.. On March 4th, I ASSUMED the US Military had an active plan to open the Strait." [QT @biancoresearch: Looking at Goldman Sachs Research gives a good timeline for thinking about the Strait of Hormuz * March 4, Hormuz flows would recover in 5 days. * March 9, they pushed that to 10 days * March 11, they extended it again to 21 days of very low flows before a 30-day gradual]
BREAKING: Meta, $META, is planning sweeping layoffs that could affect 20% or more of the company, per Reuters. Details include: 1. Meta seeks to offset "costly" AI infrastructure bets 2. Top executives have signaled plans to senior leaders at Meta and told them to begin
BREAKING: US oil companies are set to make an additional $60+ billion this year if oil prices sustain current levels. US oil companies are: 1. Expected to be the "biggest beneficiaries" of the Iran war 2. Set to generate an extra $5 billion in free cash flow this month alone
Strait of Hormuz, "any country except US and Israel", "currently closed", "cargo paid in Yuan", President Donald Trump urged other nations to send ships
Israel, "critically low on ballistic missile interceptors", Iran war hits week three, U.S. forces continue to degrade Iranian military capability, Iran's leadership consolidated, absorbed strikes without decisive degradation
RAPIDAN: “.. two weeks into the war, Tehran's leadership has consolidated, forces have dispersed and absorbed strikes without decisive degradation, and Iran is shaping traffic through the Strait of Hormuz on its own terms. The regime sees no pressure to exit ..”
Switzerland closed its airspace, US military flights, Iran war, neutrality
瑞士此举是其长期中立政策的体现，可能对美国在地区冲突中的军事行动造成一定限制，但具体影响尚待观察。
BREAKING: Switzerland closed its airspace for US military flights directly linked to the Iran war, citing its tradition of neutrality in armed conflicts, pet Bloomberg
U.S. Embassy in Baghdad attacked, urged American citizens to leave Iraq, second time since Iran war started, attack on civilian airport radar in Kuwait, drone attack on Lanaz Refinery in Erbil, Iranian military source, false flag operation by US or Israel, Iran and allied Iraqi militia groups denied attacking
(NYT) - The U.S. Embassy in Baghdad urged all American citizens to leave Iraq immediately on Saturday after the embassy was attacked overnight for the second time since the war with Iran started.
BREAKING: US oil companies are set to make an additional $60+ billion this year if oil prices sustain current levels. US oil companies are: 1. Expected to be the "biggest beneficiaries" of the Iran war 2. Set to generate an extra $5 billion in free cash flow this month alone
BREAKING: Meta, $META, is planning sweeping layoffs that could affect 20% or more of the company, per Reuters. Details include: 1. Meta seeks to offset "costly" AI infrastructure bets 2. Top executives have signaled plans to senior leaders at Meta and told them to begin
Chatbots were just the beginning. The era of Claws is here. 🦀 At #NVIDIAGTC, we’re diving into the rise of autonomous, self-evolving AI agents that don’t just assist—they operate and learn independently. Join Ali Golshan and leaders from @CrowdStrike, @ServiceNow, and
The popularity of GLP-1 drugs has exploded. Once a relatively obscure class of drugs prescribed for people with diabetes, GLP-1s have now shown an impressive ability to treat obesity, which affects over 100 million Americans. The drugs also show promise in helping to curb
U.S. forces, degrade Iranian military capability, Tehran's leadership consolidated, forces dispersed, absorbed strikes without decisive degradation, shaping traffic through the Strait of Hormuz
RAPIDAN: “.. two weeks into the war, Tehran's leadership has consolidated, forces have dispersed and absorbed strikes without decisive degradation, and Iran is shaping traffic through the Strait of Hormuz on its own terms. The regime sees no pressure to exit ..” @RapidanEnergy
Remember that just yesterday, Tehran was reportedly floating a completely different condition: cargo paid in yuan. Today, it’s “any country except the U.S. and Israel can pass.” That is not a reopening. It is evidence the rules are being improvised in real time. And two days
TRUMP, STRIKES ON KHARG ISLAND TOTALLY DEMOLISHED MOST OF THE ISLAND, NOT READY TO MAKE A DEAL WITH IRAN, TERMS ARE NOT GOOD ENOUGH YET, Iran's Supreme Leader dead a rumor
katana TGE march 18 with $700m locked. 35% yields for 60-day locks pulled $500m in one week. 3x early depositor rewards start tapering immediately after launch. the real signal is whether TVL holds post-unlock or if this becomes another incentive cliff rotation. positioning
.. On March 4th, I ASSUMED the US Military had an active plan to open the Strait." [QT @biancoresearch: Looking at Goldman Sachs Research gives a good timeline for thinking about the Strait of Hormuz * March 4, Hormuz flows would recover in 5 days. * March 9, they pushed that to 10 days * March 11, they extended it again to 21 days of very low flows before a 30-day gradual]
NVIDIAGTC, autonomous, self-evolving AI agents, Claws
这标志着AI发展重点向更独立、更复杂的AI系统显著转变，预示着英伟达等领先AI公司的战略方向。
Chatbots were just the beginning. The era of Claws is here. 🦀 At #NVIDIAGTC, we’re diving into the rise of autonomous, self-evolving AI agents that don’t just assist—they operate and learn independently. Join Ali Golshan and leaders from @CrowdStrike, @ServiceNow, and https://t.co/dmq548DFDD
$62 billion in annual free cash flow (at $55/barrel), $163 billion in annual free cash flow (at $100/barrel), additional $60+ billion this year, extra $5 billion in free cash flow this month
伊朗战争导致的油价飙升正带来美国石油公司前所未有的盈利增长，使其成为冲突中的主要经济赢家。
This is absolutely insane: Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel. Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if
There are widespread reports on Iran allowing "any country aside from the US and Israel" to pass through the Strait of Hormuz. If this is true, China and India alone will be able to restore nearly 7 million barrels of oil supply PER DAY. In other words, ~39% of the 18 million
U.S. forces continue to degrade Iranian military capability, Kharg Island totally demolished, White House: Trump attacked Iran ... felt as though Iran would strike the US first
TIA unlocks finished november 2025. $2.7m daily sell pressure that took this from $20 to $0.34 is largely absorbed. the token still only generates $1,300 in monthly fees. infrastructure is 97% down and the structural selling is done. what's left is pure demand vs no demand.
This is absolutely insane: Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel. Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if
Chatbots were just the beginning. The era of Claws is here. 🦀 At #NVIDIAGTC, we’re diving into the rise of autonomous, self-evolving AI agents that don’t just assist—they operate and learn independently. Join Ali Golshan and leaders from @CrowdStrike, @ServiceNow, and https://t.co/dmq548DFDD
this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to https://t.co/0OuSTFnr0j
There are widespread reports on Iran allowing "any country aside from the US and Israel" to pass through the Strait of Hormuz. If this is true, China and India alone will be able to restore nearly 7 million barrels of oil supply PER DAY. In other words, ~39% of the 18 million
NEW: Gen. Caine briefed Trump several times that an American attack could prompt Iran to close the Strait of Hormuz. Trump acknowledged the risk but told his team Tehran would likely capitulate before closing the strait—and if Iran tried, the U.S. military could handle it. https://t.co/NhbLMwNUHA
yea she's kinda tight bro. $145 now .. gotta refresh hourly [QT @Rory_Johnston: Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels.]
Chatbots were just the beginning. The era of Claws is here. 🦀 At #NVIDIAGTC, we’re diving into the rise of autonomous, self-evolving AI agents that don’t just assist—they operate and learn independently.
Remember that just yesterday, Tehran was reportedly floating a completely different condition: cargo paid in yuan. Today, it’s “any country except the U.S. and Israel can pass.” That is not a reopening. It is evidence the rules are being improvised in real time.
Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel. Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if
Strategic reserves likely cannot solve the oil crisis: A coordinated G7 SPR release would only deliver ~1.2 million barrels of oil per day, according to JPMorgan estimates. Historically, emergency releases have peaked at ~1.4 million barrels per day. However, the US reserve
Chatbots were just the beginning. The era of Claws is here. 🦀 At #NVIDIAGTC, we’re diving into the rise of autonomous, self-evolving AI agents that don’t just assist—they operate and learn independently. Join Ali Golshan and leaders from @CrowdStrike, @ServiceNow, and https://t.co/dmq548DFDD
Remember that just yesterday, Tehran was reportedly floating a completely different condition: cargo paid in yuan. Today, it’s “any country except the U.S. and Israel can pass.” That is not a reopening. It is evidence the rules are being improvised in real time. And two days [QT @nypost: Any country except for US and Israel can pass through Strait of Hormuz, Iranian Foreign Minister says https://t.co/AHDmOiKt90 https://t.co/SSePAoCZij]
This is absolutely insane: Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel. Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if
Strategic reserves likely cannot solve the oil crisis: A coordinated G7 SPR release would only deliver ~1.2 million barrels of oil per day, according to JPMorgan estimates. Historically, emergency releases have peaked at ~1.4 million barrels per day. However, the US reserve
Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels.
Chatbots were just the beginning. The era of Claws is here. 🦀 At #NVIDIAGTC, we’re diving into the rise of autonomous, self-evolving AI agents that don’t just assist—they operate and learn independently. Join Ali Golshan and leaders from @CrowdStrike, @ServiceNow, and
Verified: The story is true. Sydney tech entrepreneur Paul Conyngham (data/ML expert, no formal bio background) spent ~$3k sequencing his rescue dog Rosie's mast cell tumor DNA. He used ChatGPT + AlphaFold to analyze mutations and blueprint a custom mRNA vaccine. UNSW RNA team
The prospect of a prolonged Iran war and elevated oil prices is prompting stock investors to reassess a broader array of industries, from food delivery firms to cosmetics makers
“现在的条款不够好，把对方的石油设施多炸一炸，就能拿到更好的条款”？ 1914 vibe又来了。 [QT @The_RockTrading: TRUMP: I'M NOT READY TO MAKE A DEAL WITH IRAN BECAUSE THE TERMS ARE NOT GOOD ENOUGH YET - NBC. TRUMP: STRIKES ON KHARG ISLAND TOTALLY DEMOLISHED MOST OF THE ISLAND, BUT WE MAY HIT IT A FEW MORE TIMES JUST FOR FUN- NBC. 75% there. War over soon. Close the puts.]
It’s really simple and terrifying. Chain of command has been severely disrupted. Civilian authorities are not in charge. So when “foreign minister says ok to ship” or Prezident Pez says “no attacks on neighbors” right before irgc says💥 … it is neither truth nor misdirection. [QT @biancoresearch: Remember that just yesterday, Tehran was reportedly floating a completely different condition: cargo paid in yuan. Today, it’s “any country except the U.S. and Israel can pass.” That is not a reopening. It is evidence the rules are being improvised in real time. And two days]
The leaks are hysterical. Literally no one else is to blame! [QT @Amy_Siskind: WSJ: only Hegseth, Rubio and Vance involved with Trump in planning the strikes in Iran, quite not normal. As this conflict risks becoming another Middle East quagmire, this could end any real presidential hopes for Rubio and Vance. https://t.co/VUtnHCa8IE]
Trump on gas prices and the Strategic Petroleum Reserve: "I filled it up once, and I'll fill it up again. But right now, we'll reduce it a little bit, and that brings the prices down. We have to get rid of the evil... somebody had to do it. 47 years of horror."
Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels.
Verified: The story is true. Sydney tech entrepreneur Paul Conyngham (data/ML expert, no formal bio background) spent ~$3k sequencing his rescue dog Rosie's mast cell tumor DNA. He used ChatGPT + AlphaFold to analyze mutations and blueprint a custom mRNA vaccine. UNSW RNA team
Dispatching Japanese military vessels to the Middle East to escort ships would face “high hurdles,” a senior official said, after President Trump expressed hopes that Tokyo would join the US to keep the Strait of Hormuz “open and safe” https://t.co/aARkjY7ab0
It’s really simple and terrifying. Chain of command has been severely disrupted. Civilian authorities are not in charge. So when “foreign minister says ok to ship” or Prezident Pez says “no attacks on neighbors” right before irgc says💥 … it is neither truth nor misdirection.
WSJ: only Hegseth, Rubio and Vance involved with Trump in planning the strikes in Iran, quite not normal. As this conflict risks becoming another Middle East quagmire, this could end any real presidential hopes for Rubio and Vance. https://t.co/VUtnHCa8IE
Strategic reserves likely cannot solve the oil crisis: A coordinated G7 SPR release would only deliver ~1.2 million barrels of oil per day, according to JPMorgan estimates. Historically, emergency releases have peaked at ~1.4 million barrels per day. However, the US reserve https://t.co/0pxfkIKFzC
we used to have an internal goal, which felt totally impossible, of an AI that could write a coherent 1000-line program. the tech has come a long way! [QT @gdb: happy birthday gpt-4]
Once we start seeing which breakthru in so many more areas of life, AI will be embraced as common good technology easily by us all. It will be same for jobs, we will have superior and more enriching jobs for masses too. [QT @grok: @greekdev @IterIntellectus Verified: The story is true. Sydney tech entrepreneur Paul Conyngham (data/ML expert, no formal bio background) spent ~$3k sequencing his rescue dog Rosie's mast cell tumor DNA. He used ChatGPT + AlphaFold to analyze mutations and blueprint a custom mRNA vaccine. UNSW RNA team]
A U.S. Air Force B-52 Stratofortress takes off for a night mission during Operation Epic Fury. Strikes from U.S. forces continue to be unpredictable, dynamic, and decisive. https://t.co/LU9zogVy7C
China Air Force near Taiwan, Israel and Lebanon direct talks, Japan military vessels to Strait of Hormuz, US State Department orders evacuation from Oman
Trump on gas prices and the Strategic Petroleum Reserve: "I filled it up once, and I'll fill it up again. But right now, we'll reduce it a little bit, and that brings the prices down. We have to get rid of the evil... somebody had to do it. 47 years of horror."
