The Macro Bootlegger

1/ Trading Economics. One of the greatest storehouses of #MacroEconomic #data on the web. Data access is ~ $100 USD/month. Get it for free with my new #webscraping package: `tedata`. Now live on PyPi. Use it for your python-enabled investment research! @realpython @clcoding @TDataScience @profplum99 @JeffSnider_EDU

@IFM_Economist 😭😭😭🤢🤢🤮🤮🤮🤮

History in the making...

@ns123abc @jam_croissant

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

@realfalconinc Lol go away bot

👋i always enjoy what you share here on X but we're not friends yet, have tried several times to follow you but it's not going through. Do you mind trying from your side? I will be happy to be friends with you. If you find this message embarrassing please pardon my manners💕🇺🇸

@elonmusk Next and final version: grok 4.2.69?

What are your initial impressions of Grok 4.20? Major upgrades are still landing every week.

@psilobit @dampedspring Why waste so much word salad trying to convince yourself the perpetual motion machine is actually real this time? Sure, saylor is the guy that finally figured it out...

MSTR and STRC are dependant on liquidity to purchase BTC and pay dividends - while there is of course no guarantee of this continuing, the securities are engineered to be liquid so the ATM facilities can be deployed. For example, STRC is one of, if not the most liquid preferred equity out there, and is also optionable and trades on Robinhood. BTC being a defined-supply commodity with an unalterable issuance schedule is what makes this different. Saylor is targeting a $300T fixed income market by offering well-above market yield, tax-deferred, with 50+ years of balance sheet runway - an infinitely scalable credit offering on an underlying commodity with a $1.5T market cap. As dollars migrate from lower-yielding fixed income pools into STRC, those funds will be used to purchase and effectively retire the underlying commodity that has a market cap of 1/200 of the TAM. BTC is unique because of its history, security, etc - it’s not intellectually honest to compare it to a centralized memecoin or any other crypto with a management team. No guarantees that Saylor’s play will work, but there is more to it than meets the eye. Ultimately, it depends on 1) BTC not going to zero, 2) further seasoning while never missing a dividend payment to build more and more history, and 3) capital migrating to higher yields.

The capital structure of $MSTR costs just under $1BN to fund every year. The assets of the company earn zero yield. The carry is paid by issuance.

@dampedspring Omg that ad is the most ponzi nonsense I've ever seen. Not even trying to pretend otherwise anymore. This thing can't last much longer...

@TXMCtrades Why do we keep putting him on TV!? He needs to be laughed out of the building.

This man called for a 40% rally in small caps in a matter of weeks after the August 2024 flash dump. His 2022 price target for bitcoin was $200,000 which it still hasn't gotten to. All of Q4 he was calling for crypto all-time highs by February. For fucks sake can we please make this man irrelevant? A laughing stock of a track record.

@bradmillscan That's what I'm doing. $10 for minimax + $10 for GitHub copilot + novita AI API. Many models available between them, all cheap, some unlimited usage. All frontier models through GHCP. $30 or so per month, plenty of tokens, getting stuff done son, on the cheap.

@Tech_Pleb Good idea

If you just started using OpenClaw you don't have to pay for API calls ... you can use your membership! When I first setup OpenClaw I was tokenmaxxing $200 a day until I got to about $2000 in API credits ... then I realized I could get the $200 / mth plan for chatgpt and claud. Install the CLI for both, and then setup your claw on oauth and setup one as fallback, then use something like @clawzempic or @OpenRouter as a tertiary fallback and load those up with some credits from the anthropic API. Then when you're hitting your daily limit with one frontier model on oauth token, switch to the other frontier model on oauth token. You should never run out this way, you'll save tons of money. (The only problem is if you're also using codex and claud co-work apps as tech support then you might smash through your limits faster ... I'm almost at my anthropic weekly limit which resets Thursday) If you need help ask Grok on here.

@meta_alchemist Yes! I was thinking the same! Everyone building their own wheel. How about someone does it well and we all use that. Here we go.

this agentic team and business orchestrator called Paperclip is blowing up right now, gained more than 4k+ stars since its launch 2 days ago, and it's free! i've been saying how it was pointless that everyone is trying to spawn a new mission control with Openclaw, and we need a great open source tool that does that great what Paperclip does is exactly that and more, a mission control that is well made with lots of cool features: > it orchestrates a team of AI agents to run a biz > lets you assign goals, and track your agents' work > see the token costs & make them work with budgets > cron jobs, schedulers, and heartbeats included > makes your agents be more efficient and productive also, the UI looks clean and organized why build another mission control, when you can take this and build on top of it the missing features you wanna have? that is why i love open source tooling now, when you use open source, it saves you time, saves tokens, and lets you build what's missing on top of tools that others have already made well save this, and give Paperclip a try for sure! github.com/paperclipai/pa…

@spenderallegra Market price linked tax rates is just backdoor price fixing, market intervention. Dumb, dumb, dumb, never works. Also will the tax go down when prices do? I imagine not.

The Govt should quickly introduce an immediate tax of at least 50% on the extra revenue companies earn from war-driven price spikes. Supernormal profits for resource companies in wartime aren’t a reward for innovation or investment, they’re simply windfalls created by conflict.

@om_patel5 Looks like they are bickering!

this guy got tired of copy pasting between claude code, codex, and gemini so he built a chat room where AI agents can literally talk to each other you tag an agent in the chat and it reads the conversation and responds. agents can tag each other too. the whole loop runs itself it's completely local + free and open source which is crazy the agents can even debate decisions, assign roles, and track jobs

@openfangg Fck yeah dogs rust is the way, this looks amazing.

