Recent well liked threads

Sep 6, 2021
In 2009, a group of Epstein-Ghislaine aligned billionaires discussed overpopulation & how to curb population growth. In 2012, Epstein held a “doomsday” conference consisting of many of the 🦠 or 💉 aligned scientists.

I find that interesting. Don’t you? Image
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In 2015, representatives for Gates & Benioff, who made a lot of wealth by hooking people to subscriptions to software (#SaaS), met to discuss future of healthcare tech, biotech, wearables, etc...we now have what appears to be vaccine subscriptions (#VaaS)

Isn’t that something? Image
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In 2017, Tedros & Schwab discussed “future collaboration of WHO-WEF”

In Nov 2019, they discussed “progress in health & development to deliver UN”
Read 20 tweets
Dec 11, 2025
1/ Idaho dairy feeds America - 3rd in U.S. milk/cheese, $3.8 B a year - but ~90 % of the workforce is foreign-born, most here illegally. Meanwhile, Pleasant View Farms in PA milks 3k cows with ZERO illegals and thrives. Why can’t Idaho dairies do the same? Let’s break it down.👇 Image
2/ Pleasant View Farms (PA): 3,200 cows, 8,000 acres, $10 M revenue, 100 % legal American workforce, robots do 60 % of milking, workers earn $18–25/hr + benefits, < 10 % turnover (vs. Idaho’s 70–100 %), $200 k agri-tourism. They proved it’s possible.
tinyurl.com/yyc4n76Image
3/ Idaho dairy reality: 592 k cows, $3.8 B output, ~10 k workers → 90 % foreign-born (78 % Mexican). Most dairies pay $15–17/hr - that's below national average Surveys say 80% of Idahoans say NO to illegal labor in dairy. Image
Read 7 tweets
Mar 2
yesterday someone leaked a full quant trading system on GitHub

before they deleted it i forked everything

5,000 lines of code. 7 modules. 25 mathematical factors

funds use this system to manage millions

i studied it for a week. then pointed it at crypto markets on polymarket

here's the full breakdown
you can feed this to your claude and build the same thing

for just $200

ARCHITECTURE:

Python thinks, analyzes, calculates
C++ executes orders in 5-10ms

data → factors → AI → strategy → risk → execution

DATA. 4 streams simultaneously:

- Binance WebSocket: prices every second, orderbook at 20 levels
- AlphaVantage: news with sentiment score from -1 to +1
-X: mention volume, engagement, influencer activity
- On-chain: BTC flows to/from exchanges

cache in Redis (<1ms). history in TimescaleDB

FACTORS:

the system calculates 25+ factors every 5 minutes:
- price momentum over 1.5 hours
- acceleration = momentum_30m - momentum_1h
- RSI(14): above 70 = overbought, below 30 = oversold
- MACD: fast EMA(12) minus slow EMA(26)

microstructure:
- Order Flow Imbalance = (buy volume - sell volume) / total. above +0.3 = strong buyer pressure
- VPIN = |buy_vol - sell_vol| / total. above 0.75 = smart money is moving

volatility:
- VaR(95%) = mean - 1.645 × std. answers: "what's my max loss in 95% of cases?"
- Sharpe = (return - risk free) / volatility. above 1.0 = good. above 2.0 = excellent

every factor converted to z-score and combined:

Composite Score = Σ (weight × z_score)
top 25 assets by score go to work

AI:

ClowdBot reads every news article and returns JSON

every historical article stored as a 384-dimensional vector

PROBABILITY MODEL

Geometric Brownian Motion:
P(BTC > target price) = N(d1) d1 = [ln(current/target) + (σ²/2)T] / (σ√T)

then 4 adjustments on top:
- momentum: +/-5%
- AI sentiment: +/-7%
- order flow: +/-2%
- historical patterns: +/-8%

compare final probability against polymarket price if edge > 10%: enter

RISK

- Quarter Kelly for position sizing
- max 5% bankroll per trade
- drawdown 15% = bot stops
- VaR < 3% per day
- correlation between positions < 0.7
- never take more than 1% of market liquidity

key insight is don't hold to expiry. trade the movement, not the outcome

cost:
→ Binance API: free
→ OpenAI: $50-100/month
→ AWS EC2: $120/month
→ monitoring: free

- total: $200-300/month -

code is open source. formulas above. you already have claude

the only thing between you and a working system is one free evening
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more breakdowns and details like this in my tg channel:

t.me/+oCWYO2RdBzRjM…
Read 2 tweets
Mar 17
WHOA!

