Offshore
Photo
NecoKronos
Don't want to miss out on this one gents 🤯

Tommorow i will be hosting a stream inside MMT discord with the master @joel_sabugal !

🎙 Inside the Liquidity – LIVE

This week we’re joined by @joel_sabugal - order flow specialist who actually trades what he sees.

Expect sharp discussions on:
• absorption
• reading liquidity
• spotting real delta
• how to think through live market conditions

If you want to understand how traders process information before they click buy or sell, this one’s for you.

Bring questions. Bring popcorn. Take notes.

Drop a comment if you’re tuning in 👇🔥
- MMT
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: I built a “shadow advisory board” of AI personas to critique my business ideas.

Includes:

• Peter Thiel
• Naval
• Buffett
• YC partner
• skeptical VC

Here’s how I structured it ↓ https://t.co/gGat9Ou6jn
tweet
Offshore
Photo
Moon Dev
scaling clawbot

i secured four more clawbots and possibly a fifth

today i am working on my scaling plan and applying it to algorithmic trading

the goal is to have eight 24/7 quants working for me

see the exact setup if there is still a ticket available

join here https://t.co/Aw7dcEw2RV

moondev
tweet
Javier Blas
RT @citrinowicz: Geneva: The Assumptions Required to Avoid War

As a decisive round of talks approaches in Geneva, success will depend less on tactical maneuvering and more on whether both sides arrive with realistic assumptions.

First and foremost- This will not be a grand bargain. It will be a limited, stabilizing agreement designed to prevent war and block Iran’s path to a nuclear weapon — not to resolve all disputes between Washington and Tehran.

What Iran Must Understand?

1. There is no return to the JCPOA.
This will not be a restoration of the 2015 agreement. The political environment in Washington has changed. A new framework — narrower, more security-focused, and politically defensible in the U.S. — is the only viable path forward.

2. Optics matter as much as substance.
Any agreement must allow the U.S. President to demonstrate a clear win. A symbolic gesture — a high-level meeting, a joint statement, a visible concession — may be politically as important as the technical nuclear details. Without that, no agreement will be sustainable in Washington.

3. Sanctions relief will be limited and conditional.
Full normalization is not on the table. Relief will be phased, reversible, and directly tied to verifiable nuclear steps.

4. A symbolic missile gesture may be necessary.
Iran is unlikely to dismantle its missile program or abandon regional partners. But a declaratory commitment or confidence-building measure could help Washington demonstrate that broader security concerns were addressed.

5. Economic openings create stability.
Allowing structured Western or potentially even American — involvement in Iran’s energy sector would create shared economic stakes in de-escalation and provide Tehran with tangible incentives.

6. Serious nuclear concessions are unavoidable.
At minimum:
A. A long-term freeze on high-level enrichment
B. Maximum transparency and intrusive inspections
C. Removal or diluting of highly enriched uranium
Without these steps, no agreement will pass political scrutiny in the United States.
The bottom line,
Iran must recognize that this would be a limited deal: it could stabilize its economy and reduce war risk, but it will not bring full sanctions removal or strategic normalization.

What the United States Must Understand

1. Regime change is not a viable strategy.
Military escalation — including targeted strikes or leadership decapitation — is unlikely to produce a compliant or pro-Western Iran. It could just as easily produce fragmentation or a more radicalized leadership.

2. Iran is economically strained but not capitulating.
Tehran appears willing to make meaningful nuclear concessions — but only if the agreement addresses its core economic pressures. The U.S. should prioritize nuclear rollback over maximalist demands.

3. Missile and proxy issues cannot be solved in this round.
Insisting on comprehensive restrictions on Iran’s missile program or regional network risks collapsing the talks. At best, limited or declaratory commitments are achievable now.

4. Non-attack assurances alone will not suffice.
Iran will not trade significant nuclear limits solely for security guarantees. Economic relief must be part of the package.

5. War with Iran is unpredictable.
The United States knows how a conflict with Iran might begin. It does not know how it would end. Escalation could draw in regional actors, disrupt global energy markets, and harden Iranian strategic doctrine for a generation.

