A QUANT SPENT YEARS AND A PHD BUILDING A... STRATEGY THAT LOSES MORE THAN HALF ITS TRADES AND STILL PRINTS The secret is one line. w(t) = Rmax/(J·σ_risk) · (Σ sⱼ) · [1 + η·Σ 𝟙(c ≥ nₖ)] It sizes every bet by current risk, and that last bracket presses harder every time the signal confirms. In plain words. Keep the losers tiny, and pyramid hard into the winners. So it wins under half the time and still beats the market, because one winner erases ten small losses. That positive skew is the edge quants chase for years. Minara lets you build that exact behavior by describing it. 500+ factors, risk-scaled sizing, real backtests. The PhD math is real, the wall is gone. I took one plain sentence to a live, backtested strategy & posted every number in the article. Check it ↓show more

slash1s
53,342 views • 1 month ago
I used Claude Code to build and automate a... legitimate quant trading strategy. The framework I built is based on the GARCH model, and it's one of the most-used trading models by real quant desks. The crazy thing is, I just completely open-sourced the GitHub repo. It contains: a Pine Script indicator for TradingView that loads the quant strategy in real time, complete installation instructions, a reusable Claude Skill & more. This is probably the most-valuable thing I've shared on 𝕏 in 2026. →show more

Miles Deutscher
87,456 views • 1 month ago
Elon Musk gave the entire entertainment industry its expiration... date, and he is the one building the thing that kills it. Musk: “My guess is that we see the first compelling half hour, pure AI show next year.” Next year. A complete show generated entirely by AI. No writers. No actors. No cameras. No sets. No crew. No studio. Just a prompt and enough compute to render a reality that never physically existed. And shows are the easy part. Musk: “I say probably we’re maybe three years away from AI does the whole video game.” A show plays the same way every time. A game has to generate a living world that reacts to every decision in real time across every single frame. That is a fundamentally harder class of problem. And Musk put three years on it. Right now a single AAA title takes seven years and half a billion dollars across thousands of engineers and artists just to ship it. Musk is describing a world where one person types a paragraph and gets something comparable. The entire value proposition of a multi-billion dollar industry lives inside that gap. And it closes in thirty-six months. But the prediction is not the story. The person making it is. This is not an analyst speculating from the sidelines. This is the man building the largest AI compute clusters on the planet. The man who built xAI from zero in under two years. The man stacking hundreds of thousands of GPUs into facilities designed to do exactly what he is describing. When Musk says three years, he is not guessing about what someone else might eventually ship. He is reading you a delivery date off his own roadmap. Every media company on Earth is valued on a single assumption. That quality content is expensive and difficult to produce at scale. That one assumption is the structural foundation underneath every studio, every network, and every publisher in existence. Musk is dismantling it with raw compute. The studios still parading thousand-person production teams are not demonstrating strength. They are advertising the exact cost structure that one person with a prompt and a GPU allocation is about to make irrelevant. And it does not stop at entertainment. If AI can generate an interactive world that responds to human input in real time, it can generate anything. Advertising. Architecture. Training simulations. Product design. Every industry built on humans manually constructing visual experiences frame by frame is sitting on the same countdown Musk just read out loud. Now zoom out. Because this is not just an industry story. For the entire history of human civilization, the distance between imagining a world and actually creating one required thousands of people, millions of hours, and billions of dollars. That distance built Hollywood. That distance built the gaming industry. That distance made content scarce and studios powerful. Musk is collapsing that distance to zero. When the gap between imagining something and it existing disappears, every business model built on the difficulty of creation disappears with it. That is not disruption. That is a full inversion of how human beings create. Musk did not make a casual prediction on that podcast. He told you what he is building. He told you the timeline. And he told you which industries do not survive it. The entertainment industry is still debating whether this future is real. Musk is not part of that debate. He is building. And he just told you the delivery date.show more

Dustin
22,458 views • 1 month ago
A lesson for every Polymarket bot developer: I built... a strategy that looked perfect on paper. Backtested it. Looked like a winner. Almost went live. Then i actually measured real costs. Strategy was dead before the first trade. And this is what bot building on Polymarket actually looks like. Here is what happened (and what you MUST know): Backtested mean reversion on crypto dips. SOL came back at +44% return and 70.5% win rate. Beautiful clean curve. Looked ready to ship. Then i measured real round-trip costs on SOL flash dips. Backtest assumed 0.45% in fees and slippage. Reality was 1.44%. Strategy stops working at 0.70%. Starting again. But the lesson was worth more than any profit the strategy could have made. Here is what i actually learned: Taking a dip with a market order means you eat the spread the dip just created. The volatility making your signal is the same volatility destroying your fill. You see the opportunity. You enter. You already lost. But resting a limit order below market and letting the dip come to you? You collect the maker rebate instead. Same thesis. Completely opposite execution. One bleeds money, one prints it. That one realization changed how i think about bot strategy entirely. 180 strategies tested to get there. 179 dead. That is not failure. That is how you find the 5 that actually work. Building a bot on Polymarket is not about finding a magic strategy. It is about eliminating every wrong answer until only the right one is left.show more

