈程度。
The Democrats are proudly inflicting this pain on the American people and TSA officers by keeping the Department of Homeland Security shut down. It’s a complete disgrace. https://t.co/XBVv6hPByE
Operation Epic Fury; hundreds of air assets; Iranian Revolutionary Guard targeting technological infrastructure; Wave 37 Khorramshahr missiles towards US bases; US-Israeli war no sign of slowing; Iranian missile strikes near Tel Aviv airbase
US State Department authorized up to $40 million emergency funds; evacuation charter flights; Americans to leave Middle East
这一举措显示了美国政府在冲突升级背景下，为保护其公民安全并协助其撤离所做的紧急努力。
The State Department has authorized the use of up to $40 million in emergency funds to pay for evacuation charter flights for Americans to leave the Middle East because of disruptions in transportation caused by the Iran war. https://t.co/HZlQ1h48Op
pendle at $1.26 with $45m annual revenue and 80% flowing to stakers. arthur hayes just realized a $990k loss selling at $1.34 after buying at $1.77. 60% of circulating supply locked in sPENDLE with 14-day withdrawal. trading at 4.6x P/S against aave at 12x. first buyback hit
Reserve release only delays solution, and that creates more long term damage to Oil market. More of a favor to Trump than consumer. Now important part - even if a single country objects, it doesn't happen. Expect volatility.
When the Revisions Start Looking Like 2009 This happens because payroll data are designed to be fast, not perfect. The first estimate is built from incomplete survey returns, then revised as more reports arrive, and later benchmarked to state unemployment insurance tax records
ChatGPT for interactive learning of math and science: [QT @ChatGPTapp: 140 million people use ChatGPT to help them understand math and science concepts every week. https://t.co/hIK2t7joKN]
Chinese investors, Hong Kong stocks, record +$4.8 billion, Monday
此次购买热潮发生在之前一个日交易记录之后几天，表明内地投资者对香港市场有强烈的信心或兴趣。
Chinese investors are buying Hong Kong stocks at a record pace: Investors from mainland China purchased a record +$4.8 billion of Hong Kong stocks on Monday. This surpasses the previous record of +$4.6 billion, set in August 2024. The surge comes just days after a record daily https://t.co/X4mEGGA8YO
Monitoring this situation [QT @TheOtherParker_: Highest volume day EVER on STRC. $424M. This also appears to be THE HIGHEST VOLUME DAY of any preferred stock ever in history. @saylor had a single engine turbo prop Cessna with the MSTR ATM, but now he has a twin engine F22 with both the MSTR and STRC ATMs. He can both]
The Democrats are proudly inflicting this pain on the American people and TSA officers by keeping the Department of Homeland Security shut down. It’s a complete disgrace. https://t.co/XBVv6hPByE
White House press secretary Karoline Leavitt didn't answer why President Trump falsely asserted on Monday that Iran has access to the U.S.-made Tomahawk cruise missile, the weapon likely used to strike a girls school in Iran, killing 165 people.
CZ, Forbes #17, $111 billion, Bill Gates #19, $108 billion, crypto prices dropped >50% in 2026
在加密市场大幅下跌之际，这一出人意料的排名凸显了加密财富估值的不透明性，并引发了对其准确性的争议。
Didn't read the Forbes article, but if you just look at the little chart 👇, you know it's wrong. Crypto prices dropped by more than 50% in 2026 already. And my net worth went up? 🤷♂️ Wish they can apply some common sense and basic logic. [QT @Zh_Crypto517: 最新福布斯富豪排行榜：大表哥cz位列第 17 名 总资产高达1110亿美元 ！ 在50岁以下比他高的只有扎克伯格 第 5 名 比尔盖茨：1080亿美元 位列第 19 名 张一鸣：693亿美元位列第 26 名 钟睒睒：681亿美元位列第 27 名 不知道在加密行业如此惨淡的情况下大表哥身价还能如此之高是如何做到的？ https://t.co/YlEQcXE7aa]
Reserve release only delays solution, and that creates more long term damage to Oil market. More of a favor to Trump than consumer. Now important part - even if a single country objects, it doesn't happen. Expect volatility.
BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month. US job numbers were revised down by another -4,000 jobs in January and
+$4.8 billion, Hong Kong stocks, Monday, previous record +$4.6 billion
Chinese investors are buying Hong Kong stocks at a record pace: Investors from mainland China purchased a record +$4.8 billion of Hong Kong stocks on Monday. This surpasses the previous record of +$4.6 billion, set in August 2024.
~$1.3 billion, STRC ATM issuance, record breaking day, $424M
这被认为是历史上任何优先股的最高单日交易量。
Highest volume day EVER on STRC. $424M. This also appears to be THE HIGHEST VOLUME DAY of any preferred stock ever in history. @saylor had a single engine turbo prop Cessna with the MSTR ATM, but now he has a twin engine F22 with both the MSTR and STRC ATMs.
North Korea, cruise missiles, latest warship, second time in a week, US shifting assets from South Korea
North Korea test-fired cruise missiles from its latest warship, the second time in a week it has launched its new sea-to-surface weapons system as reports grow that the US is shifting assets out of South Korea to help it fight Iran
White House press secretary Karoline Leavitt didn't answer why President Trump falsely asserted on Monday that Iran has access to the U.S.-made Tomahawk cruise missile, the weapon likely used to strike a girls school in Iran, killing 165 people.
BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month. US job numbers were revised down by another -4,000 jobs in January and
Crude Oil adjusted for inflation is quite cheap An all-time high is very realistic -- that would put Crude above $220 per barrel Likely by the end of this decade $CL_F
Google $GOOGL announced today that it is bringing its Gemini AI integration for Chrome to new regions, including India 🇮🇳 , Canada 🇨🇦 , and New Zealand 🇳🇿 - Tech Crunch
Chinese investors are buying Hong Kong stocks at a record pace: Investors from mainland China purchased a record +$4.8 billion of Hong Kong stocks on Monday. This surpasses the previous record of +$4.6 billion, set in August 2024. The surge comes just days after a record daily https://t.co/X4mEGGA8YO
Highest volume day EVER on STRC. $424M. This also appears to be THE HIGHEST VOLUME DAY of any preferred stock ever in history. @saylor had a single engine turbo prop Cessna with the MSTR ATM, but now he has a twin engine F22 with both the MSTR and STRC ATMs.
Nintendo shares soared as much as 10% in their steepest climb since April as the surprise success of its new Pokémon game helped offset worries around the rising cost of memory chips
US stocks lost early gains; Iran war, stagflation worries
中东持续的冲突及其可能带来的经济后果（如滞胀）严重影响了投资者情绪，导致股市出现波动和下跌。
US stocks lost steam giving up early gains as investors weighed fading hopes for an earlier-than-expected end to the US-Israeli war on Iran against a backdrop of renewed military threats and ongoing worries of economic stagflation. Read: https://t.co/vmwIdDEAoF https://t.co/T9xUkoHd2b
The U.S. is investigating an explosion at a school next to an Iranian navy base in the city of Minab. We have a look at videos and satellite images of what appears to be the deadliest strike of the war. https://t.co/E9ozxOaRan
North Korea test-fired cruise missiles from its latest warship, the second time in a week it has launched its new sea-to-surface weapons system as reports grow that the US is shifting assets out of South Korea to help it fight Iran
pendle at $1.26 with $45m annual revenue and 80% flowing to stakers. arthur hayes just realized a $990k loss selling at $1.34 after buying at $1.77. 60% of circulating supply locked in sPENDLE with 14-day withdrawal. trading at 4.6x P/S against aave at 12x. first buyback hit
BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month. US job numbers were revised down by another -4,000 jobs in January and
On CPI tomorrow — if there are hot readings in electronics and household and recreational goods, it is NOT really because of tariffs. It is due to the aluminum / metal price shock from December, and the memory chips shock. I said it first.
US consumer prices picked up February, gasoline cost increase, Middle East war, further inflation March; Japan wholesale inflation cools, oil shock threatens rebound
US consumer prices likely picked up in February as the cost of gasoline increased in anticipation of an escalating war in the Middle East, and with the conflict driving up oil prices, a further rise in inflation is expected in March. More here: https://t.co/4BEA1Uc4oQ
==> I won’t show my website to your browser. Get my browser (aka Amazon AI agents) to use my content / app. 😄🤟🏼 Consumer AI is such a big-boys-ego club. [QT @zerohedge: *AMAZON WINS COURT ORDER BLOCKING PERPLEXITY’S AI SHOPPING BOTS]
China Cosco suspended its services at Panama’s Balboa port, a local media reports, after Beijing warned of a “heavy price” for the Central American country’s forced takeover of the facility from Hong Kong conglomerate CK Hutchison https://t.co/8R1wRNEzqI
North Korea test-fired cruise missiles, latest warship, second time in a week, new sea-to-surface weapons system, US shifting assets from South Korea, Iran conflict
Crude Oil adjusted for inflation is quite cheap An all-time high is very realistic -- that would put Crude above $220 per barrel Likely by the end of this decade $CL_F https://t.co/oQOmEtJGtH
Aluminum is being offered to Japanese buyers at the highest premium in 11 years, as war in the Middle East constricts supply of one of the world’s most widely used materials https://t.co/1jG9cBRuzb
US jobs numbers revised down 13 months, -710,000 jobs
这一持续的下调表明初始就业数据存在显著偏差，可能影响对美国劳动力市场实际状况的评估。
BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month.
EXCLUSIVE: China moves to restrict banks, state firms and government bodies from using OpenClaw AI apps on office computers over security concerns https://t.co/kh1kKyY6wO
Anduril Industries is set to double the size of its space unit with the acquisition of national security company ExoAnalytic Solutions, marking a significant expansion of the company’s space defense program https://t.co/bukWWXhU7z
Israel is quietly planning a potential base at the mouth of the Red Sea, a prime location to target one of Iran's last-remaining proxies https://t.co/vWsSGfkhkg
China Cosco suspended its services at Panama’s Balboa port, a local media reports, after Beijing warned of a “heavy price” for the Central American country’s forced takeover of the facility from Hong Kong conglomerate CK Hutchison https://t.co/8R1wRNEzqI
Didn't read the Forbes article, but if you just look at the little chart 👇, you know it's wrong. Crypto prices dropped by more than 50% in 2026 already. And my net worth went up? 🤷♂️ Wish they can apply some common sense and basic logic. [QT @Zh_Crypto517: 最新福布斯富豪排行榜：大表哥cz位列第 17 名 总资产高达1110亿美元 ！ 在50岁以下比他高的只有扎克伯格 第 5 名 比尔盖茨：1080亿美元 位列第 19 名 张一鸣：693亿美元位列第 26 名 钟睒睒：681亿美元位列第 27 名 不知道在加密行业如此惨淡的情况下大表哥身价还能如此之高是如何做到的？ https://t.co/YlEQcXE7aa]
US jobs numbers, revised down 13 consecutive months, -710,000 jobs total, -4,000 jobs in January
这一持续的下修表明最初的就业估计被系统性高估，暗示劳动力市场可能不如最初想象的强劲。
BREAKING: US jobs numbers have now been revised down in each of the last 13 months, by a total of -710,000 jobs. This means employment was initially overstated by an average of ~55,000 jobs per month. US job numbers were revised down by another -4,000 jobs in January and
Economists at three of Australia’s “Big Four” lenders expect the Reserve Bank to deliver a second consecutive rate hike next week as it grapples with persistently strong inflation
==> I won’t show my website to your browser. Get my browser (aka Amazon AI agents) to use my content / app. 😄🤟🏼 Consumer AI is such a big-boys-ego club.
US CPI, February, March, gasoline cost, Middle East war
中东地区的冲突正在直接影响美国国内通胀，特别是通过能源价格，预示着短期内通胀压力将持续存在。
US consumer prices likely picked up in February as the cost of gasoline increased in anticipation of an escalating war in the Middle East, and with the conflict driving up oil prices, a further rise in inflation is expected in March. More here: https://t.co/4BEA1Uc4oQ
The world’s biggest LNG export plant in Qatar hasn’t exported a shipment for five days — the longest streak in data going back to 2008 — threatening to further boost prices for the fuel https://t.co/BKFTpIV0dH
Aluminum is being offered to Japanese buyers at the highest premium in 11 years, as war in the Middle East constricts supply of one of the world’s most widely used materials https://t.co/1jG9cBRuzb
JPMorgan told private credit lenders that it marked down the value of some loans, clamping down on its lending as worries mount over credit quality https://t.co/U4cu8ZZfzs
EXCLUSIVE: China moves to restrict banks, state firms and government bodies from using OpenClaw AI apps on office computers over security concerns https://t.co/kh1kKy6wO
Anduril Industries is set to double the size of its space unit with the acquisition of national security company ExoAnalytic Solutions, marking a significant expansion of the company’s space defense program https://t.co/bukWXU7z
BREAKING: The US Navy has refused near-daily requests from the shipping industry for military escorts through the Strait of Hormuz, per Reuters. Details include: 1. The US Navy says the risks of attacks is "too high" for now
Israel is quietly planning a potential base at the mouth of the Red Sea, a prime location to target one of Iran's last-remaining proxies https://t.co/vWsSGfkhkg
China Cosco suspended its services at Panama’s Balboa port, a local media reports, after Beijing warned of a “heavy price” for the Central American country’s forced takeover of the facility from Hong Kong conglomerate CK Hutchison https://t.co/8R1wRNEzqI
Crypto prices dropped by more than 50% in 2026 already. And my net worth went up? 🤷♂️ Wish they can apply some common sense and basic logic. [QT @Zh_Crypto517: 最新福布斯富豪排行榜：大表哥cz位列第 17 名 总资产高达1110亿美元 ！ 在50岁以下比他高的只有扎克伯格 第 5 名 比尔盖茨：1080亿美元 位列第 19 名 张一鸣：693亿美元位列第 26 名 钟睒睒：681亿美元位列第 27 名 不知道在加密行业如此惨淡的情况下大表哥身价还能如此之高是如何做到的？ https://t.co/YlEQcXE7aa]
US consumer prices likely picked up in February as the cost of gasoline increased in anticipation of an escalating war in the Middle East, and with the conflict driving up oil prices, a further rise in inflation is expected in March.
