Second Leg Down Liquidity Provider

@MikeNellis He is simply unelecable.. like Kamala

If Vance doesn’t run, it’ll be because Peter Thiel is abandoning him for somebody else—keep an eye on that.

@EconstratPB Who needs a deal when u can have indefinite ceasefire

Do we have a deal yet? 😂

Insider reporting from an unnamed White House official says the Iran deal is “95% done.” The remaining 5% of negotiations are focused on Iran opening the Strait of Hormuz and turning over all nuclear material.

@saltydocEM Americans just dont like loosers.. war was a mistake, but it u already started the shit, then fucking finish the job..

Trump’s strategy here is to get such a good deal that Republicans lose the House and Senate and he gets impeached in January. People either don’t like him for starting the war or for not finishing what he started. Either this is the greatest bluff of all time or we might as well surrender on the USS Missouri to an even more radicalized IRGC.

@Based_Pizza He is going to get anally raped in the midterms anyways

For all the fucktards complaining about Trump possibly reaching a deal with Iran and calling it “surrender,” would you rather have 6 dollar gas and to get anally raped in the midterms?

@DrEliDavid Lol, His base will eat it up as greatest deal ever , worthy of Nobel Peace .

@citrinowicz If Mr Iran, Netanyahu was so serious, he should have sent boots on the ground..

It’s hard to overstate how deeply Netanyahu views this moment as a possible personal and political defeat. A U.S.–Iran agreement under Trump would be a major blow to him mainly diplomatically, but above all politically. For years, Netanyahu built his political identity around being “Mr. Iran,” the leader who insisted that only pressure, deterrence, and force could stop the Iranian regime. And now, after multiple rounds of operational successes but one resounding strategic failure, and after finally succeeding in drawing the United States into direct confrontation with Iran, he may be forced to accept an agreement that not only legitimizes the very regime he sought to weaken, but also exposes the collapse of his long-standing Iran doctrine. His approach was based on the belief that more pressure, more military power, and tighter coordination between Israel and the United States would eventually either force Iran into submission or destabilize the regime itself. Instead, the result has been a more radicalized, more resilient, and more dangerous Iran, one that even Washington now hesitates to confront militarily again. If this confrontation ends with an agreement, an even bigger strategic question emerges: what future American president would be willing to commit U.S. forces to another major Middle Eastern conflict after seeing the political and military costs of this one? Netanyahu had what may have been his greatest opportunity to prove his central strategic theory: that a close Israeli-American military partnership could fundamentally reshape Iran and perhaps even threaten the regime’s survival. By every indication, that assumption failed. Against this backdrop, reports of a tense conversation between Trump and Netanyahu become much easier to understand. They also help explain the extraordinary level of pressure now coming from Jerusalem, and the extent to which Netanyahu is trying to persuade, or pressure, the administration not to move toward a deal with Tehran. The bottom line is that a U.S.–Iran agreement would not only signal the failure of the military confrontation Netanyahu pushed for, but also the collapse of the broader strategic doctrine he has championed since entering Israeli politics, all on the eve of what could be the most critical election of his career. In that sense, the next Israel’s leadership need to learn the fundamental lessons of this war. More than ever, this conflict demonstrates the urgent need for Israel to develop a different long-term strategy for dealing with Iran and especially to understand the following: Israel’s confrontation with Iran will not bring normalization with the Arab world, nor will it resolve Israel’s most fundamental security challenges, first and foremost, the Palestinian issue. The belief that regime change in Iran would transform Israel’s position in the Middle East was always detached from reality. In fact, the consistent opposition of Gulf leaders and major Arab states to further escalation against Iran has demonstrated this repeatedly throughout the conflict. Israel will not be able to use the “Iran card” as a substitute for addressing the core political issues shaping the region. Anyone arguing that military confrontation with Iran alone can unlock normalization is mistaken and, more importantly, misleading others about the strategic reality of the Middle East. Because despite the undeniable tactical and operational achievements of the campaign, this failure may ultimately leave Israel facing a more dangerous strategic reality, one that has not fundamentally improved its position in the Middle East. #IranWar‌

@DiveBomb321 Witkoff is Jewish who's ansestors are most likely from Ukraine, Belarus l, or Lithuania.. Before fall of russian empire, jews were not allowed to live in territory of Russia proper.. he is just russian boot licker like trump because he loves russian money..

