We are ending the week with US oil prices at $101/barrel, the S&P 500 at a 232-day low, and the US 10Y Note Yield at 4.44%. If the last 14 months have taught us anything, it is that the next 50 hours until the 6 PM ET futures open on Sunday are going to be highly eventful.
Australia has been forced to order emergency fuel from the United States for the first time in decades as the global oil crisis constrains fuel shipments, per Sky News
Houthis: 3 triggers for intervention — (1) new allies join US/Israel, (2) Red Sea used for attacks on Iran, (3) continued escalation; control Bab al-Mandab Strait (~6% of global oil flow)
BREAKING: Yemen's Houthi Group, an Iranian ally, says it is 'ready to intervene' in the Iran War if new allies join the US and Israel or if the Red Sea is used to launch attacks on Iran. The Houthis have strong influence over the Bab al-Mandab Strait which controls over ~6
Australia has been forced to order emergency fuel from the United States for the first time in decades as the global oil crisis constrains fuel shipments, per Sky News
Iranian oil revenues are surging: Estimated Iranian oil revenues are up +$25 million per day in March from the prior month, to $139 million per day. This comes as Iranian tankers are still transiting the Strait of Hormuz while most other Persian Gulf oil supply is still
The Strait of Hormuz is effectively closed because ships transiting are being attacked by Iran. The insurance issue is an effect of the attacks, not the cause of the closure.
BREAKING: Yemen's Houthi Group, an Iranian ally, says it is 'ready to intervene' in the Iran War if new allies join the US and Israel or if the Red Sea is used to launch attacks on Iran. The Houthis have strong influence over the Bab al-Mandab Strait which controls over ~6
Iranian oil revenues are surging: Estimated Iranian oil revenues are up +$25 million per day in March from the prior month, to $139 million per day. This comes as Iranian tankers are still transiting the Strait of Hormuz while most other Persian Gulf oil supply is still
BREAKING: Total US net call options volume is down to ~10,000 contracts per day, the lowest since the April 2025 selloff. The 5-day moving average of calls-minus-puts has fallen by -1.3 million contracts since February. This comes as put options trading has significantly
Bank of America agreed to pay $72.5 million to settle a lawsuit that alleged the bank kept ties to people close to Epstein and failed to flag suspicious payments
The Strait of Hormuz is effectively closed because ships transiting are being attacked by Iran. The insurance issue is an effect of the attacks, not the cause of the closure.
President Donald Trump appealed for Saudi Arabia to join the Abraham Accords against the backdrop of the US and Israel's conflict with Iran in an address at an investment forum linked to the kingdom's sovereign wealth fund
WLFI has a staking gate most people haven't internalized. every OTC minter converting USDT/USDC to USD1 at 1:1 needs a 10m+ WLFI stake. USD1 supply went from $3.1b to $4.6b in two months. trump family holds 75%+ of WLFI. super nodes require $45m stake with 6 month lock. buyback
Foreigners are dumping Asian stocks at a record pace: Investors from overseas have sold -$52 billion of Asian emerging-market equities excluding China so far in March, the biggest monthly withdrawal on record. This exceeds the previous full-month record set during the 2020
ETFs are off to their strongest start to a year in history: Global ETFs have attracted +$518 billion in inflows year-to-date, the highest for any year on record. This is +30% more than last year's pace and over 5 times the average at this point of the year.
US stocks tumbled, with each of the three major indexes closing at their lowest levels in over seven months as the Middle East war continued to suppress risk appetite
Ten U.S. service members were injured in an attack on Prince Sultan Air Base in Saudi Arabia, according to multiple U.S. officials. The attack consisted of Iranian missiles and drones, sources told CBS News.
Foreigners are dumping Asian stocks at a record pace: Investors from overseas have sold -$52 billion of Asian emerging-market equities excluding China so far in March, the biggest monthly withdrawal on record. This exceeds the previous full-month record set during the 2020
ETFs are off to their strongest start to a year in history: Global ETFs have attracted +$518 billion in inflows year-to-date, the highest for any year on record. This is +30% more than last year's pace and over 5 times the average at this point of the year.
US stocks tumbled, with each of the three major indexes closing at their lowest levels in over seven months as the Middle East war continued to suppress risk appetite
US deployed these autonomous drone boats to patrol the waters around Iran…. And the badass company that manufactured these boats —Blacksea Technologies—designed them to be adept at asymmetric warfare. And this company is based in Baltimore, which means these boats must have
Secretary of State Marco Rubio said the U.S. could achieve its goals in Iran without ground troops. That's despite the deployment of thousands of Marines to the region.
Early Friday, the Senate unanimously passed a plan to end the shutdown for most of the Department of Homeland Security. But within hours, Speaker Mike Johnson rejected it because it didn't include money for ICE and Border Patrol.
ETFs are off to their strongest start to a year in history: Global ETFs have attracted +$518 billion in inflows year-to-date, the highest for any year on record. This is +30% more than last year's pace and over 5 times the average at this point of the year.
Secretary of State Marco Rubio said the U.S. could achieve its goals in Iran without ground troops. That's despite the deployment of thousands of Marines to the region.
US deployed these autonomous drone boats to patrol the waters around Iran…. And the badass company that manufactured these boats —Blacksea Technologies—designed them to be adept at asymmetric warfare. And this company is based in Baltimore
ETFs are off to their strongest start to a year in history: Global ETFs have attracted +$518 billion in inflows year-to-date, the highest for any year on record. This is +30% more than last year's pace and over 5 times the average at this point of the year.
We're seeing some serious market dislocation on inflation 🚨 1-year Treasury breakevens currently imply 5.2% inflation over the next year. But 1-year inflation swaps are showing just 3.2%. What gives? It comes down to how these two metrics are actually calculated.
Now that Anthropic has won a preliminary injunction blocking the Pentagon's claim that Anthropic is a 'supply-chain risk,' maybe the two sides can call a truce for the good of the country.
clarity act proposes banning all passive yield on USDC. circle equity already down 17%. but $40b+ in USDC sitting in aave, compound, morpho, curve yield vaults hasn't flinched. that lag is the trade. when depositors start front-running a potential ban, DeFi borrowing rates go
After 30 years of frozen prices, Japan's economy is waking up. Now businesses and consumers face rising costs for the first time in a generation. Here's how they're coping
clarity act proposes banning all passive yield on USDC. circle equity already down 17%. but $40b+ in USDC sitting in aave, compound, morpho, curve yield vaults hasn't flinched. that lag is the trade. when depositors start front-running a potential ban, DeFi borrowing rates go
✈️50+ IAF fighter jets completed strikes on Iranian regime infrastructure across 3 areas in Iran. Among the sites struck: * A facility used for the production of a variety of weapons * An Iranian MOD site used for the development and production of advanced explosive devices.
The Houthis launched ballistic missiles at Israel on Saturday morning, marking their entry into the monthlong Iran war that has already caused chaos in energy markets and killed thousands of people
✈️50+ IAF fighter jets completed strikes on Iranian regime infrastructure across 3 areas in Iran. Among the sites struck: * A facility used for the production of a variety of weapons * An Iranian MOD site used for the development and production of advanced explosive devices.
