Javier Blas
Oman, which is mediating the U.S.-Iran talks, comes out also with an upbeat take. If nothing else, everyone involved seems to want to keep the talks ongoing
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Oman, which is mediating the U.S.-Iran talks, comes out also with an upbeat take. If nothing else, everyone involved seems to want to keep the talks ongoing
Today’s indirect negotiations between The Islamic Republic of Iran and the United States of America in Geneva concluded with good progress towards identifying common goals and relevant technical issues. The spirit of our meetings was constructive. Together we made serious efforts to define a number of guiding principles for a final deal. The contribution of the IAEA Director General Rafael Grossi was much appreciated. Much work is yet to be done, and the parties left with clear next steps before the next meeting. tweet
X (formerly Twitter)
Badr Albusaidi - بدر البوسعيدي (@badralbusaidi) on X
Today’s indirect negotiations between The Islamic Republic of Iran and the United States of America in Geneva concluded with good progress towards identifying common goals and relevant technical issues. The spirit of our meetings was constructive. Together…
Moon Dev
The $2.2M Prediction Market Cheat Sheet: Tracking Whales With Claude
imagine walking into a room and seeing exactly where two million dollars is parked right before the market moves. i used to spend my days staring at candlesticks and praying for a bounce only to watch my account get wiped out by a single liquidation candle. it turns out that the secret to the prediction market game isn't predicting the future but tracking the people who have already bought it.
i spent hundreds of thousands of dollars on developers in the past because i was terrified of the syntax and the complexity of building my own systems. code is the great equalizer because it allows a regular person to compete with institutions that have billions in capital. once i learned to automate my trading i realized that the only way to win is to iterate until you find a system that works without your emotions getting in the way.
there is over 2.2 million dollars in open profit sitting in just a few top positions right now and most people have no idea how to see it. if you can map out every single position a whale holds you are essentially looking at a cheat sheet for the entire global economy. these players aren't just lucky they are often the first to know when a federal reserve decision or a political shift is about to happen.
most traders are stuck in a cycle of over trading and losing money because they think they can outsmart the market with their intuition. i knew i had to automate everything because my own brain was the biggest liability in my portfolio. now i let fully automated systems handle the heavy lifting while i focus on finding the next big anomaly in the data.
the real power comes when you combine whale tracking with real time sentiment analysis from global news sources. by pulling rss feeds from reuters and bloomberg you can see the news before it hits the charts and causes a massive price swing. this creates a lead indicator that tells you exactly when the smart money is about to double down or exit a winning position.
i remember the feeling of losing everything on a trade that i thought was a sure thing because i didn't have a stop loss. now my bots look for resolution timing arbitrage which is a strategy that focuses on markets expiring within forty eight hours. when a market is ninety percent decided and nearing its end you are betting on the mathematical certainty of time rather than just a random guess.
the reason i decide to learn and build live is because you have to iterate to success in this industry. if a bot isn't performing you don't give up you just tweak the code and find a new angle to attack the market. code allows you to backtest an idea in seconds instead of spending months of your life testing it with your own capital.
many people think they need to be a math genius to build a profitable trading system but it really just comes down to logic and persistence. i started with zero knowledge and now i have dashboards that track every move the biggest players in the prediction space are making. this level of transparency is exactly why i believe that automation is the only way to survive in the long run.
there is a specific type of market called an almost decided market where one side has over ninety percent conviction. these are the markets where you can find asymmetrical risk because the price is already baked in but the last few percentage points of movement are pure profit. if you can identify these early enough you can build a portfolio that grows while everyone else is getting liquidated in volatile trades.
the final step of the process is creating a single source of truth where every dashboard and bot communicates with each other. having an all dashboards view means i can see whale movements and news sentiment and expiring contracts all in one place. this isn't just about making money it is about building a system that replaces your manual labor with pure code and logic.
i believe that anyone can do this if they are willing [...]
