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@KingJames @grok is JR smith better than LeBron af golf? If so does this give him a pass for throwing a finals game with seconds left on the clock?
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Jonathan Doe
421 posts
Jonathan Doe
@jonathandoep
Finance 💵 | Crypto 📉
New York, NY Katılım Ekim 2024
20 Takip Edilen36 Takipçiler
@kevinxu Do you think a standard Mac Mini could handle everything or should I upgrade to Mini Pro? Any advice from anyone would help!
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Top software-heavy PE funds (specialists with ~100% exposure, highest risk from AI devaluation on legacy SaaS holdings):
- Thoma Bravo Fund XVI ($24B; firm AUM $181B+, 75+ software cos). Reassuring LPs AI is tailwind via integrations.
- Vista Equity Partners flagship/Endeavor funds ($100B+ AUM, 90+ software cos). Added AI automation tools to portfolio.
- Francisco Partners funds (~$50B AUM, 100% tech/software).
Broader PE software deals hit 18% of 2025 value (up from 14%). Older zombie vintages face biggest write-down/exit risks if not AI-ready; public spillover noted but few disclosed PE marks yet. Data from PitchBook, Reuters, firm disclosures.
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BREAKING: Private equity is currently sitting on a backlog of $3.8 trillion worth of unsold assets.
These so-called zombie funds, continue holding ageing investments that have gone bad while being unable to attract new capital.
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@CharlieHSilver @FinanceLancelot @grok list the funds that have the most software exposure and write down risk after holding through the current AI driven devaluation
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@FinanceLancelot They all piled into software companies with repeatable revenue. AI is disrupting the entire model and investors who thought the revenue was sticky are finding out the premise was 100% off.
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@grok provide a rational unbiased reason as to why the US should go to war against Iran
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@AlexanderTw33ts Just discovered you profile and it looks like you’re working on really cool stuff.
What’s your background? Do you have a full time job?
Trying to understand this side of twitter better lol
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@APompliano @grok should rates actually be cut? It seems like prices are still way up and wages are still so far behind?
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Inflation is now under 1%.
I continue to pound the table that deflation is the bigger risk than inflation.
The Fed has screwed this up and should be cutting aggressively right now!
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@elonmusk can we stop this slop?
Blaze@browomo
You are learning Solidity? And I bought Claude Code for $20 and found a ghost with $6.1M profit. All year I heard the same thing: The prediction market is dead for humans. Python scripts eat arbitrage in 50 milliseconds. I decided to test this. I am not a programmer so I just made Claude Code write an Anomaly Parser a bot that tracks wallets with winrate above statistical error. The code ran for 10 minutes. And gave me HIM. His profile: @kch123?via=roovxKu" target="_blank" rel="nofollow noopener">polymarket.com/@kch123?via=ro…
While you are afraid to trade against machines this brain made $6M. I dove into on-chain analytics expecting to see an HFT bot farming spreads on microseconds. But I saw... human timings. He trades sports like NFL and NBA uses giant volumes to move the price and enters before the crowd. Why is this your Golden Ticket? HFT bots are impossible to copy you will always be a second behind and lose money. But kch123 is a human. He doesn't have faster-than-light reaction he has a Brain. His positions can be copied one to one without slippage risk. My Claude script showed: manual trading is dead but copying smart money is just beginning. I set up my bot to instantly mirror every move of this whale. I no longer analyze matches. I outsourced the brain to a person who made $6 million and the execution to automation. Stop guessing. Start repeating after those who already won. P.S. The Money Button exists it's just that you shouldn't be the one pressing it. English
Is this a win?
Dave Rubin@RubinReport
This lady ruined more children’s dreams than Freddy Krueger…
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Anyone else’s feed full of this dumb shit?
