The first sign of AGI will be risk-adjusted returns

This single page is worth 3-4 whole investing books.

The secret hedge funds use to detect market regimes... A 37 page PDF reveals everything:

I made a script that turns all my Philips Hue lights red when BTC starts dumping. Big mistake 😳

Bitcoin Field Notes 1. If Trump bought Intel, he can buy $MSTR. That's a real risk. 2. Bitcoin is driven by people. If people reject a sidechain that promotes the USD, we win. That's a path that'll happen. 3. When the US realized that the USD is inevitably collapsing, it started buying gold. It

here's the thing though; financial architecture locks in the advantage of whoever controls trade flows at the moment it's built. Even if U.S trade continues to decline the system's network effects will maintain it's hegemony

The Inhabited Island-Strugasky Brothers This is one book I need to read again. I lost my copy.

Whatever I am seeing in perps.. Let us just call today a Capital Preservation Saturday. Lemme go touch some grass 😅

Kenya doesn't need to pick sides in a currency war. Diversify the debt. Swap some USD debt for Yuan, add gold heavily, keep IMF cover. Non-alignment isn't neutrality, it's leverage🤷🏾‍♂️

Drivers of Total Shareholder Return If you think the S&P will keep compounding at 15%+, you are wrong and this is why: Stock returns are the sum of dividend yield and price appreciation. So why is 15% not sustainable? 1) Dividend Yield has historically been between 1% and 2%

Bill Gates shouldn't be allowed ANYWHERE close to our reproductive health, women and children and our food systems.

pov: what it feels like to do research at L2BEAT 💗. today featuring Lido

Data shows diminishing marginal returns. > +40% increase in paved roads (2013–2023) <15% drop in logistics costs Urban corridors capture most gains; rural link roads lag. We need a shift from expansionism to productivity per sh.

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"Every night at about 4:30PM I get 272 charts. They cover just about every group in the stock market, every commodity, every currency cross I'm interested in, every fixed income market around the world...daily, weekly, and monthly [charts]...When I make an investment

When The Long Investor tweeted this, it stuck with me. I started digging... And what I found is one of the most under-the-radar secular growth stories of the decade. Hardly anyone’s positioned (including me). Here’s why Peptide Therapeutics may be the next AI-scale wave🧵👇

One of my favorite Polymarket accounts to follow is Scottilicious He is a long-time user who bets massive size on "sure bets" or markets he believes to be a bond. He has amassed total earnings of 1.18M using this strategy Def an account worth keeping an eye on

Better than "our liquidations engine worked beyond your wildest comprehension. The fact that you all lost a quadrillion dollars is proof of that."

prbly the biggest fat finger/strike config error in the history of DTX0s: about 2k lots executed >$24 for smth worth 30-40 cents at best my condolences, praying for you bro

“Hold on, hold on, hold on. You’re using proceeds from Fund II to buy out Fund I’s stake in the same asset?” “We call that a continuation vehicle.” “That is fucking crazy.” “No, it is not. It’s awesome”