/1. Day beau report - 2023 Macro Economy Outlook Happy New Year to all of you, I wish everyone a wonderful year ahead. https://t.co/0SsJkDX836 Key macro trends as follow:

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Run a Simulation before placing your next Polymarket bet - Сode included. The Monte Carlo method is hyped across Polymarket Quants right now. But only a few knows how to apply it correctly to different situations on PM to run a simulation based on it. Run these 4 simulations

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大家都应该停下所有的分析去看这个采访。 这种大师分享的知识比分析有意义。 就好比字面他说他喜欢大家讨厌的板块，越讨厌他conviction越高。这不是一个黑白的思考，是一个衡量市场是不是在往对他有利的方向倾斜的一种思考。 大师果然是大师。

Wise words from a true genius

2025 is going to be a wild year. Today, Apollo published their list of biggest market risks for 2025. Between potential Fed rate HIKES, a recession in China, and a 40% chance of the 10Y note yield at 5.0%, 2025 will be volatile. Here's a breakdown of their risks. (a thread)

What is happening in China? Just days ago, China announced MASSIVE economic stimulus as their economy crashed. Now, retail investors are piling into stocks like pandemic-era stimulus is back. Something is seriously wrong in China and it's too late for stimulus. (a thread)

China is panicking. In fact, China is showing 2008-like signs as they are on the brink of a severe recession. Over the last 2 days, China has begun Pandemic-level stimulus, as seen during lockdowns in 2020. Is China dragging the global economy into a recession? (a thread)

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1/4 The market is pricing a 66% of a 50 basis point cut. But the overwhelming majority of economists expect 25. This is an unprecedented divergence.

【开源镰刀13 - 玩转撸毛党，空投收割设计指南 (免费版)】 空投是Crypto行业历史最悠久也是最有效的营销手段，从17年ICO时代就已经以”糖果“的方式开始。其最初是对于Web2诸如”砍一刀“等补贴引流手法的模仿。

Since the 1920s, If the S&P 500 rises in the 3 months leading up to an election the incumbent President has won 87% of the time Since 1984: 100% of the time

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Introducing Sora, our text-to-video model. Sora can create videos of up to 60 seconds featuring highly detailed scenes, complex camera motion, and multiple characters with vibrant emotions. https://t.co/7j2JN27M3W Prompt: “Beautiful, snowy

1/11 For a day and a half, the narrative around inflation has been desperate to tear down the January CPI report. I believe this is wrong, and the economy is "no landing," and inflation has already bottomed (or very close to it) around 3% to 4%. This is a problem for the bond

进入牛市初期，我们上车的机会在哪里？（长推文） BTC强势突破44000美元，让很多踏空的小伙伴倍感焦虑。那么BTC本轮强势上攻会到什么位置？还有没有上车的机会？回调可能在什么时间发生？会回调到什么位置？本文我会用链上数据（刻舟派）、K线指标（技术派）、宏观环境（经济派）多项综合指标相结合，

推荐一篇非常好的比特币生态协议入门读物。从头了解@Ordinals、#BRC-20、 Atomicals、Pipe 等协议都是什么？有哪些特点，潜力如何以及如何进行交互？ source： @_0xSea_ https://t.co/O2zqMdz1g0

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🧠Following the Smart Money: A Closer Look at the Latest Investments of Crypto VCs Want to know what's next in crypto? Here are 12 promising projects in which VCs have invested. A thread🧵