Most recent unrolls from @ThreadReaderApp

Bir Bornova Hikayesi...

Birinci Dünya savaşı yıllarıydı..

Hollandalı Baron Von Heemstra Bugün Menderes adıyla bilinen
Cumaovası’nda büyük ve zengin bir çiftlik sahibiydi…

Şaşaalı ve ayrıcalıklı bir hayatı vardı…
Çerkez Ethem ve adamları bu zengin adamın büyük çiftliğine göz koymuştu…
1913 ve 1918 yılları arasında İzmir Valiliği görevini yürüten Vali Rahmi Bey,

Çerkez Ethem ve adamlarının Baron Von Heemstra’nın çiftliğini basarak haraç alacağı istihbaratını almış ve jandarmaları çiftliğe göndererek baskına engel olarak Çerkez Ethem’in adamlarına bir güzel dayak attırmıştı…

▶️ Die Ärzte laufen Nius-Finanzier
▶️ Frank Gotthardt
davon

Der Unternehmer Frank Gotthardt, der mit Software für Arztpraxen reich wurde, macht als Geldgeber für Rechtspopulisten von sich reden.

▶️ Doch die Geschäfte gingen schon mal besser.

archive.is/Lsbyg

▶️ Mediziner klagen über hohe Kosten und intransparente Preise:
Die Unzufriedenheit der Mediziner kommt in einer Befragung des Zentralinstituts für die kassenärztliche Versorgung deutlich zum Ausdruck, deren Ergebnisse in der vergangenen Woche veröffentlicht wurden.

Politische Sympathien wurden dabei nicht abgefragt, es ging ausschließlich um Sachthemen.
▶️ Die verschiedenen Compugroup-Systeme landeten gleich in mehreren Kategorien auf den letzten Plätzen.

Introducing Claude Opus 4.6. Our smartest model got an upgrade.

Opus 4.6 plans more carefully, sustains agentic tasks for longer, operates reliably in massive codebases, and catches its own mistakes.

It’s also our first Opus-class model with 1M token context in beta.

Opus 4.6 is state-of-the-art on several evaluations including agentic coding, multi-discipline reasoning, knowledge work, and agentic search.

We're also shipping new features across Claude in Excel, Claude in PowerPoint, Claude Code, and our API to let Opus 4.6 do even more.

Claude in Excel now handles long-running and harder tasks with improved performance.

It can plan before acting, support richer functionalities like conditional formatting and data validation, and handle multi-step changes in one pass.

Read more: claude.com/blog/opus-4-6-…

Den jetzigen Rahmen der Meinungsäußerungsfreiheit wenigstens zu verteidigen - der im Vergleich zum Free Speech der USA sowieso schon sehr eng ist -, ist meines Erachtens eines der dringendsten Anliegen für die Freunde der Freiheit.

1/4

Hintergrund und Kontext:



2/4dersandwirt.de/gefahr-desinfo…

3/4dersandwirt.de/eine-zensur-fi…

I feel generous today: I'll explain how to make sense of today's monstre #Natgas 360bcf draw.

Look at the chart below.
It plots:
1. U.S. HH continuous first 23 contracts (15-23 are hidden) on selected dates (lhs, $/mmBTU)
2. EOS spread (in X/V % format for consistency, rhs) 1/

https://twitter.com/degiorgiod/status/2015398408220004554

3. a grey box on the RHS of the chart, where I put my Storage model's levels for the last 3 EIA Reporting weeks and its EOD scenarios based on different assumptions of how the rest of the Draw Season may behave
Into the grey box I circled in red this year's EOD storage level 2/

and its trajectory over the past three EIA reporting weeks based on the conventional 10y normal weather assumption for the remainder of the Draw season from each EIA Reporting Week on.

How to make sense of this whole complex mechanism?
Declining EOD levels based on the 3/

LISTEN, I survey a lot of more social media; more than most of you ever do, and I can tell you this with some certainty.

