Fed Governor Stephen Miran says he moved up his projection for where rates should end the year by half a percentage point in response to disappointing inflation data since officials last issued forecasts in December
Iran rejected US 15-point ceasefire proposal; conditions included giving up all domestic enrichment and destroying nuclear infrastructure; US paratroopers deploying simultaneously
Iran rejected President Donald Trump's ceasefire proposal Wednesday as U.S. Army paratroopers head to the region. The United States sent Iran a 15-point proposal to pause the war. As part of the plan, Iran would have to give up all domestic enrichment, destroy its nuclear
I want you to understand how unusual this is. 6:49 AM on Monday: A sudden surge in oil futures trading, approximately $580 million in volume, no news, no announcement, nothing public. 7:05 AM: Trump announces a pause on Iran strikes. Markets move immediately. Roughly $580
Netanyahu ordered maximum effort in next 48 hours to destroy Iran's weapons industry; Trump rejected Netanyahu's proposal to call for civilian uprising
Israel's Prime Minister Netanyahu ordered maximum effort to be made in the next 48 hours to destroy as much as possible of Iran's weapons industry, per NYT
BREAKING: Russia is close to completing a phased shipment of drones, medicine, and food to Iran, per FT. Details include: 1. Russia and Iran reportedly began secretly discussing delivering drones days after Israel and the US attacked Tehran 2. Russia has been providing Iran
The U.S. military is preparing to deploy at least 1,000 troops from the 82nd Airborne Division to the Middle East in the coming days, according to three people with knowledge of the plans.
morpho dropped from $10b to $7b TVL after the resolv exploit but steakhouse had zero exposure while gauntlet lost $6m across USDC vaults. market punishing all morpho positions equally when this was curator risk management failure not protocol failure. the $6.2m public allocator
Intraday market volatility has rarely been this elevated: Front-month $VIX futures intra-day volatility is up to 388.2, the highest reading in at least 6 months. This index tracks $VIX futures price swings within a single trading day, measured in 15-minute intervals.
New on the Engineering Blog: How we designed Claude Code auto mode. Many Claude Code users let Claude work without permission prompts. Auto mode is a safer middle ground: we built and tested classifiers that make approval decisions instead.
Two high-profile progressive lawmakers are introducing a bill Wednesday that would pause new data centers in the United States until national safeguards are in place to protect workers and consumers and ensure the technologies don't harm the environment.
Wall Street's main indexes closed higher as oil prices fell and Iran reviewed a US proposal to end the war in the Middle East, feeding investors' hopes for de-escalation in the conflict's fourth week.
US 15-point proposal: Iran must give up all domestic enrichment, destroy nuclear infrastructure; Iran rejected + counterproposal; Iran demands Lebanon included; US paratroopers deploying to region
Iran rejected President Donald Trump's ceasefire proposal Wednesday as U.S. Army paratroopers head to the region. The United States sent Iran a 15-point proposal to pause the war. As part of the plan, Iran would have to give up all domestic enrichment, destroy its nuclear...
I want you to understand how unusual this is. 6:49 AM on Monday: A sudden surge in oil futures trading, approximately $580 million in volume, no news, no announcement, nothing public. 7:05 AM: Trump announces a pause on Iran strikes. Markets move immediately.
Israel's Prime Minister Netanyahu ordered maximum effort to be made in the next 48 hours to destroy as much as possible of Iran's weapons industry, per NYT
BREAKING: Russia is close to completing a phased shipment of drones, medicine, and food to Iran, per FT. Details include: 1. Russia and Iran reportedly began secretly discussing delivering drones days after Israel and the US attacked Tehran 2. Russia has been providing Iran
Iran has been laying traps and moving additional military personnel and air defenses to Kharg Island in recent weeks in preparation for a possible US operation to take control of the island, per CNN
The Japan 2-year yield has hit 30-year highs. Sayonara. 🇯🇵 Japanese and Australian yields are leading the developed world higher, while the rest of the developed countries are starting to play catch up. Debt servicing obligations are about to rocket. Guess what happens next
Former Goldman Sachs CEO Lloyd Blankfein says the long absence of a market reckoning has allowed private equity inventory to accumulate like "tinder." He tells @flacqua investors need to know that "eventually a spark will come."
New on the Engineering Blog: How we designed Claude Code auto mode. Many Claude Code users let Claude work without permission prompts. Auto mode is a safer middle ground: we built and tested classifiers that make approval decisions instead.
OpenAI just announced $1 BILLION in grants to make sure AI actually benefits all of humanity. Key focus: Speeding up life sciences/health research; Handling AI impact on jobs, the economy, and kids mental health; Building societal resilience as AI keeps advancing
Landmark jury verdict: Meta & Google liable for harming young user via addictive product design; potential classification alongside Big Tobacco/opioid makers
A landmark jury verdict holding Meta and Google liable for harming a young user with products designed to be addictive threatens to put the social networking companies in the same category as Big Tobacco and opioid makers
Israel's Prime Minister Netanyahu ordered maximum effort to be made in the next 48 hours to destroy as much as possible of Iran's weapons industry, per NYT
BREAKING: Iran has granted Spain safe passage through the Strait of Hormuz as Spain continues to prohibit the US from using its military bases for operations against Iran.
Iran rules out direct US talks; reviews US peace proposal; White House vs Iran officials: contradictory statements; GOP lawmakers questioning war end goals
I asked Netanyahu's foreign policy advisor @FalkOphir why Israel is skeptical of U.S.-Iran peace talks. His answer: "Well, Iran always lies. We've we've learned that they always lie. But more importantly, our objective is to remove the existential threat posed by this ayatollah"
Iran has been laying traps and moving additional military personnel and air defenses to Kharg Island in recent weeks in preparation for a possible US operation to take control of the island, per CNN
The Iranian parliament is working on a draft bill to charge a fee in exchange for providing security to ships passing through the Strait of Hormuz, according to the semi-official Fars news agency
Bill to ban Congress, president, VP, senior staff, political appointees, spouses & dependents from prediction market trading (Kalshi, Polymarket); Rep. Moulton already banned staff use
Lawmakers are introducing a bill to ban Congress and the president from prediction market trading. The ban would also include: Lawmakers' dependents and spouses, senior congressional staff, political appointees, the VP & senior executive branch employees, per POLITICO
Fertilizer prices are skyrocketing: New Orleans granular urea prices, the most widely used nitrogen fertilizer, are up +89% since December, to $660 per short ton, the highest since September 2022. By comparison, the 2022 peak during the Russia-Ukraine war was $910 per short ton.
BREAKING: Foreign holdings of US Treasuries surged +$34.8 billion in January, to $9.3 trillion, the 2nd-highest on record. Japan, the largest foreign-owner, purchased +$39.8 billion, bringing the total to $1.2 trillion, the highest since July 2022.
The Japan 2-year yield has hit 30-year highs. Sayonara. 🇯🇵 Japanese and Australian yields are leading the developed world higher, while the rest of the developed countries are starting to play catch up. Debt servicing obligations are about to rocket. Guess what happens next.
This is good to see $ORBS [QT @SweatyKodi: 🚨 OpenAI just announced $1 BILLION in grants to make sure AI actually benefits all of humanity Key focus: - Speeding up life sciences/health research - Handling AI impact on jobs, the economy, and kids mental health - Building societal resilience as AI keeps advancing]
Shareholders of Super Micro Computer sued the Silicon Valley server maker, accusing it of committing securities fraud by concealing its dependence on sales to China that violated US export laws, leading to criminal smuggling charges involving Nvidia chips against a co-founder
A landmark jury verdict holding Meta and Google liable for harming a young user with products designed to be addictive threatens to put the social networking companies in the same category as Big Tobacco and opioid makers
'A diplomatic agreement is not apparent, given how far apart these points are,' says Ray Takeyh. 'But the very fact that both parties are offering points of negotiations... perhaps indicates a propensity to look for some sort of an off-ramp in an impasse.'
Iran has been laying traps and moving additional military personnel and air defenses to Kharg Island in recent weeks in preparation for a possible US operation to take control of the island, per CNN
BREAKING: Iran has granted Spain safe passage through the Strait of Hormuz as Spain continues to prohibit the US from using its military bases for operations against Iran.
