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Only going to post video game stuff (for the most part) on bluesky going forward. Only thing Twitter has going for it for me is the finance scene. Game dev scene on blue sky is just leagues better
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Kyle Conway
653 posts
Kyle Conway
@DumbestLD
Systems Designer 2 at EA / Formerly: Chonky Raccoon Studios / I make things that don't do things do / All dumb views are my own / Video game takes on bluesky
Katılım Mart 2022
277 Takip Edilen72 Takipçiler
@TheStalwart Tell Claude bonus talks are coming and its stack ranking isn't looking too hot
Should resolve itself
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Running into my first issue where Claude Code is having trouble with something. Building a web app that loads (under certain, known conditions) way too slowly and haven’t cracked it yet. SWE jobs still safe.
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@Spac3Gh0s7_ Smoked a cigarette once in my life and can confirm it was very good and very cool
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Perfect day to start drinking again. Might pick up smoking too, what the hell.
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@moreproteinbars @DeepDishEnjoyer @cSchaez So lucky
Meanwhile we're subjected to the whims of a world leader who regularly uses all caps
What a life♥️time to go for a run so I don't lose my mind.
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@cSchaez @moreproteinbars believe it or not i took a breather from holding cl and kept a clean book because i was scared of more jawboning and saw some suspicious polymarket bets
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Iran: We can't trust the US they ambushed us the last time during talks
10 minutes later
Trump: A ONE MONTH CEASEFIRE WHERE WE TALK TERMS
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If keeping the strait closed (which the regime has to do) is a violation of the ceasefire (at least in the eyes of the US).
Maybe that's used as a further excuse to go in?
Just trying to wrap my mind around this "development"
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@colossus_cap Yeah feeling pretty comfy even with a full reversal (in brent primarily) so I'm not sweating it if things go back to normal (prefer it even).
Looking forward to a world where I don't have to stress markets every March/April because the world decided tweeting was a thing.
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@DumbestLD Would be nice. I have absolutely no idea what happens in that scenario. Think all bets are off
The correct approach has been to consider it a probable destination and not get caught off guard of it happens. Thankfully the market has given everyone ample time to prepare
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Kyle Conway retweetledi
If you are going to try to read the tea leaves of the current situation, it would be wise to avoid starting from the point of “US v Iran // good guys v bad”
Better to start from agnostic — with the understanding that each side is always seeking to be viewed as the “good guys”
Colossus Capital🗽@colossus_cap
Gun to my head -- there will be one more "ceasefire" announced later this week, then the troops go in
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@colossus_cap Yeah lol I don't think I'm going to get there myself.
Excited to find out the answers???
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@DumbestLD These are good questions but I have no answers unfortunately
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Pretty much.
Only thing that's asymmetric is Iran has time on its side with oil.
HFI Research@HFI_Research
Half truths: US says one thing. Israel says one thing. Iran says one thing. The game of chicken between the three will continue. The US is incentivized to manipulate oil down. Iran is incentivized to manipulate oil up. Fake news everywhere. Best advice: be skeptical.
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@colossus_cap And if they know that then troops on the ground/escalation must be the endpoint.
But then what does that endpoint due to alleviate the thing they're trying to suppress?
Ultimately just need to do more research my side. Wild ass time
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@colossus_cap One thing I wish I had a good market picture of is what happens if/when troops go in?
Do we flip with security stocks and strong dollar and treasuries reflect that flip so things are less scary market side?
With the severity of the lies they must know it'll stop working
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If the ceasefire is real this is a weird way to start it.
Saeed Jalili | سعید جلیلی@DrSaeedJalili
The one who once spoke of regime change and the fragmentation of Iran now hopes that someone in Iran will engage in dialogue with him; though this, too, is merely an attempt at deception.
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Given how big this announcement is supposed to be (Iran ceasefire) this is one of the weirdest/muted news cycles off the back of this.
I can't confirm this shit at all right now
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Looking back I should have been more clear here
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Kyle Conway@DumbestLD
"buddy move 10% already"
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@DeepDishEnjoyer I'll give them it's a rough day, but they're acting like we've been liquidated.
We're still up, you'd figure crypto peeps of all peeps would recognize that.
Nobody does roundtripping better.
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bears in shambles. it's time to pack it up based16z we're washed
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Of course managed to catch a couple hours of sleep finally and Trump does his bullshit.
Currently thankful for that but this week starting pretty much exactly how I thought it would.
Kyle Conway@DumbestLD
Expecting a pretty stressful week. We have about two weeks till things become embedded (depending on what happens in 24 hours). Until then, a sharp reversal is very possible. If things change have to pivot very quickly.
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