The $2.2M Prediction Market Cheat Sheet: Tracking Whales With Claude
imagine walking into a room and seeing exactly where two million dollars is parked right before the market moves. i used to spend my days staring at candlesticks and praying for a bounce only to watch my account get wiped out by a single liquidation candle. it turns out that the secret to the prediction market game isn't predicting the future but tracking the people who have already bought it.
i spent hundreds of thousands of dollars on developers in the past because i was terrified of the syntax and the complexity of building my own systems. code is the great equalizer because it allows a regular person to compete with institutions that have billions in capital. once i learned to automate my trading i realized that the only way to win is to iterate until you find a system that works without your emotions getting in the way.
there is over 2.2 million dollars in open profit sitting in just a few top positions right now and most people have no idea how to see it. if you can map out every single position a whale holds you are essentially looking at a cheat sheet for the entire global economy. these players aren't just lucky they are often the first to know when a federal reserve decision or a political shift is about to happen.
most traders are stuck in a cycle of over trading and losing money because they think they can outsmart the market with their intuition. i knew i had to automate everything because my own brain was the biggest liability in my portfolio. now i let fully automated systems handle the heavy lifting while i focus on finding the next big anomaly in the data.
the real power comes when you combine whale tracking with real time sentiment analysis from global news sources. by pulling rss feeds from reuters and bloomberg you can see the news before it hits the charts and causes a massive price swing. this creates a lead indicator that tells you exactly when the smart money is about to double down or exit a winning position.
i remember the feeling of losing everything on a trade that i thought was a sure thing because i didn't have a stop loss. now my bots look for resolution timing arbitrage which is a strategy that focuses on markets expiring within forty eight hours. when a market is ninety percent decided and nearing its end you are betting on the mathematical certainty of time rather than just a random guess.
the reason i decide to learn and build live is because you have to iterate to success in this industry. if a bot isn't performing you don't give up you just tweak the code and find a new angle to attack the market. code allows you to backtest an idea in seconds instead of spending months of your life testing it with your own capital.
many people think they need to be a math genius to build a profitable trading system but it really just comes down to logic and persistence. i started with zero knowledge and now i have dashboards that track every move the biggest players in the prediction space are making. this level of transparency is exactly why i believe that automation is the only way to survive in the long run.
there is a specific type of market called an almost decided market where one side has over ninety percent conviction. these are the markets where you can find asymmetrical risk because the price is already baked in but the last few percentage points of movement are pure profit. if you can identify these early enough you can build a portfolio that grows while everyone else is getting liquidated in volatile trades.
the final step of the process is creating a single source of truth where every dashboard and bot communicates with each other. having an all dashboards view means i can see whale movements and news sentiment and expiring contracts all in one place. this isn't just about making money it is about building a system that replaces your manual labor with pure code and logic.
i believe that anyone can do this if they are willing [...]
Offshore
Moon Dev The $2.2M Prediction Market Cheat Sheet: Tracking Whales With Claude imagine walking into a room and seeing exactly where two million dollars is parked right before the market moves. i used to spend my days staring at candlesticks and praying for…
to put in the time to understand how these systems actually flow. through the pain of losing money i found the motivation to build something that actually works for me every single day. the goal is to keep moving and keep building until your automated systems are doing the work while you live your life.
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X (formerly Twitter)
Moon Dev (@MoonDevOnYT) on X
The $2.2M Prediction Market Cheat Sheet: Tracking Whales With Claude
imagine walking into a room and seeing exactly where two million dollars is parked right before the market moves. i used to spend my days staring at candlesticks and praying for a bounce…
imagine walking into a room and seeing exactly where two million dollars is parked right before the market moves. i used to spend my days staring at candlesticks and praying for a bounce…
The Transcript
$IBM CEO: Memory inflation driven by HBM shift
“ot memory DRAM prices are 6 times that of last year. A big reason for that, for those who are interested, is because a lot of the capacity is moving over to HBM, or high bandwidth memory, which is required for AI servers"
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$IBM CEO: Memory inflation driven by HBM shift
“ot memory DRAM prices are 6 times that of last year. A big reason for that, for those who are interested, is because a lot of the capacity is moving over to HBM, or high bandwidth memory, which is required for AI servers"
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Offshore
Video
Brady Long
RT @polyaivoice: PolyAI has raised $200M from Nvidia, Khosla Ventures, and multiple top VCs.
We're one of the fastest-growing companies in the UK, and we handle 500M+ calls for:
• Marriott
• PG&E
• Gordon Ramsay's restaurants
• And 3,000 more real deployments
Which means that if you've ever called them, chances are you've talked to our voice agents.
Every restaurant we onboard books thousands in revenue within 30 days.
But how?
Because PolyAI works 24/7, answering every call in <2 seconds, and we also:
• switch between 45+ languages
• handle payments & cancellations
• verify identities
• and even upsell your services
if you want to try creating an agent with polyai, we built agent studio lite to make it easy. just enter any url, and in 5 minutes it will analyze your website and build a working agent.
we're opening early access to a limited number of people. comment "polyai" and we'll add you to the waitlist and give you 3 months for free!
tweet
RT @polyaivoice: PolyAI has raised $200M from Nvidia, Khosla Ventures, and multiple top VCs.