The Strategic Bottom Line for the US is that In the current environment, diplomacy can likely secure meaningful nuclear constraints that block Iran’s path to a bomb for years.
Attempting to solve every outstanding dispute — missiles, regional proxies, ideological hostility — will likely collapse negotiations and increase the probability of a broader regional war. Such a war would not guarantee regime change, surrender, or strategic transformation in Tehran.

Finally, breakthrough in Geneva is pos[...]
Offshore
Javier Blas RT @citrinowicz: Geneva: The Assumptions Required to Avoid War As a decisive round of talks approaches in Geneva, success will depend less on tactical maneuvering and more on whether both sides arrive with realistic assumptions. First and foremost…
sible — but only if both sides enter the room aligned around a shared, realistic objective:
A limited agreement that prevents war, blocks nuclear escalation, and stabilizes the regional balance — even if it leaves larger disputes unresolved. If the parties will try to secure more then...escalation is almost inevitable.

#GenevaSummit2026
#IranRevolution2026
tweet
Lumida Wealth Management
1/ Daily News Round-Up:

- Goldman revises board selection criteria
- Elliott takes 10% stake in Norwegian Cruise
- Micron ramps memory capacity in AI crunch
- Anthropic–Pentagon talks stall over guardrails
- SpaceX/xAI enter drone swarm contest
tweet
Jukan
Mizuho argued in its latest report that there is a possibility of a Broadcom (AVGO)-ARM partnership being announced at ARM's March 24 event, and that an ARM-Broadcom ASIC designed for OpenAI could potentially reduce power consumption per token by 30%+ compared to existing GPUs.
tweet
Jukan
According to Chinese local media reports, Apple is reportedly exploring partnerships with Chinese memory chip manufacturers YMTC and CXMT.

It has even been reported that Apple has already added YMTC to its supplier list.

$AAPL $MU
tweet
Offshore
Video
The Transcript
RT @TheTranscript_: Buffett while holding up his Coca-Cola can:

"For 94 years, I’ve been able to drink what I want, do what I want & I’ve defied all the predictions of what should’ve happened to me..Charlie & I...never really exercised all that much. We weren’t carefully preserving ourselves" https://t.co/wZGdQutlTK
tweet
Offshore
Video
Moon Dev
The Polymarket Cheat Code: Why 80% of Markets Are Designed to Fail and How I Automate the Fade

most people are walking into polymarket like it is a casino but i just found a way to make it look like a math problem where eighty percent of the answers are already written on the wall. it turns out that the vast majority of markets actually end in a no which is a statistical edge that most traders completely ignore because they are too busy chasing the hype of a yes. if you can find a way to systematically bet against the over excited buyers then you have essentially built a machine that harvests their emotional mistakes every single minute.

the secret is that most markets are actually designed to fail and if you know how to fade the whales you can catch moves that seem impossible to a manual trader. i have seen so many people lose their entire bankroll because they tried to follow a massive price move thinking it was insider information when it was really just a desperate buyer. by using claude opus 4.5 i have managed to build a logic that identifies these specific whale spikes and automatically takes the opposite side.

trading by hand is basically a death wish in these markets because you cannot watch every single websocket sweep and order book change across hundreds of different predictions. you might think you need a degree in data science to build this but i am telling you that the latest ai models are the actual game changer. i spent years losing hundreds of thousands of dollars because i thought i had to hire expensive developers to build my visions but now i just iterate live and let the code do the heavy lifting.

it is a wild realization when you see that code is the only thing that separates you from getting liquidated by every random wick in the middle of the night. my system is constantly indexing new markets and listening for those big moves so it can place bids that only need to hit every once in a while to be profitable. we are talking about a strategy where you can lose thirty times in a row and still come out on top because the one win covers everything and then some.

