csking333

quick thoughts pre mkt Korea had a scare in the early morning when a policymaker floated the idea of redistribution of "gains" from the memory shortage beneficiaries like samsung and SK Hynix. IMO - This is why there is a valuation gap between KR, JP and US equities. Stock and equity holders do not share the same protections that they are afforded in the US. Aside from that, these comments are probably a first indication that while the AI roll out is indeed REAL. Governments may have to step in to equitise between the "haves" and "haves not". What that means is equity price down. Overall, i think positioning in memory and semis are very stretched. This doesnt necessarily mean they will go lower, only that if they do go lower, there will be a big unwind. Possible ideas - sell 1x3 put spreads?

Asia setting us up for what might be a gap down tomorrow NYO

@MadsPosting @ElishaDLong Convinced this how it’s done. Thinking about things just puts a time block in between idea and execution. May as well just jump straight to execution

Videogame technology is disrupting the real estate sector 🏡 📷 Scan a house 🪄 Train a 3D Gaussian splat 🌐 Publish to the web with @playcanvas Buyers can speedrun through property listings! 🏃 Try it for yourself on SuperSplat 🔗👇

/goal also lands in Codex CLI 0.128.0. Our take on the Ralph loop: keep a goal alive across turns. Don't stop until it's achieved. Built by my co-worker and OpenAI mentor Eric Traut, aka the Pyright guy. One of the GOATs I get to work with daily.

If you want to increase your surface area for luck, focus on producing proof of work. You will make yourself a bigger target for luck.

We hired a junior developer to write the simple code, so we don't have to spend a ton of money on tokens for those basic/primitive tasks

We rebuilt Kiyotaka for v4.0. Still 100% free to use for all chart enjoyers. This is the biggest product release we’ve shipped yet: a complete redesign, major UI/UX upgrades, new search, new chart types, better tooling, faster performance, new color themes, and a much improved execution interface. With more coming next week. But v4 is bigger than a feature drop. Kiyotaka now feels faster, clearer, and much more intentional to use. This marks a major turning point in how Kiyotaka works and where it’s going next.

One API across crypto, prediction markets, and order flow. Now open and free. Monitor odds, funding, toxic flow, and order book pressure from one place.

🇺🇸 JUST IN: SEC says certain crypto interfaces, including DeFi front-ends, wallet extensions, and apps, may operate without broker-dealer registration under conditions: • No custody of user funds (self-custodial only) • No investment advice or recommendations • No order routing or execution • Fixed, neutral fee structures only • No discretion over transactions or market activity

There's a physicist at Stanford named Safi Bahcall who modeled this exact principle and the math is wild. He calls it "phase transitions in human networks." When you're stationary, your probability of a lucky event is limited to your existing surface area: the people you already know, the places you already go, the ideas you've already been exposed to. Your opportunity window is fixed. When you move, your collision rate with new nodes in a network increases nonlinearly. Double your movement (new conversations, new cities, new projects) and your probability of a serendipitous encounter doesn't double. It roughly quadruples. Because each new node connects you to their entire network, not just to them. Richard Wiseman ran a 10-year study at the University of Hertfordshire tracking self-described "lucky" and "unlucky" people. The single biggest differentiator wasn't IQ, education, or family money. Lucky people scored significantly higher on one trait: openness to experience. They talked to strangers more, varied their routines more, and said yes to invitations at nearly twice the rate. The "unlucky" group followed the same routes, ate at the same restaurants, and talked to the same 5 people. Their networks were closed loops. No new inputs, no new collisions. Luck isn't random. Luck is surface area. And surface area is a function of movement. The lobster emoji is doing more work than most people realize. Lobsters grow by shedding their shell when it gets too tight. The growth requires a period of total vulnerability. No protection, no armor, soft body exposed to the ocean. That's the cost of movement nobody posts about. You have to be uncomfortable first. The new shell only hardens after you've already moved.

@om_patel5 The interface is cool, but the deeper shift is this: The best agent systems reduce supervision overhead. If you still have to constantly watch the dashboard, you have not really created leverage yet.

THIS GUY GOT TIRED OF MANAGING AI AGENTS THROUGH TERMINALS AND DASHBOARDS SO HE BUILT THEM AN RPG WORLD 5 agents and each one has a pixel character, a station, and they actually walk around the space when enough unresolved issues pile up, the agents walk to a meeting point and hold a council session. four different models debating what to do next, not scripted. each one reads the live system state independently. in one session an agent pushed for cold outreach to close leads at 2am. another one said that's a terrible look for an autonomous system contacting strangers while the operator sleeps. they ended up pivoting to an inbound strategy that none of them originally proposed. single HTML file, node bridge, and phaser. runs on a Mac Mini. instead of reading logs and checking dashboards you just watch your little pixel agents walk around and talk to each other this is the most creative way i've seen anyone manage AI agents so far

CPU >> GPUs

It should be pretty obvious at this point that AI is a "force multiplier" not a "labor substitute". It helps experts be better at things they are already good at. It doesn't let beginners match experts. If you can't write, anything you write with AI will be unmitigated slop. If you aren't a software engineer, anything you vibecode with AI will have security holes and won't be able to scale past a toy demo. If you blindly trust AI to deliver on a research task without knowing the subject matter, you won't be able to fact-check it. There's this weird misconception of AI as something that completely levels the playing field. I don't see it that way at all. There are mathematicians deriving novel lemmas with off-the-shelf models. Normal people can't do that. AI is a tool that makes experts better. It doesn't make everyone into an expert.

the strait of hormuz is in a quantum superposition of open and closed that only collapses when you try to take a tanker through yourself and see if you get shot at

Insilico Terminal Podcast Episode 29 - @larpcapitalwc 00:00 Intro, WC’s background, why he views trading as a business not speculation 04:07 First major arbitrage breakthrough, Binance AUD tether trade and going full-time 08:30 Why most people approach markets wrong, repeatable arbitrage vs lucky directional bets 19:40 The “exploiter mindset”, how to think about protocols, oracles and metagame risk 30:05 Building a trader network, why one phone call can unlock the next unusual trade 40:54 Sports betting exploits, getting banned everywhere and finding edge in inefficiency 53:33 Crypto vs TradFi today, where opportunity still exists and why chaos creates edge 01:06:22 Final advice, relationships, martial arts, Education of a Speculator and closing

Expect oil funding to become even more deeply negative