We're one of the fastest-growing companies in the UK, and we handle 500M+ calls for:
• Marriott
• PG&E
• Gordon Ramsay's restaurants
• And 3,000 more real deployments
Which means that if you've ever called them, chances are you've talked to our voice agents.
Every restaurant we onboard books thousands in revenue within 30 days.
But how?
Because PolyAI works 24/7, answering every call in <2 seconds, and we also:
• switch between 45+ languages
• handle payments & cancellations
• verify identities
• and even upsell your services
if you want to try creating an agent with polyai, we built agent studio lite to make it easy. just enter any url, and in 5 minutes it will analyze your website and build a working agent.
we're opening early access to a limited number of people. comment "polyai" and we'll add you to the waitlist and give you 3 months for free!
tweet
Offshore
Photo
God of Prompt
🚨BREAKING: xAI just dropped Grok 4.20 and it’s a team of 4 university professor–level agents
This is not a normal model release.
It’s four specialized agents running in parallel, reasoning together before you ever see the answer.
Not one brain guessing.
Four experts cross-checking.
Here’s what that means:
• Problems get decomposed instead of brute-forced
• Assumptions get challenged internally
• Reasoning paths get compared before output
• Forecasts feel structured, not improvised
This is the first time Grok feels less like a chatbot
and more like a thesis committee reviewing your question.
Most AI upgrades are marginal.
This one is architectural.
What do you guys think?
tweet
🚨BREAKING: xAI just dropped Grok 4.20 and it’s a team of 4 university professor–level agents
This is not a normal model release.
It’s four specialized agents running in parallel, reasoning together before you ever see the answer.
Not one brain guessing.
Four experts cross-checking.
Here’s what that means:
• Problems get decomposed instead of brute-forced
• Assumptions get challenged internally
• Reasoning paths get compared before output
• Forecasts feel structured, not improvised
This is the first time Grok feels less like a chatbot
and more like a thesis committee reviewing your question.
Most AI upgrades are marginal.
This one is architectural.
What do you guys think?
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: A balanced mix of beta across four quality stocks — all trading at attractive valuations relative to their growth
1. $MA 26x | 16% | 1.62x
2. $APP 24x | 28% | 0.85x
3. $MSFT 23x | 16% | 1.44x
4. $SPGI 20x | 13% | 1.54 https://t.co/cIQQRtyolT
tweet
RT @DimitryNakhla: A balanced mix of beta across four quality stocks — all trading at attractive valuations relative to their growth
1. $MA 26x | 16% | 1.62x
2. $APP 24x | 28% | 0.85x
3. $MSFT 23x | 16% | 1.44x
4. $SPGI 20x | 13% | 1.54 https://t.co/cIQQRtyolT
tweet
Offshore
Photo
The Few Bets That Matter
$AAPL made a decision not to participate in AI.
They aren’t late, they aren’t behind, they aren’t stupid. Tim Cook is a finance mogul; not an innovator, not a designer, not reckless.
That’s exactly what Wall Street loves about $AAPL.
They chose not to participate because they knew it was financially unsound, and that the market would react negatively on FCF reduction at one point, which isn’t what their shareholders want. They don’t want massive growth. They want stability.
Tim Cook is one of the best CEO because he understands the Street’s expectations, and meets them.
This is why $AAPL trades at a premium.
When it comes to AI, they’ll simply use third-party services, pay for them with their billions in cash flow, and move on. Or build out later.
Distribution and users are what matter. At the end of the day, most users will access AI through their iPhone.
tweet
$AAPL made a decision not to participate in AI.
They aren’t late, they aren’t behind, they aren’t stupid. Tim Cook is a finance mogul; not an innovator, not a designer, not reckless.
That’s exactly what Wall Street loves about $AAPL.
They chose not to participate because they knew it was financially unsound, and that the market would react negatively on FCF reduction at one point, which isn’t what their shareholders want. They don’t want massive growth. They want stability.
Tim Cook is one of the best CEO because he understands the Street’s expectations, and meets them.
This is why $AAPL trades at a premium.
When it comes to AI, they’ll simply use third-party services, pay for them with their billions in cash flow, and move on. Or build out later.
Distribution and users are what matter. At the end of the day, most users will access AI through their iPhone.
Everyone but Apple $AAPL for some reason https://t.co/HKxUyvXkM7 tweet