The world’s biggest LNG export plant in Qatar hasn’t exported a shipment for five days — the longest streak in data going back to 2008 — threatening to further boost prices for the fuel
Japan’s five-year government bond auction drew stronger demand than its 12-month average on receding expectations of a possible rate hike by the Bank of Japan amid ongoing uncertainties surrounding the Iran war
China’s central bank is signaling an increased tolerance for yuan flexibility, a sign of confidence it can insulate the currency from market turmoil triggered by the Iran war
==> I won’t show my website to your browser. Get my browser (aka Amazon AI agents) to use my content / app. 😄🤟🏼 Consumer AI is such a big-boys-ego club. [QT @zerohedge: *AMAZON WINS COURT ORDER BLOCKING PERPLEXITY’S AI SHOPPING BOTS]
Oracle predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading. Read more: https://t.co/LuJ2yFnmUz https://t.co/D42ZLqu6vo
Anduril Industries is set to double the size of its space unit with the acquisition of national security company ExoAnalytic Solutions, marking a significant expansion of the company’s space defense program
Thai Airways will raise ticket prices by 10% to 15% to offset surging fuel costs as the state-controlled carrier grapples with “overwhelming” demand from customers shifting travel plans from the Middle East to Europe
The UK Navy says a cargo ship had a fire on board after it was struck by a projectile in the Strait of Hormuz, the latest incident targeting vessels in the key trade chokepoint along Iran’s southern border
BREAKING: The US Navy has refused near-daily requests from the shipping industry for military escorts through the Strait of Hormuz, per Reuters. Details include: 1. The US Navy says the risks of attacks is "too high" for now
China Cosco suspended its services at Panama’s Balboa port, a local media reports, after Beijing warned of a “heavy price” for the Central American country’s forced takeover of the facility from Hong Kong conglomerate CK Hutchison
ECB's Nagel, higher inflation risk, deteriorated economic outlook, decisive action; ECB's Villeroy, no rate hike next week, more inflation, less growth due to conflict, French economic growth on target
Oracle predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading. Read more: https://t.co/LuJ2yFnmUz https://t.co/D42ZLqu6vo
==> I won’t show my website to your browser. Get my browser (aka Amazon AI agents) to use my content / app. 😄🤟🏼 Consumer AI is such a big-boys-ego club. [QT @zerohedge: *AMAZON WINS COURT ORDER BLOCKING PERPLEXITY’S AI SHOPPING BOTS]
BREAKING: The US Navy has refused near-daily requests from the shipping industry for military escorts through the Strait of Hormuz, per Reuters. Details include: 1. The US Navy says the risks of attacks is "too high" for now
stani kulechov bought $3.53m in AAVE on feb 7 while his top contributors announced exits. arthur hayes sold the same week at a loss. founder buying during brain drain at 4.6x P/S when morpho trades at 4.2x with similar revenue. the $21m oracle bug reimbursement proves they
The world’s biggest LNG export plant in Qatar hasn’t exported a shipment for five days — the longest streak in data going back to 2008 — threatening to further boost prices for the fuel
ECB's Nagel, higher inflation, deteriorated economic outlook, act decisively, ECB's Villeroy, no rate hike next week, slightly more inflation, less growth, French economic growth on target
US consumer prices likely picked up in February as the cost of gasoline increased in anticipation of an escalating war in the Middle East, and with the conflict driving up oil prices, a further rise in inflation is expected in March.
Oracle predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading. Read more: https://t.co/LuJ2yFnmUz https://t.co/D42ZLqu6vo
BREAKING: The US Navy has refused near-daily requests from the shipping industry for military escorts through the Strait of Hormuz, per Reuters. Details include: 1. The US Navy says the risks of attacks is "too high" for now 2. The US Navy has held regular briefings with
Israel is quietly planning a potential base at the mouth of the Red Sea, a prime location to target one of Iran's last-remaining proxies https://t.co/vWsSGfkhkg
stani kulechov bought $3.53m in AAVE on feb 7 while his top contributors announced exits. arthur hayes sold the same week at a loss. founder buying during brain drain at 4.6x P/S when morpho trades at 4.2x with similar revenue. the $21m oracle bug reimbursement proves they
ECB Nagel, Kazimir, Villeroy, higher inflation risk, deteriorated economic outlook, Iran war, ECB rate hike, more inflation, less growth, French economic growth on target.
Oracle predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading. Read more: https://t.co/LuJ2yFnmUz https://t.co/D42ZLqu6vo
Kimi K2.5 AI模型通过FireworksAI_HQ在Opencode中以200 tps运行，作为日常驱动程序表现出色。
Kimi K2.5, 200 tps, FireworksAI_HQ, Opencode.
Kimi K2.5 AI模型展现出卓越的运行效率，通过特定平台实现每秒200次处理请求，这表明它在快速完成日常任务方面具有强大的实用价值，而不仅仅局限于高级智能应用。
Kimi K2.5 continues to be my daily driver for all the basic stuff where I don't need PhD-level intelligence. I just need it done quickly. Running it at 200 tps through @FireworksAI_HQ within @opencode is just such a delight. https://t.co/ukQIG7DmfG
Amazon is making its debut in the euro bond market with a record eight-part sale, aiming to raise around $11.6 billion to pay for AI investments https://t.co/YmhI5UIkBM
The UK Navy says a cargo ship had a fire on board after it was struck by a projectile in the Strait of Hormuz, the latest incident targeting vessels in the key trade chokepoint along Iran’s southern border https://t.co/W5HESjMrK
ECB's Nagel, higher inflation risk, deteriorated economic outlook, decisive action, energy spike; ECB's Villeroy, more inflation, less growth, no rate hike next week, French growth on target; Peter Kazimir, ECB rate hike closer, Iran war.
Iran war, fertilizer crisis, energy markets, Strait of Hormuz closure, Indian rupee, Thailand fuel demand, diesel subsidies, Italy/France petrol prices, Qatar LNG halt
Amazon is making its debut in the euro bond market with a record eight-part sale, aiming to raise around $11.6 billion to pay for AI investments https://t.co/YmhI5UIkBM
Rheinmetall, 2026 sales outlook $16.3B-$16.9B, earnings miss, sales grow up to 45% in 2026; Porsche, sales pressure, tariffs, EV course correction, further earnings hit, 2025 tailspin.
Americans' confidence, fair elections, lowest point in years, PBS News/NPR/Marist poll.
这项民意调查揭示了美国公众对选举过程公正性的信任度显著下降，反映出美国国内面临着深层的政治挑战。
NEW: Americans' confidence that their elections will be run fairly has dropped to its lowest point in years, according to the latest PBS News/NPR/Marist poll. https://t.co/QhaK2vUTIg
stani kulechov bought $3.53m in AAVE on feb 7 while his top contributors announced exits. arthur hayes sold the same week at a loss. founder buying during brain drain at 4.6x P/S when morpho trades at 4.2x with similar revenue. the $21m oracle bug reimbursement proves they
The IEA proposes the release of about 300 million to 400 million barrels from its stockpile, the largest in its history, as military strikes continue in the Middle East.
Two Turing-class AI researchers just raised $2B in three weeks to bet against every LLM company on the planet. Fei-Fei Li closed $1B for World Labs on February 18. LeCun closed $1.03B for AMI Labs today. Both building world models.
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks
Blockchain technology can make transactions faster, simpler and available 24/7. The Appia roadmap sets out how to integrate it within Europe’s financial system
JPMorgan is marking down the value of some software-related loans in private credit portfolios. This highlights how fungible private loan valuations have become at a time of little liquidity, and raises questions about which firms are doing a better job
The UK Navy says a cargo ship had a fire on board after it was struck by a projectile in the Strait of Hormuz, the latest incident targeting vessels in the key trade chokepoint along Iran’s southern border
Blockchain technology can make transactions faster, simpler and available 24/7. The Appia roadmap sets out how to integrate it within Europe’s financial system
The IEA proposes the release of about 300 million to 400 million barrels from its stockpile, the largest in its history, as military strikes continue in the Middle East.
ECB rate hike closer, Iran war, Peter Kazimir, slightly more inflation and less growth, Villeroy, no rate hike next week, market volatility, amplify shocks to euro zone economy, ECB's VP
EU, weaken the role of gas in setting power prices, possible price cap, Greece impose profit margin cap, Italy evaluating mechanisms to lower petrol prices
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks
Two Turing-class AI researchers just raised $2B in three weeks to bet against every LLM company on the planet. Fei-Fei Li closed $1B for World Labs on February 18. LeCun closed $1.03B for AMI Labs today. Both building world models. Both arguing that the entire generative AI
JPMorgan is marking down the value of some software-related loans in private credit portfolios. This highlights how fungible private loan valuations have become at a time of little liquidity, and raises questions about which firms are doing a better job
The UK Navy says a cargo ship had a fire on board after it was struck by a projectile in the Strait of Hormuz, the latest incident targeting vessels in the key trade chokepoint along Iran’s southern border
Blockchain technology can make transactions faster, simpler and available 24/7. The Appia roadmap sets out how to integrate it within Europe’s financial system
IEA proposes 300-400 million barrels release; Japan to release 15 days' worth of private-sector oil reserves and one month's worth of state oil reserves; Germany to partially release national oil reserves
The IEA proposes the release of about 300 million to 400 million barrels from its stockpile, the largest in its history, as military strikes continue in the Middle East. Get the latest in our live blog: https://t.co/1ItinN9uje
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks https://t.co/7slscAFopJ https://t.co/1K3Lk73CrJ
Two Turing-class AI researchers just raised $2B in three weeks to bet against every LLM company on the planet. Fei-Fei Li closed $1B for World Labs on February 18. LeCun closed $1.03B for AMI Labs today. Both building world models. Both arguing that the entire generative AI
Amazon is making its debut in the euro bond market with a record eight-part sale, aiming to raise around $11.6 billion to pay for AI investments https://t.co/YmhI5UIBMX
The IEA proposes the release of about 300 million to 400 million barrels from its stockpile, the largest in its history, as military strikes continue in the Middle East.
US stock futures churned before Wednesday’s bell as the conflict in the Middle East continued and crude topped $90 a barrel amid vessel attacks in the crucial Strait of Hormuz.
Nvidia will invest $2 billion in Nebius as part of a strategic partnership to develop and build AI data centers, as the world’s most valuable firm continues to pour money into companies that buy its chips.
China's enthusiasm for the OpenClaw AI agent has sent shares of tech companies that embraced it soaring. But Beijing is now moving to limit its uses at government agencies and some of its largest banks
Two Turing-class AI researchers just raised $2B in three weeks to bet against every LLM company on the planet. Fei-Fei Li closed $1B for World Labs on February 18. LeCun closed $1.03B for AMI Labs today. Both building world models.
JPMorgan is marking down the value of some software-related loans in private credit portfolios. This highlights how fungible private loan valuations have become at a time of little liquidity, and raises questions about which firms are doing a better job
BREAKING: Iran announces that facilities associated with major US technology companies could become targets next. They specifically note that Amazon, Microsoft, Nvidia, IBM, Oracle, and Palantir are all potential targets across Israel, Dubai, and Abu Dhabi.
The US-Israeli war on Iran is shaking Pakistan’s delicate web of alliances and forcing the government in Islamabad into an increasingly fraught geopolitical balancing act.
Blockchain technology can make transactions faster, simpler and available 24/7. The Appia roadmap sets out how to integrate it within Europe’s financial system
LINK ETFs recorded 13 consecutive weeks of inflows including $2m on march 10 when every other altcoin bled. that $21m aave liquidation was a chaos labs config error, not chainlink infrastructure failure.
BREAKING: February CPI inflation was unchanged, at 2.4%, in-line with expectations of 2.4%. Core CPI inflation was 2.5%, in-line with expectations of 2.5%. Core CPI inflation before the Iran war was at its lowest in 5 years. The market will now await March's data.
Nvidia will invest $2 billion in Nebius as part of a strategic partnership to develop and build AI data centers, as the world’s most valuable firm continues to pour money into companies that buy its chips. https://t.co/3QmGOYI4of
Amazon $AMZN owned Zoox plans to make its robotaxis available to hail on the Uber app $UBER in Las Vegas later this year - Tech Crunch https://t.co/wlaQi2qErY
GFC 2.0 [QT @Barchart: BREAKING 🚨: JP Morgan $JPM forced to mark downs loans and has decided to reduce lending to private credit groups 🤯 Blue Owl, Blackstone, BlackRock, now JP Morgan 👀 https://t.co/fs6RIf6zmZ]
Amazon, Microsoft, Nvidia, IBM, Oracle, Palantir facilities in Israel, Dubai, Abu Dhabi
伊朗已将美国主要科技公司的中东设施列为潜在袭击目标，这引发了对该地区AI基础设施建设安全性的担忧。
BREAKING: Iran announces that facilities associated with major US technology companies could become targets next. They specifically note that Amazon, Microsoft, Nvidia, IBM, Oracle, and Palantir are all potential targets across Israel, Dubai, and Abu Dhabi.
Oil prices to $200/barrel, continuous strikes, Strait of Hormuz, Mayuree Naree
伊朗的强硬立场预示着冲突升级和全球石油供应的严重威胁，市场对油价上涨的担忧加剧。
BREAKING: Iran says that they are switching from "reciprocal hits" to "continuous strikes" and warns that they will drive oil prices to $200/barrel, per Reuters. Details include: 1. Iran says the US will not be able to control oil prices 2. "We won't allow even one liter of
ETFs still own 1.28mil bitcoin, biggest holder in world as a group. And that’s DESPITE a 50% drawdown thrown at them. YTD flows just about to turn positive too. I think we’re around +$56b net net lifetime. #BoomerStrong [QT @EdmondsonShaun: Good morning friends. Updated graphics today. US ETFs had strong inflows yet again yesterday and corporate treasuries continue to stack. Take a look at the 10 business day buy rate of US ETFs if you want to know what’s going on behind the scenes. @saylor @jackmallers @jack https://t.co/FqcBWBkuGf]
BREAKING: The IEA has approved releasing 400 million barrels of crude oil reserves in an effort to lower oil prices, the largest emergency release in history.
BREAKING: February CPI inflation was unchanged, at 2.4%, in-line with expectations of 2.4%. Core CPI inflation was 2.5%, in-line with expectations of 2.5%. Core CPI inflation before the Iran war was at its lowest in 5 years. The market will now await March's data.
Russia’s crude output declined for a third consecutive month in February, underlining the impact of US sanctions and as Ukrainian drone strikes curb domestic oil-processing
BREAKING: Iran says that they are switching from "reciprocal hits" to "continuous strikes" and warns that they will drive oil prices to $200/barrel, per Reuters. Details include: 1. Iran says the US will not be able to control oil prices 2. "We won't allow even one liter of
Meta Platforms $META today unveiled four custom, in-house chips tailored for AI related tasks The specialized silicon is part of the Meta Training and Inference Accelerator, or MTIA, family of chips The first new chip, MTIA 300, was deployed a few weeks ago and is intended to https://t.co/sHtABHAjwZ
Scaling inference is about architecture, not just acceleration. AMD Instinct MI350X GPUs, built on CDNA 4, enable higher token throughput and lower latency on @digitalocean's Agentic Inference Cloud. Performance and efficiency, engineered for production AI. [QT @digitalocean: .@AMD Instinct™ MI350X GPU Droplets are live on DigitalOcean's Agentic Inference Cloud. 🆕 Lower latency. Higher throughput. ✅ Transparent pricing and production-ready scale. ✅ AI without the infrastructure headache. 💯 https://t.co/OsvdBxQ9nz]
US medical technology maker Stryker was hacked in an attack that’s crippled the company’s global operations, according to a person familiar with the matter and a memo seen by Bloomberg News
G7 leaders held an online meeting to discuss the Middle East situation's impact on global economy, finance, energy markets, and securing sea lanes (including Strait of Hormuz)
The Dept of War insisted it shouldn’t defend Ukraine because it needed its resources for the Indo-Pacific. Now they are extracting those Pacific and European resources and pouring them into a war in the Middle East which matches none of their long-term strategic objectives. 👇 [QT @UK_REPT: NEW — 🇰🇷🇺🇸🇮🇷 Korean media published an image from today, showing the US dismantling its THAAD and Patriot systems from S-Korea, to send to the Middle East. https://t.co/9XSRVPc1BY]
BREAKING: President Trump says the war with Iran will end "soon" because there is "practically nothing left to target," per Axios. Details include: 1. Israeli and US officials say they are preparing for "at least" 2 more weeks of strikes in Iran 2. "Little this and that... Any
huge mining infra, which has been a big knock on zcash, is getting more competitive combine this with ATHs in shielded ZEC, a newly funded core entity by a16z/paradigm + project tachyon's scale and quantum resistance and you have a top 3 crypto project encrypt the money [QT @FoundryServices: Zcash $ZEC has matured into an institutional-grade asset, and the mining infrastructure should match. Today we announced Foundry's Zcash Mining Pool, launching April 2026. Compliance-first, institutional-grade infrastructure built by the team behind the world's #1 Bitcoin mining]
ETFs still own 1.28mil bitcoin, biggest holder in world as a group. And that’s DESPITE a 50% drawdown thrown at them. YTD flows just about to turn positive too. I think we’re around +$56b net net lifetime. #BoomerStrong [QT @EdmondsonShaun: Good morning friends. Updated graphics today. US ETFs had strong inflows yet again yesterday and corporate treasuries continue to stack. Take a look at the 10 business day buy rate of US ETFs if you want to know what’s going on behind the scenes. @saylor @jackmallers @jack https://t.co/FqcBWbkuGf]
BREAKING: The IEA has approved releasing 400 million barrels of crude oil reserves in an effort to lower oil prices, the largest emergency release in history.