99.999% of all social posts we see — even by the most famous scholars historians, journalists and pundits — are all about the contours or specific examples

of our "MAGA/Trump" problem. It's become a kind of national horror-porn. A bottomless well of nutrients for doom-scrollers that is powering the (often-shrinking) careers of many respected people and institutions, but has very little value beyond that.

Sadly, perhaps even

tragically, a much bigger problem is that almost none of them are proposing or even promoting any solutions to any part of our problems.

Diagnosing socio-political problems is really pretty easy: almost anybody can do it. And almost everyone has in some form or another.

But

First, what counts as "traditional 60/40"?
60% U.S. stocks (S&P 500 or similar)
40% U.S. investment-grade bonds (10yr+ duration)
Rebalanced quarterly
This is the benchmark for $18 trillion in assets.

The setup is already in place:
Current environment:
S&P at ~6,000 (elevated valuations)
10-year yields at 4.5%
Stock-bond correlation at +0.33
Inflation running 3%+ (above target)
Fiscal deficits $1T+ annually
We're one catalyst away from crisis.

Catalyst scenario 1: The fiscal crisis
Treasury yields spike above 6% as buyers strike.
Stocks fall 20%+ (valuation compression + growth fears)
Bonds fall 15%+ (yield spike = price collapse)
Total portfolio drawdown: 28%
Probability: 35%

Av alla trådar jag gjort blir denna svårast.

En planerad tech-dystopi av psykopatiska tech-miljonärer med svårt kontrollbehov som sket sig.
Grunden till denna analys av Quantumplanen och samgåendet mellan medicin och teknologi grundar sig i detta mailet i Epsteins mailkorg vidarebefordrat till honom. Vi bryter ner och tar det i delar. Det blir en lång 🧵>>
justice.gov/epstein/files/…

Mailet forwardades av "Charles" till en FBI-agent april 2021, troligen p.g.a. Epstein-referenser. Det verkar vara en resend av ett meddelande från december 2020/mars 2021, med tillägg av nya mottagare (t.ex. investerare från Javelin, Greylock, Bessemer).

Charles Weill
linkedin.com/in/cweill/
Charles Weill (Rackoff) är grundare av Y Combinator.
en.wikipedia.org/wiki/Y_Combina…

I oktober 2015 introducerade YC Research för att finansiera långsiktig grundforskning. Sam Altman donerade 10 miljoner dollar.
x.com/GStrand45/stat…
Forskare fick lön som heltidsanställda och kan få aktier i Y Combinator. OpenAI var det första projektet som YC Research genomförde, och i januari 2016 tillkännagavs också en andra studie om basinkomst.
CIAs finansiering är ingen obetydlig del i projektet.
x.com/GStrand45/stat…
Ett annat projekt var forskning om nya städer.
x.com/GStrand45/stat…
Projektet Human Advancement Research Community (HARC) startades 2016 med "uppdraget att säkerställa att mänsklig visdom överstiger mänsklig kraft". Projektet inspirerades av ett samtal mellan Altman och Alan Kay.
en.wikipedia.org/wiki/Alan_Kay
Dess projekt omfattade modellering, visualisering och undervisning av programvara, samt programmeringsspråk. Bland medlemmarna fanns Alan Kay, Dan Ingalls, Bret Victor, Vi Hart och Patrick Scaglia. HARC stängdes ner 2017. Den australiske kvantfysikern Michael Nielsen var forskare vid YC Research från 2016 till 2019.
en.wikipedia.org/wiki/Michael_N…
YC Research avstod från Y Combinator och döptes om till Open Research år 2020.
en.wikipedia.org/wiki/Open_rese…
Så när man blev påkomna blev det plötsligt "Closed AI" som Elon musk pekade på från "Open AI".👇
>>

Nu har ni bakgrunden och Y Combinator nämns i nedan mail som "YC".
"Now that you know who you are dealing with, U.S. Military":
"Infiltration at the highest levels of government, media, science, health, MILITARY CoC, ….. FINAL LEVEL.
Q"
Följ med>>

En 2021, @EsSalud inauguró tomógrafos presentados como modernos, para 11 mil pruebas al mes. Hoy la Contraloría detecta que el del Hospital Almenara no opera como debería: elevó el riesgo de errores y generó S/ 6,1 millones de perjuicio. 5 funcionarios con responsabilidad penal🧵

Todo empezó el 9 de diciembre de 2019, durante la gestión de Fiorella Molinelli. Se adjudicó a GE Healthcare del Perú la compra de tres tomógrafos de alta gama. Uno era para el Hospital Almenara y costó S/ 5,599,713.60.