most people get stuck in the cycle of over trading and trying to be right every single time but the best traders are actually the best losers. you have to be willing to get cooked every once in a while as long as your process is sound and you are letting the math do the heavy lifting. i used to be the guy getting liquidated and staring at the screen until my eyes bled but now i have fully automated systems that do the work for me while i live my life.

if you are not using automation then you are essentially volunteering to be the exit liquidity for people like me who are building these systems in real time. the gap between the people who code and the people who click buttons is getting wider every single day and you have to decide which side of that trade you want to be on. i learned to code because i had no other choice after losing it all and it was the best decision i ever made because it removed the emotion that was killing my bankroll.

one of the most powerful features of this new setup is how it filters out the noise by ignoring sports and crypto markets which are often too volatile for this specific play. we are looking for those predictable prediction markets where the crowd gets over confident about an event that is statistically unlikely to happen. by setting an absolute threshold for the price spike we ensure that we are only entering when the risk to reward ratio is heavily skewed in our favor.

the technical logic relies on a websocket that listens for any sweep over a thousand dollars which is usually the sign of a whale entering the market. once that sweep is detected the bot indexes the market and stores the current price as a baseline to monitor for future movements. if the price of a yes token jumps by twenty percent from that baseline then the bot immediately places a bid for the no tokens at a specific discount.

this approach is all abou[...]
Offshore
Moon Dev The Polymarket Cheat Code: Why 80% of Markets Are Designed to Fail and How I Automate the Fade most people are walking into polymarket like it is a casino but i just found a way to make it look like a math problem where eighty percent of the answers…
t finding a mean reversion in a market that is already biased toward a specific outcome from the start. i decided to name this the no fade whale bot because it literally survives by fading the biggest players in the room who are moving the price with their ego. it is a beautiful thing to see the code execute a trade at three in the morning while i am fast asleep knowing that it is following the exact rules i laid out.

there was a moment during the development where the bot had the logic inverted and it was showing a massive return that was actually just a glitch in the data. it is a reminder that you have to be constantly debugging and refining your systems because one small error in the code can be the difference between a win and a total wipeout. this is why i believe in iterating to success rather than trying to launch a perfect product on day one.

the stink bid bot i was testing recently only needed to win one out of thirty three times to be profitable and we actually hit a solid win during the testing phase. it was not a massive win in dollar terms but it was a proof of concept that the strategy works when you have the patience to let the automation run. you cannot have that kind of discipline when you are trading manually because your brain will always try to talk you out of the trade.

i spent so much money on developers in the past thinking i could never code myself but the truth is that the tools available now have made the barrier to entry almost zero. you can see exactly how i use the ai to create complex data structures and websocket listeners without needing a computer science degree. it is all about the iteration and having the heart to keep going even when you hit a few losses in a row.

the final loop closes when you realize that your bankroll is no longer at the mercy of your own bad habits or emotional outbursts. you have a system that checks the prices every sixty seconds and makes logical decisions based on hard data rather than what you feel in your gut. i believe that code is the great equalizer because it gives the retail trader a fighting chance against the insiders and the whales.

now we are here with fully automated systems trading for me instead of getting liquidated and it all started with the simple realization that i had to stop being the one clicking the buttons. the world of prediction markets is evolving fast and if you are not using the latest ai tools to help you build then you are already falling behind. keep your head down and keep building because the math is the only thing that will never lie to you in this game
tweet
Offshore
Photo
Bourbon Capital
$INTU is currently trading at its lowest valuation in more than 10 years.

- EV/EBITDA has dropped to its lowest level in more than 10 years....
- Free cash flow has been growing at 20% annually
- Operating cash flow is at an all time high
- Free cash flow yield is at 10 years high......

CEO and Directors, it’s time to approve a massive buyback and start buying shares.
tweet
Offshore
Video
Brady Long
RT @hwbhatti: Think it. Say it. Done.

The average person spends 3 hours typing + switches 1,000 tabs per day.

That ends today.

Meet Lemon: The first voice-to-action AI agent that turns your voice commands into finished tasks.

RT + Comment "Lemon" to get free access for 30 days.

(must be following so I can DM you)
tweet