Steve Witcoff of Russian ancestry, calls Putin a friend and only visits Russia for Ukraine "negotiations".

@TidefallCapital Sorry.. that's not a credible source. Hasn't been in a very long time

@apsoccer76 michaeljburry.substack.com

"Moody’s found that the five major hyperscalers – Microsoft, Amazon, Alphabet, Meta, and Oracle – together have $662 billion off-balance sheet commitments already. GAAP accounting lets them hide it."

@DeItaone @DiveBomb321 "TOP Russian spy".. fixed it for you..

WHITE HOUSE FORCED TOP SPY GABBARD TO RESIGN, SAYS PERSON FAMILIAR WITH ISSUE

@Claudia_Sahm Look, he was just gunning for a chair job.. that is all .. deep down he knew, there was no reason to cut in January..

Reminder: Waller dissented in favor of a cut in January when the FOMC held rates steady. Now he's helping frame up a possible path to a hike. Underscores how much the economic backdrop has changed with the conflict in the Middle East.

"I am prepared to be patient in holding policy at its current restrictive setting as we watch how the conflict evolves and what impact there is on inflation and inflation expectations. If I believe inflation expectations start to become unanchored, I would not hesitate to support an increase in the target range for the federal funds rate." ~ Chris Waller federalreserve.gov/newsevents/spe…

@DeItaone LUHANSK is Ukraine..