Prices consumers pay for goods and services rose in line with expectations for February. The consumer price index increased a seasonally adjusted 0.3% for the month, putting the 12-month inflation rate at 2.4%, according to the Bureau of Labor Statistics.
BREAKING: Iran says that they are switching from "reciprocal hits" to "continuous strikes" and warns that they will drive oil prices to $200/barrel, per Reuters. Details include: 1. Iran says the US will not be able to control oil prices 2. "We won't allow even one liter of
Meta plans to deploy four new generations of its in-house artificial intelligence chips by the end of 2027 as the company turns to custom silicon to help power its rapidly expanding AI workloads
US medical technology maker Stryker was hacked in an attack that’s crippled the company’s global operations, according to a person familiar with the matter and a memo seen by Bloomberg News
US CENTCOM, March 11, Strait of Hormuz, Iranian regime using civilian ports for military operations. Iran’s IRGC attacked two vessels, Iranian drones attacked Port of Salalah, Oman (three fuel tanks on fire). Maersk paused Salalah operations. Iranian Military Spokesperson warns targeting all regional ports.
Civilians Warned to Avoid Ports Used by Iranian Forces TAMPA, Fla. – On March 11, U.S. Central Command (CENTCOM) is issuing a warning to civilians that the Iranian regime is using civilian ports along the Strait of Hormuz to conduct military operations
Trump, Iran war ends "soon", "nothing left to target". Israeli and US officials preparing for "at least" 2 more weeks of strikes. Israel says war on Iran will continue without any time limit.
BREAKING: President Trump says the war with Iran will end "soon" because there is "practically nothing left to target," per Axios. Details include: 1. Israeli and US officials say they are preparing for "at least" 2 more weeks of strikes in Iran 2. "Little this and that... Any
The Dept of War insisted it shouldn’t defend Ukraine because it needed its resources for the Indo-Pacific. Now they are extracting those Pacific and European resources and pouring them into a war in the Middle East which matches none of their long-term strategic objectives. 👇 [QT @UK_REPT: NEW — 🇰🇷🇺🇸🇮🇷 Korean media published an image from today, showing the US dismantling its THAAD and Patriot systems from S-Korea, to send to the Middle East.]
BREAKING: The IEA has approved releasing 400 million barrels of crude oil reserves in an effort to lower oil prices, the largest emergency release in history.
Oil price moves have become the key driver of equities: The 10-day correlation between the S&P 500 and WTI Crude Oil futures is down to -0.6, the most negative reading since October. This means that as oil prices surge, stocks decline, and vice versa.
Russia crude output decline, US sanctions, Ukraine drone strikes, US Gulf Coast crude stockpiles highest since June 2024, EIA Gasoline -3.654M, EIA Distillate -1.349M, Saudi crude +8%, Oman petroleum normal, OPEC oil-demand forecast steady
South Africa’s largest airline, FlySafair, will raise fares to buffer against the steep increase in fuel costs triggered by the war in the Middle East. https://t.co/HoYPtgLSm7
CPI US South ~1%, coastal >3%, European governments, rising energy/food prices, Middle East war, France cushion oil prices, UK 'too soon for relief', India cooking gas shortage
Meta plans to deploy four new generations of its in-house artificial intelligence chips by the end of 2027 as the company turns to custom silicon to help power its rapidly expanding AI workloads https://t.co/gNRWjR09kg
March 11, Strait of Hormuz, Iranian military operations, two vessels attacked, three ships hit, Chinese ships allowed, Western suspended, 'all regional ports legitimate targets,' denial of IRGC in economic ports, oil/gas flows 'all but stopped,' weeks to coordinate escorts, 'great safety,' no confirmed mines, WSJ, CENTCOM, IEA, JMIC, two Iranian drones, Dubai International Airport
"Seeing Iran strike a country (Oman) that has historically played this mediator role is unprecedented and shows how far the conflict is spreading across the region" [QT @BashaReport: Breaking | After the failed attack targeting the port of Duqm, Oman, most likely Iranian drones struck oil storage tanks at the port of Salalah. At least three fuel tanks are now on fire, with thick smoke spreading across the port. The full extent of the damage is still unclear, https://t.co/q5MQgiflI1]
BREAKING: The IEA has approved releasing 400 million barrels of crude oil reserves in an effort to lower oil prices, the largest emergency release in history.
Oil price moves have become the key driver of equities: The 10-day correlation between the S&P 500 and WTI Crude Oil futures is down to -0.6, the most negative reading since October. This means that as oil prices surge, stocks decline, and vice versa.
In the March 11, 2026 BLS release for February, headline CPI rose 0.3% month over month and 2.4% year over year. Core CPI rose 0.2% on the month and 2.5% on the year. Those numbers were basically in line with expectations, so the
Meta Platforms $META today unveiled four custom, in-house chips tailored for AI related tasks The specialized silicon is part of the Meta Training and Inference Accelerator, or MTIA, family of chips The first new chip, MTIA 300, was deployed a few weeks ago and is intended to
Congrats to @wiz_io. Biggest acquisition in Google's history [QT @wiz_io: 🎉 IT'S OFFICIAL: @wiz_io joins @Google to secure the AI era. This is a massive moment for our customers and our team. Thank you to every customer, partner, and Wizard who made this moment possible 💙 We can't wait to share what's next. https://t.co/jWqlN34Qcs https://t.co/ZzYqj9TY2w]
Civilians Warned to Avoid Ports Used by Iranian Forces TAMPA, Fla. – On March 11, U.S. Central Command (CENTCOM) is issuing a warning to civilians that the Iranian regime is using civilian ports along the Strait of Hormuz to conduct military operations
Washington State 9.9% income tax ($1M+ incomes), Trump administration new Section 301 trade probes, ICE Houston 414 arrests, 10-point drop in election confidence
🚨BREAKING: Washington State passes their first ever income tax. Incomes over $1M/year will be taxed at 9.9%. Married couples share A SINGLE $1M exemption, so if combined incomes are more than $1M, you're getting taxed. This will obviously eventually extend beyond millionaires.
Mastercard is recruiting more than 85 digital asset firms, payments providers and financial institutions into a new global partnership program designed to keep crypto payments connected to its network
JUST IN: IEA agrees to release 400 million barrels of oil — more than twice the previous largest release. [QT @Polymarket: BREAKING: International Energy Agency proposes "largest release of oil reserves in its history" to curb surging prices — countries expected to decide Wednesday.]
BREAKING: Iran is exporting more oil through the Strait of Hormuz now than before the war started, per WSJ. Iran's oil exports have risen by 100,000 barrels per day since the war began, to 2.1 million barrels per day. China is also buying large amounts of Iranian oil.
February headline CPI rose 0.3% month over month and 2.4% year over year; Core CPI rose 0.2% on the month and 2.5% on the year
通胀数据符合预期，表明价格上涨压力持续但温和，可能支持美联储在不确定性下继续谨慎评估货币政策。
What CPI Is Really Telling You About the Economy In the March 11, 2026 BLS release for February, headline CPI rose 0.3% month over month and 2.4% year over year. Core CPI rose 0.2% on the month and 2.5% on the year. Those numbers were basically in line with expectations, so the https://t.co/EIA7ZvEc8H
WTI Crude oil futures 1-month call-put skew up to ~30; S&P 500 and WTI Crude Oil futures 10-day correlation down to -0.6; NYMEX WTI Crude April futures settle at $87.25 a barrel ($3.80, 4.55% increase)
Oil price moves have become the key driver of equities: The 10-day correlation between the S&P 500 and WTI Crude Oil futures is down to -0.6, the most negative reading since October. This means that as oil prices surge, stocks decline, and vice versa. Historically, this https://t.co/NmpBAP8kfC
🇺🇸 DEFICIT TOPS $1 TRILLION THROUGH FEBRUARY The U.S. budget deficit surpassed $1 trillion for the fiscal year through February but was sharply lower than the same period a year earlier Outlays exceeded receipts by $308 billion in February, roughly in line with the deficit https://t.co/WQp4TBzMxd
New NVIDIA Nemotron 3 Super Delivers 5x Higher Throughput for Agentic AI by Kari Briski Launched today, NVIDIA Nemotron 3 Super is a 120‑billion‑parameter open model with 12 billion active parameters designed to run complex agentic AI systems at scale. Available now, the
Google acquired Wiz.io; biggest acquisition in Google's history
谷歌通过大规模收购加强其在AI安全领域的战略布局，表明AI安全是其未来发展的重中之重。
🎉 IT'S OFFICIAL: @wiz_io joins @Google to secure the AI era. This is a massive moment for our customers and our team. Thank you to every customer, partner, and Wizard who made this moment possible 💙 We can't wait to share what's next. https://t.co/jWqlN34Qcs https://t.co/ZzYqj9TY2w
$META just dropped their custom ASIC MTIA roadmap (MTIA 300, 400, 450, and 500) One thing that clearly stands out, there is a lot of HBM in that roadmap. The number of different companies bidding for HBM capacity now means the 3 HBM providers have even more negotiating power. I https://t.co/0PQkaCNTOS
It's hard out there for a gamer. The new #IntelCoreUltra 200S Plus series is here to make things a little easier. With more cores, and an exciting new gaming technology, our fastest gaming processor delivers more performance per dollar so you can get the most out of your
NVIDIA向Nebius投资20亿美元，用于新的数据中心建设。此外，前OpenAI首席技术官（ implied Mira Murati）的Thinking Machines Lab获得了NVIDIA“数百亿美元”的“重大投资”和吉瓦级下一代芯片支持。同时，xAI在2025年收入据报道增长了5倍。
Nvidia Invests $2 Billion in Nebius; Mira Murati's Thinking Machines Lab getting a gigawatt of next-gen chips and a 'significant investment' (tens of billions) from NVIDIA; xAI revenue increase by 5x in 2025
Ex-OpenAI CTO just locked in tens of billions from NVIDIA. Mira Murati's Thinking Machines Lab is getting a gigawatt of next-gen chips and a "significant investment" to match. https://t.co/CGwYFlTujB
LIQUIDATION NATION mid 3/11: **lots of site outages ... SYK speculation of cyber attack... hmmmmmm** *** HIGH VOL & LOW QUAL ++ *** **** degrossing in L/S land**** *****Private Credit tremors continue***** Lots of cross currents... seems like people rotating back into AI WINNERS https://t.co/maD8Dbjb
Shares of Papa John’s surged after a report the pizza chain is drawing fresh takeover interest from Qatari-based investment fund Irth Capital https://t.co/8fvn9WYuoV
Shares of Oracle are up on strong earnings; Campbell's stock is falling
这一对比显示了企业盈利和消费者行为趋势对公司股价的直接影响，反映了不同行业面临的机遇与挑战。
Shares of Oracle are up on strong earnings. Campbell's stock is falling as people eat less salty snacks. Hear more in the latest episode of the Stock Movers podcast: https://t.co/BEhvr33BFP. https://t.co/ud4G48KNb5
CENTCOM warning on Iranian military use of civilian ports (Strait of Hormuz); Iran shifts to 'continuous strikes'; three ships hit near Strait of Hormuz
Senior Iranian Military Spokesperson: If our ports and docks are threatened, all ports and docks in the region will be our legitimate targets - State TV.
G7 leaders meeting on Middle East situation; Israel states war continues 'without any time limit'; Iran demands 'reparations' to end conflict; US used $4 billion munitions in first 72 hours
The US used as much as $4 billion worth of munitions in the first 72 hours of its attacks against Iran, including about 400 cruise missiles and 800 air defense interceptors, according to estimates from German defense giant Rheinmetall https://t.co/7xiR8WNbtM
Trump administration to announce new Section 301 trade investigations; aimed at setting stage for new levies on imports; Trump suggested cutting off trade with Spain
The Trump administration is poised to announce a series of trade investigations on Wednesday, a source says, a move aimed at setting the stage for new levies on imports after the US Supreme Court struck down the president’s tariff agenda https://t.co/EQcbCnWfR9
Putin's Envoy Dmitriev meets Trump administration members in Florida; Norwegian police arrested three citizens for explosive device outside US Embassy in Oslo
BREAKING: Solana is part of @Mastercard's new Crypto Partner Program [QT @solanapayments: Solana joins Mastercard's Crypto Partner Program More than 85 crypto‑native companies, payments providers, and financial institutions focused on how digital assets can tackle real-world needs in payments. https://t.co/ki0xmrvfBo]
BREAKING: Iran is exporting more oil through the Strait of Hormuz now than before the war started, per WSJ. Iran's oil exports have risen by 100,000 barrels per day since the war began, to 2.1 million barrels per day. China is also buying large amounts of Iranian oil.
In the March 11, 2026 BLS release for February, headline CPI rose 0.3% month over month and 2.4% year over year. Core CPI rose 0.2% on the month and 2.5% on the year. Those numbers were basically in line with expectations, so the
US 10-Year Note Auction High Yield 4.217% (Tailed by 0.7 basis points) Bid-to-cover 2.45 Sells $39 bln Awards 24.68% of bids at high Primary Dealers take 12.72% Direct 12.83% Indirect 74.45%
theft [QT @AutismCapital: 🚨BREAKING: Washington State passes their first ever income tax. Incomes over $1M/year will be taxed at 9.9%. Married couples share A SINGLE $1M exemption, so if combined incomes are more than $1M, you're getting taxed. This will obviously eventually extend beyond millionaires. https://t.co/A8hy6L7Tuz]
Netherlands imported 419m barrels of oil, making it world’s largest buyer of U.S. crude, ahead of much larger economies like China, India, and Japan; Mexico fell to 2nd place, importing 398m barrels; China’s imports of U.S. oil declined 34% in 2025, while India’s rose 35%,
New NVIDIA Nemotron 3 Super Delivers 5x Higher Throughput for Agentic AI by Kari Briski Launched today, NVIDIA Nemotron 3 Super is a 120‑billion‑parameter open model with 12 billion active parameters designed to run complex agentic AI systems at scale. Available now, the
Computer is personal again ! Congratulations @AravSrinivas for such a bold leap forward. [QT @perplexity_ai: Announcing Personal Computer. Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7. It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini. https://t.co/EpvilVX6XZ]
xAI reportedly saw its revenue increase by 5x in 2025 [QT @KraneShares: Revenue is exploding for private Large Language Models. Cutting costs might be the real challenge in 2026...]
