~$10B market cap SK Telecom (Korean listed w/ US ADR $SKM) appears to have invested $100M in Anthropic’s 2023 series C at a ~$5B val, possibly alongside a separate, undisclosed check via its US venture arm SKVTC. Hard to say how much arb is there, if any, but feels like a fairly

max efficiency is opening up zillow while claude code is running while putting on SLV inverse risk reversals

watching claude code burn through tokens makes me anxious

the lion shorts silver and then closes his laptop

lol coins

best heuristic for outperformance at quant shops is whether the team consistently eats lunch together in awkward silence

The dumbest person you know is standing in line to buy physical gold at an 8% premium right now

GarretBullish was right for 7 hours 13 minutes

asian kid at equinox wearing a citadel shirt pushing 100s on incline

what was tldr with trove

imagine if anthropic does an airdrop

funding is still negative lol

wow

some of yall forgot how reflexive mstr btc flywheel is and it shows

Saylor finding more ammo when you think he’s run out

some of yall forgot how reflexive mstr btc flywheel is and it shows

GarretBullish was right

Huge short squeeze incoming

$105,000 by Feb 15th

building up a series of higher lows and equal highs. beach ball underwater inval remains 90k / 20d simple as