Oracle Boar
14,379 views • 4 months ago
I built a custom TradingView indicator with Claude Code... & Fable 5. It's called the Storm Gauge and is built off a real quant trading strategy. I open-sourced the full code on GitHub. Free to install, free to fork, yours to improve. Here's how to install a quant indicator on your TradingView chart: What it actually is The Storm Gauge is a live implementation of the GARCH model, a Nobel Prize-winning volatility framework that real quant desks run daily. It forecasts how "violent" tomorrow's market could be by combining three inputs: an asset's baseline volatility, yesterday's shock, and where volatility was already sitting before that shock happened. It doesn't predict market direction. Instead, it measures risk, in real time, on your actual chart. How to install it Method 1. Plugin command Open the GitHub repo: Find the installation section, copy the command, and paste it into Claude Code. It runs the plugin install automatically. Method 2. Manual config Open garchmethod.md in the repo, copy the entire file, and paste it into Claude Code. It fetches the skill files directly and verifies the strategy for you. (you only need one method; I'm just showing both) Getting it onto your TradingView chart Inside the repo, there's a Pine Script folder. Open it, copy the entire file. Go into TradingView's Pine Editor, paste it in, hit Enter, and refresh. That's it. The Storm Gauge now runs live on your chart as a real number. Once it's installed, just talk to it: → "What's the volatility forecast on Bitcoin?" → "Explain what the current volatility forecast means on $BTC and how it should impact my position sizing" → "Help me size my S&P500 position according to current market volatility" Does it actually work? I backtested the same EMA cross strategy two ways across 15 years of BTC data. Same entries, same exits. → Fixed position sizing: $17,957 final equity → Storm Gauge (GARCH) sizing: $21,205 final equity Fewer drawdowns, less risk, better result. Full breakdown of the entire build process in my recent article - pinned on my profile.show more

Miles Deutscher
56,355 views • 1 month ago
Why wouldn't the Mets want Pete Alonso? That is... how the question always gets framed, and it is the wrong question. They wanted him. That was never the hard part. The decision was about years three, four, five. That is where a long deal for a first baseman in his thirties either holds up or turns into something you carry into every move you make after it. Everyone argues year one, because year one is the one you can see. The commitment lives in the back half, where nobody's forecast is any good.show more

Zack Scott
31,071 views • 7 days ago
A QUANT DOESN'T GUESS IF BITCOIN GOES UP OR... DOWN, HE SIMULATES TEN THOUSAND FUTURES AND COUNTS THE ONES THAT HIT The secret is one line. P(up) = (1/N) · Σ 𝟙(Sₜ > K) Run thousands of price paths from now to expiry using current volatility, then count the fraction that finish above the line. That fraction is the real probability, not a vibe. SpectraView runs this on the 15m Bitcoin Up/Down markets and pushes the setup straight to TG with 81% win rate. Start auto trade 15m BTC -> In plain words. You are not calling up or down, you are measuring the odds, then only betting when the market price is cheaper than the odds you measured. On screen the sim lands near 53% in the money. Edge is not being right more often, it is paying 50 cents for something the math says is worth 53.show more

slash1s
63,862 views • 1 month ago
The largest theft in history has already happened. The... people behind it just cannot open what they stole yet. Right now, intelligence agencies and criminal groups are quietly copying the world's encrypted data, bank records, medical files, state secrets, private messages, and storing every byte untouched. They cannot read any of it. They are collecting it anyway, because they know the key is about to be invented. The strategy has a name, harvest now, decrypt later, and in 2026 it stopped being theory. Washington declared this the Year of Quantum Security in January, backed by the FBI, the NSA, and NIST. Canada ordered every federal agency to file a migration plan by April. Europe set its deadline for December. Governments do not impose operational deadlines on a someday problem. They do it when the clock is already running. Here is what moved the clock. Every password, every transfer, every secret on Earth is protected by one assumption, that a certain math problem is too hard to solve. Quantum computers solve exactly that problem. For years the machine that could do it looked decades away. Then in late 2025 Google's Willow chip cracked the hardest part of building one, and in March 2026 Google's own researchers estimated that breaking the encryption behind Bitcoin might take fewer than 500,000 qubits, down from 20 million, and could run in minutes. The day this becomes real has a name, Q-Day, and the latest estimates place it between 2030 and 2033. Now make it concrete. Roughly 6.5 million Bitcoin, about a third of every coin that will ever exist, worth close to 500 billion dollars, sit in addresses that have already exposed the very key a quantum computer needs. That includes the coins of Satoshi, the anonymous creator. On Q-Day they become, in the researchers' own word, trivially stealable. It would not look like a crash or a whale selling. It would look like half a trillion dollars of the most secure money ever built simply walking out the door. The asset designed to trust no one and no institution turns out to rest on a single unverified bet, that one math problem stays hard forever. This is what sits beneath the entire digital world. A bank balance, a Bitcoin, a classified cable, all of it is real only because of a proof you supposedly cannot forge. Quantum breaks the proof. Everything we call secure is true only until someone finally checks, and for the first time the check is visible on the horizon. You cannot know whether your data has already been copied. You cannot know the exact day the key arrives. The trust holding up the digital age is a clock counting down to a zero no one can see. The honest counter matters. No machine on Earth can break this encryption today, and serious cryptographers still argue the real threat is a decade or more away. The timeline is far from certain. Quantum-safe codes already exist, the migration has started, and Bitcoin can move its coins to safety before Q-Day if it acts in time. The danger is not that everything breaks tomorrow. It is that anything which must stay secret into the 2030s, a state secret, an identity, a private key, is being stolen today and is already on the clock. The breach is not coming. It is already here, sitting in storage, perfectly encrypted, waiting for a machine that does not exist yet to read it out loud. Research and opinion, not investment advice.show more

