overdie
2.4K posts

overdie
@losesomewin
win some lose some and post things that sometimes make sense | @zscdao











Trump is playing on time with Iran and there’s not a lot of it left America has one of the biggest oil and gas reserves and already greeting new customers India, Bangladesh, Pakistan, Taiwan and other already switching their import routes and considering, many of those countries have almost no reserves at all - they're buying a lot, and with higher price tags U.S. oil companies are the happiest rn tho, simple human-beings are not that happy - pump prices are up, so is diesel the, so called, invisible tax for the average American is hurting the economy more than you might think not only people, but the entire supply chain feels it while not feeling that much pressure for now, with prolonged disruptions it could cause a recession that could be even worse than 1930s so i can see them opening the strait after Iran is not able to block it anymore or economic situation is just unbearable but, not for now - March will still be a full locked month for oil/gas transitions from Asia Trump is focused on military goals, but one day he could get a sign of something going wrong a long blockade could backfire badly on the broader economy April 30 is pretty underpriced here imo all the economic models use 30-60 days as a breaking point, as a point of inevitable global recession April is just do-or-die month for the whole world nfa dyor







Excited to announce our partnership with @PalantirTech and TWG AI to build the next generation sports integrity platform. Some color on why this is significant: Today, in the state-by-state regulatory framework, leagues have limited visibility into what's happening in their markets, fragmented tooling, and have to choreograph their compliance desires across dozens of state regulators with no unified standard. Additionally, the technology being used is rudimentary compared to what's actually possible. The shift to a federal regulatory framework is the chance to innovate around the entrenched, fragmented, and antiquated infrastructure and build this the way it should have been built. Palantir's anomaly detection and data integration is second to none. TWG AI brings deep financial infrastructure and sports expertise, and is owned by TWG, which has ownership stakes in the Lakers, Dodgers, Chelsea, and more. These are the right partners to build something that actually holds up and gets adoption - utilizing our collective domain expertise to build a solution specifically suited for the risk profile of sports markets. If we do this right, our hope is its use will extend beyond sports prediction markets and be valuable to all stakeholders in the sports ecosystem. For the love of the game.


Prediction markets are one of the most exciting innovations in financial markets. Yet for too long, the @CFTC has failed to provide guidance for these markets being used by millions of Americans. This ends today. Read what steps the agency is taking here⬇️ cftc.gov/PressRoom/Pres…











Claude is still unstoppable and doesn't care about any competition ChatGPT 5.4 release was loud, but #30 on the leaderboard Gemini 3.1 Pro is a big jump in terms of leaderboard criteria, but not enough Grok 4.20 is only over Gemini 2.5 Pro - 9 months old model the only thing here to look for is Google's model being in preliminary state and primarily in public preview via API i believe the swing here is doable, but not happening it might stay in "preview" API state forever to maintain the ability to make rapid updates we'll most likely see 3.2 preview before 3.1 full release (if we ever see one) 6 points gap is too much to beat with updating the existing model imo and what about the updates - nothing's ahead


🚨 NEW POLYMARKET: Will Clavicular be Iran's Supreme Leader this month? polymarket.com/event/will-cla…








