Gold and silver are not acting well in a period of rapidly rising geopolitical risks. We have an Iran War, Strait of Hormuz blockade, rising volatility. In the old framework, that setup should be close to ideal for gold. But once you understand what is now…

Nothing unusual about gold selloff. Profit taking a 3yr move and raising cash as we go risk off. Think it spends most of the year building the next base.

There’s a new kind of burnout now.

Not from working too much.

From trying to keep up
with tools, models, frameworks, launches,
and 600 people saying “it’s over” every morning.

research is now so commoditized that the game is less about esoteric information and more about execution, sizing, and trade expression

crypto traders may have the best discretionary instincts in the world rn because of how many market cycle reps they've…

🚨 “If Iran doesn’t FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST…” - President DONALD J.…

A Framework for What Comes Next

Alongside military bases, those financial entities that finance the US military budget are legitimate targets. US treasury bonds are soaked in Iranians' blood. Purchase them, and you purchase a strike on your HQ and assets.

We monitor your portfolios. This…

wtf did i just read LMAO

ai-powered cows worth $2 billion are using an algorithm called the “cowgorithm” to boost farming productivity (i’m not fucking joking)

- Halter makes ai-powered cow collars that virtually monitor health, location and herd cows
…

And one major problem with knowing too much or seeing things clearly is that you lose the ability to participate in certain illusions that make life easier for everyone else.

Truth Social is America's "Big Tent" social media platform that encourages an open, free, and honest global conversation without discriminating on the basis of political ideology.

IRANIAN MEDIA SAYS THERE WAS NO DIRECT OR INDIRECT CONTACT WITH TRUMP AND CLAIMS HE WITHDREW AFTER THREATENING TO ATTACK WEST ASIA ENERGY FACILITIES: RTRS

brutal that Balancer was just extremely close to fully shutting down and winding down the whole protocol

from the founder post

We’re saying goodbye to the Sora app. To everyone who created with Sora, shared it, and built community around it: thank you. What you made with Sora mattered, and we know this news is disappointing.

We’ll share more soon, including timelines for the app…

OpenAI just exited the video generation business entirely. App dead. API dead. No video inside ChatGPT. Disney’s $1 billion deal, signed four months ago, is dead.

Read that again. This isn’t a consolidation into the super app. Altman told staff Tuesday that…

According to Arkham, among the 6,000 BTC held by Irish drug dealer Clifton Collins—previously believed to be permanently lost—500 BTC (worth about $35.44 million) were moved on March 24 at 12:51 after nearly 10 years of dormancy and transferred into Coinbase.…

convenience is washing away friction that actually carried a lot of signal

perfect summary