PUTIN: UKRAINE COMMITTED TERRORIST ATTACK IN LUHANSK REGION PUTIN: UKRAINE HIT STUDENT DORMITORY OVERNIGHT

@DJ_CURFEW F U.. heartless cunt

Today we reduced headcount by 22%. The business is the strongest it's ever been. So I think it's important to be direct about what I'm seeing and why. First, I made this decision and I own it. I did it because the way to operate at the highest level of productivity is changing, and to win the future, ClickUp needs to change with it. Second, this wasn't about cutting costs. Most savings from this change will flow directly back into the people who stay. We'll be introducing million-dollar salary bands. If you create outsized impact using AI, you'll be paid outside of traditional bands. Most importantly, I have the deepest gratitude for those affected. We're doing this from a position of strength specifically so we can take care of people properly. Everyone affected receives a package aimed at honoring their contributions and easing the transition. I only see two options: wait for this to play out gradually in the market or be honest about what I'm seeing and act proactively. THE 100X ORGANIZATION The primary change is that we're restructuring around what I call 100x org. The goal is 100x output. The roles required to build at the highest level are fundamentally different than they were a year ago. Incremental improvements to existing systems won't get us there. We need new ones. That means creating enough disruption to rebuild rather than iterate on what's already broken. The common narrative is that AI makes everyone more productive. It doesn't. Many of the workflows of today, if left unchanged, create bottlenecks in AI systems. These roles will evolve. But waiting for that to happen naturally means falling behind now. The 100x org is actually heavily dependent on people - infinitely more than today. This is only possible with 10x people that have embraced and adopted new ways of working. THE BUILDERS, AGENT MANAGERS, AND FRONT-LINERS — THE BUILDERS: 10X ENGINEERS I don't think most companies have internalized what's actually happening with AI in engineering. The common narrative is that AI makes all engineers more productive. That may be true in isolation, but at an organization level - that is the farthest thing from reality. Here's what we've validated recently at ClickUp: the great engineers, the ones who can orchestrate, architect, and review, are becoming 100x engineers. They're not writing code. They're directing agents that write code. The skill is judgment. AI makes the best engineers wildly more productive, and everyone else using AI slows these engineers down. Think about it - the bottlenecks are (1) orchestration - telling AI what to do, and (2) reviewing - what AI did. Everything is leapfrogged and no longer needed. So who do you want orchestrating and reviewing code? And how do you want your best engineers to spend their time? If your best engineers are spending time reviewing other people's code, then this is inherently an inefficient bottleneck. These engineers can review their agent's code much faster than reviewing human code. The new world is about enabling your 10x engineers to become 100x. The wrong strategy is to push every engineer to use infinite tokens. Companies doing this are celebrating 500% more pull requests. But customer outcomes don't match the volume of code being generated. I call this the great reckoning of AI coding, and every company will face this soon if not already. More code is just another bottleneck to the best engineers, and ultimately to your company's impact as well. — THE BUILDERS: 10X PRODUCT MANAGERS Product management and design roles are merging. Designers that have customer focus, become more like product managers. And product managers that have intuition for UX become more like designers. The bottleneck of user research is gone. It takes us just one mention of an agent to kickoff research and analyze results. The bottleneck of product <> design iteration is also gone. The product builder iterates on their own, along with agents and skills that ensure alignment with quality and strategy. Also controversial today - I believe that the wrong strategy is to have your PMs shipping code - that just introduces another bottleneck that the best engineers will waste their time on. To be clear, PMs should be coding but they should do this in a playground to iterate, validate, and scope. That code should not go to production. Everything outside of managing systems, orchestrating AI, and reviewing output becomes a bottleneck. That's why the other roles that are critical along with these are the systems managers (to reduce bottlenecks) along with a bottleneck you can't replace - customer meeting time. — THE SYSTEM MANAGERS Ironically, the people that automate their jobs with AI will always have a job. They become owners of the AI systems - agent managers. We have many examples of these people at ClickUp. The underlying systems in which we operate are absolutely critical to get right. I think most companies are delusional to think they can iterate on existing systems and compete in this new world. You must create enough disruption so that old systems are deprecated entirely. If there's any definition for 'AI native' that's what it is. — THE FRONT-LINERS In a world that will become saturated with AI communication, the human touch will matter more than anything to customers. This is a bottleneck that you shouldn't replace - even when agents are high enough quality to do video meetings. One-on-one meeting time with customers is something that shouldn't be automated. The systems around the meetings should be - so that front-liners spend nearly 100% of their time with customers. REWARDING 100X IMPACT In a world where companies are able to do so much more with less, where does that excess money go? In our case, much of the savings in this new operating model will flow directly back to those that enabled it. We must reward people that create productivity accordingly. This aligns incentives on both sides. Plus, in a world where your best people create 100x impact, you can't afford to lose them. You should aim to retain these employees for decades. The context they have and their ability to efficiently orchestrate and review will be nearly impossible to replace. Compensation bands of today should be thrown out the door. We're introducing $1 million cash/year salary bands with a path available to nearly everyone in the company if they produce 100x impact by creating or managing AI systems. THE FUTURE Nearly every company will make changes like these. The ones that do it proactively will define what comes next. The future is not fewer people. It's different work, new roles, and better rewards for those who embrace it. We're already seeing entirely new roles emerge, like Agent Managers, that didn't exist a year ago. ClickUp is positioning to lead this shift, not just internally, but for our customers too. I've never been more certain about where we're headed.

@FurkanGozukara Who is the dude on the right?

Alex Jones drops a bombshell. He confirms Trump is floating the idea of canceling the 2028 elections to illegally stay in power. Marjorie Taylor Greene warns this is a calculated operation to normalize a dictatorship. She states the administration is violating the Constitution.

@Mike_Hunt_Sr They will just have to eat and wear AI tokens..

anything consumer related -130bps everything else +100bps lmao

@EconstratPB @BlacklionCTA You should be upping your 10y target from 4.75 to something higher then..

@BlacklionCTA Mkt will drag them kicking and screaming.

Doesn't sound like someone in a hurry to raise rates.

@DeItaone Thats a wrong thing to say.. gas prices up 60% since the start of the war

FED'S BARKIN: U.S. MAY BE 'SOMEWHAT IMMUNE' TO OIL-PRICE SHOCKS

@DeItaone 98% of Trumps statistics is made up on the spot..

TRUMP: WE KNOCKED OUT 98% OF IRAN MISSILE CAPACITY

@DeItaone Two more weeks.. indefinitely...

TRUMP: IRAN CONFLICT WILL END VERY SOON