🚨FROM YIELD SAVIOUR TO SYSTEMIC THREAT: Private Credit’s Dark Reckoning Has Arrived. The global private credit empire now looms at an estimated US$3.0–3.5 trillion in assets under management a colossal, shadowy colossus that rivals and in many ways eclipses traditional banking https://t.co/nbeKi8aMM3
🚨FROM YIELD SAVIOUR TO SYSTEMIC THREAT: Private Credit’s Dark Reckoning Has Arrived. The global private credit empire now looms at an estimated US$3.0–3.5 trillion in assets under management a colossal, shadowy colossus that rivals and in many ways eclipses traditional banking https://t.co/nbeKi8aMM3
🚨FROM YIELD SAVIOUR TO SYSTEMIC THREAT: Private Credit’s Dark Reckoning Has Arrived. The global private credit empire now looms at an estimated US$3.0–3.5 trillion in assets under management a colossal, shadowy colossus that rivals and in many ways eclipses traditional banking https://t.co/nbeKi8aMM3
EU energy chief, gas storage, Iran war, price spike over summer
欧盟正在采取预防措施，以应对伊朗战争对能源供应的潜在影响，旨在通过提前储备来稳定夏季天然气价格。
The EU’s energy chief has told member states to start filling gas storage early to avoid competition for supplies that could cause a spike in prices over the summer, as the bloc seeks to mitigate the fallout from the Iran war.
Austria, €2 billion budget savings, Iran war, economic outlook risks
伊朗战争带来的地缘政治风险正在直接影响奥地利的财政政策，迫使其进行大规模的预算削减。
Austria must find as much as €2 billion in budget savings as part of its consolidation efforts, with risks to the economic outlook growing from the war in Iran, its finance minister says
Persian Gulf, Strait of Hormuz closed, Iran targets energy infrastructure
伊朗的行动导致关键航运线路受阻和能源设施遇袭，对全球石油和天然气供应造成直接冲击。
Oil and gas supply out of the Persian Gulf has been disrupted as the Strait of Hormuz remains effectively closed, and as Iran targets energy infrastructure across the region. Here's what to know
Base Foundation, Cayman Islands (January), ToS updated (February) separating from Coinbase, superchain exit removes OP governance veto, keeping 100% of $10m annual sequencer revenue
base foundation incorporated in cayman islands january. ToS updated february separating from coinbase entity structure. superchain exit removes OP governance veto on a token launch. they're keeping 100% of $10m annual sequencer revenue instead of sharing 15-25% with the
Rishon Lezion, central Israel, kindergarten, Iranian regime cluster missile
以色列国防军将此次袭击视为伊朗政权蓄意针对平民目标的又一证据。
🎥WATCH: Chief of Staff of the Home Front Command, B.G. Elad Edri, at the site of the kindergarten where an Iranian regime cluster missile hit in Rishon Lezion, central Israel. “Once again, we see how our enemy aims their targets at civilian populations. They try to kill and https://t.co/GRnnEHK8oh
over 8,000 military targets, 130 Iranian vessels, largest elimination of a navy over a three-week period since World War II, Hormuz, Facility Destroyed
The U.S. military is decimating the terrorist Iranian regime: “So far, we’ve struck over 8,000 military targets, including 130 Iranian vessels – constituting the largest elimination of a navy over a three-week period since World War II.” - Admiral Cooper https://t.co/aTlOvb4LHE
Tehran, Iran, dozens of Iranian terror regime targets, central IRGC compound utilized for the production and development of ballistic missile components, missile production components storage facility
🎯STRUCK: Dozens of Iranian terror regime targets, during a wide-scale strike sortie in Tehran, Iran. Among the sites struck: - A central IRGC compound utilized for the production and development of ballistic missile components - A missile production components storage facility
Oil and gas supply out of the Persian Gulf has been disrupted as the Strait of Hormuz remains effectively closed, and as Iran targets energy infrastructure across the region. Here's what to know https://t.co/TnD7rt6pHs
Base Foundation incorporated in Cayman Islands January, ToS updated February separating from coinbase entity structure, superchain exit removes OP governance veto on a token launch, keeping 100% of $10m annual sequencer revenue
base foundation incorporated in cayman islands january. ToS updated february separating from coinbase entity structure. superchain exit removes OP governance veto on a token launch. they're keeping 100% of $10m annual sequencer revenue instead of sharing 15-25% with the
The U.S. military is decimating the terrorist Iranian regime: “So far, we’ve struck over 8,000 military targets, including 130 Iranian vessels – constituting the largest elimination of a navy over a three-week period since World War II.” - Admiral Cooper
🎯STRUCK: Dozens of Iranian terror regime targets, during a wide-scale strike sortie in Tehran, Iran. Among the sites struck: - A central IRGC compound utilized for the production and development of ballistic missile components - A missile production components storage facility
BREAKING: 🇮🇷🇯🇵 Iran and Japan close to agreement on Hormuz transit Iran has begun negotiating individually with each country regarding the Strait of Hormuz and will likely charge a hefty fee. Abbas Araghchi, Iran's Foreign Minister, said in an interview to Kyodo News that Iran
@elonmusk: I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country
base foundation incorporated in cayman islands january. ToS updated february separating from coinbase entity structure. superchain exit removes OP governance veto on a token launch. they're keeping 100% of $10m annual sequencer revenue instead of sharing 15-25% with the
OpenAI plans to almost double its headcount by the end of 2026 as it seeks to fend off competition from companies such as Anthropic and Google, according to the Financial Times
Operation Epic Fury, 8,000 military targets, 130 Iranian vessels, largest elimination of a navy since WWII, Diego Garcia, IRGC ballistic missile compound.
