We are now facing the biggest global energy crisis in history: Total oil product exports from the Middle East plunged -63% in March, or -4.8 million barrels per day, to ~2.8 million barrels per day. Of the remaining ~2.8 million barrels per day still being exported, ~1.1
AI as '80-year overnight success'; programming languages may not exist in 10 years; manager class may disappear; AI agents will need money → AI/crypto grand unification
Marc Andreessen says in the future, we may not have programming languages or even user interfaces: "I kind of think that in 10 years, I'm not sure there will even be a salient concept of a programming language in the way that we understand it today." "If you project forward,
For the first time in five weeks of war with Iran, two American combat aircraft went down in separate incidents. One of two service members onboard an F-15E that was shot down was rescued, but a military official tells the News Hour the whereabouts and status of the second crew
已经开始了？？行动代号：石器时代？ [QT @sentdefender: Significant wave of strikes currently underway against military and infrastructure sites across the Iranian capital of Tehran.]
Update your squads to a time lock. If you need admin authority, you very very likely need a time lock and monitoring. The nice thing about putting every policy on chain is that the policies are visible by everyone, so everyone can monitor everyone.
We are now facing the biggest global energy crisis in history: Total oil product exports from the Middle East plunged -63% in March, or -4.8 million barrels per day, to ~2.8 million barrels per day.
Sweet, time to swap to Codex. Idk who's advising these people tf [QT @DegenerateNews: BREAKING: CLAUDE CODE'S @bcherny ANNOUNCES 'STARTING TOMORROW AT 12PM PT, CLAUDE SUBSCRIPTIONS WILL NO LONGER COVER USAGE ON THIRD-PARTY TOOLS LIKE OPENCLAW']
NVIDIA has now open sourced their trtllmgen MoE kernels! Great to see that parts of NVIDIA move towards open kernels! open source kernels drive innovation It is now time for SemiAnalysis to nag NVIDIA to open source their trtllmgen attention kernels too!
Please - not the datacenters [QT @AdameMedia: BREAKING: 🚨 IRAN THREATENS MASSIVE HIDDEN TARGET 'Nothing is hidden from our sight, though hidden by Google.' Iran just released a video about STARGATE UAE, set to be the largest AI computing cluster outside the U.S. which is hidden from Google Maps.]
For the first time in five weeks of war with Iran, two American combat aircraft went down in separate incidents. One of two service members onboard an F-15E that was shot down was rescued, but a military official tells the News Hour the whereabouts and status of the second crew member are unknown.
Uh oh [QT @mb_ghalibaf: What share of global oil, LNG, wheat, rice, and fertilizer shipments transits the Bab-el-Mandeb Strait? Which countries and companies account for the highest transit volumes through the strait? 🤔]
Inflation pressures are surging in US manufacturing: The ISM Manufacturing PMI rose +0.3 points in March, to 52.7, the highest since August 2022. This marks the 3rd consecutive monthly expansion despite the Iran war. However, prices paid jumped +7.8 points, to 78.3
We are now facing the biggest global energy crisis in history: Total oil product exports from the Middle East plunged -63% in March, or -4.8 million barrels per day, to ~2.8 million barrels per day.
So Anthropic is going Apple mode when it comes to model + harness closed ecosystem while OpenAI remains open and will be effectively like Android? Seems like they will just eat the market for alt harnesses and associated API calls
American open source models back on top, love to see it [QT @demishassabis: Gemma 4 outperforms models over 10x their size! (note the x-axis is log scale!)]
US intel: Iran unlikely to open Strait of Hormuz "any time soon" (Reuters, 3 sources); Bessent: "jujitsuing the Iranians...using their own oil against them"
President Donald Trump announced April 2 that he had fired Attorney General Pam Bondi. @PolitiFact has fact-checked Bondi since 2010, during her Florida attorney general run, a seat she held from 2011 to 2019. Here are some key moments and falsehoods from her year-plus in the
Inflation pressures are surging in US manufacturing: The ISM Manufacturing PMI rose +0.3 points in March, to 52.7, the highest since August 2022. This marks the 3rd consecutive monthly expansion despite the Iran war. However, prices paid jumped +7.8 points, to 78.3
So Anthropic is going Apple mode when it comes to model + harness closed ecosystem while OpenAI remains open and will be effectively like Android? Seems like they will just eat the market for alt harnesses and associated API calls
US intel: Iran unlikely to open Strait of Hormuz "any time soon"; IRGC controls access; Iran ex-FM Zarif urges deal in Foreign Affairs, overruled by IRGC
Please - not the datacenters [BREAKING: IRAN THREATENS MASSIVE HIDDEN TARGET "Nothing is hidden from our sight, though hidden by Google." Iran just released a video about STARGATE UAE, set to be the largest AI computing cluster outside the U.S. which is hidden from Google Maps.]
President Donald Trump announced April 2 that he had fired Attorney General Pam Bondi. @PolitiFact has fact-checked Bondi since 2010, during her Florida attorney general run, a seat she held from 2011 to 2019.
Inflation pressures are surging in US manufacturing: The ISM Manufacturing PMI rose +0.3 points in March, to 52.7, the highest since August 2022. This marks the 3rd consecutive monthly expansion despite the Iran war. However, prices paid jumped +7.8 points, to 78.3
The longer the Strait stays closed, the higher oil and related equities are going to go [QT @OilHeadlineNews: Recent U.S. intelligence reports warn that Iran is unlikely to open the Strait of Hormuz any time soon, according to three sources familiar with the matter. - Reuters]
Please - not the datacenters [QT @AdameMedia: BREAKING: 🚨 IRAN THREATENS MASSIVE HIDDEN TARGET "Nothing is hidden from our sight, though hidden by Google." Iran just released a video about STARGATE UAE, set to be the largest AI computing cluster outside the U.S. which is hidden from Google Maps.]
BlackRock staked ETH ETF: 195,000 ETH in month 1; 78.5% immediately staked + locked (2-week unstaking delay); ~6,000 ETH/day absorbed; exchange ETH balance 15M ETH (10-year low); Schwab opens direct spot ETH
blackrock's staked ETH ETF added 195,000 ETH in its first month. 78.5% immediately staked and locked. that's ~6,000 ETH/day being pulled off the market into a product with a 2-week unstaking delay. exchange balances sitting at 15m ETH, a 10-year low. schwab opens direct spot ETH
Inflation pressures are surging in US manufacturing: The ISM Manufacturing PMI rose +0.3 points in March, to 52.7, the highest since August 2022. This marks the 3rd consecutive monthly expansion despite the Iran war. However, prices paid jumped +7.8 points, to 78.3
Gemma 4 31B by Google DeepMind; local inference on 128GB MacBook Pro / Mac Studio; $0 token cost; Mac Studio ROI estimated within 3 months vs $5-6k prior cloud spend
[QT @HormuzLetter: BREAKING: A massive line of US Air Force C-17 transport aircraft is currently crossing the Atlantic toward the Middle East, alongside KC-135 refueling tankers. A second wave is already over Europe heading for the eastern Mediterranean. C-17s carry troops, armored vehicles and
BlackRock staked ETH ETF: +195,000 ETH month 1; 78.5% staked; ~6,000 ETH/day removed from market; 2-week unstaking delay; exchange ETH balance 15M (10-yr low); Schwab opens direct spot ETH trading
blackrock's staked ETH ETF added 195,000 ETH in its first month. 78.5% immediately staked and locked. that's ~6,000 ETH/day being pulled off the market into a product with a 2-week unstaking delay. exchange balances sitting at 15m ETH, a 10-year low. schwab opens direct spot ETH
While I think what Anthropic does is sad for the ecosystem, I wanna give Boris credit for doing what he can to soften the fallout. Today's release will include some fixes for better cache use, to lower cost for API users.
