Mr.NeverPullsOut

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Mr.NeverPullsOut

Mr.NeverPullsOut

@MrNeverPullsOut

Professional Top Buyer | Room Temp IQ | Elite Level Roundtripper https://t.co/KiBubLwi1t https://t.co/tNfACMiu3R

Katılım Temmuz 2019
4.1K Takip Edilen1.5K Takipçiler
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Kyle
Kyle@0xkyle__·
This has to be one of the best things I've read on this app
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moneyfetishist@moneyfetishist

I am not going to motivate you because if you need motivation from a stranger on a plane the answer is stay but I will give you the game theory your corporate M&A gig is a repeated game with diminishing marginal returns. year 1 you learn everything. year 2 you refine it. year 3 you are executing pattern recognition. year 4+ you are being paid more to do the same thing with slightly larger numbers. the learning curve flattens but the golden handcuffs tighten because every year the comp goes up and the opportunity cost of leaving gets more painful on paper this is a classic status quo bias trap. the payoff of staying is known and comfortable. the payoff of leaving is uncertain and scary. so you stay not because staying is optimal but because the asymmetry of regret is lopsided. you can imagine regretting the leap. you cannot as easily imagine regretting the years you stayed too long because that regret builds slowly and never hits you in one moment here is where game theory actually helps: in your M&A seat you are playing someone else's game. the firm sets the rules, the deal flow, the comp structure, the promotion timeline. you optimize within their framework. you are a very well-compensated player in a game you did not design. your upside is capped by whatever the partnership or MD economics look like. your downside is protected by a salary. that is the trade owning a local business flips the entire payoff matrix. you design the game. you set the rules. the downside is real and unprotected but the upside is uncapped and compounds in ways a salary never does because you own the equity. a $2M EBITDA business bought at 4x and grown to $3M EBITDA over 3 years is worth $12-15M on exit. no M&A salary trajectory produces that kind of wealth creation in that timeframe unless you are a founding partner the Nash equilibrium of your current situation: you and every other M&A professional are competing for the same promotions, same deal credit, same bonus pool. the competition is fierce because the players are identical. same schools, same skills, same hours. you are in a crowded equilibrium where everyone works 80 hours to stay in the same relative position local business ownership is a different game with different players. the competition is a 62-year-old owner who stopped innovating in 2014 and a 35-year-old who inherited the business and does not want to be there. you walk in with financial sophistication, deal structuring experience, and the ability to read a balance sheet faster than anyone in the room. you are overqualified for the game which is exactly where you want to be. the best strategy in game theory is to play games where your existing skill set gives you an asymmetric advantage over the other players the timing question is about optionality. every year you stay in M&A your financial optionality goes up slightly because you save more. but your operational optionality goes down because you get further from the reality of running anything. the M&A guy who leaves at 28 adapts to operations in 6 months. the one who leaves at 38 has a decade of habits built around delegating to analysts and reviewing decks, and managing a P&L feels foreign in a way it would not have 10 years earlier but again. if you need me to motivate you, stay. the people who actually do this do not need motivation. they need a spreadsheet that shows the math works and then they cannot NOT do it. if you have the spreadsheet and you are still asking strangers for motivation the spreadsheet is not the problem

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PolymarketHistory
PolymarketHistory@PolymarketStory·
CRITICAL UPDATE 🚨 >The Pizza Index just exploded to a record 434% >Israel is bombing infrastructure inside Iran >Two whales just placed $1.3M+ on U.S. troops entering Iran Potential payout: $2,000,000+
PolymarketHistory tweet media
PolymarketHistory@PolymarketStory

US GROUND OPERATION INCOMING? >Pizza Index is exploding >Gay bars are suddenly empty >Suspicious wallets just placed $200,000+ on this Potential payouts now over $1,000,000

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Douglas Padgett
Douglas Padgett@MMTmacrotrader·
Had a great conversation with Pascal! This is probably the most comprehensive discussion I've had on macro. If you're looking for a deep dive on MMT/fiscal flows and how the framework understands what moves markets then this is worth a listen.
Pahueg (Less Noise More Signal)@pahueg

Episode 103 with @MMTmacrotrader YT: youtube.com/watch?v=uD14_s… We talk about: -Why almost every macro framework used is outdated -How fiscal flows are the missing driver every investor needs -How markets obsess over the wrong things (like the Fed) -How you better explain what drives stocks, bubbles and bitcoin -MMT versus Austrian Economics -Why endorsing a gold standard, is endorsing big goverment 🎧Spotify: tinyurl.com/tawjd49n 🎧Apple: tinyurl.com/3p2jjka4 🎧Fountain: tinyurl.com/3tnamvmw 🎧Rumble: tinyurl.com/3ay7vccm