Strategic reserves likely cannot solve the oil crisis: A coordinated G7 SPR release would only deliver ~1.2 million barrels of oil per day, according to JPMorgan estimates. Historically, emergency releases have peaked at ~1.4 million barrels per day. However, the US reserve https://t.co/0pxfkIKrFN
Well then I guess this is going higher https://t.co/u3Rsf1WzmA [QT @Urgent_Dubai_TV: 🚨 UAE losses in the war are staggering. Around $1 million is reportedly lost every minute — nearly $10 billion per week, excluding losses in tourism, hotels, and other sectors. What if the war lasts for months? https://t.co/RVEQSPufWf]
Indonesia is grappling with spiking fuel prices as war in the Persian Gulf upends supply — just as more than 100 million residents travel for Eid https://t.co/1BVoZ1Cksz
yea she's kinda tight bro. $145 now .. gotta refresh hourly [QT @Rory_Johnston: Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels. https://t.co/bDjja8NJqH]
we used to have an internal goal, which felt totally impossible, of an AI that could write a coherent 1000-line program. the tech has come a long way! [QT @gdb: happy birthday gpt-4]
Once we start seeing which breakthru in so many more areas of life, AI will be embraced as common good technology easily by us all. It will be same for jobs, we will have superior and more enriching jobs for masses too. [QT @grok: @greekdev @IterIntellectus Verified: The story is true. Sydney tech entrepreneur Paul Conyngham (data/ML expert, no formal bio background) spent ~$3k sequencing his rescue dog Rosie's mast cell tumor DNA. He used ChatGPT + AlphaFold to analyze mutations and blueprint a custom mRNA vaccine. UNSW RNA team]
Japanese carmakers like Honda and Nissan are losing market share at an alarming rate as China takes the lead in electrification. Can the once mighty Japanese car brands rally in the face of this threat? https://t.co/1gp0KDPaKS https://t.co/swHeGcktSi
The Supreme Court’s decision blocking Donald Trump’s tariff strategy has thrown US trade policy into turmoil. As the president scrambles for a new path, we look at what his trade war has accomplished https://t.co/97cAgEbeKq https://t.co/87CcM6SKxe
We should be open to revisiting whole beacon/execution client separation thing. Running two daemons and getting them to talk to each other is far more difficult than running one daemon. Our goal is to make the self-sovereign way of using ethereum have good UX.
Strategic reserves likely cannot solve the oil crisis: A coordinated G7 SPR release would only deliver ~1.2 million barrels of oil per day, according to JPMorgan estimates. Historically, emergency releases have peaked at ~1.4 million barrels per day. However, the US reserve https://t.co/0pxfkIKrFN
It’s happening. [QT @MrGoldBro: Anduril gets a $20B contract. Tesla about to start on TerraFab. Hadrian announced a new factory. The new techno-industrial base is alive and well.]
This is crazy, if true! AI-age services could be harsh on such businesses / tactics. [QT @grok: @greekdev @IterIntellectus Verified: The story is true. Sydney tech entrepreneur Paul Conyngham (data/ML expert, no formal bio background) spent ~$3k sequencing his rescue dog Rosie's mast cell tumor DNA. He used ChatGPT + AlphaFold to analyze mutations and blueprint a custom mRNA vaccine. UNSW RNA team]
Japanese carmakers like Honda and Nissan are losing market share at an alarming rate as China takes the lead in electrification. Can the once mighty Japanese car brands rally in the face of this threat? https://t.co/1gp0KGOaKS https://t.co/swHeGcktSi
Supreme Court, Donald Trump’s tariff strategy, US trade policy turmoil
这一裁决对美国未来的贸易政策路径造成了重大冲击，迫使政府寻求新的贸易路径，并可能影响国际贸易关系。
The Supreme Court’s decision blocking Donald Trump’s tariff strategy has thrown US trade policy into turmoil. As the president scrambles for a new path, we look at what his trade war has accomplished https://t.co/97cAgEbeKq https://t.co/87CcM6SKxe
A coordinated G7 SPR release would only deliver ~1.2 million barrels of oil per day, according to JPMorgan estimates. Historically, emergency releases have peaked at ~1.4 million barrels per day.
I heard a claim today that the Korean govt buys about 10k H100/B200 class GPUs per year to be granted to businesses and universities. Is this not a dramatic under-investment?
We should be open to revisiting whole beacon/execution client separation thing. Running two daemons and getting them to talk to each other is far more difficult than running one daemon. Our goal is to make the self-sovereign way of using ethereum have good UX. In many cases
Japanese carmakers like Honda and Nissan are losing market share at an alarming rate as China takes the lead in electrification. Can the once mighty Japanese car brands rally in the face of this threat?
The Supreme Court’s decision blocking Donald Trump’s tariff strategy has thrown US trade policy into turmoil. As the president scrambles for a new path, we look at what his trade war has accomplished
Australia, reliable LNG supply, Middle East conflict, boost investment
澳大利亚正借全球地缘政治动荡之机，将自身定位为稳定的能源供应国，以吸引对其天然气行业的投资。
Australia’s government touted the country’s ability to supply LNG reliably as global energy markets are roiled by the Middle East conflict, while calling on trading partners to boost investment in its gas resources https://t.co/ZfJtemtPfQ
Oil-loading operations at a key port in the United Arab Emirates have resumed after a drone strike and fire on Saturday forced a halt to exports https://t.co/gdlpjK3Sl5
an AI agent just dropped $250k to acquire bittensor subnet 97. not a human, not a DAO, an autonomous agent that now owns and operates revenue-generating infrastructure. TAO up 8.6% on ETF filings, market completely ignoring that AI agents can now be infrastructure owners with
Oil-loading operations at a key port in the United Arab Emirates have resumed after a drone strike and fire on Saturday forced a halt to exports https://t.co/gdlpjK3Sl5
an AI agent just dropped $250k to acquire bittensor subnet 97. not a human, not a DAO, an autonomous agent that now owns and operates revenue-generating infrastructure. TAO up 8.6% on ETF filings, market completely ignoring that AI agents can now be infrastructure owners with
Iran Revolutionary Guard, shipping warnings, visa system, Thai ship, India ships, Iranian oil tankers released, conditional exchange, 20 arrests, sharing military location with Israel
an AI agent just dropped $250k to acquire bittensor subnet 97. not a human, not a DAO, an autonomous agent that now owns and operates revenue-generating infrastructure. TAO up 8.6% on ETF filings, market completely ignoring that AI agents can now be infrastructure owners with
Giorgia Meloni has long pitched nuclear energy as a cure for Italy’s wilting economy — now her government is plotting how to actually resurrect the banned technology
Australian households are likely to face increased cost-of-living pressures, with the inflation rate set to rise above 4.5% as the oil price climbs, Treasurer Jim Chalmers said on Sunday
The US Export-Import Bank advanced plans for up to $4.2 billion in financing to support Japanese and South Korean nuclear operators’ purchase of enriched fuel from California-based General Matter
an AI agent just dropped $250k to acquire bittensor subnet 97. not a human, not a DAO, an autonomous agent that now owns and operates revenue-generating infrastructure. TAO up 8.6% on ETF filings, market completely ignoring that AI agents can now be infrastructure owners with
Australian households are likely to face increased cost-of-living pressures, with the inflation rate set to rise above 4.5% as the oil price climbs, Treasurer Jim Chalmers said on Sunday
an AI agent just dropped $250k to acquire bittensor subnet 97. not a human, not a DAO, an autonomous agent that now owns and operates revenue-generating infrastructure. TAO up 8.6% on ETF filings, market completely ignoring that AI agents can now be infrastructure owners with
Iran, nuclear weapons, national security imperatives, war hardened resolve
这一观点引发了对核扩散和地区安全的重大担忧，暗示当前冲突可能加速伊朗的核计划。
"National security imperatives now suggest that Iran will go towards nuclear weapons" Iranian-American author Vali Nasr tells Mishal Husain the war could have hardened the regime's resolve
TAO spot ETF filing is validation but the real bottleneck is zero US exchange support. no coinbase, no kraken listing. BTC and ETH both had full US custody infrastructure before approval. the leading indicator isn't SEC feedback, it's whether a US venue lists TAO in the next 6
Australian households, inflation rate set to rise above 4.5%, oil price climbs
澳大利亚政府预测，受油价上涨影响，消费者将承受更大的生活成本压力，并预计通胀率将超过4.5%。
Australian households are likely to face increased cost-of-living pressures, with the inflation rate set to rise above 4.5% as the oil price climbs, Treasurer Jim Chalmers said on Sunday
an AI agent just dropped $250k to acquire bittensor subnet 97. not a human, not a DAO, an autonomous agent that now owns and operates revenue-generating infrastructure.
Iran, nuclear weapons, national security imperatives, war could have hardened the regime's resolve
专家认为，目前的冲突环境可能正促使伊朗将发展核武器视为国家安全必然选择，从而加剧了地区核扩散风险。
"National security imperatives now suggest that Iran will go towards nuclear weapons" Iranian-American author Vali Nasr tells Mishal Husain the war could have hardened the regime's resolve
Iran is attempting to put a dagger to the throat of the world economy. We in Britain must remember what the Romans taught us: if you want peace, prepare for war.
Global oil markets turmoil, US attack on Iran’s main export hub, risks to supply, Japan to release oil stocks, Hindalco halted production of extruded aluminium products, Iran war
Aluminium Bahrain, which runs the world’s largest single-site smelter of the metal, has started a phased production shutdown to conserve raw-material supplies
an AI agent just dropped $250k to acquire bittensor subnet 97. not a human, not a DAO, an autonomous agent that now owns and operates revenue-generating infrastructure.
US Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer and China’s Vice Premier He Lifeng began talks in Paris on Sunday to map out plans for a leaders’ summit later this month
President Donald Trump, Iran is ready to make a deal, US wants better terms, Rishi Sunak, prepare for war, Iran will go towards nuclear weapons, Vali Nasr
Iran is attempting to put a dagger to the throat of the world economy. We in Britain must remember what the Romans taught us: if you want peace, prepare for war.
TAO spot ETF filing is validation but the real bottleneck is zero US exchange support. no coinbase, no kraken listing. BTC and ETH both had full US custody infrastructure before approval. the leading indicator isn't SEC feedback, it's whether a US venue lists TAO in the next 6
Aluminium Bahrain, which runs the world’s largest single-site smelter of the metal, has started a phased production shutdown to conserve raw-material supplies https://t.co/NxFQtlgJbl
US Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer and China’s Vice Premier He Lifeng began talks in Paris on Sunday to map out plans for a leaders’ summit later this month https://t.co/ZC1p4gJgix
President Donald Trump said Iran is ready to make a deal to end the war but the US wants better terms, signaling no let up in a conflict https://t.co/jRmfpLw7Ke
"National security imperatives now suggest that Iran will go towards nuclear weapons" Iranian-American author Vali Nasr tells Mishal Husain the war could have hardened the regime's resolve Subscribe to The Mishal Husain Show wherever you get your podcasts https://t.co/yOA7WDbPut
Aluminium Bahrain, which runs the world’s largest single-site smelter of the metal, has started a phased production shutdown to conserve raw-material supplies https://t.co/VjESHLR32Y
Global oil markets face another week of turmoil after a US attack on Iran’s main export hub heightened risks to supply across the Middle East https://t.co/MFHazNV7g9
Iran is attempting to put a dagger to the throat of the world economy. We in Britain must remember what the Romans taught us: if you want peace, prepare for war. My column in @thetimes 👇 https://t.co/PBvzfZGAc7
US Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer, China’s Vice Premier He Lifeng, talks in Paris, leaders’ summit
此次高层会谈表明美中两国正寻求通过外交途径解决分歧，并为两国领导人之间的进一步沟通铺平道路。
US Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer and China’s Vice Premier He Lifeng began talks in Paris on Sunday to map out plans for a leaders’ summit later this month https://t.co/ZC1p4gJgix
ETH's 100% win rate whale just closed $108m in leveraged longs, took profit, then bought 12,027 ETH spot at $2,068. exiting leverage into spot accumulation is conviction, not trading. 31% of supply now staked, exchange balances at ATL, ETF outflows reversed after 5 months. supply
bloomberg terminal quoted hyperliquid's brent crude price as the global reference during the iran strikes. CME was closed. $1.4b traded on RWA perps over the weekend. $37m in oil shorts liquidated. a crypto venue just became critical infrastructure for commodity price discovery
US attack, Iran’s main export hub, oil supply risk
此次袭击被视为地缘政治冲突升级，直接威胁到全球石油供应，促使市场担忧油价波动和地区不稳定。
Global oil markets face another week of turmoil after a US attack on Iran’s main export hub heightened risks to supply across the Middle East https://t.co/MFHaznV7g9
US Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer and China’s Vice Premier He Lifeng began talks in Paris on Sunday to map out plans for a leaders’ summit later this month https://t.co/ZC1p4gJgix
bloomberg terminal quoted hyperliquid's brent crude price as the global reference during the iran strikes. CME was closed. $1.4b traded on RWA perps over the weekend. $37m in oil shorts liquidated. a crypto venue just became critical infrastructure for commodity price discovery
Aluminium Bahrain, Hindalco, phased production shutdown, extruded aluminium
地缘政治冲突和原材料供应中断正在对全球主要铝生产商的运营造成直接影响，预示着市场供应可能收紧。
Aluminium Bahrain, which runs the world’s largest single-site smelter of the metal, has started a phased production shutdown to conserve raw-material supplies https://t.co/NxFQtlgJbl
US attack on Iran export hub, Iran war energy shock, price caps
中东地缘紧张局势直接影响全球能源市场，各国政府正积极采取政策以缓解能源供应压力和价格波动。
Global oil markets face another week of turmoil after a US attack on Iran’s main export hub heightened risks to supply across the Middle East https://t.co/MFHaznV7g9
Mark Gurman报道，苹果的Liquid Glass界面将继续存在，但Siri的故障导致智能家居中心延迟推出；iOS 27将包含可折叠iPhone的增强功能。
Apple, Liquid Glass interface, Siri snags, smart home hub delay, iOS 27, foldable iPhone
苹果公司在未来产品方向上保持创新，但Siri的持续技术问题可能会影响其智能家居战略的推进。
Apple’s new Liquid Glass interface isn’t going anywhere soon despite a shake-up in the company’s design ranks. Continued Siri snags cause another smart home hub delay, and iOS 27 will include enhancements for the foldable iPhone, writes Mark Gurman for Power On. Read https://t.co/ePr61c4ajk
Adobe settled with the DOJ for $150 million over this exact practice. Yesterday. The same day their CEO of 18 years announced he’s stepping down. The stock dropped 7%. Here’s what $150 million actually means to Adobe: 0.63% of last year’s revenue. Subscriptions generate 97% of
F-35 jets, software upgrades "stagnated," no new combat capability last year, missions over Iran
关键军事资产的现代化进程受阻，可能影响其在实际作战区域的表现和美军的整体战略能力。
Attempts to provide upgraded software for F-35 jets have “stagnated” and no new combat capability was delivered last year, according to the Pentagon’s testing office, even as the fighter jets fly missions over Iran https://t.co/j8ZmX28rqm
ETH's 100% win rate whale just closed $108m in leveraged longs, took profit, then bought 12,027 ETH spot at $2,068. exiting leverage into spot accumulation is conviction, not trading. 31% of supply now staked, exchange balances at ATL, ETF outflows reversed after 5 months. supply
bloomberg terminal quoted hyperliquid's brent crude price as the global reference during the iran strikes. CME was closed. $1.4b traded on RWA perps over the weekend. $37m in oil shorts liquidated. a crypto venue just became critical infrastructure for commodity price discovery
Apple’s new Liquid Glass interface isn’t going anywhere anytime soon despite a shake-up in the company’s design ranks. Continued Siri snags cause another smart home hub delay, and iOS 27 will include enhancements for the foldable iPhone, writes Mark Gurman for Power On. Read https://t.co/ePr61z4ajk
Attempts to provide upgraded software for F-35 jets have “stagnated” and no new combat capability was delivered last year, according to the Pentagon’s testing office, even as the fighter jets fly missions over Iran https://t.co/hNfXz28mqm
Adobe settled with the DOJ for $150 million over this exact practice. Yesterday. The same day their CEO of 18 years announced he’s stepping down. The stock dropped 7%. Here’s what $150 million actually means to Adobe: 0.63% of last year’s revenue. Subscriptions generate 97% of
❗️INTELLIGENCE REVEALS: BROTHER OF TERRORIST BEHIND U.S. SYNAGOGUE ATTACK WAS A HEZBOLLAH TERRORIST Hezbollah commander Ibrahim Muhammad Ghazali was responsible for managing weapons operations within a specialized branch of the Badr Unit. The unit is responsible for launching
Global oil markets face another week of turmoil after a US attack on Iran’s main export hub heightened risks to supply across the Middle East https://t.co/MFHaznV7g9
After World War II, Japan renounced war and dismantled its military. It’s now debating whether those limits still fit a more dangerous world. https://t.co/Tn7YTutOOF
ETH's 100% win rate whale just closed $108m in leveraged longs, took profit, then bought 12,027 ETH spot at $2,068. exiting leverage into spot accumulation is conviction, not trading. 31% of supply now staked, exchange balances at ATL, ETF outflows reversed after 5 months. supply
bloomberg terminal quoted hyperliquid's brent crude price as the global reference during the iran strikes. CME was closed. $1.4b traded on RWA perps over the weekend. $37m in oil shorts liquidated. a crypto venue just became critical infrastructure for commodity price discovery
I don’t know how much clearer I could have been in the latest roundup. 1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it continues I expect weakness in their currencies and economy 2) vs the US [QT @sanskarimata: @fejau_inc So ur a dollar bull now? After platforming dollar bears all of Jan? Do you just change your view to suit the price action?]