BREAKING: A massive line of US Air Force C-17 transport aircraft is currently crossing the Atlantic toward the Middle East, alongside KC-135 refueling tankers. A second wave is already over Europe heading for the eastern Mediterranean. C-17s carry troops, armored vehicles and
Polymarket: 77% Polygon gas, 67% fees; 493M transactions in Feb 2026 (> Solana + Base + Arbitrum + Ethereum combined); migrating to own L2 'POLY'; no ship date announced
polymarket is 77% of polygon's gas consumption and 67% of its fees. 493m transactions in february. more than solana, base, arbitrum, and ethereum combined. polymarket just announced migration to its own L2 called POLY with no ship date. when that happens, polygon loses its single
BREAKING: A massive line of US Air Force C-17 transport aircraft is currently crossing the Atlantic toward the Middle East, alongside KC-135 refueling tankers. A second wave is already over Europe heading for the eastern Mediterranean. C-17s carry troops, armored vehicles and
BREAKING: US Defense Secretary Pete Hegseth is reportedly "paranoid" about losing his job, which Trump Admin officials say contributed to the firing of the US Army's top general on Thursday, per NY Post.
Polymarket: 77% of Polygon gas, 67% of fees; 493M txns in Feb 2026; more than Solana+Base+Arbitrum+ETH combined; migrating to own L2 'POLY'; no ship date announced
polymarket is 77% of polygon's gas consumption and 67% of its fees. 493m transactions in february. more than solana, base, arbitrum, and ethereum combined. polymarket just announced migration to its own L2 called POLY with no ship date. when that happens, polygon loses its single
US Air Force: massive C-17 + KC-135 formation crossing Atlantic toward Middle East; second wave over Europe toward eastern Mediterranean; C-17s carry troops and armored vehicles
BREAKING: A massive line of US Air Force C-17 transport aircraft is currently crossing the Atlantic toward the Middle East, alongside KC-135 refueling tankers. A second wave is already over Europe heading for the eastern Mediterranean. C-17s carry troops, armored vehicles and
Defense Secretary Hegseth: 'paranoid' about being fired; US Army top general fired Thursday; Army Secretary Driscoll named as potential Hegseth successor
BREAKING: US Defense Secretary Pete Hegseth is reportedly 'paranoid' about losing his job, which Trump Admin officials say contributed to the firing of the US Army's top general on Thursday, per NY Post.
Polymarket: 77% of Polygon gas; 67% of Polygon fees; 493M txns in Feb 2026 (> Solana+Base+Arbitrum+ETH combined); migrating to own L2 'POLY' (no ship date announced)
polymarket is 77% of polygon's gas consumption and 67% of its fees. 493m transactions in february. more than solana, base, arbitrum, and ethereum combined. polymarket just announced migration to its own L2 called POLY with no ship date. when that happens, polygon loses its single
OpenAI's new image model GPT-Image-2 has leaked It seems to have extremely good world knowledge and great text rendering Possibly better than Nano Banana Pro It's on @arena under code names: - maskingtape-alpha - gaffertape-alpha - packingtape-alpha
一把梭哈？ [QT @HormuzLetter: BREAKING: A massive line of US Air Force C-17 transport aircraft is currently crossing the Atlantic toward the Middle East, alongside KC-135 refueling tankers. A second wave is already over Europe heading for the eastern Mediterranean. C-17s carry troops, armored vehicles and]
polymarket is 77% of polygon's gas consumption and 67% of its fees. 493m transactions in february. more than solana, base, arbitrum, and ethereum combined. polymarket just announced migration to its own L2 called POLY with no ship date. when that happens, polygon loses its single
OpenAI's new image model GPT-Image-2 has leaked. It seems to have extremely good world knowledge and great text rendering. Possibly better than Nano Banana Pro. It's on @arena under code names: maskingtape-alpha, gaffertape-alpha, packingtape-alpha
Iran war; Middle East air travel disruption; European carriers gaining market share; Lufthansa warns jet fuel bottleneck if conflict prolonged; Asian travelers rerouting
Russian drone debris hits foreign-flagged cargo vessel in Azov Sea; Russian strike kills 5 at market in frontline Ukrainian city; war showing no signs of slowing
Russia said drone debris struck a foreign-flagged cargo vessel in the Azov Sea while Moscow's forces attacked several Ukrainian regions as the war showing no signs of slowing down
OpenAI's new image model GPT-Image-2 has leaked. It seems to have extremely good world knowledge and great text rendering. Possibly better than Nano Banana Pro. It's on @arena under code names: maskingtape-alpha, gaffertape-alpha, packingtape-alpha
The US continued search-and-rescue operations for a crew member from an F-15E fighter jet shot down by Iran on Friday, as Tehran kept up attacks on Gulf Arab states
F-15E shot down by Iran; US 48-hour ultimatum to obliterate Iran infrastructure; Iran rejects all deals; debris strikes Oracle building in Dubai; Tehran attacks on Gulf Arab states
Assuming the goal posts don't move again, the US has promised to obliterate Iran's infrastructure in 48 hours. This hurts 90m citizens way more than it does the government. Iran has rejected every deal and promised to retaliate across the region. Who wins in this scenario?
zkSync: -38% Q1; 295M ZK staked during drawdown; 75% of Season 1 airdrop cap filled at lows; UAE central bank settling $20B+ in sovereign assets on zkSync
zkSync dropped 38% in q1 and 295m ZK got staked during the drawdown. 75% of season 1 cap filled at the lows. the UAE central bank is settling $20b+ in sovereign assets on this infrastructure right now. people don't lock tokens into a 38% crash unless they know what's in the pipeline.
India is buying crude from Iran among other countries in order to navigate the current energy crisis, the country's oil ministry said, denying payment hurdles were impeding the purchases
Microsoft $MSFT is now up 18x on its investment into OpenAI. Every $1 Million that Microsoft invested into OpenAI is worth $18 Million today. Ashton Kutcher turned $30 million into $1.3 BILLION in less than 3 years. He is up 43x on his OpenAI investment.
BREAKING: It's almost as if Trump wants $10 gas. The US along with Israel have attacked a major petrochemical complex this morning, damaging multiple facilities. 5 plants in the Mahshahr area of Iran were reportedly struck. This will likely result in Iran attacking oil
The US continued search-and-rescue operations for a crew member from an F-15E fighter jet shot down by Iran on Friday, as Tehran kept up attacks on Gulf Arab states
Assuming the goal posts don't move again, the US has promised to obliterate Iran's infrastructure in 48 hours. This hurts 90m citizens way more than it does the government. Iran has rejected every deal and promised to retaliate across the region. Who wins in this scenario?
zkSync dropped 38% in q1 and 295m ZK got staked during the drawdown. 75% of season 1 cap filled at the lows. the UAE central bank is settling $20b+ in sovereign assets on this infrastructure right now. people don't lock tokens into a 38% crash unless they know what's in the
Gas prices in the US have moved up to $4.10 per gallon, their highest level since August 2022. The 38% spike over the last 5 weeks ($2.98/gallon to $4.10/gallon) is the biggest we've seen in the past 30 years.
