This seems like a more reasonable bet than the Metaverse.  

You don’t need a catalyst. You need asymmetry. And right now, it’s in vol.

... the critical USD-Petrodollar-Gold triangle just sent us one of the most important gold signals in over 50 years...

What a turn of events...

"We plan to build back into ~50/60% of the max size we had yesterday." - Goldman

Gen. Dan Caine, the head of the Joint Chiefs of Staff, said ’there’s some action there' with regard to Moscow supporting Tehran...

The visibility is excellent. You almost can’t tell it’s so deep...

Urea up 70%... Phosphate up 23%... Oil up 57%

"The European Union is not complying with our fully agreed to Trade Deal..."

Ineffable Intelligence is betting that reinforcement learning is the path to superintelligence, rather than AI's large language models.

Polymarket: Spirit Airlines shutdown/liquidation by May 31? Odds hit 77%. 

A "complete set of automated equipment"

"OECD commercial stocks could fall to these operational floors by September if the Strait of Hormuz remains closed, assuming demand destruction stabilizes at 5.5 mbd"

“If we don’t get supply reestablished, demand will have to come down across different sectors of the economy. That’s the big concern that everybody has as we try to avoid a scenario where that becomes extreme.”

Silver: A small push higher… and this goes from quiet to crowded fast.

Oracle shares moved higher on the news. 

Alaska, added the most mortgage debt during that time frame, in percentage terms...