Talk about a turn of events: The futures-implied BASE CASE now shows the Fed pausing interest rate cuts until July 2027. To put this into perspective, the debate in late-2025 was whether the Fed would CUT rates 3 or 4 times in 2026. Last week, markets briefly showed a 50%
⚠️Warning: Euro Bonds Are Cracking ... Exploding Yields Look Inevitable When yields explode higher on already massive debt piles, interest payments spiral out of control. Bigger deficits = more borrowing = even higher yields.Add in stagnant growth, high youth https://t.co/qWnxu6AjNU
Inflation surges due to oil shocks. None of the prior episodes had U.S. interest payments reach 5% of GDP. None. Expect inflation to surge again, with the Fed having to justify a rate cut. That is certainly not priced in markets today. https://t.co/fGzLzFZZ7Z Great chart https://t.co/hcdwO82pRm
Elon should just build an insane free electron laser lithography machine and photon-mog ASML. The ultimate convergence of first principles thinking and "delete more parts" mentality. Probably lots of synergies with Tesla expertise in electric motors https://t.co/nV6bUGOHwL
BREAKING: Bitcoin collapses below $68,000 after President Trump threatens to "obliterate" Iran's power plants. Just 24 hours ago, President Trump said he was considering "winding down" the Iran War. https://t.co/6rGwk7lZV5
Dozens of people have been injured in Israel after Iranian missile strikes targeted two areas near the country's main nuclear research center. The Israeli military said its defenses were not able to intercept missiles that hit the southern cities of Dimona and Arad.
BREAKING: President Trump's team is currently trying to find the "best point of contact" for negotiations with Iran, along with a country to mediate, per Axios. While Oman mediated the last round, Trump is seeking Qatar as a mediator due to "mutual distrust" with the Omanis.
BREAKING: More details emerge on a potential peace deal between the US and Iran, per Axios. Details include: 1. US officials say there could be "room to negotiate" over returning frozen assets to Iran 2. "They call it reparations. Maybe we call it return of frozen money," the
BREAKING: Bitcoin collapses below $68,000 after President Trump threatens to "obliterate" Iran's power plants. Just 24 hours ago, President Trump said he was considering "winding down" the Iran War. https://t.co/6rGwk7lZV5
ethereum holds 65% of $22.7b RWA market because coinbase prime, bitgo, securitize custody is already built there. institutions don't optimize for gas fees. they optimize for not rebuilding compliance infrastructure from scratch. $14.7b in tokenized treasuries isn't speculation
Talk about a turn of events: The futures-implied BASE CASE now shows the Fed pausing interest rate cuts until July 2027. To put this into perspective, the debate in late-2025 was whether the Fed would CUT rates 3 or 4 times in 2026. Last week, markets briefly showed a 50%
WTI and Brent (oil) just pumped over 2% on Hyperliquid after President Trump said the US will “obliterate” Iran’s power plants if it doesn’t open the Strait of Hormuz within 48 hours. https://t.co/P29CS6JdcC https://t.co/qQhvVPQFlR https://t.co/iOFZlPPjkx
Weekend futures went from +300 to -200 on the news. Volatility looks set to expand exponentially. https://t.co/XDxEP1yuzR [QT @KobeissiLetter: BREAKING: President Trump says the US will "obliterate" Iran's power plants if Iran does not open the Strait of Hormuz within 48 hours. https://t.co/JabM2k68zO]
Inflation surges due to oil shocks. None of the prior episodes had U.S. interest payments reach 5% of GDP. None. Expect inflation to surge again, with the Fed having to justify a rate cut. That is certainly not priced in markets today. https://t.co/fGzLzFZZ7Z Great chart https://t.co/hcdwO82pRm
⚠️Warning: Euro Bonds Are Cracking ... Exploding Yields Look Inevitable When yields explode higher on already massive debt piles, interest payments spiral out of control. Bigger deficits = more borrowing = even higher yields.Add in stagnant growth, high youth https://t.co/qWnxu6AjNU
Elon should just build an insane free electron laser lithography machine and photon-mog ASML. The ultimate convergence of first principles thinking and "delete more parts" mentality. Probably lots of synergies with Tesla expertise in electric motors https://t.co/nV6bUGOHwL [QT @is_OwenLewis: 🧵 1/12: Elon Musk just replied "True" to the idea that he might start building lithography machines. Why? Because these insane $400 million beasts are the ultimate bottleneck for chips, AI, and the entire future of computing. Including speedrunning to a Kardashev Type 2 https://t.co/KyqodMihd]
BREAKING: President Trump says the US will "obliterate" Iran's power plants if Iran does not open the Strait of Hormuz within 48 hours. https://t.co/JabM2k68zO
Dozens of people have been injured in Israel after Iranian missile strikes targeted two areas near the country's main nuclear research center. The Israeli military said its defenses were not able to intercept missiles that hit the southern cities of Dimona and Arad.
BREAKING: President Trump is trying to figure out who "actually makes decisions" in Iran and how to get in touch with them, according to US officials. Araghchi has been the primary intermediary in the past, but Trump advisers see him as a "fax machine" in talks, officials say.
U.S. forces remain centered on very clear military objectives in eliminating Iran’s ability to project power against Americans, and against its neighbors. https://t.co/OXIKUjukHj
BREAKING: Bitcoin collapses below $68,000 after President Trump threatens to "obliterate" Iran's power plants. Just 24 hours ago, President Trump said he was considering "winding down" the Iran War. https://t.co/6rGwk7lZV5
ethereum holds 65% of $22.7b RWA market because coinbase prime, bitgo, securitize custody is already built there. institutions don't optimize for gas fees. they optimize for not rebuilding compliance infrastructure from scratch. $14.7b in tokenized treasuries isn't speculation
Powell: "The thing a good number of people on the committee are concerned about is the very very low level of job creation. If you adjust what has been the trend job creation over the past 6 months for what we think is the overstatement due to overcounting, effectively there is 0 https://t.co/GglfmKK7Gx
Talk about a turn of events: The futures-implied BASE CASE now shows the Fed pausing interest rate cuts until July 2027. To put this into perspective, the debate in late-2025 was whether the Fed would CUT rates 3 or 4 times in 2026. Last week, markets briefly showed a 50%
President Trump over the last 36 hours: Friday, 3:40 PM ET: "I don't want to do a ceasefire with Iran." Friday, 5:15 PM ET: The US is "considering winding down" the war with Iran. Today, 2:00 PM ET: Axios reports Trump is planning "peace talks." Now: "If Iran doesn’t open the
Please - not the datacenters [QT @sentdefender: The Spokesman for the Khatam-al Anbiya Central Headquarters, the unified combatant command headquarters of the Iranian Armed Forces, has stated following tonight’s 48-hour ultimatum by U.S. President Trump, that if the United States attacks fuel or energy infrastructure in Iran, https://t.co/F6nFLFEeI9]
Iran struck two communities near Israel's main nuclear research center late Saturday, leaving buildings shattered and at least seven people seriously injured, hours after Tehran's main nuclear enrichment site was hit. https://t.co/9SI8kARdpM
BREAKING: Over $240 million worth of levered crypto positions are liquidated in 60 minutes after President Trump threatens to "obliterate" Iran's power plants. [QT @KobeissiLetter: BREAKING: Bitcoin collapses below $68,000 after President Trump threatens to "obliterate" Iran's power plants. Just 24 hours ago, President Trump said he was considering "winding down" the Iran War. https://t.co/6rGwk7lZV5]
Powell: "The thing a good number of people on the committee are concerned about is the very very low level of job creation. If you adjust what has been the trend job creation over the past 6 months for what we think is the overstatement due to overcounting, effectively there is 0 https://t.co/GglfmKK7Gx"
WTI and Brent (oil) just pumped over 2% on Hyperliquid after President Trump said the US will “obliterate” Iran’s power plants if it doesn’t open the Strait of Hormuz within 48 hours. https://t.co/P29CS6JdcC https://t.co/qQhvVPQFlR https://t.co/iOFZlPPjkx
President Trump over the last 36 hours: Friday, 3:40 PM ET: "I don't want to do a ceasefire with Iran." Friday, 5:15 PM ET: The US is "considering winding down" the war with Iran. Today, 2:00 PM ET: Axios reports Trump is planning "peace talks." Now: "If Iran doesn’t open the
The US on the cusp of putting multiple countries in the dark. Our invasion of Venezuela seems like years ago now. [QT @phildstewart: (Reuters) - Cuba's national electric grid collapsed on Saturday, the country's grid operator said, leaving around 10 million people without power amid a U.S.-imposed oil blockade that has crippled the island's already obsolete generation system. The power failure was]
A man and a woman were killed and six people wounded, including two children, when a Russian drone hit a house in the Ukrainian city of Zaporizhzhia. https://t.co/AuyI6Gf8vG
升级冲突是以色列的唯一选择和唯一办法，中东的这场游戏里，谁先降级谁就先死，谁继续升级谁还可以再多活一天，一小时。 [QT @adamscochran: Based on the emergency meeting of Israel’s war cabinet I’m guessing Trump’s illegal threats are because Israel told him they intend to escalate. The strike on Israel tonight was major, and Israel tries to solve its problems by escalation. Trump can’t afford another escalation]
BREAKING: Over $240 million worth of levered crypto positions are liquidated in 60 minutes after President Trump threatens to "obliterate" Iran's power plants. [QT @KobeissiLetter: BREAKING: Bitcoin collapses below $68,000 after President Trump threatens to "obliterate" Iran's power plants. Just 24 hours ago, President Trump said he was considering "winding down" the Iran War. https://t.co/6rGwk7lZV5]
Powell: "The thing a good number of people on the committee are concerned about is the very very low level of job creation. If you adjust what has been the trend job creation over the past 6 months for what we think is the overstatement due to overcounting, effectively there is 0 https://t.co/GglfmKK7Gx
TERAFAB: the next step to becoming a galactic civilization Together with @Tesla & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof https://t.co/p6bX3VotXl