The U.S. military is decimating the terrorist Iranian regime: “So far, we’ve struck over 8,000 military targets, including 130 Iranian vessels – constituting the largest elimination of a navy over a three-week period since World War II.” - Admiral Cooper
Tokyo and Tehran appear to be negotiating billaterally safe passage for Japanese-flagged oil tankers. One possilibity is that Iran emerges from the war keeping the keys of the Strait of Hormuz, deciding who crosses, when, and under what conditions ($$$).
hashi protocol devnet went live march 19 on sui. native bitcoin defi without wrapping or bridges. no hashi token so SUI is your proxy exposure. less than 0.4% of bitcoin supply touches defi today. bitgo, falconx, ledger backing this. if even 0.5% of BTC market cap flows through,
I underestimated how powerful Opus 4.6 with 1M tokens is. Even last year we were absolutely hitting context limit problems constantly. 1M tokens means you can do much more complex analysis entirely in context. Claude Code is so much better.
This is the worst it will ever be.
OpenAI plans to almost double its headcount by the end of 2026 as it seeks to fend off competition from companies such as Anthropic and Google, according to the Financial Times https://t.co/56eCRJhWUk
Jensen Huang once said there was ‘no evidence’ Nvidia chips were getting diverted to China. The scandal at Super Micro suggests otherwise. https://t.co/m5ZAEuHssp
The U.S. military is decimating the terrorist Iranian regime: “So far, we’ve struck over 8,000 military targets, including 130 Iranian vessels – constituting the largest elimination of a navy over a three-week period since World War II.” - Admiral Cooper https://t.co/aTlOvb4LHE
Tokyo and Tehran appear to be negotiating billaterally safe passage for Japanese-flagged oil tankers. One possilibity is that Iran emerges from the war keeping the keys of the Strait of Hormuz, deciding who crosses, when, and under what conditions ($$$).https://t.co/Uxl25FMdxY
hashi protocol devnet went live march 19 on sui. native bitcoin defi without wrapping or bridges. no hashi token so SUI is your proxy exposure. less than 0.4% of bitcoin supply touches defi today. bitgo, falconx, ledger backing this. if even 0.5% of BTC market cap flows through,
US federal debt above $39 trillion, +$2 trillion over 8 months, +$2.8 trillion since July (debt ceiling lifted), nearly DOUBLED since 2018.
联邦债务的快速增长引发了对美国财政可持续性的担忧，其规模已在短时间内达到前所未有的水平。
BREAKING: US federal debt has officially risen above $39 trillion for the first time in history, now up +$2 trillion over the last 8 months. Since the debt ceiling was lifted in early July, US debt has risen +$2.8 trillion. Total US debt has nearly DOUBLED since 2018, with the https://t.co/ObFoDVQj0R
US gas prices $3.93/gallon, highest since August 2022, 34% spike over last month, biggest in 30 years, 19 days into the war, San Francisco $5.86 gallon.
Gas prices in the US have moved up to $3.93/gallon, their highest level since August 2022. The 34% spike over the last month ($2.94/gallon to $3.93/gallon) is the biggest we've seen in the past 30 years. https://t.co/oI8wTDHxnD https://t.co/vZ0mo3XfQF
This was a good chat on @CNBC Friday about fertilizer supply. The issue for farmers isn’t about high prices for this year’s planting season — they’ve already ordered. The issue is whether they’ll get delivery on their order at all. @moneymoverscnbc https://t.co/uaoLjqU0Vc https://t.co/pBZlY83EA0
I underestimated how powerful Opus 4.6 with 1M tokens is. Even last year we were absolutely hitting context limit problems constantly. 1M tokens means you can do much more complex analysis entirely in context. Claude Code is so much better. This is the worst it will ever be.
特朗普媒体与科技集团(Trump Media & Technology Group, $DJT)的净收入在2021年至2025年间持续亏损，其中2025年亏损高达7.12亿美元，亏损额逐年增长。
Trump Media & Technology Group ($DJT), Net Income: 2025: -$712 million, 2024: -$401 million, 2023: -$58 million, 2022: -$16 million, 2021: -$2 million.
该公司不断扩大的亏损凸显了其严峻的财务挑战，并引发了对其长期生存能力和商业模式的质疑。
Trump Media & Technology Group, Net Income... 2025: -$712 million 2024: -$401 million 2023: -$58 million 2022: -$16 million 2021: -$2 million $DJT https://t.co/EEQy12uh6f
Iran war, fuel prices soaring, United Airlines slashes flights, India’s tanker passage successful, Iran's president, immediate cessation of US-Israeli aggression, Iran offers Japan special oil passage terms, Strait of Hormuz.
“We don’t use the Strait. We don’t need it.” 🤡 [QT @FoxBusiness: United Airlines slashes flights as Iran war sends fuel prices soaring https://t.co/RhWZip5Vvx]
Q: "Why didn't you tell U.S. allies…about the war before attacking Iran?" Trump: "We wanted surprise. Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor?" https://t.co/DZaxwwzAe2
The rising temperatures in Ilulissat, Greenland, are causing the permafrost to melt, buildings to sink and pipes to crack but they also have consequences that ripple across the rest of the world. https://t.co/qNuRAHgbzg
19 days into the war, and the U.S. national average of gasoline prices is up 93 cents (31%) Some comparisons (latest data, mostly March 21 prices) US (unleaded 87 octane) * Average, $3.93 gallon * Highest, California $5.69 gallon * San Francisco, $5.86 gallon * Lowest, https://t.co/XZ41E7yuIR
I underestimated how powerful Opus 4.6 with 1M tokens is. Even last year we were absolutely hitting context limit problems constantly. 1M tokens means you can do much more complex analysis entirely in context. Claude Code is so much better. This is the worst it will ever be.
