Some thoughts on the on-going AI apocalypse debate
๐ฑ https://x.com/itscorrekt/status/2026502054114636072?s=20
#AI
#AI
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itscorrekt (@itscorrekt) on X
AI Apocalypse vs Utopia โ Probably Neither
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Pentagon outcasts Anthropic and OpenAI snuck in
US and Israel then bombed Iran to reignite the ME wars
But this is arguably the most bearish news I saw in X today:
https://x.com/itscorrekt/status/2027678607469051965?s=20
US and Israel then bombed Iran to reignite the ME wars
But this is arguably the most bearish news I saw in X today:
https://x.com/itscorrekt/status/2027678607469051965?s=20
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itscorrekt (@itscorrekt) on X
This is so bearish ngl...
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Elevated ST Put Vol
Stripping away the extreme crypto Black Friday event in Feb which is really a crypto-centric liquidity catastrophe, short-term 10-๐น put vols are at 6m highs despite a relatively calm BTC spot price.
But 10-๐น RR are not near the sameโฆ
Stripping away the extreme crypto Black Friday event in Feb which is really a crypto-centric liquidity catastrophe, short-term 10-๐น put vols are at 6m highs despite a relatively calm BTC spot price.
But 10-๐น RR are not near the sameโฆ
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๐ข๏ธ + ๐ฎ๐ท + ๐ค = ๐ฐ๐ท ๐ฅ
Here is a good take on the Kospi plunge
๐ฑ https://x.com/itscorrekt/status/2029057829085298764?s=20
Here is a good take on the Kospi plunge
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A good explanation for the Kospi crash
The energy constraint around the AI story is where Iran geopolitics meet the AI revolution
The energy constraint around the AI story is where Iran geopolitics meet the AI revolution
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This has peak NFT mania vibes and it's not a good thing I think.
https://x.com/i/status/2029663672411267219
https://x.com/i/status/2029663672411267219
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Allie K. Miller (@alliekmiller) on X
oh wow - i went to the sold out Open Claw meetup in NYC last night.
let me tell you what i learned.
1) not a single person thinks that their setup is 100% secure
2) one openclaw expert said he has reviewed setups from cybersecurity experts and laughed.โฆ
let me tell you what i learned.
1) not a single person thinks that their setup is 100% secure
2) one openclaw expert said he has reviewed setups from cybersecurity experts and laughed.โฆ
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๐ข๏ธ On Energy Prices
Not an energy nor geopolitical expert but this looks pretty unsustainable
Not an energy nor geopolitical expert but this looks pretty unsustainable
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A Potential Agentic Economy
This makes sense to me. Building for agents >> building for users
Key implications:
โ Everything must be API-first. No API = doesn't exist for agents. MCP servers are table stakes.
โ Sign-up via API is now table stakes (Jaredโฆ
This makes sense to me. Building for agents >> building for users
Key implications:
โ Everything must be API-first. No API = doesn't exist for agents. MCP servers are table stakes.
โ Sign-up via API is now table stakes (Jaredโฆ
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..... All the rest of that day, on those wild screaming beaches,
The Fix-it-Up Chappie kept fixing up Sneetches.
Off again! On again!
In again! Out again!
Through the machines they raced round and about again,
Changing their stars every minute or two.
They kept paying money. They kept running through
Until neither the Plain nor the Star-Bellies knew
Whether this one was that one...or that one was this one
Or which one was what one...or what one was who.
Then, when every last cent
Of their money was spent,
The Fix-it-Up Chappie packed up
And he went.
And he laughed as he drove
In his car up the beach,
"They never will learn.
No. You can't teach a Sneetch!" .....
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This is supremely silly. Maybe they don't have Dr. Seuss onshore.
This is exactly like The Sneetches...
https://t.co/wutbEEw5Ww
This is exactly like The Sneetches...
https://t.co/wutbEEw5Ww
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Usually not a fan but this is beautifully written. Style is a little exaggerated but tons of gems within this opinion piece.
