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Finance & Crypto Threads

Investing, trading, and financial markets

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@AlaliQasem
@AlaliQasem
Thread

The smartest commodity analyst on the planet just said he’s a “bag holder” and still adding. Here’s why he’s right — and why even a ceasefire signed TODAY changes nothing for months. 🧵 <a target="_blank" href="https://twitter.com/commodmkt/status/2065224889142022194" color="blue">x.com/commodmkt/sta...

2 months ago
29
@adiix_official
@adiix_official
Article

A complete guide to the arbitrage bot that made crypto history. How it works, why it wins 98% of trades, what the strategy actually is, and how you can build your own with a single Claude prompt....

4 months, 3 weeks ago
97
@pobremillenial
@pobremillenial
Article

Durante mucho tiempo, la historia de las Bitcoin Treasury Companies parecía relativamente simple. Una empresa captaba capital, compraba bitcoin, emitía deuda o equity sobre esa base y ofrecía al mercado una forma amplificada de exposición al activo. Strategy llevó ese modelo más lejos que nadie. Str...

4 months ago
75
@manishkhosiya
@manishkhosiya
Thread

BREAKING: Claude can now run Stock Market research like a top consulting firm (for free). Here are 10 Claude prompts that replace $100K/year stock analysts (Save for later)...

1 month, 4 weeks ago
23
@PredicHistory
@PredicHistory
Thread

Get out of the stock market. A few companies control all the money in the world.
BlackRock. Vanguard. Blackstone. They know when the bubble bursts.
You don't. They pump. You buy. They dump. Oil futures are the proof.
The Strait of Hormuz has been closed for three months.
Oil should be at $200. It is...

1 month, 2 weeks ago
16
@CharlieStLouis
@CharlieStLouis
Thread

1/ The EF App Relations team is putting out an open RFP for a neutral DeFi risk intelligence aggregator. Public good, open source, no composite scoring. If you're the team to build this, applications close June 15. Apply here: <a target="_blank" href="https://esp.ethereum.foundation/applicants/rfp...

2 months, 2 weeks ago
34
@TheValueist
@TheValueist
Article

EXECUTIVE OVERVIEW: Onto Innovation is now a concentrated AI process-control growth story rather than a generic small-cap wafer-fab-equipment derivative. The company has moved from a 2025 transition year, when GAAP profitability was depressed by restructuring, Semilab acquisition costs, inventory ...

3 months, 1 week ago
53
@RNR_0
@RNR_0
Chat

<b>@RNR_0:</b> It has become near impossible to deposit funds from one exchange to another as an European on @Bybit_Official / @BybitEU...

1 month, 2 weeks ago
15
@RayDalio
@RayDalio
Article

I am at a stage in life where my main objective is to pass along to others the principles I have learned over the last 60 years that have helped me and that I think can help others. I believe that some of the most important investment principles I can pass along are about what an “All Weather Portfo...

4 months, 3 weeks ago
97

Also tagged in Finance & Crypto

@vasuman
@vasuman
Article

If you're reading this, I trust the algorithm targeted you because you're motivated by money. Rich people love saying money isn't everything. I intend to arrive at that conclusion myself....

1 hour, 49 minutes ago
7
@bally_kehal
@bally_kehal
Thread

"The new model got worse" is now a monthly ritual. Opus 5 is the latest target - too verbose, over-engineers, treats every bug like a Sev-1. Half of it is your context. Half is real behavior drift. The problem: your evals can't tell which. A framework for behavioral evals:...

5 hours, 29 minutes ago
4
@redf0undation
@redf0undation
Thread

One can’t simply look at an authoritarian political regime and conclude, “Those people are incapable of democracy.” You have to ask what political and economic conditions produced that regime, and what international forces shaped those conditions. 🧵 <span class="quote-card" data-quote-index="0"></sp...

1 day, 5 hours ago
23
@truther_justice
@truther_justice
Thread

1)Virginia Company was chartered in 1606 by King James, a Director Francis Bacon (Gray’s Inn &amp; father of Freemasonry) wrote New Atlantis outlining the plan of enslaving the World &amp; America under the yoke of Empire. Virginia Co &amp; other English Trade Co chartered the 13 States...

1 day, 12 hours ago
22
@itsalexvacca
@itsalexvacca
Article

Distribution decides who wins now. We've run outbound for 400+ B2B companies and sent 23M+ cold emails doing it, and across that many the best product almost never wins. The company that reaches the right account on the day they're ready does....

20 hours, 21 minutes ago
7
@cyrilXBT
@cyrilXBT
Article

Six months ago, "graph engineering" wasn't a job title anyone used. Today it's one of the fastest-moving specializations in applied AI, and almost nobody currently working in it has more than a few months of hands-on experience, because the field itself is that new....

5 days, 2 hours ago
104