Congrats to @wiz_io. Biggest acquisition in Google's history [QT @wiz_io: 🎉 IT'S OFFICIAL: @wiz_io joins @Google to secure the AI era. This is a massive moment for our customers and our team. Thank you to every customer, partner, and Wizard who made this moment possible 💙 We can't wait to share what's next. https://t.co/jWqlN34Qcs https://t.co/ZzYqj9TY2w]
Bearish bets on US stocks by hedge funds are rising: Hedge fund short positions in US macro products, including index futures and ETFs, are up to 11% of total US exposure, the highest since the 2022 bear market. This percentage has risen +4 points since September 2024.
BREAKING: The FBI has warned police departments in California that Iran could launch a retaliatory attack at the US West Coast using drones, per ABC News. Details include: 1. The alert said that the FBI "recently acquired information" of a potential "surprise attack" 2. Iran
BREAKING: Iran announces their requirements for a potential ceasefire with the US and Israel. Requirements include: 1. “Recognizing Iran’s legitimate rights” 2. “Iran receives a payment of reparations” 3. “Firm international guarantees against future aggression”
US Central Command warned that Iran is using civilian ports along the Strait of Hormuz for military operations, making them legitimate targets as the US and Israel wage war against the country
JPM just launched euro deposit tokens on Base that can pay 2-3% yield. Circle USDC pays 0% by law under GENIUS Act. banks get fractional reserve privileges, stablecoin issuers get full collateral requirements. Circle responded by getting an OCC bank charter. the yield war for
G-7 nations and IEA member countries will organize the discharge of a maximum of 400 million barrels from emergency oil reserves in the coming days, French President Emmanuel Macron has said
Oil price moves have become the key driver of equities: The 10-day correlation between the S&P 500 and WTI Crude Oil futures is down to -0.6, the most negative reading since October. This means that as oil prices surge, stocks decline, and vice versa.
The latest US inflation report showed consumer prices rose moderately in February but economists warned that the Iran war could push inflation higher as oil prices surge
The Federal Reserve will likely resume cutting interest rates as soon as June, though there’s a risk the next move may be delayed by the oil-price shock caused by the Iran war, according to Morgan Stanley
New NVIDIA Nemotron 3 Super Delivers 5x Higher Throughput for Agentic AI by Kari Briski Launched today, NVIDIA Nemotron 3 Super is a 120‑billion‑parameter open model with 12 billion active parameters designed to run complex agentic AI systems at scale. Available now, the
Perplexity AI, Personal Computer, local AI merge, Mac mini
这款产品代表着AI助手向本地化、始终在线和深度集成用户体验方向的转变，强调个性化和安全性。
Computer is personal again ! Congratulations @AravSrinivas for such a bold leap forward. [QT @perplexity_ai: Announcing Personal Computer. Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7. It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini.]
Wiz.io, Google, acquisition, biggest acquisition in Google's history
此次收购旨在加强谷歌在AI时代的安全性，并可能对云计算和企业安全市场产生深远影响。
Congrats to @wiz_io. Biggest acquisition in Google's history [QT @wiz_io: 🎉 IT'S OFFICIAL: @wiz_io joins @Google to secure the AI era. This is a massive moment for our customers and our team. Thank you to every customer, partner, and Wizard who made this moment possible 💙 We can't wait to share what's next. https://t.co/jWqlN34Qcs https://t.co/ZzYqj9TY2w]
If you're interested in $RDDT, here's an interview from today with Jen Wong, COO of Reddit, she joined the company in 2018... [QT @JonahLupton: Big spot for $RDDT... grew revenues 69.7% YoY in Q4... will probably grow revenues in CY2026 at 50% YoY... margins still expanding... will likely announce a new data licensing deal with the LLMs which could bring in $500M+ per year at close to 100% profit margins... expected to https://t.co/6oGm4eFerp]
Bearish bets on US stocks by hedge funds are rising: Hedge fund short positions in US macro products, including index futures and ETFs, are up to 11% of total US exposure, the highest since the 2022 bear market. This percentage has risen +4 points since September 2024. Over https://t.co/0maTDIXGN0
Netflix will pay as much as $600 million for InterPositive, the AI moviemaking company founded by Ben Affleck, according to people familiar with the matter, making the purchase one of the biggest ever by the streaming leader https://t.co/3zLZQQh8HJ
BREAKING: The FBI has warned police departments in California that Iran could launch a retaliatory attack at the US West Coast using drones, per ABC News. Details include: 1. The alert said that the FBI "recently acquired information" of a potential "surprise attack" 2. Iran
BREAKING: Iran announces their requirements for a potential ceasefire with the US and Israel. Requirements include: 1. “Recognizing Iran’s legitimate rights” 2. “Iran receives a payment of reparations” 3. “Firm international guarantees against future aggression”
Strait of Hormuz, three ships hit, Iran, choke off oil traffic, US Central Command, air dominance, F-15 shot down (denied), civilian ports, legitimate targets, Trump, mineships, 'not finished yet'
US Central Command warned that Iran is using civilian ports along the Strait of Hormuz for military operations, making them legitimate targets as the US and Israel wage war against the country
solana now leads all chains in stablecoin movement (wash activity filtered out) great work all around by the manlets [QT @masonnystrom: Solana is the becoming the stablecoin market leader. Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows. February market share: Solana — 36% Ethereum — 30% Tron — 15% Base — 11% https://t.co/IBTXvcMiPs]
JPM just launched euro deposit tokens on Base that can pay 2-3% yield. Circle USDC pays 0% by law under GENIUS Act. banks get fractional reserve privileges, stablecoin issuers get full collateral requirements. Circle responded by getting an OCC bank charter. the yield war for
Ripple has kicked off a share buyback that would value the company at $50 billion, cementing it as one of the most valuable digital-asset firms at a moment of uncertainty for the cryptocurrency sector. https://t.co/NvPkJZafkm
WHITE HOUSE CRYPTO ADVISOR PATRICK WITT ON CLARITY ACT: "CLARITY ACT MUST REMAIN A PRO-INNOVATION PIECE OF LEGISLATION." "ATTEMPTS TO HIJACK THE LEGISLATIVE PROCESS AND TURN IT INTO AN ANTI-COMPETITION BILL ARE SHAMEFUL."
In the March 11, 2026 BLS release for February, headline CPI rose 0.3% month over month and 2.4% year over year. Core CPI rose 0.2% on the month and 2.5% on the year. Those numbers were basically in line with expectations, so the
NVIDIA $NVDA CEO JENSEN HUANG SAID THIS TODAY ABOUT THEIR NEW DEAL WITH NEBIUS $NBIS "AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout" "Nebius is building an AI cloud designed for the agentic era, fully [QT @StockMKTNewz: Nvidia $NVDA announced a new partnership this morning with Nebius $NBIS which includes Nvidia investing $2 Billion into Nebius https://t.co/0NcZTaPW3c]
OpenAI is reportedly planning to bring its Sora video AI directly into ChatGPT; Replit Agent 4, the first AI built for creative collaboration between humans and agents
This is the new thing that Amjad showed me a couple weeks ago. It generalizes the idea of vibe coding beyond what people usually think of as coding. [QT @amasad: Software isn’t merely technical work anymore. It’s creative. Introducing Replit Agent 4. The first AI built for creative collaboration between humans and agents. Design on an infinite canvas, work with your team, run parallel agents, and ship working apps, sites, slides & more. https://t.co/VCucf86wX6]
Congrats to @wiz_io. Biggest acquisition in Google's history [QT @wiz_io: 🎉 IT'S OFFICIAL: @wiz_io joins @Google to secure the AI era. This is a massive moment for our customers and our team. Thank you to every customer, partner, and Wizard who made this moment possible 💙 We can't wait to share what's next. https://t.co/jWqlN34Qcs https://t.co/ZzYqj9TY2w]
CAESARS IS ABOUT TO GET ACQUIRED?? Billionaire Tilman Fertitta has been in exclusive talks to buy Caesars $CZR for ~$7B after he topped a competing offer from billionaire investor Carl Icahn’s $IEP - WSJ Trading in $CZR is currently halted to the upside https://t.co/Spg8sX1C2G
Hedge fund short positions in US macro products, including index futures and ETFs, are up to 11% of total US exposure, the highest since the 2022 bear market
Bearish bets on US stocks by hedge funds are rising: Hedge fund short positions in US macro products, including index futures and ETFs, are up to 11% of total US exposure, the highest since the 2022 bear market. This percentage has risen +4 points since September 2024. Over https://t.co/0maTDIXGN0
If you're interested in $RDDT, here's an interview from today with Jen Wong, COO of Reddit, she joined the company in 2018... https://t.co/SKoh6v4cLD [QT @JonahLupton: Big spot for $RDDT... grew revenues 69.7% YoY in Q4... will probably grow revenues in CY2026 at 50% YoY... margins still expanding... will likely announce a new data licensing deal with the LLMs which could bring in $500M+ per year at close to 100% profit margins... expected to https://t.co/6oGm4eFerp]
Netflix will pay as much as $600 million for InterPositive, the AI moviemaking company founded by Ben Affleck, according to people familiar with the matter, making the purchase one of the biggest ever by the streaming leader https://t.co/3zLZQQh8HJ
FBI has warned police departments in California that Iran could launch a retaliatory attack at the US West Coast using drones, a potential 'surprise attack'
BREAKING: The FBI has warned police departments in California that Iran could launch a retaliatory attack at the US West Coast using drones, per ABC News. Details include: 1. The alert said that the FBI "recently acquired information" of a potential "surprise attack" 2. Iran
U.S. forces to sustain air dominance over Iran during Operation Epic Fury. No U.S. fighter aircraft have been shot down by Iran. IDF has begun a large-scale wave of strikes on Hezbollah infrastructure in the Dahieh area, Beirut. Trump: Have hit 28 mines ships.
🚫 An IRGC leader has claimed that a U.S. F-15 was shot down today south of Tehran. LIE. ✅ No U.S. fighter aircraft have been shot down by Iran. U.S. forces continue to exercise air superiority over vast swaths of Iran. TRUTH. https://t.co/YHhBtzDGxd
Iran's president has said that the only way to end war is recognizing Iran's legitimate rights, payment of reparations and firm international guranatees against future aggression
这些条件表明伊朗对结束冲突有明确诉求，但其严苛性可能使谈判复杂化，反映了伊朗在中东冲突中的立场。
BREAKING: Iran announces their requirements for a potential ceasefire with the US and Israel. Requirements include: 1. “Recognizing Iran’s legitimate rights” 2. “Iran receives a payment of reparations” 3. “Firm international guarantees against future aggression”
Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast. Trump is set to soon summon authorities under the Defense Production Act
BREAKING: Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a
solana now leads all chains in stablecoin movement (wash activity filtered out) great work all around by the manlets [QT @masonnystrom: Solana is the becoming the stablecoin market leader. Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows. February market share: Solana — 36% Ethereum — 30% Tron — 15% Base — 11% https://t.co/IBTXvcMiPs]
Ripple has kicked off a share buyback that would value the company at $50 billion, cementing it as one of the most valuable digital-asset firms at a moment of uncertainty for the cryptocurrency sector. https://t.co/NvPkJZafkm
JPM just launched euro deposit tokens on Base that can pay 2-3% yield. Circle USDC pays 0% by law under GENIUS Act. banks get fractional reserve privileges, stablecoin issuers get full collateral requirements. Circle responded by getting an OCC bank charter. the yield war for
President Trump, Cold War-era powers, Defense Production Act, southern California coast, Sable Offshore Corp.
此举表明美国政府正积极应对因伊朗战争导致的全球原油供应紧张，并可能引发联邦与州权力之间的冲突。
BREAKING: President Trump is preparing to invoke Cold War-era powers to renew oil production off the southern California coast, per Bloomberg. Trump is set to invoke the Defense Production Act to preempt state laws and allow Sable Offshore Crop to restart oil production in
G-7 nations and IEA member countries will organize the discharge of a maximum of 400 million barrels from emergency oil reserves in the coming days, French President Emmanuel Macron has said
BNP PARIBAS: “.. We think core #PCE could climb to 3.4% y/y by Q2, a striking implication of the hot PCE-relevant components that complicates the Fed’s policy path. We see upside risk to this estimate if the oil-price shock persists.”
Announcing Personal Computer. Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7. It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini.