The Houthis launched ballistic missiles at Israel on Saturday morning, marking their entry into the monthlong Iran war that has already caused chaos in energy markets and killed thousands of people
Two more India-bound tankers carrying liquefied petroleum gas have exited the Persian Gulf via the Strait of Hormuz, adding to the trickle of vessels making it through the waterway
I joined Zanny Minton Beddoes on @TheEconomist's Insider show for a conversation on the impact of the war in the Middle East on Europe and its economy, and the key challenges Europe faces in today's fast-moving global environment.
✈️50+ IAF fighter jets completed strikes on Iranian regime infrastructure across 3 areas in Iran. Among the sites struck: * A facility used for the production of a variety of weapons * An Iranian MOD site used for the development and production of advanced explosive devices.
The Houthis launched ballistic missiles at Israel on Saturday morning, marking their entry into the monthlong Iran war that has already caused chaos in energy markets and killed thousands of people
BREAKING: In a major escalation, Yemen's Houthi Group has officially joined the war with a ballistic missle launch at Israel, just as the war hit its one-month mark. All eyes are now on the Bab al-Mandab Strait. If closed, the world loses another ~6 million barrels of daily oil
The Houthis launched ballistic missiles at Israel on Saturday morning, marking their entry into the monthlong Iran war that has already caused chaos in energy markets and killed thousands of people
Saudi Arabia's crucial East-West pipeline that circumvents the Strait of Hormuz is pumping oil at its full capacity of 7 million barrels a day, according to a person familiar with the matter
BREAKING: In a major escalation, Yemen's Houthi Group has officially joined the war with a ballistic missle launch at Israel, just as the war hit its one-month mark. All eyes are now on the Bab al-Mandab Strait. If closed, the world loses another ~6 million barrels of daily oil
This is how the largest stocks have performed so far in 2026 Nvidia $NVDA -10.2% Apple $AAPL -8.5% Google $GOOGL -12.4% Microsoft $MSFT -26.2% Amazon $AMZN -13.6% Taiwan Semi $TSM +7.5% Broadcom $AVGO -13.1% Tesla $TSLA -19.5% Meta Platforms $META -20.4%
ELIMINATED: Ali Hassan Shaib, a Hezbollah Radwan Force terrorist who operated for years under the guise of a journalist for the "Al-Manar" network. Shaib exposed IDF troop positions in southern Lebanon and maintained direct contact with Hezbollah operatives.
SKY generating $17.63m/month in protocol revenue, $300k/day in token buybacks, 5.55% of supply already removed. $338m in 2025 revenue on a $1.63b market cap. 6x forward P/E. obex just deployed $1b into maple, centrifuge, securitize for RWA yield. binance listing USDS april 9
This is how the largest stocks have performed so far in 2026 Nvidia $NVDA -10.2% Apple $AAPL -8.5% Google $GOOGL -12.4% Microsoft $MSFT -26.2% Amazon $AMZN -13.6% Taiwan Semi $TSM +7.5% Broadcom $AVGO -13.1% Tesla $TSLA -19.5% Meta Platforms $META -20.4%
BREAKING: In a major escalation, Yemen's Houthi Group has officially joined the war with a ballistic missle launch at Israel, just as the war hit its one-month mark. All eyes are now on the Bab al-Mandab Strait. If closed, the world loses another ~6 million barrels of daily oil
Saudi Arabia's crucial East-West pipeline that circumvents the Strait of Hormuz is pumping oil at its full capacity of 7 million barrels a day, according to a person familiar with the matter
Saudi Arabia's crucial East-West pipeline that circumvents the Strait of Hormuz is pumping oil at its full capacity of 7 million barrels a day, according to a person familiar with the matter
A trickle of ships are crossing the Strait of Hormuz along a route hugging the Iranian coastline as the war enters a second month. Only four vessels have been visible leaving the Persian Gulf over the past day.
This is how the largest stocks have performed so far in 2026: Nvidia $NVDA -10.2% Apple $AAPL -8.5% Google $GOOGL -12.4% Microsoft $MSFT -26.2% Amazon $AMZN -13.6% Taiwan Semi $TSM +7.5% Broadcom $AVGO -13.1% Tesla $TSLA -19.5% Meta Platforms $META -20.4%
ELIMINATED: Ali Hassan Shaib, a Hezbollah Radwan Force terrorist who operated for years under the guise of a journalist for the 'Al-Manar' network. Shaib exposed IDF troop positions in southern Lebanon and maintained direct contact with Hezbollah operatives.
BREAKING: Saudi Arabia's East-West pipeline has officially reached its full capacity of 7 million barrels per day as the Strait of Hormuz remains shut, per Bloomberg. With the Houthis now entering the war, the concern for oil markets is that the Red Sea becomes a new front.
This is how the largest stocks have performed so far in 2026
Nvidia $NVDA -10.2%🔴 Apple $AAPL -8.5%🔴 Google $GOOGL -12.4%🔴 Microsoft $MSFT -26.2%🔴 Amazon $AMZN -13.6%🔴 Taiwan Semi $TSM +7.5%🟢 Broadcom $AVGO -13.1%🔴 Tesla $TSLA -19.5%🔴 Meta Platforms $META -20.4%🔴
US technology stocks have rarely ever been this cheap: The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019. This percentage has fallen -32 points since October 2025, one of the largest discounts
A trickle of ships are crossing the Strait of Hormuz along a route hugging the Iranian coastline as the war enters a second month. Only four vessels have been visible leaving the Persian Gulf over the past day.
BREAKING: Saudi Arabia's East-West pipeline has officially reached its full capacity of 7 million barrels per day as the Strait of Hormuz remains shut, per Bloomberg. With the Houthis now entering the war, the concern for oil markets is that the Red Sea becomes a new front.
What was equally intriguing in Friday's trading was the unhinging of the short end of the curve from the long end. The 2-yr yield fell by 7.4 bps to 3.91% while that of the benchmark 10-yr rose by 1.6 bps to 4.42%. AND gold found its floor. Always track shifts at the margin.
BREAKING: Saudi Arabia's East-West pipeline has officially reached its full capacity of 7 million barrels per day as the Strait of Hormuz remains shut, per Bloomberg. With the Houthis now entering the war, the concern for oil markets is that the Red Sea becomes a new front.
US technology stocks have rarely ever been this cheap: The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019. This percentage has fallen -32 points since October 2025, one of the largest discounts
Only 4 vessels visible leaving Persian Gulf in past day; ships hugging Iranian coastline; war entering second month; Indian + Thai tankers attempting transit
A trickle of ships are crossing the Strait of Hormuz along a route hugging the Iranian coastline as the war enters a second month. Only four vessels have been visible leaving the Persian Gulf over the past day.
Houthis fire missile at Israel; intercepted by Israeli military; first-ever attack on Israel from Yemen; Houthis: 'operations will continue until goals are reached'
U.S. Sailors and Marines aboard USS Tripoli (LHA 7) arrived in the U.S. Central Command area of responsibility, March 27. The America-class amphibious assault ship serves as the flagship for the Tripoli Amphibious Ready Group / 31st Marine Expeditionary Unit composed of about
SENATOR LUMMIS ON CLARITY ACT: "WE HAVE WORKED ON A BIPARTISAN BASIS FOR THE LAST FEW WEEKS TO MAKE CHANGES TO TITLE 3 THAT MAKE THIS BILL THE STRONGEST PROTECTION FOR DEFI AND DEVELOPERS EVER ENACTED."
