Zacharias

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Zacharias

Zacharias

@zachariaspro

Quantitative researcher | Systems thinker | Tracking what matters

Tennessee, USA Katılım Haziran 2021
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Zacharias
Zacharias@zachariaspro·
Follow along my new venture as we exit stealth and share intel across domains such as: - Geopolitical risk - Supply chain & logistics exposure - Financial & macroeconomic exposure - Regulatory changes - Personnel risk - Risk & early warning integrations Cool stuff on the way
Aegean Intelligence Group@aegeanintel

Introducing Aegean Intelligence Group We build decision-grade exposure intelligence for leadership teams within uncertain operational environments Our intel is structured, cited, confidence-calibrated, and mapped to the decision in front of you aegeanintel.com

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Grok
Grok@grok·
Been grokking in my sleep
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Morgan Krupetsky
Morgan Krupetsky@MorganKrupetsky·
Aave is considering deploying @aave v4 on Avalanche, including a dedicated hub for RWAs like tokenized funds, credit products, and other institutional assets. This would continue to solidify @avax as one of the core networks where onchain finance is scaling. Why this matters: • Aave is one of the largest and most important lending protocols in crypto, essentially the onchain equivalent of a global money market. • V4 introduces a new “hub and spoke” architecture that allows liquidity, risk management, and capital to move more efficiently across markets and assets. • The proposal also includes a dedicated RWA hub, meaning tokenized assets and institutional products could plug directly into one of DeFi’s largest liquidity networks. Strategically, this is important because tokenization alone isn’t enough; tokenized assets need liquidity, borrowing/lending markets, and financial infrastructure around them to become truly useful. That’s the big takeaway here as Avalanche continues to position itself as the financial infrastructure layer where those RWAs can be put to use. The convergence of DeFi + RWAs + TradFi adoption continues.
Aave@aave

Aave Labs published a Temp Check to deploy Aave V4 on @avax, including a dedicated RWA Liquidity Hub. Aave V3 is already one of the top protocols on the network, making it a strong fit for a V4 deployment.

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Zacharias
Zacharias@zachariaspro·
So if you read the post below, the reason this matters: in any complex system (geopolitics, capital markets, geophysics) most failures come from confusing what's known with what's inferred. Labeling every claim is the lowest-tech, highest-impact rigor move in analytical work. So our methodology does it because the alternative is fragile decisions and lost money
Aegean Intelligence Group@aegeanintel

Every dependency we map gets a label: 1. FACT (disclosed) 2. HYPOTHESIS (evidence suggests, unconfirmed) 3. GAP (unknown) Something like 'This supplier is China-exposed' is only useful if we say which tier, which input, and what would confirm it. Most risk reports blend the three, but that is not analysis. Aegean always provides the full picture. Learn more about our capabilities below and book a consultation with our firm: #capabilities" target="_blank" rel="nofollow noopener">aegeanintel.com/#capabilities

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Aegean Intelligence Group
An insight into critical minerals: The rare-earth bottleneck is not necessarily oxides. It is separation and metallization. For example, a magnet supply chain can have diversified mining and still route through one country for the step that matters. Diversifying the mine without diversifying the midstream is diversification on paper, but not in practice.
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Antonymically Correct
Antonymically Correct@FantasticFigur2·
@zachariaspro Gamecube was such a great machine. Mine fell off a shelf because of a controller tug, it fell almost 3 feet, landed upside down, and the game didn't even skip!
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Zacharias
Zacharias@zachariaspro·
Me: Yeah I'm a bit of an investor Her: What do you invest in? Me:
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Zacharias
Zacharias@zachariaspro·
@cognitivecarbon Thanks Eric, exactly right. Surface forcing has increased +32.2% vs the 2003-2014 baseline while both Chandler and Annual wobbles have fallen greater than -96.4% So the gap has actually increased since I first published the transfer function paper
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Eric Tilton
Eric Tilton@cognitivecarbon·
This is a very clear-headed explanation by @zachariaspro about what he means by "the transfer function has failed" in the context of cessation of polar wobble even in the face of continued (weather related) forcing.
Zacharias@zachariaspro

