80 iq. poor. divinely inspired.
the lab
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I’ve leverage longed a shitcoin, opened a FOMO account, ripped thousands of dollars in Pokémon packs, and minted an NFT project in the last couple weeks
and you’re bullish???
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we’re bringing the entire Treasury curve onchain
@tradeparagon
$2Y and $30Y are now live alongside $10Y on Hyperliquid. Trade US Treasury yields 24/7 with 20x leverage.
The 2-year is the front-end benchmark for Fed policy expectations. The 30-year trades on term premium, long-dated US borrowing and demand from pensions and insurers.
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I have just been informed that certain recent posts of mine may not meet IPO-readiness standards
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the economy is ripping...
if you define the economy by the sectors doing well and define the trend by the latest data print
the economy is *not* ripping
PMIs are diffusion indices and measure how broadly conditions are improving *not* how large the improvement is
a strong manufacturing PMI is great, but manufacturing is a relatively small share of the economy and all the strength is concentrated in defense, AI infra, and maintaining inventories
same issue with retail sales. headline sales are nominal. higher prices ≠ stronger spending.
a more accurate read is that there are strong pockets of activity and some broad resilience but the economy remains on edge
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people are very quick to question whether CPI composition reflects real world conditions accurately, but rarely apply the same skepticism to PMI, other headline aggregate datapoints and equity indices like the Nasdaq
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