US consumer sentiment is deteriorating as inflation expectations surge: The Consumer Sentiment Index fell -3.3 points in March, to 53.3, its lowest since December 2025. The index is now below the 2008 Financial Crisis low and almost in-line with the 1980s recession bottom.
In 2020, one of the best venture capital investments ever was made. Out of a $54M Cyberstarts Fund I, @giliraanan made a $6.4M investment into @assaf_rappaport and @wiz_io. On Wiz's $32BN exit to Google, that investment returned the fund a reported 30 times over. $6.4M
Trump Media & Technology Group is embarking on a $6 billion foray into power generation with an unlikely partner pursuing an unlikely technology, one that has yet to produce a single watt of electricity
Houthi militants launched ballistic missiles at Israel on Saturday morning, marking their entry into the month-long Iran war that has already caused chaos in energy markets and killed thousands of people.
BREAKING: Saudi Arabia's East-West pipeline has officially reached its full capacity of 7 million barrels per day as the Strait of Hormuz remains shut, per Bloomberg. With the Houthis now entering the war, the concern for oil markets is that the Red Sea becomes a new front.
🚫 CLAIM: Iran's IRGC alleges it struck U.S. 'hideouts' in Dubai, causing over 500 casualties. ✅ FACT: No U.S. personnel have been attacked in Dubai. The Iranian regime is manufacturing lies on social media to hide the reality that their military capabilities are undeniably
On GPS, at 10am & 1pm ET Sunday on @CNN … • As the US continues to bomb Iran, Pres. Trump has touted potential talks—but Iranian leaders have not accepted his 15-point plan to end the war. What would it take to reach an agreement? I'll discuss with International Atomic Energy
SENATOR LUMMIS ON CLARITY ACT: "WE HAVE WORKED ON A BIPARTISAN BASIS FOR THE LAST FEW WEEKS TO MAKE CHANGES TO TITLE 3 THAT MAKE THIS BILL THE STRONGEST PROTECTION FOR DEFI AND DEVELOPERS EVER ENACTED."
US consumer sentiment is deteriorating as inflation expectations surge: The Consumer Sentiment Index fell -3.3 points in March, to 53.3, its lowest since December 2025. The index is now below the 2008 Financial Crisis low and almost in-line with the 1980s recession bottom.
US technology stocks have rarely ever been this cheap: The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019. This percentage has fallen -32 points since October 2025, one of the largest discounts
Houthi militants launched ballistic missiles at Israel on Saturday morning, marking their entry into the month-long Iran war that has already caused chaos in energy markets and killed thousands of people.
On GPS, at 10am & 1pm ET Sunday on @CNN … • As the US continues to bomb Iran, Pres. Trump has touted potential talks—but Iranian leaders have not accepted his 15-point plan to end the war. What would it take to reach an agreement?
Crypto is now the first non-sports category to crack $1 BILLION monthly volume on Kalshi since the 2024 Election Sports' dominance on Kalshi is getting smaller and smaller everyday
BREAKING: Turkey's central bank sold -58 tons of gold, worth over $8 billion, in just 2 weeks. Gold reserves dropped -6 tons in the week ending March 13th and another -52 tons in the week ending March 20th, bringing total reserves down to 513 tons, marking the largest drop in 7
US consumer sentiment is deteriorating as inflation expectations surge: The Consumer Sentiment Index fell -3.3 points in March, to 53.3, its lowest since December 2025. The index is now below the 2008 Financial Crisis low and almost in-line with the 1980s recession bottom.
someone at ANTHROPIC just showed CLAUDE finding ZERO DAY vulnerabilities in a live conference demo claude has found zero day in Ghost, 50,000 stars on github, never had a critical security vulnerability in its entire, history... it found the blind SQL injection in 90 minutes
Houthi ballistic missiles launched at Israel Saturday; second missile intercepted; Iran war: ~1 month ongoing, thousands killed, energy markets in chaos
Houthi militants launched ballistic missiles at Israel on Saturday morning, marking their entry into the month-long Iran war that has already caused chaos in energy markets and killed thousands of people.
polymarket processes $23.2b in monthly volume but average trade size collapsed from $400 to $22. 75% of trades are under $10. fees go live march 30 at 1.80% on crypto markets. that $9-10b valuation is priced on airdrop farm volume where 70% of 1.7m wallets lost money and the
BREAKING: Turkey's central bank sold -58 tons of gold, worth over $8 billion, in just 2 weeks. Gold reserves dropped -6 tons in the week ending March 13th and another -52 tons in the week ending March 20th, bringing total reserves down to 513 tons, marking the largest drop in 7
someone at ANTHROPIC just showed CLAUDE finding ZERO DAY vulnerabilities in a live conference demo claude has found zero day in Ghost, 50,000 stars on github, never had a critical security vulnerability in its entire, history... it found the blind SQL injection in 90 minutes
US Official: Expeditionary force of 2,500 US Marines from the 31st Marine Expeditionary Unit, along with 2,500 sailors, arrived in the Middle East aboard the USS Tripoli - NYT.
Trump: "We have a thing called a war, or as they would rather say, a military operation. It's for legal reasons. Because as a military operation, I don't need any approvals. As a war you're supposed to get approval from Congress. Something like that. So I call it a military"
polymarket processes $23.2b in monthly volume but average trade size collapsed from $400 to $22. 75% of trades are under $10. fees go live march 30 at 1.80% on crypto markets. that $9-10b valuation is priced on airdrop farm volume where 70% of 1.7m wallets lost money and the
Job market sentiment among US workers is collapsing: In Q4 2025, just 28% of US employees said it is a 'good time' to find a quality job, the lowest in at least 4 years, according to the latest Gallup survey. This percentage has fallen -42 points since Q2 2022.
Claude found zero-day blind SQL injection in Ghost (50,000 GitHub stars, no prior critical CVEs in project history) in 90 minutes at live conference demo
someone at ANTHROPIC just showed CLAUDE finding ZERO DAY vulnerabilities in a live conference demo. claude has found zero day in Ghost, 50,000 stars on github, never had a critical security vulnerability in its entire history... it found the blind SQL injection in 90 minutes.
Now that Anthropic has won a preliminary injunction blocking the Pentagon's claim that Anthropic is a 'supply-chain risk,' maybe the two sides can call a truce for the good of the country.
Trump: 'We have a thing called a war, or as they would rather say, a military operation. It's for legal reasons. Because as a military operation, I don't need any approvals. As a war you're supposed to get approval from Congress. Something like that. So I call it a military [operation]'
Pakistan's largest oil refiner, Cnergyico Pk, says about 80% of the country's crude oil imports and nearly 25% of its gasoil supplies typically transit through the Strait of Hormuz.
Yemen's Houthis: We carried out a second attack on Israel on Saturday with missiles and drones. [Houthi fired second missile at Israel Saturday intercepted according to Israeli security official - WSJ]
An Israeli airstrike on southern Lebanon on Saturday killed three journalists who were covering the latest Israel-Hezbollah war, their TV stations said.
