Pendulum

1.2K posts

Pendulum banner
Pendulum

Pendulum

@pendulumsinker

Remove the noise https://t.co/ViwqMpVnSP

가입일 Haziran 2024
428 팔로잉106 팔로워
고정된 트윗
Pendulum
Pendulum@pendulumsinker·
Despite all the apparent bullshiness in crypto I see everywhere, I have a much higher conviction that if NQ start correcting (not saying end of Bull) crypto will litteraly crash
English
0
1
3
553
Pendulum
Pendulum@pendulumsinker·
The biggest proof Trump went into Iran without a plan and is now way over his head is that he is lashing out on the timelines on a daily basis
English
0
0
0
4
Pendulum
Pendulum@pendulumsinker·
@YanzhongHuang @tylermacro10 Maybe the measurement itself is wrong? All prices in the US are much higher than in China for what is most of the times lower quality of goods.
English
1
0
4
132
Yanzhong Huang
Yanzhong Huang@YanzhongHuang·
China's churning out more goods than ever—EVs, solar, ships, exports booming—yet its GDP share of the global economy in nominal dollars keeps shrinking. Peaked ~18.5% in 2021 → now ~16.6%. If the trend holds, China won't catch up to (let alone surpass) the US economy by 2035. Big dent in the "rising superpower" narrative. wsj.com/world/china/be…
Yanzhong Huang tweet media
English
5
3
13
2.3K
david
david@sdav1986·
ouch trend followers seem like they took a little hit last week
English
3
0
13
1.3K
June Goh
June Goh@JuneGoh_Sparta·
Of course, I said this in jest. The truth is, all Iranian oil flows into China, and specifically, into the Chinese teapot (aka independent) refineries. If the oil was waiting on water before, it would have eventually flowed into the teapots at the right price. Furthermore, with Venezuela cargoes off limits since January, the teapots would have drawn down more on Iranian and Russian crude and fuel oil on floating storage. So seriously, if there are any extra Iranian oil left on water, who can buy it? And how would the payment be made to fulfil the promise that "Iran will have difficulty accessing any revenue generated by the move"? Maybe the teapots can optimize by selling it to China's state owned refineries if the margins to do so is better than outright running the crude themselves. But I think that's about the best it can go. Intra-China base case for me. Nett zero impact to the rest of the world. Pure conjecture on my end, but it really doesn't solve our big crude supply imbalance issue. Helpppppppppp...... #oott
June Goh@JuneGoh_Sparta

GO BUY SOME IRANIAN OIL NOW - STAT!!! (Deja vu moment with the Russian oil just 2 weeks ago) #oott

English
12
18
144
19.2K
Pendulum
Pendulum@pendulumsinker·
First I said their claim was silly so on that we agree. Second I have read quite a bit of your work; I think you're both more knowledgeable than me and mostly correct. But you're acting a bit like a Cassandra, we're not on the verge of a civilizational collapse. And I still don't agree that western civilization would collapse with the US becoming a smaller power.
English
0
0
0
6
🇦🇺Craig Tindale
@pendulumsinker western civilistion isnt a silly claim. Have you read any of my work? The entire world is on a precipice. If these galahs think they do any good for climate change, cause with their political radicalism, they are kidding themselves.
English
1
0
3
104
Pendulum
Pendulum@pendulumsinker·
He was right; I was wrong
English
0
0
0
5
Pendulum
Pendulum@pendulumsinker·
@Merridew__ The problem is that it will only make him more likely to resort to extremes to stay on power..
English
0
0
1
86
tphuang
tphuang@tphuang·
Unitree announced its 2025 results. Had revenue of 1.708B RMB (up 335% YoY0 & profit of 600m RMB (up 674%) It delivered > 5500 humanoid robot types in 2025 & invested bigly in WMA &VLA. It's looking to raise 4.2B RMB from IPO & use 85% of that for R&D. Looking to achieve 75k humanoid robot & 115k quadruped robot production.
tphuang tweet mediatphuang tweet media
English
3
25
163
39.7K
Agustin Lebron
Agustin Lebron@AgustinLebron3·
At this point, in 2026, applying to YC implies something fairly clear about how you expect to make money.
Agustin Lebron tweet media
Ryan@ohryansbelt