President Trump over the last 36 hours: Friday, 3:40 PM ET: "I don't want to do a ceasefire with Iran." Friday, 5:15 PM ET: The US is "considering winding down" the war with Iran. Today, 2:00 PM ET: Axios reports Trump is planning "peace talks." Now: "If Iran doesn’t open the
China, Li Qiang, rising trade surplus, surging exports (first two months of year)
中国出口强劲增长导致贸易顺差扩大，引发了贸易伙伴的关注，可能预示着未来贸易政策或外交压力的调整。
Chinese Premier Li Qiang has responded to growing calls from trading partners to address a rising trade surplus, with China’s exports continuing to surge in the first two months of the year https://t.co/6Cf35uykeP
TERAFAB: the next step to becoming a galactic civilization Together with @Tesla & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof https://t.co/p6bX3VotXl
gmtrade doing $23m daily volume in tokenized stock perpetuals with 1000x leverage available. 250+ US equities trading 24/7 on solana while NYSE is closed. thats 5.2x more trading hours than traditional markets. crypto natives dont want to own stocks. they want to 100x tesla
Chinese Premier Li Qiang has responded to growing calls from trading partners to address a rising trade surplus, with China’s exports continuing to surge in the first two months of the year https://t.co/6Cf35uykeP
Elon finally has been thermo compute pilled. It's going to be a grind to reinvent compute but we will get there. [QT @vossaustin: ELON MUSK: “We’re not just going to do traditional compute in [TERAFAB]. I think there’s some very interesting new physics that I’m confident will work; it’s just a question of when.” @beffjezos @extropic https://t.co/9peHpQlzTE]
chgpt 5.4 xhigh, codex extra high, AI model release
新一代AI模型的发布可能预示着AI能力和应用边界的进一步拓展，反映出AI领域激烈的竞争态势。
I can't believe they released chgpt 5.4 xhigh lmao. Remember when they wouldn't release dalle 1 because of muh safety? Competition makes honest men out of all of us
gmtrade doing $23m daily volume in tokenized stock perpetuals with 1000x leverage available. 250+ US equities trading 24/7 on solana while NYSE is closed. thats 5.2x more trading hours than traditional markets. crypto natives dont want to own stocks. they want to 100x tesla
People’s Bank of China Governor Pan Gongsheng defended his nation’s trade surplus, comments that come as exports continued to boom to start 2026 https://t.co/6XuViZyUBa
ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank @GregAbbott_TX and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory, https://t.co/kQ1r5pCgcn
I can't believe they released chgpt 5.4 xhigh lmao. Remember when they wouldn't release dalle 1 because of muh safety? Competition makes honest men out of all of us
Japan, political unease, Trump's Pearl Harbor remark, Foreign Minister Toshimitsu Motegi, Iran, Strait of Hormuz, unilateral negotiations, minesweeping, ceasefire
USD1 hit $2.6b market cap in 90 days. apex group managing $3.5t in assets just committed to $100b in tokenized fund settlement using USD1 for T+0 vs T+2 traditional rails. 87% sits in binance wallets as strategic reserve. 8% APR promotional yields end april 17. thats when you
gmtrade doing $23m daily volume in tokenized stock perpetuals with 1000x leverage available. 250+ US equities trading 24/7 on solana while NYSE is closed. thats 5.2x more trading hours than traditional markets. crypto natives dont want to own stocks. they want to 100x tesla
People’s Bank of China Governor Pan Gongsheng defended his nation’s trade surplus, comments that come as exports continued to boom to start 2026 https://t.co/6XuViZyUBa
ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank @GregAbbott_TX and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory,
Italians head to the polls this weekend in a referendum on judicial reform that has turned into a litmus test for the premiership of Giorgia Meloni https://t.co/UVpyPWxp0K
USD1 hit $2.6b market cap in 90 days. apex group managing $3.5t in assets just committed to $100b in tokenized fund settlement using USD1 for T+0 vs T+2 traditional rails. 87% sits in binance wallets as strategic reserve. 8% APR promotional yields end april 17. thats when you
South Korea’s President Lee Jae Myung has nominated Shin Hyun Song, head of the monetary and economic department at the Bank for International Settlements, as the new Bank of Korea governor, the Presidential Office said Sunday https://t.co/LvBxMTp0Zu
People’s Bank of China Governor Pan Gongsheng defended his nation’s trade surplus, comments that come as exports continued to boom to start 2026 https://t.co/6XuViZyUBa
bittensor subnet targoncompute hitting $10.4m ARR while trading at 3.6x revenue. traditional SaaS companies trade at 8-15x. 129 subnets now vs 70 pre-dTAO. lium selling A100 GPUs at $0.43/hour vs AWS at $1-2. the subnet economy is quietly building real infrastructure businesses
Iran on Sunday warned it will attack key infrastructure across the Middle East if President Donald Trump follows through on his threat to “obliterate“ Tehran’s power plants unless the Strait of Hormuz swiftly reopens https://t.co/ofQnG6uNnq
After decades chipping away at France's political taboo against the far right, Marine Le Pen’s nationalist party is leading in the polls ahead of next year’s presidential election https://t.co/nhUMhgySxr
South Korea, President Lee Jae Myung, Shin Hyun Song, Bank for International Settlements, Bank of Korea governor
这项提名标志着韩国央行领导层的重大变动，可能会影响其未来的货币政策方向和应对全球经济挑战的方法。
South Korea’s President Lee Jae Myung has nominated Shin Hyun Song, head of the monetary and economic department at the Bank for International Settlements, as the new Bank of Korea governor, the Presidential Office said Sunday
80+ people were injured, Iran’s attack, city of Arad, last night
这次袭击是中东地区持续紧张局势的直接体现，造成了严重的平民伤亡，可能加剧地区冲突。
80+ people were injured by Iran’s attack on the city of Arad last night. Watch Home Front Command Chief of Staff BG Elad Edri explain more from the impact site: https://t.co/Zh2M13KtMd
Iran warned, attack key infrastructure across the Middle East, President Donald Trump, threat to “obliterate“ Tehran’s power plants, Strait of Hormuz
这一威胁表明伊朗对美国施压的反击立场，可能导致地区冲突升级，并对全球能源供应产生重大影响。
Iran on Sunday warned it will attack key infrastructure across the Middle East if President Donald Trump follows through on his threat to “obliterate“ Tehran’s power plants unless the Strait of Hormuz swiftly reopens https://t.co/ofQnG6uNnq
effective closure of the Strait of Hormuz, US administration, major importers of oil, gas and fuels from the Persian Gulf
这一事件凸显了全球能源供应对关键航道的脆弱性，并促使主要国家寻求替代方案以保障能源安全。
The effective closure of the Strait of Hormuz is piling pressure on the US administration and on major importers of oil, gas and fuels from the Persian Gulf, prompting them to scramble for solutions.
ELIMINATED: Walid Muhammad Dib, senior official in Hamas’ financial array in Lebanon
此次行动旨在削弱哈马斯的资金流动网络及其在多个地区招募恐怖分子的能力，对该组织的运营构成打击。
🔴ELIMINATED: Walid Muhammad Dib, a senior official in Hamas’ financial array in Lebanon Dib operated under Hamas’ central financial ministry, transferring funds to depts. in Judea & Samaria, Lebanon and additional countries, as well as recruiting terror operatives from Syria
China’s biggest oil refiner saw net income slump 34% last year as faltering fuel demand and an over-saturated chemicals market sapped its margins. https://t.co/usxSpTyVw6
Tehran threatened to attack energy and desalinization infrastructure after Donald Trump gave Iran 48 hours to reopen the Strait of Hormuz or have its power plants bombed. https://t.co/OmFh0keM0F
ELIMINATED: Walid Muhammad Dib, a senior official in Hamas’ financial array in Lebanon
此行动旨在打击哈马斯的金融基础设施和招募能力，表明持续致力于扰乱该组织在多个国家的行动。
🔴ELIMINATED: Walid Muhammad Dib, a senior official in Hamas’ financial array in Lebanon Dib operated under Hamas’ central financial ministry, transferring funds to depts. in Judea & Samaria, Lebanon and additional countries, as well as recruiting terror operatives from Syria
bittensor subnet targoncompute hitting $10.4m ARR while trading at 3.6x revenue. 129 subnets now vs 70 pre-dTAO. lium selling A100 GPUs at $0.43/hour vs AWS at $1-2.
bittensor subnet targoncompute hitting $10.4m ARR while trading at 3.6x revenue. traditional SaaS companies trade at 8-15x. 129 subnets now vs 70 pre-dTAO. lium selling A100 GPUs at $0.43/hour vs AWS at $1-2. the subnet economy is quietly building real infrastructure businesses
I hear the emergency Cobra meeting to be attended by the Governor of Bank of England, Andrew Bailey - to discuss the government’s response to the economic shock caused by Trump’s war - will happen tomorrow. I assume the PM will be interrogated - on any new plans to protect
Amazon is investing $4 billion to push two-day delivery further across its network—and finding it takes a lot to get packages to the wilds of Montana within 48 hours
Iran, Kuh-E Barjamali Ballistic Missile Assembly Facility, short/medium-range ballistic missiles, photos March 1 & March 7, 2026.
伊朗新建弹道导弹及其设施扩张的卫星证据，表明其持续增强军事能力，可能加剧地区紧张局势的升级风险。
The Iranian regime built close, short, and medium-range ballistic missiles at the Kuh-E Barjamali Ballistic Missile Assembly Facility. The first photo shows what the location looked like on March 1, 2026. The photo dated March 7, 2026 is what the buildings look like now. Out of https://t.co/uS5IKMNbWq
🔴ELIMINATED: Walid Muhammad Dib, a senior official in Hamas’ financial array in Lebanon Dib operated under Hamas’ central financial ministry, transferring funds to depts. in Judea & Samaria, Lebanon and additional countries, as well as recruiting terror operatives from Syria
US President Trump, Iran, two-day deadline, reopen Strait of Hormuz, bomb power plants; Tehran threatened to attack energy and desalinization infrastructure.
US President Donald Trump gave Iran a two-day deadline to reopen the Strait of Hormuz or have its power plants bombed. Listen to that and the latest stories on Bloomberg News Now.
I hear the emergency Cobra meeting to be attended by the Governor of Bank of England, Andrew Bailey - to discuss the government’s response to the economic shock caused by Trump’s war - will happen tomorrow. I assume the PM will be interrogated - on any new plans to protect
Trump's war against Iran is upending his plans for US energy dominance, causing chaos in a region oil executives had hoped he would open up for foreign investment as shale production slows.
The UK should consider temporarily capping the profits of energy companies to protect consumers as prices spike in the wake of the Iran conflict, the government's cost of living czar said.