Trump Media & Technology Group $DJT, Net Income: 2025: -$712M, 2024: -$401M, 2023: -$58M, 2022: -$16M, 2021: -$2M
不断扩大的亏损凸显了该公司面临的重大财务挑战，引发了对其盈利能力和长期生存能力的质疑。
Trump Media & Technology Group, Net Income... 2025: -$712 million 2024: -$401 million 2023: -$58 million 2022: -$16 million 2021: -$2 million $DJT https://t.co/EEQy12uh6f
Donald Trump’s decision to wage war on Iran was partly motivated by pressure from outside allies while his own White House team stayed more muted – underscoring how in his second term, guardrails have been traded for a green light https://t.co/sDoGkOLyXc
Unnamed Iran military source, Tasnim News, US threats of military aggression against Kharg Island, insecurity in Bab al-Mandeb Strait and Red Sea options
🔴 Unnamed Iran military source tells Tasnim News insecurity in other straits including the Bab al-Mandeb Strait and the Red Sea are among options available to the resistance front [QT @financialjuice: Unnamed Iran military source tells Tasnim news agency if US follows through on its threats of military aggression against Kharg Island, it will face Iran's surprising reaction.]
jpmorgan accepting BTC/ETH as collateral at 50-70% LTV with 6-8% borrow rates vs aave compound maker at 8-15%. $82b total defi lending TVL. if tradfi captures $10b that's 12% of defi lending volume migrating to banks with legal recourse. governance tokens on lending protocols
19 days into the war, and the U.S. national average of gasoline prices is up 93 cents (31%) Some comparisons (latest data, mostly March 21 prices) US (unleaded 87 octane) * Average, $3.93 gallon * Highest, California $5.69 gallon * San Francisco, $5.86 gallon * Lowest, https://t.co/XZ41C4QYu4
Apple's $599 MacBook stole the show at launch, but its upgraded series with M5 chips fits the bill for the brand’s most demanding customers, writes Chris Welch. Read more: https://t.co/7QwcZw0uGm 📷️: Chris Welch/Bloomberg https://t.co/WyDfbVlqfU
Trump Media & Technology Group, Net Income... 2025: -$712 million 2024: -$401 million 2023: -$58 million 2022: -$16 million 2021: -$2 million $DJT https://t.co/EEQYI2uh6f
United Airlines $UAL plans to lower its capacity by 5% across less profitable routes in the near term in response to surging fuel prices - SA https://t.co/gH4xPlhWob
Donald Trump’s decision to wage war on Iran was partly motivated by pressure from outside allies while his own White House team stayed more muted – underscoring how in his second term, guardrails have been traded for a green light https://t.co/sDoGkOLyXc
Unlikely but possible: [QT @FurkanGozukara: Saudi analyst claims the ultimate nightmare for Iran: If Saudi Arabia enters the war, they will activate a defense pact with Pakistan and rally 50 Muslim nations against Tehran. A massive regional escalation could be imminent. https://t.co/8eZG7oiWgo]
jpmorgan accepting BTC/ETH as collateral at 50-70% LTV with 6-8% borrow rates vs aave compound maker at 8-15%. $82b total defi lending TVL. if tradfi captures $10b that's 12% of defi lending volume migrating to banks with legal recourse. governance tokens on lending protocols
19 days into the war, and the U.S. national average of gasoline prices is up 93 cents (31%) Some comparisons (latest data, mostly March 21 prices) US (unleaded 87 octane) * Average, $3.93 gallon * Highest, California $5.69 gallon * San Francisco, $5.86 gallon * Lowest,
About 8 in 10 Americans who re-enrolled in Affordable Care Act marketplace coverage say their health care costs are higher this year, including about half who say their costs are "a lot" higher, according to a survey from the health care research nonprofit KFF.
Is the market setting up for a rally? The S&P 500 is down -5% since the Iran War started, now 15 trading days into the sell-off. In previous geopolitical conflicts, US stocks bottomed around day 15 on average, based on over 30 major geopolitical shocks since 1939. The current
❗️The Iranian terrorist regime launched a long-range missile for the first time since the start of Operation Roaring Lion that could reach a distance of ~4,000 km. During Operation Rising Lion in June 2025, the IDF revealed that the Iranian regime has intentions to develop https://t.co/iliERIu2hV
🎯STRUCK: Hundreds of Iranian terror regime targets across Iran & Hezbollah targets across Lebanon. 📍Iran: Dozens of Iranian regime weapon & missile storing compounds, fire arrays, missile launchers, and aerial defense systems were struck. 📍Lebanon: A Hezbollah intelligence
President Donald Trump on Saturday threatened to deploy Immigration and Customs Enforcement agents to US airports if congressional Democrats don’t agree to a plan for funding most of the Department of Homeland Security https://t.co/WC8Cf1Phss
Federal Reserve Chair Jerome Powell on Saturday lauded the policy record of the late Fed Chair Paul Volcker, who raised interest rates to tame inflation. . https://t.co/4HElZGXB4M
Today, the top 1% holds the largest share of wealth in nearly 90 years. This is exactly why rising food and energy prices are so concerning. When inequality is already deeply embedded, these pressures become the catalyst for social unrest. It raises the risk of an “Arab Spring https://t.co/GLSSgJs467
BREAKING: The Fear & Greed Index is down to 14.6, the lowest since November and down -50.9 points since January. This is now well below the 30-point threshold, signaling "Extreme Fear" among investors. Over the last 4 years, such depressed levels have only been seen in November https://t.co/FuAPegJXB7
Is the market setting up for a rally? The S&P 500 is down -5% since the Iran War started, now 15 trading days into the sell-off. In previous geopolitical conflicts, US stocks bottomed around day 15 on average, based on over 30 major geopolitical shocks since 1939. The current https://t.co/QN3RI9atW
❗️The Iranian terrorist regime launched a long-range missile for the first time since the start of Operation Roaring Lion that could reach a distance of ~4,000 km. During Operation Rising Lion in June 2025, the IDF revealed that the Iranian regime has intentions to develop https://t.co/iliERIu2hV
STRUCK, strategic research and development facility, Iranian military industries, ballistic missiles array, ‘Malek-ashtar’ University
🎯STRUCK: A strategic research and development facility belonging to the Iranian military industries and the ballistic missiles array. The ‘Malek-ashtar’ University facility was utilized by the Iranian terror regime’s military industries and ballistic missiles array to develop
Biden: 2.2 million additional jobs (last year); Trump: 185,000 total (first year)
拜登援引就业数据，旨在强调其政府在经济表现上的优势，并与特朗普政府的初期表现形成对比。
Biden: In my last year as president, we created 2.2 million additional jobs. Do you know how many jobs Trump has created his first year as president? 185,000 total, that is it.