JPMorgan now accepting BTC as loan collateral at 50-70% LTV for private banking clients. coinbase and fannie mae closing the first BTC-backed mortgages at 250% collateralization. the math: whale with 500 BTC at $30k cost basis can pull $21m in liquidity from JPM instead of [selling]
polymarket processes $23.2b in monthly volume but average trade size collapsed from $400 to $22. 75% of trades are under $10. fees go live march 30 at 1.80% on crypto markets. that $9-10b valuation is priced on airdrop farm volume where 70% of 1.7m wallets lost money and the
Job market sentiment among US workers is collapsing: In Q4 2025, just 28% of US employees said it is a 'good time' to find a quality job, the lowest in at least 4 years, according to the latest Gallup survey. This percentage has fallen -42 points since Q2 2022.
Now that Anthropic has won a preliminary injunction blocking the Pentagon's claim that Anthropic is a 'supply-chain risk,' maybe the two sides can call a truce for the good of the country.
US Official: Expeditionary force of 2,500 US Marines from the 31st Marine Expeditionary Unit, along with 2,500 sailors, arrived in the Middle East aboard the USS Tripoli - NYT.
Trump: 'We have a thing called a war, or as they would rather say, a military operation. It's for legal reasons. Because as a military operation, I don't need any approvals. As a war you're supposed to get approval from Congress. Something like that. So I call it a military'
The number of American service members wounded in the Iran war has grown beyond 300, with more than two dozen troops injured this week from attacks on a Saudi air base.
Yemen's Houthis: We carried out a second attack on Israel on Saturday with missiles and drones. [QT: Houthi fired second missile at Israel Saturday intercepted according to Israeli security official - WSJ]
Pakistan's largest oil refiner, Cnergyico Pk, says about 80% of the country's crude oil imports and nearly 25% of its gasoil supplies typically transit through the Strait of Hormuz. [QT: Iran has agreed to allow 20 additional ships under Pakistani flag to pass through Strait of Hormuz, two ships daily]
JPMorgan now accepting BTC as loan collateral at 50-70% LTV for private banking clients. coinbase and fannie mae closing the first BTC-backed mortgages at 250% collateralization. the math: whale with 500 BTC at $30k cost basis can pull $21m in liquidity from JPM instead of
It's official. Agricultural commodities have broken through a nearly 20-year resistance level. I expect this move to accelerate from here. When energy moves, agriculture tends to follow — it's a natural lag in the macro setup. Be mindful of the social and political
SAM 3.1: object multiplexing; drop-in update to SAM 3; improved video processing efficiency on smaller devices; open release
SAM 3.1以开放形式发布，使高性能视频分割应用在更小型设备上可行，延续Meta在计算机视觉基础模型上的开源策略。Scale AI CEO alexandr_wang转发此消息，为其技术价值背书。
great new update from MSL—SAM 3.1! [QT @AIatMeta: We're releasing SAM 3.1: a drop-in update to SAM 3 that introduces object multiplexing to significantly improve video processing efficiency without sacrificing accuracy. We're sharing this update with the community to help make high-performance applications feasible on smaller,]
And let's not ignore the massive $2 trillion+ high yield junk bond sector. This isn't some sleepy backwater ...it's a colossal mountain of sub investment grade debt financing everything from leveraged buyouts to shaky corporate expansions. After years of quiet complacency in a
Trump appeals Saudi Arabia to join Abraham Accords at Saudi PIF-linked investment forum in Miami; Gulf states divided: Qatar/Oman/Kuwait push for swift end vs UAE/Saudi/Bahrain ready to absorb escalation
President Donald Trump appealed for Saudi Arabia to join the Abraham Accords against the backdrop of the US and Israel's conflict with Iran in an address at an investment forum linked to the kingdom's sovereign wealth fund
Early Friday morning, the Senate unanimously passed a plan to immediately end the shutdown for most of the Department of Homeland Security. But within hours, House Speaker Johnson rejected it because it didn't
USD1 supply: $3.1B → $4.6B in two months; Trump family holds 75%+ WLFI; OTC minters need 10M+ WLFI stake; super nodes require $45M stake with 6-month lock
WLFI has a staking gate most people haven't internalized. every OTC minter converting USDT/USDC to USD1 at 1:1 needs a 10m+ WLFI stake. USD1 supply went from $3.1b to $4.6b in two months. trump family holds 75%+ of WLFI. super nodes require $45m stake with 6 month lock.
Sorry, too busy developing to read this [QT @zensei: solana ranks #1 in all-time developers. over 10,000 builders chose to build here. if you're serious about building, this is where you do it.]
It's official. Agricultural commodities have broken through a nearly 20-year resistance level. I expect this move to accelerate from here. When energy moves, agriculture tends to follow — it's a natural lag in the macro setup. Be mindful of the social and political
Meta AI发布SAM 3.1，引入对象多路复用（object multiplexing）技术，在不牺牲精度的前提下显著提升视频处理效率，支持在算力较低设备上运行高性能应用。
SAM 3.1, object multiplexing, drop-in update to SAM 3, high-performance feasible on smaller devices
SAM 3.1通过算法优化而非硬件升级实现效率提升，有助于降低计算机视觉应用的部署门槛。Scale AI创始人Wang积极评价此次更新，显示该模型在商业应用层面具有实际价值。
great new update from MSL—SAM 3.1! [QT @AIatMeta: We're releasing SAM 3.1: a drop-in update to SAM 3 that introduces object multiplexing to significantly improve video processing efficiency without sacrificing accuracy. We're sharing this update with the community to help make high-performance applications feasible on smaller,
NVIDIA✨ As I have mentioned over the past several months, the all important level of 170 must not and cannot be breached. If the distribution window is not recaptured, the pent-up energy built over the last few months will be released in absolute and unapologetic fashion.
US net call options volume ~10,000/day, lowest since April 2025 selloff; calls-minus-puts 5DMA -1.3M contracts since February; put volume significantly up
BREAKING: Total US net call options volume is down to ~10,000 contracts per day, the lowest since the April 2025 selloff. The 5-day moving average of calls-minus-puts has fallen by -1.3 million contracts since February. This comes as put options trading has significantly
Shares of the Fundrise Innovation Fund fell sharply for a second straight day Friday, though remain well above the underlying value of its holdings in private tech firms including the potentially IPO-bound SpaceX and Anthropic
President Donald Trump appealed for Saudi Arabia to join the Abraham Accords against the backdrop of the US and Israel's conflict with Iran in an address at an investment forum linked to the kingdom's sovereign wealth fund
WLFI has a staking gate most people haven't internalized. every OTC minter converting USDT/USDC to USD1 at 1:1 needs a 10m+ WLFI stake. USD1 supply went from $3.1b to $4.6b in two months. trump family holds 75%+ of WLFI. super nodes require $45m stake with 6 month lock. buyback
The economic toll of the Iran war is hitting home in Europe, where more muted growth and faster inflation risk deepening industrial, fiscal and political pressures across the region, per Bloomberg
Musk's five-step algorithm gets Tesla and SpaceX employees to achieve stretch goals and innovate, and it's sure to come in handy in his push to build the world's largest AI chip factory, says WSJ's @timkhiggins
Shares of the Fundrise Innovation Fund fell sharply for a second straight day Friday, though remain well above the underlying value of its holdings in private tech firms including the potentially IPO-bound SpaceX and Anthropic
NVIDIA✨ As I have mentioned over the past several months, the all important level of 170 must not and cannot be breached. If the distribution window is not recaptured, the pent-up energy built over the last few months will be released in absolute and unapologetic fashion.
