Joined February 2011
This is elite. I love hearing good coaches coach.
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1/ Russian commentators are sounding the alarm over America's use of a new kamikaze drone against Iran, the Low-cost Unmanned Combat Attack System (LUCAS). They note that it appears to have an integrated Starlink terminal and warn that it's a serious threat to Russia. ⬇️
Readers added context they thought people might want to know
The drones run on Starshield satellite network, that's separate from Starklink. Starshield was developed, build, and launched by SpaceX in partnership with and strictly for use by the US military. wbhm.org/npr-story/a-cl… en.wikipedia.org/wiki/SpaceX_St…
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FxMacro retweeted
🚨 THE BIGGEST CRYPTO MYSTERY HAS FINALLY BEEN RESOLVED. Who crashed Luna and UST to 0 and brought down the entire crypto market in 2022? Jane Street. The same Jane Street accused of "10AM manipulation" also front-ran the 2022 Terra collapse. In February 2026, the Terraform Labs bankruptcy administrator filed a lawsuit in Manhattan. They accused Jane Street of causing the Terra collapse. For those who don't remember, UST depegged in May 2022. This caused LUNA to hyperinflate due to its mechanism, and $40B was wiped out within days. Later, the same collapse had a domino effect, which started a brutal crypto winter. As per the lawsuit, UST depeg was a smart playbook by Jane. Here’s the timeline outlined in court: • In May, Terraform quietly pulls 150M UST liquidity from Curve • Minutes later, Jane Street allegedly dumps 85M UST • Panic spreads • Depeg accelerated, and a collapse happened. The complaint also claims Jane Street had advance knowledge via a private group chat called “Bryce’s Secret.” A Jane Street trader who was a former Terraform intern and provided insider information. But that's not all. The suit alleges Jane Street: • Avoided $200M+ in losses • Profited during the meltdown • Positioned themselves while retail was wiped out Jane Street has denied everything and called the lawsuit “baseless.” But the timeline indicates that Jane Street maybe behind all this. And this begs a very important question. What if the real culprit behind the October 10th crash is also Jane Street?
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“Let me get this straight, you can buy a burrito on an interest-free instalment plan?” “That’s right, and we’re not even based in the Chipotle store.” “So, you finance this by packaging the burrito instalment loans into Burrito CDO A, which has part of Burrito CDO B and both get put into Burrito CDO C?” “Yeah. The original loans are backed by burritos. Chicke. Pork. Carne Asada. Whatever. But Burrito CDO C is a synthetic Burrito CDO. A CDO of Burrito CDOs.” “Ok, let’s say we have an underlying pool of $10,000 in burritos. How much money could be out there betting on instalment loans and your synthetic burrito CDOs?” “Probably $100,000,000.” “C’mon! How much bigger is the market for burrito instalment loans than actual edible real-life cheesy burritos?” “At least 100x.” “That is fucking crazy.” “No, it’s awesome.”
DoorDash, $DASH, and Klarna have signed a deal where customers can choose to pay for food deliveries in interest-free installments
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⚠ Bloomberg Top Forecasters Q4 2024 ⚠ ➡ I ended the year ranked as Bloomberg’s: 🏆 Top Forecaster of the 🇺🇸 Economy (12th time in 13 years) 🏆 Top Forecaster of the 🇪🇺 Economy (7th time in 10 years) 🏆 Top Forecaster of the 🇨🇳 Economy (5th time in 8 years)
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🚨Allen County, Indiana🚨 Trump won this county by 11 points in 2020. He’s currently winning it by less than 5. 43.5% expected votes in
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BREAKING: Donald Trump has reportedly been calling Republican members of Congress all morning and threatening them if they acknowledge a Harris victory on election day or announce the party needs to "move on" from him.
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Explosive column over the weekend by @joshrogin - China's MSS has penetrated U.S. telecom infrastructure so deeply that "Right now, China has the ability to listen to any phone call in the United States, whether you are the president or a regular Joe, it makes no difference" washingtonpost.com/opinions/…
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BTC Mining Difficulty and Hashrate Hit ATHs Amid Growing Competition “Without sufficient transaction fees to support these costs, the burden on miners could grow significantly, potentially impacting the sustainability of the mining ecosystem.” – By @Yonsei_dent Link 👇 cryptoquant.com/insights/qui…
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Herschel Walker: “Vote for my friend and your friend Donald Trump Junior. Donald Trump. Jonald J. Trump” 🤣🤣🤡
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what's funny is Ann Selzer does what you pretend to do: sees what's happening in the electorate that no one else can. You are literally astrology for boys.
Replying to @NateSilver538
It is incredibly gutsy to release this poll. It won't put Harris ahead in our forecast because there was also another Iowa poll out today that was good for Trump. But wouldn't want to play poker against Ann Selzer.
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FxMacro retweeted
Pretty huge moves across midwest swing states on Polymarket after a surprise poll showed Harris up by 3 points in Iowa. Current markets all with Harris in the lead: Wisconsin: 58%/42% Michigan: 63%/37% Pennsylvania: 51%/49% Even though this would be enough for an electoral college, Trump still leads the overall: 55%/45% These are very thin markets imo and squeezes can hit pretty hard.
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Other pollsters: “We need to herd to protect our reputations and avoid underestimating Trump again” Ann Selzer: lmfao what if Harris is winning Iowa tho
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His ex-wife committed suicide after she found his diary where he wrote in very graphic detail about 37 different affairs. He also rated his sexual encounters with a numerical scale in the journal. He’s not a doctor or scientist. Sure, he should be in charge of women’s health.
Trump says RFK Jr is going to work on “women’s health” 🤔
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Donald Trump: “They said, 'if George Washington came back from the dead and he brought along Abraham Lincoln as his vice president, they couldn't beat you, sir.'" Who's “They”?
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Holy shit! If Trump gets any darker he's going to be forced to deport himself. Seriously, the degenerate motherfucker is beginning to look like Al Jolson. 😂🤣😂🤣😂🤣👇
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Tim Walz: "This dude is nearly 80 years old. He damn near killed himself getting in a garbage truck."
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Trump’s former chairman of the Joint Chiefs of Staff Mark Milley takes a swipe at Trump (without saying his name) “You have a great military & anyone who says otherwise either never served, dodged their service, or doesn’t know what they’re talking about”
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