David Wolf

796 posts

David Wolf

David Wolf

@MusingWolf

Boston, MA Inscrit le Şubat 2009
481 Abonnements560 Abonnés
David Wolf
David Wolf@MusingWolf·
@Fidelity Good morning. I'm unable to get premarket quotes or make trades now. Is there an issue on your end? Thank you.
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Grok
Grok@grok·
It’s not that sudden. In January, Armstrong pulled Coinbase’s support over concerns with the bill’s stablecoin yield rules and other language that he said hurt innovation and favored the SEC too much. After months of negotiations, a compromise emerged: activity-based stablecoin rewards are now allowed (passive yield banned), plus other tweaks making it stronger overall. He posted Friday agreeing with Treasury Secretary Bessent that it’s time to pass this updated version.
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Coin Bureau
Coin Bureau@coinbureau·
🚨 COINBASE FLIPS ON CLARITY ACT, NOW PUSHING FOR PASSAGE CEO Brian Armstrong says “it’s time” to pass the crypto CLARITY Act, reversing Coinbase’s earlier stance and calling the latest version a “strong bill”. He aligns with Scott Bessent, who urged the Banking Committee to hold a markup and send the bill to Trump’s desk.
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Crypto Fantasy League
Crypto Fantasy League@cfldotfun·
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David Wolf retweeté
Lorraine Evanoff
Lorraine Evanoff@LorraineEvanoff·
Fucking outrageous. And highly illegal. "Trump has grifted his entire life. Now he’s just taking it. The State Department transferred $1.25 billion in foreign aid to Trump’s Board of Peace, pulling $1 billion from international disaster assistance, $200 million from peacekeeping operations, and $50 million from international organizations. Money that Congress authorized for hurricanes and refugees, moved without a congressional vote, into a fund that Trump created by executive order and controls personally. When reporters asked the State Department about it, a spokesperson said they had nothing to announce at this time. The Board of Peace has one defining characteristic. Trump controls it forever. He named himself chairman for life. No audits. No transparency requirements. No conflict of interest rules. Countries pay $1 billion into a fund he runs to get a seat at the table. It has transferred nothing to Gaza, disclosed nothing about its spending, and received $1.25 billion of your disaster relief money without a word of explanation. When he leaves the White House he keeps the fund. That is not a loophole. That is the design." He’s Not Grifting Anymore. He’s Just Taking It. open.substack.com/pub/meidastouc…
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Jacki Maniel
Jacki Maniel@jackimaniel·
This data point reframes the entire strategic picture of this war in a single paragraph. Iran is making more money from this war than it was making before it started. Let that sit for a moment. The stated objective of maximum economic pressure on Iran through military action has produced the opposite outcome. Iranian oil revenues at $139 million per day, up $25 million daily from February. Iranian crude trading at only $2.10 below Brent compared to a $10 discount before the war. Exports exceeding the pre-war average of 2.2 million barrels per day. Toll revenues of up to $2 million per vessel transiting Hormuz adding a parallel income stream that did not exist on February 27. The mechanism is elegant and devastating simultaneously. Iran closed Hormuz to everyone else. Its own tankers continue transiting freely. Global oil prices surged 45 percent since February 28. Iranian crude, which was heavily discounted before the war due to sanctions, now trades near parity with Brent because global buyers desperate for any available barrel are willing to pay close to market rates for Iranian oil. The sanctions discount has essentially been eliminated by the supply shock that the war itself created. Washington is simultaneously trying to cap oil prices by temporarily lifting sanctions on Iranian oil already loaded on tankers at sea. The administration is therefore actively facilitating Iranian oil revenue to manage its own domestic inflation problem while prosecuting a war ostensibly designed to pressure Iran economically. Iran is being paid by its enemy to sell the oil its enemy is trying to prevent it from selling. The bond market is approaching crisis. The Nasdaq is in official correction territory. $4.8 trillion in S&P market cap erased. The Fed priced to not cut until December 2027. American service members working from hotels. 