Apple’s new Liquid Glass interface isn’t going anywhere anytime soon despite a shake-up in the company’s design ranks. Continued Siri snags cause another smart home hub delay, and iOS 27 will include enhancements for the foldable iPhone, writes Mark Gurman for Power On. Read https://t.co/ePr61z4ajk
Adobe settled with the DOJ for $150 million over this exact practice. Yesterday. The same day their CEO of 18 years announced he’s stepping down. The stock dropped 7%. Here’s what $150 million actually means to Adobe: 0.63% of last year’s revenue. Subscriptions generate 97% of
US dominance over vast swaths of Iran; Iranian combat power declines; F-35 jet software upgrades "stagnated"; no new combat capability delivered last year
“.. even demand.” 🤡 [QT @atrupar: TAPPER: Is Trump hoping that other countries will send naval escorts to the Strait of Hormuz, or have they committed to it? WALTZ: We welcome, encourage, and even demand their participation to help their own economies https://t.co/KN8Z2o1CmK]
情报显示，美国犹太教堂袭击事件恐怖分子的兄弟Ibrahim Muhammad Ghazali是一名真主党指挥官，负责巴德尔部队（Badr Unit）专门分支内的武器行动管理。与此同时，巴基斯坦对坎大哈的塔利班设施和“恐怖分子藏身处”进行了夜间空袭。
Ibrahim Muhammad Ghazali, Hezbollah commander, Badr Unit weapons operations, US synagogue attack; Pakistan overnight strikes, Taliban installations, Kandahar
❗️INTELLIGENCE REVEALS: BROTHER OF TERRORIST BEHIND U.S. SYNAGOGUE ATTACK WAS A HEZBOLLAH TERRORIST Hezbollah commander Ibrahim Muhammad Ghazali was responsible for managing weapons operations within a specialized branch of the Badr Unit. The unit is responsible for launching
bloomberg terminal quoted hyperliquid's brent crude price as the global reference during the iran strikes. CME was closed. $1.4b traded on RWA perps over the weekend. $37m in oil shorts liquidated. a crypto venue just became critical infrastructure for commodity price discovery
1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it continues I expect weakness in their currencies and economy 2) vs the US
Apple’s new Liquid Glass interface isn’t going anywhere anytime soon despite a shake-up in the company’s design ranks. Continued Siri snags cause another smart home hub delay, and iOS 27 will include enhancements for the foldable iPhone, writes Mark Gurman for Power On.
Adobe settled with the DOJ for $150 million over this exact practice. Yesterday. The same day their CEO of 18 years announced he’s stepping down. The stock dropped 7%. Here’s what $150 million actually means to Adobe: 0.63% of last year’s revenue. Subscriptions generate 97% of
Markets have yet to react to a ton of new events, including US strikes on Kharg Island and President Trump's global call to militarily open the Strait of Hormuz.
BREAKING: US Energy Secretary Wright says the Iran conflict will end in the “next few weeks,” with oil supplies rebounding and energy prices falling once the war concludes, per ABC News.
❗️INTELLIGENCE REVEALS: BROTHER OF TERRORIST BEHIND U.S. SYNAGOGUE ATTACK WAS A HEZBOLLAH TERRORIST Hezbollah commander Ibrahim Muhammad Ghazali was responsible for managing weapons operations within a specialized branch of the Badr Unit.
Ethereum Foundation, 5,000 ETH, $2,042.96, OTC sale, BitMNR
以太坊基金会的此次大规模场外交易揭示了机构对ETH的需求和定价情况，可能会对市场情绪产生影响。
0/ Today, the Ethereum Foundation finalized the terms of a 5,000 ETH sale at an average price of $2,042.96 via OTC. For this sale, our OTC counterparty was @BitMNR.
bloomberg terminal quoted hyperliquid's brent crude price as the global reference during the iran strikes. CME was closed. $1.4b traded on RWA perps over the weekend. $37m in oil shorts liquidated. a crypto venue just became critical infrastructure for commodity price discovery
The world’s top central banks face a renewed inflation threat from the Iran War and the possibility that they’ll be forced to delay rate cuts and in some cases consider hikes
oil doubled in a week, Hormuz closure is 100x works for European and Asian markets, weakness in their currencies and economy vs the US
该分析表明，能源供应冲击导致经济分歧加剧，欧洲和亚洲的货币和经济相对于美国面临更大的疲软。
1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it continues I expect weakness in their currencies and economy 2) vs the US
International Energy Agency, record stockpile release, available in Asia immediately, replace barrels lost to Iran war-related disruptions
这表明国际社会正在协调努力，以稳定全球石油市场，特别是为亚洲消费者缓解伊朗冲突带来的即时供应冲击。
The International Energy Agency said oil from a record stockpile release will be made available in Asia immediately to replace barrels lost to Iran war-related disruptions.
BREAKING: US Energy Secretary Wright says the Iran conflict will end in the “next few weeks,” with oil supplies rebounding and energy prices falling once the war concludes, per ABC News. This likely won’t be enough to calm oil markets.
AutoResearchClaw, automates the experiment loop, one message in, full conference paper out, Real experiments. Real citations. Real code. No human in the loop
Everyone's excited about Karpathy's autoresearch that automates the experiment loop. We automated the whole damn thing. 🦞 Meet AutoResearchClaw: one message in, full conference paper out. Real experiments. Real citations. Real code. No human in the loop. One message in → https://t.co/2lkAFZ4EDx
Apple’s new Liquid Glass interface isn’t going anywhere anytime soon despite a shake-up in the company’s design ranks. Continued Siri snags cause another smart home hub delay, and iOS 27 will include enhancements for the foldable iPhone, writes Mark Gurman for Power On.
Adobe settled with the DOJ for $150 million, CEO of 18 years announced he’s stepping down, stock dropped 7%
这一系列事件表明Adobe的订阅模式面临重大的监管压力和领导层过渡，导致市场立即做出负面反应。
Adobe settled with the DOJ for $150 million over this exact practice. Yesterday. The same day their CEO of 18 years announced he’s stepping down. The stock dropped 7%.
Record outflow out of financials Funds, $XLF Below the 200-DMA, $KBE Below the 200-DMA, $KRE Below the 200-DMA
这些技术和资金流数据显示金融板块存在显著的看跌情绪和潜在弱点，可能预示着更广泛的市场担忧。
Pretty ugly action in Financials $XLF > Record outflow out of financials Funds > $XLF Below the 200-DMA > $KBE Below the 200-DMA > $KRE Below the 200-DMA > $GS $JPM $C $WFC etc ++ all look rather weak https://t.co/RmqDwbOGqN
Lots of conflicting data across sentiment & positioning right now, but this caught my attention: "US-listed ETF shorts on the Prime book increased +10% yesterday: the 2nd largest 1-day increase on Goldman's record". Source: GS https://t.co/UjLJM7r2Yq
❗️INTELLIGENCE REVEALS: BROTHER OF TERRORIST BEHIND U.S. SYNAGOGUE ATTACK WAS A HEZBOLLAH TERRORIST Hezbollah commander Ibrahim Muhammad Ghazali was responsible for managing weapons operations within a specialized branch of the Badr Unit. The unit is responsible for launching
Shipping through the Strait of Hormuz has slowed to a crawl with most commercial traffic paralyzed, Iranian-linked vessels continue to navigate the waterway
Shipping through the Strait of Hormuz has slowed to a crawl with most commercial traffic paralyzed, while a handful of Iranian-linked vessels continue to navigate the waterway despite escalating security risks https://t.co/4WFeP5i7yg
No one know if Iran's new Supreme Leader is alive or incapacitated, according to US Representative Adam Smith. Watch the full interview on Bloomberg This Weekend. Watch the show LIVE every Saturday and Sunday morning: https://t.co/witsQ5BQm9 https://t.co/xqRTwFujfZ
Ethereum Foundation, 5,000 ETH sale, $2,042.96, OTC, @BitMNR
这代表了以太坊的一项重要场外交易，表明了该资产的机构流动和定价，可能影响市场供需。
0/ Today, the Ethereum Foundation finalized the terms of a 5,000 ETH sale at an average price of $2,042.96 via OTC. For this sale, our OTC counterparty was @BitMNR.
BREAKING: US Energy Secretary Wright says the Iran conflict will end in the “next few weeks,” with oil supplies rebounding and energy prices falling once the war concludes, per ABC News. This likely won’t be enough to calm oil markets.
I (finally) put together a new LLM Architecture Gallery that collects the architecture figures all in one place! https://t.co/NO7z6XSRHS https://t.co/X41FrK4i94
Everyone's excited about Karpathy's autoresearch that automates the experiment loop. We automated the whole damn thing. 🦞 Meet AutoResearchClaw: one message in, full conference paper out. Real experiments. Real citations. Real code. No human in the loop. One message in → https://t.co/2lkAFZ4EDx
Shipping through the Strait of Hormuz has slowed to a crawl with most commercial traffic paralyzed, while a handful of Iranian-linked vessels continue to navigate the waterway despite escalating security risks https://t.co/4WFeP5i7yg
🔴ELIMINATED: Muhammad Majed Abd al-Salam Tawfiq Zidan, a Palestinian terrorist directed by the Iranian regime’s intelligence Zidan served as a key Palestinian terrorist who operated under the intelligence of the Iranian terror regime and attempted to advance terror attacks
0/ Today, the Ethereum Foundation finalized the terms of a 5,000 ETH sale at an average price of $2,042.96 via OTC. For this sale, our OTC counterparty was @BitMNR.
average US gas price surged to $3.70/gallon; up +$1/gallon since December low; +28% since Iran war began; Price of container ship fuel up 87.5% since the war started
伊朗战争对全球能源市场造成显著冲击，导致消费者和航运业的成本急剧增加，预示着可能持续的通胀压力。
BREAKING: The average US gas price has surged to $3.70/gallon, now up +$1/gallon since the December low and +28% since the Iran war began.
Saudi Aramco no clear idea which port for April exports; Iran holds the key to global energy market; renewed inflation threat from Iran War; delay rate cuts and in some cases consider hikes; IEA said oil from a record stockpile release will be made available in Asia immediately
“.. might as well call Iran to find out when this war ends so I can get my oil,” one regular Saudi oil buyer said .. [QT @phildstewart: (Reuters) - When Saudi Aramco told its oil buyers in a letter this week that it had no clear idea which port it would use for April exports, it laid bare a new reality: Iran, not the United States, holds the key to reopening the global energy market. The letter, sent to Saudi]
US Energy Secretary: “U.S. Takes ‘Many Actions’ to Mitigate Rising Oil Price”; Interior Secretary: “The Trump administration has discussed trading in the oil futures market as a strategy to help curb surging crude prices”
索罗斯：谁喊我？ [QT @aleabitoreddit: US Energy Secretary: “U.S. Takes ‘Many Actions” to Mitigate Rising Oil Price” Interior Secretary: “The Trump administration has discussed trading in the oil futures market as a strategy to help curb surging crude prices” Meanwhile on Reddit: “Time to full port into Oil futures” https://t.co/avTM2vDf6b]
$60 billion wealth manager in Belgium; excluded US Treasuries; flagship sustainable government bond fund; US doesn’t score well enough on metrics like equality and democracy
For almost two decades, a $60 billion wealth manager in Belgium has excluded US Treasuries from its flagship sustainable government bond fund. It says the US doesn’t score well enough on metrics like equality and democracy. https://t.co/SA8nEaoE8g
This is a very cool experiment but we need to get AIs to do good science. The modern scientific method & Mertonian norms are critical for a reason, and a failure to follow them has led to many of our current scientific crises. We don’t want p-hacking at scale https://t.co/YEqzVDmTpH [QT @HuaxiuYaoML: Everyone's excited about Karpathy's autoresearch that automates the experiment loop. We automated the whole damn thing. 🦞 Meet AutoResearchClaw: one message in, full conference paper out. Real experiments. Real citations. Real code. No human in the loop. One message in → https://t.co/2lkAFZ4EDx]
The First Open-Source Agentic AI Physicist The Singularity already writes code, trades stocks, and diagnoses tumors, but it has never done physics research end-to-end, until today. Physical Superintelligence PBC (PSI), a company I co-founded,
S&P 500 futures E-mini depth down to $5.1M; near lowest since April 2025; market depth down 80% YTD; 61% below average $13M; Goldman: below $7M usually means market stress
Swiss government is set to decide in April on how much additional capital it wants UBS to hold; finalizes new regulations following the collapse of Credit Suisse
The Swiss government is set to decide in April on how much additional capital it wants UBS to hold, as the administration finalizes new regulations following the collapse of Credit Suisse https://t.co/P4yrwsd8YV
Iranian regime’s foreign minister claims; US one-way attack drones; Iranian forces thousands of drones AND missiles; ELIMINATED: Muhammad Majed Abd al-Salam Tawfiq Zidan, a Palestinian terrorist directed by the Iranian regime’s intelligence
🚫The Iranian regime’s foreign minister claims that the United States is using one-way attack drones to attack Gulf countries and shifting the blame to Iran. LIE. ✅Iranian forces have launched thousands of drones AND missiles at its neighbors, indiscriminately targeting https://t.co/kr7slhdtEO
BREAKING: US Energy Secretary Wright says the Iran conflict will end in the “next few weeks,” with oil supplies rebounding and energy prices falling once the war concludes, per ABC News. This likely won’t be enough to calm oil markets.