Argentina sold $150 million of a bond denominated in dollars on Friday that gauged investors appetite to finance the government beyond President Javier Milei's first term
US deployed these autonomous drone boats to patrol the waters around Iran…. And the badass company that manufactured these boats —Blacksea Technologies—designed them to be adept at asymmetric warfare. And this company is based in Baltimore, which means these boats must have
Iranian oil revenues are surging: Estimated Iranian oil revenues are up +$25 million per day in March from the prior month, to $139 million per day. This comes as Iranian tankers are still transiting the Strait of Hormuz while most other Persian Gulf oil supply is still
Secretary of State Marco Rubio said the U.S. could achieve its goals in Iran without ground troops. That's despite the deployment of thousands of Marines to the region.
Australia is set to introduce new powers to shore up fuel security, including measures to underwrite private sector purchases of fuel from the international market as a prolonged war in the Middle East heightens supply risks
people often discuss rent vs buy on housing. in the near future, we'll discuss rent vs buy on GPUs in the same way [QT @matthew_sigel: NVDA H100 rental prices hit 18-month high: $2.59/hour]
This took 24 minutes. Back when I did 12 startups in 12 months in 2014, it took me at least a month to make a new startup and I didn't even finish it. And they were in fact as basic as this kind of, because they were MVPs too!
A major export port on Australia's west coast handling iron ore, liquefied natural gas and other bulk commodities has reopened after cyclone damage forced a shutdown
China is directing private grain processors to expand and upgrade whole-grain production, part of a broader drive to strengthen food security and modernize its agricultural supply chain
"Higher energy costs affect the entire supply chain, making it more expensive to deliver new homes and further constricting supply even when demand is high," says Ed Brady, CEO of Home Builders Institute.
Another sick upcoming feature: /acp spawn codex --bind here LOOK AT ME, I AM CODEX NOW You could bind codex/claude code/opencode already in threads, now you can take over your current session as well.
The next version of OpenClaw is also an MCP, you can use it instead of Anthropic's message channel MCP to connect to a much wider range of message providers. (I know, this is awkward)
Nexstar must pause its integration with rival TV station owner, a federal judge ruled, while DirecTV and a group of state attorneys general challenge the merger on antitrust grounds
After 30 years of frozen prices, Japan's economy is waking up. Now businesses and consumers face rising costs for the first time in a generation. Here's how they're coping
Another sick upcoming feature: /acp spawn codex --bind here LOOK AT ME, I AM CODEX NOW You could bind codex/claude code/opencode already in threads, now you can take over your current session as well.
Nexstar must pause its integration with rival TV station owner, a federal judge ruled, while DirecTV and a group of state attorneys general challenge the merger on antitrust grounds
Coinbase CLO: prediction markets ≠ gambling; predicts Supreme Court will agree; CA Gov Newsom bans appointees from trading on nonpublic info on prediction markets
A Philippine government council on price coordination has endorsed a plan to impose a 50-peso ($0.83) a kilo ceiling on imported rice as the war in Iran continues to drive up food and fuel costs
China is directing private grain processors to expand and upgrade whole‑grain production, part of a broader drive to strengthen food security and modernize its agricultural supply chain
Indonesia has begun enforcing restrictions on social media accounts for children under 16, becoming the first country in Southeast Asia to adopt nationwide curbs
"Slow burn rather than a silver bullet." Australia's landmark law barring under-16s from apps such as Instagram and TikTok is delivering early wins for some parents, but many teenagers are finding loopholes.
Nexstar must pause its integration with rival TV station owner, a federal judge ruled, while DirecTV and a group of state attorneys general challenge the merger on antitrust grounds
A Philippine government council on price coordination has endorsed a plan to impose a 50-peso ($0.83) a kilo ceiling on imported rice as the war in Iran continues to drive up food and fuel costs
China is directing private grain processors to expand and upgrade whole-grain production, part of a broader drive to strengthen food security and modernize its agricultural supply chain
I have to say this interview changed my life. Hearing how Boris thinks about software spurred me to work much harder on releasing my own way of doing things and on iterating fast on how I build. Hard to believe it has only been a month since this one.
We live in remarkable times [QT @krzyzanowskim: I reimplemented "claude" CLI with codex and gpt-5.4-high. It cost $1100 in tokens, and is 73% faster and 80% lower resident memory during sustained interactive use. It is very easy to reverse claude from npm distribution, then reimplement is 1:1. It is indistinguishable from the]
Last time Marin 32B got burned by loss spikes, so this makes me very nervous...but maybe Delphi 1e23 will be different🤞 [QT @WilliamBarrHeld: Our 1e23 "Delphi" (~25B param model trained for ~600B tokens) run for Marin has entered its learning rate decay phase. Lots of spikes at this scale, very scary! Despite that, the run is looking on track to be close to our pre-registered scaling laws predictions. Stay tuned...]
Nexstar must pause its integration with rival TV station owner, a federal judge ruled, while DirecTV and a group of state attorneys general challenge the merger on antitrust grounds
Indonesia has begun enforcing restrictions on social media accounts for children under 16, becoming the first country in Southeast Asia to adopt nationwide curbs
crypto: no inflation also crypto: infinite amounts of new tokens [QT @mdudas: total crypto market cap is flat over the past 5 years despite significant inflation from existing protocols and plenty of new protocol launches you don't need to look particularly far beyond this chart to understand why crypto sentiment isn't great right now]
theo network's thUSD generating 8.27% from gold futures contango while every T-bill stablecoin bleeds yield into rate cuts. gold contango stayed 7-10% annualized through the entire cutting cycle because storage and insurance costs don't care about the fed. $321m TVL on thBILL up
Opportunistic gold buyers are starting to emerge after the metal's biggest selloff in years, helping to pull bullion back from the brink of a bear market
I have to say this interview changed my life. Hearing how Boris thinks about software spurred me to work much harder on releasing my own way of doing things and on iterating fast on how I build. Hard to believe it has only been a month since this one.
We live in remarkable times [QT @krzyzanowskim: I reimplemented "claude" CLI with codex and gpt-5.4-high. It cost $1100 in tokens, and is 73% faster and 80% lower resident memory during sustained interactive use. It is very easy to reverse claude from npm distribution, then reimplement is 1:1. It is indistinguishable from the original.]
Guy Spier keeps a bronze bust of the late Charlie Munger of Berkshire Hathaway Inc. in the hallway of his Zurich office. Yet the hedge fund manager, who has just closed up shop, says Buffett-and-Munger-style stockpicking doesn't work any more.