Clear-as-day, in-your-face example of how whoever controls the data controls what you are told.

This is what is happening to the "real world data" publications that you are being fed.

@jsm2334 @MaryanneDemasi @jeffreytucker @Fynnderella1 @DrJulieSladden @RMConservative
Update... Not a replacement but an example of how one data provider can massage data.

Read 2 tweets
Mar 18
Ayer tuve un paciente que me preguntó por qué la presión arterial parece ir a peor con los años, incluso cuando “se cuida”.

Se lo expliqué en consulta, pero como es un tema padrísimo, voy a hacer un hilo. Será largo, como siempre… pero es para quienes disfrutan entender estas cosas. 🤓 🧵
Bueno, esto no empieza en la medicina, empieza en la física. Hay que hablar de flujos.

La sangre no fluye de forma aleatoria dentro de los vasos. En condiciones normales, lo hace en flujo laminar. O sea, en capas ordenadas, silenciosas y eficientes.

Cuando aumentan la velocidad, el diámetro del vaso o disminuye la viscosidad, aparece el caos y cuando se supera cierto umbral, el flujo se vuelve turbulento (esto se describe con el número de Reynolds).

Otras cosas que afectan el flujo son las placas de ateroma, estenosis, lesiones en los vasos, etc.
En los grandes vasos, como la aorta, cierto grado de turbulencia puede ser normal debido a las altas velocidades y al calibre, sin implicar necesariamente daño.

El problema es cuando esta turbulencia aparece donde no debería o se vuelve sostenida. Porque entonces se convierte en agresión… fricción, impacto contra la pared vascular, microlesión repetida de la capa más interna de las arterias y venas: el endotelio.
Read 22 tweets
Mar 18
Let's unpack this..

What if the White House has no intention of reopening the Strait of Hormuz?

What if this war is really about ships & tariffs?

I had a long discussion with senior DOE official yesterday on background. I can’t share any details but it’s clear everyone’s Strait of Hormuz calculus is wrong.

We need to go back to the drawing boards.

That's it. That's the tweet. Now a hypothetical 🧵 with my personal thoughts.
Background on the Hormuz Crisis

You can skip this long section but know this: THIS IS ALL ABOUT SHIPS, SHIPS, SHIPS... and the US Navy giving them permission to pass.

The Strait of Hormuz is twenty-one miles wide. Two shipping channels, each two miles across, separated by a two-mile buffer. The normal traffic separation scheme runs through Iranian territorial waters, past the islands of Qeshm and Larak, where the IRGC has radar stations, missile batteries, and fast-attack craft bases overlooking every transit.

Twenty million barrels of oil and petroleum products flow through this gap every day. One-fifth of global consumption. There is no alternative. Saudi Arabia’s East-West Pipeline to Yanbu and the UAE’s pipeline to Fujairah can handle maybe 5 million barrels combined. The math doesn’t work. The bottleneck is not political. It’s geological and hydrographic.

When those seven P&I clubs belonging to the International Group issued 72-hour cancellation notices for war risk coverage in the Persian Gulf, they didn’t just raise costs. They made transit impossible.

Here’s why.

P&I clubs insure roughly 90% of the world’s ocean-going tonnage. Without their coverage, ships can’t sail. Port authorities won’t let them dock. Banks won’t finance the cargo. Charterers won’t book the vessel. The entire system, from loading berth to discharge terminal, is underwritten by a chain of contracts that begins with a club in London, Oslo, or Tokyo.

When the clubs pulled war risk extensions on March 5, that chain broke. Not for a few ships. For the global fleet.

War risk premiums jumped from 0.25% to 1% of hull value, renewable every seven days. VLCC charter rates quadrupled to nearly $800,000 per day. Over 1,000 vessels are now trapped in the Persian Gulf, burning charter costs with nowhere to go. By March 3, only four ships crossed the Strait, down from a seven-day average of seventy-seven.

This is the part almost nobody in the media understands. Every TV analyst is talking about minesweepers and carrier strike groups. The binding constraint on Hormuz in the first week was not a minefield. It was spreadsheet in London.

Then Trump did something remarkable.

He ordered the U.S. International Development Finance Corporation to create a $20 billion maritime reinsurance facility, with Chubb as lead underwriter, making the United States government the insurer of last resort for Gulf shipping.

