Developer. Investor. Bitcoin.
Based in United States
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- Followers 685
- Likes 91,486
'Grain of Salt' just said AI isn’t going to work because they don’t have a call center. Apparently, he asked ChatGPT for the support number, called some 1-800 number, had a terrible experience, and took that as evidence that AI itself is doomed.
Thanks @darkside2030 for correcting him.
nitter.net/i/spaces/1dxYlaoMOBLJX
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Sometimes I wonder what the fuck I’m doing with my time. Comparing open source AI to Linux is seriously retarded
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Bring your lunch and enjoy some MacroTalk Live on the blog app. And play the @AahanPrometheus says "bonds are the worst" drinking game.
open.substack.com/live-strea…
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The level of people having to COPE that this occurred is astronomical.
Like her or not, know who she is or not, you heard her sing every time you flipped through Reels, TikTok, Shorts, and got your hair cut.
Ella Langley’s “Choosin’ Texas” has officially broken the all-time record for most weeks at No. 1 on the Billboard Hot 100, surpassing Mariah Carey’s “All I Want for Christmas Is You” with 23 weeks on top.
variety.com/2026/music/news/…
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There is one absolutely crazy, out of left field, way to address the route in the bond market. And this is gonna sound like I’m a lunatic but just consider it for a sec…ready?….we could spend less…
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It’s easier to understand when you realize there is no such thing as Republicans and Democrats. They are all one big group and put out different messaging in public to keep people fighting amongst themselves
Crazy to think about how Trump could’ve had one of the most successful and popular presidential terms in modern American history… and they completely punted it.
He was elected by a historic coalition and was the first Republican to win the popular vote in decades because of two issues: inflation and illegal immigration.
Inflation was already falling after the Covid and Biden era spending. All he had to do was close the border, conduct mass deportations, and let the economy/AI cook while pushing through deregulation.
Instead, after explicitly running on ending foreign wars, he immediately started a war with Iran which has taken over the entire term. Inflation, energy prices and mortgage rates have all climbed and are heading in the wrong direction. His approval is at an all-time low. He sacrificed his own domestic agenda for a war in the Middle East alongside Israel.
Republicans are now going to lose the House, possibly the Senate, and the next 2 years will be nothing but DC gridlock and investigations. The odds of handing America to the far-left in 2028 have also dramatically increased.
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Today’s action in UST markets was simply the latest and most glaring example of the “Powell’s Dilemma” that Warsh now faces 👇
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Hash Over Cash retweeted
where it gets really weird is that US equities now back the UST market
not enough people appreciate that reflexivity yet, nor what it implies
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Hash Over Cash retweeted
Hiking rates to contain 10y yields didn't work...AGAIN.
Fiscal dominance = Fed's only choice remains HOW they want to lose the long end:
Via cutting rates (near-term inflation, medium-term good outcome) or hiking rates (near-term pain, medium-term Argentine inflation outcome.)
Fed hike = the Fed is trying to tighten financial conditions by giving more interest income to the upper leg of the "K" (Boomers) while simultaneously increasing US govt deficits (via higher interest expense).
That's like screwing to try to get your virginity back.
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Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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@jvisserlabs they’re copying off your paper, tell the teacher
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👀
Managed futures ETFs filed
• Winton Managed Futures ETF
• Winton US Equities & Managed Futures ETF
Eff: Dec 4, 2026
Fees: 0.80%
Diversified managed futures strategy that combines a core allocation to a managed futures (or trend-following) strategy with diversifying quantitative investment strategies, such as carry, developed and implemented by Winton Capital Management Limited. The Fund invests globally long and short, using leverage, in a diversified range of markets including equities, commodities, currencies and fixed income, accessing these markets through futures, forwards, swaps, and other instruments.
Filing: sec.gov/Archives/edgar/data/…
#ETF #NewETF
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Regulatory capture imminent…
We all now know why all the AI heads so uncharacteristically came together to warn about the need to slow down development and act responsibly. Also why Anthropic has suddenly hired Accenture to monitor and audit their AI.
A coming AI ‘accident’ is likely coming post midterms.
Dario and Sam have been checkmated.
The game is officially over.
They are in to a new theatrical show.
Get ready.
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Hash Over Cash retweeted
You will own nothing and be happy, unless you own Bitcoin keys over CBDC’s.
🇪🇺BREAKING: ECB launches “Digital Euro” for banks as Pontes begins tokenized finance pilot.
President of the European Central Bank, Christine Lagarde announces The ECB is launching Pontes today, a platform that will connect private blockchain networks with the TARGET system, allowing banks to settle tokenized assets directly in central bank money.
“It's digital euro made available for banks,” the ECB says, allowing institutions to transact using tokenized assets and DLT “faster, without friction," she adds.
Pontes is the first step toward the ECB’s broader Appia ecosystem for tokenized financial markets, while consumer-facing digital euro testing is planned for mid-2027.
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Bitcoin’s Volatility Problem: A Better Way to Manage the Risk
Keith McCullough has spent years warning investors about complacency around Bitcoin risk.
As Wall Street banks and asset managers increasingly pushed Bitcoin as another allocation in the traditional portfolio, Hedgeye focused on what that conversation was missing: risk management.
Bitcoin has suffered four drawdowns of more than 50% since 2011. Even a relatively small allocation can consume an outsized share of a portfolio’s risk budget.
Getting exposure to Bitcoin is easy. Managing the volatility and downside risk is the hard part.
Keith sits down with Hedgeye Asset Management CIO John S. McNamara III, Portfolio Manager of the Hedgeye Hedged Bitcoin ETF (NYSE: HBIT), to discuss Bitcoin’s volatility and a different approach to managing risk while maintaining exposure to the asset.
Why Hedgeye Launched a Hedged Bitcoin ETF
Bitcoin’s Volatility Problem & the Case for Risk Management
Bitcoin’s 50%+ Drawdowns: Why “Buy and Hold” Gets Difficult
How Hedgeye’s Bitcoin Risk Range Works
HBIT’s Strategy: A Process, Not a Bitcoin Forecast
How HBIT Adjusts Exposure at the Top & Bottom of the Risk Range
Removing Emotion From Bitcoin Investing
What Happens When Bitcoin Enters a Bearish Trend?
Dynamic Hedging vs. Static Hedging
Price, Volume & Volatility: What Drives the Risk Range
Disclosure: Hedgeye Asset Management, LLC ("HAM") is a registered investment adviser and controlled subsidiary of Hedgeye Risk Management, LLC ("HRM"). HAM is compensated, in part, on the asset size of the funds it manages and therefore benefits directly from investments in those funds. HAM is a subsidiary of HRM. HRM holds an ownership interest in HAM and provides research and other services to HAM under a revenue share agreement. As such, HRM benefits indirectly from investments in the funds managed by HAM. For full disclosures, review HAM's Form ADV at adviserinfo.sec.gov/
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