Mr. Capitulation

ILL WAIT, ACQUISITION NEWS - 1,500% RETURN

@ItsJust_Kess god everyone hates that guy

Zack Morris is illegitimately pumping pennies again… Ladies and gentlemen, we might be so back…

@BuildwithPublic @public Can’t - my @public token breaks after an hour so I gave up on using it

Going to be in my @public account Agentic all day building these out. Throw me your strategies - what flows would you automate if you could describe it in plain English and have it just run? Options, index options, equities, cash sweeps, crypto, bonds, etc. I'll build them live and post the videos as they come!

@Mayhem4Markets Is this TradingView or what app? 😄

🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮🌮

Anthropic accidentally leaked their entire source code yesterday. What happened next is one of the most insane stories in tech history. > Anthropic pushed a software update for Claude Code at 4AM. > A debugging file was accidentally bundled inside it. > That file contained 512,000 lines of their proprietary source code. > A researcher named Chaofan Shou spotted it within minutes and posted the download link on X. > 21 million people have seen the thread. > The entire codebase was downloaded, copied and mirrored across GitHub before Anthropic's team had even woken up. > Anthropic pulled the package and started firing DMCA takedowns at every repo hosting it. > That's when a Korean developer named Sigrid Jin woke up at 4AM to his phone blowing up. > He is the most active Claude Code user in the world with the Wall Street Journal reporting he personally used 25 billion tokens last year. > His girlfriend was worried he'd get sued just for having the code on his machine. > So he did what any engineer would do. > He rewrote the entire thing in Python from scratch before sunrise. > Called it claw-code and Pushed it to GitHub. > A Python rewrite is a new creative work. DMCA can't touch it. > The repo hit 30,000 stars faster than any repository in GitHub history. > He wasn't satisfied. He started rewriting it again in Rust. > It now has 49,000 stars and 56,000 forks. > Someone mirrored the original to a decentralised platform with one message, "will never be taken down." > The code is now permanent. Anthropic cannot get it back. Anthropic built a system called Undercover Mode specifically to stop Claude from leaking internal secrets. Then they leaked their own source code themselves. You cannot make this up.

@SpoozDon Evidence, plz - you like the tape read / market auction to be a bottom?

The fact of the matter is the downside auction completed at 6551 It just dipped lower into 64xx and 63xx to show ur true colors If u weak handed u dont deserve to make money This is the nature of markets

@WuWei114 Me think they reach quantum resistant cryptography by 2029 to protect computer money in time to not disappear the disappear

My friend. Google soon able use quantum break cryptography. This mean cryptocurrency soon be disappear. But people still want be secret. What token be number one for make privacy? Zcash. Price right now = 229.87 Bookmark this. I’m believe soon it be most high

“Markets never bottom on good news” btw

$SPX COLLAR FOR 6/30/26: #JPM Collar *JPM COLLAR* 3 Strikes: *Slight adjustment after close $SPX spot price* SELL 6840 Calls BUY 6150 Puts Sell 5190 Puts A new instrument is being used. It is on a futures contract. Paul Called it.

@craigzjohnson @spotgamma Yep because rule is price’s move speeds up in negative gamma, stabilizes/resists in positive gamma

@spotgamma so do you expect more vol in the red and price to pick a blue and gravitate toward it?