Indonesian prosecutors have detained coal tycoon Samin Tan as a suspect in a corruption probe tied to mining operations in Central Kalimantan, according to the Attorney General's Office
The Baltic states are sounding the alarm after being caught in the crossfire in the past week when several Ukrainian drones veered off course as part of attacks on Russia's oil infrastructure
A Philippine government council on price coordination has endorsed a plan to impose a 50-peso ($0.83) a kilo ceiling on imported rice as the war in Iran continues to drive up food and fuel costs
USDT0 ubiquity [QT @USDT0_to: USDT0 is live on @Tempo. The largest stablecoin in the world now moves on the blockchain designed for payments. Your USDT, now on Tempo.]
theo network's thUSD generating 8.27% from gold futures contango while every T-bill stablecoin bleeds yield into rate cuts. gold contango stayed 7-10% annualized through the entire cutting cycle because storage and insurance costs don't care about the fed. $321m TVL on thBILL up
Opportunistic gold buyers are starting to emerge after the metal's biggest selloff in years, helping to pull bullion back from the brink of a bear market
A Philippine government council on price coordination has endorsed a plan to impose a 50-peso ($0.83) a kilo ceiling on imported rice as the war in Iran continues to drive up food and fuel costs
Hinton 2016: 'completely obvious' radiologists no jobs within 5 years; outcome: radiologist numbers grew
pmarca认为AI导致大规模失业的担忧根植于劳动总量固定谬误（lump of labor fallacy），历史上此论点一再被证伪；辛顿的落空预言被视为该类预测系统性偏差的典型缩影而非个案失误，且被援引作为辛顿意识形态倾向的佐证。
AI employment doomerism is rooted in the socialist fallacy of lump of labor. It is wrong now for the same reason it's always been wrong. More people really should try to learn about this. The AI will teach you about it if you ask! (Hinton is a socialist.)
Goldman Sachs bankers gathered at a library in Birmingham this week to guide small UK businesses on scaling up in artificial intelligence — and to warn them of the risks of ignoring the new technology
Guy Spier keeps a bronze bust of the late Charlie Munger of Berkshire Hathaway Inc. in the hallway of his Zurich office. Yet the hedge fund manager, who has just closed up shop, says Buffett-and-Munger-style stockpicking doesn't work any more.
Indonesian prosecutors have detained coal tycoon Samin Tan as a suspect in a corruption probe tied to mining operations in Central Kalimantan, according to the Attorney General's Office
The Baltic states are sounding the alarm after being caught in the crossfire in the past week when several Ukrainian drones veered off course as part of attacks on Russia's oil infrastructure
theo network's thUSD generating 8.27% from gold futures contango while every T-bill stablecoin bleeds yield into rate cuts. gold contango stayed 7-10% annualized through the entire cutting cycle because storage and insurance costs don't care about the fed. $321m TVL on thBILL up
Raiffeisen Bank is buying BBVA's Romanian Garanti unit for €591 million ($680 million) as it refocuses operations in central and eastern Europe to move past difficulties at its Russian unit
Opportunistic gold buyers are starting to emerge after the metal's biggest selloff in years, helping to pull bullion back from the brink of a bear market
AI employment doomerism is rooted in the socialist fallacy of lump of labor. It is wrong now for the same reason it's always been wrong. More people really should try to learn about this. The AI will teach you about it if you ask! (Hinton is a socialist.)
Guy Spier keeps a bronze bust of the late Charlie Munger of Berkshire Hathaway Inc. in the hallway of his Zurich office. Yet the hedge fund manager, who has just closed up shop, says Buffett-and-Munger-style stockpicking doesn't work any more.
The Baltic states are sounding the alarm after being caught in the crossfire in the past week when several Ukrainian drones veered off course as part of attacks on Russia's oil infrastructure
Prime Minister Viktor Orban's efforts to regain the upper hand in the final weeks of Hungary's election campaign showed cracks in the face of a rising tide of opposition support and a string of fresh political scandals
Two more India-bound tankers carrying liquefied petroleum gas have exited the Persian Gulf via the Strait of Hormuz, adding to the trickle of vessels making it through the waterway
Raiffeisen Bank is buying BBVA's Romanian Garanti unit for €591 million ($680 million) as it refocuses operations in central and eastern Europe to move past difficulties at its Russian unit
Opportunistic gold buyers are starting to emerge after the metal's biggest selloff in years, helping to pull bullion back from the brink of a bear market
I joined Zanny Minton Beddoes on @TheEconomist's Insider show for a conversation on the impact of the war in the Middle East on Europe and its economy, and the key challenges Europe faces in today's fast-moving global environment.
I just achieved the holy grail as a weekend project! Wrote a multimodal training codebase in pure C and CUDA+NCCL with minimal dependencies (no torch!) that achieves 45 MFU with FSDP on four 8xH100 nodes. I might feel cute and open-source it later.
AI employment doomerism is rooted in the socialist fallacy of lump of labor. It is wrong now for the same reason it's always been wrong. More people really should try to learn about this. The AI will teach you about it if you ask! (Hinton is a socialist.)
抄底大军才刚刚开始进入 [QT: If you're under 40, this is one of the best buying opportunities you'll get this year. Run the math on what happens when you buy at these levels historically. The forward P/E just fell to 19.7x. That's below the 5-year average of 20.1x and the cheapest the index has traded]
Guy Spier closes hedge fund; declares Buffett-and-Munger-style stockpicking 'doesn't work any more'
Guy Spier的基金关闭是价值投资范式受挫的又一标志性事件，在AI驱动、指数化投资主导和宏观叙事压倒基本面的市场环境下，传统自下而上选股的alpha空间持续收窄，与伯克希尔本身当前的连跌形成深刻互证。
Guy Spier keeps a bronze bust of the late Charlie Munger of Berkshire Hathaway Inc. in the hallway of his Zurich office. Yet the hedge fund manager, who has just closed up shop, says Buffett-and-Munger-style stockpicking doesn't work any more.
The Baltic states are sounding the alarm after being caught in the crossfire in the past week when several Ukrainian drones veered off course as part of attacks on Russia's oil infrastructure
China damaged its claim of becoming a major global player by failing to offer effective diplomatic support for Iran and staying silent when the US intervened in Venezuela, according to veteran American diplomat Nicholas Burns
How did the soft-spoken son of a key adviser to the late Iranian Supreme Leader Ayatollah Khamenei become a major player in international energy markets? Bloomberg Investigates goes inside the Iranian shadow fleet, uncovering a sprawling, multibillion-dollar empire dealing in
SKY generating $17.63m/month in protocol revenue, $300k/day in token buybacks, 5.55% of supply already removed. $338m in 2025 revenue on a $1.63b market cap. 6x forward P/E. obex just deployed $1b into maple, centrifuge, securitize for RWA yield. binance listing USDS april 9
Reminder. Inflationary expectations, not inflation prints drive Fed policy (and pricing). This graph is showing that flight to quality is starting to offset flight to liquidity (dash for cash). NO ONE is pulling forward demand because they fear prices will get even worse
I just achieved the holy grail as a weekend project! Wrote a multimodal training codebase in pure C and CUDA+NCCL with minimal dependencies (no torch!) that achieves 45 MFU with FSDP on four 8xH100 nodes. I might feel cute and open-source it later.