Fertilizer prices have moved up to their highest levels since May 2022, rising 52% 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.
Russia's attempts to restrict the use of VPNs amid a clampdown on the Telegram messaging platform triggered the widespread banking outage seen across the country this week, the service's billionaire founder said
BREAKING: Iran's IRGC says an Israeli-linked vessel has been 'stopped' in the Strait of Hormuz after being hit by a drone. The ship is currently on fire.
Bandar Imam Petrochemical Complex in Iran's Southwestern Khuzestan Province Targeted by Air Attacks, with Some Sections Sustaining Damage - Iran's Mehr
IRAN'S FOREIGN MINISTER ARAGHCHI: 'Remember the Western outrage about hostilities near Zaporizhzhia Nuclear Power Plant in Ukraine? Israel-U.S. have bombed our Bushehr plant four times now. Radioactive fallout will end life in GCC capitals, not Tehran.'
The German government has quietly enacted an amendment to its military service law that now requires all citizens between the ages of 17 and 45 to obtain special permission from the Bundeswehr, the German armed forces, before they can leave the country. This move is seen as a
zkSync dropped 38% in q1 and 295m ZK got staked during the drawdown. 75% of season 1 cap filled at the lows. the UAE central bank is settling $20b+ in sovereign assets on this infrastructure right now. people don't lock tokens into a 38% crash unless they know what's in the
hyperliquid is burning $526m/year in HYPE through market buys funded by $2.06m daily fees. zero token emissions. dydx raised $87m and spends $40m/year in incentives to generate 8x less volume. the fee economics aren't close.
Gas prices in the US have moved up to $4.10 per gallon, their highest level since August 2022. The 38% spike over the last 5 weeks ($2.98/gallon to $4.10/gallon) is the biggest we've seen in the past 30 years.
Fertilizer prices have moved up to their highest levels since May 2022, rising 52% 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.
Russia's attempts to restrict the use of VPNs amid a clampdown on the Telegram messaging platform triggered the widespread banking outage seen across the country this week, the service's billionaire founder said
BREAKING: Iran's IRGC says an Israeli-linked vessel has been "stopped" in the Strait of Hormuz after being hit by a drone. The ship is currently on fire.
IRAN'S FOREIGN MINISTER ARAGHCHI: "Remember the Western outrage about hostilities near Zaporizhzhia Nuclear Power Plant in Ukraine? Israel-U.S. have bombed our Bushehr plant four times now. Radioactive fallout will end life in GCC capitals, not Tehran."
Explosions at Mahshahr Special Petrochemical Zone + Bandar Imam Petrochemical Complex targeted by air attacks with sections sustaining damage — Khuzestan Province, Iran
Bandar Imam Petrochemical Complex in Iran's Southwestern Khuzestan Province Targeted by Air Attacks, with Some Sections Sustaining Damage - Iran's Mehr
Moar [QT @SolanaSensei: Solana reached an ATH of 1,300 TPS last quarter!! Just look at this chart, the growth is sexy af Let the facts speak for themselves]
Gas prices in the US have moved up to $4.10 per gallon, their highest level since August 2022. The 38% spike over the last 5 weeks ($2.98/gallon to $4.10/gallon) is the biggest we've seen in the past 30 years.
Fertilizer prices have moved up to their highest levels since May 2022, rising 52% 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.
Anthropic shutting down OpenClaw may turn out to be a strategic blunder, or strategic genius. The OpenClaw community will be the determiner of whether it is A or B. It's an interesting moment in history. Personally I never bet against open source.
All 7 members of the Magnificent Seven are down on the year (-5% for Nvidia to -23% for Microsoft) and underperforming the average stock in the S&P 500 (which is up 1%). $MAGS
2026 YTD: -International Stocks > US Stocks -Small & Mid Caps > Large Caps -Value Stocks > Growth Stocks -Mag 7 names all in the Red The Reversal of Everything...
BREAKING: President Trump's '48-hour warning' to Iran to open the Strait of Hormuz expires at 10:05 AM ET on Monday, April 6th. This also happens to be 35 minutes after the US stock market reopens after the 3-day weekend. We will be covering the highly eventful next 48 hours.
Israel-linked vessel hit by drone, on fire in Strait of Hormuz; Mahshahr petrochemical zone explosions; Bandar Imam Petrochemical Complex air strikes, Khuzestan province
US planes downed 2 days after Trump declared US 'beaten and completely decimated Iran'; US and Israel had claimed Iran's air defenses were 'obliterated'
The downing of the American planes came two days after U.S. President Donald Trump said in a national address that the United States has 'beaten and completely decimated Iran.' The U.S. and Israel had boasted that Iran's air defenses were obliterated.
All 7 members of the Magnificent Seven are down on the year (-5% for Nvidia to -23% for Microsoft) and underperforming the average stock in the S&P 500 (which is up 1%). $MAGS
BREAKING: President Trump's "48-hour warning" to Iran to open the Strait of Hormuz expires at 10:05 AM ET on Monday, April 6th. This also happens to be 35 minutes after the US stock market reopens after the 3-day weekend. We will be covering the highly eventful next 48 hours.
The downing of a US aircraft and the dayslong search for a missing crew member has pierced the aura of invincibility that Trump has sought to project as he tries to stave off the increasing political risks of the Iran war.
The next steps in the US military campaign against Iran will commit nearly its entire inventory of stealthy JASSM-ER cruise missiles, drawing them from stockpiles devoted to other regions.
STRAIT OF HORMUZ TRACKER: A total of 13 ships have crossed since Friday morning, with 10 exiting the Persian Gulf and three entering from the open seas, according to vessel-tracking data - Bloomberg
Global food prices are rising as energy costs spike: The World Food Price Index jumped +2.4% in March, to 128.5 points, the highest since September 2025. This index tracks the cost of grains, sugar, meat, dairy, and vegetable oils globally. This marks the 2nd consecutive
All 7 members of the Magnificent Seven are down on the year (-5% for Nvidia to -23% for Microsoft) and underperforming the average stock in the S&P 500 (which is up 1%). $MAGS
BREAKING: President Trump's "48-hour warning" to Iran to open the Strait of Hormuz expires at 10:05 AM ET on Monday, April 6th. This also happens to be 35 minutes after the US stock market reopens after the 3-day weekend. We will be covering the highly eventful next 48 hours.
US aircraft downed in Iran; crew member missing, multi-day search and rescue operation; Axios: 'marks a major turning point'; contradicts Trump's claim of having 'completely decimated' Iran's air defenses
The downing of the American planes came two days after U.S. President Donald Trump said in a national address that the United States has "beaten and completely decimated Iran." The U.S. and Israel had boasted that Iran's air defenses were obliterated.
The next steps in the US military campaign against Iran will commit nearly its entire inventory of stealthy JASSM-ER cruise missiles, drawing them from stockpiles devoted to other regions.
