FinAgent

카파시도 Claude Code를 CLI가 아니라 앱으로 쓴다고 하죠. 내가 직접 수십 개의 CLI 창을 띄워서 모두 직접 컨트롤하겠다면, CLI가 맞습니다. 하지만 그 경우, 본인이 병목이 되기 쉽습니다. CLI로도 불가능한 건 아니지만.. 앱에서 하나의 세션이 수십 개의 서브 세션을 컨트롤할 수 있습니다. 단순 서브에이전트를 고용하는 게 아니라, '오케스트레이션 세션'과 '태스크 세션'이 존재하는 거죠. 당연히 태스크 세션에 직접 메시지를 보내거나 상태를 확인할 수 있습니다. 오케스트레이션 세션이 타 세션의 모델과 effort를 변경할 수도 있고, 불필요해진 세션을 보관 처리할 수도 있습니다. CLI를 써야 하는 이유가 점점 줄고 있습니다. 저는 안 쓴지 오래됐습니다. 에이전트에게 타 서비스를 로그인시켜줄 때에나 쓰죠.

Today, equity perps can begin trading for the first time on @CFTC registered exchanges. This move reflects my commitment to ensuring that America’s markets remain the most innovative, liquid, and well-regulated in the world. Instead of being forced to turn to offshore, unregulated venues to access equity perpetual futures, Americans may now access equity perps on CFTC-regulated markets subject to robust safeguards. I appreciate the continued partnership of @SECGov and @SECPaulSAtkins as we work to further harmonize our agencies' regulatory initiatives.

The unwind in Hedge Fund equity exposures this year has been the biggest since at least 2017. Active de-grossing (reduction in long + short positions) by global hedge funds has now hit over 8% of total gross exposure since June, according to the Morgan Stanley Prime Brokerage Content team. This has taken gross leverage for US long/short funds down to the 10th percentile versus the last year.

trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States. In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch. We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress. ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid. Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it. ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one. We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them. To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story. Anything. Anytime. On ICE[XYZ].

Oh look… more memory durability evidence for $MU and co. Following the news of $GOOGL, other CSPs such as Alibaba, Tencent, Bytedance, and are now negotiating memory LTAs with $SKHY and Samsung. Some customers are reportedly pushing for 10 year contracts as well, into 2035. “As U.S. companies move to secure memory supplies first, Chinese tech giants are joining the race.” Source: Maeil News Don't you think it's a bit strange for your hyperscalers (especially Chinese big tech) to seek LTAs 10 years out… If there's claims of CXMT + YMTC DRAM/NAND overflooding in 2028-2029?

We’re adding new neurons to running local AI models 🤯 Teach it a new fact, save it into the weights, then restart it. Open a fresh chat and it can still remember. That’s Living Weights in TensorFold. It learns between replies, on your own hardware. Still experimental, but this is pretty wild. Myself an @petruspennanen have been working on it and will be bringing a breakthrough soon 🤯🚀

Run DeepSeek V4.1 Flash 1017 with the full official weights on your 4x DGX Sparks, using TensorFold, Abliterated! 🔥 - Full support for switchless TP4 - 1M context, 16M total KV cache - 16 concurrent sessions with 1M each - 15 GB of free mem per Spark after load - OFFICIAL weights, no further quantization! - Needle passed at 100% depth - ABLIT is off by default. Gated. Performance tested on a switchless TP4. It should be faster with a switch. Decode speeds, non-greedy, thinking on: - 66 tok/s on prose, single stream - 96 tok/s on prose, 2 concurrent streams - 173 tok/s on prose, 16 concurrent streams Decode speeds, greedy, thinking off: - 85 tok/s on prose, single stream - 113 tok/s on prose, 2 concurrent streams - 210 tok/s on prose, 16 concurrent streams Decode speeds per stream in deep context (128k), non-greedy, thinking on: - 58.6 tok/s on prose, single stream - 83 tok/s on prose, 2 concurrent streams - 132 tok/s on prose, 8 concurrent streams Prefill: 4000+ tok/s up to 256k. This is the best model to run if you have 4x DGX Sparks, bar none! It works so well on the Sparks that it's unbelievable. Get it here: mia-ai.net/models/DeepSeek-V…