Inflation surges due to oil shocks. None of the prior episodes had U.S. interest payments reach 5% of GDP. None. Expect inflation to surge again, with the Fed having to justify a rate cut. That is certainly not priced in markets today. Great chart
8 in 10 Americans; Affordable Care Act marketplace coverage; Higher health care costs; Half 'a lot' higher; KFF survey
这项调查数据揭示了多数ACA参保者面临的医疗费用上涨问题，这可能对美国家庭的财政构成额外负担。
About 8 in 10 Americans who re-enrolled in Affordable Care Act marketplace coverage say their health care costs are higher this year, including about half who say their costs are 'a lot' higher, according to a survey from the health care research nonprofit KFF.
Is the market setting up for a rally? The S&P 500 is down -5% since the Iran War started, now 15 trading days into the sell-off. In previous geopolitical conflicts, US stocks bottomed around day 15 on average, based on over 30 major geopolitical shocks since 1939. The current https://t.co/QN3RI9at6W
BREAKING: The Trump Administration has begun "initial discussions" on what a potential peace deal with Iran might look like, per Axios. US officials are planning the below terms: 1. No missile program for five years 2. Zero uranium enrichment 3. Decommissioning of the [QT @KobeissiLetter: https://t.co/yU0WmwibIX]
ethereum holds 65% of $22.7b RWA market because coinbase prime, bitgo, securitize custody is already built there. institutions don't optimize for gas fees. they optimize for not rebuilding compliance infrastructure from scratch. $14.7b in tokenized treasuries isn't speculation
Biden: In my last year as president, we created 2.2 million additional jobs. Do you know how many jobs Trump has created his first year as president? 185,000 total, that is it. https://t.co/lUsvkaZXsY
Inflation surges due to oil shocks. None of the prior episodes had U.S. interest payments reach 5% of GDP. None. Expect inflation to surge again, with the Fed having to justify a rate cut. That is certainly not priced in markets today. https://t.co/hcdwO82pRm Great chart
Euro Bonds Are Cracking, Exploding Yields Look Inevitable, massive debt piles
欧洲经济面临严峻挑战，巨额债务和潜在的收益率飙升可能导致财政危机，对欧元区金融稳定构成重大威胁。
⚠️Warning: Euro Bonds Are Cracking ... Exploding Yields Look Inevitable When yields explode higher on already massive debt piles, interest payments spiral out of control. Bigger deficits = more borrowing = even higher yields.Add in stagnant growth, high youth https://t.co/qWnxu6AjNU
initial discussions, No missile program for five years, Zero uranium enrichment, Qatar as a mediator, Trump: Iran wants to make a deal. I don't!, met my goals
Iranian missile strikes, Dimona and Arad, dozens of people injured, defenses were not able to intercept, Iran not responsible for the missile attacks on Diego Garcia, Saudi Arabia Orders Iranian military attache and four other diplomats to leave, Airstrikes hit Iraq’s Popular Mobilization Forces, Iran struck two communities near Israel's main nuclear research center, Tehran's main nuclear enrichment site was hit
Dozens of people have been injured in Israel after Iranian missile strikes targeted two areas near the country's main nuclear research center. The Israeli military said its defenses were not able to intercept missiles that hit the southern cities of Dimona and Arad.
ethereum holds 65% of $22.7b RWA market because coinbase prime, bitgo, securitize custody is already built there. institutions don't optimize for gas fees. they optimize for not rebuilding compliance infrastructure from scratch. $14.7b in tokenized treasuries isn't speculation
Damning evidence suggesting that compliance certificates issued by Delve (a startup founded in 2023) are fraudlent + worthless I never understood how eg Cluely could be GDPR, SOC2, HIPAA compliant in ~a week. Now we know: they probably aren't. Just wild https://t.co/XoUjOBAUSD https://t.co/eaqLo0nAJS
The formerly prestigious @WIRED is writing an absurdly reported story about Anduril, and despite repeated efforts to engage with Wired directly, they instead talked to anon sources and sent us a long fact checker list including the gem: "Sources told Wired that Grimm expressed https://t.co/P5v4tbesO
@trengriffin China just opened Shuangliu Bridge over Yangtze River yesterday. The 12th such bridge in one city (Wuhan). Built in 39 months. Cost $2.3B. Main span 4650ft https://t.co/uFjDxHhkgI
The ITU is a UN treaty organization which has zero power to create or enforce rules. Regulators from specific countries (eg FCC) are tasked with enforcement. The treaties never contemplated tens of thousands of satellites in a small number of LEO orbits. "sun-synchronous orbit https://t.co/Nl2va9bsKS
Damning evidence suggesting that compliance certificates issued by Delve (a startup founded in 2023) are fraudlent + worthless I never understood how eg Cluely could be GDPR, SOC2, HIPAA compliant in ~a week. Now we know: they probably aren't. Just wild https://t.co/XoUjOBAUSD https://t.co/eaqLo0nAJS
The ITU is a UN treaty organization which has zero power to create or enforce rules. Regulators from specific countries (eg FCC) are tasked with enforcement. The treaties never contemplated tens of thousands of satellites in a small number of LEO orbits. "sun-synchronous orbit https://t.co/Nl2va9bsKS
Sir, sir, excuse me sir - have you stopped beating your meat?" [QT @mttgrmm: The formerly prestigious @WIRED is writing an absurdly reported story about Anduril, and despite repeated efforts to engage with Wired directly, they instead talked to anon sources and sent us a long fact checker list including the gem: "Sources told Wired that Grimm expressed https://t.co/P5v4tbesO]
@trengriffin China just opened Shuangliu Bridge over Yangtze River yesterday. The 12th such bridge in one city (Wuhan). Built in 39 months. Cost $2.3B. Main span 4650ft https://t.co/uFjDxHkI
Damning evidence suggesting that compliance certificates issued by Delve (a startup founded in 2023) are fraudlent + worthless I never understood how eg Cluely could be GDPR, SOC2, HIPAA compliant in ~a week. Now we know: they probably aren't. Just wild https://t.co/XoUjOBAUSD https://t.co/eaqLo0nAJS
The ITU is a UN treaty organization which has zero power to create or enforce rules. Regulators from specific countries (eg FCC) are tasked with enforcement. The treaties never contemplated tens of thousands of satellites in a small number of LEO orbits. "sun-synchronous orbit https://t.co/Nl2va9bsKS
Sir, sir, excuse me sir - have you stopped beating your meat?" [QT @mttgrmm: The formerly prestigious @WIRED is writing an absurdly reported story about Anduril, and despite repeated efforts to engage with Wired directly, they instead talked to anon sources and sent us a long fact checker list including the gem: "Sources told Wired that Grimm expressed https://t.co/P5v4tbesO]
@trengriffin China just opened Shuangliu Bridge over Yangtze River yesterday. The 12th such bridge in one city (Wuhan). Built in 39 months. Cost $2.3B. Main span 4650ft https://t.co/uFjDxHkIgI
From a scrappy startup to a global media giant, YouTube has constantly evolved over its 20-year history. But can it navigate the challenges posed by AI and TikTok?