Global food prices are rising as energy costs spike: The World Food Price Index jumped +2.4% in March, to 128.5 points, the highest since September 2025. This index tracks the cost of grains, sugar, meat, dairy, and vegetable oils globally. This marks the 2nd consecutive
Transatlantic airfares booked 21 days in advance: ~$200 higher vs. one month ago; Deutsche Bank analysis; long-haul routes (e.g. SFO) seeing largest increases
US airfares are surging as the Iran war drives up fuel costs: Transatlantic airfares booked 21 days in advance are up ~$200 on average compared to a month ago, according to Deutsche Bank analysis. Some of the biggest increases are on long-haul routes, with San Francisco to
🎯STRUCK: 200+ Iranian regime infrastructure targets across Iran, & 140+ Hezbollah terrorist infrastructure throughout Lebanon. Among the targets struck: 📍Iran: - A central Islamic IRGC site where a variety of weapons were stored - Sites for the production, storage, and
US to commit "nearly its entire inventory" of stealthy JASSM-ER cruise missiles, drawing from stockpiles devoted to other regions; Israel awaiting US green light to strike Iranian energy facilities
The next steps in the US military campaign against Iran will commit nearly its entire inventory of stealthy JASSM-ER cruise missiles, drawing them from stockpiles devoted to other regions.
The downing of a US aircraft and the dayslong search for a missing crew member has pierced the aura of invincibility that Trump has sought to project as he tries to stave off the increasing political risks of the Iran war.
STRAIT OF HORMUZ TRACKER A total of 13 ships have crossed since Friday morning, with 10 exiting the Persian Gulf and three entering from the open seas, according to vessel-tracking data - Bloomberg
solv protocol ate a $2.7m exploit in march, reimbursed every user from treasury within 48 hours, passed 5 security audits, and shipped institutional staking tools by april. mango socialized $114m onto users. drift is still negotiating $285m in recovery. balancer shut down
200+ Iranian regime infrastructure targets struck; 140+ Hezbollah targets in Lebanon; targets include IRGC weapons sites, steel plants, petrochemical plants; Israel awaiting US green light for energy facility strikes
🎯STRUCK: 200+ Iranian regime infrastructure targets across Iran, & 140+ Hezbollah terrorist infrastructure throughout Lebanon. Among the targets struck: 📍Iran: - A central Islamic IRGC site where a variety of weapons were stored - Sites for the production, storage, and
Trump: 48-hour ultimatum to open Strait of Hormuz or face 'hell'; Iran: 'Entire region will become a hell for you if escalation continues'; US intel: Iran 'unlikely' to open Strait
BREAKING: Iran responds to President Trump threatening to 'reign hell' on Iran if the Strait of Hormuz is not opened in 48 hours: 'The entire region will become a hell for you if escalation continues,' Iran says.
The downing of a US aircraft and the dayslong search for a missing crew member has pierced the aura of invincibility that Trump has sought to project as he tries to stave off the increasing political risks of the Iran war.
🎯STRUCK: 200+ Iranian regime infrastructure targets across Iran, & 140+ Hezbollah terrorist infrastructure throughout Lebanon. Among the targets struck: 📍Iran: - A central Islamic IRGC site where a variety of weapons were stored - Sites for the production, storage, and
BREAKING: Israel is preparing to strike Iranian energy facilities and they are awaiting the "green light" from the US, per Reuters. Details include: 1. The report comes just hours after President Trump gave Iran 48 hours to open the Strait of Hormuz or he will "reign hell"
BREAKING: Iran responds to President Trump threatening to "reign hell" on Iran if the Strait of Hormuz is not opened in 48 hours: "The entire region will become a hell for you if escalation continues," Iran says.
chainlink's SVR captured $7.38m in MEV in a single week in february. 99%+ market share for oracle extractable value. that revenue split generated 34.4% of aave's total revenue that month. aave v4 just integrated SVR across 18 chains with $47b in deposits.
BREAKING: American drivers have paid an additional $8.4 billion in fuel costs since the Iran War began on February 28th. In other words, Americans have spent an additional $240 million per day on fuel costs since the war began. The average cost of gas in the US is now up to
Trump 48-hour ultimatum: open Strait of Hormuz or 'reign hell'; Iran counter-threat: 'entire region will become a hell for you if escalation continues'
BREAKING: Iran responds to President Trump threatening to 'reign hell' on Iran if the Strait of Hormuz is not opened in 48 hours: 'The entire region will become a hell for you if escalation continues,' Iran says.
石器时代行动，迫在眉睫了。现在看来，对美国和以色列来说这是阻力最小的路，只不过"忍受一下提前研究过的200+的油价"罢了 [QT @KobeissiLetter: BREAKING: Israel is preparing to strike Iranian energy facilities and they are awaiting the "green light" from the US, per Reuters.]
BREAKING: New US intelligence reports suggest that Iran may 'increase its regional sway' as a result of the Iran War through their control of the Strait of Hormuz, per Reuters. Details include: 1. Intelligence suggests that Iran is 'unlikely' to open the Strait of Hormuz 'any
schwab is rolling out spot BTC and ETH trading to 37 million accounts managing $12 trillion in assets. average client age is 50-65. these people dollar cost averaged through 2008 and 2020. they don't use coinbase. they don't self custody. they click 'buy' next to their index
$8.4B additional fuel costs since Iran War began Feb 28; $240M/day incremental spend; average US gas price rising
霍尔木兹海峡封锁直接推高美国能源消费端成本，该数据将在本周发布的关键CPI报告中得到完整体现。能源价格冲击为通胀读数带来显著上行风险，进一步压缩美联储降息空间，市场对"higher for longer"预期或将强化。
BREAKING: American drivers have paid an additional $8.4 billion in fuel costs since the Iran War began on February 28th. In other words, Americans have spent an additional $240 million per day on fuel costs since the war began. The average cost of gas in the US is now up to
BREAKING: Iran responds to President Trump threatening to 'reign hell' on Iran if the Strait of Hormuz is not opened in 48 hours: 'The entire region will become a hell for you if escalation continues,' Iran says.
schwab is rolling out spot BTC and ETH trading to 37 million accounts managing $12 trillion in assets. average client age is 50-65. these people dollar cost averaged through 2008 and 2020. they don't use coinbase. they don't self custody. they click "buy" next to their index
⚠️Concerning.⚠️ The Euro 10yr bond is extremely concerning🚩 A possible measured move is in play, as depicted by the monthly chart shown below. We currently sit above the ceiling of resistance, which for now looks like the break might be legit.
Hundreds of rural hospitals across the country are facing closures after years of funding problems. The issue was compounded last summer by the Trump administration's massive cuts to Medicaid whose reimbursements have long helped hospitals meet their bottom lines.
Elon quietly decided to focus on image and video generation and is winning now. Just like Anthropic specialized to Claude code and started winning, this image gen dominance might be useful for computer use and robotics very soon.
What Pedro has built at Brex re: AI is nothing short of spectacular. I think we're going to look back on this time as one where Pedro went deep on a topic and put out a spike that will shake how all orgs run.
Trump: I'm proudly telling you that we're going to try and have no windmills built in the United States. They're very bad environmentally. They killed the birds. They're unsightly. They make a lot of noise.
