Brian Sadamoto 🐍

@thedarshakrana Great article! Well said.

BREAKING🚨 SEC DELAYS SHORT-SALE REPORTING DEADLINE ALL THE WAY TO 2028 This means Hedge Funds like Citadel are NOT REQUIRED TO REVEAL LARGE SHORT POSITIONS TO THE PUBLIC! WE NEED TRANSPARENCY, NOT WALL STREET PRIVILEGE… REPOST IF YOU AGREE 👍

@kakashiii111 Well said.

OpenAI is struggling to secure full funding for Stargate and is looking to cut costs under investor pressure — it seems they may turn to using Google’s chips. xAI has raised funds almost every quarter since its founding, but now appears to be struggling. Cash is drying up, and they raised only $3B instead of the targeted $5B — and only through debt at a 12.5% interest rate. X is losing money, and xAI is losing even more. This $3B will run out quickly. Meta realized that having the most chips in the world doesn’t guarantee the best model. They're now trying to acquire startups while also desperately seeking funds to build more data centers. Microsoft and other companies are already turning to AMD, which is significantly cheaper, while accelerating development of their own chips. Chinese companies are ramping up GPU smuggling and stockpiling. On the other hand, Huawei is likely just one or two years away from fully disrupting Nvidia and others. Once that happens, the Chinese government is expected to mandate the use of domestic chips across the board. And you’re still bidding Nvidia to infinity? That’s the Dot-Com bubble on 100x steroids. You can keep telling me I’m wrong — it’s been nearly three years — but remember: these things can take years before the FAFO moment hits. And when it does, it comes in waves, and you’ll look for help — but the lifeguard is nowhere to be found.

@HayekAndKeynes This was great. Well said.

BREAKING NOW 🚨 Elizabeth Warren was just caught by 𝕏 scamming her 5.6 million followers LET’S MAKE THIS VIRAL ON 𝕏

@frankoz95967943 Great thread

@LaPetiteADA Is that a chocolate fountain?

Dear #CardanoCommunity, $ADA's price is getting sweeter than #Swiss chocolate. 🇨🇭🍫 Have a great weekend! 😘🦋🍄 #Cardano #crypto #cryptocurrency

If Coinbase can build a L2 that satisfies their regulatory requirements Remind me why Cardano should spend time on L1 changes for regulatory ease? If you really cared about a regulatory-friendly layer on top of an agnostic protocol, you'd be pushing for a rollup-centric roadmap

I don’t care if you identify politically as right, left, middle, unicorn or one legged salamander… this shit is outrageous on so many levels that it’s difficult to even put in words. We are being intentionally played.

Since @garygensler won't abide by his own polices to "come in and talk”, the House GOP will hold him accountable. Today, as promised, our oversight of the @SECGov begins with a request for documents surrounding their interactions with @SBF_FTX, @FTX_Official, and @TheJusticeDept

@GoingParabolic Cock a doodle brew…

Wrong answers only.

@Mayhem4Markets This is a great read. Well thought out

Powell had a completely different tone yesterday during the FOMC press conference. 🕊️ Was there something making him nervous? 🤔 I think so! Check out my latest research on the Fed's apparent departure from a more aggressive tightening narrative. macrovisor.com/p/the-trouble-…

@pyquantnews This has my name on it. I have been focusing on the signal. Lol

Most algorithmic traders only focus on the trade signal. Then they wonder why they lose money. It's not the signal that's most important. It's the filter. Here are 9 of the most popular filters everyone should know (with Python code):

@alexvalaitis @OpenAI Great thread. Thanks

AI Jobs

@42MacroAware @42macro Happy new year! Looking forward to learning and improving on the process.

@ZeroHedge_ He could have at least hedged some of it.

Michael Saylor is a super smart guy. But he holds investments too long imo. Currently down more than $2B in unrealized losses. I imagine some nights is hard to sleep. This is not a dig. I just can’t fathom why you wouldn’t exit the start of a bear market, and enter next bull.

@WifeyAlpha Many thanks for the resource.

Did you know there is a shadow bank that oversees $21 TRILLION of the world's money? It has a dominating stake in every major S&P 500 company. It directs Trillions for the Fed, Central Banks, and Govt Treasuries. The global financial ecosystem is ruled by this ONE COMPANY.