NVIDIA $NVDA CEO JENSEN HUANG SAID THIS TODAY ABOUT THEIR NEW DEAL WITH NEBIUS $NBIS "AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout" "Nebius is building an AI cloud designed for the agentic era, fully
Bearish bets on US stocks by hedge funds are rising: Hedge fund short positions in US macro products, including index futures and ETFs, are up to 11% of total US exposure, the highest since the 2022 bear market. This percentage has risen +4 points since September 2024. Over https://t.co/0maTDIXGN0
CAESARS IS ABOUT TO GET ACQUIRED?? Billionaire Tilman Fertitta has been in exclusive talks to buy Caesars $CZR for ~$7B after he topped a competing offer from billionaire investor Carl Icahn’s $IEP - WSJ Trading in $CZR is currently halted to the upside https://t.co/Spg8sX1C2G
Ripple has kicked off a share buyback that would value the company at $50 billion, cementing it as one of the most valuable digital-asset firms at a moment of uncertainty for the cryptocurrency sector. https://t.co/NvPkJZafkm
Netflix will pay as much as $600 million for InterPositive, the AI moviemaking company founded by Ben Affleck, according to people familiar with the matter, making the purchase one of the biggest ever by the streaming leader https://t.co/3zLZQQh8HJ
UiPath $PATH is moving higher in after hours following its earnings 🟢🟢🟢🟢 [QT @WOLF_Financial: UIPATH $PATH JUST REPORTED Q4 EARNINGS Topline Performance • Revenue: $481M vs $464.5M est • ARR: $1.85B Profitability • Gross Margin: 85% • Adjusted Gross Margin: 86% • Adjusted Operating Income: $150M Outlook • Q1 Revenue: $395M To $400M vs $394M est • FY Revenue: https://t.co/9d7BhoLU8m]
Iran, US West Coast, Drones, FBI Warning, ABC News, Governor Newsom
市场担忧伊朗与美国的冲突可能扩大至美国本土，对西海岸安全构成威胁，这提高了美国国内的安全戒备级别。
BREAKING: The FBI has warned police departments in California that Iran could launch a retaliatory attack at the US West Coast using drones, per ABC News. Details include: 1. The alert said that the FBI "recently acquired information" of a potential "surprise attack" 2. Iran
🚫 An IRGC leader has claimed that a U.S. F-15 was shot down today south of Tehran. LIE. ✅ No U.S. fighter aircraft have been shot down by Iran. U.S. forces continue to exercise air superiority over vast swaths of Iran. TRUTH. https://t.co/YHhBtzDGxd
BREAKING: Iran announces their requirements for a potential ceasefire with the US and Israel. Requirements include: 1. “Recognizing Iran’s legitimate rights” 2. “Iran receives a payment of reparations” 3. “Firm international guarantees against future aggression”
⭕️ The IDF has begun a large-scale wave of strikes on Hezbollah infrastructure in the Dahieh area, Beirut. Interception efforts against Hezbollah projectiles are ongoing. The IDF is operating with determination against the Hezbollah terrorist organization following its
Chubb, the world's largest insurance company, will be the lead underwriter for a US government-led program to insure ships making the risky transit through the Strait of Hormuz. Chubb will collaborate with the Development Finance Corporation as part of a $20 billion plan to help
solana now leads all chains in stablecoin movement (wash activity filtered out) great work all around by the manlets [QT @masonnystrom: Solana is the becoming the stablecoin market leader. Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows. February market share: Solana — 36% Ethereum — 30% Tron — 15% Base — 11% https://t.co/IBTXvcMiPs]
Brent crude futures settle at $91.98/bbl, up $4.18, 4.76%; NYMEX WTI Crude April futures settle at $87.25 a barrel $3.80, 4.55%; core PCE could climb to 3.4% y/y by Q2; EU inflation above 3%
BNP PARIBAS: “.. We think core #PCE could climb to 3.4% y/y by Q2, a striking implication of the hot PCE-relevant components that complicates the Fed’s policy path. We see upside risk to this estimate if the oil-price shock persists.” https://t.co/c9Sz9CqJ04
Perplexity launched 'Personal Computer', a secure, local merge with Perplexity Computer, works across files, apps, and sessions through a continuously running Mac mini
Perplexity just made a proper secure version of OpenClaw for your personal computer(!!) [QT @perplexity_ai: Announcing Personal Computer. Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7. It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini. https://t.co/EpvilVX6XZ]
Replit CEO Amjad Masad: 'Code is almost fully automated'; 'automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google'
Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product https://t.co/b4v9aPxVeA"
Nvidia investing $2 Billion into Nebius; 'agentic AI, driving incredible compute demand and accelerating infrastructure buildout'; Nebius building an AI cloud designed for the agentic era
NVIDIA $NVDA CEO JENSEN HUANG SAID THIS TODAY ABOUT THEIR NEW DEAL WITH NEBIUS $NBIS "AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout" "Nebius is building an AI cloud designed for the agentic era, fully [QT @StockMKTNewz: Nvidia $NVDA announced a new partnership this morning with Nebius $NBIS which includes Nvidia investing $2 Billion into Nebius https://t.co/0NcZTaPW3c]
CAESARS IS ABOUT TO GET ACQUIRED?? Billionaire Tilman Fertitta has been in exclusive talks to buy Caesars $CZR for ~$7B after he topped a competing offer from billionaire investor Carl Icahn’s $IEP - WSJ Trading in $CZR is currently halted to the upside https://t.co/Spg8sX1C2G
Netflix will pay as much as $600 million for InterPositive, the AI moviemaking company founded by Ben Affleck, according to people familiar with the matter, making the purchase one of the biggest ever by the streaming leader https://t.co/3zLZQQh8HJ
Bearish bets on US stocks by hedge funds are rising: Hedge fund short positions in US macro products, including index futures and ETFs, are up to 11% of total US exposure, the highest since the 2022 bear market. This percentage has risen +4 points since September 2024. Over https://t.co/0maTDIXGN0
US F-15 shot down claim is a LIE; IDF launched large-scale strikes on Hezbollah in Dahieh, Beirut; US destroyed most of Iran’s ability to produce nuclear fuel; US hit 28 mine ships; FBI warns Iran could attack California with drones; Kuwait sirens and explosions
🚫 An IRGC leader has claimed that a U.S. F-15 was shot down today south of Tehran. LIE. ✅ No U.S. fighter aircraft have been shot down by Iran. U.S. forces continue to exercise air superiority over vast swaths of Iran. TRUTH. https://t.co/YHhBtzDGxd
President Trump preparing to invoke Cold War-era powers (Defense Production Act) to renew oil production off Southern California coast by Sable Offshore Corp
BREAKING: President Trump is preparing to invoke Cold War-era powers to renew oil production off the southern California coast, per Bloomberg. Trump is set to invoke the Defense Production Act to preempt state laws and allow Sable Offshore Crop to restart oil production in
G-7 nations and IEA member countries to discharge maximum of 400 million barrels from emergency oil reserves; UK plans to make oil supply from reserves available on Friday; Chubb partnering with US DFC on a $20 billion reinsurance backstop for Strait of Hormuz
G-7 nations and IEA member countries will organize the discharge of a maximum of 400 million barrels from emergency oil reserves in the coming days, French President Emmanuel Macron has said
solana now leads all chains in stablecoin movement (wash activity filtered out) great work all around by the manlets [QT @masonnystrom: Solana is the becoming the stablecoin market leader. Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows. February market share: Solana — 36% Ethereum — 30% Tron — 15% Base — 11% https://t.co/IBTXvcMiPs]
White House Crypto Advisor Patrick Witt: CLARITY ACT must remain a pro-innovation piece of legislation; attempts to hijack into an anti-competition bill are shameful
WHITE HOUSE CRYPTO ADVISOR PATRICK WITT ON CLARITY ACT: "CLARITY ACT MUST REMAIN A PRO-INNOVATION PIECE OF LEGISLATION." "ATTEMPTS TO HIJACK THE LEGISLATIVE PROCESS AND TURN IT INTO AN ANTI-COMPETITION BILL ARE SHAMEFUL."
The International Energy Agency is set to announce its recommendation at 1300 GMT on releasing oil from strategic reserves, two sources with knowledge of IEA discussions said on Wednesday per Reuters. The release may total 400 million barrels, the sources said
Announcing Personal Computer. Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7. It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini. https://t.co/EpvilVX6XZ
NVIDIA $NVDA CEO JENSEN HUANG SAID THIS TODAY ABOUT THEIR NEW DEAL WITH NEBIUS $NBIS "AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout" "Nebius is building an AI cloud designed for the agentic era, fully [QT @StockMKTNewz: Nvidia $NVDA announced a new partnership this morning with Nebius $NBIS which includes Nvidia investing $2 Billion into Nebius https://t.co/0NcZTaPW3c]
Apple’s forthcoming foldable iPhone will include updates to the iOS operating system that enable iPad-like layouts and side-by-side apps for the first time, enhancing the device’s appeal for multitasking https://t.co/xTZwPYQ8FW
Microsoft’s Xbox division plans to send an early version of its next console to game developers in 2027, kicking off a new generation of hardware that will feel drastically different than previous iterations. https://t.co/BxNfSqfpfx
Today, we're launching Ramp Agent Cards. There's been no safe way for agents to spend money, until now. Ramp Agent Cards give agents the ability to spend, governed with real spend limits, merchant controls, and full visibility into every transaction. https://t.co/MZePxVJTrK
Bearish bets on US stocks by hedge funds are rising: Hedge fund short positions in US macro products, including index futures and ETFs, are up to 11% of total US exposure, the highest since the 2022 bear market. This percentage has risen +4 points since September 2024. Over https://t.co/0maTDIXGN0
CAESARS IS ABOUT TO GET ACQUIRED?? Billionaire Tilman Fertitta has been in exclusive talks to buy Caesars $CZR for ~$7B after he topped a competing offer from billionaire investor Carl Icahn’s $IEP - WSJ Trading in $CZR is currently halted to the upside https://t.co/Spg8sX1C2G
Petco forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading https://t.co/L5nwVqMyyT
The Dow Jones Industrial Average ended Wednesday at its lowest close of the year, dragged down by a new climb in oil prices that threatened to hold fuel costs at painful levels for many U.S. companies and consumers https://t.co/CPzrshUB7Q
Investors in Cliffwater's flagship private credit fund looked to redeem about 14% of shares in the first quarter, leading the firm to cap its repurchases at 7% https://t.co/12PjCeKpSQ
❗️In the past few minutes, Hezbollah launched rockets toward several areas in Israel. Along with the intercepting effort, the Israeli Air Force is currently striking ready-to-launch projectile launchers and additional infrastructure sites belonging to Hezbollah across Lebanon.
BREAKING: President Trump is preparing to invoke Cold War-era powers to renew oil production off the southern California coast, per Bloomberg. Trump is set to invoke the Defense Production Act to preempt state laws and allow Sable Offshore Crop to restart oil production in
BREAKING: Iran announces their requirements for a potential ceasefire with the US and Israel. Requirements include: 1. “Recognizing Iran’s legitimate rights” 2. “Iran receives a payment of reparations” 3. “Firm international guarantees against future aggression”
Pentagon; Iran special military operation; $11.3 billion in first six days; US munitions $4 billion in first 72 hours; 400 cruise missiles; 800 air defense interceptors; Rheinmetall estimates
Bahrain Siren sounded; Kuwait Sirens and explosions, intercepting missile and drone attacks; California Governor Gavin Newsom aware of drone strikes potential; FBI warning on Iran offensive drones on West Coast; US Embassy warns Americans of potential attacks in Iraq
solana now leads all chains in stablecoin movement (wash activity filtered out) great work all around by the manlets [QT @masonnystrom: Solana is the becoming the stablecoin market leader. Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows. February market share: Solana — 36% Ethereum — 30% Tron — 15% Base — 11% https://t.co/IBTXvcMiPs]
Ripple has kicked off a share buyback that would value the company at $50 billion, cementing it as one of the most valuable digital-asset firms at a moment of uncertainty for the cryptocurrency sector. https://t.co/NvPkJZafkm
BREAKING: President Trump is preparing to invoke Cold War-era powers to renew oil production off the southern California coast, per Bloomberg. Trump is set to invoke the Defense Production Act to preempt state laws and allow Sable Offshore Crop to restart oil production in
The International Energy Agency is set to announce its recommendation at 1300 GMT on releasing oil from strategic reserves, two sources with knowledge of IEA discussions said on Wednesday per Reuters. The release may total 400 million barrels, the sources said
BNP PARIBAS: “.. We think core #PCE could climb to 3.4% y/y by Q2, a striking implication of the hot PCE-relevant components that complicates the Fed’s policy path. We see upside risk to this estimate if the oil-price shock persists.” https://t.co/c9Sz9CqJ04
Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product https://t.co/b4v9aPxVeA
Microsoft’s Xbox division plans to send an early version of its next console to game developers in 2027, kicking off a new generation of hardware that will feel drastically different than previous iterations. https://t.co/BxNfSqfpfx
Nvidia $NVDA just posted this: “Ride through San Francisco with NVIDIA founder and CEO Jensen Huang and NVIDIA VP of Automotive Xinzhou Wu as they discuss the technology powering the next generation of autonomous vehicles” https://t.co/s1ehCIFBUJ
Netflix $NFLX will pay as much as $600 million for InterPositive, the AI moviemaking company founded by Ben Affleck - Bloomberg [QT @StockMKTNewz: Netflix $NFLX has agreed to acquire InterPositive, an AI filmmaking technology business founded four years ago by actor Ben Affleck Financial terms of the deal were not disclosed - Bloomberg https://t.co/bLI9BFBbsz]
NVIDIA $NVDA CEO JENSEN HUANG SAID THIS TODAY ABOUT THEIR NEW DEAL WITH NEBIUS $NBIS "AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout" "Nebius is building an AI cloud designed for the agentic era, fully [QT @StockMKTNewz: Nvidia $NVDA announced a new partnership this morning with Nebius $NBIS which includes Nvidia investing $2 Billion into Nebius https://t.co/0NcZTaPW3c]
US forces, Israel, Hezbollah infrastructure, Dahieh Beirut, 28 mines ships, Iran's navy and leaders, missiles at Israeli and US bases, Strait of Hormuz closed, Pentagon $11.3 billion cost in 6 days
Iran's sports and youth minister said it's "not possible" for the country to take part in the World Cup after the United States killed its supreme leader, Ayatollah Ali Khamenei, in its ongoing war.
JUST IN: When asked whether oil companies should use the Strait of Hormuz, Trump asserted "I think they should... I think you're going to see great safety."
solana now leads all chains in stablecoin movement (wash activity filtered out) great work all around by the manlets [QT @masonnystrom: Solana is the becoming the stablecoin market leader. Solana now leads all chains in adjusted stablecoin volume, according to @AlliumLabs — filtering out wash activity and CEX internal flows. February market share: Solana — 36% Ethereum — 30% Tron — 15% Base — 11% https://t.co/IBTXvcMiPs]
Zero fees on Monad? https://t.co/xCRbnVo2Je [QT @MetaMask: What do we say to gas? Not today. 👀 You can now freely swap and interact with @monad in MetaMask. The gas is on us! https://t.co/1NuNQmtvxu]
WHITE HOUSE CRYPTO ADVISOR PATRICK WITT ON CLARITY ACT: "CLARITY ACT MUST REMAIN A PRO-INNOVATION PIECE OF LEGISLATION." "ATTEMPTS TO HIJACK THE LEGISLATIVE PROCESS AND TURN IT INTO AN ANTI-COMPETITION BILL ARE SHAMEFUL."
Qatar LNG exports, 33 tons, -90% drop since Feb, -85% below 10-yr avg
Qatar's liquefied natural gas exports are collapsing: The 10-day moving average of Qatar LNG exports is down to just 33 tons, the lowest since the 2008 Financial Crisis. This marks a -90% drop since February and is -85% below the average seen over the last 10 years.
Ramp Labs, Ramp Agent Cards, AI agents, spending money, controls
这项新能力为AI智能体提供了安全的资金使用方式，是其自主操作扩展的重要一步。
Agents could already do work. Now they can spend money. [QT @RampLabs: Today, we're launching Ramp Agent Cards. There's been no safe way for agents to spend money, until now. Ramp Agent Cards give agents the ability to spend, governed with real spend limits, merchant controls, and full visibility into every transaction.
Uber will let customers hail robotaxis from Amazon's Zoox, starting in Las Vegas this summer. @zoox CEO @aicha2evans and @uber CEO @dkhos join @EdLudlow to discuss the move
AgentMail, $6M raised, AI agents, real inboxes, autonomous account creation
这项发展使得AI智能体能够自主注册和使用电子邮件，进一步扩展了它们的自主操作能力。
AI agents are signing up for email. On their own. AgentMail just raised $6M to give AI agents real inboxes, and some are already creating accounts without a developer in the loop.
The Persian Gulf energy crunch deepened as the U.S. and Israel launched new strikes on Iranian targets. Iran struck back across the region and effectively shut down the vital Strait of Hormuz, prompting countries around the world to take unprecedented steps to keep oil flowing.
Iran's sports and youth minister said it's "not possible" for the country to take part in the World Cup after the United States killed its supreme leader, Ayatollah Ali Khamenei, in its ongoing war.
