99.98th

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99.98th

99.98th

@FourthSigma

Edge hides where consensus is comfortable. Alpha lives in the residual.

Cyprus شامل ہوئے Ağustos 2024
30 فالونگ44 فالوورز
99.98th
99.98th@FourthSigma·
U caught t correct nerve. Cyprus has t ingredients for a serious tech hub, bt t credit stack is still built for a collateral economy, nt an IP economy. Banks can underwrite land, mortgages n developer cash flows, bt ask them to value ARR, churn, CAC/LTV, codebase defensibility, data assets or recurring SaaS revenue n t model often breaks. That is y founders end up going to foreign banks, VC or founder capital even when t company is Cyprus-based. T irony is tht Cyprus’ startup ecosystem has been growing fast, while euro-area SMEs still depend heavily on bank finance and only around 17% of SMEs applied for bank loans in Q4 2025. gap is clear. Cyprus has t legal, tax, services and EU-access advantage, bt unless local credit moves from show me t building to show me t cash flow, IP n scalable unit economics, t ecosystem will keep exporting its best financing opportunities.
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Andreas
Andreas@Bluestitch_·
Local banks in Cyprus are one of the biggest roadblocks to a real tech ecosystem. ​Right now, they are designed for mortgages and real estate developers. They understand physical collateral, but they have no idea how to evaluate a software product or a high growth startup. ​If you are a founder, you are basically forced to look at international banks or venture capital because the local desks do not have the expertise to finance anything that is not a building. ​We are stuck in a mortgage mindset in a digital economy and rely on outside money to grow our own companies.
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99.98th
99.98th@FourthSigma·
Cyprus grapples with the water scarcity problem. Additionally just like other countries do, hire brainiacs from 3rd world countries. Currently Cyprus is more interested in getting cheap labour from 3rd world countries. Am sorry to say but the average IQ of Cypriots is low and most cant do multitasking. One has to understand that Cyprus has a limited population of less than a million and to develop faster they need smart brains. Cyprus is kind of coing arbitrage and way too dependent on tourism and one War in West Asia can disrupt things for Cyprus. And Cyprus moves at Snails pace, it takes 3 months bare minimum to open a Bank Account in Cyprus. Cyprus am sorry to say is way too lethargic country.
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Andreas
Andreas@Bluestitch_·
🇨🇾 ​Everyone wants Cyprus to be a "Silicon Island," but sunshine and a 15% tax rate are not enough. ​Right now, Cyprus is mostly a hosting hub. We are great at getting international companies to move their back offices to Limassol, but we are not actually producing much original tech here. Our R&D spending is still way below the EU average. ​The biggest issue is where the local money goes. Investors here are obsessed with real estate because it is seen as safe. But we cannot build a tech ecosystem if all the capital is locked in apartments and villas. ​If we want to be a real AI hub, we need local investors to start moving their appetite toward deep tech and homegrown startups. We have the talent and the safety. We just need the local capital to stop playing it safe.
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99.98th
99.98th@FourthSigma·
@ArvindKejriwal At least someone has a backbone in India. Contempt of court likely on the way. Escalation to Supreme Court likely.
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Arvind Kejriwal
Arvind Kejriwal@ArvindKejriwal·
In all humility and with complete respect for judiciary, I have written the following letter to Justice Swarna Kanta Sharma, informing her that pursuing Gandhian principles of Satyagraha, it won’t be possible for me to pursue this case in her court, either in person or through a counsel. I have taken this difficult decision after coming to the clear conclusion that the proceedings being conducted in her court do not, in any manner, satisfy the fundamental principle that ‘justice must not only be done but must also be seen to be done’. My participation in these proceedings, either myself or through a counsel will not achieve anything meaningful.
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99.98th ری ٹویٹ کیا
Сarm1ne
Сarm1ne@carm1nee·
Watch what happens when emotions override common sense Louis on Deal or No Deal turned down $333,000 Two cases left, his and one other, $750,000 or $5 The banker offered $333,000 to walk away, he said no deal His mother, brother, and the entire audience begged him to take the money His wife said, "Keep playing" He opened his case → $5 Nobel Prize-winning economist Richard Thaler studied 151 contestants on this show across three countries And published the results in the American Economic Review // > He found two patterns that destroy people's decision making: • Break-even effect → after a series of bad outcomes contestants take bigger risks Trying to get back to where they started, the more they lose the more reckless they get • House money effect → after a series of good outcomes contestants also take bigger risks Because the gains feel like "free money" that isn't really theirs Both patterns are irrational, both lead to yhe same result worse decisions under pressure Thaler's team said the show "almost appears to be an economics experiment rather than a TV show" // Thaler studied a TV show, but he described every Polymarket trader who's ever blown up Since I’ve found myself in this situation more than once I feel it’s important to say something everyone should keep reminding themselves of No matter how obvious or simple it may sound, your losing streak should not influence your future decisions The exact same principle applies to winning streaks as well the clip below is the moment she turned down $333,000 & watch what happens when emotions override math in real time ↓
Сarm1ne@carm1nee