El 27 de enero de 2021, el equipo fue recibido por funcionarios del hospital, que firmaron el acta de recepción, instalación y prueba operativa. El problema fue que se aceptó pese a no cumplir pruebas clave ni las especificaciones ofertadas.

1/6
Als lid van het Europees Parlement heb ik de EU-censuurdossiers ingezien.
Het is erger dan je dacht.
📌 Bewijsstukken hieronder 👇

2/6
Nederland: de Commissie maakte het Ministerie van Binnenlandse Zaken vlak vóór de verkiezingen tot een “trusted flagger” (vertrouwde melder) onder de DSA. (p.107–108)
De zittende regering krijgt daarmee extra censuurmiddelen tegen de oppositie.

3/6
De EU heeft een handboek voor “Borderline Content” dat zich richt op legale meningen: anti-EU-standpunten, satire, antimigratie, memes.
Ze bestrijden geen criminaliteit, ze begraven meningen.

Illegal gold is destroying the Amazon… and our right to know 🌳

In Madre de Dios department, southeastern Peru, illegal gold mining is ravaging one of the most biodiverse regions on Earth.

1/5

🔴 In the region called La Pampa, the criminal group Guardianes de la Trocha controls most of the illegal gold production and spreads terror: extortion, forced disappearances and a code of silence. Meanwhile the forest and our right to know pay the highest price.

2/5

➡️ Thousands of people killed or disappeared since 2014 in La Pampa region
➡️ Illegal gold now more profitable than drug trafficking
➡️ Massive deforestation and irreversible ecological damage

3/5

LUT KAVMİNİN DOĞUŞU VE
İNSANLIĞIN DİP YAPMASI !!

💥AKP Milletvekili Prof Dr Mehmet Şahin; Epstein olayını "İnsanlığın dip yaptığı nokta" olarak tarif etti.

💥Hayır efendim, hayır.
İnsanlığın gördüğü dip nokta "Epstein" olayı değildir.

Çünkü onların karanlık dünyasında ne inancın bir önemi vardır ne kutsallığın.
ne de ahlâkın.💥Onlar, kendi meşreplerinin gereğini yapmışlardır. O meşrep yarattıkları çirkin ve karanlık bir dünyanın batağıydı.

Bu yüzden de Epstein vakasını, ben insanlığın çöktüğü dip nokta olarak görmuyorum. Çünkü yukarıda da dedigim gibi, onlar inancinın imaninın ve meşrebinin gereğini yapmışlardır.

Every time another Trump-supporting influencer, journalist, social media account tells you about some horrible thing #Qatar is doing to our country, please remember that no American is a more effective promoter of the Qatari brand than the president of the United States.
#AI #MuslimBrotherhood

x.com/ibsinow/status… x.com/ibsinow/status…

x.com/dumisanitemsge… x.com/dumisanitemsge…

Thanks to Don Lemon, the FACE Act is suddenly getting the media scrutiny it never received back when the Biden DOJ was using it to target pro-life advocates.

Let’s review a few of the Biden admin’s “greatest hits” in FACE Act weaponization. ⬇️🧵

2/ In September 2022, the FBI sent 20 armed agents to conduct an early morning raid at the home of Mark Houck, a Catholic father who does street preaching near abortion clinics.

A year earlier, Houck had gotten into a brief scuffle with a Planned Parenthood volunteer who was harassing Houck’s 12-year-old son on a sidewalk outside a clinic. Although local law enforcement filed no charges, the Biden admin dramatically arrested Houck, charging him under the FACE Act.

