X（推特）上的财经、科技与宏观账号
Hyperliquid与我想得到的其他加密事业都不同。 它不是又一个meme币赌场。它是聚焦重构金融的事业，人们在那里24/7交易石油永续。它不是家喻户晓的名字，但USDC发行已追上Sol。 【被引】新ODD LOTS：Jeff Yan播客首秀。@tracyalloway和我极罕见采访Hyperliquid Labs CEO兼联合创始人，谈他容纳全球整个金融系统的计划。 原文： Hyperliquid is unlike any other crypto endeavor I can think of. It’s not another memecoin casino. It’s
淡定，AI智能体刚落地，却那么多人聊AI泡沫，挺好 引用 @kaixinhuolong：@TJ_Research 桃老师，这次崩了
Why are US government bond yields falling despite hotter-than-expected CPI and PPI inflation prints (CNBC chart below)? I suspect it comes down to two main drivers, with the second having more implications for the well-being of the US and global economies: A flight to quality https://t.co/DPn00Fgg
另外不得不吐槽一下，老马说28年中国会产很多很多RAM，我就问你，老马的时间点什么时候对过? 另外SPACEX就是一个巨大的新云，27年10GW，算过他要融资多少钱吗？
Obviously you should listen to the whole thing but: 引用 @lukecannon727：Summary of @chameleon_jeff key points with @TheStalwart & @tracyalloway on Odd Lots: - Tracy says she approves of companies with a great mascot like Hypurr - Joe says moderators deleted Hyperliquid's Wikipedia page calling it "
Looking forward to joining @BloombergTV for #TheClose around 3pm ET this afternoon
Last round of Fed-speak before Warsh tonight and the October blackout. All of these comments were made Wednesday: Bowman (a few hours *before* CPI): "I don't feel any urgency... We really need to take some time and understand how things will evolve within the economy." Goolsbee
If the recent 8bln/mo ARR increases for OpenAI+Anthropic continue that'll get them to a combined 1tln ARR by the end of 2035.
In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and yet rates across the board have been falling. It's never been more obvious that the entire market is just the AI trade, and virtually nothing else. https://t.co/qVKhWb6JoK
WRT rates and inflation, I think you just gotta keep it really simple. Don't spend too much time thinking about deficits, debt, and supply of paper. The story is about spending. Households, corporates and government all spending a lot, and that's what's driving things up. 引用 @TheStalwart：In the new
老黄： $CRWV 的融资成本实际在下降 下次请我做嘴替吧
昨天：AI泡沫破裂 今天：一看放量反弹，PPI砸不下去，线一画，可能要新高了😂😂😂
时间长了你们会发现我经常卖在底部或者卖飞。昨天直播还有人问我前段时间SOXL 卖在底部和为何NUGT还没止损。 每一笔买入，我都有自己的标准，基本面或者交易，那卖出的标准不会是一样的。NKE我看了一下华尔街没有如管理层预期那样下调EPS，压低了前瞻PE。真的实现反转的话，右侧都可以买回来。 https://t.co/0Qz5ssTAkQ
2010s: Company Behind AWS Decides to get into filmmaking 2020s: Film Studio Behind Cocaine bear Decides to get into the cloud 引用 @M_C_Klein：@TheStalwart would be funny if the movie studio were Amazon, Apple, or Paramount/Warner
How do I use a Microsoft LLM? Where are they? I couldn't find an API on Openrouter. 引用 @mustafasuleyman：We now have state-of-the-art pre-trained base models in the 3T-parameter weight class, built entirely in-house at MAI. Post-training results coming soon -- stay tuned! Lots of details in our te
And it isn't exactly a secret that China's exports to SE Asia include a lot of parts that are sent to ASEAN countries for final assembly to meet US demand to really cut its dependence on US China needs to find an alternative source of end demand -- and few EMs are big enough/ https://t.co/RCKR2yevh
Kudos to the IMF for not forecasting China's current account surplus away in the latest WEO, and for recognizing that its past forecasts (which had imbalances narrowing over time) have not materialized 1/ https://t.co/bkRdS6yncT
Great paper here, EG, on how eliminating what economists call "market failures" can be self-defeating. https://t.co/hsRCqWYdhJ https://t.co/oeNXjpE655
Given the CoreWeave drama. A good time to remember that a datacenter is a bank. 引用 @TheStalwart：A DATACENTER IS A BANK In today’s newsletter, I wrote some things I’ve been thinking about since our chat with @iaindunning, and how maybe one day we’ll have datacenter supervisors like we have bank sup
Figuring out how to prevent AI models from doing “rogue” things is obviously good. But I also agree with Alvaro here. We don’t know how the future will unfold, but extreme concentrated power per se is worrisome and it’s very plausible that creating strong AI will lead to that. 引用 @GroundhogStrat：So
Great read 引用 @arpitrage：I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what I took away: • We are close to RSI (ie, models building other models) which may lead to rapid takeoff scenarios (with risks and benefits). Some evidence for this is code per
I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what I took away: • We are close to RSI (ie, models building other models) which may lead to rapid takeoff scenarios (with risks and benefits). Some evidence for this is code per https://t.co/jJdL3Olnvo
Maybe we should start a competitor to Amazon 🤔 引用 @thecsguy：amazon is blocking grok @bots from ordering, and elon's answer is just have your bot buy it somewhere else. one of my grok bots only handles my amazon returns, so i'm watching this one closely. would you switch stores for your bot? 🛒
Starlink is really that good 引用 @SawyerMerritt：New opinion article about @Starlink from a 7-year Delta Airlines Diamond Medallion status member (their highest loyalty tier): "After flying a United flight in July that included Starlink, it was enough reason for me to switch. It was amazing, like be
Makes sense 引用 @tylerpalmer：imagine an Amazon competitor that is: 1) agent first - built for personal agents 2) america first - sells only products from usa might actually be a huge market for this.