Major housing bill approved by wide majority of Senate; rare bipartisan legislation
两党住房法案通过提振住宅建筑和房地产相关板块预期，广泛的政治支持基础增加了最终立法落地的可能性。
At a time when there seems to be little common ground among lawmakers on Capitol Hill, a major housing bill approved by a wide majority of the Senate last month marked a rare showing of bipartisanship.
Earlier this week, The Hershey Company announced that next year they're returning all their classic brands back to earlier "milk and dark chocolate recipes," impacting about 3% of its Reese's products. The move comes amid a growing backlash over recipe changes and the use of
Hashi BTC custody via Sui validator MPC threshold signatures; launched March 20; 5 lending protocols in 4 days; Erebor federally chartered U.S. bank; no token, no bridge, BTC stays on L1
hashi launched BTC custody through sui's validator set via MPC threshold signatures on march 20. 5 lending protocols integrated in 4 days. erebor bank, a federally chartered U.S. bank, plugged in before mainnet even went live. no token. no bridge. bitcoin stays on bitcoin L1.
The Euro 10yr bond is extremely concerning🚩 A possible measured move is in play, as depicted by the monthly chart shown below. We currently sit above the ceiling of resistance, which for now looks like the break might be legit.
As the early 1970s was plagued by war (Vietnam), stubborn inflation eroding bonds, and an oil crisis.. TODAY those similarities are uncannily similar. We have the Iran war that's causing an oil crisis with no end in sight for now. That's spiked oil up significantly.
A month ago in the first days of the Iran War, I wrote the note 'Tom Hanks Has Covid' describing the realization moment in March 2020 when everybody knew that everybody knew Covid was a severe risk-off market event. (The longer the conflict goes on) x (the longer it takes people to panic) = the bigger the breakdown.
Elon quietly decided to focus on image and video generation and is winning now. Just like Anthropic specialized to Claude code and started winning, this image gen dominance might be useful for computer use and robotics very soon.
Marc Andreessen says in the future, we may not have programming languages or even user interfaces: 'I kind of think that in 10 years, I'm not sure there will even be a salient concept of a programming language in the way that we understand it today.'
Sad to see this happen to beloved local restaurant Red Lobster which has literally been part of a corporate conglomerate since 1970. [QT @SenWarren: Let's be clear: Red Lobster went bankrupt after private equity bought the chain, loaded it up with debt, and gutted it.]
In the land of sushi and ramen, Wall Street is betting millions on American burgers and fried chicken. Carlyle and Goldman Sachs see chains like KFC and Burger King having a larger presence in Japan.
The US Interior Department said it's merging two oversight agencies to create a Marine Minerals Administration and move toward a 'more modern, coordinated approach' to managing offshore resources, including critical minerals.
What I hate about copyright and trademark law is that you're essentially forced by the law to send legal letters, takedown requests and eventually sue. If you don't, whatever rights you own are invalidated in court whenever you do really need to defend them by the judge because [QT @greyngyen: @WHOOP just filed a lawsuit against us. A $10B company with 800+ employees is scared of us, a 20-person team making health tracking accessible to all.]
The U.S. and Israeli war with Iran has caused a rare rift among conservatives, with several influential figures on the right condemning the war in its early days. A recent Pew Research Center poll shows that while most Republicans do support the war, young Republicans appear to be notably less supportive.
Hashi BTC custody live March 20 via Sui validator MPC threshold signatures; 5 lending protocols in 4 days; Erebor (federally chartered US bank) pre-mainnet; no token, no bridge, BTC stays on Bitcoin L1
hashi launched BTC custody through sui's validator set via MPC threshold signatures on march 20. 5 lending protocols integrated in 4 days. erebor bank, a federally chartered U.S. bank, plugged in before mainnet even went live. no token. no bridge. bitcoin stays on bitcoin L1.
Of course ethereum would use big endian. Jfc. They are gonna come up with some convoluted pqc format that we will all be cursed to support. @deanmlittle what is the least worst pqc signature format that would work with 4ktx?
South Korea's exports surged +41.9% YoY in March, the 2nd-highest in at least 2 years. This follows +49.3% in February and +14.0% in January, marking the strongest quarter since at least 2023.
More evidence that both legs of our K-shaped economy are experiencing strain [QT @GlobalMktObserv: ⚠️Credit card delinquencies are surging across all income groups: Low-income communities now face a ~8% delinquency rate, up from ~4% in 2021 and well above pre-pandemic levels of ~6.0%. Medium-income borrowers are at ~5.8%, also above the 2018-2019 levels of ~4.2%.]
NVIDIA has now open sourced their trtllmgen MoE kernels! Great to see that parts of NVIDIA move towards open kernels! open source kernels drive innovation It is now time for SemiAnalysis to nag NVIDIA to open source their trtllmgen attention kernels too!
Elon quietly decided to focus on image and video generation and is winning now. Just like Anthropic specialized to Claude code and started winning, this image gen dominance might be useful for computer use and reobotics very soon.
If you see something, say something - if any amateur astronomers have something strange they want us to take a look at, let me know! [QT @anduriltech: Pictured: Orion – 30,000 miles above Earth on the Artemis II mission – separating from the rocket's upper stage. Anduril now has over 400 telescopes around the globe. Advanced space sensing software provides real-time focal plane processing to identify & track objects.]
BREAKING: Oracle, the software company headquartered in Austin, Texas, has filed thousands of petitions for H-1B visas in the past two fiscal years, even as it lays off thousands of American workers as part of a broader organizational shift, per NationalToday
The US Interior Department said it's merging two oversight agencies to create a Marine Minerals Administration and move toward a "more modern, coordinated approach" to managing offshore resources, including critical minerals
Singapore wants to be a global gold hub. It has the vaults, the stability and the geopolitical tailwinds. The harder question is whether it can attract the trading activity to make the market truly shine.
STARGATE UAE: largest AI computing cluster outside US; Iran video: "Nothing is hidden from our sight, though hidden by Google"; location obscured on Google Maps
Please - not the datacenters [QT @AdameMedia: BREAKING: 🚨 IRAN THREATENS MASSIVE HIDDEN TARGET "Nothing is hidden from our sight, though hidden by Google." Iran just released a video about STARGATE UAE, set to be the largest AI computing cluster outside the U.S. which is hidden from Google Maps.]
The federal government on Thursday sued Connecticut, Arizona and Illinois, challenging their efforts to regulate prediction market operators such as Kalshi and Polymarket.
Of course ethereum would use big endian. Jfc. They are gonna come up with some convoluted pqc format that we will all be cursed to support. @deanmlittle what is the least worst pqc signature format that would work with 4ktx?
South Korea's exports surged +41.9% YoY in March, the 2nd-highest in at least 2 years. This follows +49.3% in February and +14.0% in January, marking the strongest quarter since at least 2023. The surge was driven by
H.8 Shows the Credit Machine Is Still Running But For The Wrong Reasons. Total assets rose from $23.8 trillion a year ago to $25.1 trillion by March 25. Deposits rose 5.8% and loans and leases 7.6%. But the composition is the story. Cash assets fell 9.9%
NVIDIA has now open sourced their trtllmgen MoE kernels! Great to see that parts of NVIDIA move towards open kernels! open source kernels drive innovation It is now time for SemiAnalysis to nag NVIDIA to open source their trtllmgen attention kernels too!