Netanyahu ordered maximum effort in next 48 hours to destroy Iran's weapons industry, per NYT; Israel advisor: objective is to remove existential threat from ayatollah regime
I asked Netanyahu's foreign policy advisor @FalkOphir why Israel is skeptical of U.S.-Iran peace talks. His answer: 'Well, Iran always lies. We've learned that they always lie. But more importantly, our objective is to remove the existential threat posed by this ayatollah'
The Japan 2-year yield has hit 30-year highs. Sayonara. 🇯🇵 Japanese and Australian yields are leading the developed world higher, while the rest of the developed countries are starting to play catch up. Debt servicing obligations are about to rocket.
BREAKING: Foreign holdings of US Treasuries surged +$34.8 billion in January, to $9.3 trillion, the 2nd-highest on record. Japan, the largest foreign-owner, purchased +$39.8 billion, bringing the total to $1.2 trillion, the highest since July 2022.
Fertilizer prices are skyrocketing: New Orleans granular urea prices, the most widely used nitrogen fertilizer, are up +89% since December, to $660 per short ton, the highest since September 2022. By comparison, the 2022 peak during the Russia-Ukraine war was $910 per short ton.
A landmark jury verdict holding Meta and Google liable for harming a young user with products designed to be addictive threatens to put the social networking companies in the same category as Big Tobacco and opioid makers
Shareholders of Super Micro Computer sued the Silicon Valley server maker, accusing it of committing securities fraud by concealing its dependence on sales to China that violated US export laws, leading to criminal smuggling charges involving Nvidia chips against a co-founder
Distressed developer Vanke has begun reaching out to bondholders about delaying payment on a note due next month, while telling them that it is also weighing a broader restructuring, sources say
以色列开启疯狗式进攻…但我猜，伊朗在准备应对地面战。 [QT @unusual_whales: Israel's Prime Minister Netanyahu ordered maximum effort to be made in the next 48 hours to destroy as much as possible of Iran's weapons industry, per NYT]
"A diplomatic agreement is not apparent, given how far apart these points are," says Ray Takeyh. "But the very fact that both parties are offering points of negotiations... perhaps indicates a propensity to look for some sort of an off-ramp in an impasse."
The Iranian parliament is working on a draft bill to charge a fee in exchange for providing security to ships passing through the Strait of Hormuz, according to the semi-official Fars news agency
The Japan 2-year yield has hit 30-year highs. Sayonara. Japanese and Australian yields are leading the developed world higher, while the rest of the developed countries are starting to play catch up. Debt servicing obligations are about to rocket.
BREAKING: Foreign holdings of US Treasuries surged +$34.8 billion in January, to $9.3 trillion, the 2nd-highest on record. Japan, the largest foreign-owner, purchased +$39.8 billion, bringing the total to $1.2 trillion, the highest since July 2022.
23.8% of Chinese industrial firms unprofitable in 2025, highest since 2000, doubled since 2017, 4th consecutive annual increase, worst streak on record
China's industrial sector is under heavy pressure: 23.8% of Chinese industrial firms were unprofitable in 2025, the highest since 2000 and doubling since 2017. This marks the 4th consecutive annual increase, their worst streak on record.
BREAKING: Over 500 gas stations in Australia have now run out of fuel as the nation's fuel crisis worsens. Of these, 187 have completely run out of diesel, while 32 service stations had run out of all types of fuel.
Distressed developer Vanke has begun reaching out to bondholders about delaying payment on a note due next month, while telling them that it is also weighing a broader restructuring, sources say
以色列开启疯狗式进攻…但我猜，伊朗在准备应对地面战。 [QT @unusual_whales: Israel's Prime Minister Netanyahu ordered maximum effort to be made in the next 48 hours to destroy as much as possible of Iran's weapons industry, per NYT]
Tens of thousands of passengers remain stranded weeks into the Iran conflict, as mass cancellations across Gulf hubs overwhelm carriers and leave travelers scrambling to find ways home.
Japanese ground forces are set to actively participate in military exercises in the Philippines for the first time in post-World War II history next month, marking the deepening of ties between Manila and Tokyo
Indian Oil has bought liquefied petroleum gas from Iran for the first time in almost eight years, according to sources, as the country scrambles to avert a worsening shortage of the vital cooking fuel spurred by the war in the Middle East
CARDANO $ADA FOUNDER CHARLES HOSKINSON ON MIDNIGHT/MONUMENT ANNOUNCEMENT: 'THIS IS ONE OF THE LARGEST DEALS WE'VE EVER DONE AND COULD BRING HUNDREDS OF MILLIONS TO BILLIONS OF TVL TO THE MIDNIGHT ECOSYSTEM.'
China's industrial sector is under heavy pressure: 23.8% of Chinese industrial firms were unprofitable in 2025, the highest since 2000 and doubling since 2017. This marks the 4th consecutive annual increase, their worst streak on record.
The South Korean government will conduct an emergency buyback of $3.3 billion in sovereign bonds to stabilize markets amid heightened volatility linked to the Iran war
Human: 100% AI: <1%
Finally a non-saturated benchmark!
hill climbing this will require quite a few algorithmic innovations.
[QT @GregKamradt: Today we're launching ARC-AGI-3. 135 Novel Environments (nearly 1K levels) we build by hand. It is the only unsaturated agent benchmark in the world. Each game is 100% human solvable, AI scores <1%. This gap between human and AI performance proves we do not have AGI]
ChangXin Memory Technologies more than doubled revenue to $8 billion in 2025, giving the strategically important Chinese chipmaker a major boost ahead of one of this year's biggest domestic IPOs
Distressed developer Vanke has begun reaching out to bondholders about delaying payment on a note due next month, while telling them that it is also weighing a broader restructuring, sources say
BREAKING: Over 500 gas stations in Australia have now run out of fuel as the nation's fuel crisis worsens. Of these, 187 have completely run out of diesel, while 32 service stations had run out of all types of fuel.
Indian Oil has bought liquefied petroleum gas from Iran for the first time in almost eight years, according to sources, as the country scrambles to avert a worsening shortage of the vital cooking fuel spurred by the war in the Middle East
Trump administration officials are examining what a potential spike in oil prices would mean for the economy, according to sources, a sign senior officials are studying the possible fallout from extreme scenarios for the Iran war
CARDANO $ADA FOUNDER CHARLES HOSKINSON ON MIDNIGHT/MONUMENT ANNOUNCEMENT: "THIS IS ONE OF THE LARGEST DEALS WE'VE EVER DONE AND COULD BRING HUNDREDS OF MILLIONS TO BILLIONS OF TVL TO THE MIDNIGHT ECOSYSTEM."
BREAKING: Over 500 gas stations in Australia have now run out of fuel as the nation's fuel crisis worsens. Of these, 187 have completely run out of diesel, while 32 service stations had run out of all types of fuel.
The South Korean government will conduct an emergency buyback of $3.3 billion in sovereign bonds to stabilize markets amid heightened volatility linked to the Iran war.
Global investors are on track to withdraw a record amount from Asian emerging-market equities excluding China, as surging oil prices due to the Middle East conflict clouds the region's outlook.
ChangXin Memory Technologies more than doubled revenue to $8 billion in 2025, giving the strategically important Chinese chipmaker a major boost ahead of one of this year's biggest domestic IPOs.
Trump administration officials are examining what a potential spike in oil prices would mean for the economy, according to sources, a sign senior officials are studying the possible fallout from extreme scenarios for the Iran war.
Monument Bank tokenizes £250M UK retail deposits on Midnight blockchain; Hoskinson: 'one of the largest deals we've ever done'; 'hundreds of millions to billions of TVL'
CARDANO $ADA FOUNDER CHARLES HOSKINSON ON MIDNIGHT/MONUMENT ANNOUNCEMENT: "THIS IS ONE OF THE LARGEST DEALS WE'VE EVER DONE AND COULD BRING HUNDREDS OF MILLIONS TO BILLIONS OF TVL TO THE MIDNIGHT ECOSYSTEM."
The ECB may hike interest rates at its next meeting if the price outlook continues to deteriorate due to the Iran war, Governing Council member Joachim Nagel tells Reuters
South Korea will raise a cap on fuel prices effective March 27 at midnight and expand fuel tax breaks to ease the burden on consumers dealing with the fallout from the US-Israeli war on Iran, the government said.
