mil q @CptMil
Software & ML engineer. ex indie game dev. Web & Data Science MSc. Software Engineering BSc. Joined December 2013-
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From JPM: • Momentum crowding flashing RED at 99.8%ile – fastest increase ever. • Last seen at the peak of 2000 Tech Bubble. • Equity investor positioning near prior highs. • Momentum often becomes crowded – leading to inevitable momentum crash. Stay nimble.
I know the term "Confidence Elasticity" sounds technical and dull, but the concept is simple: demand is a function not of price but of our mood. Moreover, there are some things we only want at specific levels of mood.
“Large language models are fact-rich like a big library and more autonomous than an abacus. Like an abacus, they are tools that can be used to augment our intelligence — a kind of steampunk mechanical library. But we cannot confuse having this tool with having an understanding,”
Large language models do not “understand”. They build no theories; they do no abductive reasoning. They may offer the illusion of understanding, particularly for domains on which they are well-trained with corpus that explain that domain.
Large language models do not “understand”. They build no theories; they do no abductive reasoning. They may offer the illusion of understanding, particularly for domains on which they are well-trained with corpus that explain that domain.
Crypto influencers persuade people to invest in low marketcap coins. Here I would like to show you what happens when tweets like this show up on your timeline. It can be a disaster for you and the market. Do not let anybody be his exit liquidity. $FIDA 🧵🧵🧵
Now that Dan Friedberg, from FTX, has everyone's attention: It's time to pay attention to Dan's former coworker, that works for Bitfinex/Tether today. Stuart Hoegner. The largest fraud in cryptocurrency still operating. He's the one that said Tether can't ever do an audit.
There is still $180 billion in these coins. If you’re a fiduciary how can you be certain your client’s money is safe? The guy who has a secret HQ he can’t disclose? The people who can never quite indisputably prove the reserves? Come on.
Alameda Research “pitch deck”. (From @Dogetoshi) “High returns with no risk” “These loans have no downside” “15% APY” Alameda Research was a Ponzi scheme from day one. That’s why they did business with Bitfinex/Tether. Run by pro-Ponzi scammers.
1/ Chapter 11: Electric Boogaloo As I predicted, FTX has now filed for a Chapter 11 in the US. The filing includes FTX Intl, Alameda and most interestingly - FTX US. So here is a hentai anime penguin in a suit to walk you through what it means for FTX and users.
1/ Here is a thread with some visual aids on how a Binance bailout or acquisition of FTX could be structured from a hentai anime penguin that has done quite a few big ticket distressed M&As and restructurings in his day. Hint: It really isn't as simple as people try to make it.
Like both David Tepper and Stanley Druckenmiller, Alex Sacerdote has built a ~$10B cash position as of 6/30. He has been a net seller in 7 of the last 8 quarters. In 22Q2 his fund sold out 25 stocks incl. $SHOP $NVDA $TSLA 👇🏻 Lots of cash is what all 3 managers have in common.
Like both David Tepper and Stanley Druckenmiller, Alex Sacerdote has built a ~$10B cash position as of 6/30. He has been a net seller in 7 of the last 8 quarters. In 22Q2 his fund sold out 25 stocks incl. $SHOP $NVDA $TSLA 👇🏻 Lots of cash is what all 3 managers have in common. https://t.co/Y00TltbtW2
CEO + CHECKLIST Get options, lots Abuse accounting Abuse customers Abuse employees Overpromise/lie Sell shares to retail suckers Promote/sell lethal tech Harass regulators/government Dilute focus on non-business interests Promote Ponzis Sex with subordinates to populate planet
It's never too late to send an apology @stablekwon 0x8C32eC42453925Cd95ef82900e597dE2D629b18E
It's never too late to send an apology @stablekwon 0x8C32eC42453925Cd95ef82900e597dE2D629b18E
"Never bet on the end of the world. It never ends, and if it does, who will you settle the trade with?" – Art Cashin (2009 interview)
QQQ has the most Shorts since 2018. More than MARCH 2020. A massive Tech/Growth short squeeze may just be getting started.
Human nature never changes... Updated:
Equity traders have cut exposure at the fastest rate in history. The one-week positioning change is at a new record low – worse than the MARCH 2020 bottom. Relative to Market Cap, the selling is also among the worst in history – previously seen at some Major market bottoms.
Investor sentiment is at historic pessimism. Worse than MARCH 2020. Worse than DECEMBER 2018. Even in 2008 – similar spikes led to violent Bear Market rallies. And lastly – when investors finally got this negative, the 2000-2002 Tech Crash was *over*.
