san

One thing I've noticed: The people doing the most interesting work are usually the hardest to find on social media. They're busy building.

Things done properly stay done properly. Announcing things months before they're real is a great way to look smart today and foolish tomorrow. Building on promises, hype, or other people's money might buy you time, but it rarely buys you a reputation. Deliver first. Talk later

Binance remains committed to Europe. We are still working to secure the right path forward under MiCA and will continue to update our users as progress is made.

The opportunists always show up when a new wave starts. AI, crypto, cloud, agents... the technology changes, the pattern doesn't. Make sure there's actual value underneath the hype, or you'll end up paying a premium for a very expensive buzzword.

The easiest way to spot a mediocre advisor is to read their proposal. If you can replace your company name with another one and everything still makes sense, you're looking at a template, not expertise. Cookie-cutter recommendations are usually a sign of cookie-cutter thinking.

A short version of our hedge fund returns table for May. Some decent numbers.

cuando llevas gastado 200€ en cursos de prompting y anthropic publica el suyo gratis directo de las personas que construyeron el modelo

El peinado que caracterizaba a Topuria antes de la pelea susurraba control, disciplina y orden. El peinado con el que apareció en la pelea gritaba "miradme". De fade limpio, pelo corto, sin artificios a más producto, más volumen y más intención de ser visto. Ha pasado de una estética de autocontrol a una estética de "celebrity". El Topuria asceta, disciplinado, espartano y obsesivo encaja mucho mejor que esta imagen más gritona. Es muy importante que la estética sea coherente con la narrativa. Mientras la primera es una imagen diseñada para ganar, la segunda parecía diseñada para las cámaras. Pd: Ojalá te recuperes pronto, más allá de cualquier análisis estético, eres un competidor excepcional.

@jesusmargon @ecotechers RIP

🔵 OJO: Clarity AI, con Blackrock o Softbank como accionistas relevantes, busca capital 'in extremis' con la SETT (Sepi digital) y fondos privados. También han analizado la venta como opción. En exclusiva, en @Ecotechers Pro: link.ecotechers.com/ronda-clarity

Many track records are not manipulated — just selectively narrated. The missing months matter more than the visible ones.

It’s always interesting when C-levels realize in a live demo that the future they were planning for is already being deployed elsewhere.

*SPACEX SHARES INDICATED TO OPEN 29% ABOVE IPO PRICE IN DEBUT

Zero days of real work, zero exposure to what it actually takes, yet absolute certainty they can beat anyone at anything. Recurring theme. People overestimate themselves because ego fills the gaps where experience should be. And in the end, ego is almost always the biggest killer

Two padel tournaments outside Spain, two wins. In the land of the blind, the one-eyed man is king.

I'm in a particularly bad drawdown in my hedge fund partition, -24% before fees or -18% after fees (I have to report both numbers for compliance reasons). I'm personally around flat YTD now. This year I've been leaning far more into diversifying factors, like global low volatility stocks. This because the hedge fund is multimanager now and the other PMs don't have that same exposure/risk. Without doing that, I might be in more like a 15-18% drawdown instead. That's still bad, but basically in line with my past bad drawdowns. Fortunately, this model is working and the fund level is still performing well YTD (+18% net of fees). When I zoom out and look at the market environment, being flat YTD is I guess not bad. This has been a particularly bad environment for what I do. I did a couple degrossing / risk management moves on my way down already. Each time I do this it locks in a 1%. However, if I hadn't done this voluntarily, I would be in a much worse drawdown right now and have been forced to degross anyway, which would have increased greatly the long term loss being locked in. I think my job through this is to survive. To keep risk managing. To probably degross even a bit more than normal given the persistance of this move. And then just keep planning and be ready to attack when the time comes.

Lots of noise about tokens and their “price per call”. But go tell a senior engineer you’re taking them away and they have to go back to writing everything manually and see how that goes. It’s not just cost — it’s abstraction, speed, and iteration.

HERMES + OBSIDIAN JUST BECAME YOUR SECOND BRAIN You shouldn’t be subscribing $7/month to 30 productivity apps All you need is to install Hermes and setup an obsidian vault Full process in the article below

Yesterday at the MSQA, you quickly realized who the genuinely top-tier people are and who are running on pure smoke and mirrors. A surprising number of people don't even know which way the wind is blowing.

There is roughly $100 billion of leveraged exposure tied to semis and hardware-linked equities. Convexity works both ways. zerohedge.com/the-market-ear…

@Gsnchez Jejeje, en una tarde para ya meterle la tool de que no se caiga la app

@sanch_ia En 1h.

Por poner en contexto, el MCP de BQuant: 192 herramientas · 8 dominios · 20+ años de histórico fiable: — 79.000+ acciones globales (precios desde IPO, dividendos y splits, 86 ratios, valoración Lynch/Graham, técnico) — 53.900 fondos UCITS + planes de pensiones España — SEC EDGAR completo desde 1993, vista dual (por declarante y por compañía) — Smart money: insiders, Congreso USA (STOCK Act), 13F de superinversores y activistas 13D — Earnings y analistas: transcripts completos, sorpresas EPS/revenue (35 años), ratings, precios objetivo y consenso — Macro y sectorial: 50+ años con versionado point-in-time; régimen, recesión y rotación sectorial — FX: 33 divisas oficiales del BCE — Noticias con sentiment y extracción automática de tickers Lo diferencial no es cada fuente, sino cruzarlas en una sola pregunta. Si a algún institucional le interesa, DM's abiertos.