EPP new vote attempt March 26; ChatControl — indiscriminate scanning of ALL private messages, emails, photos; Instagram and TikTok DM encryption already removed
the europoors have been trying to add backdoors to your private chats for over a year straight now and everytime they fail, they silently try again Insta and TikTok already removed encryption in DMs, the war is underway encrypt your shit and win
ChangXin Memory Technologies more than doubled revenue to $8 billion in 2025, giving the strategically important Chinese chipmaker a major boost ahead of one of this year's biggest domestic IPOs
A Turkish tanker in the Black Sea laden with crude oil reported a suspected undersea attack early Thursday but there was no oil spill, maritime authorities say
Officials in Berlin have started mapping vulnerabilities in US supply chains to identify points where Germany and its EU partners could apply pressure, sources say
The ECB may hike interest rates at its next meeting if the price outlook continues to deteriorate due to the Iran war, Governing Council member Joachim Nagel tells Reuters
G7 meeting Monday (finance ministers, energy ministers, central bankers); France GDP forecast 1%; new oil price cushion measures incoming; expects economic slowdown due to energy price volatility
Iran war causing global energy supply disruption; South Korea national energy emergency; Thai fishing industry near standstill; European gas prices rising on US-Iran talks uncertainty; Asian high-end tech stocks cited as best hedge per EM fund
South Korean President Lee Jae Myung called on the public to pare back power usage and ride public transport rather than driving cars as his government mounts a national effort to avoid energy shortages should the Iran conflict drag on
Officials in Berlin have started mapping vulnerabilities in US supply chains to identify points where Germany and its EU partners could apply pressure, sources say
The ECB may hike interest rates at its next meeting if the price outlook continues to deteriorate due to the Iran war, Governing Council member Joachim Nagel tells Reuters
Travelers hoping for a drop in long-haul airfares are in for a brutal reality check. Ticket prices on major routes connecting Asia and Europe have surged up to 560% this month, and are likely to stay elevated as war-related disruptions ripple through the Persian Gulf
Multiple air raid warnings + missile impacts in Tel Aviv; IDF: 350+ Hezbollah sites destroyed, 330+ terrorists eliminated in S. Lebanon; Hezbollah senior official admits 15-month rearming
Iran sole Hormuz exporter; Saudi flows to China/India slipping; Iran plans Hormuz transit fees; Japan lifts coal plant restrictions for 1 year (Nikkei)
"Tech saw the biggest inflows, its largest ever in our data since '08 (8th largest as a % of S&P 500 Tech market cap)." ~ BofA So I guess everyone isn't bearish then?
Pentagon developing 'final blow' military options for Iran: ground forces + massive bombing campaign (Axios); thousands more US troops deployed to Middle East (CNBC)
BREAKING: President Trump's "five-day" pause on strikes against Iranian power plants and energy infrastructure is set to expire in 48 hours, with no new announcement of an extension.
Iranian missiles intercepted by IDF; multiple Tel Aviv air raid warnings; 330+ Hezbollah fighters eliminated; 350+ sites targeted in S. Lebanon; Senior Hezbollah official admits rearming
❗️SENIOR HEZBOLLAH OFFICIAL ADMITS TO REARMING: Over the past 15 months, Hezbollah has been rebuilding their missile arsenal, suicide drones, and ground forces. This is exactly what we're operating against.
EU Parliament votes to remove tariffs on US industrial goods; Germany drafting plan targeting US tech firms, drug supplies, manufacturers in next Trump trade dispute (exclusive)
Germany is drafting a plan for the European Union to squeeze US tech firms, drug supplies and manufacturers in its next dispute with Donald Trump, sources say.
Shield AI has raised $2 billion at a valuation of $12.7 billion, more than doubling its value from a year ago, underscoring investor demand for defense technology and artificial intelligence.
'Tech saw the biggest inflows, its largest ever in our data since '08 (8 th largest as a % of S&P 500 Tech market cap).' ~ BofA So I guess everyone isn't bearish then?
BREAKING: President Trump's "five-day" pause on strikes against Iranian power plants and energy infrastructure is set to expire in 48 hours, with no new announcement of an extension.
Strait of Hormuz at standstill for 3rd week of war (Windward); Iran plans to charge ships for 'safe passage'; Transneft reports extra load on pipeline system
Traffic through the Strait of Hormuz remained at a standstill during the third week of the war, although some limited movement was observed, according to the maritime intelligence service Windward
NATO's European allies and Canada increased their defense spending nearly 20% for the second straight year in 2025, yielding to Trump's demands and responding to mounting threats from Russia
BREAKING: The Iran War will fuel a surge in US inflation to 4.2% this year, the highest in the G7, according to a newly released OECD forecast. Details include: 1. The jump in inflation is expected to slow US GDP growth to 2.0% this year and 1.7% in 2027 2. Global growth is
Of 30 @Bloomberg commodity subindexes charted below, 21 had positive YTD total returns; each of top-five subindexes with largest YTD total returns were oil-related; heating oil had largest YTD total returns, at >85% (too bad cocoa can't be used to heat homes)
Initial jobless claims up to 210k vs. 210k est. & 205k prior; continuing claims at 1.819M vs. 1.849M est. & 1.851M prior… greatest increases in KY (+3.3k), OK (+1.2k), & TN (+0.6k); greatest decreases in CA (-4.0k), MO (-3.3k), & NY (-2.8k)
The market is worried about memory because of $GOOGL's TurboQuant compression of the KV Cache shows you how little investors know about specific technical changes and what they actually mean. Some of my thoughts on this topic: 1. The TurboQuant concept is not new; it was
Shield AI raises $2B at $12.7B valuation; valuation more than doubled YoY
Shield AI估值一年内翻番，印证了伊朗战争背景下投资者对国防AI技术的强劲需求。同期Aligned Data Centers亦完成25.8亿美元循环信贷融资，国防与数据基础设施两大赛道均录得大规模融资，反映出战时环境催生的结构性资本流向。
Shield AI has raised $2 billion at a valuation of $12.7 billion, more than doubling its value from a year ago, underscoring investor demand for defense technology and artificial intelligence.
BREAKING: The Pentagon is developing military options for a "final blow" in Iran that could include the use of ground forces and a massive bombing campaign, per Axios. US officials provide 4 "final blow" options: 1. Invading or blockading Kharg Island, Iran's main oil export
BREAKING: President Trump's "five-day" pause on strikes against Iranian power plants and energy infrastructure is set to expire in 48 hours, with no new announcement of an extension.
Traffic through the Strait of Hormuz remained at a standstill during the third week of the war, although some limited movement was observed, according to the maritime intelligence service Windward
BREAKING: Israel wanted to assassinate Iran's Foreign Minister Aragchi and speaker Ghalibaf and had coordinates of their movements, but Pakistan warned the US against it, per Reuters. Pakistan told the US that if Israel kills Aragchi and Ghalibaf, "there will be no one left in
BREAKING: The Iran War will fuel a surge in US inflation to 4.2% this year, the highest in the G7, according to a newly released OECD forecast. Details include: 1. The jump in inflation is expected to slow US GDP growth to 2.0% this year and 1.7% in 2027 2. Global growth is
Initial jobless claims up to 210k vs. 210k est. & 205k prior; continuing claims at 1.819M vs. 1.849M est. & 1.851M prior… greatest increases in KY (+3.3k), OK (+1.2k), & TN (+0.6k); greatest decreases in CA (-4.0k), MO (-3.3k), & NY (-2.8k)
BREAKING: The Pentagon is developing military options for a "final blow" in Iran that could include the use of ground forces and a massive bombing campaign, per Axios. US officials provide 4 "final blow" options: 1. Invading or blockading Kharg Island, Iran's main oil export
Iran formally rejected US 15-point proposal via Pakistan intermediary; Iran's stated position: 'one-sided and unfair'; core demand confirmed: right to enrich uranium (per US Envoy Witkoff)
BREAKING: The Iran War will fuel a surge in US inflation to 4.2% this year, the highest in the G7, according to a newly released OECD forecast. Details include: 1. The jump in inflation is expected to slow US GDP growth to 2.0% this year and 1.7% in 2027 2. Global growth is
Software companies fear AI agents could disrupt their entire industry: A record 27 US public software firms identified AI agents as a competitive risk in their filings in Q1 2026. The number has more than doubled since Q2 2025. By comparison, in Q4 2024, just 2 firms flagged
Iran formally responded to US 15-point proposal via Pakistan; 'one-sided and unfair'; demands ceasefire incl. all resistance factions; insists on uranium enrichment right (per US envoy Witkoff)
BREAKING: President Trump says the Iran War was a 'test' for NATO and he is 'so disappointed in NATO.' 'Remember my statements in a number of months from now... never forget,' Trump says.