A jury quickly found Houck not guilty, with the judge noting that federal law “seem[ed] to be stretched a little thin here.”

3/ In October 2022, FBI agents came to Paul Vaughn’s home at 7 a.m. and arrested him at gunpoint in front of his 11 children, for an abortion clinic protest he’d attended 18 months earlier.

While some of the pro-life demonstrators had blocked doors, Vaughn merely prayed and sang outside the clinic. Still, the Biden DOJ filed FACE Act and “conspiracy against rights” charges against him, for a maximum possible sentence of 10 ½ years in prison.

Vaughn was convicted and sentenced to three years of supervised release. He was later pardoned by President Trump.

🧵 SILVER REALITY CHECK

1️⃣
Paper smackdowns are loud.
Physical demand is quiet.

But guess which one decides the endgame.

February COMEX silver just printed massive early deliveries.

That’s not noise. That’s intent.

2️⃣
As of early February:

➡️ 3,500+ delivery notices
➡️ ~18 million ounces of silver tied to delivery
➡️ Over 550 tonnes moving through the delivery mechanism

February is not a major delivery month.
Yet here we are.

1/ AxiomProver has solved Fel’s open conjecture on syzygies of numerical semigroups, autonomously generating a formal proof in Lean with zero human guidance.

This is the first time an AI system has settled an unsolved research problem in theory-building math and self verifies.

2/ We chose this problem intentionally. It is theory-building math research that requires profound capabilities including complex hierarchical decomposition, ability to backtrack, and autoformalizing definitions.

After Putnam perfect score, AxiomProver generated research math.

3/ AxiomProver is a Verified AI system (under development) that strives to be, at first, an AI mathematician. Submit your questions today!

The run is end-to-end handled by AxiomProver from a natural language statement of the problem as input. The output is a correct Lean file.

On a eu le droit à un thread de @campiche_sarah sur le tétanos, il est une synthèse des arguments et de la rhétorique des vaccinalistes.

je vous invite d'abord à le lire :

Passons à l'analyse 👇

#thread

https://x.com/campiche_sarah/status/2017645175439257670

Sarah cherche à vous convaincre de vous faire vacciner, et elle mobilise principalement l’ethos et le pathos pour y parvenir.

L’ethos repose sur son statut de médecin, sa posture de vulgarisatrice, les références aux autorités sanitaires et la description technique de la physiopathologie.

Le pathos passe par la peur, le sentiment d’impuissance et l’urgence créés par la présentation de la maladie. Le vaccin est alors posé comme la seule issue salvatrice.

Quand elle aborde le logos, elle met en avant des données historiques sans jamais mentionner leur faible niveau de preuve ni les multiples facteurs confondants qui influencent l’épidémiologie du tétanos.

Voici des déterminants du tétanos (liste non exhaustive) :

- Travail rural / agricole : Augmente fortement l'incidence car exposition fréquente au sol contaminé, fèces animales, outils agricoles (coupures, piqûres)... Les zones rurales ont historiquement et actuellement une incidence plus élevée que les urbaines.
- Vie urbaine / bétonisation : Diminue l'incidence en réduisant l'exposition aux spores telluriques (qui viennent de la terre)
- la mécanisation : à la campagne, elle diminue l'exposition au sol et aux spores telluriques. En ville, la mécanisation des transports urbains, en mettant fin à l'usage du fiacre, a contribué à diminuer l'incidence du tétanos de manière significative, principalement via une réduction massive de l'exposition aux spores de Clostridium tetani.
- accouchements non aseptiques : Favorise l'anaérobie et la germination des spores. Le tétanos néonatal est presque exclusivement lié à des coupes du cordon avec instruments non stériles ou application de substances contaminées (terre, cendres, etc.). L'hygiène lors de l'accouchement réduit à 0 l'incidence du tétanos néo natal, ainsi que de nombreuses autres maladies.
- Éducation et comportements : Une faible connaissance des risques implique une négligence des plaies et de l'hygiène nécessaire ce qui cause une incidence plus élevée.