All the manipulation impact of Trump "Instructing the GSE's" to buy 200BN in MBS has disappeared as OAS is now higher. Throw in higher vol and modestly higher 10's and you get higher mortgage rates. https://t.co/NKfe9J3vg
Tropical Cyclone Narelle was forecast to hit Australia's Northern Territory on Saturday after a day earlier bringing destructive winds, heavy rain and power outages to the country's northeast coast. https://t.co/h5bsoQBfcd https://t.co/h5bsoQBfcd
All the manipulation impact of Trump "Instructing the GSE's" to buy 200BN in MBS has disappeared as OAS is now higher. Throw in higher vol and modestly higher 10's and you get higher mortgage rates.
This is bullish for $HIMS because they will be the only DTC telehealth company that will have their own peptide manufacturing facility. Not only will they make and sell their own peptides but it's possible they'll make peptides for other companies and clinics which gives them
German Chancellor Friedrich Merz, Donald Trump’s political base, continue engaging
这表明德国领导人在保持与美国合作关系的同时，正试图在政治上与特朗普的民粹主义立场保持距离。
German Chancellor Friedrich Merz once again distanced himself from Donald Trump’s political base, while indicating he plans to continue engaging with the US president.
Russia’s Bashkortostan region, drones repelled, major oil refineries
俄罗斯能源基础设施仍是乌克兰无人机袭击的目标，尽管俄方报告成功防御。
Authorities in Russia’s Bashkortostan region said drones were repelled overnight close to major oil refineries that previously came under attack several times last year.
virtuals protocol captures 65% of x402 ecosystem volume regardless of which chain wins the AI agent war. $70m cumulative revenue. deployed on BNB, base, ethereum, monad, XRPL. $480m in agent GDP flowing through their rails. betting on picks and shovels when the gold rush is
Greek recovery, banks strong enough to support the economy?, close the gap in living standards, Greece faces loans challenge after bank crisis recovery, ECB blog says
After a decade of Greek recovery, questions remain: Are banks strong enough to support the economy? What can be done to close the gap in living standards? This post explores Greece’s achievements, challenges and lessons on the path from crisis to recovery https://t.co/ApY5eajZh5
This is bullish for $HIMS because they will be the only DTC telehealth company that will have their own peptide manufacturing facility. Not only will they make and sell their own peptides but it's possible they'll make peptides for other companies and clinics which gives them
virtuals protocol captures 65% of x402 ecosystem volume regardless of which chain wins the AI agent war. $70m cumulative revenue. deployed on BNB, base, ethereum, monad, XRPL. $480m in agent GDP flowing through their rails. betting on picks and shovels when the gold rush is
I just got a serious email asking if I'd like to book a trip to the moon. Mostly the future hasn't turned out like I expected when I was a kid in the 1970s, but this is exactly what I expected.