BREAKING: Israel wanted to assassinate Iran's Foreign Minister Aragchi and speaker Ghalibaf and had coordinates of their movements, but Pakistan warned the US against it, per Reuters. Pakistan told the US that if Israel kills Aragchi and Ghalibaf, 'there will be no one left in'
ECB Lagarde: 'facing a real shock... probably beyond what we can imagine right now'; damage may take years to restore; 'markets are maybe overly optimistic'
Turkey's central bank sold and swapped about 60 tons of gold, worth more than $8 billion, in two weeks after the start of the war in Iran, adding to downward pressure on bullion prices
谷歌发布Gemini 3.1 Flash Live，原生理解音频，在ComplexFuncBench及Scale AI AudioMultiChallenge两项基准测试中均位居榜首
Gemini 3.1 Flash Live: leads ComplexFuncBench + Scale AI AudioMultiChallenge; native audio understanding; described as 'highest-quality audio and voice model yet'
Jeff Dean和Sundar Pichai双双背书，强调语音交互已成为AI使用主流方式。该模型填补了此前Gemini在复杂语音指令处理上的短板，进一步加剧与OpenAI语音产品的竞争格局。
📢 Another exciting step forward today with the launch of Gemini 3.1 Flash Live. It natively understands audio, making it much more capable of handling complex instructions. It leads on ComplexFuncBench, and on Scale AI's AudioMultiChallenge, demonstrating skill in complex
Software companies fear AI agents could disrupt their entire industry: A record 27 US public software firms identified AI agents as a competitive risk in their filings in Q1 2026. The number has more than doubled since Q2 2025. By comparison, in Q4 2024, just 2 firms flagged
Every name in the Magnificent 7 is down by more than 10% off its highs — $AAPL: -12.5%, $NVDA: -15.8%, $GOOGL: -17.1%, $AMZN: -18.1%, $TSLA: -22.6%, $META: -25.3%, $MSFT: -33.2%
Iran formally responded via Pakistan intermediary; rejected US proposal as 'one-sided, unfair, serving only US/Israel interests'; insisted on uranium enrichment right + all-fronts ceasefire; Pakistan Army Chief Asim Munir confirmed as key backchannel (WSJ)
Senior Iranian Official: Iran's initial response, which was also conveyed to Pakistan, was that the proposal lacks the minimum requirements for success - Sources
BREAKING: President Trump says the Iran War was a 'test' for NATO and he is 'so disappointed in NATO.' 'Remember my statements in a number of months from now... never forget,' Trump says.
Iran allowed 10 oil tankers through Strait of Hormuz (8 + 2 after apology); Pakistani-flagged; Trump called it a 'gift'; US Treasury: insurance program for Hormuz shipping coming soon
🇺🇸 PRESIDENT TRUMP JUST SAID: - IRAN 🇮🇷 PERMITTED 8 OIL BOATS TO SET SAIL THROUGH THE STRAIT OF HORMUZ - IRAN APOLOGIZED FOR SOMETHING, THEN SENT TWO MORE BOATS; IRAN ENDED UP LETTING 10 BOATS THROUGH
US considering 'final blow' potentially involving ground troops and large-scale bombing — Axios; Hegseth: 'negotiate with bombs'; Russia providing intel to Iran targeting Americans/allies — EU's Kallas
Turkey's central bank sold and swapped about 60 tons of gold, worth more than $8 billion, in two weeks after the start of the war in Iran, adding to downward pressure on bullion prices
📢 Another exciting step forward today with the launch of Gemini 3.1 Flash Live. It natively understands audio, making it much more capable of handling complex instructions. It leads on ComplexFuncBench, and on Scale AI's AudioMultiChallenge, demonstrating skill in complex
BREAKING: Meta stock, $META, falls over -7% after a "landmark" court case ruled that the company failed to adequately warn or protect young users. The stock has erased -$100 billion in market cap today.
BREAKING: Institutional investors sold -$11.0 billion of US equities last week, the largest weekly sale in 5 weeks. This comes after 3 consecutive weekly purchases totaling +$12.6 billion. At the same time, hedge funds bought +$1.8 billion worth of US equities, following 4
🇺🇸 PRESIDENT TRUMP JUST SAID: - IRAN 🇮🇷 PERMITTED 8 OIL BOATS TO SET SAIL THROUGH THE STRAIT OF HORMUZ - IRAN APOLOGIZED FOR SOMETHING, THEN SENT TWO MORE BOATS; IRAN ENDED UP LETTING 10 BOATS THROUGH
BREAKING: President Trump says the Iran War was a "test" for NATO and he is "so disappointed in NATO." "Remember my statements in a number of months from now... never forget," Trump says.
Russian intelligence is helping Iran target Americans and US allies, according to the European Union's foreign affairs chief Kaja Kallas. "It's very clear to us where the lines are," Kallas said in an interview with Bloomberg. "Russia is not on the side of America and that's very
Pakistan Army Chief Emerges as a Backchannel in US-Iran Contact - WSJ. Pakistan Army Chief Asim Munir is emerging as a key go-between between the US and Iran, helped by his close relationship with President Trump, who has called him his "favorite field marshal" and hosted him at
📢 Another exciting step forward today with the launch of Gemini 3.1 Flash Live. It natively understands audio, making it much more capable of handling complex instructions. It leads on ComplexFuncBench, and on Scale AI's AudioMultiChallenge, demonstrating skill in complex
BREAKING: Meta stock, $META, falls over -7% after a "landmark" court case ruled that the company failed to adequately warn or protect young users. The stock has erased -$100 billion in market cap today.
BREAKING: Institutional investors sold -$11.0 billion of US equities last week, the largest weekly sale in 5 weeks. This comes after 3 consecutive weekly purchases totaling +$12.6 billion. At the same time, hedge funds bought +$1.8 billion worth of US equities, following 4
SpaceX IPO: April investor briefings; up to 30% retail allocation; X restructures ahead of IPO; described as 'potentially the biggest listing of all time'
SpaceX is telling prospective IPO investors to expect briefings in April from company executives, sources say, as advisers scramble to file for potentially the biggest listing of all time
🇺🇸 PRESIDENT TRUMP JUST SAID: - IRAN 🇮🇷 PERMITTED 8 OIL BOATS TO SET SAIL THROUGH THE STRAIT OF HORMUZ - IRAN APOLOGIZED FOR SOMETHING, THEN SENT TWO MORE BOATS; IRAN ENDED UP LETTING 10 BOATS THROUGH
Trump: 'completely wiped out Iran navy and air force, a large percentage of missiles and missile launchers'; targets remain before withdrawal; Friday energy infrastructure ceasefire deadline uncertain
META stock -7% to -8%; market cap erased >$100B; landmark court ruling: failed to adequately warn/protect young users; META down ~25% from all-time highs
BREAKING: Meta stock, $META, falls over -7% after a "landmark" court case ruled that the company failed to adequately warn or protect young users. The stock has erased -$100 billion in market cap today.
NASDAQ IN CORRECTION TERRITORY The NASDAQ 100 $QQQ is currently on pace to close the day down 10% from its most recent October highs the technical definition of a Correction
SpaceX IPO: up to 30% retail allocation; April executive briefings to investors; X restructures ahead of IPO; 'potentially biggest listing of all time'; SpaceX valued ~$2T
🇺🇸 President Trump just said: "As per Iranian Government request, please let this statement serve to represent that I am pausing the period of Energy Plant destruction by 10 Days to Monday, April 6, 2026, at 8 P.M., Eastern Time. Talks are ongoing"
Bloomberg tanker tracking since March 23: 'shows no sign' of 8 oil boats Trump claimed gifted; Trump cabinet meeting claim vs. zero satellite/AIS evidence
BREAKING: Bloomberg says tanker tracking data since March 23rd "shows no sign" of the 8 boats full of oil that President Trump said were "gifted" to the US. "If this was some great 'present' you'd think both sides would want it known for their own reasons," Bloomberg says.
EU Kallas: 'Russian intelligence is helping Iran target Americans and US allies'; 'Russia is not on the side of America'; France Barrot: 'everything leads us to believe Russia is aiding Iran's military effort against US targets'
Russian intelligence is helping Iran target Americans and US allies, according to the European Union's foreign affairs chief Kaja Kallas. "It's very clear to us where the lines are," Kallas said in an interview with Bloomberg. "Russia is not on the side of America and that's very
BREAKING: The S&P 500 closes sharply lower as Iran War pace talks lose momentum, erasing -$1 trillion in market cap today. The S&P 500 as now lost -$3.5 TRILLION since the Iran War began.
