Equity Research | Stock Analysis | On-chain Blockchain Analytics Not financial advice | DYOR
Joined February 2022
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Ignorance is more ruinous than malice. The American people have chosen their future.
My family escaped a brutal Islamic dictatorship.
Never in my life did I imagine that Americans would one day elect those who not only refuse to call out Islamic terrorism, but also openly praise Allah, in Arabic, in a political speech.
This is what an invasion looks like.
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Terrance ZZZ retweeted
What a disaster atlasum.net/blog/cve-2026-98…
Terrance ZZZ retweeted
BREAKING: Chinese illicit actors laundering funds from the $387M Bitget exploit on behalf of the alleged DPRK attackers are openly asking for support with orders in public Discord servers and Telegram channels of services they use.
Notably, Alias 4 (below) was also seen laundering funds from the Kelp DAO $292M exploit earlier this year.
I've observed the same pattern after multiple TraderTraitor attributed exploits, and I've closely tracked these groups. I plan to share more of my data on them in coming weeks.
Currently, funds are being chain-hopped via bridges and being deposited into mixing services such as Wasabi.
Alias 1 - Cc
Discord: cc02006
Discord ID: 1351486674386948148
Txn: F08657EFAEAE7B58217CD17A22BF4779582E5D080C2E92E173BC239A5D828363
Alias 2 - jack
Discord: jack_34808
Discord ID: 1553705721768714377
Txn: 68583D313A0CCC99F2702D61D05A242A69C86CAE09ED252B65F34B677C377F69
Alias 3 - Melon
Discord: under0346
Discord ID: 1394240539108573215
Txn 1: ABE2AEF8B10057E60F8259CA2CA2CD5D71D38D254960FEEE89CB3C95A964873F
Txn 2: 7BE290865901DEB1680A6D692A11392D1FDDACA0D31C48F26DCB249F2444BD6B
Alias 4 - lolo / Marin
TG: pvpcz
TGID: 6223514198
Discord: losern
Discord ID: 1024415186527985704
Txn: 8E935C19D00F40639B78BF1FD094FE48C92118F3E586AB52DF93851080CCCE15
Alias 5 - HELP ME
Discord: helpme031897
Discord ID: 1554035533817188384
Txn: 7C58CAD760EBBED54F2CA4D2146D056910B7B6688B4F524396DC8807353C2379
有没有人解释一下美联储加息维持信誉的必要性。因为地缘问题导致的油价问题进而导致的通胀，加息本身并不会有很好的效果，如果为了维持信誉加息，换来的可能是脆弱部门的进一步承压，可能导致消费和就业同步走弱，那时候降息可能已经来不及了。
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hyperliquid的mark price机制：Component 1：Oracle Price + 150 秒 EMA（偏差平滑）。Component 2：链上订单簿 median(best bid / best ask / last trade)。Component 3：外部 CEX 永续中位数。
mark price是三个component的median。所以理论上应该是1:正股出现极端成交影响oracle，2.有人在极端位置limit sell，成交后显著影响了component2。导致三者取median形成插针。
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Terrance ZZZ retweeted
@tdurie95 and I wrote about this about 3 months ago — when I explained why this inflation wave is transitory (using similar techniques) at during the IMF-WB spring meetings I was roundly panned.
If this inflation wave does fade in 27 as GS suggests below (a view we have held since 3 months ago), then we are 3 for 3 in the past 5 years on inflation calls (not on team transitory in 21-23, called the low on tariffs last year).
$nbis I'm considering taking some profit here and buying back when there's a correction.
Terrance ZZZ retweeted
Today, we announced our Q1 2026 financial results. Here are the highlights:
- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%.
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.
We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven.
Read more in our press release: nebius.com/newsroom/nebius-r…
Terrance ZZZ retweeted
xAI update: staff are being called into meetings with Cursor employees to explain their work
xAI has also done more layoffs, including ~10 people cut last week across teams working on Grok
And Devendra Chaplot, a big hire who joined in March and reported to Elon, left in April
Terrance ZZZ retweeted
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.
This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
$SMCI Closed my full SMCI position at 32.25 for profit.
Just opened a short-term position in $SMCI at $26.8.
The arrest is an isolated incident — company is NOT a defendant, and SMCI has already placed the involved executive on administrative leave + fired the contractor. Core fundamentals unchanged: AI server demand strong, FY2026 revenue guidance $40B+ intact. Valuation now extremely attractive at ~0.46x forward sales.
Tactical trade on the panic dip. DYOR, not financial advice. #SMCI
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