Layoffs, consolidation, streaming losses and the rise of the creator economy are reshaping Hollywood, raising questions about whether the industry is just hitting a rough patch or in terminal decline
South Korea shut down the heart of Seoul for a comeback concert by Kpop supergroup BTS as authorities prepared for an estimated 260,000 fans to flood the streets and millions more to watch the show live on Netflix
The First AI-Grown Land The Singularity has been collapsing the cost of intelligence, energy, code, and even protein folding toward zero, but the cost of land has seemed permanently immune to technological deflation, until
United Airlines Chief Executive Officer Scott Kirby warned the oil price could hit $175, something that would cause a dramatic hike in jet-fuel costs https://t.co/IlhHwfIXA9
The war in the Middle East has created major disruptions to global supplies of nitrogen-based crop nutrients. Now a potentially bigger threat is emerging in another important part of the fertilizer market. https://t.co/QOQwT4mvik
Americans are about to get a crash course in the global economy: Higher prices are coming for pineapples, plastic, chocolate and berries https://t.co/tBEMuSMruK
The rising temperatures in Ilulissat, Greenland, are causing the permafrost to melt, buildings to sink and pipes to crack but they also have consequences that ripple across the rest of the world. https://t.co/qNuRAHgbzg
ChatGPT helped Sid find cancer treatment options after doctors said there was nothing left for him to do: [QT @sytses: Looking forward to speaking at OpenAI Forum in a week on how I leveraged ChatGPT to find cancer treatment options after doctors said there was nothing left for me to do. https://t.co/iO26Nizrym]
Caught up with @karpathy for a new @NoPriorsPod: on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects 02:55 - What Capability Limits Remain? 06:15 - What https://t.co/IK14VOd44F
Hedge fund Old West Investment Management notched up a a 31% gain after it went all in on energy stocks when oil was trading around $60 a barrel https://t.co/T4SAJt2eer
South Korea shut down the heart of Seoul for a comeback concert by Kpop supergroup BTS as authorities prepared for an estimated 260,000 fans to flood the streets and millions more to watch the show live on Netflix https://t.co/sNXoVVh6LL https://t.co/sNXoVVh68H
Layoffs, consolidation, streaming losses and the rise of the creator economy are reshaping Hollywood, raising questions about whether the industry is just hitting a rough patch or in terminal decline https://t.co/ZZXB2x8daI https://t.co/3nKYbWnbPo
BREAKING: Elon Musk offers to pay the salaries of TSA personnel amid the ongoing Department of Homeland Security funding lapse. https://t.co/9yaFYDi9ZS
[X] I affirm the direction set out in the mandate, will help translate it into thoroughly reasoned strategies for my domain, and will maintain an exclusive and energetic focus on the mission-critical tasks necessary for its implementation, from today until my last day at the EF. [QT @aerugoettinea: [X] I affirm the direction set out in the mandate, will help translate it into thoroughly reasoned strategies for my domain, and will maintain an exclusive and energetic focus on the mission-critical tasks necessary for its implementation, from today until my last day at the EF. https://t.co/lO7r0hig2a]
exceptional interview with @plaid co-founder @williamhockey that every single stablecoin, defi and "agentic finance" founder should listen to https://t.co/Cg9jYPNC3k
US gold-backed ETF holdings fell -30 tonnes this week, to 3,077 tonnes, 3rd consecutive weekly decline, -62 tonnes over last 3 weeks, erased all gains since start of 2026.
BREAKING: US gold-backed ETF holdings fell -30 tonnes this week, to 3,077 tonnes, marking the 3rd consecutive weekly decline. Over the last 3 weeks, holdings have dropped -62 tonnes, erasing all gains since the start of 2026. Meanwhile, the largest gold-backed ETF, $GLD, has https://t.co/y0bCOeU6bj
JUST IN: Beef processing giant Cargill is reportedly using AI to extract millions of dollars worth of "extra meat off the bone" in its slaughterhouses.
played around with these enough that I feel confident in saying opus 4.6 better for: frontend, product, design, devops codex 5.4 better for: backend, code reviews, security
This was one of the “markdown IS code” moments for me [QT @Voxyz_ai: @garrytan the part that surprised me most was claude detecting codex running on the same machine and offering to hand off for review. didn't configure it. it just figured out there was another AI available and asked if i wanted a second opinion. i was literally about to set that up]
Active asset managers cutting equity exposure, NAAIM Exposure Index down to 60 points, lowest since the April 2025 sell-off.
这表明活跃投资经理对美国股市持谨慎或看跌情绪，可能预示市场即将出现疲软，促使投资者重新评估风险。
Active asset managers are cutting equity exposure: The NAAIM Exposure Index is down to 60 points, the lowest since the April 2025 sell-off. This index measures average exposure to US equities reported by members of the National Association of Active Investment Managers. Since https://t.co/y0cXiJ9WpL
S&P just broke below its 200 Daily Moving Average, critical support level.
这一技术指标暗示潜在的看跌趋势，预示投资者风险增加，市场可能进入调整期。
The S&P just broke below its 200 Daily Moving Average, which is a critical support level This substantially increases the odds that stocks could really start to drop materially from here Is a market breakdown underway? WATCH: https://t.co/6TttONF82M https://t.co/fYK2EMbfE3
For another year, the Finns have cracked the code of contentment. The 2026 World Happiness Report ranked Finland as the happiest country for the ninth year in a row. Fellow Nordic countries Iceland and Denmark rounded out the top three. Costa Rica was in fourth place, the https://t.co/LK27RWn5OO
US gold-backed ETF holdings fell -30 tonnes this week, to 3,077 tonnes; -62 tonnes in 3 weeks; erasing all gains since the start of 2026
这一持续下降表明投资者情绪发生显著转变，或资产配置从黄金支持的ETF转向其他资产类别。
BREAKING: US gold-backed ETF holdings fell -30 tonnes this week, to 3,077 tonnes, marking the 3rd consecutive weekly decline. Over the last 3 weeks, holdings have dropped -62 tonnes, erasing all gains since the start of 2026. Meanwhile, the largest gold-backed ETF, $GLD, has https://t.co/y0bCOeU6bj
FEDWATCH: “.. If [India’s tanker] passage is successful, other countries may follow the Indian example. .. “.. the only way crude price volatility cools off is if there is a decisive winner, which is increasingly looking to be Iran.” [Emons] https://t.co/eejQS22tjP
It's working guys. This is exactly what I built for myself and what you can have for you now. It's also free and open source and you can fork it and make it your own. I don't want to hear the hate. This is a gift! [QT @Voxyz_ai: spent an evening running the full gstack sprint on a real feature. /office-hours → /plan-ceo-review → /plan-eng-review → build → /review → /ship. three things stood out: /design-consultation analyzed my existing site, found inconsistencies, proposed updates to my design https://t.co/MTksp8y52c]
United Airlines $UAL, lower capacity by 5%, less profitable routes, surging fuel prices, Iran war
这家主要航空公司的运营调整凸显了地缘政治事件和商品价格波动对企业盈利能力和服务供应的直接财务影响。
United Airlines $UAL plans to lower its capacity by 5% across less profitable routes in the near term in response to surging fuel prices - SA https://t.co/gH4xPlhWob
Hundreds of thousands, Prague, demonstration, Prime Minister Andrej Babis, anti-government
此次大规模示威活动代表了捷克共和国公众对政府的强烈不满和政治反对，可能影响当前政府的稳定性和政策。
Hundreds of thousands of people rallied in the Czech capital of Prague in a demonstration against the cabinet led by billionaire Prime Minister Andrej Babis. https://t.co/qGK2hRVfyY
About 8 in 10 Americans who re-enrolled in Affordable Care Act marketplace coverage say their health care costs are higher this year, including about half who say their costs are "a lot" higher, according to a survey from the health care research nonprofit KFF.