Bond markets are telling the future: 1. Trump paused tariffs with the 10Y Yield at 4.60% 2. Trump bought $200 billion of mortgage bonds with the 10Y Yield at 4.30% 3. Trump delayed Iran strikes with the 10Y Yield at 4.45% 4. Trump further delayed Iran strikes with the 10Y at
Microsoft hiring freeze: Azure cloud, North American sales divisions, per The Information
Microsoft $MSFT executives reportedly told managers at major divisions, including its Azure cloud and North American sales groups, to suspend new hiring - The Information
Trump: As per Iranian Government request, please let this statement serve to represent that I am pausing the period of Energy Plant destruction by 10 Days to Monday, April 6, 2026, at 8 P.M., Eastern Time. Talks are ongoing and, despite erroneous statements to the contrary by
BREAKING: Bloomberg says tanker tracking data since March 23rd "shows no sign" of the 8 boats full of oil that President Trump said were "gifted" to the US. "If this was some great 'present' you'd think both sides would want it known for their own reasons," Bloomberg says.
Russia-Iran military-technical cooperation agreement confirmed; Russian military products supplied to Tehran; EU: Russia aiding Iran against US targets
This is truly historic: In just 27 days of the Iran War, the discussion has now become about Fed rate HIKES. Just weeks ago, investors were debating how many rate cuts the Fed would implement in 2026. Now? There's a 48% chance of an interest rate HIKE by January 2027.
Google released new tools for its Gemini artificial intelligence assistant that will let users upload chat history and context from other AI apps, a move to lure users from rivals like OpenAI's ChatGPT and Anthropic's Claude
BREAKING: The S&P 500 closes sharply lower as Iran War pace talks lose momentum, erasing -$1 trillion in market cap today. The S&P 500 as now lost -$3.5 TRILLION since the Iran War began.
BREAKING: Bloomberg says tanker tracking data since March 23rd 'shows no sign' of the 8 boats full of oil that President Trump said were 'gifted' to the US. 'If this was some great present you'd think both sides would want it known for their own reasons,' Bloomberg says.
This is truly historic: In just 27 days of the Iran War, the discussion has now become about Fed rate HIKES. Just weeks ago, investors were debating how many rate cuts the Fed would implement in 2026. Now? There's a 48% chance of an interest rate HIKE by January 2027.
Bond markets are telling the future: 1. Trump paused tariffs with the 10Y Yield at 4.60% 2. Trump bought $200 billion of mortgage bonds with the 10Y Yield at 4.30% 3. Trump delayed Iran strikes with the 10Y Yield at 4.45% 4. Trump further delayed Iran strikes with the 10Y at [4.40%]
I appeared on Bloomberg today with @EdLudlow to discuss the new President's Council of Advisers on Science & Technology (PCAST) and the new National AI Framework.
Google released new tools for its Gemini artificial intelligence assistant that will let users upload chat history and context from other AI apps, a move to lure users from rivals like OpenAI's ChatGPT and Anthropic's Claude
BREAKING: The S&P 500 closes sharply lower as Iran War pace talks lose momentum, erasing -$1 trillion in market cap today. The S&P 500 as now lost -$3.5 TRILLION since the Iran War began.
Trump extends Iran energy strike pause to April 6, 2026 8PM ET (3rd extension: 48hr→5d→10d); WSJ mediators: Iran did NOT request pause; Iran yet to respond to 15-point plan
Iran hasn't requested a 10-day pause on strikes on its energy plants and is yet to deliver a final response to a 15-point plan to end the war, peace talk mediators said - WSJ.
Tanker tracking data compiled by Bloomberg shows no sign of the eight big boats full of oil that are going right up the middle of the Hormuz strait that President Trump just mentioned in his briefing.
The market is experiencing historically high intraday volatility: The number of intraday reversals in the S&P 500 over the last 3 months is up to 28, the highest since 2015. This means that in nearly half of all trading sessions over the last 3 months, the market opened either
A private credit fund managed by Ares posted its steepest monthly loss on record in February, providing further evidence of deteriorating performance in the $1.8 trillion private credit market
New on the Engineering Blog: How we designed Claude Code auto mode. Many Claude Code users let Claude work without permission prompts. Auto mode is a safer middle ground: we built and tested classifiers that make approval decisions instead.
OpenAI just announced $1 BILLION in grants to make sure AI actually benefits all of humanity. Key focus: - Speeding up life sciences/health research - Handling AI impact on jobs, the economy, and kids mental health - Building societal resilience as AI keeps advancing
European Union rules requiring electronics to include easily replaceable batteries could force consumer tech makers to rethink their designs and go beyond the repairability improvements they've made in recent years
Banks led by JPMorgan boosted a junk loan to support the purchase of Janus Henderson by Nelson Peltz's Trian and General Catalyst to $2.6 billion after scrapping a planned bond sale amid volatile markets
Japan's run of struggling stock market debuts has stretched to the longest in six years, another sign of investor sentiment being shaken by the war in Iran
Franklin is partnering with Ondo to have all their ETFs be tokenized so people on-chain can enjoy the awesomeness of cheap beta. Like I been saying, tokenization isn't a threat to ETFs, on the contrary, it's a distribution mechanism.
New filing for the Cryptex Digital Market Cap ETF (which has chosen the ticker $BAGZ) structured using Cayman subsidiary and looking to hold 30-ish cryptos directly (which would blow away the curr baskets on mkt) if I'm reading it correctly
British political parties will be banned from accepting donations in cryptocurrencies, Prime Minister Keir Starmer announced Wednesday, saying illicit finance poses a 'stark' danger to the country's democracy.
The U.S. Environmental Protection Agency said Wednesday that it would temporarily allow widespread sales of a higher ethanol gas blend in a move that they hope will tamp down consumer prices that have soared since the Iran war began.
Ares private credit fund: steepest monthly loss on record (Feb 2025); $1.8T private credit market; Blackstone's Caplan: low default levels in own portfolio
The accumulation of unsold private assets on investors' balance sheets is a warning that some may be overvalued — and a spark could trigger a widespread markdown, according to former Goldman Sachs CEO Lloyd Blankfein
Fed Governor Miran: no need to 'slam on the gas' or hold economy back; Powell: 'wait-and-see'; economist: even $200/bbl oil won't cause 1970s-style inflation
Federal Reserve Governor Stephen Miran says he doesn't think Fed policy needs to be 'slamming on the gas' to accelerate the economy but also doesn't need to be holding the economy back during remarks at the Digital Asset Summit in New York
OpenAI just announced $1 BILLION in grants to make sure AI actually benefits all of humanity. Key focus: Speeding up life sciences/health research; Handling AI impact on jobs, the economy, and kids mental health; Building societal resilience as AI keeps advancing
I would say that Suno is generally a better music generator at this point (though not for all songs), but Lyria is the first music creator available through an API, and seems to not have the same copyright & training issues that plague Suno and restrict how it can be used.
Sequoia's Shaun Maguire hardware manifesto: 'most money made in hardware over next 25 years'; 'Every software revolution is preceded by a hardware revolution'
I agree with this… the opportunity is still hardware, infrastructure and power. [Sequoia's @shaunmmaguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: 'Every software revolution is preceded by a hardware revolution.']
Banks led by JPMorgan boosted a junk loan to support the purchase of Janus Henderson by Nelson Peltz's Trian and General Catalyst to $2.6 billion after scrapping a planned bond sale amid volatile markets
JBS, the world's largest meatpacker, reported a $617 million adjusted operating loss for its beef business over the past year, widening the $37 million loss reported a year ago.
Intraday market volatility has rarely been this elevated: Front-month $VIX futures intra-day volatility is up to 388.2, the highest reading in at least 6 months. This index tracks $VIX futures price swings within a single trading day, measured in 15-minute intervals.
Two high-profile progressive lawmakers are introducing a bill Wednesday that would pause new data centers in the United States until national safeguards are in place to protect workers and consumers and ensure the technologies don't harm the environment.
I would say that Suno is generally a better music generator at this point (though not for all songs), but Lyria is the first music creator available through an API, and seems to not have the same copyright & training issues that plague Suno and restrict how it can be used.
Sequoia's Shaun Maguire: private hardware manifesto; "most money in next 25 years will be made in hardware"; "every software revolution is preceded by a hardware revolution"
I agree with this… the opportunity is still hardware, infrastructure and power. [QT @tbpn: Sequoia's @shaunmmaguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: "Every software revolution is preceded by a hardware revolution." "To have the iOS App Store that enabled Uber, DoorDash, and all of...]