This is TRACE, the most accurate SPX GEX map you can get. It also updates faster than any GEX map 😏. Remember: +50% of SPX flow is 0DTE and so if you are tracking gamma, you need to see that intraday flow, and you need to know who is on each side of that flow to accurately track this stuff. Now to the map: What you see here on the left is today's exposure, given the JPM 6,475. On the right is what GEX looks like after today's expiration. What should you expect today? The possibility for weird market moves, with no news associated with it. Placing a cheap 1x2 0DTE call which profits if the SPX moves up there may be worth the risk reward - but thats a lotto ticket. Diving in: With the SPX at 6,400 (indicative open), the negative gamma is at -$4bn. Should the market start to rally, that figure goes toward -$20 billion due to the JPM strike expiring today (dark red area). Remember, gamma is highest for ATM options. This "bigger gamma" suggests that a market rally today could create an upside scramble. Conversely, to the downside, there is no support until 6,250, as gamma flips positive at that level. After today's expiration, the SPX gamma is essentially -$4bn across all strikes. Historically, the roll starts with some big 0DTE prints. If you see those fire off (-10k contracts or deep ITM SPX calls), then you know the roll may be on. Also watch for unusual big SPX moves that play into a big print(s). The mechanics, print timing, etc has all morphed over time not only based on what strike(s) are in play, but also likely as the whole world starts watching this thing. My core takeaway from all of this is that these trades may have been suppressing SPX realized volatility, and that may now change with expiration. We'll see. Extra credit: Has the JPM put ever expired in-the-money? According to our records: once. March 2020 (Covid Crash), where the put expired 18% ITM. There were 3 times the long put was tested into expiration: Mar & Sep '22, wherein the SPX closed+45 bps and +16 bps above the JPM strike (expiring it worthless). Lastly in Mar '25, wherein the SPX closed 80bps above the strike.

@spotgamma Do you guys not offer api access yet 😏

market rally? bc of the collar oil down? yep, the collar again claude code leaked? collar's fault my local dive bar running out of springfest IPA? fckin' collar, man the beatles breaking up decades ago? yep, collar libor being replaced years ago? u guessed it, collar

@z3e8n661 @AdamMancini4 Fair point and He does have incredible levels

@MrCapitulation @AdamMancini4 There's always a headline they find. Strait is not open. Massive failed breakdown, and I made a good chunk of change today off of Adam's incredible levels from the NL

Absolutely incredible follow through on last nights 6360 Failed Breakdown in #ES_F, given in yesterday's 4pm newsletter. I warned at 8am to just hold runners today with targets being 6467 (hit), 6490 (hit), 6524 (hit). +195 points now. Bonus slate are 6575, 6592. Same supports

@Frans10094996 @AdamMancini4 calm down I like Adam I’m just saying moves that violent are typically new driven.. he did and typically does have great levels

@MrCapitulation @AdamMancini4 Why are you even here, man?

@luckycharmsyo I realize I just meant that big pop follow through after Iran pres’ statement

@MrCapitulation They were buying way before the headline popped.

@ewtnewbie @AdamMancini4 🙌🙌good

@AdamMancini4 @MrCapitulation Was at dinner when the 6385 alert went off and didn't want to disrupt an evening with my wife. Amazing how those are ALWAYS the ones that run. That's OK, I made triple Daily Goal once I got home last night and today. You rock Adam.

@luckycharmsyo No they’re the ones firing huge vol on the headline imo but I understand your point

@MrCapitulation @AdamMancini4 You think large/smart money is trading and getting whipsawed by headlines? 😂

@cbrandonellis @AdamMancini4 👀

@MrCapitulation @AdamMancini4 There is no macro news. There is a rumor planted by a hedge fund because they were going to lose their ass into quarter end option expiration

@JohnLoc18 Bro please just stop posting you give the newbies incorrect info all the time

$SPY bearish divergence, let’s see how it goes today.

@BuildwithPublic @public @perplexity_ai My token broke AGAIN in less than 2 hours. Is there a reason this could be happening? Nothing else is changing. I re-gen the key, get the token, & get it completely working. Check a couple hours later and it 401s. I gen’d the token on public api doc’s test ui if that ruins it?

This morning I built an agent skill using the @public + @perplexity_ai to trade a manual strategy I've been using for a while- it scans $SPY, $QQQ, and the Mag 7 for swing patterns - then executes options trades through the Public API. This used to take me over 2 hours to scan and execute manually- now it's done in seconds with no errors. Here's the short 3 min demo 🧵