If you see something, say something - if any amateur astronomers have something strange they want us to take a look at, let me know! [Anduril now has over 400 telescopes around the globe. Advanced space sensing software provides real-time focal plane processing to identify & track objects.]
Shkreli has a great track track calling out bullshit so when he thinks something is promising it probably is because he's highly critical [Shkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister, but I think it's the belle of the ball."]
BREAKING: Oracle, the software company headquartered in Austin, Texas, has filed thousands of petitions for H-1B visas in the past two fiscal years, even as it lays off thousands of American workers as part of a broader organizational shift, per NationalToday
The US Interior Department said it's merging two oversight agencies to create a Marine Minerals Administration and move toward a "more modern, coordinated approach" to managing offshore resources, including critical minerals
In the land of sushi and ramen, Wall Street is betting millions on American burgers and fried chicken. Carlyle and Goldman Sachs see chains like KFC and Burger King having a larger presence in Japan.
The federal government on Thursday sued Connecticut, Arizona and Illinois, challenging their efforts to regulate prediction market operators such as Kalshi and Polymarket.
H.8 Shows the Credit Machine Is Still Running But For The Wrong Reasons. Total assets rose from $23.8 trillion a year ago to $25.1 trillion by March 25. Deposits rose 5.8% and loans and leases 7.6%. But the composition is the story. Cash assets fell 9.9% while Treasury and agency
Singapore wants to be a global gold hub. It has the vaults, the stability and the geopolitical tailwinds. The harder question is whether it can attract the trading activity to make the market truly shine.
Anthropic closing Claude Code harness to open-source alternatives; OpenClaw locked out; OpenClaw vs Claude Code = Android vs Apple analogy; locking accelerated by ~1 week per insider accounts
OpenClaw vs Claude Code is the new Android vs Apple [QT @steipete: woke up and my mentions are full of these. Both me and @davemorin tried to talk sense into Anthropic, best we managed was delaying this for a week. Funny how timings match up, first they copy some popular features into their closed harness, then they lock out open source.]
BREAKING: Oracle, the software company headquartered in Austin, Texas, has filed thousands of petitions for H-1B visas in the past two fiscal years, even as it lays off thousands of American workers as part of a broader organizational shift, per NationalToday
In the land of sushi and ramen, Wall Street is betting millions on American burgers and fried chicken. Carlyle and Goldman Sachs see chains like KFC and Burger King having a larger presence in Japan.
"This is clearly the week when the costs of the war are so exponentially larger than the benefits," David Brooks says. "Russia is now getting all this revenue. Iran is getting all this revenue. The European economy and the world economies are in crisis. NATO is in shreds."
Claude Code vs OpenClaw; Anthropic copied open-source features into closed harness then locked out open-source integrations; community pushback delayed action by one week
OpenClaw vs Claude Code is the new Android vs Apple [QT @steipete: woke up and my mentions are full of these. Both me and @davemorin tried to talk sense into Anthropic, best we managed was delaying this for a week. Funny how timings match up, first they copy some popular features into their closed harness, then they lock out open source.]
The AI boom is everywhere, but much of it is illusory, with money flowing between a few players who have yet to profit from it. If it is a bubble and it pops, the consequences for everyone may be dire
Telegram was banned in Russia — yet 50M+ Russians still use it daily via VPNs. The government has spent years trying to ban VPNs too. Their blocking attempts just triggered a massive banking failure — cash briefly became the only payment method nationwide.
"This is clearly the week when the costs of the war are so exponentially larger than the benefits," David Brooks says. "Russia is now getting all this revenue. Iran is getting all this revenue. The European economy and the world economies are in crisis. NATO is in shreds."
The AI boom is everywhere, but much of it is illusory, with money flowing between a few players who have yet to profit from it. If it is a bubble and it pops, the consequences for everyone may be dire
BREAKING: US Defense Secretary Pete Hegseth is reportedly 'paranoid' about losing his job, which Trump Admin officials say contributed to the firing of the US Army's top general on Thursday, per NY Post.
Telegram was banned in Russia — yet 50M+ Russians still use it daily via VPNs. The government has spent years trying to ban VPNs too. Their blocking attempts just triggered a massive banking failure — cash briefly became the only payment method nationwide.
The French government will offer loans of as much as €50,000 ($57,600) to small businesses that are the most exposed to rising fuel costs in transportation, fishing and agriculture
While I think what Anthropic does is sad for the ecosystem, I wanna give Boris credit for doing what he can to soften the fallout. Today's release will include some fixes for better cache use, to lower cost for API users.
The AI boom is everywhere, but much of it is illusory, with money flowing between a few players who have yet to profit from it. If it is a bubble and it pops, the consequences for everyone may be dire
normal claude: ~180 tokens for a web search task / caveman claude: ~45 tokens for the same task / "I executed the web search tool" = 8 tokens caveman version: "Tool work" = 2 tokens / every single grunt swap saves 6-10 tokens
President Donald Trump signs an executive order to regulate college sports permanently. From now on, college athletes can only play a maximum of 5 seasons in a 5-year window and players get a maximum of one transfer before graduation
Somalian President Hassan Sheikh Mohamud was unharmed after he and his entourage were subjected to a barrage of mortar shells in the southern city of Baidoa on Friday
The French government will offer loans of as much as €50,000 ($57,600) to small businesses that are the most exposed to rising fuel costs in transportation, fishing and agriculture
While I think what Anthropic does is sad for the ecosystem, I wanna give Boris credit for doing what he can to soften the fallout. Today's release will include some fixes for better cache use, to lower cost for API users.
Somalian President Hassan Sheikh Mohamud was unharmed after he and his entourage were subjected to a barrage of mortar shells in the southern city of Baidoa on Friday
President Donald Trump signs an executive order to regulate college sports permanently. From now on, college athletes can only play a maximum of 5 seasons in a 5-year window and players get a maximum of one transfer before graduation
The French government will offer loans of as much as €50,000 ($57,600) to small businesses that are the most exposed to rising fuel costs in transportation, fishing and agriculture
Who said prompt engineering was dead? [QT @om_patel5: I taught Claude to talk like a caveman to use 75% less tokens. normal claude: ~180 tokens for a web search task caveman claude: ~45 tokens for the same task "I executed the web search tool" = 8 tokens caveman version: "Tool work" = 2 tokens every single grunt swap saves 6-10 tokens]
India's Tata Steel received a demand for 17.55 billion rupees ($189 million) from the mining office of the state of Jharkhand, alleging excess coal extraction, the company said
Five European Union finance ministers called for a tax on windfall profits of energy companies amid rising fuel prices due to the Iran war, Reuters reported
Italian Prime Minister Giorgia Meloni arrived in Doha Saturday as part of a two-day diplomatic charm offensive meant to shore up ties with the Gulf and bolster energy supplies hit by the war in Iran
Russia said drone debris struck a foreign-flagged cargo vessel in the Azov Sea while Moscow's forces attacked several Ukrainian regions as the war showing no signs of slowing down
Five European Union finance ministers called for a tax on windfall profits of energy companies amid rising fuel prices due to the Iran war, Reuters reported
The French government will offer loans of as much as €50,000 ($57,600) to small businesses that are the most exposed to rising fuel costs in transportation, fishing and agriculture
Apple Research; Simple Self-Distillation; coding model post-training; no RL, no verifier, no stronger teacher model required; ablation confirms robustness
tfw you ablate ... checks notes ... literally everything, and it still works! [QT @BoWang87: Apple Research just published something really interesting about post-training of coding models. You don't need a better teacher. You don't need a verifier. You don't need RL. A model can just… train on its own outputs. And get dramatically better. Simple Self-Distillation]
India's Tata Steel received a demand for 17.55 billion rupees ($189 million) from the mining office of the state of Jharkhand, alleging excess coal extraction, the company said
Italian Prime Minister Giorgia Meloni arrived in Doha Saturday as part of a two-day diplomatic charm offensive meant to shore up ties with the Gulf and bolster energy supplies hit by the war in Iran
India is buying crude from Iran among other countries in order to navigate the current energy crisis, the country's oil ministry said, denying payment hurdles were impeding the purchases
The remarkable resilience of copper prices given what we're seeing across markets cannot be ignored. It's striking how the metal is evolving from a traditional cyclical gauge of economic activity to one increasingly driven by structural demand and a tightening supply backdrop.