Trump, Defense Production Act, Sable Offshore Crop, Southern California, oil production
此举旨在增加国内石油供应，但可能与加州的州法律产生冲突。
BREAKING: President Trump is preparing to invoke Cold War-era powers to renew oil production off the southern California coast, per Bloomberg. Trump is set to invoke the Defense Production Act to preempt state laws and allow Sable Offshore Crop to restart oil production in
Senator Richard Blumenthal, prediction markets, legislation, insider trading, violent-event wagers, consumer protection
这是立法者对快速增长的预测市场行业进行打击的最新举措。
Democratic Senator Richard Blumenthal introduced legislation targeting prediction markets, the latest effort by lawmakers to crack down on the fast-growing industry over concerns about insider trading, violent-event wagers and consumer protections
autonomy is coming to fill gaps, not replace people, People are not fighting for those trucking jobs, Anthropic has actual data, and the answer is more nuanced
Applied Intuition CEO Qasar Younis on why autonomy is coming to fill gaps, not replace people: "I think honestly speaking, these industries need autonomy. And it couldn’t come soon enough, frankly speaking." "People are not fighting for those trucking jobs." "If you look at https://t.co/xu6uK1jYaE
Unsurprisingly it was @tszzl who put this best, describing early AGI as “vacuum tube AGI” (you are here) that would be used to invent “transistor AGI” relatively quickly. [QT @Tibbzzee: @deanwball I feel like we definitely have reached the first version of AGI. v1 if you will. The speed of development from here to v2, v3, and v4 will happen faster than we anticipated. Esp with automated research literally happening right now under Karpathy]
Hedge fund allocation to South Korean equities remains high: Net allocation to Korean stocks, which measures the size of hedge fund bets on prices going higher, stands at ~5.0%, the highest in at least 5 years. Gross allocation, which measures total money invested regardless of https://t.co/moWLwMelsd
Around-the-clock trading may finally be just around the corner for US equity investors following Nasdaq Inc.’s proposal to offer tokenized version of stocks
Around-the-clock trading may finally be just around the corner for US equity investors following Nasdaq Inc.’s proposal to offer tokenized version of stocks https://t.co/1uK2YaZsg3
MDA Space is seeking to raise $300 million in an initial public offering in the US, giving the Toronto Stock Exchange-listed robotics and satellite company a US ticker https://t.co/X6ccEf9gC4
Boeing has a new $289 million contract with Israel to deliver as many as 5,000 new air-launched smart bombs, according to three people familiar with the transaction https://t.co/AJxvSZUmai
White House Deputy Chief of Staff James Blair privately urged House Republicans on Tuesday to stop emphasizing "mass deportations" and instead focus their messaging on removing violent criminals, per Axios.
Donald Trump said the US will get its first new oil refinery in 50 years with the help of investment from India’s Reliance Industries https://t.co/TrJuMwFaSA
Michael Selig, Chairman of the CFTC, joins Tim Stenovec on "Bloomberg Crypto." They spoke at the FIA Global Cleared Markets Conference in Boca Raton, Florida about regulating prediction markets and sports betting https://t.co/EUspkbg6Te https://t.co/rKOkjgqPkE
Anthropic, expanding to Australia & New Zealand, Sydney office
此次扩张展示了Anthropic扩大其国际市场份额的战略，旨在亚太地区进一步巩固其全球影响力。
Anthropic is expanding to Australia & New Zealand. We’ll soon open an office in Sydney—our fourth in Asia-Pacific after Tokyo, Bengaluru, and Seoul. Read more: https://t.co/qJYOSfWOkf
Singapore’s PDG plans to raise as much as $5 billion in debt this year to fund a data center buildout across several countries in Asia, another sign of the capital pouring into expanding artificial intelligence infrastructure https://t.co/vFimgUOD
Shyam on why the US needs to become reindustrialization maximalists: "The biggest lie of globalization was that the US would do the innovation while China did the production. The breakthrough behind the Attention Is All You Need paper came from Google trying to improve https://t.co/Vidt7i84kc [QT @patrick_oshag: My conversation with Shyam Sankar (@ssankar). Shyam has spent nearly 20 years as the most important person at Palantir that most people have never heard of. We spend a lot of time understanding his worldview, which helps explain why he has devoted his life to this work. At the https://t.co/eghjebaeik]
Here are the 10 richest people in the world according to Yahoo Finance 🥇 Elon Musk - $839B 🥈 Larry Page - $257B 🥉 Sergey Brin - $237B Jeff Bezos - $224B Mark Zuckerberg - $222B Larry Ellison - $190B Bernard Arnault - $171B Jensen Huang - $154B Warren Buffett - $149B Armancio https://t.co/pFbZ7PY57K
Sequoia partner Ravi Gupta and former Meta Chief Revenue Officer John Hegeman are raising at least $1 billion for a new holding company https://t.co/w4QE55NcrH
MDA Space is seeking to raise $300 million in an initial public offering in the US, giving the Toronto Stock Exchange-listed robotics and satellite company a US ticker https://t.co/X6ccEf9gC4
The daughter of late wildcatter Autry Stephens is selling about $2 billion of Diamondback stock received from the sale of the oil mogul’s company https://t.co/hbyNkbB2xq
Australia granted asylum, five members of the Iranian women's soccer team, at risk for not singing the national anthem, Trump publicly urged Australia to grant them protection
Australia granted asylum to five members of the Iranian women's soccer team who were visiting the country for a tournament when the Iran war began, a government minister said Tuesday. https://t.co/iktjeRUZFU
Not your AI, not your intelligence. Not your keys, not your coins. AI ❤️ self-custody wallets [QT @WDK_tether: If AI agents are going to handle money, they should follow the same rule humans do: Not your keys, not your coins. WDK Agent Skills give AI agents self-custodial wallets with human confirmation before transactions. Learn more ↓ https://t.co/7wnuDgcOH https://t.co/G9ROcKu1SW]
KMNO trading at $77m market cap on $66.91m annualized fees. that's roughly 1x P/S. morpho with similar infrastructure trades at 4.2x. kamino has $2.33b TVL, $500m PYUSD vault, zero bad debt across all markets. either the fee multiple is wrong or the comp is. one of them reprices.
The European Central Bank will ensure the war in Iran doesn’t inflict the same inflation pain on the euro zone as Russia’s invasion of Ukraine did, according to President Christine Lagarde https://t.co/EqEskQJPRC
After its release as a side project in January 2026, OpenClaw managed to surpass both Linux and React on its way to the number one all-time leader in Github stars Full report: https://t.co/P2BUkn6fvY https://t.co/N55fMcKPJF
Lets look at the criteria for "weak AGI": ✅Loebner prize was a weak Turing Test, equivalent achieved by GPT-4.5 ✅Winograd passed by GPT-3 ✅SAT passed at 75% by GPT-4 Only remaining thing is playing an old Atari game from 1984. The labs could do the funniest thing right now https://t.co/Za2VwTsPvg
Accelerating telco-grade AI @GSMA 🤝 @SDxCentral reports AMD is contributing GPU compute capacity across model training, inference, and evaluation as part of the Open Telco AI initiative. Check it out: https://t.co/K5TtlFh1kX https://t.co/8Bzyak5aPi
JUST IN: Elon Musk now richer than the next three richest billionaires combined, as he inches closer to trillionaire status. 69% chance Elon becomes a trillionaire this year. https://t.co/TYy0kU1FeR
Sequoia partner Ravi Gupta and former Meta Chief Revenue Officer John Hegeman are raising at least $1 billion for a new holding company https://t.co/w4QE55NcrH
Echostar, owner of the Dish TV service, said Gray Media cut off its customers’ access to 226 channels in 113 markets as a result of a fee dispute between the companies https://t.co/qryo5jz9p5
Donald Trump said the US will get its first new oil refinery in 50 years with the help of investment from India’s Reliance Industries https://t.co/TrJwJaFaSA
KMNO trading at $77m market cap on $66.91m annualized fees. that's roughly 1x P/S. morpho with similar infrastructure trades at 4.2x. kamino has $2.33b TVL, $500m PYUSD vault, zero bad debt across all markets. either the fee multiple is wrong or the comp is. one of them reprices.
Anthropic is expanding to Australia & New Zealand; open an office in Sydney; fourth in Asia-Pacific
这一扩张反映了Anthropic在全球AI市场，特别是在亚太地区的战略布局和增长野心。
Anthropic is expanding to Australia & New Zealand. We’ll soon open an office in Sydney—our fourth in Asia-Pacific after Tokyo, Bengaluru, and Seoul. Read more: https://t.co/qJYOSfWOkf
Robinhood $HOOD CEO Vlad Tenev just said that Robinhood Banking deposits have now crossed over $1 Billion from 65K funded customers. Huge milestone — and the team is just getting started🔥 Robinhood is a financial technology company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC. https://t.co/LPeRo2Jbq6
10 richest people in the world; Elon Musk - $839B; Larry Page - $257B; Sergey Brin - $237B
该榜单反映了科技行业创始人在全球财富中的主导地位，特别是马斯克的财富额度远超其他富豪。
Here are the 10 richest people in the world according to Yahoo Finance 🥇 Elon Musk - $839B 🥈 Larry Page - $257B 🥉 Sergey Brin - $237B Jeff Bezos - $224B Mark Zuckerberg - $222B Larry Ellison - $190B Bernard Arnault - $171B Jensen Huang - $154B Warren Buffett - $149B Armancio https://t.co/pFbZ7PY57K
For decades, the deep-throated growl of a Porsche sports car was a sought after status symbol for China’s newly rich. Lately, though, it has lost that mantle to a new breed of whisper-quiet, home-grown electric cars.
Echostar, owner of the Dish TV service, said Gray Media cut off its customers’ access to 226 channels in 113 markets as a result of a fee dispute between the companies
Not your AI, not your intelligence. Not your keys, not your coins. AI ❤️ self-custody wallets WDK Agent Skills give AI agents self-custodial wallets with human confirmation before transactions.
Robinhood Banking just crossed $1B in deposits from 65K funded customers. Huge milestone — and the team is just getting started🔥 Robinhood is a financial technology company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC. https://t.co/LPeRo2Jbp6
For decades, the deep-throated growl of a Porsche sports car was a sought after status symbol for China’s newly rich. Lately, though, it has lost that mantle to a new breed of whisper-quiet, home-grown electric cars. https://t.co/Lw1huScinS
Nintendo shares +10%; new Pokémon game success; memory chip costs
公司特定产品的积极消息，即成功发布的新游戏，显著提振了任天堂的股价，展示了强大娱乐IP的影响力。
Nintendo shares soared as much as 10% in their steepest climb since April as the surprise success of its new Pokémon game helped offset worries around the rising cost of memory chips https://t.co/Nrf1XiaD4O
Nike $NKE stock has closed the day lower for 8 trading days in row [QT @StockMKTNewz: Nike $NKE stock has closed the day lower for 7 trading days in row https://t.co/4G9qXumdr3]
Raízen, the struggling Brazilian sugar and ethanol producer co-owned by Shell and Cosan, has agreed to start an out-of-court debt restructuring worth around $13.6 billion, outlet Globo reports https://t.co/XrRwdow728
140 million people use ChatGPT weekly; math and science concepts
这一数据展示了ChatGPT在教育领域的广泛应用和普及，证明了其作为学习辅助工具的巨大潜力。
ChatGPT for interactive learning of math and science: [QT @ChatGPTapp: 140 million people use ChatGPT to help them understand math and science concepts every week. https://t.co/hIK2t7joKN]
Airlines around Asia are increasing fares and hiking fuel surcharges as the Iran war sends oil prices swinging wildly and stokes fears of jet fuel shortages if the conflict worsens
Google, Gemini AI, Chrome, India, Canada, New Zealand
此举表明谷歌正在积极扩大其旗舰AI模型Gemini在核心浏览器产品中的可访问性和用户基础。
Google $GOOGL announced today that it is bringing its Gemini AI integration for Chrome to new regions, including India 🇮🇳 , Canada 🇨🇦 , and New Zealand 🇳🇿 - Tech Crunch
Sachin Katti, a former Intel executive who spent much of his career in academia, is now helping guide OpenAI’s infrastructure efforts https://t.co/Yj22qj2F0j
Nike $NKE stock has closed the day lower for 8 trading days in row [QT @StockMKTNewz: Nike $NKE stock has closed the day lower for 7 trading days in row https://t.co/4G9qXumdr3]
Nintendo shares soared as much as 10% in their steepest climb since April as the surprise success of its new Pokémon game helped offset worries around the rising cost of memory chips https://t.co/Nrf1XiaD4O
Introducing the new /crawl endpoint - one API call and an entire site crawled. No scripts. No browser management. Just the content in HTML, Markdown, or JSON.
Google, Gemini AI, Chrome, India, Canada, New Zealand
Google $GOOGL announced today that it is bringing its Gemini AI integration for Chrome to new regions, including India 🇮🇳 , Canada 🇨🇦 , and New Zealand 🇳🇿 - Tech Crunch
Nintendo shares soared as much as 10% in their steepest climb since April as the surprise success of its new Pokémon game helped offset worries around the rising cost of memory chips
CZ, Forbes, $111 billion, #17, crypto prices dropped >50% in 2026, richer than Bill Gates
然而，CZ本人对这一数字提出质疑，指出加密货币价格在2026年已下跌超过50%。
Didn't read the Forbes article, but if you just look at the little chart 👇, you know it's wrong. Crypto prices dropped by more than 50% in 2026 already. And my net worth went up? 🤷♂️ Wish they can apply some common sense and basic logic.