Elon Musk announced his plan to build a Terafab project the "largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof." Terafab will be built in Austin, Texas and will be jointly run by Tesla and SpaceX
The Iranian regime built close, short, and medium-range ballistic missiles at the Kuh-E Barjamali Ballistic Missile Assembly Facility. The first photo shows what the location looked like on March 1, 2026. The photo dated March 7, 2026 is what the buildings look like now.
🔴ELIMINATED: Walid Muhammad Dib, a senior official in Hamas’ financial array in Lebanon Dib operated under Hamas’ central financial ministry, transferring funds to depts. in Judea & Samaria, Lebanon and additional countries, as well as recruiting terror operatives from Syria
US President Donald Trump gave Iran a two-day deadline to reopen the Strait of Hormuz or have its power plants bombed. Listen to that and the latest stories on Bloomberg News Now.
solana x402 agent payments collapsed 90% since december. 6.8m weekly transactions down to 510k. meanwhile base processed 165m x402 transactions in 10 months. AWS just published enterprise reference implementations specifically for x402 on base. the agent payment rail war is
Jerome Powell: "If you look at total core inflation, it's about 3%. Some big chunk of that, around 1/2 or 3/4, is actually tariffs." https://t.co/clEvnpUGfj
Fertilizer prices 44% YoY, highest since September 2022, 1/3 global fertilizer supply Strait of Hormuz
化肥价格的显著上涨，加上关键贸易路线的潜在中断，预计将在未来几周或几个月内推动食品价格通胀走高。
Fertilizer prices have moved up to their highest levels since September 2022, rising 44% YoY. About a third of global fertilizer supply passes through the Strait of Hormuz. This will drive food price inflation higher in the coming weeks/months. Video: https://t.co/QXjtf3WkP5 https://t.co/CR3xj3pxCd
Gas prices in the US have moved up to $3.94/gallon, their highest level since August 2022. The 34% spike over the last month ($2.93/gallon to $3.94/gallon) is the biggest we've seen in the past 30 years. Video: https://t.co/q1uplmcPoe https://t.co/zo6ocgAa5e
I hear the emergency Cobra meeting to be attended by the Governor of Bank of England, Andrew Bailey - to discuss the government’s response to the economic shock caused by Trump’s war - will happen tomorrow. I assume the PM will be interrogated - on any new plans to protect
Terafab, largest chip manufacturing facility ever (1TW/year), Austin, Texas, Tesla and SpaceX
此项目预示着马斯克的公司将在半导体制造领域进行大规模投资，可能改变全球芯片供应链格局。
Elon Musk announced his plan to build a Terafab project the "largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof." Terafab will be built in Austin, Texas and will be jointly run by Tesla and SpaceX https://t.co/q4qIL4xcfm
Energy sector $XLE: +33% YTD Consumer Discretionary sector $XLY: -10% YTD Higher gas prices are expected to reduce discretionary spending. The more you spend at the pump, the less you have to spend elsewhere (travel, restaurants, clothing, etc.). Video: https://t.co/q1uplmcPoe https://t.co/X1IOZUYcZN
Democrats in Congress are intentionally inflicting this pain on American travelers and federal workers by keeping the Department of Homeland Security shutdown. It’s awful and indefensible. [QT @JarrettRenshaw: 6 am at Philly airport...security line back to the hotel Marriott... I have never seen a line this long in Philly. https://t.co/Rc0C32dTQc]
Lebanon is suffering the deadliest spillover of the US-Israeli war on Iran. Israeli warplanes pounded Beirut, hitting apartments and downing entire buildings https://t.co/q5IP9C4C63
Solana x402 agent payments collapsed 90%, 6.8m weekly to 510k; Base processed 165m x402 transactions in 10 months; AWS enterprise reference implementations for x402 on Base
solana x402 agent payments collapsed 90% since december. 6.8m weekly transactions down to 510k. meanwhile base processed 165m x402 transactions in 10 months. AWS just published enterprise reference implementations specifically for x402 on base. the agent payment rail war is
Jerome Powell: "If you look at total core inflation, it's about 3%. Some big chunk of that, around 1/2 or 3/4, is actually tariffs." https://t.co/clEvnpUGfj
Fertilizer prices have moved up to their highest levels since September 2022, rising 44% YoY. About a third of global fertilizer supply passes through the Strait of Hormuz. This will drive food price inflation higher in the coming weeks/months. Video: https://t.co/QXjtf3WkP5 https://t.co/CR3xj3pxCd
Gas prices in the US have moved up to $3.94/gallon, their highest level since August 2022. The 34% spike over the last month ($2.93/gallon to $3.94/gallon) is the biggest we've seen in the past 30 years. Video: https://t.co/q1uplmcPoe https://t.co/zo6ocgAa5e
Elon Musk announced his plan to build a Terafab project the "largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof." Terafab will be built in Austin, Texas and will be jointly run by Tesla and SpaceX https://t.co/q4qIL4xcfm
Energy sector $XLE: +33% YTD Consumer Discretionary sector $XLY: -10% YTD Higher gas prices are expected to reduce discretionary spending. The more you spend at the pump, the less you have to spend elsewhere (travel, restaurants, clothing, etc.). Video: https://t.co/q1uplmcPoe https://t.co/X1IOZUYcZN
🔴ELIMINATED: Abu Khalil Barji, Commander of the Special Forces in Hezbollah’s Radwan Force, along with 2 other terrorists in the area of Majdal Selm in southern Lebanon. Barji served for years as a commander in the Radwan Force and recently commanded its special forces, which
Iran’s strikes on Israel appear to be intensifying as the conflict in the Middle East enters its fourth week, leaving dozens of people injured and causing damage and disruption across the country. https://t.co/3WCKZei1t1
Democrats in Congress are intentionally inflicting this pain on American travelers and federal workers by keeping the Department of Homeland Security shutdown. It’s awful and indefensible. [QT @JarrettRenshaw: 6 am at Philly airport...security line back to the hotel Marriott... I have never seen a line this long in Philly. https://t.co/Rc0C32dTQc]
Ship traffic through the Strait of Hormuz remains disrupted, with only a handful of Iran-linked vessels transiting the chokepoint as it enters a fourth week of effective closure https://t.co/K18vdW1IUt
Solana x402 agent payments collapsed 90%, 6.8m weekly transactions down to 510k, Base processed 165m x402 transactions in 10 months, AWS published enterprise reference implementations specifically for x402 on base
solana x402 agent payments collapsed 90% since december. 6.8m weekly transactions down to 510k. meanwhile base processed 165m x402 transactions in 10 months. AWS just published enterprise reference implementations specifically for x402 on base. the agent payment rail war is
Jerome Powell: "If you look at total core inflation, it's about 3%. Some big chunk of that, around 1/2 or 3/4, is actually tariffs." https://t.co/clEvnpUGfj
Fertilizer prices have moved up to their highest levels since September 2022, rising 44% YoY. About a third of global fertilizer supply passes through the Strait of Hormuz. This will drive food price inflation higher in the coming weeks/months. Video: https://t.co/QXjtf3WkP5 https://t.co/CR3xj3pxCd
Gas prices in the US, $3.94/gallon, highest level since August 2022, 34% spike over the last month, biggest...in the past 30 years, Gas prices in California, $5.76/gallon, 46% higher than US national average
汽油价格的显著上涨将直接影响美国消费者的可支配支出，预计会减少非必需品消费，并可能加剧通胀压力。
Gas prices in the US have moved up to $3.94/gallon, their highest level since August 2022. The 34% spike over the last month ($2.93/gallon to $3.94/gallon) is the biggest we've seen in the past 30 years. Video: https://t.co/q1uplmcPoe https://t.co/zo6ocgAa5e
Elon Musk unveiled TERAFAB, joint SpaceX/Tesla project, Austin, Texas, largest chip manufacturing facility ever (1TW/year), 80% for space and 20% for Earth
Elon Musk announced his plan to build a Terafab project the "largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof." Terafab will be built in Austin, Texas and will be jointly run by Tesla and SpaceX https://t.co/q4qIL4xcfm
Energy sector $XLE: +33% YTD Consumer Discretionary sector $XLY: -10% YTD Higher gas prices are expected to reduce discretionary spending. The more you spend at the pump, the less you have to spend elsewhere (travel, restaurants, clothing, etc.). Video: https://t.co/q1uplmcPoe https://t.co/X1IOZUYcZN
Iran responds, President Trump's threat, "obliterate" Iranian power plants, Strait of Hormuz, "within 48 hours", "completely close", "hit “vital” infrastructure", "open to all but ‘enemy-linked’ ships"
这一直接的威胁升级了美伊之间的紧张局势，霍尔木兹海峡的潜在关闭对全球能源供应构成重大风险。
BREAKING: Iran responds to President Trump's threat to "obliterate" Iranian power plants if the Strait of Hormuz is not opened "within 48 hours." Iran's response: 1. Iran will "completely close" the Strait of Hormuz 2. Iran will hit “vital” infrastructure in the Middle East
IAF STRIKES IN TEHRAN CONTINUE, military base, weapons production and storage facility, Israeli warplanes pounded Beirut, deadliest spillover of the US-Israeli war on Iran
这些袭击表明冲突正在升级并蔓延至更广泛的地区，对地区稳定和人道局势造成严重影响。
Lebanon is suffering the deadliest spillover of the US-Israeli war on Iran. Israeli warplanes pounded Beirut, hitting apartments and downing entire buildings https://t.co/q5IP9C4C63
FALSE: Rumors claim the Iranian regime recently shot down a U.S. F-15 over Iran, TRUE: U.S. forces have flown more than 8,000 combat flights during Operation Epic Fury. No U.S. fighter aircraft have been shot down by Iran.
此声明旨在澄清关于美军在与伊朗冲突中损失战机的虚假信息，维持军事行动的透明度。
🚫 FALSE: Rumors claim the Iranian regime recently shot down a U.S. F-15 over Iran. ✅ TRUE: U.S. forces have flown more than 8,000 combat flights during Operation Epic Fury. No U.S. fighter aircraft have been shot down by Iran. https://t.co/GzwyY2WtkC
Department of Homeland Security shutdown, Philly airport, security line back to the hotel Marriott
此次政府部门停摆对公共服务和国民出行造成了直接的负面影响，凸显了政治僵局的实际代价。
Democrats in Congress are intentionally inflicting this pain on American travelers and federal workers by keeping the Department of Homeland Security shutdown. It’s awful and indefensible. [QT @JarrettRenshaw: 6 am at Philly airport...security line back to the hotel Marriott... I have never seen a line this long in Philly. https://t.co/Rc0C32dTQc]
U.S. reportedly sent Iran conditions peace, through Egypt, Qatar, & the U.K., Polymarket: 60% chance that the US will have troops on the ground in Iran by the end of April, >$22 million wagered, Treasury Secretary Scott Bessent said US-Israeli attacks on Iran are aimed at destroying its fortifications along the Strait of Hormuz, "先升级，才能降温"
Fannie Mae and Freddie Mac have begun placing sizable orders to buy mortgage-backed securities, stepping into a market roiled by widening bond spreads and a surge in volatility.