The federal General Services Administration said today it had sold a 940,000-square-foot vacant office building in Washington, D.C. to a housing developer for $24 Million - WSJ
I would say that Suno is generally a better music generator at this point (though not for all songs), but Lyria is the first music creator available through an API, and seems to not have the same copyright & training issues that plague Suno and restrict how it can be used.
Our hackathon was sick and there were so many cool projects there that are actually useful. [QT @SemiAnalysis_: 296 hackers. 18,432 B200 GPU hours. $180K in compute credits. 60,000mg of caffeine. We kicked off GTC with @fluidstack for From Silicon to Scale — the most full-stack AI hackathon ever built. 48 hours. 1 DGX Spark signed by Jensen.]
Watching these videos, what amazes me even more than the technology is the patients and their families — their strength to contribute to progress for others and their love for each other, all while facing of a disease with no cure. What remarkable humans. [QT @neuralink: ALS has gradually taken away Kenneth's ability to speak. Through Neuralink's VOICE clinical trial, he's exploring how a brain-computer interface designed to translate thought to speech could help restore autonomy in his daily life.]
Token costs not trivial; humans cheaper than AI for many skilled labor tasks at current compute prices; efficiency/supply increases will alter calculations
Many people think that when AI can do a task better than us, it will outcompete humans. But token costs are not trivial, and, for many types of tasks, even skilled labor tasks, humans are much cheaper than AI. Increasing efficiency & compute supply will alter those calculations.
Former Goldman Sachs CEO Lloyd Blankfein says the long absence of a market reckoning has allowed private equity inventory to accumulate like 'tinder.' He tells @flacqua investors need to know that 'eventually a spark will come.'
Federal Reserve Chair nominee Kevin Warsh wants to significantly shrink the US central bank's $6.6 trillion balance sheet. He'll probably need more than one term to do it, according to a top financial economist.
SIGN unlock value $67.9M vs $55.4M market cap; $129M whale inflow March 11 at $0.023; pump to $0.057; Coinbase roadmap announcement March 24; dump to $0.034 in 48h; VCs entered at $0.005-$0.01, exiting at 3-6x
SIGN unlock value is $67.9m against a $55.4m market cap. $129m whale inflow march 11 at $0.023, pump to $0.057, coinbase roadmap march 24, dump to $0.034 in 48 hours. VCs got tokens at $0.005-$0.01 and are exiting at 3-6x. the listing announcement was the exit not the entrance
Shares of computer memory and storage products slumped on concerns over demand after Google researchers touted a new compression technique. But it may be a hiccup rather than an existential threat.
296 hackers. 18,432 B200 GPU hours. $180K in compute credits. 60,000mg of caffeine. We kicked off GTC with @fluidstack for From Silicon to Scale — the most full-stack AI hackathon ever built. 48 hours. 1 DGX Spark signed by Jensen.
Watching these videos, what amazes me even more than the technology is the patients and their families — their strength to contribute to progress for others and their love for each other, all while facing of a disease with no cure. What remarkable humans.
SIGN: $67.9M unlock vs $55.4M market cap; $129M whale inflow Mar 11 @$0.023; pump to $0.057; dump to $0.034 post-Coinbase roadmap; VCs at $0.005-$0.01 exiting at 3-6x
SIGN unlock value is $67.9m against a $55.4m market cap. $129m whale inflow march 11 at $0.023, pump to $0.057, coinbase roadmap march 24, dump to $0.034 in 48 hours. VCs got tokens at $0.005-$0.01 and are exiting at 3-6x. the listing announcement was the exit not the entrance
I tried to warn everyone for years that Decels are just giving up US national security and being useful idiots for China. Now we are here... beyond terrible position to take
Shares of computer memory and storage products slumped on concerns over demand after Google researchers touted a new compression technique. But it may be a hiccup rather than an existential threat.
Dang I thought $40k for this mo was crazy but I guess I am rookie numbers $150k #april_goals [QT: The Anthropic team is dogfooding Claude Code at insane levels. In the last 52 days, the Claude team dropped 50+ major UPDATES. One employee alone hit $150,000 in a single month on Claude Code. 80% of employees use it daily, with power users racking up six-figure bills.]
Shareholders of Super Micro Computer sued the Silicon Valley server maker, accusing it of committing securities fraud by concealing its dependence on sales to China that violated US export laws, leading to criminal smuggling charges involving Nvidia chips against a co-founder
SIGN: $67.9M unlock vs $55.4M mkt cap; $129M whale inflow Mar 11 at $0.023; pump to $0.057; dump to $0.034 in 48h; VC cost $0.005-0.01, exiting at 3-6x
SIGN unlock value is $67.9m against a $55.4m market cap. $129m whale inflow march 11 at $0.023, pump to $0.057, coinbase roadmap march 24, dump to $0.034 in 48 hours. VCs got tokens at $0.005-$0.01 and are exiting at 3-6x. the listing announcement was the exit not the entrance
Dang I thought $40k for this mo was crazy but I guess I am rookie numbers $150k #april_goals
[QT @shiri_shh: The Anthropic team is dogfooding Claude Code at insane levels. In the last 52 days, the Claude team dropped 50+ major UPDATES. One employee alone hit $150,000 in a single month on Claude Code. 80% of employees use it daily, with power users racking up six-figure bills.]
Shares of computer memory and storage products slumped on concerns over demand after Google researchers touted a new compression technique. But it may be a hiccup rather than an existential threat.
Blue Owl联席CEO Doug Ostrover表示其贷款组合未见违约上升，并对市场对私募债务的过度担忧发出警告
Blue Owl; no rise in defaults; co-CEO Doug Ostrover; caution against rising concerns on private debt
Blue Owl的表态与Ares同期创纪录亏损形成鲜明对比，两家机构相互矛盾的信号可能反映各自组合的行业敞口或信用层级差异。投资者需辨别私募信贷压力究竟是系统性还是结构性分化。
Blue Owl hasn't seen a rise in defaults within its loan book, according to co-chief executive officer Doug Ostrover, who urged caution against rising concerns surrounding private debt
Japanese ground forces are set to actively participate in military exercises in the Philippines for the first time in post-World War II history next month, marking the deepening of ties between Manila and Tokyo
Dang I thought $40k for this mo was crazy but I guess I am rookie numbers $150k #april_goals [QT: The Anthropic team is dogfooding Claude Code at insane levels. In the last 52 days, the Claude team dropped 50+ major UPDATES. One employee alone hit $150,000 in a single month on Claude Code. 80% of employees use it daily, with power users racking up six-figure bills.]
To give you an idea of how bad the AI bot problem was getting I muted about 17,500 of them, then started blocking them recently, so another 3,000. 99% bots. So I blocked about 2.5% of my follower count and didn't even get close to stop AI replies either.
Blue Owl hasn't seen a rise in defaults within its loan book, according to co-chief executive officer Doug Ostrover, who urged caution against rising concerns surrounding private debt.
Gap plans to open 50 new stores in mainland China in 2026 after breaking even for the first time last quarter, as the clothing retailer's local operator looks to boost growth over the next three years.
KKR's digital assets lead managed deployment decisions for a $500B AUM firm. she left to become jupiter's president. when the person who saw every crypto deal at a top PE firm picks one protocol to join, that's not an investment thesis, that's a career bet.
Global investors are on track to withdraw a record amount from Asian emerging-market equities excluding China, as surging oil prices due to the Middle East conflict clouds the region's outlook
KKR's digital assets lead managed deployment decisions for a $500B AUM firm. she left to become jupiter's president. when the person who saw every crypto deal at a top PE firm picks one protocol to join, that's not an investment thesis, that's a career bet. the token is still at
South Korea will raise a cap on fuel prices effective March 27 at midnight and expand fuel tax breaks to ease the burden on consumers dealing with the fallout from the US-Israeli war on Iran, the government said.
Singapore's Mapletree Investments will liquidate a property fund that once had assets above $1.4 billion, after bets on student dorms suffered years of underperformance
EPP emergency vote March 26; target: reverse Parliament's NO on ChatControl; scope: indiscriminate scanning of all private messages, emails and photos; Instagram and TikTok already removed DM encryption
the europoors have been trying to add backdoors to your private chats for over a year straight now and everytime they fail, they silently try again Insta and TikTok already removed encryption in DMs, the war is underway encrypt your shit and win
KKR's digital assets lead managed deployment decisions for a $500B AUM firm. she left to become jupiter's president. when the person who saw every crypto deal at a top PE firm picks one protocol to join, that's not an investment thesis, that's a career bet.