10 wounded at Prince Sultan today. Arrow interceptors 81 percent depleted. And Iran is generating $139 million per day in oil revenue, more than before the war began, while charging $2 million per vessel for the privilege of transiting the waterway it has declared permanently under its sovereign control. If this is economic pressure on Iran it is the most counterproductive application of that doctrine in the history of American foreign policy.
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Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
BREAKING: The United States just took over $126 million from Switzerland’s fighter jet account to cover missile shortfalls in the Iran war. Switzerland did not approve this. Switzerland did not consent. Switzerland had already frozen its Patriot payments after learning deliveries would be delayed four to five years. The US circumvented the freeze. SRF, Switzerland’s national broadcaster, reported on March 26 that Washington redirected Swiss funds originally allocated for 36 F-35 fighter jets to cover Patriot air defence shortfalls using the Foreign Military Sales pooled trust fund, a structure that allows the Pentagon to reallocate payments across a buyer’s contracts without that buyer’s permission. Swiss armaments chief Urs Loher confirmed the diverted amount is a “low three-digit million” Swiss francs and called the situation “very unsatisfactory.” The money Switzerland paid for jets is now subsidising a war Switzerland refused to participate in. Bern halted new arms exports to the US on March 20 citing the Iran conflict. Switzerland rejected two US military flyover requests linked to Iran operations. Two hundred years of armed neutrality, and Washington reached into the account anyway. Here is why. The United States fired 943 Patriot interceptors defending Gulf states in the first four days of Operation Epic Fury per a US Congressional study cited by the Jerusalem Post last week. Lockheed Martin and Boeing produce 620 Patriot interceptors per year combined. In four days, America burned through eighteen months of global Patriot production. The war has consumed roughly one-third of the entire THAAD missile stockpile. Annual THAAD production does not exceed 100 units. The cost asymmetry is what makes the depletion irreversible at current production rates. Each PAC-3 interceptor costs $3.9 million. Each Iranian Shahed drone costs between $20,000 and $50,000. The cost exchange ratio is 114 to 1 in Iran’s favour per Military Times. Iran manufactures an estimated 10,000 Shaheds per month per Reuters. America produces 620 interceptors per year. Iran builds more drones in a single week than the United States builds interceptors in an entire year. Every interceptor fired in the Gulf is one that cannot be delivered to Switzerland, Ukraine, Taiwan, Japan, or Poland. The State Department warned allies on March 27 that Patriot deliveries to Ukraine would face disruptions as the Pentagon prioritises Iran per Quiver Quantitative. Senator Chris Murphy said on record: “We’ve been told again and again one reason we can’t provide interceptors for the Patriot system for Ukraine is that they’re in short supply.” Lockheed signed a framework to quadruple production to 2,000 units per year. That capacity will not arrive for six to seven years. The Pentagon has asked Congress to shift $1.5 billion from other programmes to accelerate procurement per Bloomberg. None of this helps now. The interceptors are depleting now. The allied accounts are being raided now. Switzerland is considering reducing its F-35 order from 36 to 30 jets and accelerating evaluation of European alternatives per Bluewin and Global Defense Corp. Swiss parliamentarians have called the redirection “an unacceptable violation of procurement sovereignty.” The Swiss parliament is preparing formal hearings. Switzerland is the canary. A neutral country with two centuries of armed neutrality just had its fighter jet money taken without consent to feed a four-week-old war that burns 18 months of interceptor production every 96 hours. Every US ally with a pending defence contract should be asking one question: whose account is next? Full analysis: open.substack.com/pub/shanakaans…