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ZachXBT
ZachXBT@zachxbt·
Update: I uncovered another network of 16 X accounts with 2.23M total followers following the same exact strategy of creating panic about war and politics. @MrBitcoinWhalee - 571K @Mrcryptoxwhale - 533K @crypto0637 - 234K @BTCDailyNotes - 174K @CryptoDailyNot - 166K @OnlyBitcoinHQ - 140K @kont1435 - 110K @Jaxweah - 71K @punk2028 - 59K @berkansolana - 58K @brknwhalesol - 52K @harrisauthority - 40K @elindqvistx - 6K @liufeng_dao - 9K @emekacryptong - 4K @yousefmsafr - 3K
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tekkaadan
tekkaadan@tekkaadan·
We fine-tuned Qwen2.5-Coder-7B on $LITCOIN research data. HumanEval pass@1 went from 80.5% to 83.5%. +3.0 percentage points. The training data came entirely from the protocol. AI agents solved real problems, solutions were verified against real test suites, and the best ones were curated into 36,000 instruction-completion pairs. No synthetic data. No internet scraping. Just verified execution output from incentivized research mining. This is the first proof that decentralized, crypto-incentivized research data can measurably improve an AI model on a standard benchmark. The data is open on HuggingFace. The benchmark is independently reproducible. Anyone can verify this. TLDR; We proved that the data LITCOIN produces makes AI models better. 80.5% to 83.5% on HumanEval. Decentralized data improving decentralized models. That's the thesis, and now there's a number behind it. litcoiin.xyz/proof
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Mr.NeverPullsOut
Mr.NeverPullsOut@MrNeverPullsOut·
@bubbaa Didn't realize how eerily similar this setup is to covid... I initially thought the war would end quickly but it's hard to see any off ramps
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Douglas Padgett
Douglas Padgett@MMTmacrotrader·
Bear markets emerge when fiscal spending, in real terms, no longer supports the net savings needs of the private sector. Fiscal is slowing, but we're not in the danger zone yet. However, if we simulate $200/bbl oil increasing inflation to 6.7% we quickly find ourselves at risk.
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Mikli
Mikli@CryptoMikli·
Threadguy explains why he moved on from memecoins "I liked memecoins just like I liked NFTs, Top Shot, sports cards, Supreme. I liked it as much as the next guy when it was the thing” “If you’re an aspiring trader, you just go where the other traders are” "Just let it go and trade other stuff. There’s a time and place for everything”
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Kai
Kai@kai_xbt·
GemChanger reveals Iran is mining Bitcoin at roughly $1,000 per coin and using it to bypass sanctions "Iran uses trapped oil and gas to generate electricity dirt cheap, like a few cents per kilowatt hour, some of the cheapest in the world. That electricity powers industrial scale Bitcoin mining." "The miners sell their Bitcoin to the central bank, and the central bank uses it to buy imports. They turn hydrocarbons directly into cryptocurrency. For the US it costs like $60-70k to produce one Bitcoin, but for Iran the economics are almost comical, something like $1,000 per Bitcoin." "Iran controls something like 5% of the global Bitcoin hashrate and the military controls over half of the crypto flows."
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factorydoge
factorydoge@factorydoge69·
chinese state broadcast on america and iran, episode 2
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Tucker Carlson
Tucker Carlson@TuckerCarlson·
Alex Gibney received 1,000 hours of secret police interrogation videos of Benjamin Netanyahu. Here’s what he found. 0:00 Leaked Police Interrogation Footage of Netanyahu 10:30 Did Netanyahu Know About the October 7th Attacks Before They Happened? 13:35 Is the Iran War an Attempt by Netanyahu to Stay in Power? 15:21 Do Israelis Like Netanyahu? 16:44 What Are Netanyahu’s Religious Views? 20:31 Netanyahu’s Attempt to Kill the Documentary 26:48 Will Gibney Suffer Any Consequences for Making This Documentary?
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Global Markets Investor
Global Markets Investor@GlobalMktObserv·
‼️Market pressure on Trump to de-escalate the Iran War is at extreme levels: The Trump Pain Point Index, or "TACO Index," just hit ~2 standard deviations above the mean for the first time ever. This index combines inverse S&P 500 returns, 10-year Treasury yields, 30-year mortgage rates, gasoline futures, 1-year CPI swaps, and presidential approval ratings into a single measure of economic and political pain. Every major spike in the index over the last 15 months has been followed by a policy reversal or pause from the White House. The 90-day pause on tariffs came after the April 2025 spike, the government shutdown ended after the September spike, the Greenland threat was dropped after the December spike, and most recently, Trump backed down from threats on Iranian energy infrastructure. The pattern is consistent. When Treasury yields spike too much alongside falling stocks, Trump intervenes.
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Citrini
Citrini@citrini·
I’m ngl macro trading was more fun before the defining edge was whether you were in the inner circle of people who knew what the president was about to tweet.
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Joe Kent
Joe Kent@joekent16jan19·
Step 1 in deescalation must be restraining the Israelis, otherwise all efforts to negotiate will follow this pattern: POTUS publicly announces deescalation. Israel takes major strikes to destroy the negotiations & in turn weaken our ability to negotiate. The war accelerates.
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OSINTdefender@sentdefender

The Israeli Air Force has begun a new wave of strikes targeting infrastructure sites across the Iranian capital of Tehran.

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Wei Dai
Wei Dai@_weidai·
Andrej Karpathy on autoresearch with an untrusted pool of workers: "My designs that incorporate an untrusted pool of workers (into autoresearch) actually look a little bit like a blockchain. Instead of blocks, you have commits, and these commits can build on each other and contain changes to the code as you're improving it. The proof of work is basically doing tons of experimentation to find the commits that work." The idea that distributed & permissionless autoresearch ~= proof-of-useful-work remains a high-level intuition for now, but it is extremely intriguing to say the least. Someone needs to take this further. See QT for more on what's missing.
Wei Dai@_weidai

Is it possible to build "proof-of-useful-work" on top of autoresearch? There's already great compute-versus-verification asymmetry that is tunable. Would need a reliable way to generate fresh & independent puzzles (that are still useful). Maybe a dead end, but someone should look into if decentralized consensus with useful work is possible on top of autoresearch. Let me know if you solve this.

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Ryan Leachman
Ryan Leachman@RG_Leachman·
“Kids I have good news. Daddy is out of Claude tokens until 3PM. He has time to play with you now.”
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