Dec oil meets futures, YoY inflation roughly 40%, Headline CPI direct roughly 2.8% boost
这表明原油价格的急剧上涨将对消费者物价指数产生显著的通胀影响，直接传导至整体经济。
If Dec oil meets futures. The YoY inflation of oil will be roughly 40%. Pick your inflation basket weighting and any feed through to core . Headline CPI direct is roughly 7%. Others are lower. But 7*40%=2.8% inflation boost yoy
AAII survey, 52.0% bearish, week ending March 19th, highest since May 2025, +23 percentage points rise
这表明个人投资者情绪已转向极度看跌，可能预示着市场底部或未来进一步的市场波动。
Investor sentiment has shifted to extreme bearishness: 52.0% of individual investors expressed bearish sentiment over the next 6 months in the AAII survey for the week ending March 19th, the highest since May 2025. The bearish sentiment has risen +23 percentage points since
Iran will 'completely close' Strait of Hormuz, hit 'vital' infrastructure; US-Israeli attacks target Strait of Hormuz fortifications; 'escalate first, then de-escalate'; Hormuz open to all but 'enemy-linked' ships; 'two-week deadline' for Trump
BREAKING: Iran responds to President Trump's threat to "obliterate" Iranian power plants if the Strait of Hormuz is not opened "within 48 hours." Iran's response: 1. Iran will "completely close" the Strait of Hormuz 2. Iran will hit “vital” infrastructure in the Middle East
IAF STRIKES IN TEHRAN CONTINUE, military base, missile systems, weapons production and storage facility
这表明以色列正在对伊朗实施持续的军事打击，重点针对其关键的国防基础设施，加剧了地区冲突的紧张程度。
✈️🎯IAF STRIKES IN TEHRAN CONTINUE A wide-scale wave of strikes on security bodies targeted: • A military base used for training soldiers and storing missile systems intended to target aircrafts • A weapons production and storage facility of the Ministry of Defense • A https://t.co/kBeQmTLhx9
FALSE: US F-15 shot down, TRUE: No U.S. fighter aircraft shot down, 8,000+ combat flights, Operation Epic Fury
此举澄清了有关军事冲突的虚假信息，并提供了美国在中东地区持续空中行动的背景信息，以正视听。
🚫 FALSE: Rumors claim the Iranian regime recently shot down a U.S. F-15 over Iran. ✅ TRUE: U.S. forces have flown more than 8,000 combat flights during Operation Epic Fury. No U.S. fighter aircraft have been shot down by Iran. https://t.co/GzwyY2WktC
US Supreme Court, election deadlines, 29 states, President Donald Trump’s campaign, mail-in ballots
这一法律进展对美国选举程序构成重大挑战，可能影响多个州的投票流程和选举结果。
The US Supreme Court will consider upending key election deadlines in as many as 29 states with a case that draws the justices into President Donald Trump’s campaign against mail-in ballots
Investor sentiment has shifted to extreme bearishness: 52.0% of individual investors expressed bearish sentiment over the next 6 months in the AAII survey for the week ending March 19th, the highest since May 2025. The bearish sentiment has risen +23 percentage points since https://t.co/jZZGT7ibwe
Fannie Mae and Freddie Mac have begun placing sizable orders to buy mortgage-backed securities, stepping into a market roiled by widening bond spreads and a surge in volatility. https://t.co/Top0C54gvx
Dec oil meets futures, YoY inflation of oil roughly 40%, 2.8% inflation boost yoy
强调了油价对通胀的显著影响，预示未来几个月消费者价格可能面临上涨压力，对宏观经济政策构成挑战。
Funny math. If Dec oil meets futures. The YoY inflation of oil will be roughly 40%. Pick your inflation basket weighting and any feed through to core . Headline CPI direct is roughly 7%. Others are lower. But 7*40%=2.8% inflation boost yoy
Claude full access to options, equities, and prediction markets, Unusual Whales MCP Server, live, structured market data
这标志着AI在金融市场分析和交易领域迈出重要一步，有望催生更智能的交易机器人和数据可视化工具。
BREAKING: We’ve given Claude full access to options, equities, and prediction markets. The Unusual Whales MCP Server connects any AI to give live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want. What are you building https://t.co/u2NDcy0rfG
Protected Spaces with Public URLs, Hugging Face, private on Hugging Face, publicly accessible URL
该功能为AI模型开发者提供了更大的部署灵活性和安全性，有助于促进AI模型的商业应用和内部协作。
Protected Spaces with Public URLs now available on Hugging Face You can now set your Spaces to protected, making them private on Hugging Face while still keeping their URL publicly accessible This is useful for deploying production-ready demos or internal tools without exposing https://t.co/xKlIKOlxnV
“M2.7 Open Weights”模型预计在大约两周内发布，其新版本在OpenClaw上的性能表现显著提升。
M2.7 open weights, ~2 weeks, noticeably better on OpenClaw
预示着AI模型技术在特定基准测试上取得新的进展，可能为开发者和研究人员带来更强大的工具。
time to follow: https://t.co/wPHHa7hIsw https://t.co/D1W3XgB5Am [QT @SkylerMiao7: M2.7 open weights coming in ~2 weeks. still actively iterating just updated a new version on yesterday — noticeably better on OpenClaw.]
BREAKING: Iran responds to President Trump's threat to "obliterate" Iranian power plants if the Strait of Hormuz is not opened "within 48 hours." Iran's response: 1. Iran will "completely close" the Strait of Hormuz 2. Iran will hit “vital” infrastructure in the Middle East
As I said earlier this week, it’s common sense for President Trump to call on our NATO allies to step up and do more to help secure the Strait or Hormuz. Now we’re already starting to see them answer the President’s call. ⬇️ https://t.co/Zo1PpC2xdQ [QT @RapidResponse47: .@SecGenNATO Mark Rutte applauds @POTUS' leadership on the world stage, says we're "coming together to make sure that we can be able to secure the Strait of Hormuz." https://t.co/AE0ibJMFS6]
FALSE: Rumors claim the Iranian regime recently shot down a U.S. F-15, TRUE: U.S. forces have flown more than 8,000 combat flights during Operation Epic Fury. No U.S. fighter aircraft have been shot down by Iran.
澄清了在当前紧张局势下的军事事实，有效反驳了假消息，有助于稳定地区局势和公众认知。
🚫 FALSE: Rumors claim the Iranian regime recently shot down a U.S. F-15 over Iran. ✅ TRUE: U.S. forces have flown more than 8,000 combat flights during Operation Epic Fury. No U.S. fighter aircraft have been shot down by Iran. https://t.co/GzwyY2WktC
“For the US – unfortunately – we don’t have good options. Only bad options.” That’s what @citrinowicz, who served as head of the Iran branch of Israel’s military intelligence, told me as we discussed Donald Trump’s threats to step up US attacks on Iran. Part 1 of our https://t.co/ntEELAt7d8
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/FM3nm2BZpM
BREAKING: We’ve given Claude full access to options, equities, and prediction markets. The Unusual Whales MCP Server connects any AI to give live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want.
Asia's push for social media age limits is a welcome break from the fantasy that Big Tech can self-regulate, writes @cathythorbecke. But they dodge a harder fight (via @opinion) https://t.co/w2WpkTKux7
Trump yesterday begins: If Iran doesn't FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 hours from this exact point in time ... ---- The "exact point in time" he posted this was 7:44 PM ET, Sat March 21. So, does the bombing begin at 7:45 PM ET Monday, March 23???
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/FM3nm2BZpM
I have a friend in Cuba and what they just reported should end careers in Washington. Every single patient on a ventilator in their hospital died tonight. The power went out. The ventilators stopped. This isn't a rare incident anymore. Cuba's grid has collapsed 3 times THIS https://t.co/KyiRlKoQjC
🚫 FALSE: Rumors claim the Iranian regime recently shot down a U.S. F-15 over Iran. ✅ TRUE: U.S. forces have flown more than 8,000 combat flights during Operation Epic Fury. No U.S. fighter aircraft have been shot down by Iran. https://t.co/GzwyY2WktC
Nevada won a temporary restraining order to prevent prediction-market platform Kalshi from offering event-based contracts related to sports, elections and entertainment https://t.co/qOgxhxxUbh
Energy stocks are experiencing a historic run: The S&P 500 Energy Index has reached 20 all-time highs so far in 2026, the most in a single year since 2013. By comparison, the longest streak over the last 36 years was 41 all-time highs in 2007. To put this into perspective, https://t.co/Yd5ZlJbAqB
U.S. forces continue to eliminate the Iranian regime’s one-way attack drone capabilities, which they’ve used to indiscriminately target civilians throughout the region. https://t.co/AbdLMmtoei
Iran's Speaker of the Parliament Ghalibaf, US Treasury bonds, 'soaked in Iranians' blood', IRGC, Trump, Iran's energy facilities, Strait of Hormuz, completely closed, energy facilities in nations hosting US bases
⚠ BREAKING: Iran's Parliament Speaker Ghalibaf: US treasury bonds are soaked in Iranians' blood. Purchase them, and you purchase a strike on your HQ and assets.
