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@lvl99strength

Katılım Nisan 2018
686 Takip Edilen425 Takipçiler
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Aakash Gupta
Aakash Gupta@aakashgupta·
This is wild: Citrini sent a dude with $15,000 cash, recording sunglasses, and a pack of Cuban cigars to the Strait of Hormuz. What he found flips everything Wall Street thinks about the strait on its head. Every hedge fund, every macro desk, every retired general on CNBC is watching the same AIS shipping data to price Hormuz risk. The analyst signed a pledge at an Omani checkpoint promising not to gather information, then smuggled in a gimbal, a microphone kit, and a 150x zoom Leica camera past the border officer who inspected his bag. What he discovered on the ground: the AIS data everyone is trading on is missing roughly half of what's actually transiting the strait on any given day. Ships are going dark, spoofing destinations, broadcasting "CHINESE CREW OWNER" through transponder fields to avoid getting hit. Iran's ghost fleet is running 29+ laden tankers inside the Gulf with transponders off, moving an estimated $3B in crude to Malaysia since the war started. The entire market is pricing a "closed" strait off satellite imagery and transponder data that has a 50% blind spot. Every oil model, every supply forecast, every macro call built on AIS throughput numbers is working from a dataset that systematically overstates the disruption. When the signals deliberately go dark, the people staring at dashboards are the last to know what's happening. Citrini figured that out by putting a guy on a speedboat 18 miles from the Iranian coast while Shahed drones flew overhead. The gap between "what AIS says" and "what's actually transiting" is the most mispriced variable in energy right now.
Citrini@citrini

Strait of Hormuz: A CitriniResearch Field Trip The Field Report from Analyst #3 is live. citriniresearch.com/p/strait-of-ho…

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Bold
Bold@boldleonidas·
Every self made rich person I know, at some point, did something morally questionable to get there.
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Frank
Frank@frankdegods·
all the market needs is more money, its so obvious ai hate is forced, crypto hate is forced rates start cutting idc how bearish you are, shits mooning lol
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Frank
Frank@frankdegods·
game theory is even if april closes red it gives warsh even more leeway to cut rates first thing into his term in may he sets the precedent for being a tech forward dove with minimal risk indexes zooka into midterms temporary pain for long term gain
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runescimitar
runescimitar@lvl99strength·
@seeyouinzion @solana @Pumpfun Kind of but not really? The current market participants are largely unbearable, selfish, and annoying. The only way this changes is for the OGs to come back and new people who come in and are fun to be around and community build with. This isnt a launchpad problem.
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Gnomeo
Gnomeo@seeyouinzion·
What if a new launchpad on @solana could take away some of the market share from @pumpfun... it would def be a lot healthier for the ecosystem. Considering 18k launches and 1.3% actually graduate. this is not sustainable... how much liquidity gets lost in this ...
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Frank
Frank@frankdegods·
if algorithms promote doom then optimism is underpriced
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Autism Capital 🧩
Autism Capital 🧩@AutismCapital·
🚨NEW: Professor Jiang says that he will be on the Patrick Bet David Podcast tomorrow despite previously calling it a "setup."
Autism Capital 🧩 tweet mediaAutism Capital 🧩 tweet media
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based16z
based16z@based16z·
She wanna fuck in Japan… I put the chrome on the Benz!
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mert
mert@mert·
yes I checked, this is a real post "Alhamdulillah" — Donald Trump
mert tweet media
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Dustin
Dustin@r0ck3t23·
Elon Musk just told the world to stop training surgeons. Not slow down. Stop. Musk: “There’ll probably be more Optimus robots that are great surgeons than there are all surgeons on Earth.” The entire global surgical workforce. Redundant. Before a current med student finishes residency. “Don’t go to medical school?” Musk: “Yes. Pointless.” Twelve years. Half a million dollars. One word. Optimus does not shake. Does not fatigue. Does not flinch at hour eleven of a twelve-hour operation. It improves every night while the surgeon sleeps. By year four, Musk says he’d stake everything on it. By year five, it is not close. Then came the line that rewrites who medicine has ever belonged to. Musk: “Everyone will have access to medical care that is better than what the president receives right now.” Medicine has always been rationed by wealth. The best surgeons on Earth have always belonged to the powerful. That ends. Completely. Within five years. The machine does not calibrate its precision to your net worth. It does not save its best work for the wealthy. Full capacity, every time, for everyone. One day, choosing a human surgeon over a robot will feel like refusing the anesthesia. Human hands are no longer medicine’s highest standard. The ones who doubted this will understand it the day they need surgery, not a surgeon.
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𝖒𝖎𝖗𝖆𝖌𝖊
𝖒𝖎𝖗𝖆𝖌𝖊@miragemunny·
when a proper “runner” goes up, and stays up (then leading to a bullish on-chain environment), it is often because nearly every notable participant finds themselves, organically, in the same coin; whether out of taste, conditional circumstance, timing, or otherwise
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Vinod Khosla
Vinod Khosla@vkhosla·
Vinod Khosla tweet media
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Nikita Bier
Nikita Bier@nikitabier·
@nypost Can I say something without everyone getting mad
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Daniel McAdams
Daniel McAdams@DanielLMcAdams·
Trump is going to get thousands of Americans killed for nothing. He will kill many more thousands of Iranians - mostly civilians. And at the end, the end is inevitable: America's Suez moment. We've been cosplaying as a superpower for decades and our bluff has now been called. Americans should demand to know why they are being robbed by the trillions each year for "military spending" while our military is stuck in a time warp - determined to re-fight WWII against 21st century opponents like Iran. Everything - EVERYTHING - is a scam. It's all about McLean mansions. The greatest transfer of wealth in history from America's working people to its non-working elites. And to foreigners who bribe and browbeat us out of our Constitution to their own benefit. Buchanan's Pitchfork Brigades NEED to be activated against these traitors.
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him
him@himgajria·
him tweet media
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