I longed some YEN, will add if we go lower

My conviction increased in that trade so I will make it a 50% normal sized position

(If I am given a better a better entry)

Same kind of people getting mad yields not expanding as the oil bulls

They don't understand that the machine doesn't obey the law of supply and demand but is being actively tampered with

No need to be mad

Until reality catches up to expectations it won't move

I cut the mags legs and keeping the QQQ short

Small headwind nothing to worry about

Upbit and Bithumb report 50% declines in H1 revenue, reflecting market contraction

Source

If they allow a recession to happen the amount of bankruptcies we shall see will be vastly larger than 1929

They're zombies today and with the coming AI disruption an economic downturn will be the final nail in the coffin

Alright managed to escape with a profit this trade with bad timing, won't push my luck and Tping here

In practice when things get complex it is not that easy. You better have a good handling of model capabilities and more importantly clearly define their roles and avoid all forms of bloating. You need to rely more on the SOTA models than I thought, so while you do save $, it's less than half of what I expected

I also think Claude Code & Codex provide a lot more scaffholding by default for everyone not already a good or great SWE. Which all things considered might be worth the extra cost

Imagine not trying to take everything you can from airlines. Really worst businessess with car rentals

Added more, still leaving room to add

btc chadding hard

It's kind of funny that you can put the transcript of a podcast you're not a master of into chatgpt and have it destroys all the thesis enumerated by the guy in 10min.
This guy sometimes spent anywhere between 2y to 40y getting where he is and he worse than a 4-6 months years old AI system at his domain

If this goes so does Trump mid terms chances