Ces déterminants montrent que le tétanos est avant tout une maladie d’exposition et de négligence hygiénique, pas uniquement une affaire de “manque de vaccin”. Leur poids écrasant dans l’épidémiologie rend d’autant plus critiquable l’approche du thread : en passant sous silence ces facteurs pour glorifier le vaccin, Sarah ne vulgarise pas – elle oriente.

Zelenskyy: I hear signals about recognizing occupied Ukrainian territories as Russian to end the war.

That would change nothing. Not everyone would accept it, and only Ukraine signs for Ukraine. Our territories remain ours.

1/

Zelenskyy: Ukraine’s security guarantees will rest on preserving an 800,000-strong army and, after the war or a ceasefire, transitioning it from a mobilized force to a professional contract army.

2X

Source:

🚨Climate pathways to 1.5°C increasingly depend on land-intensive carbon dioxide removal (#CDR) like forestation and BECCS.

But new research shows these climate solutions could place major pressure on #biodiversity if deployed without safeguards.

Details🧵1/11

2/ Using five integrated assessment models, the study examines where large-scale CDR is projected to occur & and how often it overlaps with biodiversity hotspots and climate refugia, the places most critical for species survival.

3/ The analysis focuses on a moderate but realistic deployment level of 6 GtCO₂ per year:
• 3 GtCO₂/yr from forestation
• 3 GtCO₂/yr from BECCS
Even at this level, land pressures are already significant.

▶️ Hier ist jetzt konkrete Hilfe nötig.

Der im Dienst getötete Kontrolleur im Regiozug, Serkan C., war alleinerziehender Vater von zwei Kindern.
▶️ Neben Trauer und Anteilnahme braucht seine Familie jetzt etwas sehr Konkretes:
▶️ finanzielle Unterstützung,

▶️ damit sie in dieser Ausnahmesituation nicht auch noch an Existenzfragen zerbrechen.

▶️ Die Regionalleitung der DB AG hat dafür ein Spendenkonto eingerichtet:

Empfänger: DB Regio AG
IBAN: DE15 5008 0000 0091 6377 01
Verwendungszweck:
▶️ Serkan C.

Wenn du helfen kannst: Jeder Betrag zählt.
Und wenn du nicht spenden kannst:
▶️ Teilen hilft auch.

Danke euch. 💜in Gedanken bei allen Menschen, die Serkan vermissen 🤲🏼#Spende

1️⃣ “Le azioni di droni, centrali, missili, semiconduttori producono qualcosa. Bitcoin no.”

Questo confonde valore industriale con valore monetario.

Un’azione vale perché dà diritto a:

- flussi di cassa futuri
- proprietà di un’azienda

Una moneta, invece, non deve “produrre” nulla. Deve:

- conservare valore nel tempo
- essere trasferibile
- essere verificabile
- non essere falsificabile

L’euro, il dollaro, l’oro in cassaforte non producono nulla.

Eppure valgono.

Bitcoin non è un’azienda. È un’infrastruttura monetaria.

Paragonarlo a un’azione è come dire: “Internet non produce bulloni, quindi non ha utilità.”

2️⃣ “Non è usato per pagamenti”

Falso, ma soprattutto irrilevante.

Tralasciando LN, Bitcoin non compete con Visa, ma con:

- oro
- conti offshore
- riserve di valore
- protezione da inflazione, censura e confisca

Il suo use case principale è store of value sovrano, non mezzo di pagamento quotidiano.

Anche l’oro:

- non lo usi al supermercato
- non lo usano per i pagamenti digitali

eppure vale 13 trilioni

Bitcoin oggi è nella stessa categoria.

3️⃣ “Non è usato dalle banche centrali”

Vero. Ma è un punto a favore, non contro.

Bitcoin nasce proprio per essere fuori dal controllo delle banche centrali.

Dire: “Non lo usano le banche centrali” è come dire nel 1995: “Internet non lo usano le poste nazionali.”

È un sistema alternativo, non integrato.