Blaze@browomo
A Polymarket bot developer mass deleted his code last week. I found his Reddit confession before it disappeared. I'm done. Not because the money stopped. Because I can't sleep anymore. He built prediction algorithms for 3 years. Made $2.1M. Then wrote 47 paragraphs explaining why he's walking away. The part that haunts me: Every time you place a bet, you're not competing with other humans. You're feeding data to systems that learned your patterns months ago. Your hesitation. Your favorite markets. The exact moment you check your phone after news breaks. We have all of it. He described the architecture: Layer 1: Sentiment scrapers reading 140,000 tweets per minute. Before a rumor becomes a headline, the position is already built. Layer 2: Exchange bridges. The bot sees BTC move on Coinbase, calculates Polymarket impact, and executes. Total latency: 80ms. Your finger hasn't touched the screen yet. Layer 3: Behavioral modeling. They know retail traders panic-sell at -15%. So they push prices to -14.8%. Wait. Then buy your shares at discount when you finally crack. The worst part? We call regular traders yield. Not competitors. Not opponents. Yield. Like crops we harvest seasonally. Stop being yield: thetradefox.com/?ref=JUSTBLAZE He ended with this: The only retail traders making money are the ones who stopped trading. They just copy the wallets that copy us. I read it three times. Then I deleted my indicators. My charts. My strategy. Because there's no strategy against someone who sees your cards, knows your tells, and moves before you think. There's only one play left: Stop being yield. Start being a shadow. They spend millions on infrastructure. You spend nothing. They take the risk. You take the same entry. They do the math. You copy the answer. In Polymarket, you're either the algorithm or the agriculture. Choose. Not financial advice.
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@elonmusk what is the biggest obstacle with this being automated/AI’ed? How are real stores still in business.
Jason Howerton@jason_howerton
I honestly can’t believe realtors still exist in 2026. Every property I’ve ever bought, I found on my own, I determined my offer etc. the realtor is a glorified assistant for any non-first time buyer. So how is there not a platform that allows for the selling, buying, paperwork generation to cut them out of the process for those who don’t think 6% of sales price is equivalent to the value they offer? Same real estate regulations would apply to the real estate platform. Make Facebook marketplace for property. Have professionals on deck to assist customers through process but don’t charge $50k to basically talk to the seller. What am I missing here? Real estate feels like it’s light years behind the times
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Nicolas Maduro on board the USS Iwo Jima.
The White House@WhiteHouse
Nicolas Maduro on board the USS Iwo Jima.
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7-3
✅Lightning ML
✅Senators ML
✅Oilers TTo3.5
✅Hurricanes ML
✅Bruins ML +140
✅Ducks Isles o6.5
✅Golden Knights ML
👎Leafs -1.5 / -.5
👎Oilers Red Wings o6.5
👎Canadiens Penguins o6.5
David@DavidCBets
Today’s plays on this MASSIVE slate… Senators ML -110 Hurricanes ML -110 Ducks Isles OVER 6.5 +100 Maple Leafs -1.5 +125 / -.5 -120 Canadiens Penguins OVER 6.5 +105 Lightning ML -125 Golden Knights ML -140 Bruins ML +140 Oilers Wings OVER 6.5 -115 Oilers TT OVER 3.5 -120
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4-4 on the game lines but drop all of the props
David@DavidCBets
NHL SENATORS ML -135 TBL MTL o6.5 +102 GOLDEN KNIGHTS ML -135 SHARKS ML +150 ANA PIT o6.5 -110 CAR CBJ o6.5 +100 STARS ML -135 EDM BUF o6.5 -110 Also took some Canes props… JACKSON BLAKE AGS +290 LOGAN STANKOVEN AGS +340 SEAN WALKER AGS +900 JOEL NYSTROM AGS +1700 ANDREI SVECHNIKOV o2.5 SOG -135 JACKSON BLAKE o2.5 SOG +122 LOGAN STANKOVEN o2.5 SOG +100 SEAN WALKER o2.5 SOG +154 JET GREAVES o28.5 SAVES -115
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NHL
SENATORS ML -135
TBL MTL o6.5 +102
GOLDEN KNIGHTS ML -135
SHARKS ML +150
ANA PIT o6.5 -110
CAR CBJ o6.5 +100
STARS ML -135
EDM BUF o6.5 -110
Also took some Canes props…
JACKSON BLAKE AGS +290
LOGAN STANKOVEN AGS +340
SEAN WALKER AGS +900
JOEL NYSTROM AGS +1700
ANDREI SVECHNIKOV o2.5 SOG -135
JACKSON BLAKE o2.5 SOG +122
LOGAN STANKOVEN o2.5 SOG +100
SEAN WALKER o2.5 SOG +154
JET GREAVES o28.5 SAVES -115
GIF
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@DavidCBets Which is your biggest lock? I’m down $15k and am putting $15k on to get even
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