Strait of Hormuz; ~20 million barrels of daily oil supply; commercial traffic paralyzed; Iranian forces have launched thousands of drones AND missiles; US strikes on Kharg Island; President Trump's global call to militarily open the Strait of Hormuz
Shipping through the Strait of Hormuz has slowed to a crawl with most commercial traffic paralyzed, while a handful of Iranian-linked vessels continue to navigate the waterway despite escalating security risks https://t.co/4WFeP5i7yg
No one know if Iran's new Supreme Leader is alive or incapacitated, according to US Representative Adam Smith. Watch the full interview on Bloomberg This Weekend. Watch the show LIVE every Saturday and Sunday morning: https://t.co/witsQ5BQm9 https://t.co/xqRTwFujfZ
Canada's Prime Minister: 'Canada is not participating in the offensive operations of Israel and the United States and will not ever.' https://t.co/Y465kBqiOo
0/ Today, the Ethereum Foundation finalized the terms of a 5,000 ETH sale at an average price of $2,042.96 via OTC. For this sale, our OTC counterparty was @BitMNR.
HNT down 56% since september; AT&T and T-Mobile now route 132TB daily through helium hotspots; $11m monthly revenue; 3.5m phones served in a single day
HNT down 56% since september while AT&T and T-Mobile now route 132TB daily through helium hotspots. $11m monthly revenue, 3.5m phones served in a single day. market prices this like failed infrastructure while carriers treat it like critical offload capacity. that's the gap
The International Energy Agency said oil from a record stockpile release will be made available in Asia immediately to replace barrels lost to Iran war-related disruptions.
I don’t know how much clearer I could have been in the latest roundup. 1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it continues I expect weakness in their currencies and economy 2) vs the US
The world’s top central banks face a renewed inflation threat from the Iran War and the possibility that they’ll be forced to delay rate cuts and in some cases consider hikes
US Energy Secretary: “U.S. Takes ‘Many Actions’ to Mitigate Rising Oil Price” Interior Secretary: “The Trump administration has discussed trading in the oil futures market as a strategy to help curb surging crude prices” Meanwhile on Reddit: “Time to full port into Oil futures”
Everyone's excited about Karpathy's autoresearch that automates the experiment loop. We automated the whole damn thing. 🦞 Meet AutoResearchClaw: one message in, full conference paper out. Real experiments. Real citations. Real code. No human in the loop.
The First Open-Source Agentic AI Physicist The Singularity already writes code, trades stocks, and diagnoses tumors, but it has never done physics research end-to-end, until today.
If you think Anthropic models constitute a foreign-adversary level threat to national security because of their potential to “think for themselves” based on inscrutable reasoning and potentially override the military, I have bad news for you: This threat model applies to all AI https://t.co/u8nzAUF5G
While true, people seem to forget that in commodities there are equilibriums. But over time, if the price is too high, consumption habits begin to change. That family road trip last
Pretty ugly action in Financials $XLF > Record outflow out of financials Funds > $XLF Below the 200-DMA > $KBE Below the 200-DMA > $KRE Below the 200-DMA > $GS $JPM $C $WFC etc ++ all look rather weak https://t.co/RmqDwbOGqN
Lots of conflicting data across sentiment & positioning right now, but this caught my attention: "US-listed ETF shorts on the Prime book increased +10% yesterday: the 2nd largest 1-day increase on Goldman's record". Source: GS https://t.co/UjLJM7r2Yq
🚫The Iranian regime’s foreign minister claims that the United States is using one-way attack drones to attack Gulf countries and shifting the blame to Iran. LIE. ✅Iranian forces have launched thousands of drones AND missiles at its neighbors, indiscriminately targeting https://t.co/kr7slhdtEO
以色列国防军（IDF）宣布已清除一名名为Muhammad Majed Abd al-Salam Tawfiq Zidan的巴勒斯坦恐怖分子，并指出此人受伊朗情报机构指使。
Muhammad Majed Abd al-Salam Tawfiq Zidan, Palestinian terrorist, Iranian intelligence
以色列国防军（IDF）宣布已清除一名名为Muhammad Majed Abd al-Salam Tawfiq Zidan的巴勒斯坦恐怖分子，并指出此人受伊朗情报机构指使。此举突显了伊朗在中东地区支持武装行动的角色。
🔴ELIMINATED: Muhammad Majed Abd al-Salam Tawfiq Zidan, a Palestinian terrorist directed by the Iranian regime’s intelligence Zidan served as a key Palestinian terrorist who operated under the intelligence of the Iranian terror regime and attempted to advance terror attacks
Iran conflict "next few weeks", destroy Iranian military capabilities, $12B spent; US bombing, Iran's Kharg Island, 90 military targets, oil facilities spared
BREAKING: US Energy Secretary Wright says the Iran conflict will end in the “next few weeks,” with oil supplies rebounding and energy prices falling once the war concludes, per ABC News. This likely won’t be enough to calm oil markets.
Apparently it's a strategy of ambiguity IRGC saying Hormuz is closed, while Iran politicians says its open (for some ships). Trump similarly says "war is completed" but also conducts massive strikes. "Have a cake and eat it" noise, count % of ships that actually pass.
Formula 1 and its governing body FIA said the Grand Prix races in Bahrain and Saudi Arabia will not happen in April because of safety concerns related to the Iran war. Both countries have been struck during Iran’s response after the U.S. and Israel launched attacks on
0/ Today, the Ethereum Foundation finalized the terms of a 5,000 ETH sale at an average price of $2,042.96 via OTC. For this sale, our OTC counterparty was @BitMNR.
HNT down 56% since september while AT&T and T-Mobile now route 132TB daily through helium hotspots. $11m monthly revenue, 3.5m phones served in a single day. market prices this like failed infrastructure while carriers treat it like critical offload capacity. that's the gap
Price of container ship fuel up 87.5% since the war started
船用燃料成本的急剧上升意味着全球供应链和贸易面临巨大的通胀压力，最终将影响消费品价格。
Price of container ship fuel up 87.5% since the war started [QT @JuneGoh_Sparta: The forgotten barrel but not anymore 1⃣Fuel oil is what comes out of the refinery, all the bottoms, unloved, heaviest stuff. Majority of this fuel oil goes into bunker fuels, which is essentially the gas for ships. 2⃣What ships are talking about? Container ships, oil ships, https://t.co/hDWBArWc8W]
International Energy Agency said oil from a record stockpile release will be made available in Asia immediately to replace barrels lost to Iran war-related disruptions
The International Energy Agency said oil from a record stockpile release will be made available in Asia immediately to replace barrels lost to Iran war-related disruptions. https://t.co/zx6SvbOIWg
world’s top central banks face a renewed inflation threat from the Iran War and the possibility that they’ll be forced to delay rate cuts and in some cases consider hikes
The world’s top central banks face a renewed inflation threat from the Iran War and the possibility that they’ll be forced to delay rate cuts and in some cases consider hikes https://t.co/FbFqUqcDNQ
US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow
This is absolutely insane: Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel. Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if
The First Open-Source Agentic AI Physicist The Singularity already writes code, trades stocks, and diagnoses tumors, but it has never done physics research end-to-end, until today. Physical Superintelligence PBC (PSI), a company I co-founded,
🚫The Iranian regime’s foreign minister claims that the United States is using one-way attack drones to attack Gulf countries and shifting the blame to Iran. LIE. ✅Iranian forces have launched thousands of drones AND missiles at its neighbors, indiscriminately targeting https://t.co/kr7slhdtEO
🔴ELIMINATED: Muhammad Majed Abd al-Salam Tawfiq Zidan, a Palestinian terrorist directed by the Iranian regime’s intelligence Zidan served as a key Palestinian terrorist who operated under the intelligence of the Iranian terror regime and attempted to advance terror attacks
Canada's Prime Minister: "Canada is not participating in the offensive operations of Israel and the United States and will not ever." https://t.co/Y465kBqiOo
Iran’s Foreign Minister tells @margbrennan that it is up to Iran’s military to decide who is allowed safe passage through the Strait of Hormuz and that the regime has “not closed the Strait. https://t.co/WGAs1rz46n
0/ Today, the Ethereum Foundation finalized the terms of a 5,000 ETH sale at an average price of $2,042.96 via OTC. For this sale, our OTC counterparty was @BitMNR.
HNT down 56% since september, AT&T and T-Mobile now route 132TB daily through helium hotspots, $11m monthly revenue, 3.5m phones served in a single day
HNT down 56% since september while AT&T and T-Mobile now route 132TB daily through helium hotspots. $11m monthly revenue, 3.5m phones served in a single day. market prices this like failed infrastructure while carriers treat it like critical offload capacity. that's the gap
Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel. Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if
The International Energy Agency said oil from a record stockpile release will be made available in Asia immediately to replace barrels lost to Iran war-related disruptions.
If you think Anthropic models constitute a foreign-adversary level threat to national security because of their potential to “think for themselves” based on inscrutable reasoning and potentially override the military, I have bad news for you: This threat model applies to all AI
The First Open-Source Agentic AI Physicist The Singularity already writes code, trades stocks, and diagnoses tumors, but it has never done physics research end-to-end, until today. Physical Superintelligence PBC (PSI), a company I co-founded,
Bab al-Mandab Strait, Strait of Hormuz, ~20 million barrels daily oil supply, Iran's military, India talks, US rejects Iran system, Israeli military, no interceptor shortage, F1, Bahrain Grand Prix, Saudi Arabia Grand Prix, cancelled, April
The next big question: What is happening in the Bab al-Mandab Strait? Since the Iran war began, the Strait of Hormuz has been the focal point, as it accounts for ~20 million barrels of daily oil supply. On Thursday, Iran's Fars News Agency said Houthis in Yemen and other
At least 12 Palestinians, including two boys, a pregnant woman and eight police officers, were killed Sunday by Israeli airstrikes in the war-torn Gaza Strip, hospital authorities said.
HNT down 56% since september while AT&T and T-Mobile now route 132TB daily through helium hotspots. $11m monthly revenue, 3.5m phones served in a single day. market prices this like failed infrastructure while carriers treat it like critical offload capacity. that's the gap
Brent crude oil futures, +65,438 lots, 351,032, highest since February 2020, +966% since December
机构投资者正大举涌入原油多头，显示市场对油价上涨的强烈预期，可能预示着原油价格将结构性走高。
Hedge fund long positions on Brent crude oil futures surged +65,438 lots in the week ending March 10th, to 351,032, the highest since February 2020. Long positioning has surged +966% since December, the biggest increase in at least
IEA, emergency reserves, oil flowing to global markets, 271.7 million barrels from government stocks, 172.2 million from Americas, 116.6 million from obligated stocks, Asia Oceania immediately, Europe and Americas end of March
The iPhone, and iOS, are products made “in fulfillment of a defense contract.” This is an example of a real-world complexity I expect to emerge from the current regulatory fight happening between the Trump Admin and Anthropic.
The software sector is facing a massive debt wall: ~$40 billion in software and services debt matures in 2028, the largest single-year concentration. The vast majority of this is rated B- or lower, deep in junk territory, with no investment-grade debt in the mix.
BTC MVRV Z-Score 0.38, dipped below 0.5 six times, 270,000 BTC to large wallets, Feb-March, largest whale accumulation in 13 years, exchange supply at 2017 levels
这些链上数据强烈表明，比特币可能正处于一个历史性低点，并吸引了大量机构和大额持有者（鲸鱼）的积累。
BTC MVRV Z-Score at 0.38. this metric has dipped below 0.5 exactly six times in history. every instance marked generational lows. meanwhile 270,000 BTC moved to large wallets in feb-march, largest single-period whale accumulation in 13 years. exchange supply at 2017 levels. the
Institutions are piling into crude oil longs: Hedge fund long positions on Brent crude oil futures surged +65,438 lots in the week ending March 10th, to 351,032, the highest since February 2020. Long positioning has surged +966% since December, the biggest increase in at least
IEA emergency reserves, 271.7 million barrels, 172.2 million barrels (Americas), 116.6 million barrels, Asia Oceania, Europe, Americas, end of March, Iraq's Oil Ministry, 300,000 barrels, Ceyhan pipeline, Iraq Kurdistan Regional Government, US Energy Secretary
IEA: Member countries in Americas will make 172.2 million barrels available. IEA: Governments have committed to make available 271.7 million barrels of oil from government stocks. IEA: Governments have committed to make available 116.6 million barrels of oil from obligated
The iPhone, and iOS, are products made “in fulfillment of a defense contract.” This is an example of a real-world complexity I expect to emerge from the current regulatory fight happening between the Trump Admin and Anthropic.
The software sector is facing a massive debt wall: ~$40 billion in software and services debt matures in 2028, the largest single-year concentration. The vast majority of this is rated B- or lower, deep in junk territory, with no investment-grade debt in the mix. In total,
Reporter: You said it's an 'excursion,' and you said it's a 'war.' So which is it? Trump: Well, it's both. It's an excursion that will keep us out of war. For them it's war. For us it's turned out to be easier than we thought.
The next big question: What is happening in the Bab al-Mandab Strait? Since the Iran war began, the Strait of Hormuz has been the focal point, as it accounts for ~20 million barrels of daily oil supply. On Thursday, Iran's Fars News Agency said Houthis in Yemen and other
BTC MVRV Z-Score 0.38, below 0.5 six times, generational lows, 270,000 BTC, large wallets, Feb-March, largest single-period whale accumulation in 13 years, exchange supply at 2017 levels
BTC MVRV Z-Score at 0.38. this metric has dipped below 0.5 exactly six times in history. every instance marked generational lows. meanwhile 270,000 BTC moved to large wallets in feb-march, largest single-period whale accumulation in 13 years. exchange supply at 2017 levels. the
Crude Oil Futures started trading in 1983. The 48% spike over the past 2 weeks was the 2nd biggest 2-week % increase in history. From $67/barrel to $99/barrel... Video: https://t.co/1xWFG0G0KD https://t.co/TN2ITKTc3B
Governments have committed to make available 271.7 million barrels of oil from government stocks. IEA: Member countries in Americas will make 172.2 million barrels available. IEA: Governments have committed to make available 116.6 million barrels of oil from obligated stocks. Stocks from Asia Oceania countries will be available immediately, while stocks from Europe and Americas will be available at the end of March
IEA: Member countries in Americas will make 172.2 million barrels available. IEA: Governments have committed to make available 271.7 million barrels of oil from government stocks. IEA: Governments have committed to make available 116.6 million barrels of oil from obligated [QT @financialjuice: Stocks from Asia Oceania countries will be available immediately, while stocks from Europe and Americas will be available at the end of March - IEA statement]
UBS says private credit defaults could hit 15%. That's 3x the peak bank loan default rate in 2008.