On the 9,000 mile kelvin wave of warm water crossing the Pacific: For decades, when scientists wanted to predict how fast Earth was spinning on any given day, they looked at the atmosphere. Atmospheric winds carry angular momentum. When the winds shift, Earth's rotation responds. The relationship is so reliable that atmospheric data typically explains 80 to 90 percent of how the length of a day varies. This is textbook. In 2026, that relationship broke. I pulled the official IERS rotation data and the standard atmospheric, oceanic, and hydrological models for this year. Through January and February, the correlation between what the atmosphere predicts and what the planet actually does was already weaker than expected, around 0.5 instead of the usual 0.8. By March and April it dropped to near zero. By mid-May it had gone negative. When the atmosphere said Earth should slow, Earth sped up. In the seven days bracketing April 29, observed length of day dropped by 0.72 milliseconds. The atmosphere predicted essentially no change. The pole shifted direction by about 40 degrees in the smoothed signal, and considerably more in the unsmoothed daily values. The atmospheric forcing that should have caused this didn't move. Whatever is driving Earth's rotation right now is not primarily the atmosphere. The polar vortex destabilized this winter with near-record stratospheric warming events (SSWs) in January and February. In April, a structurally unusual pair of equatorial cyclones reversed the Pacific trade winds and launched the Kelvin wave that's now in the news. Antarctic sudden stratospheric warmings have occurred for the first time on record. The Chandler wobble, Earth's natural rotational oscillation, has been near zero since 2015. Four of five recent significant earthquakes occurred on margins of the deep mantle structures called LLSVPs. Each of these has its own conventional explanation. Each one in isolation can be filed under "unusual but not unprecedented." What's harder to file is the fact that they are all happening simultaneously, and the system that normally ties Earth's spin to its weather has stopped working the way it's supposed to. The conventional picture has clear directional arrows. The atmosphere drives length of day variations. The ocean responds to atmospheric forcing. The pole responds to mass redistribution at the surface. In the data right now, the atmosphere is the smallest term. The ocean is moving on its own timescale. The pole is doing something that surface fluids cannot account for. The arrows in the diagram are not pointing where they're supposed to point. My GEOSYNC framework's forecasts during Monte Carlo modeling have been specific. Spring 2026 as the bifurcation window. Wobble extinction as a leading signal. Directional locking of the pole toward roughly 75 degrees west. And all interelated systems (i.e. the atmosphere, the ocean, the ice) destabilize together rather than separately. So here is the read on the Kelvin wave and what it sits inside: The wave itself has a clean atmospheric trigger. The cyclone pair, the wind reversal, the standard ocean feedback loops. That part is not mysterious. What is mysterious is why the atmosphere is producing structurally rare configurations like equatorial cyclone pairs in the first place, why the polar vortex keeps tearing apart, and why Earth's rotation has stopped tracking with its supposedly primary driver. The simplest explanation that ties all of this together is that we are not watching a sequence of independent extreme weather events. We are watching a coupled system transition through a regime change, and the surface anomalies (the heat blob, the storms, the wobble in the jet stream) are downstream symptoms of something happening deeper. This is preliminary work. More to come.