India's Tata Steel received a demand for 17.55 billion rupees ($189 million) from the mining office of the state of Jharkhand, alleging excess coal extraction, the company said
Russia said drone debris struck a foreign-flagged cargo vessel in the Azov Sea while Moscow's forces attacked several Ukrainian regions as the war showing no signs of slowing down
Five European Union finance ministers called for a tax on windfall profits of energy companies amid rising fuel prices due to the Iran war, Reuters reported
Italian Prime Minister Giorgia Meloni arrived in Doha Saturday as part of a two-day diplomatic charm offensive meant to shore up ties with the Gulf and bolster energy supplies hit by the war in Iran
The remarkable resilience of copper prices given what we're seeing across markets cannot be ignored. It's striking how the metal is evolving from a traditional cyclical gauge of economic activity to one increasingly driven by structural demand and a tightening supply backdrop.
India's Tata Steel received a demand for 17.55 billion rupees ($189 million) from the mining office of the state of Jharkhand, alleging excess coal extraction, the company said
Howard is one of the GOATs … so i call egregious chart crime on whatever first year analyst gave him this chart. It's very enticing … and wrong. Perfect for X fodder.
Italian Prime Minister Giorgia Meloni arrived in Doha Saturday as part of a two-day diplomatic charm offensive meant to shore up ties with the Gulf and bolster energy supplies hit by the war in Iran
India is buying crude from Iran among other countries in order to navigate the current energy crisis, the country's oil ministry said, denying payment hurdles were impeding the purchases
The remarkable resilience of copper prices given what we're seeing across markets cannot be ignored. It's striking how the metal is evolving from a traditional cyclical gauge of economic activity to one increasingly driven by structural demand and a tightening supply backdrop.
Moving Wall Street's trading infrastructure onto blockchain-based systems could accelerate financial crises beyond regulators' ability to respond, the International Monetary Fund said
I agree this is a dumb move but it was easily foreseeable. I've been saying for half a year that all of our subscriptions are heavily, heavily subsidized and that the agent economy will be freaking incredible but freaking expensive too.
Suno just released a new model and I'm finding it to be a big shocking improvement where it's becoming very hard to detect the hints that it's AI music.
Howard is one of the GOATs … so i call egregious chart crime on whatever first year analyst gave him this chart. It's very enticing … and wrong. Perfect for X fodder. Howard Marks: "When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE!"
Russia's attempts to restrict the use of VPNs amid a clampdown on the Telegram messaging platform triggered the widespread banking outage seen across the country this week, the service's billionaire founder said
The remarkable resilience of copper prices given what we're seeing across markets cannot be ignored. It's striking how the metal is evolving from a traditional cyclical gauge of economic activity to one increasingly driven by structural demand and a tightening supply backdrop.
Moving Wall Street's trading infrastructure onto blockchain-based systems could accelerate financial crises beyond regulators' ability to respond, the International Monetary Fund said
Sanders on AI: We need to develop a sense of urgency of here. The economic impacts are going to be enormous. The impacts on our children will be enormous, and again, there is literally an existential threat to the existence of the human race.
BREAKING: Iran's Foreign Minister Araghchi says Iran's position on peace talks in Pakistan is being 'misrepresented by US media.' 'We are deeply grateful to Pakistan for its efforts and have never refused to go to Islamabad. What we care about are the terms of a conclusive and'
Moving Wall Street's trading infrastructure onto blockchain-based systems could accelerate financial crises beyond regulators' ability to respond, the International Monetary Fund said
Sanders on AI: We need to develop a sense of urgency of here. The economic impacts are going to be enormous. The impacts on our children will be enormous, and again, there is literally an existential threat to the existence of the human race.
"The German government has quietly enacted an amendment to its military service law that now requires all citizens between the ages of 17 and 45 to obtain special permission from the Bundeswehr, the German armed forces, before they can leave the country. This move is seen as a
hyperliquid is burning $526m/year in HYPE through market buys funded by $2.06m daily fees. zero token emissions. dydx raised $87m and spends $40m/year in incentives to generate 8x less volume. the fee economics aren't close.
Traffic through the vital Strait of Hormuz has been picking up in the past week, with the seven-day rolling average for transits on Friday reaching the highest since the war started
Moving Wall Street's trading infrastructure onto blockchain-based systems could accelerate financial crises beyond regulators' ability to respond, the International Monetary Fund said
Sanders on AI: We need to develop a sense of urgency of here. The economic impacts are going to be enormous. The impacts on our children will be enormous, and again, there is literally an existential threat to the existence of the human race.
AI has made Silicon Valley the centre of tech more than ever before. "I think the tech industry is more centralized in Silicon Valley than ever before. AI is driving that, with almost all of the top AI companies located in California within a small geographic area." @pmarca
BREAKING: The odds of the Democratic Party winning the US Senate in the 2026 Midterms rises to 52%, the highest level on record. On February 27th, the day before the Iran War began, Republicans had a 60% chance of winning the Senate.
The German government has quietly enacted an amendment to its military service law that now requires all citizens between the ages of 17 and 45 to obtain special permission from the Bundeswehr, the German armed forces, before they can leave the country. This move is seen as a
hyperliquid is burning $526m/year in HYPE through market buys funded by $2.06m daily fees. zero token emissions. dydx raised $87m and spends $40m/year in incentives to generate 8x less volume. the fee economics aren't close. but here's the part nobody's modeling: 40% of HYPE
Solv Protocol: $2.7M exploit March 2026, 100% user reimbursement from treasury within 48 hours; 5 security audits passed; vs Mango $114M socialized onto users, Drift $285M still in recovery negotiations
solv protocol ate a $2.7m exploit in march, reimbursed every user from treasury within 48 hours, passed 5 security audits, and shipped institutional staking tools by april. mango socialized $114m onto users. drift is still negotiating $285m in recovery. balancer shut down
Fertilizer prices have moved up to their highest levels since May 2022, rising 52% 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.
2026 YTD: -International Stocks > US Stocks -Small & Mid Caps > Large Caps -Value Stocks > Growth Stocks -Mag 7 names all in the Red The Reversal of Everything...
