Crazy the Threadguy livestream markets are live on Kalshi before Polymarket (who sponsors the show) kalshi.com/markets/kxthre…

Hyperliquid capturing ~35% of real economic value in less than a year is absolutely bananas Hyperbullish

This man is an actual alien… the shorter guy guarding him is 7’1” (2.16m) The NBA product is changing so dramatically

All roads lead to Rome

Holy moly… JPM getting in on the leveraged action

The biggest movement happens after Dec 1 Fed Chair Powell announced they'll halt balance sheet reduction on December 1 QT is over, let the spice flow

So how good is the new Cursor 2? Well it performed #2 in the Cursor-Bench score... ya its own bench score 🥸 Jokes aside, its multi-agent interface is pretty good but not a game changer if you've set up agentic teams in Claude Code Good but not worth a switch

Feed is now getting flooded with the LinkedIn-style engagement farming "Want to try it? Do X, Y, and Z or comment “AI” and I'll send you this tool/prompt/pdf" Please Nikita Bier don't let this crap work on this platform

See you next November

Prediction market integration news for today: 12:06 Polymarket announces Google partnership 12:13 Walter Bloomberg says Kalshi x Google (finance) partnership Given the news, it's interesting to see: - Polymarket failed to mention it was Google Finance - Kalshi didn't even

A few MUST knows around resolutions in prediction markets: - YES only ~20% of the time - 90% (+/- 1%) accuracy between 1 month and 12hrs, but jumps to 95% 4hrs prior to resolution - Higher Vol = higher likelihood of correctness *These are based on Polymarket analytics With

Damn the markets are front running Black Friday sales with all these markdowns

AI is going everywhere, doing everything, all at once

Nvidia announced the highest revenue a company has ever made in a quarter... and the good vibes didnt even last 24hrs

The timeliness of this post is amazing... EU fines X €120m and launched an antitrust investigation into Google's AI in the past day The data may vary, but the sentiment remains

Back after a long hiatus the past two days, and honestly, not much has changed… Thirsty girls putting up photos of themselves asking everyone NOT to use grok on them... smart CT being overly self-referential... dumb Prediction markets are taking over the world and if you use

“Greatness does not come out of intelligence, it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered.” - Jensen Huang Keep going

100K+ mobile games are released per YEAR and only a few hundred ever "make it" 0.1% success rate translates across software What makes you think AI making creation easier raises the success rate of a product? Everyone shitting on AI's ability to make products doesn't get that