Evidence that AI models can, indeed, learn "taste" in this paper where a small model, trained on citations, is able to predict which papers will be hits Citations, upvotes & shares are signals that can teach AI judgment about quality, not just execution. https://t.co/2KWBQIMqt0 https://t.co/nI26UhdI9c
I hope that in the “refocusing” OpenAI does not drop Pulse, which I find insanely useful for surfacing important but under-the-radar news items almost daily.
the MAIN issue I’ve experienced is … there is a direct relationship with % code written by an agent AND % of your mental model you are outsourcing. what do I mean… agent writes 90% of the repo and now you’re QA with commit access. Amazing. feels fast until you need to pivot
Active asset managers are cutting equity exposure: The NAAIM Exposure Index is down to 60 points, the lowest since the April 2025 sell-off. This index measures average exposure to US equities reported by members of the National Association of Active Investment Managers. Since https://t.co/kxi2lj9WpL
Today, the top 1% holds the largest share of wealth in nearly 90 years. This is exactly why rising food and energy prices are so concerning. When inequality is already deeply embedded, these pressures become the catalyst for social unrest. It raises the risk of an “Arab Spring
If your kid’s lemonade stand processes 0.5–1% of US GDP, then yes, that’s a fair analogy for @tryramp. Ramp’s data is useful for the same reason it gets cited at all: it is quite consistent with the revenue figures OpenAI and Anthropic release. If it weren’t, no one would care.
The gap between the official EPA single-charge range for these EVs and their real-world driving range is the worst in the industry, according to Consumer Reports.
Fear & Greed Index 14.6, "Extreme Fear," lowest since November
该指数的急剧下降反映了投资者悲观情绪显著增加，达到了过去四年中仅在市场低迷时期出现的水平。
BREAKING: The Fear & Greed Index is down to 14.6, the lowest since November and down -50.9 points since January. This is now well below the 30-point threshold, signaling "Extreme Fear" among investors. Over the last 4 years, such depressed levels have only been seen in November https://t.co/FuAPegJXB7
NAAIM Exposure Index 60 points, lowest since April 2025
这表明活跃的资产管理人正在大幅削减其对美国股票的敞口，反映了在当前市场环境下的谨慎或防御性立场。
Active asset managers are cutting equity exposure: The NAAIM Exposure Index is down to 60 points, the lowest since the April 2025 sell-off. This index measures average exposure to US equities reported by members of the National Association of Active Investment Managers. Since https://t.co/kxi2lj9WpL
Solana Mobile dapp store, Gaming dominant category
这表明Solana移动生态系统中，游戏领域吸引了大量的用户和开发者关注，是其发展的一个关键增长点。
🫳🎤 [QT @semiii: Current distrbution of apps on the @solanamobile dapp store Gaming is the most dominant category by a huge margin. https://t.co/f2n2r6LxUh]
rarible brand and platform sold to impossible finance but RARI token governance structure stays separate. token holders now govern a protocol detached from the actual marketplace. $77k daily volume on a $2.75m cap means you're not exiting any real position. governance tokens
global economy’s first collective health check, Middle East, business surveys, US to euro zone
这些商业调查将提供关于地缘政治冲突对全球经济影响的初步数据，对投资者和政策制定者具有重要参考价值。
The global economy’s first collective health check since war broke out in the Middle East will arrive this week in the form of business surveys from the US to the euro zone https://t.co/X7vuSRz2LC
8 in 10 Americans, Affordable Care Act marketplace coverage, health care costs are higher, half say "a lot" higher, KFF survey
这表明美国消费者在ACA框架下的医疗保健负担持续增加，可能对家庭预算产生显著影响。
About 8 in 10 Americans who re-enrolled in Affordable Care Act marketplace coverage say their health care costs are higher this year, including about half who say their costs are "a lot" higher, according to a survey from the health care research nonprofit KFF.
China’s internet, never fully free, never fully controlled, new book, same tension, shape the future of AI
这表明中国在AI发展上的政策和控制模式，将是全球AI格局演变的关键因素。
China’s internet was never fully free — but never fully controlled either. A new book argues that same tension may shape the future of AI. https://t.co/AFW25GEQ0M
If your kid’s lemonade stand processes 0.5–1% of US GDP, then yes, that’s a fair analogy for @tryramp. Ramp’s data is useful for the same reason it gets cited at all: it is quite consistent with the revenue figures OpenAI and Anthropic release. If it weren’t, no one would care. https://t.co/eOlFZZhuC
Consumer Reports, EPA single-charge range, real-world driving range, worst in the industry
这一发现可能影响消费者对电动汽车续航能力的信心，并促使制造商提高实际性能或更准确地报告续航数据。
The gap between the official EPA single-charge range for these EVs and their real-world driving range is the worst in the industry, according to Consumer Reports. https://t.co/WEdWs1Wm2V
Wealthy investors, century-old tax law, transfer appreciated stocks, new ETFs, without paying a dime in capital gains
Wealthy investors are using a century-old tax law to transfer appreciated stocks into new ETFs without paying a dime in capital gains. https://t.co/qhGLUyaFII
"NVDA gone from $150 to $800 I was long-term in it, and I couldn't deal with it, so I sold. Then it was $1,400 like 5 weeks later, and I was sick," Druckenmiller said. https://t.co/xGNTmXmzVC
Robert S. Mueller III, the FBI director who transformed the FBI into a terrorism-fighting force after the Sept. 11, 2001, attacks and who later became special counsel in charge of investigating ties between Russia and Donald Trump's presidential campaign, has died. He was 81.