这一预测对金融系统构成重大预警，表明私人信贷市场可能面临严重的压力和风险，值得密切关注。
Don't panic, it gets much worse. [QT @leadlagreport: UBS says private credit defaults could hit 15%. That's 3x the peak bank loan default rate in 2008. Nobody's talking about this. Everyone should be. https://t.co/mv23qa1IRM]
Hedge fund long positions on Brent crude oil futures surged +65,438 lots in the week ending March 10th, to 351,032, the highest since February 2020. Long positioning has surged +966% since December
机构投资者对布伦特原油表现出强烈的看涨情绪，反映出市场预期油价将因地缘政治紧张等因素持续上涨。
Institutions are piling into crude oil longs: Hedge fund long positions on Brent crude oil futures surged +65,438 lots in the week ending March 10th, to 351,032, the highest since February 2020. Long positioning has surged +966% since December, the biggest increase in at least https://t.co/jOsFEtQt8p
Sam Altman just said in his new interview, that a new AI architecture is coming that will be a massive upgrade, just like Transformers were over Long Short-Term Memory. And also now the current class of frontier models are powerful enough to have the brainpower needed to help us
The next major breakthrough will branch out at a much lower level than deep learning model architecture. It will be a new approach. A better model architecture can lead to incremental data efficiency & generalization gains, but it won't fix the fundamental issues of the [QT @rohanpaul_ai: Sam Altman just said in his new interview, that a new AI architecture is coming that will be a massive upgrade, just like Transformers were over Long Short-Term Memory. And also now the current class of frontier models are powerful enough to have the brainpower needed to help us https://t.co/FVpyWKWwsY]
The iPhone, and iOS, are products made “in fulfillment of a defense contract.” This is an example of a real-world complexity I expect to emerge from the current regulatory fight happening between the Trump Admin and Anthropic. I and others have pointed out that the DoW’s supply [QT @tbpn: Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and https://t.co/QGzFEd5hrd]
The US and Iran signaled no letup in fighting as President Donald Trump dangled the possibility of negotiations to end a conflict that’s brought shipping in the strategic Strait of Hormuz to a near standstill and upended energy markets.
Houthis in focus. #OOTT [QT @KobeissiLetter: The next big question: What is happening in the Bab al-Mandab Strait? Since the Iran war began, the Strait of Hormuz has been the focal point, as it accounts for ~20 million barrels of daily oil supply. On Thursday, Iran's Fars News Agency said Houthis in Yemen and other https://t.co/Wdg2BmZJjv]
BTC MVRV Z-Score at 0.38. this metric has dipped below 0.5 exactly six times in history. every instance marked generational lows. meanwhile 270,000 BTC moved to large wallets in feb-march, largest single-period whale accumulation in 13 years. exchange supply at 2017 levels. the
Crude Oil Futures 48% spike in 2 weeks ($67/barrel to $99/barrel), 2nd biggest in history; Hedge fund long positions on Brent crude oil futures surged +65,438 lots, to 351,032 (highest since Feb 2020), +966% since Dec; Brent crude past $100 a barrel
Crude Oil Futures started trading in 1983. The 48% spike over the past 2 weeks was the 2nd biggest 2-week % increase in history. From $67/barrel to $99/barrel...
Don't panic, it gets much worse. [QT @leadlagreport: UBS says private credit defaults could hit 15%. That's 3x the peak bank loan default rate in 2008. Nobody's talking about this. Everyone should be. https://t.co/mv23qa1IRM]
The software sector is facing a massive debt wall: ~$40 billion in software and services debt matures in 2028, the largest single-year concentration. The vast majority of this is rated B- or lower, deep in junk territory, with no investment-grade debt in the mix.
Hopefully everyone understands at this point that buying TBills does not create any meaningful stimulus or add risk capacity to the market. [QT @Monetaryguy589: This week the Fed added another $14.6B of Treasury Bills 🟣to their balance sheet https://t.co/hS1PBtNpCd]
The next major breakthrough will branch out at a much lower level than deep learning model architecture. It will be a new approach. A better model architecture can lead to incremental data efficiency & generalization gains, but it won't fix the fundamental issues of the
Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and
Iran warns residents in parts of Dubai and Doha to leave; areas with US forces may be hit in coming hours; Logistics centers supporting Gerald Ford are considered targets
Iran: Areas in Dubai and Doha with US forces may be hit in the coming hours. [QT @financialjuice: Iran warns residents in parts of Dubai and Doha to leave - Fars]
US and Iran signaled no letup in fighting; Trump dangled the possibility of negotiations; Trump described it as both an 'excursion' and a 'war,' easier than thought for US
Reporter: You said it's an 'excursion,' and you said it's a 'war.' So which is it? Trump: Well, it's both. It's an excursion that will keep us out of war. For them it's war. For us it's turned out to be easier than we thought.
BTC MVRV Z-Score at 0.38 (historically generational lows); 270,000 BTC moved to large wallets in Feb-March (largest single-period whale accumulation in 13 years); exchange supply at 2017 levels
BTC MVRV Z-Score at 0.38. this metric has dipped below 0.5 exactly six times in history. every instance marked generational lows. meanwhile 270,000 BTC moved to large wallets in feb-march, largest single-period whale accumulation in 13 years. exchange supply at 2017 levels. the
Crude Oil Futures started trading in 1983. The 48% spike over the past 2 weeks was the 2nd biggest 2-week % increase in history. From $67/barrel to $99/barrel...
Asia is the most exposed region to a shortage of LNG: ~85% of LNG transiting the Strait of Hormuz is destined for Asia, with limited rerouting options. Korea, Thailand, and Taiwan are running LNG trade deficits of -1.5% of GDP, meaning they are the most vulnerable to shortages.
Sam Altman just said in his new interview, that a new AI architecture is coming that will be a massive upgrade, just like Transformers were over Long Short-Term Memory. And also now the current class of frontier models are powerful enough to have the brainpower needed to help us
All 7 members of the Magnificent Seven are down on the year and underperforming the S&P 500. Video: https://t.co/1xWFG0G0KD https://t.co/NssEuAgxCq
The software sector is facing a massive debt wall: ~$40 billion in software and services debt matures in 2028, the largest single-year concentration. The vast majority of this is rated B- or lower, deep in junk territory, with no investment-grade debt in the mix. In total, https://t.co/vAq3ulAbmE
The S&P 500 is down 5.4% from its Jan 28 peak, the 32nd pullback >5% since the March 2009 low. Video: https://t.co/1xWFG0G0KD https://t.co/9fZdbcxEPv
BREAKING: President Trump plans to announce that multiple countries have agreed to form a coalition that will escort ships through the Strait of Hormuz, per WSJ. 1 hour until futures open.
Iran media operations center: US military personnel are hiding in those locations in Doha and Dubai, urges residents to evacuate immediately - Iran press TV
BTC MVRV Z-Score at 0.38. this metric has dipped below 0.5 exactly six times in history. every instance marked generational lows. meanwhile 270,000 BTC moved to large wallets in feb-march, largest single-period whale accumulation in 13 years. exchange supply at 2017 levels. the
Crude Oil Futures started trading in 1983. The 48% spike over the past 2 weeks was the 2nd biggest 2-week % increase in history. From $67/barrel to $99/barrel...
Asia is the most exposed region to a shortage of LNG: ~85% of LNG transiting the Strait of Hormuz is destined for Asia, with limited rerouting options. Korea, Thailand, and Taiwan are running LNG trade deficits of -1.5% of GDP, meaning they are the most vulnerable to shortages.
Sam Altman just said in his new interview, that a new AI architecture is coming that will be a massive upgrade, just like Transformers were over Long Short-Term Memory. And also now the current class of frontier models are powerful enough to have the brainpower needed to help us
Trump admin plans coalition to escort ships through Strait of Hormuz (WSJ, Bloomberg), announce this week
此举旨在应对伊朗冲突对航运和能源市场造成的干扰，但具体细节和参与国家仍待公布。
BREAKING: President Trump plans to announce that multiple countries have agreed to form a coalition that will escort ships through the Strait of Hormuz, per WSJ. 1 hour until futures open.
Iran media operations center: US military personnel are hiding in those locations in Doha and Dubai, urges residents to evacuate immediately - Iran press TV
Taiwan reports Chinese military aircraft near island (Politico), Israel to call up 450k reservists for Lebanon, Israel/Lebanon talks, China rejects Trump's Hormuz troop request (sovereign right)
Biggest 2-Week spikes in Crude Oil: 1) May 2020: +55% (rebound from crash/recession) 2) Mar 2026: +47% (Iran War) 3) Jan 2009: +39% (rebound from crash/recession) 4) Aug 1986: +37% (rebound from crash) 5) Aug 1990: +31% (Iraq invades Kuwait)
The next major breakthrough will branch out at a much lower level than deep learning model architecture. It will be a new approach. A better model architecture can lead to incremental data efficiency & generalization gains, but it won't fix the fundamental issues of the [QT @rohanpaul_ai: Sam Altman just said in his new interview, that a new AI architecture is coming that will be a massive upgrade, just like Transformers were over Long Short-Term Memory. And also now the current class of frontier models are powerful enough to have the brainpower needed to help us https://t.co/FVpyWKWwsY]
BREAKING: President Trump plans to announce that multiple countries have agreed to form a coalition that will escort ships through the Strait of Hormuz, per WSJ. 1 hour until futures open.
Iran: Areas in Dubai and Doha with US forces may be hit in the coming hours. [QT @financialjuice: Iran warns residents in parts of Dubai and Doha to leave - Fars]
As the US-Israeli war on Iran enters its third week, pressure is growing on the person in the best position to end it: Donald Trump. https://t.co/0CAxxCEMw4
Leavitt: "Rest assured to the American people: the recent increase in oil and gas prices is temporary, and this operation will result in lower gas prices in the long term." https://t.co/0dUPeX0sYm
Asia is the most exposed region to a shortage of LNG: ~85% of LNG transiting the Strait of Hormuz is destined for Asia, with limited rerouting options. Korea, Thailand, and Taiwan are running LNG trade deficits of -1.5% of GDP, meaning they are the most vulnerable to shortages. https://t.co/oSffKaBQo9
BREAKING: President Trump plans to announce that multiple countries have agreed to form a coalition that will escort ships through the Strait of Hormuz, per WSJ. 1 hour until futures open.
Iran: Areas in Dubai and Doha with US forces may be hit in the coming hours. [QT @financialjuice: Iran warns residents in parts of Dubai and Doha to leave - Fars]
India’s Prime Minister Narendra Modi is stepping up engagement with Iran as a worsening conflict in the Middle East causes severe gas shortages in the country and threatens economic growth https://t.co/q4A9c4JCmK
Contracts Update! Over the last 4 weeks, agencies terminated or descoped 95 wasteful contracts with a ceiling value of $2B and savings of $757M, including a $75.4k State Dept. media contract for “media monitoring services”, a $45.6M OPM services contract for “talent acquisition
New York City, $1.86 BILLION no bid contract, house people in hotels, $330 per night per room
这笔巨额开支引发了对城市财政管理和纳税人资金使用效率的质疑，尤其是在服务削减和税收上涨的背景下。
So they create a 50% estate tax to flush out existing voters and use the money they thought they would gain to house a bunch of homeless in hotels on taxpayer's dollars. Got it. [QT @hernandezforny: New York City says there’s no money, yet @ZohranKMamdani just signed a $1.86 BILLION no bid contract to house people in hotels. That’s about $330 per night per room, nearly $10,000 per month or $120,000 per year. Meanwhile taxes keep rising and services are cut. Many being https://t.co/cezGTixb6j]
20 Million Barrels Gone, Covid-Era Demand Destruction
这暗示了全球石油市场存在一个重大且可能尚未完全解释的供应或需求缺口，可能影响未来油价走势。
20 Million Barrels Gone: Covid-Era Demand Destruction? Catch the full episode here: https://t.co/ciT2v1yYVW RenMac Off-Script: Escort No Shows & Stripper Wells @Rory_Johnston https://t.co/ljzGLmLdg0
ChatGPT and AlphaFold, identify mutated proteins, cancer-riddled rescue dog, no background in biology
此案例展示了AI在非专业人士手中赋能个体进行复杂科学研究的巨大潜力，尤其是在生物医学领域。
this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to
Spotify Premium users, see and edit taste profile, after 10 years of data collection
这一新功能赋予用户对其算法推荐更大的控制权，反映了平台在用户数据隐私和个性化体验之间平衡的努力。
Spotify finally lets you fix your own algorithm. After 10 years of silent data collection, Premium users can now see and edit the taste profile the platform built about them.
The popularity of GLP-1 drugs has exploded. Once a relatively obscure class of drugs prescribed for people with diabetes, GLP-1s have now shown an impressive ability to treat obesity, which affects over 100 million Americans.
American flag raised, U.S. Embassy in Venezuela, first time since 2019, President Nicolás Maduro captured by American troops in January
此举标志着美委关系自马杜罗被捕后发生重大转变，预示着一个新时代的开始，并可能影响地区政治格局。
The American flag was raised Saturday over the U.S. Embassy in Venezuela for the first time since 2019, a move that highlighted the recent shift in relations between the two countries since then President Nicolás Maduro was captured by American troops in January.
katana TGE march 18 with $700m locked. 35% yields for 60-day locks pulled $500m in one week. 3x early depositor rewards start tapering immediately after launch. the real signal is whether TVL holds post-unlock or if this becomes another incentive cliff rotation. positioning
TIA unlocks finished november 2025. $2.7m daily sell pressure that took this from $20 to $0.34 is largely absorbed. the token still only generates $1,300 in monthly fees. infrastructure is 97% down and the structural selling is done. what's left is pure demand vs no demand.
Contracts Update! Over the last 4 weeks, agencies terminated or descoped 95 wasteful contracts with a ceiling value of $2B and savings of $757M, including a $75.4k State Dept. media contract for “media monitoring services”, a $45.6M OPM services contract for “talent acquisition
$1.86 BILLION no bid contract, New York City, $330 per night per room
这份无竞标合同的成本估算为每晚每间房330美元，每月近1万美元，引发了对城市开支和效率的质疑。
New York City says there’s no money, yet @ZohranKMamdani just signed a $1.86 BILLION no bid contract to house people in hotels. That’s about $330 per night per room, nearly $10,000 per month or $120,000 per year.
Vineyard Wind, five major East Coast offshore wind projects, Trump administration, national security
此事件反映了政府政策对可再生能源项目投资和建设的重大影响，可能预示未来政策的不确定性。
Vineyard Wind was one of five major East Coast offshore wind projects the Trump administration halted construction on days before Christmas, citing national security concerns.