Pendle $1.26, $45M annual revenue, 80% to stakers, Arthur Hayes $990k loss, 60% locked, 4.6x P/S
pendle at $1.26 with $45m annual revenue and 80% flowing to stakers. arthur hayes just realized a $990k loss selling at $1.34 after buying at $1.77. 60% of circulating supply locked in sPENDLE with 14-day withdrawal. trading at 4.6x P/S against aave at 12x. first buyback hit
Introducing the new /crawl endpoint - one API call and an entire site crawled. No scripts. No browser management. Just the content in HTML, Markdown, or JSON. https://t.co/DCJMek8cZa
We are investigating a possible solution by GPT-5.4 Pro to a problem from FrontierMath: Open Problems. My guess is that the solution is right, but we won’t be sure until the problem author weighs in. Thread with the story so far… https://t.co/l8y8nuyuUu
Google $GOOGL, Gemini AI integration, Chrome, new regions, India, Canada, New Zealand
Google $GOOGL announced today that it is bringing its Gemini AI integration for Chrome to new regions, including India 🇮🇳 , Canada 🇨🇦 , and New Zealand 🇳🇿 - Tech Crunch https://t.co/NTEFsL97U7
I wrote about Sandbar, the NYC startup looking to ship an AI note-taking ring, Stream, this summer. Part of what I found interesting about it is the wider race to try different form functions: earbuds, necklace, pin, wristband, now ring. But part is also that Stream is meant to
Didn't read the Forbes article, but if you just look at the little chart 👇, you know it's wrong. Crypto prices dropped by more than 50% in 2026 already. And my net worth went up? 🤷♂️ Wish they can apply some common sense and basic logic. [QT @Zh_Crypto517: 最新福布斯富豪排行榜：大表哥cz位列第 17 名 总资产高达1110亿美元 ！ 在50岁以下比他高的只有扎克伯格 第 5 名 比尔盖茨：1080亿美元 位列第 19 名 张一鸣：693亿美元 位列第 26 名 钟睒睒：681亿美元 位列第 27 名 不知道在加密行业如此惨淡的情况下大表哥身价还能如此之高是如何做到的？ https://t.co/YlEQXCE7aa]
pendle at $1.26 with $45m annual revenue and 80% flowing to stakers. arthur hayes just realized a $990k loss selling at $1.34 after buying at $1.77. 60% of circulating supply locked in sPENDLE with 14-day withdrawal. trading at 4.6x P/S against aave at 12x. first buyback hit
Japan’s five-year government bond auction drew stronger demand than its 12-month average on receding expectations of a possible rate hike by the Bank of Japan amid ongoing uncertainties surrounding the Iran war https://t.co/8IOQ3pJ8F6
Google $GOOGL announced today that it is bringing its Gemini AI integration for Chrome to new regions, including India 🇮🇳 , Canada 🇨🇦 , and New Zealand 🇳🇿 - Tech Crunch https://t.co/NTEFsL97U7
Sachin Katti, a former Intel executive who spent much of his career in academia, is now helping guide OpenAI’s infrastructure efforts https://t.co/O9eSwu4Aei
I wrote about Sandbar, the NYC startup looking to ship an AI note-taking ring, Stream, this summer. Part of what I found interesting about it is the wider race to try different form functions: earbuds, necklace, pin, wristband, now ring. But part is also that Stream is meant to https://t.co/krS2LtXozM
UBS urged a US judge to shield it from new Holocaust-related litigation arising from an investigation of the former Credit Suisse's activities during World War Two. More here: https://t.co/BxPXWYMkrw
Canadian Prime Minister Mark Carney is closing in on a majority in Parliament after a fourth lawmaker defected to his ruling Liberal Party https://t.co/Mfw3whh7MK
pendle at $1.26 with $45m annual revenue and 80% flowing to stakers. arthur hayes just realized a $990k loss selling at $1.34 after buying at $1.77. 60% of circulating supply locked in sPENDLE with 14-day withdrawal. trading at 4.6x P/S against aave at 12x. first buyback hit
Deep funding is continuing, and recently finished a major round! https://t.co/Pp5lyW6EDE I think my main advice to @devanshmehta is to keep refining this (incl the prediction market version) but figure out how to make sure that the details of the design, the funding sources,
Workers at Glencore’s Australian copper refinery have threatened to strike from Friday, after failing to reach an agreement in a pay dispute https://t.co/Qpw1UzMjnD
Sachin Katti, a former Intel executive who spent much of his career in academia, is now helping guide OpenAI’s infrastructure efforts https://t.co/O9eSwu4Aei
I wrote about Sandbar, the NYC startup looking to ship an AI note-taking ring, Stream, this summer. Part of what I found interesting about it is the wider race to try different form functions: earbuds, necklace, pin, wristband, now ring. But part is also that Stream is meant to https://t.co/krS2LtXozM
UBS, US judge, shield from Holocaust-related litigation, former Credit Suisse, WWII activities
这一法律挑战凸显了主要银行因历史调查而面临的持续声誉和财务风险，可能为此类案件在金融业树立先例。
UBS urged a US judge to shield it from new Holocaust-related litigation arising from an investigation of the former Credit Suisse's activities during World War Two. More here: https://t.co/BxPXWYmkrw
This is such a dope product. Brilliant way to reduce friction to prompting while maintaining privacy [QT @alexrkonrad: I wrote about Sandbar, the NYC startup looking to ship an AI note-taking ring, Stream, this summer. Part of what I found interesting about it is the wider race to try different form functions: earbuds, necklace, pin, wristband, now ring. But part is also that Stream is meant to https://t.co/krS2LtXozM]
Didn't read the Forbes article, but if you just look at the little chart 👇, you know it's wrong. Crypto prices dropped by more than 50% in 2026 already. And my net worth went up? 🤷♂️ Wish they can apply some common sense and basic logic.
Deep funding is continuing, and recently finished a major round! https://t.co/Pp5lyW6EDE I think my main advice to @devanshmehta is to keep refining this (incl the prediction market version) but figure out how to make sure that the details of the design, the funding sources,
Kimi K2.5 continues to be my daily driver for all the basic stuff where I don't need PhD-level intelligence. I just need it done quickly. Running it at 200 tps through @FireworksAI_HQ within @opencode is just such a delight. https://t.co/ukWIG7fMgG
This is such a dope product. Brilliant way to reduce friction to prompting while maintaining privacy [QT @alexrkonrad: I wrote about Sandbar, the NYC startup looking to ship an AI note-taking ring, Stream, this summer. Part of what I found interesting about it is the wider race to try different form functions: earbuds, necklace, pin, wristband, now ring. But part is also that Stream is meant to https://t.co/krS2LtXozM]
Kimi K2.5 continues to be my daily driver for all the basic stuff where I don't need PhD-level intelligence. I just need it done quickly. Running it at 200 tps through @FireworksAI_HQ within @opencode is just such a delight. https://t.co/ukQIG7DmfG
Porsche expects sales to remain under pressure this year, as the luxury-car maker grapples with tariffs and a costly course correction on electric vehicles
Thai Airways will raise ticket prices by 10% to 15% to offset surging fuel costs as the state-controlled carrier grapples with “overwhelming” demand from customers shifting travel plans from the Middle East to Europe
A widening rift between Senegal’s top leaders risks splitting the ruling party and stoking renewed uncertainty as the nation contends with ballooning debt and negotiates a new IMF program
Deep funding is continuing, and recently finished a major round! https://t.co/Pp5lyW6EDE I think my main advice to @devanshmehta is to keep refining this (incl the prediction market version) but figure out how to make sure that the details of the design, the funding sources,
stani kulechov bought $3.53m in AAVE on feb 7 while his top contributors announced exits. arthur hayes sold the same week at a loss. founder buying during brain drain at 4.6x P/S when morpho trades at 4.2x with similar revenue. the $21m oracle bug reimbursement proves they
It's not that. It's just the Forbes estimates are way off. ByteDance's estimated yearly revenue: $150b (from public sources) Zhang Yiming's estimated net worth by Forbes: $69b Binance's estimated yearly revenue: $5b CZ's estimated net worth by Forbes: $110b ??? I think if I [QT @BlockTempo: @cz_binance It’s often said in Chinese culture that “wealth shouldn’t be flaunted,” and CZ’s comments are quite conservative 😂https://t.co/qXWs4gL0KG]
Kimi K2.5（一个AI模型）据称是日常任务的常用工具，通过FireworksAI_HQ在OpenCode内可实现每秒200次处理（tps）。瑞银（UBS）的全球企业家客户认为，AI将在未来五年内提供最大的机遇。
Kimi K2.5, 200 tps, FireworksAI_HQ, OpenCode, UBS clients, AI, biggest opportunities, next five years
Kimi K2.5 AI模型在实际日常任务中展现出高效性能，同时全球企业家对AI未来五年的巨大机遇抱有强烈的信心，凸显了AI的实用价值和投资前景。
Kimi K2.5 continues to be my daily driver for all the basic stuff where I don't need PhD-level intelligence. I just need it done quickly. Running it at 200 tps through @FireworksAI_HQ within @opencode is just such a delight. https://t.co/ukQIG7DmfG
It's not that. It's just the Forbes estimates are way off. ByteDance's estimated yearly revenue: $150b (from public sources) Zhang Yiming's estimated net worth by Forbes: $69b Binance's estimated yearly revenue: $5b CZ's estimated net worth by Forbes: $110b ??? I think if I
It's not that. It's just the Forbes estimates are way off. ByteDance's estimated yearly revenue: $150b (from public sources) Zhang Yiming's estimated net worth by Forbes: $69b Binance's estimated yearly revenue: $5b CZ's estimated net worth by Forbes: $110b ??? I think if I
QVAC Workbench just got improved. Still very alpha mode, a playground to test local AI featured in the wake of QVAC SDK launch. Yet you can already feel the true potential once we release the full mode.
It's not that. It's just the Forbes estimates are way off. ByteDance's estimated yearly revenue: $150b (from public sources) Zhang Yiming's estimated net worth by Forbes: $69b Binance's estimated yearly revenue: $5b CZ's estimated net worth by Forbes: $110b ??? I think if I
stani kulechov bought $3.53m in AAVE on feb 7 while his top contributors announced exits. arthur hayes sold the same week at a loss. founder buying during brain drain at 4.6x P/S when morpho trades at 4.2x with similar revenue. the $21m oracle bug reimbursement proves they
SpaceX's Starship faces at least two years of delays as NASA's inspector general says more time is needed to overcome hurdles for the Artemis moon landing program https://t.co/WeDG5zDbgd https://t.co/VJshDado5J
Kimi K2.5 AI模型作为日常工作驱动工具，通过FireworksAI_HQ在Opencode平台上以200 tps（tokens per second）的速度运行，用于处理日常基础任务。
Kimi K2.5; 200 tps; FireworksAI_HQ; Opencode; daily driver
这展示了特定AI模型在实际应用中的高效性能和用户体验，强调了AI在日常任务处理中的实用性和速度。
Kimi K2.5 continues to be my daily driver for all the basic stuff where I don't need PhD-level intelligence. I just need it done quickly. Running it at 200 tps through @FireworksAI_HQ within @opencode is just such a delight. https://t.co/ukQIG7DmfG
QVAC Workbench 0.4.1 is here for Desktop & Mobile! 🚀 The future of AI is local, and we’re evolving the serverless experience with our latest update: ✦ Redesigned UI: A complete overhaul focused on simplicity for all users. ✦ Delegated Inference: Clearer status indicators and https://t.co/VAW9pBGVmZ
JPMorgan is marking down the value of some software-related loans in private credit portfolios. This highlights how fungible private loan valuations have become at a time of little liquidity, and raises questions about which firms are doing a better job https://t.co/s7FcIRu79G
It's not that. It's just the Forbes estimates are way off. ByteDance's estimated yearly revenue: $150b (from public sources) Zhang Yiming's estimated net worth by Forbes: $69b Binance's estimated yearly revenue: $5b CZ's estimated net worth by Forbes: $110b ??? I think if I [QT @BlockTempo: @cz_binance It’s often said in Chinese culture that “wealth shouldn’t be flaunted,” and CZ’s comments are quite conservative 😂https://t.co/qXWs4gL0KG]
It's not that. It's just the Forbes estimates are way off. ByteDance's estimated yearly revenue: $150b (from public sources) Zhang Yiming's estimated net worth by Forbes: $69b Binance's estimated yearly revenue: $5b CZ's estimated net worth by Forbes: $110b ???
Gun to the head right now for #Bitcoin: $59k - $63k - $51k - $78k - $69k - New ATH's Simply based on prior cycle MA extrapolations, current HTF RSI, and I how I expect key elements like the Clarity Act etc to play out.
Saudi Arabia crude production up 8% in Feb, production 10.882 mbpd, supply 10.111 mbpd
这一增长可能旨在稳定全球油市，但中东冲突的升级可能抵消其影响，并增加未来油价的不确定性。
Saudi Arabia told OPEC it ramped up crude production last month by roughly 8% ahead of the conflict in the Middle East, data from the group showed. https://t.co/RRaNTqa28R
Absolutely love this project. [QT @tplr_ai: We just completed the largest decentralised LLM pre-training run in history: Covenant-72B. Permissionless, on Bittensor subnet 3. 72B parameters. ~1.1T tokens. Commodity internet. No centralized cluster. No whitelist. Anyone with GPUs could join or leave freely. 1/n https://t.co/W0Ks563Cld]
A key gauge of Oracle's credit risk improved the most since Feb. 2 on Wednesday, after the database giant’s quarterly report helped ease investor fears about AI-related capital spending. https://t.co/ETFUbFat1L
Salesforce kicked off its first US investment-grade bond sale since 2021 to fund a share buyback, testing investor appetite for software-sector debt. https://t.co/nbkVg3w5cU
Amazon is poised to raise a record $50 billion in the bond market. But it's paying up for the privilege, writes @marcusashworth (via @opinion) https://t.co/bhRGEearTe
AI is increasing the intensity of work rather than reducing it
这项研究挑战了AI普遍被认为能减轻工作负担的传统观点，揭示了AI对劳动力市场和员工体验的复杂影响。
AI is increasing the intensity of work rather than reducing it, according to one of the biggest studies of AI’s effects on work habits to date https://t.co/dqJYZ0VV1R
Bank of England Deputy Governor Sarah Breeden hinted that UK regulators may soften their relatively strict approach to limits on stablecoin holdings which sparked a backlash from the digital asset industry.
Oil options markets are still pricing in upside risk: The 1-month call-put skew on WTI Crude oil futures is up to ~30, the highest in at least 4 years. This means investors are paying a historic premium for bets on higher oil prices over bets on lower prices.
Google is investing in an AI content studio focused on making videos for children on YouTube, part of an effort to seed the platform with high-quality viewing for the site’s youngest users
Scaling inference is about architecture, not just acceleration. AMD Instinct MI350X GPUs, built on CDNA 4, enable higher token throughput and lower latency on @digitalocean's Agentic Inference Cloud. Performance and efficiency, engineered for production AI.
Porsche's new CEO Michael Leiters plans to focus on high-margin sports cars like the 911 to recover from 2025 losses caused by tariffs, electrification issues, and China sales collapse
huge mining infra, which has been a big knock on zcash, is getting more competitive combine this with ATHs in shielded ZEC, a newly funded core entity by a16z/paradigm + project tachyon's scale and quantum resistance and you have a top 3 crypto project encrypt the money [QT @FoundryServices: Zcash $ZEC has matured into an institutional-grade asset, and the mining infrastructure should match. Today we announced Foundry's Zcash Mining Pool, launching April 2026.]