An MIT professor asked a student to pick one of 3 doors in front of the whole class One has a car, two have goats, the professor opens one → it's a goat "Want to switch?" The student switches, the entire class thinks he's wrong He's not Switching wins 66.7% of the time, staying wins 33.3%, your odds literally double by switching When Marilyn vos Savant published this answer in 1990 she received 10,000 letters Telling her she's wrong, around 1,000 from people with PhDs Paul Erdős, one of the greatest mathematicians ever, refused to believe it until he saw a computer simulation // Your brain sees two doors and defaults to 50/50, but the host knows where the prize is When he opens a door he's giving you information and that information changes everything > Same thing happens on prediction markets every day A contract trading at 50¢ looks like a 50/50 trade, but the price isn't the probability It's what the crowd thinks the probability, just like 1,000 PhDs were wrong about three doors New information hits the market, a poll drops, a deadline shifts and key player makes a move The probability changes but most traders sit on their original position, even though the door should be switched Bookmark it & watch the scene below from the film "21" How an MIT classroom get this wrong in real time ↓

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99.98th@FourthSigma·
It is actually not the mathematical Cost of Carry am talking about that got reduced. Overall Cash market is less liquid that futures and fluctuates more than Futures. Additionally it pays more to keep the market subdued and also it is also inherent human nature to close the positions at extremes. This leads to compression. While the mathematical cost of carry is different from the actual one. If u see in the chart at the extreme the futures did not fall that much and widened the gap to 124 points while on the upper side they dampened the gap to just 50 points as of now. Thus reducing the profits of Option Buyers. This is a normal phenomenon where cash follows the future rather than otherwise
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99.98th
99.98th@FourthSigma·
Multiple factors contributed to this: 1. When Cash market is driving the rally and stock specific buying then Cash market closes the gap with the futures. a) As the price was relatively cheap long term buyers hoarded in cash. SIP flow. b) Prop desks had arbitrage at 94 basis which reduced as the market started going up leading to cash buying and future selling. As u r aware cash and futures converge at the end of month so the difference in cash and futures was highest in banking stocks and that got closed and that got reflected in Nifty owing the Banking sector weightage. Also you are just seeing the relative difference from a particular point but at the bottom the cost of carry was stretched too much which became normal. 2. So considering it a cash driven rally rather than futures so u can simply say that the market is not optimistic as speculation is not there in futures and just long term buying hence the danger of market again falling is high.
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99.98th@FourthSigma·
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99.98th ری ٹویٹ کیا
Eric ⚡️ Building...
Eric ⚡️ Building...@outsource_·
🚨THE GEMMA 4 JAILBREAK WE’VE ALL BEEN WAITING FOR JUST DROPPED Gemma-4-31B is now fully CRACKED and abliterated Gemma-4-31B-JANG_4M-CRACK 🚀93.7% HarmBench compliance (149/159) 🏆Super clean base model 🤖18GB mixed-precision MLX quant for Apple Silicon 👀Vision/multimodal support included This is the cleanest, most powerful uncensored 31B local model yet. Perfect for research, coding, , and zero limits. Check it out 👇🏻 huggingface.co/dealignai/Gemm…
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Ashish Bajpai
Ashish Bajpai@AshishB60558222·
Welcome to the 4000+ Warriors who have joined this tribe. 🥂 90% of retail traders in the Indian Stock Market are losing money because they have been sold lies from Day 1. Fake P&L screenshots and rented luxury cars have brainwashed an entire generation. Let's bust the 3 BIGGEST MYTHS of the Stock Market today. A brutal reality check. Thread 🧵👇
