Marc Riemer

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Marc Riemer

Marc Riemer

@mriemer

Founder and investor. Firefighter. Hog hunter. Focused on execution.

Katılım Temmuz 2011
433 Takip Edilen2.8K Takipçiler
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Marc Riemer
Marc Riemer@mriemer·
A few days ago I wrote that it’s highly unlikely QIBs are shorting $MTPLF with plans to cover using restricted Rule 144A/Reg S shares. No lender that lent out unrestricted shares would ever accept restricted ones in return. Today’s filing confirms that view 100%. According to the latest EDINET filing, the newly issued shares can’t be used to cover shorts and won’t reach any public market in the short or even medium term. For those expecting an expanded free float, this is the absolute worst-case scenario – millions of new shares issued, not a single one available for covering, while the lending market is almost exhausted and fees are rising fast. Thanks for all the support and constructive criticism on this topic — it helps me fight confirmation bias.
Marc Riemer tweet mediaMarc Riemer tweet media
Marc Riemer@mriemer

I consider it highly unlikely – despite all the speculation on X – that QIBs are currently shorting $MTPLF with the intention of later using the restricted shares acquired under Rule 144A/Reg S to cover their short positions. No lender that has lent out unrestricted shares will accept restricted shares in exchange to cover a position.

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Marc Riemer
Marc Riemer@mriemer·
The output, whatever it is, can be seen as the result of a probabilistic process. It inherently comes with a certain level of uncertainty. While additional context can improve accuracy, it can also introduce noise and increase the risk of errors. Sloppy results are often the consequence of poorly structured or compounding context.
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Mo
Mo@atmoio·
This is utterly fascinating. We’ve known code written by AI is harder to untangle. It appears this is the case with writing as well. Tricia is an editor and she says that when an author submits work that is written by AI, she has a much harder time editing it. It’s all one interconnected black-box piece of writing that is not amenable to change. Whereas she finds that human writing, while seemingly messier, is actually much more structurally straightforward. My theory as to why this is is that LLMs think one token at a time. And after every token, they essentially look back and ask, “have I said the thing the prompt wants me to say?” If not, it keeps elucidating. The result is tight chain of thought writing that requires each preceding token to make sense of the next. Whereas human writing starts from a pre-language idea in the author’s head, and looks forward many sentences and paragraphs ahead to approximate the author’s intent. It’s somewhat fuzzy. But I think LLMs fundamentally “think” in a much different way than humans. They are certainly not useless. But I think it’s a grave mistake to equate them with human intelligence.
Tricia Dearborn@TriciaDearborn

If you're thinking about using gen-AI to "write" books, this 🧵 is for you. I’m a highly experienced editor who’s been in the biz a long time. Recently I’ve had manuscripts come to me where the author has used gen-AI – not for writing, I’ve been assured, but for