Rarible brand and platform sold to Impossible Finance, RARI token governance structure stays separate, protocol detached from the actual marketplace, $77k daily volume, $2.75m cap
rarible brand and platform sold to impossible finance but RARI token governance structure stays separate. token holders now govern a protocol detached from the actual marketplace. $77k daily volume on a $2.75m cap means you're not exiting any real position. governance tokens
As rising energy prices and growing inflation fears make corporate bonds look increasingly risky, big money managers have been looking at buying mortgage bonds and other securitized debt instead.
California; 2027-28 school year; New personal finance course; High schoolers; Require for graduation; 2031 class
这项政策旨在提升加州高中生的金融素养，帮助他们在毕业后更好地管理财务、避免债务并积累财富。
Great! [QT @CAgovernor: Starting in the 2027-28 school year, California will offer a new personal finance course to high schoolers and require it for graduation beginning with the 2031 class. Every Californian should leave high school with the tools to manage money, avoid debt, and build wealth. https://t.co/0ofyPauh3W]
If your kid’s lemonade stand processes 0.5–1% of US GDP, then yes, that’s a fair analogy for @tryramp. Ramp’s data is useful for the same reason it gets cited at all: it is quite consistent with the revenue figures OpenAI and Anthropic release. If it weren’t, no one would care.
The race to the moon was one of the greatest displays of American innovation. Nearly 60 years since NASA sent the first humans to ever land on the lunar surface, the U.S. is going back. The space agency is launching a series of increasingly difficult return missions, known https://t.co/3C7YX0MwZ4
"NVDA gone from $150 to $800 I was long-term in it, and I couldn't deal with it, so I sold. Then it was $1,400 like 5 weeks later, and I was sick," Druckenmiller said. https://t.co/xGNTMmwzVC
Wealthy investors; Century-old tax law; Transfer appreciated stocks into new ETFs; Without paying capital gains
这揭示了高净值个人在股票市场中利用现有税法进行资产配置和税收优化的一种策略。
Wealthy investors are using a century-old tax law to transfer appreciated stocks into new ETFs without paying a dime in capital gains. https://t.co/qhGLUyaFII
罗伯特·S·穆勒三世（Robert S. Mueller III）去世，享年81岁。他曾任FBI局长，并在9/11后将FBI转型为反恐力量，后担任调查俄罗斯与特朗普竞选团队关系的特别检察官。
Robert S. Mueller III; FBI director; Special counsel; Died; 81
穆勒三世是一位在反恐和政治调查中扮演关键角色的美国公共人物，其逝世标志着一个时代的结束。
Robert S. Mueller III, the FBI director who transformed the FBI into a terrorism-fighting force after the Sept. 11, 2001, attacks and who later became special counsel in charge of investigating ties between Russia and Donald Trump's presidential campaign, has died. He was 81.
rarible brand and platform sold to impossible finance but RARI token governance structure stays separate. token holders now govern a protocol detached from the actual marketplace. $77k daily volume on a $2.75m cap means you're not exiting any real position. governance tokens
The global economy’s first collective health check since war broke out in the Middle East will arrive this week in the form of business surveys from the US to the euro zone https://t.co/X7vuSRz2LC
Great! [QT @CAgovernor: Starting in the 2027-28 school year, California will offer a new personal finance course to high schoolers and require it for graduation beginning with the 2031 class. Every Californian should leave high school with the tools to manage money, avoid debt, and build wealth. https://t.co/0ofyPauh3W]
gpt-5.4 for frontend: [QT @sherwinwu: If you put in the thought and intentionality required for it, you actually get pretty great frontends from GPT-5.4! Check out some best practices here: https://t.co/mv7vKWfLUM]
Ramp’s data is useful, revenue figures OpenAI and Anthropic
Ramp数据被认为是衡量AI行业巨头业绩的可靠指标，其一致性增强了市场对AI公司财务表现的信心。
If your kid’s lemonade stand processes 0.5–1% of US GDP, then yes, that’s a fair analogy for @tryramp. Ramp’s data is useful for the same reason it gets cited at all: it is quite consistent with the revenue figures OpenAI and Anthropic release. If it weren’t, no one would care.
The temptation to knifecatch and call bottoms is not what bottoms are made of when you get a crisis on the order of what is happening When it’s time to buy, nobody will want to [QT @MikeZaccardi: Historically, the S&P 500 bottoms 15 trading days after a geopolitical event begins DB. @augurinfinity @soberlook https://t.co/j2yBwkAig https://t.co/9G1EyxjbxR]
Dow Jones, momentum has fallen off a cliff, CCI has just dipped below 100
技术分析师认为道琼斯指数面临显著下行压力，投资者需警惕潜在的市场波动。
They laughed They mocked They wept. https://t.co/KUBmvSXxyu [QT @great_martis: **DOW JONES** ✨ Ladies and gentlemen, royals, dignitaries, my respected followers and subscribers… We are at a critical juncture on the Dow Jones. Momentum has fallen off a cliff, while the CCI has just dipped below 100 ....one of my favourite weekly indicators screaming https://t.co/JOAbrHcLHi]
U.S. ammo shortage, revitalize the U.S. defense industry base
美国军事准备面临关键挑战，弹药供应不足可能影响其国防能力，需要政策制定者紧急应对以加强国家安全。
The U.S. ammo shortage is worse than you think. Congress and the Pentagon need to revitalize the U.S. defense industry base—and they need to act fast, writes Seth G. Jones https://t.co/OZjU6QWUzY
One exit won’t cure the FDA’s culture. The agency’s mindset remains: evidentiary maximalism detached from clinical reality, indifference to patient urgency, and hostility to the flexibility Congress intended, writes Robert M. Goldberg https://t.co/4PGqeRjicS