Trump, 48-hour ultimatum, Iran, Strait of Hormuz, 7:44 PM ET, Sat March 21, Israel, wide-scale attacks, Iran’s energy facilities, Israeli Public Broadcasting Corporation
Trump yesterday begins: If Iran doesn't FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 hours from this exact point in time ... ---- The "exact point in time" he posted this was 7:44 PM ET, Sat March 21. So, does the bombing begin at 7:45 PM ET Monday, March 23??? https://t.co/DGcPe7ErSk
Nevada won a temporary restraining order to prevent prediction-market platform Kalshi from offering event-based contracts related to sports, elections and entertainment https://t.co/qOgxhxxUbh
new research: cheaply detecting changes in LLM APIs (ICLR 2026), Claude full access to options, equities, and prediction markets, ChatGPT-5.4 Pro, 1.5% of all humans
hyperliquid HIP-4 prediction markets on testnet with mainnet imminent. the real alpha: unified margin with perpetuals. your $10m perp position becomes collateral for prediction market bets. polymarket requires fresh capital. HIP-4 lets you bet on iran outcomes using your BTC long
Energy stocks are experiencing a historic run: The S&P 500 Energy Index has reached 20 all-time highs so far in 2026, the most in a single year since 2013. By comparison, the longest streak over the last 36 years was 41 all-time highs in 2007. To put this into perspective, https://t.co/Yd5ZlJbAqB
50 days of higher prices for 50 years of no Iran nukes, demolished Iran’s capability for aggression, destroy all fortifications along the Strait of Hormuz, eliminate one-way attack drone capabilities
America is firmly in control of the Iran conflict, and we have demolished Iran’s capability for aggression. @POTUS, @SecWar, and General Caine are spearheading our campaign to destroy all fortifications along the Strait of Hormuz. https://t.co/jH6cLqh1vo
Trump 48-hour ultimatum, Strait of Hormuz, total decimation of Iran, IRGC threat to close Strait of Hormuz, energy facilities in nations that host US bases will be lawful targets, Iran Parliament Speaker warns against purchasing US Treasury bonds
⚠ BREAKING: Iran's Parliament Speaker Ghalibaf: US treasury bonds are soaked in Iranians' blood. Purchase them, and you purchase a strike on your HQ and assets. [QT @financialjuice: 🔴 Iran's Parliament Speaker Ghalibaf: Alongside military bases, those financial entities that finance the US military budget are legitimate targets.]
ground operation to seize Iran’s Kharg Island, Senator Lindsey Graham, Iwo Jima, no longer enthusiastic about a Kurdish rebellion in Iran, hardliners will remain in power in Iran, Netanyahu relied on Mossad's optimism
US officials to counterparts: US may have no alternative but to launch a ground operation to seize Iran’s Kharg Island - two sources cited by Jerusalem Post. https://t.co/jH6cLqh1vo
Israel launched extensive airstrikes in Lebanon, displacing more than a million people, Hezbollah, anti-tank missile post and weapons in southern Lebanon, Lebanon's president Aoun, prelude to ground invasion, Israeli targeting of Litani River bridges, weeks more of fighting, intercepted over 90% of incoming missiles but air defenses are not fully effective
Israel has launched extensive airstrikes in Lebanon, displacing more than a million people in a campaign targeting the Iran-backed militia group Hezbollah. I spoke with Lebanese @FT journalist @KimGhattas about the impact of this conflict on the ground. https://t.co/WTyPWJO6WF
Iran War Fund is supplemental, no taxes to rise, Trump admin asking for $200B more to fund the war in Iran, Federal immigration agents ordered to US airports, budget impasse, Markwayne Mullin DHS Secretary, EU's Kallas spoke with Iran's foreign minister, Mexico and US technical talks on NAFTA review, Canada absent, Venezuelan illegal alien, Sheridan Gorman murder, caught & released by Biden administration in May 2023
Released into our country under Biden. Arrested in Chicago, but released again. How many American girls need to be abused and killed before far-left lunatics choose them over random foreign men here illegally. [QT @BillMelugin_: BREAKING: DHS confirms that the suspect in custody for murdering Loyola University student Sheridan Gorman in Chicago is a Venezuelan illegal alien who was caught & released at the border by the Biden administration in May 2023. DHS says he was also released from local custody https://t.co/tIo3iSualm]
hyperliquid HIP-4 prediction markets on testnet with mainnet imminent. the real alpha: unified margin with perpetuals. your $10m perp position becomes collateral for prediction market bets. polymarket requires fresh capital. HIP-4 lets you bet on iran outcomes using your BTC long
US housing market demand is collapsing: US new home sales fell -17.6% MoM in January, to 587,000 units, the lowest since 2022. This marks the largest monthly drop since July 2013, far worse than the -2.7% expected. YoY, sales fell -11.3%, the worst annual decline in 3 years. https://t.co/P83RHFPur4
The U.S. economy was supposed to start the year with a bang, fueled by an unusually large jump in tax refunds from President Donald Trump's tax cut legislation. Yet spiking gas prices are on track to eat up those refunds, leaving most Americans with little extra to spend.
I feel my main velocity limitation lately isn't token speed anymore, it's compute. Running tests in parallel is taxing; can't wait for better cloud worker integration.
BYD just unveiled an electric car that can charge from 10 to 70 percent in five minutes, and all the way in nine More proof that EVs are going to dominate the future, just a question of how long it takes — and who will build them Via @WIRED https://t.co/Ct5KRaNCAc
BREAKING: US stock market futures fall at the open as markets react to President Trump's "48 hour deadline" for Iran to open the Strait of Hormuz: 1. S&P 500: -0.7% 2. Nasdaq 100: -0.7% 3. Dow Jones: -0.6% 4. WTI Crude: +2.0% 5. Brent: +1.5% 6. Gold: -2.5% President Trump's
Claro Telecom will buy a majority stake in telecom company Desktop or an enterprise value of 4 billion reais ($750 million), the companies announced Sunday. https://t.co/ckbcoM1ifA
US forces eliminate Iranian drone capabilities; Trump's 48-hour deadline for Strait of Hormuz; threat of 'total decimation of Iran'; Iran threatens to 'completely close' Strait; US considering ground operation on Kharg Island; war enters fourth week; $200B more to fund war
America is firmly in control of the Iran conflict, and we have demolished Iran’s capability for aggression. @POTUS, @SecWar, and General Caine are spearheading our campaign to destroy all fortifications along the Strait of Hormuz. https://t.co/jH6cLqh1vo
Netanyahu relied on Mossad's optimism; US officials “no longer enthusiastic” about Kurdish rebellion; intelligence suggests hardliners will remain in power; Israel launched extensive airstrikes in Lebanon, displacing over a million; intercepted over 90% of incoming missiles
New York Times, citing officials: Netanyahu relied on Mossad's optimism about an uprising in Iran to convince Trump that regime change was a realistic possibility.
Mexican Economy Secretary Marcelo Ebrard said he’s encouraged by the start of technical talks with the US to review the North American free trade agreement, even as Canada remains absent from the early negotiations. https://t.co/Mcnii9u3j0
BREAKING: Bitcoin extends losses and falls below $68,000 as President Trump’s deadline for Iran to open the Strait of Hormuz is now 26 hours away. https://t.co/yPgEabJQvL
Hyperliquid HIP-4 prediction markets; unified margin with perpetuals; BTC long as collateral; JPMD 4-5% interest vs USDC 0%; GENIUS Act; JPMorgan fractional reserves; Circle 100% collateralization; Nevada temporary restraining order against Kalshi
JPMD on base pays 4-5% interest to corporate treasuries. USDC pays 0%. GENIUS Act lets JPMorgan run fractional reserves on deposit tokens while forcing Circle into 100% collateralization. same chain, completely different regulatory treatment. circle's entire institutional pitch
new home sales fell -17.6% MoM in January, to 587,000 units, lowest since 2022, largest monthly drop since July 2013, YoY sales fell -11.3%, worst annual decline in 3 years
US housing market demand is collapsing: US new home sales fell -17.6% MoM in January, to 587,000 units, the lowest since 2022. This marks the largest monthly drop since July 2013, far worse than the -2.7% expected. YoY, sales fell -11.3%, the worst annual decline in 3 years. https://t.co/P83bRHPur4
BREAKING: US oil prices surge above $100/barrel at the open as President Trump's "deadline" for Iran to open the Strait of Hormuz is now 25 hours away. https://t.co/ML0Z9g6jED
New Zealand bond yields rose to the highest in about a year after the country’s AA+ credit rating outlook was cut to negative by Fitch Ratings. https://t.co/5XTs99MX9a
The U.S. economy was supposed to start the year with a bang, fueled by an unusually large jump in tax refunds from President Donald Trump's tax cut legislation. Yet spiking gas prices are on track to eat up those refunds, leaving most Americans with little extra to spend.
BREAKING: US stock market futures fall at the open as markets react to President Trump's "48 hour deadline" for Iran to open the Strait of Hormuz: 1. S&P 500: -0.7% 2. Nasdaq 100: -0.7% 3. Dow Jones: -0.6% 4. WTI Crude: +2.0% 5. Brent: +1.5% 6. Gold: -2.5% President Trump's
BREAKING: US stock market futures fall at the open as markets react to President Trump's "48 hour deadline" for Iran to open the Strait of Hormuz: 1. S&P 500: -0.7% 2. Nasdaq 100: -0.7% 3. Dow Jones: -0.6% 4. WTI Crude: +2.0% 5. Brent: +1.5% 6. Gold: -2.5% President Trump's
America is firmly in control of the Iran conflict, and we have demolished Iran’s capability for aggression. @POTUS, @SecWar, and General Caine are spearheading our campaign to destroy all fortifications along the Strait of Hormuz. https://t.co/jH6cLqh1vo
BREAKING: Bitcoin extends losses and falls below $68,000 as President Trump’s deadline for Iran to open the Strait of Hormuz is now 26 hours away. https://t.co/yPgEabJQvL
no longer enthusiastic” about a Kurdish rebellion, hardliners will remain in power, launch a ground operation to seize Iran’s Kharg Island, wide-scale attacks on Iran’s energy facilities
US officials to counterparts: US may have no alternative but to launch a ground operation to seize Iran’s Kharg Island - two sources cited by Jerusalem Post.