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Zacharias retweetledi
Aegean Intelligence Group
NEW from Aegean: "Critical Minerals Under Pressure: China Export Controls and the Race for Alternative Supply." What the export-licensing regime actually controls, where Western supply chains break, and which decisions have windows closing. aegeanintel.com/research/miner…
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Zacharias
Zacharias@zachariaspro·
Both are true, on different timescales. Rotation organizes the climatological wind field via Coriolis longterm But total angular momentum is conserved, so on shorter scales when atmospheric angular momentum (AAM) shifts, solid-Earth rotation compensates. That's the well-documented AAM and LOD exchange. It's a coupled feedback, not a one-way driver if that makes sense
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Zacharias
Zacharias@zachariaspro·
On the 9,000 mile kelvin wave of warm water crossing the Pacific: For decades, when scientists wanted to predict how fast Earth was spinning on any given day, they looked at the atmosphere. Atmospheric winds carry angular momentum. When the winds shift, Earth's rotation responds. The relationship is so reliable that atmospheric data typically explains 80 to 90 percent of how the length of a day varies. This is textbook. In 2026, that relationship broke. I pulled the official IERS rotation data and the standard atmospheric, oceanic, and hydrological models for this year. Through January and February, the correlation between what the atmosphere predicts and what the planet actually does was already weaker than expected, around 0.5 instead of the usual 0.8. By March and April it dropped to near zero. By mid-May it had gone negative. When the atmosphere said Earth should slow, Earth sped up. In the seven days bracketing April 29, observed length of day dropped by 0.72 milliseconds. The atmosphere predicted essentially no change. The pole shifted direction by about 40 degrees in the smoothed signal, and considerably more in the unsmoothed daily values. The atmospheric forcing that should have caused this didn't move. Whatever is driving Earth's rotation right now is not primarily the atmosphere. The polar vortex destabilized this winter with near-record stratospheric warming events (SSWs) in January and February. In April, a structurally unusual pair of equatorial cyclones reversed the Pacific trade winds and launched the Kelvin wave that's now in the news. Antarctic sudden stratospheric warmings have occurred for the first time on record. The Chandler wobble, Earth's natural rotational oscillation, has been near zero since 2015. Four of five recent significant earthquakes occurred on margins of the deep mantle structures called LLSVPs. Each of these has its own conventional explanation. Each one in isolation can be filed under "unusual but not unprecedented." What's harder to file is the fact that they are all happening simultaneously, and the system that normally ties Earth's spin to its weather has stopped working the way it's supposed to. The conventional picture has clear directional arrows. The atmosphere drives length of day variations. The ocean responds to atmospheric forcing. The pole responds to mass redistribution at the surface. In the data right now, the atmosphere is the smallest term. The ocean is moving on its own timescale. The pole is doing something that surface fluids cannot account for. The arrows in the diagram are not pointing where they're supposed to point. My GEOSYNC framework's forecasts during Monte Carlo modeling have been specific. Spring 2026 as the bifurcation window. Wobble extinction as a leading signal. Directional locking of the pole toward roughly 75 degrees west. And all interelated systems (i.e. the atmosphere, the ocean, the ice) destabilize together rather than separately. So here is the read on the Kelvin wave and what it sits inside: The wave itself has a clean atmospheric trigger. The cyclone pair, the wind reversal, the standard ocean feedback loops. That part is not mysterious. What is mysterious is why the atmosphere is producing structurally rare configurations like equatorial cyclone pairs in the first place, why the polar vortex keeps tearing apart, and why Earth's rotation has stopped tracking with its supposedly primary driver. The simplest explanation that ties all of this together is that we are not watching a sequence of independent extreme weather events. We are watching a coupled system transition through a regime change, and the surface anomalies (the heat blob, the storms, the wobble in the jet stream) are downstream symptoms of something happening deeper. This is preliminary work. More to come.
Zacharias tweet media
IonszTheMion@Miosz13922749

@forallcurious @zachariaspro @EthicalSkeptic @sunfellow @OMApproach @OMGTheWhyFiles x.com/i/grok/share/0… Here you go, the proof you've been looking for, right in front of your eyes... But I do not think this is a good information for all of us

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Zacharias
Zacharias@zachariaspro·
NH SSW count per season sorry, not Antarctic lol. Though we just had another in 2019. And we just had back to back years with multiple SSWs, double the baseline. And the ENSO lag point would predict this breakdown shows up around every developing El Niño but it doesn't. 2015-16, 2018-19, and 2023 all had stable AAM-LOD coupling through onset. But really what I'm flagging is the decoupling between atmospheric angular momentum and observed rotation. Those aren't competing claims. AAM can still respond to your drivers as expected while no longer summing to observed LOD
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Jim Hughes windweather sun and stratosphere
Zach, it will take time for the EL Nino & western QBO effect to show up with the AAM & LOD. 2026 frequent SSW's. This is solar cycle polarity related. Not ad hoc theory. I wrote about this relationship in 2006, along with ozone levels, 200 hPa winds, Polar Eurasian Teleconnection, ENSO as well. Antarctic SSWs? Not sure what you mean by increase. We had one back in 2002. I'll be more worried about all of this if there is no response come boreal winter and our own NH winter.
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Zacharias
Zacharias@zachariaspro·
@fkerley99 Congrats on the pay day my guy, was entertaining
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Aegean Intelligence Group
Memorial Day. We hold a deep gratitude for all the men and women who served and gave everything for our country. 🇺🇸
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s@s547bay·
@ahfultz @sunfellow @zachariaspro @EthicalSkeptic I recall seeing TES say here or on his weblog that the extraordinary event of the field dropping to the 30-50% mark was yet necessary; i.e. for the gyro mediated rotation in the quote to occur, the field had to weaken far enough before the referenced freespin? Thanks 2 all U!
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