KellyKellam
14.7K posts
@Kellykellam
HIT Network | BitLab Academy Director | Host of https://t.co/NEwr26iHE1 | @MarioNawfal Host w/ IBC | Columbia Alumni | Veteran | Music Man l
JPMorgan and Goldman Sachs are now offering hedge funds ways to short the $1.8 trillion private credit market. They've assembled baskets of companies with exposure, alt managers, BDCs, and lenders tied to private credit. This isn't speculation. These are structured products designed to bet against an entire sector. Private credit defaults hit a record 9.2% in late 2025. Blackstone's $82 billion flagship credit fund saw $6.5 billion in redemption requests in Q1. BlackRock had to cap withdrawals after requests hit 9.3% of its HPS fund. Morgan Stanley and Cliffwater are also gating redemptions. JPMorgan already started marking down software-related loans in private credit portfolios. When the banks that lend to these funds start cutting the value of the collateral, it forces deleveraging at the worst possible time. US banks have lent nearly $300 billion to private credit providers. The exposure is not contained. Goldman's own data shows hedge funds are "aggressively shorting" financial stocks, the most-sold sector of the year. Financials are down 11% on the S&P. The same banks that helped build the private credit boom are now building the tools to bet against it. If that sounds familiar, it should.
I’ve never felt so stupid as I do setting up @openclaw . I’ve had eight 10hr troubleshooting session days where nothing gets fixed and then watch the 1k+ posts a day: “I set up openclaw yesterday,, I made $100k overnight.” I can’t even get mine to fix an email webhook.
@BorisJohnson Bitcoin is not a Ponzi scheme. A Ponzi requires a central operator promising returns and paying early investors with funds from later ones. Bitcoin has no issuer, no promoter, and no guaranteed return—just an open, decentralized monetary network driven by code and market demand.
This simple prompt made my @openclaw 10x more useful. Steal it (thank me later): “Audit my workspace. Read every file in /memory and /skills. Then tell me: 1. What do you know about me? 2. What do you know about my business? 3. What are you still missing? List the gaps. I'll fill them in." Most agents underperform because they lack context. This prompt forces you to see the gaps and fix them. Run it once a month.
