1/9

The number of traders posting “wtf just happened” is hilarious.

Go back and study the last bull market before you try and trade this one on leverage.

I’ll break down some of how I traded the last one, and what got me on PnL leaderboards:

https://twitter.com/adamscochran/status/1959705766186950940

2/9

As you get closer to highs, drawn down volatility increases.

Sundays are a time when hunters paint the tape up until about 2, squeezing off side, and then puke a large spot into the illiquid market to rinse longs.

1/23

Today the DoJ was supposed to send the full Epstein files to Congress.

They didn't.

Instead they released hundreds of redacted pages from Ghislaine Maxwell's filled with lies and more questions.

Here's just the first part as I slog through these documents: 2/23

Right off the bat we're told that there was existing conversation prior to going on the record.

While that's not uncommon, it's worth remembering that Todd Blanche is also Trump's former *personal* lawyer and DoJ Deputy, and its *very* odd to have him doing this interview

1/18

The New York Times released a great piece of pictures from Epstein’s home showing Trump, Musk and hidden cameras.

But they missed the most important picture that proves Epstein’s smuggling crimes and fills in a *HUGE* part of the puzzle:

2/18

This picture right here shows Epstein being very friendly with Sultan Ahmed bin Sulayem, an Emirati businessman.

He holds three important positions:

-Chairman of the Jebel Ali Free Zone (Jafza) in Dubai.
-Chairman & CEO of DP World.
-Chairman of Branson’s Hyperloop One.

1/8

Wait...!

Did Trump mess up here?!

From March - May the DoJ and FBI were redacting Trump's name from the physical Epstein files **before** they briefed him on it.

But, once briefed in May, the TOP priority became to edit and rush out the Epstein video:

Why?

Well... 2/8

It's no surprise to anyone in this administration that Trump was associated with Epstein.

So they had no problem removing his name from those files preemptively.

But, none of his current DoJ or FBI senior leadership was the same from his first administration.

1/12

On Friday, Bloomberg did some great reporting that the DOJ & FBI seem to be *illegally* misusing FOIA exemptions to hide Trump's name in OVER **100,000** pages of the Epstein files.

It gives us new details on the cover-up: 2/12

In March, the FBI suddenly moved over 1000 agents from field offices in Washington, and New York field offices, to the Central Records Complex in Virginia for a "temporary assignment"

1/16

Insane that we’re here.

Where well intentioned laws get twisted, and turned into privacy nightmares.

But it’s seldom about censorship, and more often simply ignorance that gets us here.

Let’s breakdown why these weird regulations are happening:

https://twitter.com/paperwhispers/status/1950872410997027177

2/16

Years ago I worked on helping lobby privacy protecting bills in the EU, Canada and California - and saw first hand what causes this insanity.

It’s not a purposeful ruse or about censorship, it’s about bad policy getting abused.

Most of the time bills that remove privacy are extremely well intentioned.

They are also written by people who are well intentioned, but who are technologically illiterate.

And then they are reshaped by social media lobbyists who are legal-nuance illiterate.

1/24

I’m not sure I’ve ever seen so much wrong in one post.

So let’s have a history lesson and tell you all the things wrong with Ben’s post and Trumps claims about being “Scottish Nobility”:

https://twitter.com/graduatedben/status/1949862273956061544

2/24

1. Clan MacLeod is not “Scottish nobility”

They were a significant clan, of regional Galeo-Norse Scots, primarily in the Isle of Skye.

They descended from Leòd/Leòid/Ljótr who was a descendent of Norse royalty but not royal himself.

1/25

🔫The Smoking Gun: Proof the Epstein Footage was not just cut, but *ALTERED*

Beyond just the cut, the video contains duplicate frames and continuity skips, pointing to direct and purposeful tampering!
2/25

After my previous thread on MCJOLE, myself and @StefanPatatu decided to more carefully analyze the video footage.

Stefan had noticed that the metadata listed the full set of edits, which I noted would allow us to identify each frame cut and check that section of footage.

1/23

The Epstein Video: Edits, Manipulation and the Hunt for MJCOLE~1

Over the last two weeks my research from myself and outlets like @WIRED has repeatedly shown the Epstein video was edited. 2/23

The first damning fact was that the video timestamps showed 11 full hours from 7:40pm to 6:40am, despite the video file being almost 8 minutes short.

1/108

Epstein Debunk: Part 3:

Arms, Blackmail and Spies: The Career of Jeffery Epstein:

Pondi would have you believe there is no blackmail.

But a trail of public statements, records, and settlements tell us that's untrue.

But more importantly, so does Epstein's money. 2/108

The largest unanswered questions today about Epstein are:

1) Where did his money come from?

2) Who did he work for?

3) How did he meet all these people?

So I spent the weekend digging through archives to piece together his life story:

1/42

**Epstein Video Debunk Part 2: LinenGate!**

Holy crap.

You are not ready for this, as it gets crazier!!

Debunking the lies of CO Noel, the OIG, FBI and Bondi about the "linen excuse" 2/42

Yesterday in my original thread, I pointed out that a man, believed to be Epstein, can be seen ascending the stairs at 10:39pm.