๐ฑ https://x.com/dgt10011/status/2031757205888762205
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The Generational Prisoner's Dilemma: Three Certain Truths and The Exit Liquidity Trap
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On STRC
Trying to simplify so I get the high-level idea:
1. If bond price < $100, bond coupon increases to support the price, raising the ongoing liability burden
2. If bond price > $101, sell more bonds for cash and use the proceeds to buy BTC
3. If bondโฆ
Trying to simplify so I get the high-level idea:
1. If bond price < $100, bond coupon increases to support the price, raising the ongoing liability burden
2. If bond price > $101, sell more bonds for cash and use the proceeds to buy BTC
3. If bondโฆ
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Quietly and slowly but surely.....
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ๆ
ๅๆ่
ไน่ไน๏ผๆ ๆบๅ๏ผๆ ๅๅใๆ
ๅ
ถๆ่ไธๅฟ๏ผไธๅฟ่
๏ผๅ
ถๆๆชๅฟ
่๏ผ่ๅทฒ่ดฅ่
ไน
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The Curious Case of Gold
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๐บ๐ธ Caught between a rock and a hard place
#MAGA
IRAN'S PARLIAMENT SPEAKER QALIBAF: NO NEGOTIATIONS HAVE BEEN HELD WITH THE US, AND FAKENEWS IS USED TO MANIPULATE THE FINANCIAL AND OIL MARKETS AND ESCAPE THE QUAGMIRE IN WHICH THE US AND ISRAEL ARE TRAPPED: INFINITYHEDGE
#MAGA
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๐ข On Oil and Gold: Looking back in History
๐ฑ https://x.com/itscorrekt/status/2037335388361306618?s=20
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1973 Embargo vs 1990 Gulf War vs 2026 Iran War
Claude-ed a comparison between the 2 other historical precedents with similarity to our current taco-laced ME conflict
TL;DR: Are we going stagflation or reflation?
Claude-ed a comparison between the 2 other historical precedents with similarity to our current taco-laced ME conflict
TL;DR: Are we going stagflation or reflation?
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Mapping the Chokepoints
With Yemen joining the conflict, here is a visual analysis of the situation in the region and its implication on global trade routes
๐ฑ https://x.com/itscorrekt/status/2038080128207774004?s=20
With Yemen joining the conflict, here is a visual analysis of the situation in the region and its implication on global trade routes
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Mapping the Chokepoints
1. Gulf โ Asia : Route โ through Strait of Hormuz across the Indian Ocean
2. Gulf โ Europe : Route โก via Suez, through Hormuz, south down the Arabian Sea, through Bab el-Mandeb, up the Red Sea, and through the Suez. Passes throughโฆ
1. Gulf โ Asia : Route โ through Strait of Hormuz across the Indian Ocean
2. Gulf โ Europe : Route โก via Suez, through Hormuz, south down the Arabian Sea, through Bab el-Mandeb, up the Red Sea, and through the Suez. Passes throughโฆ
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On Negotiations in Pakistan
Personally I have never known a bully to call truce at the negotiating table.
Bullies only concede when they are down on the ground, bloodied-nose and staring defeat in the face and I don't think this administration is not near there, yet.
Geopolitics are unpredictable but bullies everywhere act the same way. Every single time.
https://www.channelnewsasia.com/world/jd-vance-us-iran-war-talks-nuclear-weapons-programme-6051341
Personally I have never known a bully to call truce at the negotiating table.
Bullies only concede when they are down on the ground, bloodied-nose and staring defeat in the face and I don't think this administration is not near there, yet.
Geopolitics are unpredictable but bullies everywhere act the same way. Every single time.
https://www.channelnewsasia.com/world/jd-vance-us-iran-war-talks-nuclear-weapons-programme-6051341
CNA
US and Iran end 21-hour peace talks without agreement before Vance departs
The US delegation left Islamabad after presenting Iran its "final and best offer", with the main sticking point being Tehranโs nuclear programme.
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An explanation for $HYPE's VRP premium
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