China damaged its claim of becoming a major global player by failing to offer effective diplomatic support for Iran and staying silent when the US intervened in Venezuela, according to veteran American diplomat Nicholas Burns
Latin American governments from Panama to Chile that aligned themselves politically with Donald Trump are now absorbing a hit from the global oil-price surge triggered by their US ally's war on Iran
Reminder. Inflationary expectations, not inflation prints drive Fed policy (and pricing). This graph is showing that flight to quality is starting to offset flight to liquidity (dash for cash). NO ONE is pulling forward demand because they fear prices will get even worse
Latin American governments from Panama to Chile that aligned themselves politically with Donald Trump are now absorbing a hit from the global oil-price surge triggered by their US ally's war on Iran
🔴ELIMINATED: Ali Hassan Shaib, a Hezbollah Radwan Force terrorist who operated for years under the guise of a journalist for the "Al-Manar" network. Shaib exposed IDF troop positions in southern Lebanon and maintained direct contact with Hezbollah operatives.
SKY generating $17.63m/month in protocol revenue, $300k/day in token buybacks, 5.55% of supply already removed. $338m in 2025 revenue on a $1.63b market cap. 6x forward P/E. obex just deployed $1b into maple, centrifuge, securitize for RWA yield. binance listing USDS april 9
A bipartisan group of senators wants lawmakers and government officials to disclose bets on prediction markets. Sens. Slotkin and Young say new rules aim to protect national security and restore trust.
优质资产避险需求开始抵消流动性需求（dash for cash），市场重心正从通胀预期转向增长下行风险，为潜在的政策宽松预期打开空间。
Inflationary expectations, not inflation prints drive Fed policy (and pricing). This graph is showing that flight to quality is starting to offset flight to liquidity (dash for cash). NO ONE is pulling forward demand because they fear prices will get even worse
Latin American governments from Panama to Chile that aligned themselves politically with Donald Trump are now absorbing a hit from the global oil-price surge triggered by their US ally's war on Iran
Russia's Yaroslavl oil refinery suffered damage after a Ukrainian drone attack overnight, according to the General Staff of the Armed Forces of Ukraine
We just gave Claude full access to the options, equities, and prediction markets. The Unusual Whales MCP Server plugs into any AI and streams live, structured market data on demand. What have you built with it?
Watch these jubilant kids laugh and play with a friendly robot. Tomorrow's children will think nothing about AI. They will just use it. It will always have been there, like a tree or a rock or a phone.
🚨BREAKING: European Commission confirms its website was breached after a hacker said they stole more than 350GB of data. The hacker plans to publish it online.
SKY generating $17.63m/month in protocol revenue, $300k/day in token buybacks, 5.55% of supply already removed. $338m in 2025 revenue on a $1.63b market cap. 6x forward P/E. obex just deployed $1b into maple, centrifuge, securitize for RWA yield. binance listing USDS april 9
Bipartisan bill (Sens. Slotkin + Young): mandatory disclosure of prediction market bets by lawmakers and government officials; national security rationale
A bipartisan group of senators wants lawmakers and government officials to disclose bets on prediction markets. Sens. Slotkin and Young say new rules aim to protect national security and restore trust.
What was equally intriguing in Friday's trading was the unhinging of the short end of the curve from the long end. The 2-yr yield fell by 7.4 bps to 3.91% while that of the benchmark 10-yr rose by 1.6 bps to 4.42%. AND gold found its floor. Always track shifts at the margin.
Latin American governments from Panama to Chile that aligned themselves politically with Donald Trump are now absorbing a hit from the global oil-price surge triggered by their US ally's war on Iran
We just gave Claude full access to the options, equities, and prediction markets. The Unusual Whales MCP Server plugs into any AI and streams live, structured market data on demand. What have you built with it?
This is now shipped and live in GStack! [QT @garrytan: GStack is about to become a full design brainstorm tool called /design-shotgun Just go in any direction, see variations, tell GStack what you like, and we'll make beautiful things together]
AI might be a powerful depolarizer in political discourse [QT @StefanFSchubert: While social media is polarising, evidence suggests AI may nudge people towards the centre. This holds true of all studied models. Grok is more right-leaning than other models, but also has depolarising effects. By @jburnmurdoch.]
.@BernieSanders should be celebrating this incredible charity. Larry Ellison has donated $200b of wealth back to the market. [QT @matthewstoller: The collapse of Larry Ellison's net worth since the start of Warner bidding is something. It has fallen by more than half, and is down $60 billion this year alone. He's worth 'just' $188 billion. He's highly leveraged.]
Russia's Yaroslavl oil refinery suffered damage after a Ukrainian drone attack overnight, according to the General Staff of the Armed Forces of Ukraine
🚨BREAKING: European Commission confirms its website was breached after a hacker said they stole more than 350GB of data. The hacker plans to publish it online.
SENATOR LUMMIS ON CLARITY ACT: "WE HAVE WORKED ON A BIPARTISAN BASIS FOR THE LAST FEW WEEKS TO MAKE CHANGES TO TITLE 3 THAT MAKE THIS BILL THE STRONGEST PROTECTION FOR DEFI AND DEVELOPERS EVER ENACTED."
A bipartisan group of senators wants lawmakers and government officials to disclose bets on prediction markets. Sens. Slotkin and Young say new rules aim to protect national security and restore trust.
treehouse has $102m TVL on a $10m market cap and FalconX is already using their TESR benchmark to price live forward rate agreements for hedge funds. voltz tried interest rate swaps without a benchmark and shut down. treehouse built the benchmark first. crypto has zero
Energy crisis is far from over, largely underappreciated by the markets, and real economy to be hit with a delay. However if no escalation over the weekend, few ships passed Hormuz (Indian, Thai) and month end rebalance (buying) - there is a narrow window for a bounce.
We just gave Claude full access to the options, equities, and prediction markets. The Unusual Whales MCP Server plugs into any AI and streams live, structured market data on demand. What have you built with it?
THIS IS HOW AI HAS DONE IN A REAL STOCK MARKET PULLBACK We gave a bunch of AI models including Grok, Claude, and GPT $100K in the stock market to see how they would do, to see if they can beat the S&P 500
New GStack ETHOS.md rule User Sovereignty: AI models recommend. Users decide. This is the one rule that overrides all others. Two AI models agreeing on a change is a strong signal. It is not a mandate. The user always has context that models lack: domain knowledge, business
Throwback to April 9th, 2025 the single largest daily point gain and the 9th largest single day percentage gain in S&P 500 history 🟢 Here's what the 🇺🇸 stock market looked like on that day
In 2020, one of the best venture capital investments ever was made. Out of a $54M Cyberstarts Fund I, @giliraanan made a $6.4M investment into @assaf_rappaport and @wiz_io. On Wiz's $32BN exit to Google, that investment returned the fund a reported 30 times over. $6.4M
Trump 15-point plan to end Iran war; Iran leaders have not accepted; Ukraine-Qatar defense cooperation signed; includes missile/UAV countermeasure expertise exchange
On GPS, at 10am & 1pm ET Sunday on @CNN … As the US continues to bomb Iran, Pres. Trump has touted potential talks—but Iranian leaders have not accepted his 15-point plan to end the war. What would it take to reach an agreement?
treehouse has $102m TVL on a $10m market cap and FalconX is already using their TESR benchmark to price live forward rate agreements for hedge funds. voltz tried interest rate swaps without a benchmark and shut down. treehouse built the benchmark first. crypto has zero
US technology stocks have rarely ever been this cheap: The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019. This percentage has fallen -32 points since October 2025, one of the largest discounts
Energy crisis is far from over, largely underappreciated by the markets, and real economy to be hit with a delay. However if no escalation over the weekend, few ships passed Hormuz (Indian, Thai) and month end rebalance (buying) - there is a narrow window for a bounce.