Delve, a YC-backed compliance startup that raised $32 million, has been accused of systematically faking SOC 2, ISO 27001, HIPAA, and GDPR compliance reports for hundreds of clients. According to a detailed Substack investigation by DeepDelver, a leaked Google spreadsheet containing links to hundreds of confidential draft audit reports revealed that Delve generates auditor conclusions before any auditor reviews evidence, uses the same template across 99.8% of reports, and relies on Indian certification mills operating through empty US shells instead of the "US-based CPA firms" they advertise. Here's the breakdown: > 493 out of 494 leaked SOC 2 reports allegedly contain identical boilerplate text, including the same grammatical errors and nonsensical sentences, with only a company name, logo, org chart, and signature swapped in > Auditor conclusions and test procedures are reportedly pre-written in draft reports before clients even provide their company description, which would violate AICPA independence rules requiring auditors to independently design tests and form conclusions > All 259 Type II reports claim zero security incidents, zero personnel changes, zero customer terminations, and zero cyber incidents during the observation period, with identical "unable to test" conclusions across every client > Delve's "US-based auditors" are actually Accorp and Gradient, described as Indian certification mills operating through US shell entities. 99%+ of clients reportedly went through one of these two firms over the past 6 months > The platform allegedly publishes fully populated trust pages claiming vulnerability scanning, pentesting, and data recovery simulations before any compliance work has been done > Delve pre-fabricates board meeting minutes, risk assessments, security incident simulations, and employee evidence that clients can adopt with a single click, according to the author > Most "integrations" are just containers for manual screenshots with no actual API connections. The author describes the platform as a "SOC 2 template pack with a thin SaaS wrapper" > When the leak was exposed, CEO Karun Kaushik emailed clients calling the allegations "falsified claims" from an "AI-generated email" and stated no sensitive data was accessed, while the reports themselves contained private signatures and confidential architecture diagrams > Companies relying on these reports could face criminal liability under HIPAA and fines up to 4% of global revenue under GDPR for compliance violations they believed were resolved > When clients threaten to leave, Delve reportedly pairs them with an external vCISO for manual off-platform work, which the author argues proves their own platform can't deliver real compliance > Delve's sales price dropped from $15,000 to $6,000 with ISO 27001 and a penetration test thrown in when a client mentioned considering a competitor

English
3
4
161
11.3K
Pendulum 리트윗함
Jostein Hauge
Jostein Hauge@haugejostein·
This is wild. People in *every single one* of the top US allies now think it's better to depend on China than the US. The global balance of power is clearly tilting away from the US and toward China.
Jostein Hauge tweet media
English
765
3.4K
8.8K
735.9K
psychosomatica
psychosomatica@Xenoimpulse·
the online right is a simulacra of politics, endless ragebait, portrayals of lives and products intertwining. buy this supplement. become orthodox for based points. tell people you're trad while you get fingered in the lobby of CPAC. none of it is real, only the presentation is.
English
6
27
160
4.5K
psychosomatica
psychosomatica@Xenoimpulse·
by and large most of these people never even believed in any of the things they said, the lifestyles they would slip on like a mask online, the religious affiliations they would pay lip service to, the politics they ostensibly subscribed to. it was all a vehicle for cynical grift
sean@_sn_n

any update on this

English
2
12
209
8.1K
Pendulum
Pendulum@pendulumsinker·
@vshih2 But China will not have to use force on Taiwan; they just have to wait for America to give up Taiwan when they have looted all their chips.
English
0
0
0
40
Pendulum
Pendulum@pendulumsinker·
@vshih2 They will play zero role, if Beijing one day decide to move on Taiwan; which I think is very unlikely they will politely tell Seoul and Tokyo we nuke you if you move and SK and Japan will stay put.
English
1
0
0
158
Victor Shih
Victor Shih@vshih2·
People are very focused on the role of Japan in the event of a Taiwan conflict scenario but I would say S Korea also could play an important role….
English
5
0
21
3.5K
Pendulum
Pendulum@pendulumsinker·
@thiccyth0t @SoskaKyle Gold has higher liquidity than most assets, probably part of the reason it was sold first
English
0
0
0
181
thiccy
thiccy@thiccyth0t·
@SoskaKyle overpositioned and low liquidity all around
English
2
0
61
3.3K
Kyle Soska
Kyle Soska@SoskaKyle·
Who has a thesis on why gold/silver are down, and what changed from the reasons that propelled them higher in the last year?
English
35
0
53
17.9K
Pendulum
Pendulum@pendulumsinker·
@xenocosmography Not addressing a single fact raised by Kent. Just dismissing everything as retard right. 0% sanity, 100% partisanship.
English
0
0
31
544
Pendulum
Pendulum@pendulumsinker·
@yieldchad That is not who his post his about though
English
1
0
0
43
yc
yc@yieldchad·
You are an actual fucking moron if you think Charlie Kirk was assassinated by the Jews or that Israel had anything to do with it. Seriously.
yc tweet media
English
4
0
3
488
Pendulum 리트윗함
thiccy
thiccy@thiccyth0t·
The only way markets stop this guy out of his trade is by sending prices to absurd levels, but nobody wants to defect early and be the sucker who misses a TACO. So every day we drift closer to the right tail all this financial engineering is trying to shove under the bed.
thiccy tweet media
English
20
30
401
50.3K