A sovereign nation has positioned itself as the backstop for war risk insurance on the world’s most critical maritime chokepoint. The DFC facility, coordinated with CENTCOM and Treasury, offers hull, machinery, and cargo coverage on a rolling basis to eligible vessels.

The United States now controls the on/off switch for the Strait of Hormuz. Not through naval firepower. Through insurance.

But here’s the tell.

The DFC facility covers hull, machinery, and cargo. It does not cover P&I liability: pollution, crew injury, third-party claims. Moody’s flagged this immediately. Without liability cover, most shipowners still won’t sail. The facility is deliberately incomplete.

If the White House wanted the Strait fully open tomorrow, it could expand the DFC facility to cover P&I liability with one directive. It hasn’t.

That gap is not an oversight. It’s a strike price on an option the administration is choosing not to exercise. Yet.

But now that insurance is mostly settled the ships still aren't sailing. Why?

That insurance isn't backed by the DFC, it's backed by a green light from the US Navy. A green light that hasn't appeared.

Read the latest @DOTMARAD Navy warning carefully: U.S.-flagged, owned, or crewed commercial vessels that are operating in these areas should maintain a minimum standoff of 30 nautical miles from U.S. military vessels to reduce the risk of being mistaken as a threat

They can't pass without Naval ships stepping aside to let them through.
What was clear from the DOE conversation: Europe is going to have to figure this out themselves. And the White House is not sprinting to help.

I was hesitant to post this earlier today but the latest truth social posts confirms some of my suspisions.

so here goes...
Read 22 tweets
Mar 18
@Qwerty_nep @fellyume opa! vou te explicar da perspectiva de da minha área de atuação, beleza? (Cybersec)

1. A lei exige que as plataformas validem sua idade de forma que não pode ser auto declaração(aquele famoso “tenho 18 anos e desejo continuar”), então é preciso ou usar algum documento oficial +
@Qwerty_nep @fellyume ou por meio de biometria. Essa situação é chamada de KYC (know your customer). E qual o problema disso do ponto de vista da ciberseguranca? Primeiro que acaba de vez com o anonimato na internet, o que é característica de governos autoritários. +
@Qwerty_nep @fellyume Segundo, e BEEM mais grave é que vazamentos de dados, especialmente no Brasil, são extremamente comuns. Em 2021, por exemplo, o Serasa vazou os cpfs, nomes completos etc etc de basicamente todos os brasileiros, de forma que o seu CPF agora é um dado público. +
Read 10 tweets
Mar 18
🚨 Do you understand what happened in the last 24 hours?

> Zuckerberg killed the Metaverse after burning $80 billion on cartoon avatars nobody used

> Sam Altman took $13 billion from Microsoft then sold OpenAI's cloud to Amazon for $50 billion.. Microsoft just found out they funded their own competition

> Anthropic made an AI that takes orders from your phone and does your work while you sleep..

> X dropped a dislike button AND a mute-entire-countries button in the same week..

> YouTube asking you to flag AI slop is just Google getting 2 billion people to train their next model for free

> 93% of US jobs can now be partly done by AI.. Same week companies started giving the weakest raises since 2008

> Apple started rejecting vibe-coded apps from the App Store

> xAI is paying Wall Street bankers $100/hour to teach Grok how to replace Wall Street bankers.. They're taking the money..

> A mystery AI model appeared on benchmarks beating everything.. Developers think DeepSeek is quietly testing their next weapon

> Bloomberg asked "Is the AI bubble about to burst" the same day Nvidia said the chip market will hit $1 trillion.. One of them is dead wrong..

> The UK government backed down on AI copyright after artists revolted.. First government to flinch

> The Fed said rate hikes are back on the table and blamed AI data centers for making inflation worse

And it's only Wednesday. See you tomorrow. It'll be worse.

If you're not following me you're finding out about this stuff 48 hours late from someone who read my post
🚨 If you’re seeing this, follow me and turn on my post notifications.
I unapologetically share my takes on AI and its updates.

Things are only going to get more interesting from here.
Read 5 tweets
Mar 18
NEW from me

Rama Duwaji — the wife of NYC Mayor Zohran Mamdani— shared several posts glorifying Palestinian terrorism on old social media accounts that remain active.

Duwaji also used the N-word.

freebeacon.com/democrats/zohr…
In September 2017, NYC First Lady Rama Duwaji posted a photo to her Tumblr account of the Palestinian terrorist Leila Khaled.

"If it does good for my cause, I'd be happy to accept death," the photo caption read.