We're nearing the end of this correction.Sentiment is very bearish.Can still test the lows & perhaps even make lower lows but a historic melt-up is about to get underway.The economy's decelerating & the tightening narrative is peaking.S&P to 6000,Dow 45000,Nasdaq 20000 & RUT 3000
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me @mememe69696969
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150K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIA
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G 🇦🇺 @bluewolfpack1
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F is for Fox @rektcryptofox
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artsch00lreject @artsch00lreject
45K Followers 3K Following 🤍🍓💸 🐸🌎 art/crypto/memes/marketing/mwo——— ✞★ having fun @lofipepenft ✞★ ( NFA )
Sunil (FTX Creditor C.. @sunil_trades
9K Followers 90 Following FTX Creditor Activist | 📺 Featured in @BBCPanorama, @FT film, @FoxNews @TuckerCarlson Films, @CNBC doc, @AJEnglish
yugo (cute/acc) @yugoviking
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107K Followers 27 Following Decentralized Community-Run News Aggregator. Full News Feed: https://t.co/VcKnL0tBpo Powered by: @TreeTokenEth
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27K Followers 610 Following Associate Portfolio Manager at Revere Asset Mgmt. @dubinvest Consultant. @deepvue partner. Prev. @Upticken Capital Mgmt and @TraderLion_. Not financial advice.
Official Committee of.. @FTX_Committee
8K Followers 29 Following Official twitter account of the Official Committee of Unsecured Creditors (UCC) of FTX, providing news, updates, and transparency.
AV @AureliusValue
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⚯ M Cryptadamus ⚯.. @Cryptadamist
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😈 Spawny | spawny... @hellspawncrypto
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FTX @FTX_Official
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The very moment you feel you should give up is the very moment things turn.
„This is the last easy cycle” - crypto bro in his 3rd cycle, still spending 14 hours a day trading hotdog coins. This place is consistently delusional about the number of people who have "made it" from crypto. In reality, most fail to maintain their gains and lose them between…
Further indication that @OpenAI and @Microsoft are chasing the wrong architecture.
BREAKING: Microsoft $MSFT and OpenAI want to build a $100 Billion AI supercomputer called "Stargate” It would hold “millions of GPUs” These guys really want to take over the world bro… Microsoft is not stopping
this huberman guy got over *one million* people to watch a video on how to drink water. do you think that, just maybe, you could figure that out yourself?
Anyone who tells you what the future is gonna look like is fkin guessing, however many fancy words they use. Don’t be fooled.
As confidence falls, scrutiny rises... We see more because we look more.
Just for context, there really needs to be an acknowledgement that there were innumerable mechanical diversions that were largely ignored by mainstream media outlets prior to January 5.
There's a sentiment indicator in here somewhere...
Jensen Huang is the new Taylor Swift
I can't shake the feeling this chart will have a future in my "Middle Finger Chart" file...
The 2x Nvidia ETF is busting out big time, traded $2.2b on Friday (headed for same amt today too) and is now $1.3b in aum. Performance is out of control 166% YTD. As we predicted most single stock ETFs would live in oblivion but a few would get hot. $NVDL is eg of that
At the top of every bubble, everyone is convinced it's not yet a bubble.
Why don't they just hire Devin?
Today we're excited to introduce Devin, the first AI software engineer. Devin is the new state-of-the-art on the SWE-Bench coding benchmark, has successfully passed practical engineering interviews from leading AI companies, and has even completed real jobs on Upwork. Devin is…
From JPM: • Momentum crowding flashing RED at 99.8%ile – fastest increase ever. • Last seen at the peak of 2000 Tech Bubble. • Equity investor positioning near prior highs. • Momentum often becomes crowded – leading to inevitable momentum crash. Stay nimble.
$APT I bought this one a while back and just sold some for a nice profit. Here's the thing, I didn't even check the price before buying. All I had to see was somebody messing up big time with the Chevy with the levy, and now the rally is simply getting overextended. Check out…
People who are posting 'funding reset' as a bullish argument have no clue how market dynamics work. A hard reset in funding here shows the market slapping retail in the face. The opportunity was buying blue and selling into orange. Simple as that. It's not even an argument.…
By being overleveraged, you are putting a target on your back. Funding rates show how high (or desperate) emotions were getting. This period was ridiculous. $260 million in longs liquidated in the last 4 hours. Stocks are on shaky ground as well... I can assure you, a lot more…
None.
To what extent is the new Claude3 AI self-aware?
Growing up in Hong Kong I often see around me a quiet type of desperation among young people. You’re not poor enough to live in squalor. But you will never be rich enough to build a family comfortably beyond a 200 sq ft box. People don’t just want to make money to buy…
🚨🚨 Today I'm publishing part 2 of my thesis. Get comfy. This is prob a 15 minute read. It's called- Financial Nihilism: The Zeitgeist of Young America
D.E. Shaw Among Hedge Funds Buying Blind Pools of Bank Risk: BBG Confidence Elasticity at its best. There are some things we only want when confidence is high, and a "blind pool" is one of them.
I know the term "Confidence Elasticity" sounds technical and dull, but the concept is simple: demand is a function not of price but of our mood. Moreover, there are some things we only want at specific levels of mood.
Most: Today is gift. Some: Today is a grift. Be careful out there.
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