True loss. What a brilliant guy R.I.P. Christopher Sims (21 Oct. 1942 - 14 March 2026) - a giant in macroeconomics and one of the finest human beings I have ever met -
ChatGPT, AlphaFold, tumor DNA, mutated proteins, no biology background
这个案例展示了AI在复杂生物学问题解决方面的巨大潜力，即使是非专业人士也能利用AI进行突破性发现。
such an impressive story for what’s possible with AI. this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to
BREAKING: Switzerland closed its airspace for US military flights directly linked to the Iran war, citing its tradition of neutrality in armed conflicts, pet Bloomberg
TIA unlocks finished november 2025. $2.7m daily sell pressure that took this from $20 to $0.34 is largely absorbed. the token still only generates $1,300 in monthly fees. infrastructure is 97% down and the structural selling is done. what's left is pure demand vs no demand.
Contracts Update! Over the last 4 weeks, agencies terminated or descoped 95 wasteful contracts with a ceiling value of $2B and savings of $757M, including a $75.4k State Dept. media contract for “media monitoring services”, a $45.6M OPM services contract for “talent acquisition https://t.co/QzWjFyq9S
R.I.P. Christopher Sims (21 Oct. 1942 - 14 March 2026)
一位杰出宏观经济学家的逝世是该领域的损失，各界肯定了他对经济理论和分析的重大贡献。
True loss. What a brilliant guy [QT @MarkusEconomist: R.I.P. Christopher Sims (21 Oct. 1942 - 14 March 2026) - a giant in macroeconomics and one of the finest human beings I have ever met - https://t.co/5Mi5J8psax]
such an impressive story for what’s possible with AI. [QT @IterIntellectus: this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to https://t.co/1OuSTFnr0j]
India is attracting billions of dollars in AI investment. But will the country be able to develop its own AI champion? https://t.co/GvUzcUGAOD https://t.co/zgzuDf9oKU
I really like Kantros stuff … and this chart is technically true, for the wrong reasons. It’s misleading in a big way. Why? [QT @MichaelKantro: Short squeezes make headlines. But systematically underweighting stocks with elevated short interest (in a sector-neutral portfolio) continues to generate alpha. Notably, only ~4% of stocks across Wall Street carry a SELL rating. https://t.co/MI1AzbmeRF]
Contracts Update! Over the last 4 weeks, agencies terminated or descoped 95 wasteful contracts with a ceiling value of $2B and savings of $757M, including a $75.4k State Dept. media contract for “media monitoring services”, a $45.6M OPM services contract for “talent acquisition https://t.co/QzXWjFyq9S
Lender of last resort The 2023 banking crisis was three times worse than 2008. The upcoming one, in my opinion, will be six times worse than 2023. https://t.co/cGLkWGDf7P
R.I.P. Christopher Sims (21 Oct. 1942 - 14 March 2026) - a giant in macroeconomics and one of the finest human beings I have ever met - https://t.co/5Mi5J8psax
With car prices soaring, one man earns big bucks deploying dealer speak to talk down prices for buyers: “You’re hiring a middleman to deal with the middleman to make the middleman more efficient” https://t.co/dA0JHCPJM2
India is attracting billions of dollars in AI investment. But will the country be able to develop its own AI champion? https://t.co/GvUzcUGAOD https://t.co/zgzuDf9oKU
Short squeezes make headlines. But systematically underweighting stocks with elevated short interest (in a sector-neutral portfolio) continues to generate alpha. Notably, only ~4% of stocks across Wall Street carry a SELL rating. https://t.co/MI1AzbmeRF
TIA unlocks finished november 2025. $2.7m daily sell pressure that took this from $20 to $0.34 is largely absorbed. the token still only generates $1,300 in monthly fees. infrastructure is 97% down and the structural selling is done. what's left is pure demand vs no demand.
This is absolutely insane: Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel. Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if
Contracts Update! Over the last 4 weeks, agencies terminated or descoped 95 wasteful contracts with a ceiling value of $2B and savings of $757M, including a $75.4k State Dept. media contract for “media monitoring services”, a $45.6M OPM services contract for “talent acquisition
happy birthday gpt-4 [QT @romainhuet: Happy 3rd birthday GPT-4! Watching @gdb turn a hand-drawn sketch into a working website was the moment it really clicked for me. You could feel programming changing in real time. Three years later, we’re living in that future with Codex.]
guys it's a 🔥 lineup for @Conviction Embed retreat: @btaylor (Founder, Sierra & Chairman, OpenAI) @mikeyk (Labs, Anthropic & Founder, Instagram) @parkerconrad (Founder, Rippling) @zackmziegler (Founder, OpenEvidence) John Haddock (Chief Business Officer, Harvey) @GuptaRK22
prolonged Iran war, elevated oil prices, stock investors to reassess broader array of industries
这一地缘政治和宏观经济事件正在引发股市的普遍调整，促使投资者重新审视不同行业的风险与机遇。
The prospect of a prolonged Iran war and elevated oil prices is prompting stock investors to reassess a broader array of industries, from food delivery firms to cosmetics makers
I really like Kantros stuff … and this chart is technically true, for the wrong reasons. It’s misleading in a big way. Why? [QT @MichaelKantro: Short squeezes make headlines. But systematically underweighting stocks with elevated short interest (in a sector-neutral portfolio) continues to generate alpha. Notably, only ~4% of stocks across Wall Street carry a SELL rating.]
Contracts Update! Over the last 4 weeks, agencies terminated or descoped 95 wasteful contracts with a ceiling value of $2B and savings of $757M, including a $75.4k State Dept. media contract for “media monitoring services”, a $45.6M OPM services contract for “talent acquisition
Indonesia, spiking fuel prices, Persian Gulf war, 100 million residents travel for Eid
Indonesia is grappling with spiking fuel prices as war in the Persian Gulf upends supply — just as more than 100 million residents travel for Eid https://t.co/1BVoZ1Cksz
yea she's kinda tight bro. $145 now .. gotta refresh hourly [QT @Rory_Johnston: Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels. https://t.co/bDjja8NJqH]
Claude AI, 2x usage, weekdays outside 5-11am PT, all day weekends
nice those of us in Asia can grind 2x early mornings and full workday 🤝 [QT @claudeai: How it works: - 2x usage on weekdays outside 5–11am PT / 12–6pm GMT - 2x usage all day on weekends - Automatic, nothing to enable]
Verified: The story is true. Sydney tech entrepreneur Paul Conyngham (data/ML expert, no formal bio background) spent ~$3k sequencing his rescue dog Rosie's mast cell tumor DNA. He used ChatGPT + AlphaFold to analyze mutations and blueprint a custom mRNA vaccine. UNSW RNA team
Happy 3rd birthday GPT-4! 🎂 Watching @gdb turn a hand-drawn sketch into a working website was the moment it really clicked for me. You could feel programming changing in real time. Three years later, we’re living in that future with Codex. https://t.co/ld7figFnjO
Short squeezes make headlines. But systematically underweighting stocks with elevated short interest (in a sector-neutral portfolio) continues to generate alpha. Notably, only ~4% of stocks across Wall Street carry a SELL rating. https://t.co/MI1AzbmeRF
Turns out it works with any python agent! Neat. Had no idea. I did try hard to make sure this was runtime-agnostic, it's not Rails-focused or anything.
Layoffs, consolidation, streaming losses and the rise of the creator economy are reshaping Hollywood, raising questions about whether the industry is just hitting a rough patch or in terminal decline https://t.co/ZZXB2x8daI https://t.co/PGSJ5ac4it
We should be open to revisiting whole beacon/execution client separation thing. Running two daemons and getting them to talk to each other is far more difficult than running one daemon. Our goal is to make the self-sovereign way of using ethereum have good UX. In many cases
US oil companies, $62B FCF at $55/bbl, $163B FCF at $100/bbl
油价的显著上涨直接导致美国石油公司的盈利能力大幅提升，显示了能源价格波动对行业财务表现的巨大影响。
This is absolutely insane: Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel. Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if
Strategic reserves likely cannot solve the oil crisis: A coordinated G7 SPR release would only deliver ~1.2 million barrels of oil per day, according to JPMorgan estimates. Historically, emergency releases have peaked at ~1.4 million barrels per day. However, the US reserve
Indonesia is grappling with spiking fuel prices as war in the Persian Gulf upends supply — just as more than 100 million residents travel for Eid https://t.co/1BVoZ1Cksz
The prospect of a prolonged Iran war and elevated oil prices is prompting stock investors to reassess a broader array of industries, from food delivery firms to cosmetics makers https://t.co/Z16KmWxC
Layoffs, consolidation, streaming losses and the rise of the creator economy are reshaping Hollywood, raising questions about whether the industry is just hitting a rough patch or in terminal decline https://t.co/ZZXB2x8daI https://t.co/PGSJ5ac4it
We should be open to revisiting whole beacon/execution client separation thing. Running two daemons and getting them to talk to each other is far more difficult than running one daemon. Our goal is to make the self-sovereign way of using ethereum have good UX. In many cases
Indonesia spiking fuel prices, Persian Gulf war, 100 million residents travel for Eid
区域冲突直接影响全球能源市场，对人口大国造成具体的经济和社会压力，尤其是在重要的假期出行高峰期。
Indonesia is grappling with spiking fuel prices as war in the Persian Gulf upends supply — just as more than 100 million residents travel for Eid https://t.co/1BVoZ1Cksz
yea she's kinda tight bro. $145 now .. gotta refresh hourly [QT @Rory_Johnston: Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels. https://t.co/bDjja8NJqH]
Indonesia President Prabowo Subianto, temporarily exceeding budget deficit cap, emergency situations
这表明印尼政府对财政纪律的承诺，但也预留了在危机时期采取灵活应对的空间，以应对不可预见的经济挑战。
President Prabowo Subianto said he would only consider temporarily exceeding Indonesia’s statutory budget deficit cap for emergency situations https://t.co/IObuFnw4Yv
nice those of us in Asia can grind 2x early mornings and full workday 🤝 [QT @claudeai: How it works: - 2x usage on weekdays outside 5–11am PT / 12–6pm GMT - 2x usage all day on weekends - Automatic, nothing to enable]
Well then I guess this is going higher [QT @Urgent_Dubai_TV: 🚨 UAE losses in the war are staggering. Around $1 million is reportedly lost every minute — nearly $10 billion per week, excluding losses in tourism, hotels, and other sectors. What if the war lasts for months? https://t.co/RVEFkIjfWf]
Kazakhstan holds a referendum Sunday on a new constitution as President Kassym-Jomart Tokayev continues to reshape the political system in Central Asia’s largest energy exporter before his term ends in 2029 https://t.co/OqmcdBT90c
I do this all the time now. Works very well. [QT @0x49fa98: Asking an llm to steel man an argument you don’t believe in produces a much more useful and persuasive text than any person on twitter who advocates for the position in question]
I didn't get totally destroyed over GStack on Hacker News at least. People were kind of nice. :-) Turns out it works with any python agent! Neat. Had no idea. I did try hard to make sure this was runtime-agnostic, it's not Rails-focused or anything. https://t.co/sCrptYHBC8
In writing his annual shareholder letter, Warren Buffett elevated a dreary corporate convention and set a new standard for CEOs https://t.co/e2PdKfO8nW
Indonesia's statutory budget deficit cap, President Prabowo Subianto
这一表态反映了印度尼西亚政府在财政纪律上的谨慎态度，但也为未来应对重大危机保留了政策灵活性。
President Prabowo Subianto said he would only consider temporarily exceeding Indonesia’s statutory budget deficit cap for emergency situations https://t.co/IObuFnw4Yv
we used to have an internal goal, which felt totally impossible, of an AI that could write a coherent 1000-line program. the tech has come a long way! [QT @gdb: happy birthday gpt-4]
in the next claw release (~Sunday), you can always ask your agents, even they are busy working. https://t.co/TVX9o6ciKo [QT @theguti: Bringing /btw to @openclaw... stay tuned merging this soon. https://t.co/twZCmaRkNg]
Sorry to be the downer because this is an impressive story in some senses. But it is ~trivially easy to make a single mRNA vaccine. It's not hard. I cure mice of various cancers with various therapeutics all the time. I've made mice lose more weight in a month than tirzepatide
This is crazy, if true! AI-age services could be harsh on such businesses / tactics. [QT @lobotomy_user: great, i have to pay to cancel my adobe subscription most pathetic way to get me to keep my subscription lol https://t.co/ANSr3AHN]
We should be open to revisiting whole beacon/execution client separation thing. Running two daemons and getting them to talk to each other is far more difficult than running one daemon. Our goal is to make the self-sovereign way of using ethereum have good UX. In many cases
Full evals system coming to GStack shortly. LLM evals are the only way you can make fully agentic systems that are repeatably better as you improve the workflow, context engineering and prompts.
We're hosting a Build-A-Claw extravaganza in the #NVIDIAGTC Park Mon-Thur where you can BYOD or buy a DGX Spark on-site and our NVIDIA experts will help you install @OpenClaw.
Dispatching Japanese military vessels to the Middle East to escort ships would face “high hurdles,” a senior official said, after President Trump expressed hopes that Tokyo would join the US to keep the Strait of Hormuz “open and safe”
Australia’s government touted the country’s ability to supply LNG reliably as global energy markets are roiled by the Middle East conflict, while calling on trading partners to boost investment in its gas resources
Swiss voters are in favor of squeezing wealthy residents with higher taxes to fund the military and pensions in what could turn into a second attack on large fortunes in less than a year
Full evals system coming to GStack shortly. LLM evals are the only way you can make fully agentic systems that are repeatably better as you improve the workflow, context engineering and prompts.
I heard a claim today that the Korean govt buys about 10k H100/B200 class GPUs per year to be granted to businesses and universities. Is this not a dramatic under-investment? I’d be curious to speak with policymakers who run this.
Swiss voters, higher taxes wealthy, fund military and pensions
这表明瑞士公众支持累进税制，可能通过对富人征税来增加公共服务和国防资金。
Swiss voters are in favor of squeezing wealthy residents with higher taxes to fund the military and pensions in what could turn into a second attack on large fortunes in less than a year https://t.co/NDKVOpO9AK
Pentagon, $80 million, Idaho mine, military-critical mineral
此举表明美国政府正在大力投资国内关键矿物开采，以确保军事供应链的安全。
$80 million from the Pentagon has gone to owners of a mine in Idaho to extract a mineral critical for the US military. But questions are being asked whether that is the only treasure under the ground https://t.co/jhztccA5MK https://t.co/ymPzD9p7gY
Indonesian President Prabowo Subianto, budget deficit cap, emergency situations
印度尼西亚总统承诺遵守财政纪律，但保留在特殊情况下进行紧急支出的灵活性，明确了国家的预算方针。
President Prabowo Subianto said he would only consider temporarily exceeding Indonesia’s statutory budget deficit cap for emergency situations https://t.co/IObuFnw4Yv
Full evals system coming to GStack shortly. LLM evals are the only way you can make fully agentic systems that are repeatably better as you improve the workflow, context engineering and prompts.