Saudi Aramco CEO Amin Nasser has withdrawn from a major energy conference in Houston as the situation in the Middle East threatens to escalate further https://t.co/UfRX6NBqjz
BREAKING: Bitcoin extends losses and falls below $68,000 as President Trump’s deadline for Iran to open the Strait of Hormuz is now 26 hours away. https://t.co/yPgEabJQvL
Biden: In my last year as president, we created 2.2 million additional jobs. Do you know how many jobs Trump has created his first year as president? 185,000 total, that is it. https://t.co/lUsvkaZXsY
CEO Dario Amodei of Anthropic has said that AI is important to military defense, but there must be safeguards against use for mass surveillance and fully autonomous weapons. https://t.co/r1zSZ0jmJT
gpt-5.4 for frontend: [QT @sherwinwu: If you put in the thought and intentionality required for it, you actually get pretty great frontends from GPT-5.4! Check out some best practices here: https://t.co/mv7vKWfLUM]
The race to the moon was one of the greatest displays of American innovation. Nearly 60 years since NASA sent the first humans to ever land on the lunar surface, the U.S. is going back. The space agency is launching a series of increasingly difficult return missions, known https://t.co/3C7YX0MwZ4
Dow Jones, momentum has fallen off a cliff, CCI has just dipped below 100
技术指标的恶化预示着道琼斯指数可能面临进一步的下行压力，投资者应关注市场情绪和趋势的潜在转变。
They laughed They mocked They wept. https://t.co/KUMmvBSVyu [QT @great_martis: **DOW JONES** ✨ Ladies and gentlemen, royals, dignitaries, my respected followers and subscribers… We are at a critical juncture on the Dow Jones. Momentum has fallen off a cliff, while the CCI has just dipped below 100 ....one of my favourite weekly indicators screaming https://t.co/JOJarHcLHi]
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/D12YJL83zw
Except everyone finally trading Tradfi [QT @HyperliquidNews: The number of active Perp traders has reached an all-time high of 217,786. The previous all-time high was on November 5, 2025. https://t.co/4x2m5sovhS]
CEO Dario Amodei of Anthropic has said that AI is important to military defense, but there must be safeguards against use for mass surveillance and fully autonomous weapons. https://t.co/r1zSZ0jmJT
I have come to the same conclusion. You can outsource your thinking but you cannot outsource your understanding [QT @francoisfleuret: It may change, but there is no way you can do great stuff with AI assistant in programming if you are not yourself a seasoned programmer.]
Volkswagen AG’s chief executive officer said the restructuring process underway at Europe’s largest automaker will continue even as its order backlog rises, according to Bild am Sonntag https://t.co/XxsFOOaD8y
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/D12YJL83zw
WTI and Brent (oil) just pumped over 2% on Hyperliquid after President Trump said the US will “obliterate” Iran’s power plants if it doesn’t open the Strait of Hormuz within 48 hours. https://t.co/P29CS6JdcC https://t.co/qQhvVPQFlR https://t.co/iOFZlPPjkx
This was supposed to be the year for international stocks; but the Iran war has undermined those dynamics, and U.S. markets are on top once again https://t.co/DJWK4W2EXV
CEO Dario Amodei of Anthropic has said that AI is important to military defense, but there must be safeguards against use for mass surveillance and fully autonomous weapons. https://t.co/r1zSZ0jmJT
Volkswagen AG’s chief executive officer said the restructuring process underway at Europe’s largest automaker will continue even as its order backlog rises, according to Bild am Sonntag https://t.co/XxsFOOaD8y
Except everyone finally trading Tradfi [QT @HyperliquidNews: The number of active Perp traders has reached an all-time high of 217,786. The previous all-time high was on November 5, 2025. https://t.co/4x2m5sovhS]
Weekend futures, +300 to -200, Trump's Iran threat
地缘政治不确定性导致市场情绪急剧转变，交易员正为周一开市可能出现的剧烈波动做准备。
Weekend futures went from +300 to -200 on the news. Volatility looks set to expand exponentially. https://t.co/XDxEP1yuzR [QT @KobeissiLetter: BREAKING: President Trump says the US will "obliterate" Iran's power plants if Iran does not open the Strait of Hormuz within 48 hours. https://t.co/JabM2k68zO]
This is what I’ve been open sourcing with gstack. This is my CLI toolset. There are many like it but this one is mine. [QT @doodlestein: It's also so powerful to take learnings from agent sessions where your custom CLI tools are used by agents and then feed them back into the skills the agents use to help them operate those tools. This is sort of "in-context recursive self-improvement" if you will, cyborg style: https://t.co/2auFrjre8I]
I have come to the same conclusion. You can outsource your thinking but you cannot outsource your understanding [QT @francoisfleuret: It may change, but there is no way you can do great stuff with AI assistant in programming if you are not yourself a seasoned programmer.]
This was supposed to be the year for international stocks; but the Iran war has undermined those dynamics, and U.S. markets are on top once again https://t.co/DJWK4W2EXV
Except everyone finally trading Tradfi [QT @HyperliquidNews: The number of active Perp traders has reached an all-time high of 217,786. The previous all-time high was on November 5, 2025. https://t.co/4x2m5sovhS]
Cuba’s electricity grid suffered another blackout on Saturday, the second major hit to its energy system this week, amid the US administration fuel embargo and pressure on the Havana government https://t.co/CgLOnbG4Gl
Charles Schwab, financial education, nine common missteps, savings, financial security
这些见解旨在帮助个人避免常见的理财陷阱，提升财务健康。
Charles Schwab’s financial education arm identifies nine common missteps that quietly erode your savings and long-term financial security. https://t.co/tPQaLToIms
This is what I’ve been open sourcing with gstack. This is my CLI toolset. There are many like it but this one is mine. [QT @doodlestein: It's also so powerful to take learnings from agent sessions where your custom CLI tools are used by agents and then feed them back into the skills the agents use to help them operate those tools. This is sort of "in-context recursive self-improvement" if you will, cyborg style: https://t.co/2auFrjre8I]
Ironic. I'm using codex extra high to set up auto research instead of doing it myself. All from my phone, in bed, while I listen to all I wanted by Paramore
I agree with Bill Ackman/Pershing Square. @BillAckman. This is an important read for all interested in Fannie Mae and Freddie Mac. Treating shareholders fairly here is about much, much more than these two companies. “Accounting for the repayment of the SPS has other important [QT @BillAckman: A number of press reports have characterized our and other shareholders’ efforts on behalf of Fannie and Freddie (F2) as seeking a ‘gift’ or ‘handout’ from the government. We, the shareholders of F2, seek no such thing. Hundreds of financial institutions were bailed out during]
Cuba, electricity blackout, Saturday, second this week, U.S. fuel embargo
停电事件凸显了美国燃料禁运对古巴能源系统和民众生活造成的严重影响，加剧了其经济和社会困境。
Cuba’s electricity grid suffered another blackout on Saturday, the second major hit to its energy system this week, amid the US administration fuel embargo and pressure on the Havana government https://t.co/v4A9IHqav0
Dubai was long seen as a safe haven in an uncertain part of the world. But the Iran war has put that model to the test https://t.co/y10wbBYclt https://t.co/8jlVhmdwcZ
I agree with Bill Ackman/Pershing Square. @BillAckman. This is an important read for all interested in Fannie Mae and Freddie Mac. Treating shareholders fairly here is about much, much more than these two companies. “Accounting for the repayment of the SPS has other important [QT @BillAckman: A number of press reports have characterized our and other shareholders’ efforts on behalf of Fannie and Freddie (F2) as seeking a ‘gift’ or ‘handout’ from the government. We, the shareholders of F2, seek no such thing. Hundreds of financial institutions were bailed out during]
The 38-year-old mattress retail chain will liquidate and close its 45 stores after a judge ordered its Chapter 11 case converted to Chapter 7. https://t.co/HzxXlfKMB9
Japan’s Foreign Minister Toshimitsu Motegi said the nation isn’t considering unilateral negotiations with Iran to secure passage for its vessels through the Strait of Hormuz, following a report that Tehran is prepared to grant the access https://t.co/v4A9IHapv0
Cuba, electricity grid blackout, Saturday, US fuel embargo
持续的停电事件凸显了古巴能源系统的脆弱性，并可能进一步加剧美国制裁造成的人道主义和经济压力。
Cuba’s electricity grid suffered another blackout on Saturday, the second major hit to its energy system this week, amid the US administration fuel embargo and pressure on the Havana government https://t.co/a8hYts5TFS
A number of press reports have characterized our and other shareholders’ efforts on behalf of Fannie and Freddie (F2) as seeking a ‘gift’ or ‘handout’ from the government. We, the shareholders of F2, seek no such thing. Hundreds of financial institutions were bailed out during
The 38-year-old mattress retail chain will liquidate and close its 45 stores after a judge ordered its Chapter 11 case converted to Chapter 7. https://t.co/HzxXlfKMB9
Italians head to the polls this weekend in a referendum on judicial reform that has turned into a litmus test for the premiership of Giorgia Meloni https://t.co/UVpyPWxp0K
A number of press reports have characterized our and other shareholders’ efforts on behalf of Fannie and Freddie (F2) as seeking a ‘gift’ or ‘handout’ from the government. We, the shareholders of F2, seek no such thing.
In one of the planet’s most unstable regions, China is drilling a boundary-pushing hydropower project—an engineering gamble that may have consequences for its neighbors https://t.co/zPOuFQenj9 https://t.co/DlNAaUceWf
signing to all chat apps on beeper and connect to your ai of choice now you can ask "hey list all my todos in all chats on all platforms, and add to calendar for ppl i planned to hang out with" and codex 5.4 can finally perfectly copy your way of speaking from a few examples
“The models have improved tremendously, and if you give them an agentic task, they will just go for hours and move mountains for you. Then you ask for a joke and it has a stupid joke, a crappy joke from five years ago. And it's because it's outside of the RL, it's outside of the
British retailers are pushing the government to quickly end a tax loophole that has helped online giants Shein and Temu make significant inroads and gain market share. https://t.co/72E32H4i5q
Five Below, stock surged, earnings, customer engagement
Five Below的股价上涨显示市场对其近期业绩的积极反应，然而分析师的担忧提示，长期增长仍需解决核心的客户留存和互动问题，这可能影响其未来表现。
Five Below stock surged after earnings, but analysts say the retailer still faces a key challenge in keeping customers engaged. https://t.co/EA3cgF2ljQ
Danes are reconsidering policies that were previously no-go areas as a result of Trump's aggression and overall global instability https://t.co/mZ8gcQLLTe
In one of the planet’s most unstable regions, China is drilling a boundary-pushing hydropower project—an engineering gamble that may have consequences for its neighbors https://t.co/zPOuFQenj9 https://t.co/DlNAaUceWf
AI is going to reshape jobs. But right now our tax system is tilted against hiring people at exactly the moment firms are deciding what to automate. We need to fix that. My column in @thetimes 👇 https://t.co/fX6ADF4Kja
British retailers, tax loophole, Shein and Temu, market share
此举反映了传统零售商对新兴在线平台竞争优势的不满，试图通过政策干预来平衡市场竞争环境。
British retailers are pushing the government to quickly end a tax loophole that has helped online giants Shein and Temu make significant inroads and gain market share.