The OlG report however claims this was just:

-CO Noel carrying linens up to cellblock L
BUT

So the alleged suspect not only, had a manifesto which listed dozens of Democrats (and only democrats) as his targets, but is a hardcore evangelical, ans supporter of the “Alliance Defending Freedom” which is the ultra-Christian nationalist legal organization, that funds anti-abortion regulation, advocates for religion in public schools, thinks the constitution should be interpreted through “gods law” and opposes gay marriage.

He runs a armed security company, which is why he would have access to “a vehicle identical to a police car with emergency lights” “gear and uniform like that of a police officer” and “a taser and handgun”

He served on the board of some local work investment charities, was one of many private representatives on a Governors work board, and represented many international orgs who did outreach work (usually religious or business development) in Africa, until 2019~ and then seems to have been abruptly removed from multiple positions.

Clearly a right-wing nut, targeting Dems and protestors.

Another shot of the company gear they have.

They said in his car they find “a bag of ammunition with a Father’s Day card in it”

And latest reports also suggest “targeting abortion providers” was also on the list

1/X

This thread will contain links to my tariff videos.

First batch (any min) answering common questions and market predictions.

Later this week once we have directional clarity, some specific baskets of stocks for each possible outcome.

Will try and answer more questions over the next few days, but wanted to rush out this first batch so you have the lay of the land. 2/x

First up, a high level primer on these specific tariffs.

If you only watch one video, this is the best to give the 50,000 foot view of what we're dealing with, and what to look for next.

A great share for non-finance folks too.

1/31

Meet project "Good Old USA" the now unsealed DoJ file on the Russian influence in the US to sway opinion on the war in Ukraine.

Something Trump has bought into hook-line and sinker.

It was held under seal, because we got the literal playbook revealing their methods 2/31

The campaign, done with the direct oversight of President Putin, spent years creating fake versions of US news sites, sharing fake stories on social media, and being social media reply-guys with isolationist, anti-Ukraine, and anti-West commentary.

Wow, Elon or his team went back and changed this line item in the FPDS system to match his $8B fuck up after getting called out.

Meanwhile the USA Spend record still shows $8M and the initial FPDS file can be seen on archives as $8M

They are literally altering protected government records, to cover their incompetence.

Also proving that this was real and they really fucked it up.

But this is straight up criminal. The archive link for the original contractor showing they have not received even close to $8B lifetime, nevermind from one contract.

archive.is/HYYoo

1/4

Elon Musk’s PAC is now serving up fake ads and text that claim to be from Harris, with fake and conflicting ads.

Even the starkest of Trump supporters have to agree this is heinous and illegal.

https://twitter.com/joshtpm/status/1847667162686582972

2/4

The constant screeching claiming that anything critical about your candidate is “fake news” and then literally making fake ads to trick the American people, is nothing short of audacious hypocrisy.

10/11

J) 5 of the "Fake Electorate" packages that Trump's team had tried to hand over to Pence, used the exact same template for vacancy filling pages.

These pages do not normally have a standard across states, showing coordination. But the source proof is still under seal.


11/11

So Trump and his team *in their own words*:

-Knew they lost
-Knew it was not legal for Pence to over turn
-Knew the states did not have fraud issues
-Researched "alternative electors" a month in advanced of those claims
-Knew the documents were unofficial
-Took part in the transfer process
-And attempted to pass off forged documents directly to the VP
-Because of a pre-meditated plan to steal the election.

The first volumes represent 1889 pages of evidence, 70% still under seal.

This is just from the 30% unsealed, and there are more volumes to go.

The case could not be more clear.

And as a reminder, Trump's team refused to dispute the authenticity of any of this evidence, they only ask for it to be delayed as it would "hurt their client" during the election.

1/11

So the first 3 volumes of Smith's evidence against Trump are released. About 70% still sealed, but, pretty damning stuff, which is all either their own messages, or testimony from Republican staff under oath: 2/11

A) A member of Trump's team directly attempted get a Pence aide to hand Mike Pence documents their team knew was fake, uncertified, and lacked chain of custody.

1/16

Right now most of the AI projects seem to be shovels and picks, which is great to sell when people are mining.

But no one is mining yet.

The comparable in our space is Bittensor vs Ritual. 2/16

But, outside its the fact we have tons of models on HuggingFace, StableDiffusion, OpenAI, Gemini, LLaMa, Mixtral, Smaug, MidJourney, etc but not a lot of people using them for any specific commercial gain at scale.

1/8

So Justin Sun's HTX/Huobi has suddenly turned off their proof-of-reserves system, at the same time as a few other concerning things are happening. 2/8

Their live reporting on DefiLlama shows only about $120M in ETH assets despite their last audit claiming closer to $300M in raw ETH.

1/8

As we move into the L3/Appchain era, a lot of providers are focused on a race to the bottom of fees, or maximizing platform flexability.

But, the winner is probably just whoever has the most pre-made features that are easy to activate. 2/8

Should every L3 have deep in-house technical expertise to customize their launch? Maybe, but its probably overkill.

But beyond that, most won't.

I think of it like WordPress.

Some people will customize it and need access to code. Some will use pre-built assets.