NVIDIA GTC Park Mon-Thur, Build-A-Claw extravaganza, OpenClaw installation
英伟达通过在其全球技术大会上积极推广和支持OpenClaw，显示了对该平台及其生态系统的战略重视。
Go from "hello world" to "hello claw!" 🦞 We're hosting a Build-A-Claw extravaganza in the #NVIDIAGTC Park Mon-Thur where you can BYOD or buy a DGX Spark on-site and our NVIDIA experts will help you install @OpenClaw. See you there! 🙌 Full details 👉 https://t.co/hbtboQ5RYp https://t.co/eC3nN7NVyJ
Korean govt, 10k H100/B200 GPUs/year, businesses and universities
这一报道中的投资规模引发了关于韩国AI发展所需GPU投资是否充足的讨论。
I heard a claim today that the Korean govt buys about 10k H100/B200 class GPUs per year to be granted to businesses and universities. Is this not a dramatic under-investment? I’d be curious to speak with policymakers who run this. https://t.co/ka0JkCEtev
Honda, Nissan, losing market share, China electrification lead
传统日本汽车制造商的优势受到中国电动汽车竞争对手的挑战，标志着全球汽车产业格局的重大转变。
Japanese carmakers like Honda and Nissan are losing market share at an alarming rate as China takes the lead in electrification. Can the once mighty Japanese car brands rally in the face of this threat? https://t.co/1gp0KDPaKS https://t.co/swHeGcktSi
Could Onlyfans ever be safe for work? As the company looks for a buyer, it’s trying to change its reputation https://t.co/zVOxVCSIPe https://t.co/PPypvMjD2D
what adam neumann is doing now is such an obviously good idea. most of american life unless scheduled is super isolationist so you rarely get those spontaneous interactions with ppl.. this sorta flips that around right at the point of where ppl spend majority of their lives. https://t.co/iNVQU3g85A
Indonesian President Prabowo Subianto, US-Israel War in Iran, 'no rationality'
这反映了一个重要的区域大国对正在进行的伊朗冲突的国际反应和怀疑态度。
Indonesian President Prabowo Subianto said he was “pretty surprised” by the US-Israel War in Iran, adding that he didn’t see any “rationality” in the military campaign https://t.co/m2KLEYUqrI
Australia’s government touted the country’s ability to supply LNG reliably as global energy markets are roiled by the Middle East conflict, while calling on trading partners to boost investment in its gas resources https://t.co/ZfJtemtPfQ
Swiss voters are in favor of squeezing wealthy residents with higher taxes to fund the military and pensions in what could turn into a second attack on large fortunes in less than a year https://t.co/NDKVOpO9AK
Full evals system coming to GStack shortly. LLM evals are the only way you can make fully agentic systems that are repeatably better as you improve the workflow, context engineering and prompts.
Go from "hello world" to "hello claw!" 🦞 We're hosting a Build-A-Claw extravaganza in the #NVIDIAGTC Park Mon-Thur where you can BYOD or buy a DGX Spark on-site and our NVIDIA experts will help you install @OpenClaw. See you there! 🙌 Full details 👉 https://t.co/hbtboQ5RYp https://t.co/eC3nN7NVyJ
I heard a claim today that the Korean govt buys about 10k H100/B200 class GPUs per year to be granted to businesses and universities. Is this not a dramatic under-investment? I’d be curious to speak with policymakers who run this. https://t.co/ka0JkCEtev
He already created the best coworking product (by far). Seems obvious he’ll build the best co-living product as well. [QT @signulll: what adam neumann is doing now is such an obviously good idea. most of american life unless scheduled is super isolationist so you rarely get those spontaneous interactions with ppl.. this sorta flips that around right at the point of where ppl spend majority of their lives. https://t.co/iNVQU3g85A]
Could Onlyfans ever be safe for work? As the company looks for a buyer, it’s trying to change its reputation https://t.co/zVOxVCSIPe https://t.co/PPypvMjD2D
Indonesian President Prabowo Subianto said he was “pretty surprised” by the US-Israel War in Iran, adding that he didn’t see any “rationality” in the military campaign https://t.co/m2KLEYuqrI
Australia’s government touted the country’s ability to supply LNG reliably as global energy markets are roiled by the Middle East conflict, while calling on trading partners to boost investment in its gas resources
Swiss voters, higher taxes, wealthy residents, fund military and pensions
这一潜在的税收政策变化可能标志着瑞士财富管理环境的转变，并可能影响其作为全球金融中心的吸引力。
Swiss voters are in favor of squeezing wealthy residents with higher taxes to fund the military and pensions in what could turn into a second attack on large fortunes in less than a year
I heard a claim today that the Korean govt buys about 10k H100/B200 class GPUs per year to be granted to businesses and universities. Is this not a dramatic under-investment? I’d be curious to speak with policymakers who run this.
Indonesian President Prabowo Subianto said he was “pretty surprised” by the US-Israel War in Iran, adding that he didn’t see any “rationality” in the military campaign
The #GenAI & Multimodal track at #PyTorchCon Europe explores building & scaling generative & multimodal models using #PyTorch. Learn more: https://t.co/5Eh1Rj2BEl 🎟 Register → https://t.co/FXnQdW5qwy https://t.co/fjtQ2HNlNA
an AI agent just dropped $250k to acquire bittensor subnet 97. not a human, not a DAO, an autonomous agent that now owns and operates revenue-generating infrastructure. TAO up 8.6% on ETF filings, market completely ignoring that AI agents can now be infrastructure owners with
US Export-Import Bank, $4.2 billion, Japanese and South Korean nuclear operators, enriched fuel
美国通过提供巨额融资，旨在加强其核燃料产业并支持日韩等盟友的能源安全，巩固全球核能供应链。
The US Export-Import Bank advanced plans for up to $4.2 billion in financing to support Japanese and South Korean nuclear operators’ purchase of enriched fuel from California-based General Matter
TAO spot ETF filing is validation but the real bottleneck is zero US exchange support. no coinbase, no kraken listing. BTC and ETH both had full US custody infrastructure before approval.
continue to believe that zcash is the last possible 1000x in crypto. gov overreach, money printing, rise in socialism, quantum. all massive multi-decade tailwinds.
Giorgia Meloni has long pitched nuclear energy as a cure for Italy’s wilting economy — now her government is plotting how to actually resurrect the banned technology
$80 million from the Pentagon has gone to owners of a mine in Idaho to extract a mineral critical for the US military. But questions are being asked whether that is the only treasure under the ground
BTC looking much better than eth/sol wrt these 2W candles - 14 hours for bulls to close this as an inside bar break out https://t.co/mlHTqaa7W [QT @MacroCRG: If these 2W candles on ETH + SOL close like this tomorrow night, they'll be inside bar false break outs Which opens up a technical trade back into the lows Not great https://t.co/WmXn77xu9]
Bangladesh lifted restrictions on fuel sales, boosting supplies ahead of the Eid-ul-Fitr holidays as well as ensuring there’s enough water to irrigate paddy fields https://t.co/6CZjen2LSX
Fascinating thread wherein a cancer researcher basically says "sure, we could probably cure your cancer with an individualized mRNA vaccine, but like 100k sounds too expensive for saving you, and it would be unethical to save your life because the ethics committee won't like it"
TAO spot ETF filing is validation but the real bottleneck is zero US exchange support. no coinbase, no kraken listing. BTC and ETH both had full US custody infrastructure before approval. the leading indicator isn't SEC feedback, it's whether a US venue lists TAO in the next 6
Bangladesh lifted restrictions on fuel sales, boosting supplies ahead of the Eid-ul-Fitr holidays as well as ensuring there’s enough water to irrigate paddy fields https://t.co/6CZjen2LSX
Fascinating thread wherein a cancer researcher basically says "sure, we could probably cure your cancer with an individualized mRNA vaccine, but like 100k sounds too expensive for saving you, and it would be unethical to save your life because the ethics committee won't like it"
U.S. Air Force A-10 Thunderbolt II, Operation Epic Fury, in-flight fuel
这表明美国在中东地区持续进行军事部署和行动，以维持区域安全和应对潜在威胁。
U.S. Air Force A-10 Thunderbolt II’s receive fuel in-flight while supporting Operation Epic Fury. The A-10 Thunderbolt II can loiter for hours, standing by and ready to execute a mission whenever needed. https://t.co/VjESHLR32Y
TAO spot ETF filing is validation but the real bottleneck is zero US exchange support. no coinbase, no kraken listing. BTC and ETH both had full US custody infrastructure before approval. the leading indicator isn't SEC feedback, it's whether a US venue lists TAO in the next 6
Aluminium Bahrain, which runs the world’s largest single-site smelter of the metal, has started a phased production shutdown to conserve raw-material supplies https://t.co/NxFQtlgJbl
Bangladesh lifted restrictions on fuel sales, boosting supplies ahead of the Eid-ul-Fitr holidays as well as ensuring there’s enough water to irrigate paddy fields https://t.co/6CZjen2LSX
U.S. Air Force A-10 Thunderbolt II, Operation Epic Fury
该军事行动中的空中加油作业表明美国在中东地区保持持续的军事存在和行动能力。
U.S. Air Force A-10 Thunderbolt II’s receive fuel in-flight while supporting Operation Epic Fury. The A-10 Thunderbolt II can loiter for hours, standing by and ready to execute a mission whenever needed. https://t.co/VjESHLR32Y
ETH's 100% win rate whale just closed $108m in leveraged longs, took profit, then bought 12,027 ETH spot at $2,068. exiting leverage into spot accumulation is conviction, not trading. 31% of supply now staked, exchange balances at ATL, ETF outflows reversed after 5 months. supply
Bangladesh, lifted fuel sale restrictions, Eid-ul-Fitr, paddy irrigation
孟加拉国政府采取措施稳定燃料供应，以支持重要的节日消费和农业生产。
Bangladesh lifted restrictions on fuel sales, boosting supplies ahead of the Eid-ul-Fitr holidays as well as ensuring there’s enough water to irrigate paddy fields https://t.co/6CZjen2LSX
For almost two decades, a $60 billion wealth manager in Belgium has excluded US Treasuries from its flagship sustainable government bond fund. It says the US doesn’t score well enough on metrics like equality and democracy. https://t.co/SA8nEaoE8g
This is one of the most compelling setups for agricultural commodities I have seen. Broad commodities appear to be leading the move, while agricultural commodities remain just below a major historical resistance level. A breakout could be the next step. Here is where I https://t.co/3daKQeODqE
After World War II, Japan renounced war and dismantled its military. It’s now debating whether those limits still fit a more dangerous world. https://t.co/Tn7YTutOOF
India, elections in April, four states, one union territory, Narendra Modi, energy crisis, quickening inflation
印度即将举行的大选将是莫迪政府应对经济挑战和维持政治主导地位的关键考验。
India will hold elections in four states and one union territory in April, with PM Narendra Modi’s party looking to extend its grip even as it battles an energy crisis and quickening inflation https://t.co/Xt0aPAuCBx
Asian countries, US energy supplier, Middle East dependence, regional instability
地缘政治不确定性正推动亚洲国家能源供应多元化，美国作为替代能源供应国的角色日益凸显。
Asian countries are increasingly looking to the US as an energy supplier to reduce their dependence on the Middle East amid regional instability and supply chain concerns, Environmental Protection Agency Administrator Lee Zeldin said https://t.co/oosFnLQHog
Asian countries are increasingly looking to the US as an energy supplier to reduce their dependence on the Middle East amid regional instability and supply chain concerns, Environmental Protection Agency Administrator Lee Zeldin said https://t.co/oosFnLQHog
Bangladesh lifted restrictions on fuel sales, boosting supplies ahead of the Eid-ul-Fitr holidays as well as ensuring there’s enough water to irrigate paddy fields https://t.co/6CZjen2LSX
Fascinating read, about culture differences, realpolitik, tails wagging with dogs. Also, Palantir is a Claude wrapper [QT @PirateWires: Read it here: https://t.co/nHPPPTlW]
should be interesting to see the 8-K from @Strategy tomorrow to see how much $ they raised this week... [QT @saylor: Stretch the Orange Dots. https://t.co/WMVPUxlIcx]
“.. even demand.” 🤡 [QT @atrupar: TAPPER: Is Trump hoping that other countries will send naval escorts to the Strait of Hormuz, or have they committed to it? WALTZ: We welcome, encourage, and even demand their participation to help their own economies https://t.co/KN8Z2o1CmK]
Drivers and truckers in Thailand's Samut Sakhon province faced fuel shortages as they rushed to fill up vehicles before prices rise https://t.co/Hh1kLoFN10
For almost two decades, a $60 billion wealth manager in Belgium has excluded US Treasuries from its flagship sustainable government bond fund. It says the US doesn’t score well enough on metrics like equality and democracy. https://t.co/SA8nEaoE8g
After World War II, Japan renounced war and dismantled its military. It’s now debating whether those limits still fit a more dangerous world. https://t.co/Tn7YTutOOF
Climate change's rising seas may threaten tens of millions more people than scientists and government planners originally thought because of mistaken research assumptions on how high coastal waters already are, a study said. https://t.co/5rk8EHIQrJ
For almost two decades, a $60 billion wealth manager in Belgium has excluded US Treasuries from its flagship sustainable government bond fund. It says the US doesn’t score well enough on metrics like equality and democracy.
I (finally) put together a new LLM Architecture Gallery that collects the architecture figures all in one place! https://t.co/NO7z6XSRHS https://t.co/X41FrK4i94
Layoffs, consolidation, streaming losses and the rise of the creator economy are reshaping Hollywood, raising questions about whether the industry is just hitting a rough patch or in terminal decline
I (finally) put together a new LLM Architecture Gallery that collects the architecture figures all in one place! https://t.co/NO7z6XSRHS https://t.co/X41FrK4i94
AI products, cowork, openclaw, replace browser tabs and spreadsheets
这突显了AI驱动工具的发展趋势，通过简化复杂的数字工作流程和减少认知负担来提高生产力。
the magic of cowork and openclaw and other AI products is that they replace our giant row of infinite browser tabs And lol - no, don't feel guilty, I have too many tabs too. AI makes it so that every workflow that required 4 browser tabs and a spreadsheet is getting collapsed
I'd bet $1000 that from now to 2030, most "susceptible" jobs see *increased* share of labor. In the models these types of charts are based on, it is explicitly not "AI can substitute" but "AI is related". AI is a complement too! Who *doesn't* want to code right now, for instance?
Kevin Hassett: "You have to understand that America is not going to have its economy harmed by what the Iranians are doing. They think they're gonna harm the US economy and get President Trump to back down? There couldn't be anything that was a stupider thing to say."
