Patience
10.4K posts


love seeing retired traders pivot to becoming furus instead of trading their own money
like what went wrong? why grift instead of just print with your own capital?
ive only been trading my own money in retirement for a year, but it’s not hard to make money trading if you’re a retired professional
no discord, substack, subscription, signal, telegram, etc. I just trade my own money, why sell anything?
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Bill Maher asks how the government is “failing the poor so badly” when he pays “60 PERCENT” of his earnings in taxes.
“Last week was tax day… I paid the government probably almost 60% of what I earn. That’s a lot.”
“And I… wouldn’t mind if Bernie Sanders would stop saying the rich don’t pay taxes.”
“The top 10% pay 72% of all federal income taxes. And the bottom half, 3%.”
“The Democratic Socialists talk about socialism like we don’t already have a lot: Social Security, unemployment, Medicare, nutritional assistance, Medicaid, Obamacare, disability, housing subsidies.”
“How can you be soaking the rich and failing the poor so badly? How can it be that the federal government alone took in over 5 trillion in taxes last year, and we still need that?”
“Are we really this incompetent and corrupt?”
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@fejau_inc @Dr_Gingerballs @santiagoroel Where would you send a hardware noob to get the basics on a buildout for this ( other than asking ai )
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- X clips dashboard to track the podcast clip performance for all 8 of our blockworks podcasts and how our clips perform
- Keyword analysis on X for what the main topics being discussed are to drive content strategy at Blockworks
- We’ve automated with AI about 80% of our workflows for our podcasts production
- Solid prep workflow I’ve created for episode prep for a podcast to be able to quickly understand and distill the ideas of a guest into a prep doc and better understand their key ideas and allow jumping off points to dig in further
- I’ve built a personal health dashboard that incorporates various silo’d API’s across Whoop, Apple Health, Strava, and some other things that I can aggregate into a single place and then cross reference for unique insights I couldn’t get when the data is isolated to each API
- I’ve built my own personal finance dashboard that is 1000x more useful than any paid once I’ve used since I can tailed it to myself and add things that are useful to me that wouldn’t be for a mega company to invest into since it’s too niche for them to bother to commit to
- I’ve integrated my interactive brokers live API so that I can create specific tooling using their data without having to use the god awful IBKR trade station
- Ability to easily backtest a ton of various trade ideas
- Experimenting with algo trading models on Hyperliquid for perp funding arbitrage on RWA’s listed there
Endless interesting things to experiment with if you come at it with a lens of actually wanting to experiment and not just ask a free model from a year ago a random question to try and test it :)
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@HFI_Research Looks even better now
app.hyperliquid.xyz/trade/xyz:BREN…
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@TheFlowHorse Type of rally that make you wanna quit your day job at the factory
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@yieldsearcher Or my line of thinking is in left field and in that case you can disregard
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appreciate it. Looks like I can’t DM, TLDR on my question I guess is - with equities shrugging off conflict narratives, does MOVE lower for longer make sense or is there a realistic catalyst for a reversal with a credit event or fed stuff? Seems like qrtly earnings also a non issue? Maybe something in missing that could bottom it?
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QQQ (white) vs MOVE (blue inverted)
Risk assets will go where bonds go.

Danny Dayan@DannyDayan5
The setup is now clear. It is impossible to be short stocks until/if bonds revolt. If Bonds price inflation and not hopes and dreams -> dollar strengthens -> stocks fall. Otherwise, forget about it. We're in an FCI regime now for cross asset portfolios.
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Nationalization of services lines has been a winning trade for me for the past 2y. My portfolio remains at ATH thanks to this thesis via "US Made, US owned" trades like $INTC, $ONDS, $UMAC, etc.
Just like semis & drones, Trump is nationalizing the space industry. Satellites, sensors, jet propulsion are all going to need to be US sourced for government/defense contracts.
Specifically FY2026 NDAA, signed into law on 12/18/24. It contains Sections 834 and 835 requiring DoD to "develop & begin implement strategies to end reliance on specified adversary nations for optical glass and optical systems, with elimination targeted by January 1, 2030."
You know who the direct beneficiary of this policy is?
$LPTH. I dont own enough.
TLDR: The FY2026 NDAA mandates that the DoD eliminate reliance on Chinese and adversary-nation optical glass and optical systems by 2030.
LightPath Technologies is the ONLY publicly traded, vertically integrated US manufacturer of germanium-free infrared optics and complete camera systems — positioning it as a critical-path supplier to EVERY major defense & space infrared program in the country, including SpaceX (see list below). 🍌


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