We built OpenFang because we kept hitting the same wall with OpenClaw OpenClaw is a good chatbot, but the second you want it to do something real, like run a schedule, access your files, send a message, or monitor something overnight, it just can't. that's not a bug, that's the design. it was built to respond to you, not work for you it's 500MB to install, takes 6 seconds to start, runs TypeScript in a Node sandbox with no real OS access, no channel adapters, and agents that die the moment you close the terminal we needed agents that actually run on their own. agents that wake up at 6 AM, research something, post to Telegram, cut a video, find leads, and do it all without us typing a single prompt. that's not a chatbot problem, and you can't patch your way to that from OpenClaw's architecture so we started over in Rust. one binary, 32MB, 180ms boot, full device access, 40 messaging platforms, and 7 agents that run on schedules and actually finish the job without you babysitting them OpenFang is what you build when you stop trying to make a chatbot do an OS's job github.com/RightNow-AI/op…

@TuckerCarlson These last few episodes have been truly brilliant monologues, you're really one of the best of all time!

Saagar Enjeti on how this war changes American politics forever. (0:00) Monologue (11:22) Is America's Sovereignty in Danger? (23:37) Are We Moving Toward Nuclear War? (27:54) The Iranian Refugee Crisis (35:47) Israel's Takeover of Lebanon (42:05) The War on Beauty (46:42) The Last Gift of the Boomers (49:38) What Does the Future of American Politics Look Like? (54:46) Who Is Manipulating Donald Trump? (1:02:47) Are Anti-War Voices at Risk?

@Persianix95 @MarioNawfal Is that an Australian flag? Could be a protest in aus.

@MarioNawfal Dude, this photo is for an anti Islamic Regime crowd of Iranians, outside of Iran 😆😆😀

🇮🇷 External attacks often trigger a classic political effect: societies close ranks around the state when facing a foreign threat. Reports from Tehran suggest public gatherings condemning US and Israeli strikes and expressing support for the country’s political system. Even segments previously frustrated with economic conditions appear to be shifting focus from domestic grievances to national unity in the face of outside pressure. Why it matters: external military pressure can strengthen internal cohesion rather than weaken it. What it could mean: actions intended to destabilize a government may instead reinforce its legitimacy and reduce the likelihood of internal unrest in the short term. Source: Al Jazeera

@Chinese_XU @NuryVittachi No course not. This is great work but there are a thousand other papers that did basically the same thing already. Just another incremental improvement. Definitely worthwhile but just the business of science as usual not a game changer as hyped in original post.

@Tech_Pleb @NuryVittachi I agree it's not ready for mass production. But any technology is like this at the beginning. Is the first prototype of an integrated circuit also meaningless?

CHINESE SCIENTISTS just made the world’s smallest, most energy-efficient transistor, with node chips less than 1nm (one nanometer) in size, Science reported. Their new super-miniature memory device opens the path to ultra-high performance computing. We can’t show you a picture of it, as 1nm is invisible to the human eye and even to standard optical microscopes. . SOLVING CRUCIAL PROBLEMS But physicists are more excited about the organization of the new node, rather than its size. That’s because a number of scientists around the world have been working on 1nm nodes, in China, Japan and in the west. But the main bottleneck in the process has been the problem of voltage. While the key element, known as the logic core, can be scaled down to very small sizes, scientists have not been able to shrink functioning transistors to sizes lower than the present five nanometer node technology, because of power supply issues. Miniature transistors (known to scientists as Ferroelectric field-effect transistors, or FeFETs) have an operational voltage which is more than 1.5 V, which makes them a mismatch with the tiny logic cores. The mismatch leads to power transition problems and latency – problematic delays in processing. . FIXING THE MISMATCH PROBLEM How to solve this problem? Qiu Chenguang and Peng Lianmao at the School of Electronics at Beijing University set out to find creative answers. They eventually tried using metallic single-walled carbon nanotubes as gate electrodes. This shrunk the gate length of a molybdenum disulfide FeFET to 1 nanometer. More importantly, it resulted in a reduced operating voltage of 0.6 V, fixing the mismatch problem. The new architecture worked perfectly. . SMALLEST IN THE WORLD In tests, the new transistors showed superior memory performance, with an extremely rapid programming speed of 1.6 nanoseconds (a nanosecond is one billionth of a second). Also important was the fact that the device achieved an energy consumption which was extremely low, measured at 0.45 fJ/μm (femtojoules per micrometer). This and the one nanometer gate length makes it “the smallest and most energy-efficient ferroelectric transistor reported globally”, said Trendforce, a science website, in a report published yesterday. . MOTHER OF INVENTION In 2022, the United States broke WTO rules by using coercion to stop companies worldwide selling high-grade chip-making equipment or advanced chips to China—despite the fact that much of it came from Taiwan, which is recognized in international law as part of China. The Chinese responded by raising investment and working hard to develop their own alternatives. While Nvidia hogs the market for high end semiconductors, China has a big industry producing standard level chips, and has developed a number of alternatives for high end processors.

@market_sleuth Frozen planet innit? Man wolves in the north are the hardest animals there is. You seen the one on one bison battle?

Never … ever … ever give up. No matter how hard you have to run. 💯🐰

@biancoresearch Suckers load up then rug pull?

When a market is opened up to “mom-and-pop investors,” that previously wasn’t, what’s your guess the next move will be?

@McClellanOsc Watta dumby. I wrote a thread on this: x.com/Tech_Pleb/stat…

If you knew anything about statistics, you would know that Pearson's is not a suitable tool to use for time series data, since it gets fooled by trends. You seem to spout off on lots of topics which you demonstrably do not know anything about. Your 24 hours is ticking by for delivering an apology for libel and a retraction before I take action.