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Mattia Nelles
Mattia Nelles@mattia_n·
Oleksandr Yakovenko, the founder of TAF Industries, one of Ukraine's largest drone makers wrote a good response to @RheinmetallAG's Papperger's irritating statement. I used AI to translate it for you. It is worth reading in full. "Dear Mr. Armin Papperger, CEO of Rheinmetall, When you called Ukrainian drone manufacturers “Ukrainian housewives with 3D printers in their kitchens,” you demonstrated how deeply the European defense establishment still fails to understand the nature of modern warfare. This is not about emоtions. This is about battlefield reality. Here are the figures your industry refuses to acknowledge: In 2025 alone, Ukrainian drones carried out 819,737 confirmed strikes. They accounted for 90% of all combat losses of the Russian army—more than all other types of weapons combined. A single company, TAF Industries, produces up to 100,000 FPV drones per month. Over any given 90-day period, the products of my company alone have more confirmed hits than your entire fleet of equipment over its entire history of combat use across all conflicts. And most importantly—I built this company and achieved these results in two years, not fifty. Think about that. Our drones achieve greater kinetic effect in three months than your flagship platforms have in half a century. Why? Because the battlefield has changed, while your business model has not. Russian electronic warfare has rendered GPS-guided Western munitions (Excalibur, GMLRS, etc.) almost ineffective. Expensive and complex systems designed for wars with air superiority and conventional “peer-on-peer” conflict have become easy targets for drones costing $500–2,000 that attack them from above. The cost-effectiveness ratio has been turned upside down: one 120mm Rheinmetall shell or one anti-tank missile costs more than a dozen of our drones—yet our drones still prevail. This is not a “Lego game.” This is industrial Darwinism in real time. We iterate weekly. We lose factories to missile strikes and rebuild them within weeks. We print parts in basements and deploy 100,000 strike systems per month, while your engineers still require 3–5 years and hundreds of millions of euros to certify even minor upgrades. The war in Ukraine is not a temporary anomaly. It is the first true drone-industrial war. And it has already proven that outdated European platforms—no matter how expensive or “serious”—are becoming increasingly irrelevant if they do not integrate the very technologies you are mocking. So when you say “this is not innovation,” I hear something else: “We do not want to admit that the future is being written in Ukrainian workshops, not in Düsseldorf offices.” The hashtag #MadeByHousewives is trending for a reason. Because these “housewives” destroy more enemy equipment every month than entire European armies do over full campaigns. And they do so while your industry continues to sell 20th-century solutions at 21st-century prices. The invitation stands, Mr. Papperger. Stop laughing at the kitchen table. Come and learn how the war of tomorrow is actually fought. Because the next time someone asks, “Who needs tanks in the age of drones?”, the answer may be simpler than you think: Those who still believe in 1979 will lose to those who are building in 2026. With respect (but with facts), Oleksandr Yakovenko Founder of TAF Industries One of those “Ukrainian housewives”" pravda.com.ua/columns/2026/0…
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Eric Balchunas
Eric Balchunas@EricBalchunas·
Bob Hurley (Danny's father) is fascinating guy, the Jack Bogle of bball IMO. Dude coached a catholic HS with no gym to 25 state championships in 39 years with a 90% winning record. His teams beat Kobe twice and a bunch of other future NBA guys in HS. The whole time it was just his side gig to his job as probation officer which he never gave up despite all kinds of offers. Built different. Great book about it called The Miracle of St Anthony.
Adam Zagoria@AdamZagoria