𝕏 is the global town square. No place better to reach the world fast! 引用 @cb_doge：Rockstar Games posted its GTA 6 promo on YouTube and 𝕏. Just 90 minutes later: 𝕏: 7.5 million views YouTube: 1.6 million views Nearly 4.7 times as many reported views on 𝕏. https://t.co/ZGZhnIdg05
Grok @Bot improves significantly every day 引用 @jumperz：i was about to pay for a small Codex subscription just for computer use.. honestly, I didn't expect Grok bot's computer use to be this fast... I've been more and more impressed with it every day lately. for day to day stuff, nothing else I've
财经博主转述并质疑Gartner关于新云服务商的预测，询问其量化依据是否可信。引用内容称，Gartner预计到2030年80%的新云服务商将停止独立运营；2026年AI服务商预计将在AI基础设施上支出近1万亿美元，并预测2027至2030年再投入6万亿美元。
Chicken McNuggets were a hit within weeks, but the story behind them spans decades. It began with a 1948 contest to breed a bigger chicken and ended with a then largely unknown @RayDalio, who found a way to hedge a chicken by hedging its lunch. Order a box today and you'll get https://t.co/GYN3dkc
Interesting tension across the AI trade this week. TSMC and ASML delivered strong numbers, yet the Anthropic run-rate debate and the CoreWeave selloff have investors questioning the economics underpinning the broader infrastructure buildout. >TSMC reported $46.7B of quarterly
AI infrastructure 👀 "*Every* open source inference cloud I am aware of is growing faster both sequentially and YoY than either Anthropic or OpenAI. And their combined compute spend is becoming material." 引用 @GavinSBaker：TLDR; we will probably never get another ARR number from Anthropic, which is
Bonds issued by Tsarist Russia rallied on this news. The dominant broker trading them—which still exists!—was Carl Marks & Co. 引用 @ErinDuboisTrans：>be the first american who hears about stalin dying >be called john cash bravo kojima
In four years ChatGPT went from a fun toy to a tool you can use to reach and then advance the frontier of knowledge in numerous subjects. But also you have to pay for it, with either money or attention. "Enshittification!" 引用 @josephfcox：OpenAI continues to enshittify ChatGPT: OpenAI allows adverti
最新ODD LOTS： Jeff Yan播客首秀 @tracyalloway和我与Hyperliquid Labs CEO兼联合创始人做了极为罕见的访谈，谈他要把全球整个金融体系装进去的计划 https://t.co/qZg80EzgOh 原文： NEW ODD LOTS: It’s the podcast debut for Jeff Yan @tracyalloway and I have an ultra-rare interview with the CEO and co-founder of Hyperliquid Labs about his plan to house
在中东，我们正看到拥有大量（非常昂贵的）军事装备与真正拥有军事力量之间的巨大差距。https://t.co/svbbmPh3W2 原文： In the Middle East, we're seeing the vast difference between having lots of (very expensive) military kit, and actually having military power. https://t.co/svbbmPh3W2
一直对Opus 5.5印象极深。大量技术活——重构、改进遗留代码、做新东西——它既聪明、更高效。 绝对是干活机器。只能假设他们在夺回一些份额。https://t.co/EbWKGA3CfZ 【被引推文】若我是Anthropic和超大算力投资者，最该关心的数字是Opus 5.5从9月22日至今带来了多少加速？ 原文： Been extremely impressed with Opus 5.5. Ripping through a lot of technical work - refactoring, improving legacy code, building new things
The jump in Canadian holdings of U.S. bonds may actually be due to China. A big mystery in the market is how China recycles its $1t trade surplus. In the past they bought Treasuries held through Belgium custodians, but some may be through Canadian custodians as well. https://t.co/hRK69e6Agn 引用 @bus
COLUMN: BP should resist calls to resume share buybacks immediately -- and instead use today's oil and gas windfall to fix its debt problem once and for all. @Opinion https://t.co/xNpsK8NHWH
Early days of OpenAI 引用 @EvaFox：Jensen Huang once admitted that when NVIDIA unveiled its first AI supercomputer, nobody wanted it. Not a single purchase order. Except for Elon Musk. "He goes, 'You know what? I have a company that could really use this.'" But then came the twist: it was a nonprof
It's interesting to see Elon interacting with finance X accounts out of the blue. Then amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, I do think Elon is a visionary but from how it looks from the https://t.co/pjpNDxg1H