Concerns about private credit are increasingly hitting the financial headlines, with various funds being “gated” and some commentators even drawing comparisons with 2007. What’s going on, and is it anything you need to worry about? https://t.co/3muxsbhuCY
Protege, DataLab, AI data gap, research institution, Geometry-Guided Reinforcement Learning, 3D Scene Editing, paper, Bloomberg Orange Book, AI tools, earnings season
"My company Protege is announcing DataLab: a dedicated research institution whose mission is to close the data gap that is holding back AI progress." "Right now, there’s no leading lab for AI data: no institution that combines large-scale data access with rigorous data research, https://t.co/uZurm9pbvi
谷歌正投资一个AI内容工作室，专注于为YouTube儿童频道制作视频。第五大银行（Fifth Third Bancorp）报告称，其使用AI在成本节约方面取得了“非常显著”的成果。一项主要研究发现，AI正在提高工作强度而非减少。Grubhub将在新泽西进行为期三个月的无人机送餐测试。
Google, AI content studio, YouTube kids' videos, Fifth Third Bancorp, AI, cost savings, AI increasing work intensity, Grubhub, drone delivery, New Jersey
AI is increasing the intensity of work rather than reducing it, according to one of the biggest studies of AI’s effects on work habits to date https://t.co/dqJYZ0VV1R
Companies like Meta subsidize third party developers in various ways to help grow their platforms, then take 30% of the developer revenue right back with the platform tax, which is a wasteful churn. Epic’s tax structure of zero for the first $1M / year in revenue seems like a
一家卡塔尔背景的投资基金已提交收购披萨连锁店棒约翰国际（Papa John’s International, $PZZA）的私有化要约。加拿大航空航天公司MDA Space正考虑在纽约证券交易所上市，受国防产业繁荣带来的需求增长驱动。日本三菱日联金融集团（MUFG）与印度国家银行（State Bank of India）已建立合作，共同为包括并购在内的项目提供融资。D.E. Shaw的两大对冲基金在上周中东冲突引发的市场动荡中实现盈利，表现优于多数大型多策略同行。
Qatari-backed investment fund, Papa John's ($PZZA), take private bid, MDA Space, NYSE listing, defense boom, Japan MUFG, State Bank of India, partner, finance projects, M&A, D.E. Shaw, hedge funds, made money
印度金融犯罪调查机构正对IDFC First Bank涉嫌欺诈进行调查。香港金融监管机构已对中信旗下在港子公司展开调查。巴西糖业和乙醇公司Raízen正寻求庭外重组约126亿美元的债务。奥地利房地产大亨本科的家族信托已申请破产。
India financial crime agency, IDFC First Bank, fraud probe, Hong Kong watchdog, Citic local unit, probe, Raízen, $12.6 billion debt restructuring, Benko's family trust, insolvency
US medical technology maker Stryker was hacked in an attack that’s crippled the company’s global operations, according to a person familiar with the matter and a memo seen by Bloomberg News https://t.co/2T0FsKctf0
The economics of Missle Defense https://t.co/JK9vr49HXO [QT @ThemesETFs: 🎯 The Cost of Stopping Missiles Iran’s drones can cost thousands. But intercepting them with Patriot, THAAD or SM-3 can cost $4M–$20M. As the strikes develop, that imbalance is driving demand for $RTX and $LMT. https://t.co/0YLRNx0Mmy]
North Korea test-fired cruise missiles from its latest warship, the second time in a week it has launched its new sea-to-surface weapons as reports grow that the US is shifting air defense assets out of South Korea to help it fight Iran https://t.co/bdD0zd9Jg5 https://t.co/s2I51F1YfK
G7 leaders online meeting, Middle East situation, Strait of Hormuz security, Spain, Israel, diplomatic downgrade, Chile, Trump, copper, lithium accords, curb China reliance, EU sanctions, 19 Iranian officials/entities, rights violations, Turkey's Erdogan, Iran war, US probe digital service taxes, currency manipulation
Bank of England Deputy Governor Sarah Breeden hinted that UK regulators may soften their relatively strict approach to limits on stablecoin holdings which sparked a backlash from the digital asset industry. https://t.co/MwxDh7fqWP
Nitro accelerator, $500k funding, March 14th deadline
该加速器为加密领域的初创项目提供了重要的启动资金和支持，有助于推动行业创新和新项目的孵化。
Final Reminder: 3 days left to apply to Nitro Gain access to: - $500k on Day 1 - Premier mentors including founders, VC partners, and content creators - A dedicated cohort unlike any other Apply before March 14th: https://t.co/yZFilFUA0h
It's hard out there for a gamer. The new #IntelCoreUltra 200S Plus series is here to make things a little easier. With more cores, and an exciting new gaming technology, our fastest gaming processor delivers more performance per dollar so you can get the most out of your
Protege正在推出DataLab，一个旨在弥补AI数据鸿沟的研究机构。Replit推出了AI工具Replit Agent 4，用于创意协作。多篇新的研究论文发布，涵盖“几何引导强化学习在多视图一致3D场景编辑中的应用”、“思维召回：推理如何解锁大型语言模型（LLM）中的参数知识”以及“MM-Zero：从零数据自演进的多模型视觉语言模型”。Moltbook被用于测试AI代理在没有人为指导下的通信能力，Google正投资AI内容工作室为YouTube制作儿童视频。Fifth Third Bancorp首席执行官表示，AI应用已为公司带来“显著”的成本节约，近60%的员工正在日常工作中使用AI工具。
DataLab, Replit Agent 4, Moltbook AI agents, Fifth Third Bancorp 60% AI tool usage
AI领域在研究和应用方面持续快速创新，涌现出新的创意协作工具、基础AI模型进展以及解决数据挑战的专项计划。企业实践也显示出AI带来的显著效益，例如Fifth Third Bancorp通过AI应用实现了可观的成本节约。
Software isn’t merely technical work anymore. It’s creative. Introducing Replit Agent 4. The first AI built for creative collaboration between humans and agents. Design on an infinite canvas, work with your team, run parallel agents, and ship working apps, sites, slides & more.
巴西糖乙醇公司Raízen获得126亿美元庭外债务重组协议。McAfee以折扣价回购了约2.87亿美元的无抵押票据。日本数字钱包提供商PayPay正在指导投资者，其美国首次公开募股（IPO）定价为每股16美元，低于其营销区间。Glovo计划在西班牙裁员750人。加拿大丰业银行（Bank of Nova Scotia）首席执行官斯科特·汤姆森（Scott Thomson）去年薪酬增至1320万加元（970万美元）。多伦多的MDA Space正考虑在纽约证券交易所上市。印度金融犯罪机构正在调查IDFC First Bank涉嫌欺诈案。宝马因火灾风险将在中国召回147,830辆汽车。T-Mobile为保持客户忠诚度重新推出免费福利。日本三菱日联金融集团（MUFG）与印度国家银行（State Bank of India）合作，为并购等项目提供融资。麦当劳计划推出新促销活动保持竞争力。
Raízen $12.6B debt restructure, McAfee $287M buyback, PayPay IPO $16/share, Glovo 750 layoffs, BMW 147,830 recalls, MDA Space NYSE listing
BNP Paribas, Banco Bradesco and Coöperatieve Rabobank are among the largest creditors of Brazilian sugar and ethanol company Raízen, which is seeking to restructure some $12.6 billion of debt out-of-court
I continue to think $HROW is one of the most undervalued / mispriced growth stocks in the entire market. $HROW is down -33% in the past couple weeks, now trading at 15x NTM ev/ebitda... despite management saying CY2026 revenues will be up +32% YoY (midpoint of guidance) and
South Africa demarched US ambassador; DRC drone strike (3 killed, 1 UN worker); China monitored US P-8A near Taiwan; Norway arrests for US Embassy device; India cooking gas shortage; Hereditary Peers Bill passed (UK); Australia social media restrictions circumvented
huge mining infra, which has been a big knock on zcash, is getting more competitive combine this with ATHs in shielded ZEC, a newly funded core entity by a16z/paradigm + project tachyon's scale and quantum resistance and you have a top 3 crypto project encrypt the money [QT @FoundryServices: Zcash $ZEC has matured into an institutional-grade asset, and the mining infrastructure should match. Today we announced Foundry's Zcash Mining Pool, launching April 2026. Compliance-first, institutional-grade infrastructure built by the team behind the world's #1 Bitcoin mining]
Washington State passes their first ever income tax. Incomes over $1M/year will be taxed at 9.9%
这一新税法可能引发对财富流动和社会阶层固化的讨论，并被一些人视为可能最终扩大征税范围的先例。
theft [QT @AutismCapital: 🚨BREAKING: Washington State passes their first ever income tax. Incomes over $1M/year will be taxed at 9.9%. Married couples share A SINGLE $1M exemption, so if combined incomes are more than $1M, you're getting taxed. This will obviously eventually extend beyond millionaires. https://t.co/A8hy6L7Tuz]
US 10-Year Note Auction High Yield 4.217% (Tailed by 0.7 basis points) Bid-to-cover 2.45 Sells $39 bln Awards 24.68% of bids at high Primary Dealers take 12.72% Direct 12.83% Indirect 74.45%
Perplexity just made a proper secure version of OpenClaw for your personal computer, Personal Computer is an always on, local merge with Perplexity Computer; CROWDSTRIKE $CRWD AND PERPLEXITY PARTNER TO DELIVER ENHANCED SECURITY FOR COMET ENTERPRISE
Perplexity just made a proper secure version of OpenClaw for your personal computer(!!) [QT @perplexity_ai: Announcing Personal Computer. Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7. It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini. https://t.co/EpvilVX6XZ]
一项研究发现，工作中使用AI会导致“认知过载”和职业倦怠。此外，苹果公司的可折叠iPhone预计将于今年晚些时候发布，而微软的下一代Xbox（Project Helix）预计在2027年进入Alpha测试阶段。谷歌的Fifth Third Bank CEO表示，近60%的员工正在日常工作中使用AI工具。
AI use at work leading to "cognitive overload" and burnout; Apple’s foldable iPhone is slated to launch later this year; Microsoft’s $MSFT next Xbox, Project Helix, is expected to start to reach the alpha testing phase by 2027; nearly 60% of the company's employees are using an AI tool
A Foreign hacker in 2023 compromised Epstein files held by FBI; Epstein’s accountant testifies that he never witnessed a transaction between Trump and Epstein
V happy with how this BTC price action has unfolded tbh So much better than the previous consolidation This actually looks like accumulation Now is a great time to scale into some spot crypto with a 3+ month outlook imo (don't fuck around w leverage price is still choppy) https://t.co/ajCILdnN5d
WHITE HOUSE CRYPTO ADVISOR PATRICK WITT ON CLARITY ACT: "CLARITY ACT MUST REMAIN A PRO-INNOVATION PIECE OF LEGISLATION." "ATTEMPTS TO HIJACK THE LEGISLATIVE PROCESS AND TURN IT INTO AN ANTI-COMPETITION BILL ARE SHAMEFUL."
It’s all green on this side today Bittensor saw a +0.427% mindshare spike in the last 24h Here’s why: 1. Grayscale TAO Trust Milestone The biggest structured event: the Grayscale Bittensor Trust just crossed the 90-day mark as an SEC Reporting Company, which automatically
Middle East conflict is starting to strain credit channels across sectors; Cliffwater's flagship private credit fund looked to redeem about 14% of shares in the first quarter, leading the firm to cap its repurchases at 7%
Investors in Cliffwater's flagship private credit fund looked to redeem about 14% of shares in the first quarter, leading the firm to cap its repurchases at 7% https://t.co/12PjCeKpSQ
Colombia to begin importing natural gas from Venezuela; Colombia’s finance ministry forecast a narrowing fiscal deficit this year due to lower spending and debt service costs
这一能源合作将改变区域能源格局。财政赤字收窄的预测表明哥伦比亚政府在财政管理上取得了进展。
Colombia’s finance ministry forecast a narrowing fiscal deficit this year due to lower spending and debt service costs https://t.co/oCVrbIxUoI
Microsoft’s Xbox division plans to send an early version of its next console to game developers in 2027, kicking off a new generation of hardware that will feel drastically different than previous iterations. https://t.co/BxNfSqfpfx
xAI reportedly saw its revenue increase by 5x in 2025
这一数据表明xAI在竞争激烈的AI市场中实现了显著增长，但其营收成本可能也是一个挑战。
xAI reportedly saw its revenue increase by 5x in 2025 [QT @KraneShares: Revenue is exploding for private Large Language Models. Cutting costs might be the real challenge in 2026... https://t.co/MoJUrUqsi]
Dow Jones Industrial Average ended Wednesday at its lowest close of the year, shed nearly 300 points, dragged down by a new climb in oil prices
油价持续上涨增加了企业运营成本和消费者支出压力，引发市场对通胀和经济增长放缓的担忧，导致股市承压。
The Dow Jones Industrial Average ended Wednesday at its lowest close of the year, dragged down by a new climb in oil prices that threatened to hold fuel costs at painful levels for many U.S. companies and consumers https://t.co/CPzrshUB7Q
Defense Department has barred photojournalists from briefings on U.S.-Israeli conflict; Trump admin to announce trade investigations aimed at replacing IEEPA tariffs
The Defense Department has barred photojournalists from briefings on the U.S.-Israeli conflict with Iran after they published photos of Defense Secretary Pete Hegseth that his staff deemed “unflattering,” per WaPo
Zero fees on Monad? https://t.co/xCRbnVo2Je [QT @MetaMask: What do we say to gas? Not today. 👀 You can now freely swap and interact with @monad in MetaMask. The gas is on us! https://t.co/1NuNQmtvxu]
BTC price action looks like accumulation; good time to scale into spot crypto with a 3+ month outlook
尽管价格可能仍有波动，但市场情绪倾向于认为当前是长期投资者建仓的时机，表明对未来价格上涨的信心。
V happy with how this BTC price action has unfolded tbh So much better than the previous consolidation This actually looks like accumulation Now is a great time to scale into some spot crypto with a 3+ month outlook imo (don't fuck around w leverage price is still choppy) https://t.co/ajCILdnN5d
It’s all green on this side today Bittensor saw a +0.427% mindshare spike in the last 24h Here’s why: 1. Grayscale TAO Trust Milestone The biggest structured event: the Grayscale Bittensor Trust just crossed the 90-day mark as an SEC Reporting Company, which automatically https://t.co/5pdTSEY4nF
White House Crypto Advisor Patrick Witt; CLARITY Act; pro-innovation; anti-competition
这凸显了美国在加密货币监管方面的持续辩论和游说努力，反映了行业内部对政策方向的关注和分歧。
WHITE HOUSE CRYPTO ADVISOR PATRICK WITT ON CLARITY ACT: "CLARITY ACT MUST REMAIN A PRO-INNOVATION PIECE OF LEGISLATION." "ATTEMPTS TO HIJACK THE LEGISLATIVE PROCESS AND TURN IT INTO AN ANTI-COMPETITION BILL ARE SHAMEFUL."
In the first 5 months of the 2026 Fiscal Year the US Federal Government took in $2.1 trillion and spent $3.1 trillion. Don’t try this at home. https://t.co/nGKPLUJ4vh
AI agents are signing up for email. On their own. AgentMail just raised $6M to give AI agents real inboxes, and some are already creating accounts without a developer in the loop. https://t.co/7Y1OCSZW5g
New York Giants co-owners Steve Tisch and his two siblings are transferring their stakes in the team to trusts for their children https://t.co/7Y26P0JJz8
Ahead of the midterm contests in November, Americans' confidence that their elections will be run fairly has dropped to its lowest point in years, according to a new PBS News/NPR/Marist poll. Two-thirds of Americans say they are confident their state or local government will run https://t.co/GIkiP43gPo
Democratic Senator Richard Blumenthal introduced legislation targeting prediction markets, the latest effort by lawmakers to crack down on the fast-growing industry over concerns about insider trading, violent-event wagers and consumer protections https://t.co/TRSIvfBHz5
It’s all green on this side today Bittensor saw a +0.427% mindshare spike in the last 24h Here’s why: 1. Grayscale TAO Trust Milestone The biggest structured event: the Grayscale Bittensor Trust just crossed the 90-day mark as an SEC Reporting Company, which automatically https://t.co/5pdTSEY4nF
Apple's $AAPL upcoming foldable iPhone will include updates to the iOS operating system that enable iPad-like layouts and side-by-side apps for the first time - Bloomberg
ONDO manages $10b+ in tokenized treasuries. annual revenue $15-35m at 0.15-0.35% fees. token captures zero of it. no buybacks, no fee switch, no staking. you're paying $12b FDV for governance rights over a protocol that doesn't share revenue. the protocol is winning, the token
CME Group, Spot-Quoted Bitcoin, XRP, SOL futures, 5x smaller than Micro counterparts
这些新产品为各种交易策略提供了更灵活的规模选择。
While our Micro-sized contracts revolutionized access, Spot-Quoted Bitcoin, XRP and SOL futures are sized for any strategy and are up to 5x smaller than their Micro counterparts.