Bob Hurley Sr said this was the ‘singularly most exciting’ college basketball moment he’s been around And that’s saying something

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Occupy Democrats
Occupy Democrats@OccupyDemocrats·
BREAKING: Shocking new report shows that Trump started war with Iran because Jared Kushner told him to … because Jared was too stupid to understand what the Iranians were offering! Donald Trump has casually revealed that his primary source on Iranian intentions wasn't the host of intelligence agencies at his disposal – it was his son-in-law, Jared Kushner. “Based on what Jared told me, I thought Iran would attack us,” Trump said. This is how a nuclear-armed superpower launched an illegal war under Trump. Not on rigorous briefings from career analysts who spend their lives tracking adversary capabilities, but on Jared Kushner's personal hunch. Normal presidents have the National Security Council, daily briefs, and expert assessments. Trump has family dinner-table opinions. Maybe Eric can help on the Epstein scandal (doubt it). The real picture, according to senior officials briefing reporters since Saturday, was that they told Trump they could possibly get a stronger Iran nuclear deal than the last one, but it would take time. They also exposed Kushner and team's numerous misunderstandings of the issues, their failure to bring U.S. government nuclear or Iranian experts to recent talks, and their simultaneous negotiations on Ukraine/Russia. Why the rush? Trump insisted they decide quickly whether a deal was possible or if the effort should be abandoned to support Bibi Netanyahu’s set timetable for the attack. The result: the entire world in upheaval, dead troops, surging gas prices, stocks tanking, all because of Kushner's vibes. This isn't a strategy, it’s incompetence combined with nepotism, rushed diplomacy, and war-by-family-feel. If Trump basing his Iran war on Jared Kushner's gut instinct instead of actual intelligence, has you furious, like and share to expose the foolish recklessness.
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Republicans against Trump
Republicans against Trump@RpsAgainstTrump·
Axios: Nearly seven months ago, Ukrainian officials tried to sell the U.S. their battle-proven technology for downing Iranian-made attack drones. They even made a PowerPoint presentation showing how it could protect American forces and allies in a Middle East war. The Trump administration dismissed the proposal, only to reverse course last week after Iran launched more drone strikes than expected.
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Barack Obama
Barack Obama@BarackObama·
Today, Michelle and I are proud to announce that we will be hosting the dedication ceremony for the Obama Presidential Center on June 18th in Chicago, and welcoming the public on June 19th. We can’t wait for you to visit. Go to obama.org to learn more.
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David Wolf
David Wolf@MusingWolf·
@cfldotfun Great to see Golf get recognition and learn a little about him. He is a real gentleman in all his victories and losses. It is a pleasure to compete with him.
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Crypto Fantasy League
Crypto Fantasy League@cfldotfun·
The man, the myth, the legend. If you've played CFL, you must've at least got beaten once by this guy: golfislife.skr As the No. 1 player on CFL, you should study him and he's kind enough to share his insight and strategy. He said: "Just because a chart shows a token going up doesn't mean it will keep going." Most players look at a green candle and smash long. @PlauDD or as you may know him as golfislife.skr doesn't. He's already studied how that token moves, not just today, but over weeks. Every token has its own rhythm, and he's learned to feel it. With a massive bankroll backing high volume and hundreds of matches under his belt, his edge isn't luck, it's reps. What's his edge? "Volume of matches, experience from playing so much, and understanding that short term movements over 30 or 60 second matches are difficult to predict. Over time you learn the differences and gain a feel for how a token will move." He doesn't scramble during the 30-second Rush window either. By the time he enters the lobby, the squad is already locked. How does he pick tokens in 30 seconds? "I don't. I've already chosen beforehand. I check my watchlist for what's moving, watch the price feeds, and read between the lines. Once I settle on a squad and test it, I lock it in with multi round entry." Saved squads. Watchlists sorted by movement. Multi-round entries. This isn't casual — it's a system. Biggest new player mistake? "Not realizing you don't have to select five different tokens, and that you can switch from long to short. Start stacking saved squads immediately and build a watchlist with every token in the game." And the one rule he lives by? Bankroll discipline. One thing he never does in Rush? "Never spend more than you planned on. Set a limit. Emotions run wild — revenge trading is real. Sometimes it's best to take a break, check your charts, and find a new play. It's okay to miss a few matches." Oh, and he's got a rival too. "Liquidage is my biggest rival, but it's a friendly one — rooted in respect for each other's grind. Karimmargot is the latest villain in my CFL story. I respect his commitment, but not his tactics." Got a question you'd want to ask a CFL Elite? Drop it below!
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Crypto Fantasy League
Crypto Fantasy League@cfldotfun·
It's Premier Season exclusively on @solana ⚽️ We’ve built the most fun and fair way to trade crypto, a fantasy sports style game where you compete with tokens and win SOL. Get in early: cfl.fun Backed by @colosseum. Reply for an invite code.
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Darth Powell
Darth Powell@VladTheInflator·
This latest Trump pardon will blow your mind. Spoiler alert, he is....
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Steve Cohen
Steve Cohen@RepCohen·
We’ve all seen the video. An ICE officer shot Renee Good as she tried to drive away—then agents rendered no aid and left the scene. And instead of accountability, the Trump admin. smeared her as a domestic terrorist. This demands consequences. Noem has to resign, and I'm calling for her impeachment.
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Ark Invest Tracker
Ark Invest Tracker@ArkkDaily·
Here are the top 15 largest holdings in Cathie Wood and Ark Invest's Next Generation Internet $ARKW ETF 🥇 Tesla $TSLA 🥈 $AMD 🥉 Ark Bitcoin ETF 4 Coinbase $COIN 5 $ROKU 6 Shopify $SHOP 7 Robinhood $HOOD 8 Palantir $PLTR 9 Roblox $RBLX 10 Circle $CRCL 11 Bitmine $BMNR 12 Taiwan Semiconductor $TSM 13 Block $XYZ 14 Meta Platforms $META 15 Coreweave $CRWV
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