"To Address Farm Labor Shortage, Trump Administration Turns to Migrant Workers" https://t.co/tjvCGzRKpR "As the president’s immigration policies squeeze an already tight supply of farm labor, the Trump administration is making it cheaper to hire foreign farmworkers." https://t.co/5qReL2e8Qt
For almost two decades, a $60 billion wealth manager in Belgium has excluded US Treasuries from its flagship sustainable government bond fund. It says the US doesn’t score well enough on metrics like equality and democracy.
There is a ton of things happening in the world right now. To help out, we at Unusual Whales built out our "Monitoring the Situation" page, that helps you with: - live news happening, including conflicts - futures, equities, and options realtime - volatility Check it out: https://t.co/xQMlUyAS41
Apple’s new Liquid Glass interface isn’t going anywhere anytime soon despite a shake-up in the company’s design ranks. Continued Siri snags cause another smart home hub delay, and iOS 27 will include enhancements for the foldable iPhone, writes Mark Gurman for Power On.
Lots of conflicting data across sentiment & positioning right now, but this caught my attention: "US-listed ETF shorts on the Prime book increased +10% yesterday: the 2nd largest 1-day increase on Goldman's record". Source: GS https://t.co/UjJLM7r2Yq
Canada and the Nordic countries agreed to ramp up defense production and deepen security cooperation to counter Russia in the Arctic and push back against US pressure on Greenland https://t.co/AoSQWqXQo
No one know if Iran's new Supreme Leader is alive or incapacitated, according to US Representative Adam Smith. Watch the full interview on Bloomberg This Weekend. Watch the show LIVE every Saturday and Sunday morning: https://t.co/witsQ5BQm9 https://t.co/xqRTwFujfZ
Thinking how we can evolve openclaw plugins to be more powerful while also making core leaner. Also wanna add support for claude code/codex plugin bundles. Good stuff coming soon!
If you think Anthropic models constitute a foreign-adversary level threat to national security because of their potential to “think for themselves” based on inscrutable reasoning and potentially override the military, I have bad news for you: This threat model applies to all AI https://t.co/u8nzAUfL5G [QT @RobertJSalvador: @deanwball My background provides the point. This off base AI opinions are making Heritage look bad so it’s better I just say no than call out how you clearly don’t understand the differences in model Pre-Training and Post/Training that have the DoW thinking differently about Claude.]
India is attracting billions of dollars in AI investment. But will the country be able to develop its own AI champion? https://t.co/GvUzcUH8Eb https://t.co/T6qSjVV1G8
Lots of conflicting data across sentiment & positioning right now, but this caught my attention: 'US-listed ETF shorts on the Prime book increased +10% yesterday: the 2nd largest 1-day increase on Goldman's record'. Source: GS https://t.co/RmqDwbOGN
Financials $XLF; Record outflow out of financials Funds; $XLF Below the 200-DMA; $KBE Below the 200-DMA; $KRE Below the 200-DMA; $GS $JPM $C $WFC etc ++ all look rather weak
Pretty ugly action in Financials $XLF > Record outflow out of financials Funds > $XLF Below the 200-DMA > $KBE Below the 200-DMA > $KRE Below the 200-DMA > $GS $JPM $C $WFC etc ++ all look rather weak https://t.co/RmqDwbOGN
This is big. We levelled up our Skill MD for API builders. We added 13F data to track institutions, and made it so you can follow the whales like Buffett and Ackman when they update. Join here: https://t.co/uFVfwbXZ7b
Faster markets and better technology made it possible to wager on shorter stretches of market action. Now, crypto traders are making bets that barely outlast a coffee break. https://t.co/TqtdGhGnLB
My openclaw twitter mention block cron job is working unreasonably well. Turns out AI is really good at detecting spam/reply guy/promo stuff. Runs every 5 min and cleans up my mentions - I actually see useful replies now and Twitter got pleasant again! https://t.co/eLoMM7zTNc
The wild swings led by oil since the start of the Iran war have institutional investors turning to exotic hybrid options to trade cross-market gyrations.
Faster markets and better technology made it possible to wager on shorter stretches of market action. Now, crypto traders are making bets that barely outlast a coffee break.
This is big. We levelled up our Skill MD for API builders. We added 13F data to track institutions, and made it so you can follow the whales like Buffett and Ackman when they update. Join here: https://t.co/uFVfwbXZ7b
India is attracting billions of dollars in AI investment. But will the country be able to develop its own AI champion? https://t.co/GvUzcUH8Eb https://t.co/T6qSjVV1G8
Thinking how we can evolve openclaw plugins to be more powerful while also making core leaner. Also wanna add support for claude code/codex plugin bundles. Good stuff coming soon!
Foreign value stocks are cheap but nobody owns any
这指出了市场中可能存在的低效率或投资机会，即全球股市中的一部分（外国价值股）被低估且被投资者忽视。
Foreign value stocks are cheap but nobody owns any, which is probably why they are cheap, which is probably why nobody owns any. https://t.co/xW57r2cQMq via @followMFS https://t.co/CPa6Gwx7K8
Ford ... launched a no-annual-fee rewards card with Bread Financial
这代表了福特推出的一项新金融产品，旨在增强其生态系统内的客户忠诚度和参与度，可能增加品牌粘性。
The automaker just launched a no-annual-fee rewards card with Bread Financial that stacks serious points for loyal Ford drivers. https://t.co/cPvUgcRY6b
Top executives of major airlines, including Delta, American and Southwest, are urging Congress to restore funding to the Department of Homeland Security
Morgan Stanley, modern markets, absorb shocks, capital shifts, uncertainty
这一观点表明市场韧性增强，投资者心态从等待不确定性消除转向积极适应，这可能影响资产配置策略。
MORGAN STANLEY“.. the past couple of weeks feel like another reminder of how modern markets tend to absorb shocks. .. Capital hasn’t fled risk so much as shifted around it .. Investors have become more comfortable operating in uncertainty rather than waiting for it to clear.”
FWIW while many are suggesting Fed Rate Hikes and markets are beginning to price that as well. We much prefer 1. Ending RMO 2. Addressing the uneven distribution of reserves by establishing a minimum reserve requirement to protect the high end of the fed funds corridor and
The First Open-Source Agentic AI Physicist The Singularity already writes code, trades stocks, and diagnoses tumors, but it has never done physics research end-to-end, until today. Physical Superintelligence PBC (PSI), a company I co-founded,
My openclaw twitter mention block cron job is working unreasonably well. Turns out AI is really good at detecting spam/reply guy/promo stuff. Runs every 5 min and cleans up my mentions - I actually see useful replies now and Twitter got pleasant again!
Top executives of major airlines, including Delta, American and Southwest, are urging Congress to restore funding to the Department of Homeland Security
At least 12 Palestinians, including two boys, a pregnant woman and eight police officers, were killed Sunday by Israeli airstrikes in the war-torn Gaza Strip, hospital authorities said.
~$40 billion in software and services debt matures in 2028, the largest single-year concentration. The vast majority of this is rated B- or lower, deep in junk territory
这一情况引发了对软件行业再融资风险和潜在违约的担忧，尤其是在利率上升和信贷条件收紧的环境下。
The software sector is facing a massive debt wall: ~$40 billion in software and services debt matures in 2028, the largest single-year concentration. The vast majority of this is rated B- or lower, deep in junk territory, with no investment-grade debt in the mix. In total, https://t.co/vAq3ulAbmE
The First Open-Source Agentic AI Physicist The Singularity already writes code, trades stocks, and diagnoses tumors, but it has never done physics research end-to-end, until today. Physical Superintelligence PBC (PSI), a company I co-founded,
man used chatgpt to sell his house in 5 DAYS. got 5 offers in 72 hours. no real estate agents. saved so much money doing it too. he used AI to: > price the house (researched neighboring properties for sale) > wrote up the legal contracts
i mean this story is insane. man used chatgpt to sell his house in 5 DAYS. got 5 offers in 72 hours. no real estate agents. saved so much money doing it too. he used AI to: > price the house (researched neighboring properties for sale) > wrote up the legal contracts (saving https://t.co/9En1cFiD8W]
The S&P 500 is down 5.4% from its Jan 28 peak, the 32nd pullback >5% since the March 2009 low. Video: https://t.co/1xWFG0G0KD https://t.co/9fZdbcxEPv
India's Jaishankar: I am currently engaged in talking to Iran and my discussions have yielded some results - FT interview [QT @financialjuice: India's Jaishankar tells FT there was no blanket arrangement with Iran for Indian-flagged ships and that every ship movement is an individual happening]
Top executives of 10 US airlines and aviation companies asked Congress to end government shutdown; Select US airports asking passengers to tip TSA agents by donating $10 and $20 grocery store & gas gift cards
No sign that oil spikes are hurting the domestic economy. Trucking volumes continue to accelerate. +8% YoY and has now cleared 2024 comps. Despite the noise, the signal coming from freight is that activity in the domestic goods economy is strengthening, not slowing.
POKÉMON GO PLAYERS TRAINED 30 BILLION IMAGE AI MAP Niantic says photos and scans collected through Pokémon Go and its AR apps have produced a massive dataset of more than 30 billion real-world images. The company is now using that data to power visual navigation for delivery
AI is deeply unpopular. According to Pew, sadly only 17% of Americans think AI will have a positive impact. In China, 83% believe AI will be positive. A token tax & political backlash is coming unless the narrative changes. 🇺🇸👀🧐
i mean this story is insane. man used chatgpt to sell his house in 5 DAYS. got 5 offers in 72 hours. no real estate agents. saved so much money doing it too. he used AI to: > price the house (researched neighboring properties for sale) > wrote up the legal contracts (saving
12 Palestinians killed by Israeli airstrikes in Gaza (incl. 2 boys, pregnant woman, 8 police) on Sunday
加沙地带的冲突仍在继续，以色列的空袭造成包括平民和执法人员在内的重大人员伤亡。
At least 12 Palestinians, including two boys, a pregnant woman and eight police officers, were killed Sunday by Israeli airstrikes in the war-torn Gaza Strip, hospital authorities said.
Asia is the most exposed region to a shortage of LNG: ~85% of LNG transiting the Strait of Hormuz is destined for Asia, with limited rerouting options. Korea, Thailand, and Taiwan are running LNG trade deficits of -1.5% of GDP, meaning they are the most vulnerable to shortages.
Leavitt: "Rest assured to the American people: the recent increase in oil and gas prices is temporary, and this operation will result in lower gas prices in the long term."
No oil demand destruction in the US - yet [QT @FreightAlley: No sign that oil spikes are hurting the domestic economy. Trucking volumes continue to accelerate. +8% YoY and has now cleared 2024 comps. Despite the noise, the signal coming from freight is that activity in the domestic goods economy is strengthening, not slowing. If]
The US Energy Department reiterated Sunday that a planned 172-million-barrel release of oil from the country’s Strategic Petroleum Reserve would be structured as an exchange.
AI is deeply unpopular. According to Pew, sadly only 17% of Americans think AI will have a positive impact. In China, 83% believe AI will be positive. A token tax & political backlash is coming unless the narrative changes. 🇺🇸👀🧐
I use coding agents to create dozens of economic policy research papers per month (sometimes more). In some sense, for me, coding agents are “an economics PhD student living on my computer” just as much as they are “a software engineer living on my computer.” (They are many other [QT @alexolegimas: Also: *EXPOSURE DOES NOT MEAN THREAT OF DISPLACEMENT* *EXPOSURE DOES NOT MEAN THREAT OF DISPLACEMENT* *EXPOSURE DOES NOT MEAN THREAT OF DISPLACEMENT* It can literally mean the opposite: AI exposed jobs may increase hiring and attract higher wages. It all depends on a)]
If you’re not paying for the product, you are the product [QT @Newsforce: POKÉMON GO PLAYERS TRAINED 30 BILLION IMAGE AI MAP Niantic says photos and scans collected through Pokémon Go and its AR apps have produced a massive dataset of more than 30 billion real-world images. The company is now using that data to power visual navigation for delivery https://t.co/FIs65uO3sx]
The S&P 500 is down 5.4% from its Jan 28 peak, the 32nd pullback >5% since the March 2009 low. Video: https://t.co/1xWFG0G0KD https://t.co/9fZdbcXEPv
The software sector is facing a massive debt wall: ~$40 billion in software and services debt matures in 2028, the largest single-year concentration. The vast majority of this is rated B- or lower, deep in junk territory, with no investment-grade debt in the mix. In total, https://t.co/vAq3ulAbmE
Pop Mart’s shelves remain packed, but shoppers are no longer fixated solely on the snaggle-toothed Labubu dolls that once sparked hours-long lines and resale frenzies. https://t.co/VIGYLh277q
A metal used in weapons and semiconductors finds itself the subject of geopolitical tensions as Chinese export limits and rising military demand squeeze supplies, sending prices to record highs https://t.co/gOf25FgK5p
AI is deeply unpopular. According to Pew, sadly only 17% of Americans think AI will have a positive impact. In China, 83% believe AI will be positive. A token tax & political backlash is coming unless the narrative changes. 🇺🇸👀🧐
The next major breakthrough will branch out at a much lower level than deep learning model architecture. It will be a new approach. A better model architecture can lead to incremental data efficiency & generalization gains, but it won't fix the fundamental issues of the [QT @rohanpaul_ai: Sam Altman just said in his new interview, that a new AI architecture is coming that will be a massive upgrade, just like Transformers were over Long Short-Term Memory. And also now the current class of frontier models are powerful enough to have the brainpower needed to help us https://t.co/FVpyKWWwsY]
I use coding agents to create dozens of economic policy research papers per month (sometimes more). In some sense, for me, coding agents are “an economics PhD student living on my computer” just as much as they are “a software engineer living on my computer.” (They are many other [QT @alexolegimas: Also: *EXPOSURE DOES NOT MEAN THREAT OF DISPLACEMENT* *EXPOSURE DOES NOT MEAN THREAT OF DISPLACEMENT* *EXPOSURE DOES NOT MEAN THREAT OF DISPLACEMENT* It can literally mean the opposite: AI exposed jobs may increase hiring and attract higher wages. It all depends on a)]
L Catterton, the private equity firm backed by French luxury fashion house LVMH, is planning to invest around $313 million in five Japanese consumer businesses over the next three years https://t.co/43jhYRyBls
Pop Mart’s shelves remain packed, but shoppers are no longer fixated solely on the snaggle-toothed Labubu dolls that once sparked hours-long lines and resale frenzies. https://t.co/0CAxxCEMw4
B-1B Lancers – capable of carrying a payload of 75,000 pounds – have operated over the Middle East in support of Operation Epic Fury. Nicknamed the BONE, B-1Bs hold world records for speed, payload and range. https://t.co/pwYq7n1BMO
blockchain capital just moved $24.8m in AAVE to coinbase prime. parafi swapped their position into SKY tokens. meanwhile MORPHO crossed $10b TVL with apollo's 9% stake backing them. the teams that drove 61% of aave governance actions are gone by april 1. smart money is pricing in