Day 4 of voting for 2026 THE BLOCKCHAIN 100 has begun! The competition is getting pretty intense! I thought I'd be relatively safe once I made it into the Top 10, but I never expected to drop all the way to 21st place in just one day. 😅 If you have a moment, I'd really appreciate your vote again today! Thanks as always for your support! 🙏

If you're wondering why the market keeps selling off, take a look at these two charts from Goldman Sachs. The chart on the left shows how much hedge funds have been buying versus selling throughout 2026. When the black line moves higher, it means hedge funds are buying more than they're selling. When it moves lower, it means they're selling more than they're buying. Notice those three red boxes in April, August, and October? Each one highlights a period of extremely aggressive selling, with the latest reading approaching the lows we saw earlier this year. In other words, hedge funds have been dumping stocks at a pace similar to some of the worst selling periods we've experienced earlier this year. Now look at the chart on the right. The blue line represents how much leverage hedge funds are using on their long positions, meaning stocks they're betting will go higher. The red line represents leverage on their short positions, meaning stocks they're betting will go lower. Notice how the red line has climbed dramatically. According to Goldman Sachs, short leverage has now reached the 99th percentile over the past five years. In simpler terms, hedge funds are carrying some of their largest bearish positions in years. And this helps explain why we're seeing so much pressure across AI, semiconductors, memory, and other high growth stocks. Not only are institutions selling their existing positions but they're also increasing their bets that stocks will continue falling. And as someone said unfortunately, we're just collateral damage in the battles between hedge funds. What's even crazier is that some of these hedge funds have been getting absolutely hammered themselves and some funds are under tremendous pressure to recover their losses. And who knows, maybe aggressively shorting the market is their grand plan to finally come back to life before the year ends, haha. I'm obviously being a little sarcastic, but when large institutions start selling billions of dollars worth of stocks, retail investors get caught in the middle. Even companies reporting strong earnings and growing their businesses can get dragged down simply because large funds are reducing risk or betting against the broader market. But here's something important to understand.The same positioning that's putting pressure on stocks today could help fuel a pretty aggressive recovery. When investors short a stock, they eventually have to buy it back to close that position. If the market starts recovering, some hedge funds may rush to cover their shorts, creating additional buying pressure. That's why markets can sometimes recover just as aggressively as they sell off. Of course, none of this means we've reached the bottom. Hedge funds can continue selling, and bearish positioning can remain elevated for quite some time. But I think it's important to recognize that a lot of this selling is being amplified by institutional positioning. It doesn't necessarily mean the long term fundamentals of every company being sold have suddenly deteriorated. My long term conviction in AI infrastructure hasn't changed, regardless of how ugly this gets.

HEDGE FUNDS DUMP TECH STOCKS AT FASTEST PACE IN A DECADE Goldman Sachs reports that hedge funds cut technology exposure at the fastest pace since at least 2016 during the five sessions ending October 15. The Nasdaq 100 plunged 5.5% last week, while semiconductor stocks suffered the largest dollar selling. Despite the selloff, tech still represents 23.5% of hedge fund portfolios, near historically elevated levels.

SemiAnalysis: Datacenters SemiAnalysis sees 51.2GW of datacenter capacity being added in 2027. "Year-to-date, slightly under USD 1T of binding / non-cancellable datacenter leases have been signed – that’s key to supporting our aggressive 2027-28 forecast." SemiAnalysis claims Brad Gerstner's @altcap claim of only 25GW being built in 2027 is incorrect, based on satellite images showing >24GW of datacenters in advanced stage of construction, all to be delivered in 2027.

VARA AI Fund had 9 employees and about $26.4B under management at the end of June, 16 months after launching its hedge fund. Rumor going around today that it blew up. Their 3/31 13F book at today’s prices is $13.1B across 60 names. $NBIS $1.28B $BE $1.27B $LITE $1.03B $CRWV $889M $STX $728M $VRT $720M $WDC $624M $CLS $537M $COHR $492M $FIX $426M