California Representative Ro Khanna, modest wealth tax, taxing billionaires, Silicon Valley exodus
这项提议是关于美国潜在财政政策的讨论，旨在解决财富不平等问题，同时反驳了对资本外流的担忧。
"We need a modest wealth tax on these billions of dollars" California Representative Ro Khanna tells Mishal Husain why taxing billionaires doesn't risk a Silicon Valley exodus Subscribe to The Mishal Husain Show wherever you get your podcasts https://t.co/kqbc8tzypq https://t.co/ImAkFyLaKr
Yeah we have an AI addiction and it’s awesome [QT @oran_ge: 刚看完 Andrej Karpathy 的播客，他说他病了，得了严重的 AI 精神病。 他说从12月开始就没手写过一行代码了。每天对着 Agent 说话16小时，同时开十几个 Agent 并行跑任务，token 没花完就焦虑。他管这叫"AI精神病"。 他说 App 该消失了。智能家居不应该有六个 App，设备只需要暴露 API，Agent https://t.co/qmQkGxxuQZ]
NeuralFur wins Best Paper Runner Up at @3DVconf. From multi-view images, we create a strand-based hair groom for animals. Unlike human hair, fur varies in length across the body parts of animals. NeuralFur leverages a VQA approach to infer fur lengths and directions across the https://t.co/lkI23sJLKJ
Amazon is investing $4 billion to push two-day delivery further across its network—and finding it takes a lot to get packages to the wilds of Montana within 48 hours
bittensor subnet targoncompute hitting $10.4m ARR while trading at 3.6x revenue. traditional SaaS companies trade at 8-15x. 129 subnets now vs 70 pre-dTAO. lium selling A100 GPUs at $0.43/hour vs AWS at $1-2. the subnet economy is quietly building real infrastructure businesses
smart [QT @AntCaveClub: I've created an AI skill using Nansen data to automatically post on Binance Square. Binance Square offers a large number of "social mining," "trading rewards," and "project airdrops." All you need to do is automatically post "high-quality posts." Then you'll see users flocking https://t.co/pA4RumjzBO]
AI is going to reshape jobs. But right now our tax system is tilted against hiring people at exactly the moment firms are deciding what to automate. We need to fix that. My column in @thetimes 👇 https://t.co/fX6ADF4Kja
British retailers are pushing the government to quickly end a tax loophole that has helped online giants Shein and Temu make significant inroads and gain market share. https://t.co/72E32H4i5q
California Representative Ro Khanna tells Mishal Husain why taxing billionaires doesn't risk a Silicon Valley exodus
卡纳相信征收财富税既可行又有益于社会，挑战了财富税会促使高净值人士离开科技中心的传统观点。
"We need a modest wealth tax on these billions of dollars" California Representative Ro Khanna tells Mishal Husain why taxing billionaires doesn't risk a Silicon Valley exodus Subscribe to The Mishal Husain Show wherever you get your podcasts https://t.co/BSDvSynk4E https://t.co/4POiP54Q0f
Yeah we have an AI addiction and it’s awesome [QT @oran_ge: 刚看完 Andrej Karpathy 的播客，他说他病了，得了严重的 AI 精神病。 他说从12月开始就没手写过一行代码了。每天对着 Agent 说话16小时，同时开十几个 Agent 并行跑任务，token 没花完就焦虑。他管这叫"AI精神病"。 他说 App 该消失了。智能家居不应该有六个 App，设备只需要暴露 API，Agent https://t.co/qmQkGxxuQZ]
China’s internet was never fully free — but never fully controlled either. "The Wall Dancers" traces how freedom and state control evolved online — a dynamic that may influence the artificial intelligence race. Read more: https://t.co/uamQJJr0Qc 📷️: Bloomberg https://t.co/q9V7gXmfB7
NeuralFur wins Best Paper Runner Up at @3DVconf. From multi-view images, we create a strand-based hair groom for animals. Unlike human hair, fur varies in length across the body parts of animals. NeuralFur leverages a VQA approach to infer fur lengths and directions across the https://t.co/lkI23sJLKJ
Amazon is investing $4 billion to push two-day delivery further across its network—and finding it takes a lot to get packages to the wilds of Montana within 48 hours https://t.co/ljvkmOOuDK
China is drilling a boundary-pushing hydropower project—an engineering gamble that may have consequences for its neighbors
这项大规模的基础设施项目被视为一项工程风险，可能改变地区权力动态和环境条件，引起邻国的密切关注。
In one of the planet’s most unstable regions, China is drilling a boundary-pushing hydropower project—an engineering gamble that may have consequences for its neighbors https://t.co/zPOuFQenj9 https://t.co/DlNAaUceWf
AI skill using Nansen data to automatically post on Binance Square. Binance Square offers... 'social mining,' 'trading rewards,' and 'project airdrops.'
smart [QT @AntCaveClub: I've created an AI skill using Nansen data to automatically post on Binance Square. Binance Square offers a large number of "social mining," "trading rewards," and "project airdrops." All you need to do is automatically post "high-quality posts." Then you'll see users flocking https://t.co/pA4RumjzBO]
I've created an AI skill using Nansen data to automatically post on Binance Square. Binance Square offers a large number of "social mining," "trading rewards," and "project airdrops." All you need to do is automatically post "high-quality posts." Then you'll see users flocking https://t.co/d0h3cKIlN
Fascinating how the surge in interest rates is driving these decisions. The US will have to address this. It’s the only way it can realistically afford a war in the first place. Inflation will be unleashed. Rates will be capped. Time to step into gold, in my view.
China’s internet was never fully free — but never fully controlled either. "The Wall Dancers" traces how freedom and state control evolved online — a dynamic that may influence the artificial intelligence race.
AI consulting, outsourcing of blame/liability, sue AI agents
这突出了AI在专业服务领域应用的一个关键障碍：法律责任和问责机制尚未成熟，限制了AI的全面替代性。
I believe AI can produce highly insightful and competent consulting work. But the value of consulting is not so much the consulting as the outsourcing of blame/liability. Until we can sue AI agents for poor outcomes, there will be a need for consultants. The interesting piece is [QT @RaphaelDabadie: > be us, two French students on a gap year > take 12 hours of train in a single day to make it to a @ycombinator x Paris event last July > hear @t_blom mention the opportunity to rethink the audit and consulting model > spend months doing traditional consulting to understand]
Alex Rodriguez认为，围绕劳资谈判、媒体版权和下一份集体谈判协议（CBA）的不确定性正在为棒球领域创造投资机会。
Alex Rodriguez, opportunity in baseball, labor talks, media rights, next CBA
他认为，由于存在诸多开放性问题，当前是罕见的以折扣价进行投资的时机。
Alex Rodriguez says uncertainty around labor talks, media rights and the next CBA is creating opportunity in baseball. With so many open questions, he argues it’s a rare moment to invest at a discount. Watch Bloomberg This Weekend for more https://t.co/BZs6sl2lYq https://t.co/kofZEY1cZx
Closing back under the previous cycle ATH, incredibly bearish technical sign, WMA200 just below $60k
市场正关注关键技术支撑位，若未能守住，可能预示着比特币价格将面临进一步下行压力。
Closing back under the previous cycle ATH today would be an incredibly bearish technical sign for Bitcoin. Nobody wants us to go up in a perpetual emerald green straight line more than me, but we have to play the cards we are given. The longer we stay below the previous cycle [QT @LordDurden: Not a huge amount has changed here for me on Bitcoin 📊 Largely still waiting for us to hit the WMA200 just below $60k🎢 Something like: $59k - $63k - $51k - $78k - $69k before hitting that eventual new ATH 🎉 Again this is based on prior cycle MA extrapolations, current HTF]
“We have plenty” is line that should have legs. [QT @atrupar: WELKER: Would the administration ever raise taxes in order to fund this war? BESSENT: Again, Kristen, terrible framing WELKER: It's a simple question BESSENT: It's a ridiculous question WELKER: Can you answer it? BESSENT: Why would we do that? We have plenty. We have a https://t.co/cOZpvf59Zf]
Russia launched an uncrewed cargo spacecraft toward the International Space Station after recent repairs to the Baikonur Cosmodrome launch site https://t.co/6ZuW7GsGiB
For most of its three-year bull run, the S&P 500 Index has moved in lockstep with the shares of technology giants. But the relationship is suddenly breaking down — and that could be good news for languishing tech stocks. https://t.co/pe4IBZlCBY1
It’s exceedingly expensive to own a pet, prompting owners to delay veterinary visits or reconsider adopting. Yet, animal health companies’ earnings keep growing. https://t.co/HGrvxNUVn6
Investor sentiment, extreme bearishness, 52.0% of individual investors expressed bearish sentiment, AAII survey for the week ending March 19th, highest since May 2025, +23 percentage points
Investor sentiment has shifted to extreme bearishness: 52.0% of individual investors expressed bearish sentiment over the next 6 months in the AAII survey for the week ending March 19th, the highest since May 2025. The bearish sentiment has risen +23 percentage points since https://t.co/jZZGT7ibwe
Russia launched uncrewed cargo spacecraft, International Space Station, Baikonur Cosmodrome
此次发射成功确保了国际空间站的补给，并标志着俄罗斯航天能力在维修后恢复正常运作。
Russia launched an uncrewed cargo spacecraft toward the International Space Station after recent repairs to the Baikonur Cosmodrome launch site https://t.co/6ZuW7GsGiB
Fermat Capital Management报告称，一项限制零售投资者购买巨灾债券的欧洲提案正面临重大阻力。
European proposal, limit retail investors’ access to catastrophe bonds, faces serious pushback
该提案若通过将改变零售投资者进入巨灾债券市场的格局，但当前的阻力表明市场对此存在较大争议。
Fermat Capital Management says a European proposal to limit retail investors’ access to catastrophe bonds faces serious pushback https://t.co/YDKGZAaolC
Protected Spaces with Public URLs now available on Hugging Face You can now set your Spaces to protected, making them private on Hugging Face while still keeping their URL publicly accessible
virtuals, 152x Q1 revenue, $2.87m actual revenue, $480m aGDP, 2.1m onchain jobs, 'the stripe for AI agents'
这反映了市场对特定AI代理公司的高度估值和快速增长预期，表明投资者对该领域的兴趣和信心强劲。
virtuals trading at 152x Q1 revenue. https://t.co/8bQc88g5lP at 1,333x. virtuals has $2.87m actual revenue, $480m aGDP, 2.1m onchain jobs completed. two korean institutional desks published research calling it "the stripe for AI agents" in february. mirae asset manages $600b.