Jito ACE (Application Control Execution); apps gain more control over transaction processing; better liquidity and execution; Bam described as next-generation layer
.@jito_sol bridges Solana's base protocol layer with every app, user, and participant in the ecosystem. Bam is the next generation. ACE gives applications more control over how transactions interacting with them are processed. Better liquidity. Better execution. Users first.
South Korea will raise a cap on fuel prices effective March 27 at midnight and expand fuel tax breaks to ease the burden on consumers dealing with the fallout from the US-Israeli war on Iran, the government said.
NeurIPS is aware of the community's concerns regarding the list of sanctions. NeurIPS is an inclusive community focused on free scientific discourse. We deeply value the research that comes from everyone in our community. The present concerns are not about science or academic
Officials in Berlin have started mapping vulnerabilities in US supply chains to identify points where Germany and its EU partners could apply pressure, sources say
Japan to lift restrictions on coal-fired power plant operation as emergency step in response to the Middle East situation for a limited period of 1 year - Nikkei
EU EPP attempting to reverse Parliament's NO on indiscriminate scanning of ALL private messages, emails and photos (vote: March 26); Instagram and TikTok already removed DM encryption
the europoors have been trying to add backdoors to your private chats for over a year straight now and everytime they fail, they silently try again. Insta and TikTok already removed encryption in DMs, the war is underway
Bittensor is the undisputed #1 AI project by social signal and is capturing a disproportionate share of attention at the global level too (top 10 this week). The single highest-signal driver: @nvidia CEO Jensen Huang discussed @bittensor's SN3 / Covenant-72B with Chamath
Private credit fund inflows dropped by more than a third as investors grew concerned about high-profile leveraged loan defaults and software disruption, according to Morningstar Direct
Germany is drafting a plan for the European Union to squeeze US tech firms, drug supplies and manufacturers in its next dispute with Donald Trump, sources say.
Travelers hoping for a drop in long-haul airfares are in for a brutal reality check. Ticket prices on major routes connecting Asia and Europe have surged up to 560% this month, and are likely to stay elevated as war-related disruptions ripple through the Persian Gulf
Blanchard + Rogoff at Japan's Economic and Fiscal Policy Council; Japan PM commits to lowering debt-to-GDP ratio; Japan faces 'severe shortage of domestic investment'
Bittensor is the undisputed #1 AI project by social signal and is capturing a disproportionate share of attention at the global level too (top 10 this week). The single highest-signal driver: @nvidia CEO Jensen Huang discussed @bittensor's SN3 / Covenant-72B with Chamath
Private credit fund inflows dropped by more than a third as investors grew concerned about high-profile leveraged loan defaults and software disruption, according to Morningstar Direct
US President Donald Trump will meet Chinese President Xi Jinping in May during his first visit to China in eight years, a closely watched trip postponed due to the ongoing Iran war
Solana Foundation hires Special Situations executive (MacroMate8); claims Solana highest take rate per volume vs Coinbase/Binance; endorsed by Solana co-founder Toly
For those wondering about ARC-AGI-4 timing: it will be released in early 2027. We are aiming for a yearly release schedule for new benchmarks. We are also aiming for each new benchmark to be fully unsaturated upon release, and to target the most important unanswered research
Bittensor is the undisputed #1 AI project by social signal and is capturing a disproportionate share of attention at the global level too (top 10 this week). The single highest-signal driver: @nvidia CEO Jensen Huang discussed @bittensor's SN3 / Covenant-72B with Chamath
Private credit fund inflows dropped by more than a third as investors grew concerned about high-profile leveraged loan defaults and software disruption, according to Morningstar Direct
Investors avoiding risks from the Iran war are selling stocks and bonds and rebuilding cash allocations, in an echo of strategies followed after Russia invaded Ukraine in 2022.
For those wondering about ARC-AGI-4 timing: it will be released in early 2027. We are aiming for a yearly release schedule for new benchmarks. We are also aiming for each new benchmark to be fully unsaturated upon release, and to target the most important unanswered research
The First Tradable Compute Price Index The Singularity has been financing the largest infrastructure buildout in history without a standard price for GPU compute, until now. Nearly $7 trillion in data-center investment is projected through
insta, tiktok, and now reddit privacy across all apps is eroding this doesn't really have anything to do with zcash, but that will not stop me from shilling it encrypt everything
H&M shares fell over 5% despite reporting a bigger than expected rise in operating profit for December-February, after the retailer forecasts a 1% sales rise in March
S&P 500: 4 consecutive weeks of declines, worst month in ~1 year; Fear & Greed Index: 21/100; Crypto Fear & Greed: 10/100; Tech saw record inflows (BofA: largest since 2008 as % of S&P Tech mkt cap)
Of 30 @Bloomberg commodity subindexes charted below, 21 had positive YTD total returns; each of top-five subindexes with largest YTD total returns were oil-related; heating oil had largest YTD total returns, at >85% (too bad cocoa can't be used to heat homes)
For those wondering about ARC-AGI-4 timing: it will be released in early 2027. We are aiming for a yearly release schedule for new benchmarks. We are also aiming for each new benchmark to be fully unsaturated upon release, and to target the most important unanswered research
The First Tradable Compute Price Index The Singularity has been financing the largest infrastructure buildout in history without a standard price for GPU compute, until now. Nearly $7 trillion in data-center investment is projected through
H&M shares fell over 5% despite reporting a bigger than expected rise in operating profit for December-February, after the retailer forecasts a 1% sales rise in March
Pakistan Army Chief Asim Munir: key US-Iran backchannel (per WSJ); Trump called him 'favorite field marshal'; Israel aborted plan to kill FM Aragchi + Speaker Ghalibaf after Pakistan warning (per Reuters)
Pakistan Army Chief Emerges as a Backchannel in US-Iran Contact - WSJ Pakistan Army Chief Asim Munir is emerging as a key go-between between the US and Iran, helped by his close relationship with President Trump, who has called him his "favorite field marshal" and hosted him at
Initial jobless claims up to 210k vs. 210k est. & 205k prior; continuing claims at 1.819M vs. 1.849M est. & 1.851M prior… greatest increases in KY (+3.3k), OK (+1.2k), & TN (+0.6k); greatest decreases in CA (-4.0k), MO (-3.3k), & NY (-2.8k)
Wall Street's average annual bonus hit $246,900 in 2025, taking the total payout pool to a record high, according to estimates by the New York State comptroller.
A New Mexico jury ordered Meta to pay $375 million in civil penalties on March 24. The verdict found the company willfully violated state consumer protection laws by misleading the public about the safety of its platforms and failing to protect children from predators on
BNP Paribas is set to deploy an artificial intelligence companion for all staff as CEO Jean-Laurent Bonnafe bets the technology can lower costs across the bank
Pernod is exploring a potential acquisition of Brown-Forman, the owner of Jack Daniel's whiskey, as alcoholic drink companies look at ways to consolidate amid an industry downturn, people familiar with the matter said
A New Mexico jury ordered Meta to pay $375 million in civil penalties on March 24. The verdict found the company willfully violated state consumer protection laws by misleading the public about the safety of its platforms and failing to protect children from predators on
When I built menugen ~1 year ago, I observed that the hardest part by far was not the code itself, it was the plethora of services you have to assemble like IKEA furniture to make it real, the DevOps: services, payments, auth, database, security, domain names, etc...
Jensen Huang says it simply ... given two candidates, he hires the AI expert every time. Accountant. Lawyer. Electrician. Farmer. Doesn't matter. Nvidia is one of the major backbones of why AI can even exist. "If your job is the task, you will be disrupted."
