Nich◎las₿iddlΞ.eth

I am apolitical and a solo truth seeker, please do not censor me. @jack @JoeBiden @KamalaHarris @realDonaldTrump I support vax mandate, marx mandate and negative interests rate if this is what it takes.

这老哥直接用最暴力的方式羞辱了 OpenClaw——用 Rust 重写了一遍。性能对比表格贴出来我没话说了： • OpenClaw 28MB → ZeroClaw 3.4MB（压缩了 8 倍） • OpenClaw 5.98s → ZeroClaw 0s（爆杀） • OpenClaw 1.52GB 内存 → ZeroClaw 7.8MB（194 倍差距） 这哪是优化，这是处刑。 ZeroClaw github.com/theonlyhennygo…

@Jacobsklug @openclaw @Lovable os

I'm giving away my entire @openclaw architecture. Behind my $250k/month agency. After weeks of building, I've dialled in the exact system that runs my business 24/7. What's included: • Memory folder structure (how to organize agent context) • Cron job templates (daily briefs, meeting syncs, content automation) • How to build a custom dashboard in @lovable • API reference doc (so your agent never forgets its tools) • Voice training method (85 posts to teach it your style) • Supabase schema for dashboard connection Comment "OS" and follow. I'll DM it to you. P.S. This will probably blow up so give me some time to reply.

I was shocked to hear the new Federal Reserve chairman Kevin Warsh talk about the 45 year cycle yesterday. I was also shocked to hear him admit that we're entering a new economic system, saying "This is our Reagan moment." They never admit stuff like this unless it's underway.

The Senate just pushed forward on crypto regulation, even without a full bipartisan deal. Chairman Boozman released a new draft and confirmed the bill is heading to markup on January 27th. That means lawmakers are no longer waiting for perfect agreement to act. It keeps building a framework where crypto markets are treated as real financial markets, not legal loopholes. It focuses on bringing exchanges, brokers, and custodians under clear oversight. It also strengthens rules around custody, transparency, and market integrity. Crypto regulation in the U.S. is moving from debate into legislation.

JUST IN: 🇺🇸 Senator John Kennedy says crypto market structure legislation markup will happen "next week" — Punchbowl News

@KobeissiLetter centraluzed data source?

BREAKING: The Wall Street Journal and Dow Jones announce an exclusive partnership with Polymarket. Under the partnership, the platform will publish real-time market data on financial event contracts.

我今天跟你们讲一个价值10万刀的真理。 对于绝大多数不在大厂、不做核心Agent业务、对AI没信仰、不在AI startup、甚至他妈连写代码都不利索的人， 你们自己折腾langchain或者折腾input/output parser和MCP server去做一个垃圾agent，完全是在浪费时间。 对于你们这种人而言，最快且效果最好的方式： 1. 给claude code绑好银行卡； 2. 建一个temp folder临时文件夹，把所有关于任务相关的文档、表格、报表、图表、报告、sqlite、access数据库、pdf扫描件、数据、markdown、代码、图片、资料、指令、prompt、config等等一大堆东西，全放在里面； 3. 写一个nodejs/bunjs/python脚本，从terminal里调用claude code headless模式，讲好所有的指令和文件夹，默认开启所有权限，成功了存储在一个json file里，失败了也在json里更新状态； 4. 配置好claude code的authentication和MCP，等着让claude code自己agentically解决掉整个问题，汇报结果，充好钱，给我等； 5. 等process结束后，读取json body，进行下一步。 相信我， 这是绝大多数不在大厂、不做核心Agent业务、对AI没信仰、不在AI startup、甚至连他妈代码都写不利索的人， 这辈子能设计出来的最简单、最强大、最可靠、最皮实、最好用、最省事儿、最方便、最稳定、最可维护、最容易理解、最省钱、最省时间的宇宙级通用AI agent。 如果你能做出比claude code喂狗屎和手工function calling更好的设计，以及更精确的context management，或者你有你自己的LLM省钱妙招，比claude code更会节约cached input，或者你完全懂你在做什么事情——你不用听我这条建议，可以直接划过去， 否则对于其他99.99%的人而言，按照这个帖子的方法去做，就可以99.99999%成功， 而且在你的能力范围内，你也根本设计不出来比上面这个方法更好的ai agent出来。

@silberschmelzer why didn't this director cash out when it was close to $20?