Project Hail Mary, Metro-Goldwyn-Mayer/Amazon, No. 1 US/Canadian box office, $80.5 million, Amazon's biggest hit movie ever
这对于亚马逊旗下的电影工作室而言是一项重要的商业成功，表明其在娱乐内容策略上取得了显著成效。
Project Hail Mary, from https://t.co/JHZxKhN4Fo Inc.’s Metro-Goldwyn-Mayer studio, was the No. 1 film at the US and Canadian box office this weekend with $80.5 million worth of tickets.
Colombian Senator Paloma Valencia, Juan Daniel Oviedo, rose to second place in a poll, elections starting in May
这表明哥伦比亚选举前的政治格局正在发生变化，新的竞争者正在获得支持。
Colombian Senator Paloma Valencia and running mate Juan Daniel Oviedo rose to second place in a poll ahead of elections starting in May to determine who succeeds Gustavo Petro.
AI agents, coding agents, chatbot era, diffusion of tech
这一观察表明AI技术的广泛商业扩散需要时间，尽管技术发展迅速，但企业级应用仍面临集成和规模化挑战。
We are so unbelievably early with agents right now. The majority of companies aren’t even using coding agents at scale, let alone for the rest of knowledge work. We’re still mostly in the chatbot era of work for most of AI right now. Diffusion of tech takes time, even in the [QT @rohanvarma: A couple of times a week, I find myself convincing a CTO to try coding agents. We’re very early. Someone was telling me that it took over 10 years for most enterprises to adopt the cloud, and there are still holdouts. We’re only 1 year into AI coding agents. I do think coding]
Project Hail Mary, from https://t.co/JHZxKhN4Fo Inc.’s Metro-Goldwyn-Mayer studio, was the No. 1 film at the US and Canadian box office this weekend with $80.5 million worth of tickets. https://t.co/nnqm9nS7VA
SolanaFndn, Solana founders, least comfortable time since 2022, nothing hit expected peak last cycle (defi, depin, gaming, perps, rwa's)
这表明Solana生态系统正处于调整期，需要创始团队重新聚焦并付出更多努力以克服挑战，实现增长。
very odd tone coming out of @SolanaFndn recently probably the least comfortable time for @solana founders since 2022 virtually nothing hit its expected peak last cycle (defi, depin, gaming, perps, rwa's) the remaining founders i see are grinding, hungry & far from complacent [QT @therealchaseeb: Can I say something without everyone getting mad? Solana founders historically were warriors and would do anything to win. Too many teams got comfortable, vesting or whatever. I don’t disregard anyone’s efforts, but today there is too much entitlement. You are owed nothing,]
virtuals trading at 152x Q1 revenue. https://t.co/8bQc88g5lP at 1,333x. virtuals has $2.87m actual revenue, $480m aGDP, 2.1m onchain jobs completed. two korean institutional desks published research calling it "the stripe for AI agents" in february. mirae asset manages $600b.
If Dec oil meets futures. The YoY inflation of oil will be roughly 40%. Pick your inflation basket weighting and any feed through to core . Headline CPI direct is roughly 7%. Others are lower. But 7*40%=2.8% inflation boost yoy
If there's one thing we've learned about vol events over the years it's that a supply shortage and resulting imbalance of supply/demand is at the heart of nasty price moves. LTCM in
We are so unbelievably early with agents right now. The majority of companies aren’t even using coding agents at scale, let alone for the rest of knowledge work. We’re still mostly in the chatbot era of work for most of AI right now. Diffusion of tech takes time, even in the
Investor sentiment has shifted to extreme bearishness: 52.0% of individual investors expressed bearish sentiment over the next 6 months in the AAII survey for the week ending March 19th, the highest since May 2025. The bearish sentiment has risen +23 percentage points since https://t.co/jZZGT7ibwe
For most of its three-year bull run, the S&P 500 Index has moved in lockstep with the shares of technology giants. But the relationship is suddenly breaking down — and that could be good news for languishing tech stocks. https://t.co/hlZrsSF6nR
Project Hail Mary, from Inc.’s Metro-Goldwyn-Mayer studio, was the No. 1 film at the US and Canadian box office this weekend with $80.5 million worth of tickets. https://t.co/2kHmktzElV
Monte dei Paschi's board plans to discuss whether Luigi Lovaglio can remain CEO, setting up a potential showdown over the Italian bank’s leadership https://t.co/Ezewisetiu
Can I say something without everyone getting mad? Solana founders historically were warriors and would do anything to win. Too many teams got comfortable, vesting or whatever. I don’t disregard anyone’s efforts, but today there is too much entitlement. You are owed nothing,
BREAKING: We’ve given Claude full access to options, equities, and prediction markets. The Unusual Whales MCP Server connects any AI to give live, structured market data on demand. Build trading bots, smart money dashboards, screeners. Whatever you want. What are you building https://t.co/u2NDcy0rfG
They looked into the "they silently changed the model!!" And how to detect it. Interesting study. Though they only do it for API endpoints, and the usual complaint is for the chat interface; would be interesting (but harder) to extend to that. [QT @timotheechauvin: New research: cheaply detecting changes in LLM APIs. We published two papers on the topic: - Log Probability Tracking of LLM APIs (ICLR 2026) - Token-Efficient Change Detection in LLM APIs Both papers request a single token of output from APIs, enabling unprecedently cheap https://t.co/zh3TffjWJP]
Monte dei Paschi's board plans to discuss whether Luigi Lovaglio can remain CEO, setting up a potential showdown over the Italian bank’s leadership https://t.co/Ezewisetiu
The countries that switched from oil and gas to solar, like Pakistan, will weather this storm in the Persian Gulf, writes @davidfickling. Bangladesh? Not so much (via @opinion) https://t.co/uvPh8DtiAZ
new AirPods Max headphones, blurring line between marketing and genuine innovation, 40%-60% of the top researchers at frontier labs are non-US citizens, 'builder' to their LinkedIn profiles, zero tech experience, Wall Street’s tone shifts after Nvidia’s big AI showcase
If the American labs are hiring lots of Chinese citizens, they will lose regardless… We have immigration controls on chips. You certainly need them on people. [QT @zephyr_z9: 40%-60% of the top researchers at frontier labs are non-US citizens If they get removed, then American labs will lose the race]
Poste Italiane said it will launch an IPO valued at about €10.8 billion for Telecom Italia, seeking full control of the former phone monopoly, according to a statement. https://t.co/Ojb0BFKSo2
JPMD on base pays 4-5% interest to corporate treasuries. USDC pays 0%. GENIUS Act lets JPMorgan run fractional reserves on deposit tokens while forcing Circle into 100% collateralization. same chain, completely different regulatory treatment. circle's entire institutional pitch
Donald Trump has again threatened Iran over the closure of the Strait of Hormuz. Meanwhile a 45-year old pipeline straddling Saudi Arabia offers respite to the oil market https://t.co/HlmAXyFxvN
40%-60% of the top researchers at frontier labs are non-US citizens; 2010 bet on self-driving cars by 2026 won; self-driving cars not ready for DC to Philly without license
If the American labs are hiring lots of Chinese citizens, they will lose regardless… We have immigration controls on chips. You certainly need them on people. [QT @zephyr_z9: 40%-60% of the top researchers at frontier labs are non-US citizens If they get removed, then American labs will lose the race]
Seems hard to argue with. Asymptotically, chips and energy are all that matter, and it's insane to bet against Elon in anything involving hardcore manufacturing or rockets. [QT @iamgingertrash: Go work for xAI; Only one man has the full stack They need OOD thinking But have every other piece Perhaps you are the missing link]
Released into our country under Biden. Arrested in Chicago, but released again. How many American girls need to be abused and killed before far-left lunatics choose them over random foreign men here illegally. [QT @BillMelugin_: BREAKING: DHS confirms that the suspect in custody for murdering Loyola University student Sheridan Gorman in Chicago is a Venezuelan illegal alien who was caught & released at the border by the Biden administration in May 2023. DHS says he was also released from local custody https://t.co/tIo3iSualm]
Socialist candidate Emmanuel Grégoire won the Paris mayoral race Sunday, succeeding fellow party member Anne Hidalgo as the French capital’s mayor. https://t.co/nFY4oM3i0Z
First people say something is impossible. Then you prove them so wrong there is a deep quiet that settles in. SpaceX is winning so hard haters have literally no leg to stand on. [QT @shanaka86: Yesterday SpaceX launched 29 more Starlink satellites from Florida. Nobody cared. Routine. Another Tuesday. Here is what actually happened. Satellite number 10,074 entered an orbit where 300,000 autonomous collision-avoidance maneuvers were executed last year alone. Not by https://t.co/rwHnIwAV4T]
2026, and I won the bet, not be possible and legal for someone with no driver’s license to hop into a self-driving car in DC, give it an address in Philly, take a nap, and wake up at her destination 3-4 hours later
In 2010, I made a bet with Ryan Avent, then at the Economist, about the future of self-driving. He thought his then-infant daughter would never need a driver's license because AVs would be ready by 2026. I thought that was too optimistic. It's now 2026, and I won the bet. https://t.co/uk1iQqh3wS
Biotech has been a leader in health care. It's now oversold in our work, still in trend, and still with relative strength dynamics as the overall market just begins to show signs of oversold stress. $XBI $IBB $SPX https://t.co/Jm03mvNjCK
BREAKING: Ye’s new album “BULLY” is slated to be released this Friday. His past 5 albums have been delayed. 65% chance it actually drops. https://t.co/0RW87FdbN4
Nevada won a temporary restraining order to prevent prediction-market platform Kalshi from offering event-based contracts related to sports, elections and entertainment
Nevada won a temporary restraining order to prevent prediction-market platform Kalshi from offering event-based contracts related to sports, elections and entertainment https://t.co/lIPrdUnQ3G
JPMD on base pays 4-5% interest to corporate treasuries. USDC pays 0%. GENIUS Act lets JPMorgan run fractional reserves on deposit tokens while forcing Circle into 100% collateralization.
JPMD on base pays 4-5% interest to corporate treasuries. USDC pays 0%. GENIUS Act lets JPMorgan run fractional reserves on deposit tokens while forcing Circle into 100% collateralization. same chain, completely different regulatory treatment. circle's entire institutional pitch