BNP Paribas is set to deploy an artificial intelligence companion for all staff as CEO Jean-Laurent Bonnafe bets the technology can lower costs across the bank
Testing a new feature for Microsoft Foundry support in @openclaw. Their website is a jungle, I used to make screenshots so codex can guide me through it, but now Chrome has an MCP so codex can simply connect and drive my browser session and do all of that for me. The human is no
A wave of redemption requests across the private credit industry has left more than $4.6 billion of investor capital trapped behind withdrawal limits, with more asset managers expected to impose curbs in the coming weeks
moonpay launched open wallet standard 72 hours ago with 21 backers including paypal, circle, ethereum foundation, solana foundation. 2000 installs in 24 hours. they're giving away the agent wallet infrastructure for free because they already own the fiat rails. every agent that
For those wondering about ARC-AGI-4 timing: it will be released in early 2027. We are aiming for a yearly release schedule for new benchmarks. We are also aiming for each new benchmark to be fully unsaturated upon release, and to target the most important unanswered research
Chip Security Act advanced in House committee; requires chipmakers to prevent AI tech smuggling to China; follows Super Micro case
Super Micro事件作为触发器加速了该立法进程，是美国强化对华技术管制的最新立法举措。白宫AI顾问Sacks同期表示两党AI立法可能在数月内通过，显示国会在AI监管领域的立法提速。
A House panel advanced legislation that would require the Commerce Department to demand chipmakers do more to keep AI technology from being smuggled to China, an effort that's gained new urgency
🔴ELIMINATED: Hassan Mohammad Bashir, a senior commander in Hezbollah's anti-tank array in the Hajir area. Bashir advanced hundreds of terror attacks against IDF troops and Israeli civilians. He commanded several terrorist cells & recently, he had begun integrating into the
moonpay launched open wallet standard 72 hours ago with 21 backers including paypal, circle, ethereum foundation, solana foundation. 2000 installs in 24 hours. they're giving away the agent wallet infrastructure for free because they already own the fiat rails. every agent that
US 7-Year Note Auction High Yield 4.255% [Tail +0.8 bps] Bid-to-cover 2.43 Sells $44 bln Awards 24.47% of bids at high Primary Dealers take 12.4% Direct 25.0% Indirect 62.6%
BoC: near-zero labour force growth; trade tensions + reduced immigration + AI = permanent structural change; energy prices to push up near-term inflation; 'more variable inflation environment'
BoE Greene: supply won't recover until 2027 or 2028; private credit energy exposure is a worry; need ~1 year to judge second-round effects; markets price 3 BoE hikes in 2026; Reuters poll: economists expect BoE to hold
François Chollet宣布ARC-AGI-4将于2027年初发布，系列基准计划采用每年发布一版的节奏，每版目标是在发布时对AI系统完全未饱和。
ARC-AGI-4: early 2027 release; yearly benchmark cadence; each edition to be fully unsaturated upon release; targeting most important unanswered research questions
For those wondering about ARC-AGI-4 timing: it will be released in early 2027. We are aiming for a yearly release schedule for new benchmarks. We are also aiming for each new benchmark to be fully unsaturated upon release, and to target the most important unanswered research
Federal regulation for AI could come in the next few months. David Sacks, newly appointed co-chair of the President's Council of Advisors on Science and Technology, says this is an area where there is bipartisan agreement
OpenAI has started a foundation to address the Bernie Sanders problem [The OpenAI Foundation commits $1B+ in year one: Alzheimer's research, AI safety testing, biosecurity, jobs programs. Serious ambition. And we give serious kudos. But we have a few questions.]
Microsoft $MSFT executives reportedly told managers at major divisions, including its Azure cloud and North American sales groups, to suspend new hiring - The Information
Wall Street bonuses rose 9% to a record $49.2 billion in 2025, with average bonuses climbing 6% to $246,900, according to New York Comptroller Tom DiNapoli
🔴ELIMINATED: Hassan Mohammad Bashir, a senior commander in Hezbollah's anti-tank array in the Hajir area. Bashir advanced hundreds of terror attacks against IDF troops and Israeli civilians. He commanded several terrorist cells & recently, he had begun integrating into the
Bitcoin: largest options expiry of 2026 collides with Iran war geopolitical volatility; Peter Brandt: rising wedge sell signal on $BTC; BTC near key support ~$6500 SPX parallel
Bitcoin's largest options expiry of the year is colliding with geopolitical volatility that shows no sign of letting up with make or break peace talks uncertain
I appeared on Bloomberg today with @EdLudlow to discuss the new President's Council of Advisers on Science & Technology (PCAST) and the new National AI Framework.
Google released new tools for its Gemini artificial intelligence assistant that will let users upload chat history and context from other AI apps, a move to lure users from rivals like OpenAI's ChatGPT and Anthropic's Claude
OpenAI is backing a new AI startup that aims to build software allowing so-called AI "agents" to communicate and solve complex problems in industries such as finance and biotech, per WSJ
All these stocks hit new 52 WEEK HIGHS at some point today Akamai $AKAM Antero $AR $APA ConocoPhillips $COP Cirrus Logic $CRUS Coterra $CTRA Corteva $CTVA Cenovus $CVE Darling $DAR $DELL $DOW Devon Energy $DVN EOG Resources $EOG Enterprise $EPD Diamondback $FANG Halliburton $HAL
以色列国防军宣布击毙真主党Hajir地区反坦克阵列高级指挥官Hassan Mohammad Bashir，其曾指挥数百次针对以军及以色列平民的恐怖袭击并近期开始整合多个武装小组
IDF eliminates Hezbollah senior commander Hassan Mohammad Bashir, anti-tank array Hajir area, hundreds of terror attacks commanded
🔴ELIMINATED: Hassan Mohammad Bashir, a senior commander in Hezbollah's anti-tank array in the Hajir area. Bashir advanced hundreds of terror attacks against IDF troops and Israeli civilians. He commanded several terrorist cells & recently, he had begun integrating into the
hyperliquid's agents arena isn't a marketing gimmick. 11 people running $850m annual fees while stress-testing infrastructure with thousands of algorithmic agents trading 24/7. when agent volume exceeds human volume on their orderbook that's the inflection point for HYPE. every
Investment in crypto has cooled since the Web3 and NFTs hype of the early 2020s. But one corner of the market is noticeably attracting VCs — stablecoin payments.
Bond markets are telling the future: 1. Trump paused tariffs with the 10Y Yield at 4.60% 2. Trump bought $200 billion of mortgage bonds with the 10Y Yield at 4.30% 3. Trump delayed Iran strikes with the 10Y Yield at 4.45% 4. Trump further delayed Iran strikes with the 10Y at [4.40%]
The Iran war and its impact on the global energy market will keep headline U.S. inflation this year well above the Federal Reserve's projections, possibly necessitating policy action, according to a key global policy group.
I appeared on Bloomberg today with @EdLudlow to discuss the new President's Council of Advisers on Science & Technology (PCAST) and the new National AI Framework.
All these stocks hit new 52 WEEK HIGHS at some point today Akamai $AKAM Antero $AR $APA ConocoPhillips $COP Cirrus Logic $CRUS Coterra $CTRA Corteva $CTVA Cenovus $CVE Darling $DAR $DELL $DOW Devon Energy $DVN EOG Resources $EOG Enterprise $EPD Diamondback $FANG Halliburton $HAL
SpaceX is telling prospective IPO investors to expect briefings in April from company executives, sources say, as advisers scramble to file for potentially the biggest listing of all time
Algeria will increase gas supplies to Spain as global energy markets face heightened instability linked to the war in Iran, the Spanish government said
Investment in crypto has cooled since the Web3 and NFTs hype of the early 2020s. But one corner of the market is noticeably attracting VCs — stablecoin payments.
Federal Reserve Governor Lisa Cook said the Iran war has shifted the balance of risks for now, leaving inflation as a bigger concern for policymakers than employment
Bots have taken over the internet. The State of AI Traffic report released Thursday by cybersecurity firm Human Security showed that artificial intelligence and bots have officially eclipsed human users.
sacks leaving just in time [QT: The Chip Security Act was approved unanimously by the House Foreign Affairs Committee, 42-0. This is the second overwhelming, bipartisan vote within HFAC to strengthen export controls on AI chips, after AI Overwatch passed 44-2. Congress is speaking loudly and clearly on this.]
Apple awarded rare bonuses to iPhone hardware designers this week, aiming to stem a wave of departures to AI startups like OpenAI that are building their own devices
A jury found Meta and Google negligent in the design and operation of their platforms. Further defeats for the companies could spur settlement negotiations — drawing comparisons to Big Tobacco's reckoning with consumer addiction three decades ago.
All these stocks hit new 52 WEEK LOWS at some point today: Nike $NKE Draftkings $DKNG Lululemon $LULU Snapchat $SNAP Check Point $CHKP Cintas $CTAS Doordash $DASH Dropbox $DBX Gen Digital $GEN Icici Bank $IBN Lennox $LII Mobileye $MBLY Ollies $OLLI On Holding $ONON $OTIS Ribrik
Investment in crypto has cooled since the Web3 and NFTs hype of the early 2020s. But one corner of the market is noticeably attracting VCs — stablecoin payments.