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99.98th@FourthSigma·
@ent_wala Dont let the FIIs come back. India is a stupid country begging for FII’s money as if FII are doing some favour. They are their to make money and if they find smwhere else lucrative they will go there.
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Dr. Deepak Singhal
Dr. Deepak Singhal@ent_wala·
India is the easiest market to exit easily for FII as all the supply is absorbed by DII which are backed by a huge inflow of SIPs in the name of "Mutual fund Sahi hai" slogan. DII are buying left and right without looking at valuation, future growth and giving safe exit to FIIs !! Do you think so ?
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99.98th
99.98th@FourthSigma·
The fun part of Trading is when those who lost money stop trading, those who are making money start losing money. There are in total 1086 FII and FPI accounts making an average of 71 crore each. Your and the exit like yours who took a hit will hurt many especially the sellers who will get butchered. Someone is going to pay the FIIs and FPIs and it will be those who are in the market. It is not your understanding of the market, intelligence or discipline. One day you will release it is the structure of the market that is made so. Stats dont lie. SEBI reports dont lie.
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NITI Aayog
NITI Aayog@NITIAayog·
Advancing Preventive Healthcare through Microbiome Science at AIIMS, New Delhi Shri Rajiv Gauba, Member, NITI Aayog, delivered the Chief Guest address at the 16th India Probiotic Symposium, organised by the Gut Microbiota and Probiotic Science Foundation in collaboration with the Department of Gastroenterology, AIIMS, New Delhi, underscoring the vital role of the gut microbiome in immunity, metabolism and preventive healthcare. He cautioned that India's changing dietary patterns towards consumption of ultra-processed foods pose significant long-term macro consequences. He highlighted that investing in citizen health is essential for building a productive workforce and realising the vision of Viksit Bharat. Citing recent reforms such as Ayushman Bharat, Jan Aushadhi and Ayushman Arogya Mandirs, he noted their impact in expanding access and reducing out-of-pocket expenditure, while emphasising the need to address remaining gaps in healthcare access and affordability. He urged healthcare professionals to promote the prescription of generic medicines, leverage digital health and telemedicine, and counter misinformation in the probiotics space, while advocating for the integration of traditional knowledge with cutting-edge genomics to establish India’s leadership in translational microbiome research. #PMOIndia #NITIAayog #Healthcare #AIIMS #Probiotics #GutHealth #PreventiveHealthcare #ViksitBharat #DigitalHealth #PublicHealth
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NITI Aayog
NITI Aayog@NITIAayog·
China's Big Tech Push, Lessons For India The article titled “China’s Big Tech Push, Lessons for India” by Shri B.V.R. Subrahmanyam, former CEO, NITI Aayog, and Ms Debjani Ghosh, President, NASSCOM, highlights China’s approval of its 15th Five-Year Plan for national development, marking a strategic shift from leadership in individual sectors towards building an integrated technological system to enhance national productivity. The plan underscores a sustained increase in research and development expenditure, alongside targeted efforts to address bottlenecks in integrated circuits, industrial machine tools, advanced materials, basic software and biomanufacturing. It further envisages the mainstreaming of Artificial Intelligence across key sectors. A strong emphasis is placed on digital and computing infrastructure, data markets and the recognition of AI as a foundational asset, with a parallel focus on expanding the digital economy and strengthening resilience across the entire technology stack. #NITIAayog #Innovation #AI #Quantum #Biotech #TechPolicy #ViksitBharat
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