Will the oil price shock from the Iran war cause a recession this year? The odds are rising, and will rise further the longer the war persists, says portfolio manager @LanceRoberts
Anthropic shutting down OpenClaw may turn out to be a strategic blunder, or strategic genius. The OpenClaw community will be the determiner of whether it is A or B. It's an interesting moment in history. Personally I never bet against open source.
The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the [agent implements it]
NVIDIA JUST PAID OUT ITS $0.01 PER SHARE QUARTERLY DIVIDEND Jensen Huang currently owns 830,731,682 shares of Nvidia $NVDA stock That means Jensen just got a $8.3M check from Nvidia I just got a $1 dividend check We are not the same
hyperliquid is burning $526m/year in HYPE through market buys funded by $2.06m daily fees. zero token emissions. dydx raised $87m and spends $40m/year in incentives to generate 8x less volume. the fee economics aren't close. but here's the part nobody's modeling: 40% of HYPE
Moar [QT @SolanaSensei: Solana reached an ATH of 1,300 TPS last quarter!! Just look at this chart, the growth is sexy af. Let the facts speak for themselves]
Transatlantic airfares booked 21 days in advance up ~$200 avg vs. one month ago — Deutsche Bank analysis; long-haul routes hardest hit
航空燃油成本暴涨已直接转嫁至终端票价，消费者出行成本快速上升，航空公司盈利空间面临双重挤压。
US airfares are surging as the Iran war drives up fuel costs: Transatlantic airfares booked 21 days in advance are up ~$200 on average compared to a month ago, according to Deutsche Bank analysis. Some of the biggest increases are on long-haul routes, with San Francisco to
STRAIT OF HORMUZ TRACKER A total of 13 ships have crossed since Friday morning, with 10 exiting the Persian Gulf and three entering from the open seas, according to vessel-tracking data - Bloomberg
Andrej Karpathy公开分享其大量使用LLM构建个人研究知识库的实践，表示其近期token消耗已从代码操作大量转向知识整理，并发布"Idea File"方法论。
Karpathy: majority of recent token throughput shifting from code manipulation to knowledge base building; advocates sharing 'idea files' over sharing code/apps in LLM-agent era
LLM Knowledge Bases Something I'm finding very useful recently: using LLMs to build personal knowledge bases for various topics of research interest. In this way, a large fraction of my recent token throughput is going less into manipulating code, and more into manipulating
OpenClaw is not "shut down" but for all intents and purposes many people are going to have to switch off Anthropic models even though they spend $200 for Max plans
NVIDIA JUST PAID OUT ITS $0.01 PER SHARE QUARTERLY DIVIDEND Jensen Huang currently owns 830,731,682 shares of Nvidia $NVDA stock That means Jensen just got a $8.3M check from Nvidia
Ukraine expects Steve Witkoff, Jared Kushner (potentially Lindsey Graham) to lead US delegation to Kyiv for peace talks reboot — per Zelenskyy chief of staff
Ukraine expects top envoys Steve Witkoff and Jared Kushner to lead a US delegation to Kyiv this month, President Volodymyr Zelenskiy's chief of staff said
Solv Protocol: $2.7M exploit in March 2026; full reimbursement from treasury within 48h; 5 security audits passed; institutional staking tools shipped April. vs. Mango ($114M socialized onto users), Drift ($285M recovery still negotiating)
solv protocol ate a $2.7m exploit in march, reimbursed every user from treasury within 48 hours, passed 5 security audits, and shipped institutional staking tools by april. mango socialized $114m onto users. drift is still negotiating $285m in recovery. balancer shut down
The European Central Bank's next discussion will between increasing interest rates or holding them steady, according to Governing Council member Olaf Sleijpen.
OpenClaw is not "shut down" but for all intents and purposes many people are going to have to switch off Anthropic models even though they spend $200 for Max plans
NVIDIA JUST PAID OUT ITS $0.01 PER SHARE QUARTERLY DIVIDEND Jensen Huang currently owns 830,731,682 shares of Nvidia $NVDA stock That means Jensen just got a $8.3M check from Nvidia I just got a $1 dividend check We are not the same
The European Central Bank's next discussion will between increasing interest rates or holding them steady, according to Governing Council member Olaf Sleijpen.
Carloads excluding coal sound like a cleaner read on domestic industry, but AAR's own Freight Rail Index excludes both coal and grain and then adds intermodal for a reason. Grain is heavily driven by crop cycles and export swings, and AAR itself has pointed to unusually strong
The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the [agent builds it]. A large fraction of my recent token throughput is going less into manipulating code, and more into manipulating knowledge.
OpenClaw is not 'shut down' but for all intents and purposes many people are going to have to switch off Anthropic models even though they spend $200 for Max plans
chainlink's SVR captured $7.38m in MEV in a single week in february. 99%+ market share for oracle extractable value. that revenue split generated 34.4% of aave's total revenue that month. aave v4 just integrated SVR across 18 chains with $47b in deposits. every new chain
The European Central Bank's next discussion will between increasing interest rates or holding them steady, according to Governing Council member Olaf Sleijpen.
The Trump administration has rolled back support for many forms of clean energy. One exception is nuclear power. Trump wants to quadruple U.S. nuclear capacity by 2050, and a new generation of advanced reactors in development could signal the dawn of a new nuclear age.
$TMDX $RDDT $CRDO $MELI all trading at their lowest NTM ev/ebitda multiples ever... I think all 4 of these stocks are at least 2x higher within the next 2-3 years.
印度开始从伊朗直接买油，伊朗的油直接从战前的大幅折价干成了现在的大幅溢价。 [QT @sentdefender: India's Oil and Natural Gas Ministry has announced the purchase of both crude oil and liquefied petroleum gas from Iran amid the ongoing war in the Middle East and the blockage of the Strait of Hormuz, constituting the first purchase of energy products from Iran in several years]
Satellite startup Impulse Space is working with Anduril Industries Inc to develop space-based interceptor technology for President Donald Trump's planned Golden Dome missile defense shield, according to people familiar with the matter.
The Trump administration has rolled back support for many forms of clean energy. One exception is nuclear power. Trump wants to quadruple U.S. nuclear capacity by 2050, and a new generation of advanced reactors in development could signal the dawn of a new nuclear age.
$TMDX $RDDT $CRDO $MELI all trading at their lowest NTM ev/ebitda multiples ever... I think all 4 of these stocks are at least 2x higher within the next 2-3 years.
Something I've been thinking about - I am bullish on people (empowered by AI) increasing the visibility, legibility and accountability of their governments. Historically, it is the governments that act to make society legible (e.g. "Seeing like a state" is the common reference)
$TMDX $RDDT $CRDO $MELI all trading at their lowest NTM ev/ebitda multiples ever... I think all 4 of these stocks are at least 2x higher within the next 2-3 years.
Satellite startup Impulse Space is working with Anduril Industries Inc to develop space-based interceptor technology for President Donald Trump's planned Golden Dome missile defense shield, according to people familiar with the matter.
Michael Saylor公开宣布比特币的四年减半周期已经终结，当前价格由资本流和银行信贷驱动，BTC已成为"全球共识的数字资本"。
Saylor: 'The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin's growth trajectory. Bitcoin has won.'
North Korea: $100M spend for $300M prize; signing a tx can enable source code theft; Toly: 'Immutable open source with formal verification is the only real option'