- Drafted a blog post - Used an LLM to meticulously improve the argument over 4 hours. - Wow, feeling great, it's so convincing! - Fun idea let's ask it to argue the opposite. - LLM demolishes the entire argument and convinces me that the opposite is in fact true. - lol
Welcome to March 28, 2026 The Singularity is debating itself. Google researchers argue that frontier reasoning models like DeepSeek-R1 don't improve by thinking longer but instead simulate internal 'societies of thought,'
New GStack ETHOS.md rule User Sovereignty: AI models recommend. Users decide. This is the one rule that overrides all others. Two AI models agreeing on a change is a strong signal. It is not a mandate. The user always has context that models lack: domain knowledge, business
Companies around the world are racing to build more efficient AI models, but the hardware is reaching its limit. One possible breakthrough could come from biology, as scientists try to merge human brain neurons with semiconductors.
seeing a lot of companies dealing with internal allocatation of token budgets with a lot more fierce competition between teams for token $$. think there will be premiums on - who can show ROI for tokens used - teams and people's innate ability to use tokens well.
Ukraine-Qatar defense cooperation: expertise exchange on countering missiles and UAVs; Zelenskyy Middle East trip for military cooperation and fuel supplies
Treehouse: $102M TVL / $10M market cap; FalconX using TESR benchmark for live forward rate agreements for hedge funds; Voltz Protocol shut down without benchmark
treehouse has $102m TVL on a $10m market cap and FalconX is already using their TESR benchmark to price live forward rate agreements for hedge funds. voltz tried interest rate swaps without a benchmark and shut down. treehouse built the benchmark first. crypto has zero
The Real Battlefield Is the Treasury Market and Why the U.S. Needs Lower Long Rates While Saying It Wasn't Me... Choices: 1. Let 10y UST yields spike, hitting stocks, housing, & economy. 2. Print USD into an oil spike to cap 10y yields, hitting USD. 3. Walk away, granting Iran a strategic victory. Let's watch.
Welcome to March 28, 2026 The Singularity is debating itself. Google researchers argue that frontier reasoning models like DeepSeek-R1 don't improve by thinking longer but instead simulate internal 'societies of thought,'
- Drafted a blog post - Used an LLM to meticulously improve the argument over 4 hours. - Wow, feeling great, it's so convincing! - Fun idea let's ask it to argue the opposite. - LLM demolishes the entire argument and convinces me that the opposite is in fact true. - lol
Trump Media & Technology Group is embarking on a $6 billion foray into power generation with an unlikely partner pursuing an unlikely technology, one that has yet to produce a single watt of electricity
In 2020, one of the best venture capital investments ever was made. Out of a $54M Cyberstarts Fund I, @giliraanan made a $6.4M investment into @assaf_rappaport and @wiz_io. On Wiz's $32BN exit to Google, that investment returned the fund a reported 30 times over. $6.4M
SENATOR LUMMIS ON CLARITY ACT: 'WE HAVE WORKED ON A BIPARTISAN BASIS FOR THE LAST FEW WEEKS TO MAKE CHANGES TO TITLE 3 THAT MAKE THIS BILL THE STRONGEST PROTECTION FOR DEFI AND DEVELOPERS EVER ENACTED.'
Oh no… we had one (1) year of negative migration after 50 yrs of unprecedented mass immigration… They never mention that from 1924-1970 we had negative net migration for half a century. During which America became a military + economic superpower, and the middle class thrived.
Welcome to March 28, 2026 The Singularity is debating itself. Google researchers argue that frontier reasoning models like DeepSeek-R1 don't improve by thinking longer but instead simulate internal "societies of thought,"
X search, long broken, has finally been fixed. All it took was a multi-hundred-million-dollar AI model (Seriously, X search is notoriously bad, but Grok is very good at this specific task, though it is funny that I have to burn a ton of tokens to do a keyword search on the site)
Giorgia Meloni is considering replacing senior executives at several state-owned companies after a referendum loss that has cracked the Italian prime minister's aura of invincibility, according to people familiar with the matter.
Crypto is now the first non-sports category to crack $1 BILLION monthly volume on Kalshi since the 2024 Election Sports' dominance on Kalshi is getting smaller and smaller everyday
Oh no… we had one (1) year of negative migration after 50 yrs of unprecedented mass immigration… They never mention that from 1924-1970 we had negative net migration for half a century. During which America became a military + economic superpower, and the middle class thrived.
Additional info about Pakistan's imports through Hormuz: Pakistan's largest oil refiner, Cnergyico Pk, says about 80% of the country's crude oil imports and nearly 25% of its gasoil supplies typically transit through the Strait of Hormuz.
Google Translate「Live translate」耳机实时翻译功能正式上线iOS平台，支持超过70种语言。
Google Translate Live translate with headphones on iOS, 70+ languages
Google $GOOGL posted this: "Your headphones just became a personal translator in 70+ languages. Google Translate's 'Live translate' with headphones is officially on iOS."
X search, long broken, has finally been fixed. All it took was a multi-hundred-million-dollar AI model (Seriously, X search is notoriously bad, but Grok is very good at this specific task, though it is funny that I have to burn a ton of tokens to do a keyword search on the site)
Here are the most recent CEOs of public companies to file for their purchase or sale of stock in their own companies $PANW CEO bought $ARM CEO sold $CORT CEO sold $CIFR CEO sold $INDI CEO sold $GETY CEO sold $LEGN CEO sold $PLAY CEO bought $XZO CEO bought
Crypto is now the first non-sports category to crack $1 BILLION monthly volume on Kalshi since the 2024 Election Sports' dominance on Kalshi is getting smaller and smaller everyday
Sugar prices are just starting to move after rebounding from a key historical support level. This could turn into a highly explosive move in my view. Few assets carry such significant societal implications if they begin to rally.
Google $GOOGL posted this: 'Your headphones just became a personal translator in 70+ languages. Google Translate's "Live translate" with headphones is officially on iOS.'
X search, long broken, has finally been fixed. All it took was a multi-hundred-million-dollar AI model (Seriously, X search is notoriously bad, but Grok is very good at this specific task, though it is funny that I have to burn a ton of tokens to do a keyword search on the site)
Here are the most recent CEOs of public companies to file for their purchase or sale of stock in their own companies $PANW CEO bought $ARM CEO sold $CORT CEO sold $CIFR CEO sold $INDI CEO sold $GETY CEO sold $LEGN CEO sold $PLAY CEO bought $XZO CEO bought
Sugar prices are just starting to move after rebounding from a key historical support level. This could turn into a highly explosive move in my view. Few assets carry such significant societal implications if they begin to rally.
JUST IN: US dollar bills to be printed with President Trump's signature, removing Treasurer signature for the first time. It's not the headline that's insane, it's how normal this all feels now.