$QS director sells $37,000,000 of stock. First time selling and the largest sale ever. Totally normal behavior from someone with the best seat in the house. Makes you wonder what he knows that the rest of us don’t.

CPI 2.7% YoY, Exp. 3.1% CPI Core 2.6%, Exp. 3.0% But... but... UMich said 20% inflation by now

JUST IN: $398 billion National Bank of Canada just revealed they bought 1.47 million ($273 million) #Bitcoin treasury company Strategy $MSTR shares.

@tradermige 我帮你报名 无限循环

收5个徒弟。 我免费教你如何日入千金。 前半年我还会提供没个月1w美金的伙食费。 下面报名⬇️

Abaxx to Launch Enwex United Kingdom Onshore Wind Futures on December 12, 2025 The launch expands a growing suite of weather-indexed benchmarks designed to improve hedging and risk management across global power markets. Read Release abaxx.exchange/newsroom/press…

@silberschmelzer Hey Doc, are you going to close the short positions on $OKLO soon?l

$ASTS $OKLO $IONQ $QUBT $QBTS Why is everyone so obsessed with who’s shorting ASTS? Serious investors aren’t glued to every short-term swing. Daily noise means nothing when you’re focused on the long-term story that will end in Chapter 11.

@eip1559 LOL 哈哈哈哈哈

💀 I can’t stop laughing

@qinbafrank 多谢分享

我的理解是 市场一开始比较慌、但是仔细想下来提前预期资金有序撤退，可能也还行。然后周一川普有各种暗示哈塞特就是下一任联储主席、那对流动性的影响上日本紧缩怎么比不上联储宽松的影响权重大。 而且是币来说最大的新闻是周一先锋集团、美国银行都宣布向客户推荐比特币etf配置、以及sec创新豁免下个月就要推出了。

需要关注下日央行动作，看到昨天有报道日本政府应该是默许了日央行12月中旬的加息表态的，之前聊到如果套息交易退潮真的要发生，一定会有大量资金从美国市场退出把美金换成日元再撤回日本国内，引发美日汇率大幅度走低，这两天美日汇率已经持续走低跌破155的位置，之前聊过如果美日汇率持续走低意味着还是有资金从美元撤出回到日元。这次冲击程度应该没有去年七八月那么大，但若美日汇率持续大幅度走低影响应该还是有的。 除了美日汇率走势、进一步观察套息交易退潮的指标： 1）也需要关注利差变化，美日十年期国债收益率的差值。当前2.22%（美4.10% - 日1.88%），若进一步缩至<2%以下，会促使退潮加速。 2）CFTC日元空头仓位，反映投机者日元空头规模，当前净空头79.5K合约（约100亿美元暴露），较11月初降15%；若周减持>20%，确认退潮启动。2024年7月高峰160K合约后锐减100K。 3）资金压力与杠杆指标（跨货币基差、爆仓数据），跨货币基差（USD/JPY basis swap）负值表示美元融资压力上升，迫使平仓；爆仓规模超10亿美元/日为系统风险。 2024年“意外+高杠杆”致剧烈冲击（VIX 65、仓位崩100K），之前有聊过当时日本央行加息幅度超预期、还意外缩表，同时美国24年7月非农大幅不及预期引发了极强的衰退担忧，这两者一叠加，造成了一次比较大的流动性冲击。 当前属于预期比较充分、有缓冲。资金可以有序撤退，当下VIX还是低位。存在风险有但可控、影响会小的可能性。当然也要看12月联储议息会议，除了降息外、会不会有流动性上的操作、就如之前纽约联储主席威廉姆11月多次提过的为了提升市场流动性的购债操作、如果联储有的话，也会对冲日元加息的影响。

@hippo_finance what api did u use to query this data?

$abxx here are today's tracking results: Lower volume than yesterday but velocity is still growing, highest volume today was gold with 148 contracts

@hippo_finance What justifies its 1270x P/S ratio?

if you haven't seen it yet go check out my write-up on $ABXX Great company and could be a multibagger open.substack.com/pub/lucasinves…