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Marc Riemer
Marc Riemer@mriemer·
You hire a person to take over responsibility. Some take on more, others less. The point is, and this has been proven numerous times, AI does not take responsibility. It always has a polite excuse ready when it fails. Hence, humans must take responsibility for the output they create using AI.
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Mo
Mo@atmoio·
The real reason they keep saying AI will take your job
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Adam Livingston
Adam Livingston@AdamBLiv·
@RonSwanonson I feel VERY BAD for the folks out there not paying attention... Literally never been a more exciting time in BTC. Sad how many people wait for price to validate their thesis :(
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Ron Sovereignty Swanson⚡️🗝️
Ron Sovereignty Swanson⚡️🗝️@RonSwanonson·
There are two explanations for not being bullish on Bitcoin right now: 1. You’re spiteful against Bitcoin 2. You’re aren’t paying attention Those are the options, because Bitcoin adoption is thriving
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Marc Riemer retweetledi
Snicklink
Snicklink@snicklink·
🎶Make WHAM Great Again💥
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Marc Riemer
Marc Riemer@mriemer·
Sie lernen es noch schnell genug, wenn die Erkenntnis einsetzt, das Rentenpunkte und die Zahl die monatlich auf dem Kontoauszug erscheint, variable im Wert ist. Im Kern wird diese “Sklavenarbeit”, die den kommenden Generationen zugemutet wird, die Produktivität negativ beeinflussen und in eine Rezession führen. Stagnierende Löhne bei steigender Inflation erledigen dann die Rente und gleichen sie immer weiter an Sozialleistungen an. Bis das soweit ist, versuchen sich einige Rentner offensichtlich als Trolle, beleidigen diejenigen, die ihre Rente erwirtschaften und erliegen ganz nebenbei der Fehlannahme, das ihre Rente sicher ist. Ein verbrieftes Eigentum, dessen Wert in der Zukunft festgelegt wird.
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Hans 🖤❤️💛
Hans 🖤❤️💛@MatthiasHartel·
Rentner = Boomer + Renten Aufregung. Ich bin mit 63 in Rente gegangen. Und nun? Was wollen die Lappen-Generation, 4 Tage Woche, Life Balance, Home Office Forderer dagegen machen? Und nur mal so zur Info, wir haben einen vom BVG festgeschriebenen Rechtsanspruch auf unsere Rente. Und noch mal nur mal so, wir haben Steuereinnahmen von 1 Billion Euro pro Jahr. Wir haben kein Problem die Renten zu zahlen, sonder ein Verteilungsproblem. Bitte, gerne....😋
Hans 🖤❤️💛 tweet media
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Marc Riemer
Marc Riemer@mriemer·
@AnonLaserEyes Confirmation bias is a particularly nasty and often very costly cognitive flaw.
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Adam Livingston
Adam Livingston@AdamBLiv·
Metaplanet just issued ¥8 BILLION of 0% ordinary bonds to buy Bitcoin. 0% interest. Maturity in 2027. They are literally borrowing yen for free and converting it into Bitcoin before corporate Japan realizes the vending machine accepts fiat and dispenses monetary thermite. At ~$78k BTC, this could buy roughly 650–700 BTC. If Bitcoin goes to $200k, that stack becomes ~$130M+ against a zero-interest yen liability. This is how the Bitcoin treasury arms race works: You borrow the currency being debased. You buy the asset being monetized. You let the fiat world call it “risky” while they sit in cash earning the purchasing power profile of a melting ice sculpture at a barbecue. Metaplanet gets it. Japan is watching the birth of its own Strategy.
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Marc Riemer
Marc Riemer@mriemer·
Please provide a stronger authentication mechanism for Docker Hub. Personal Access Tokens are among the weakest forms of authentication. Short-lived tokens are a far better solution. Developers should be able to leverage modern, hardware-backed key management solutions such as HSMs. #how-to-authenticate" target="_blank" rel="nofollow noopener">docs.docker.com/reference/api/…
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Docker
Docker@Docker·
We recently caught a malicious image pushed to Checkmarx/KICS on Docker Hub using stolen creds. We coordinated a response with @SocketSecurity and @Checkmarx. Read more on what happened, and why fast, open collaboration is the only way to shorten these windows → bit.ly/4mK4xWe
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Marc Riemer
Marc Riemer@mriemer·
Der eigentliche Mechanismus sind Nullrunden bei gleichzeitig steigender Inflation. Dadurch sinkt die reale Kaufkraft der Renten ganz legal. In einer Rezession ist eine solche Entwicklung wahrscheinlich. Ein verfassungsrechtlich garantierter Inflationsausgleich besteht nicht. Die von Ihnen bezeichnete „Lappen-Generation“ muss also einfach nur nichts tun, um das Realität werden zu lassen. Einen schönen Tag noch!
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Adam Livingston
Adam Livingston@AdamBLiv·
BITCOIN HITS $79,000 THE BEARS ARE ABSOLUTELY COOKED ROAST THEM ALIVE
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Mark Harvey
Mark Harvey@thepowerfulHRV·
This is shaping up to be the shortest and least severe #Bitcoin bear market on record. A new ATH by Q3 would not be surprising.
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Marc Riemer
Marc Riemer@mriemer·
@JoeCarlasare Because most have been bearish. Funny how the human brain works. We just can’t resist joining the masses.
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Joe Carlasare
Joe Carlasare@JoeCarlasare·
Most of this app has been bearish on Bitcoin for months and has missed a 30% rally off the bottom. 🔥
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Marc Riemer
Marc Riemer@mriemer·
Bears in exhaustion mode.
Marc Riemer tweet media
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Zynx
Zynx@ZynxBTC·
I was told that Bitcoin only goes up when Saylor is buying with $STRC. It's looking really strong. What's happening?
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Marc Riemer retweetledi
_Checkmate 🟠🔑⚡☢️🛢️
_Checkmate 🟠🔑⚡☢️🛢️@_Checkmatey_·
The bears absolutely hate this rally. I don't believe we have ever seen anything quite like it in Bitcoin history.
_Checkmate 🟠🔑⚡☢️🛢️ tweet media
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Marc Riemer
Marc Riemer@mriemer·
Claiming on television that high-frequency trading has no structural advantage over most market participants is comparable to arguing that the Earth is flat. High-frequency traders operate with network round trip times below ten milliseconds, often far lower due to colocation and optimized routing. On top of that, they process market data directly in memory and react within microseconds. By the time a manual trader even recognizes a change in the order book, HFT systems have already consumed the available liquidity or repositioned themselves at the front of the queue. This is not a matter of opinion. It is a consequence of physics, infrastructure, and system design.
Сarm1ne@carm1nee

This CNBC debate stopped trading on the NYSE floor for 23 minutes Brad Katsuyama looked at the president of BATS exchange and said "I believe the markets are rigged, and I also think you're part of the rigging" Bookmark & watch it. It will change your understanding of trading forever

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Samson Mow
Samson Mow@Excellion·
Remember ~6 months ago when we had 10 AM slams and whenever Strategy announced a buy, we’d go down the next day? That doesn’t happen anymore. Something has changed. Supply is running out.
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Keşfet

@AdamBLiv @RonSwanonson @MatthiasHartel @AnonLaserEyes @SocketSecurity @Checkmarx @elonmusk @BarackObama