Khaled, a longtime member of the PFLP, a U.S.-designated terrorist organization, participated in plane hijackings in 1969 and 1970. Between the two hijackings, she underwent several cosmetic surgery procedures to disguise her identity. In the 1970 hijacking, Khaled threatened to detonate a grenade unless the pilots let her into the cockpit. Today, she is revered by terrorists and their allies as the first woman to hijack a plane.

Duwaji was 20 years old at the time.

archive.ph/KS6IZImage
On International Women's Day, NYC First Lady Rama Duwaji retweeted a post praising Shadia Abu Ghazaleh, another PFLP terrorist.

Ghazaleh participated in the bombing of an Israeli bus and led several other terrorist attacks.

Ghazaleh was killed in 1968 when a bomb she was building in her home—which she intended to use to blow up a building in Tel Aviv—exploded accidentally.

freebeacon.com/democrats/zohr…Image
Read 8 tweets
Mar 18
Russian blogger and (now former!) pro-Kremlin loyalist Ilya Remeslo has completely turned against Putin and his catastrophic war in Ukraine.
Remeslo charges that Putin is a war criminal and thief.

“Five reasons why I stopped supporting Vladimir Putin.

Someone had to say it.
1/ Image
“1. The war in Ukraine.
Started as a "police operation", the war has already claimed 1-2 million victims.
In 2014, I supported the annexation of Crimea precisely because it was bloodless. We all thought then that Putin was a unifier of Russian lands.
2/
“And here's where we've ended up - meat-based assaults, luring contract soldiers with deception and much else, as any participant in the Special Military Operation will confirm.
3/
Read 20 tweets
Mar 18
BREAKING: Claude can now research like a Stanford PhD student.

Here are 9 insane Claude prompts that turn 40+ research papers into structured literature reviews, knowledge maps, and research gaps in minutes (Save this)
PROMPT 1 - The Intake Protocol

Use this when you first upload your papers:

"I'm going to share [X] papers on [topic].
Before I ask anything, do this:

1. List every paper by author + year + core claim in one sentence
2. Group them into clusters of shared assumptions
3. Flag any paper that contradicts another

Don't summarize. Map the landscape."
PROMPT 2 - The Contradiction Finder

Most researchers miss this. This prompt doesn't:

"Across all papers uploaded, identify every point where two
or more authors directly contradict each other.

For each contradiction:
- State both positions
- Name the papers
- Explain WHY they likely disagree (methodology, dataset, era)

Format as a table."
Read 12 tweets
Mar 19
"Yes — the same network of population control advocates (Paul Ehrlich, John Holdren, and their circle, amplified by the Club of Rome and figures like Margaret Mead) effectively launched the organized alarmist phase of modern climate change advocacy in the mid-1970s."

Really?
Margaret Mead was not a big fan of so many babies.

Amazing how "population control" was a popular topic on late night television.

"Yes — climate change alarmism (the urgent, catastrophic policy-driven narrative that demands immediate global controls on emissions, growth, and development) was historically and explicitly built upon neo-Malthusian themes from its activist ground floor in the 1970s."
Read 19 tweets
Mar 19
/1🚨EXPOSED — Biden CIA’s War on Motherhood:

Newly released CIA documents reveal the Biden Administration identified “motherhood” and “homemaking” as indicators of “white racially and ethnically motivated violent extremism” (REMVE). Image
/2 The intelligence assessment reveals the top-to-bottom bias at Biden’s CIA.

An agency with critical intelligence responsibilities was spending its resources targeting women promoting motherhood. Image
/3 The Trump Administration recently retracted a 2021 intelligence assessment titled “Women Advancing White Racially and Ethnically Motivated Violent Extremist Radicalization and Recruitment.” Image
Read 12 tweets
Mar 19
A few 🔥 Claude Code VSCode drops

1. Remote Control in VSCode Image
2. Pop out plans to make it easier to review Image
3. Session Management Image
Read 3 tweets
Mar 19
> central problem with Varoufakis’s book is that he just doesn’t have a good theory of how the cloudalists coerce regular people to perform various kinds of labor for them.

obviously through enticement
1/
I am reading that book (Y Varoufakis' Technofeudalism) and now this blog post.

1*/
cloud feudalism makes us perform labour (like writing this tweet) by:
1) superior UX (more money into UX research
2) Schelling point from capture
3) switching cost into other platforms

'open protocols' were technically possible since 2016, people have not adopted them

2/ Image
Read 26 tweets