Shanaka Anslem Perera ⚡
185,548 views • 2 months ago
sorry, they just did WHAT someone gave a machine... one disease name, the leading cause of blindness in the developed world with 1.5 million americans already in its path, and it came back pointing at a drug that has sat in pharmacies for years under a different label: 551 papers read in 30 minutes against the 294 hours a human would have needed, and the loop that did it is public on GitHub most agent setups answer one question at a time, so the ceiling on the work is the quality of the question you happened to think of this one was handed a single question and wrote the second one itself. turns out that follow-up is where the real find was: a target called ABCA1, upregulated threefold, in an experiment no human ordered i read the whole paper looking for the trick, and the trick is structural. that is the second question, and it is the gap between an assistant and a factory: - hand the loop a field rather than a task: it was given a disease, and choosing the mechanism was part of its job - make it rank before it spends: 151 papers in, ten candidate mechanisms out, scored against each other before anything touched a bench - split reading from judging, so the agent that forms the theory is a different agent from the one grading it - close every cycle on physical reality: the verdict was an experiment, and another model's opinion was never allowed to stand in for one - feed each result back as the next question rather than a log line, which is the step almost nobody builds - search what already passed inspection first: the winner was an approved compound with a safety file already on record - write down what the round learned before opening the next one, so round two starts where round one stopped my read, and i think it is the uncomfortable one: reading was the entire bottleneck in that field, and everybody spent the decade optimising the writing. people ran every physical experiment here, the analysis agent needs a domain expert writing its prompts, and the authors decline to call this the leap it resembles. the thinking got replaced, and the hands did not so the question i cannot answer for my own setup: which step of your loop still stops dead until you sit down and type something bookmark this one. the four parts that turn one model into a line that runs like this, the queue, the rooms, the write permissions and the gate, are built file by file in the piece below ↓show more

Argona
32,475 views • 26 days ago
Drop the high reps and endless volume for four... to six heavy reps, with at least three rest days a week, and the first month feels like getting away with something. For years you buried yourself under a fatigue that never fully cleared. Every session started a little tired. Every set performed on a muscle still repairing the last beating. Your strongest fibres, the fast-twitch ones carrying nearly all the growth potential, are the first to switch off when you're run down, so you were barely reaching them at all. Take the volume away, give the body real time to recover, and that fatigue finally lifts. The fibres that were hiding come back online. The weights jump. You walk in fresh and walk out stronger, week after week, and assume it's a fluke that will surely end soon. It doesn't end. It feels like a honeymoon because it is one. You spent years married to the fatigue and mistook it for the work.show more

Sama Hoole
39,584 views • 1 month ago
"London Calling" 1979, is one of those songs that... still sounds alive every time it comes on. It helped define an era with its energy and edge. Do you know the band's name, and are you a fan?show more

🇺🇸Hot Pepper
14,427 views • 5 months ago
The Catholic Church is the oldest continuously functioning institution... in the world, over 2,000 years old, and it still operates today with a clear line of leadership tracing back to Saint Peter, the first Pope. That means: Every Pope, including the current one, is part of an unbroken chain of succession from the Apostles. The same Church that existed in the time of Jesus Christ is still active today. Despite wars, persecutions, scandals, and global changes, it has never collapsed. 💥 Even more shocking: The Catholic Church runs the largest non-governmental education and healthcare network in the world, more schools, hospitals, and charities than any other organization. So, while empires have risen and fallen…the Church is still standing. A Church founded by Christ himself will never fall.show more

Uche is a girl 🇻🇦
125,643 views • 4 months ago
"MY Son is a Hacker" that's exactly what my... mom said it was a Polymarket bot making $600/day while she stood behind me polymarket pricing is basically one equation: softmax, the same math Claude uses to pick the next word: C(q) = b · ln Σ e^(qi/b) most traders don't even know it exists... they see 35¢ and think cheap my bot sees 35¢ and computes fair value at 55¢, an 20¢ edge two more formulas handle the rest: Kelly for sizing, Bayes for updating I gave Claude the equations and told it: "Find every mispriced contract" $502 → $12,089 on 348 trades, still running 72.6% win rate. wrong plenty, but position sizing makes wins outweigh losses the formulas are on Wikipedia the code fits in one file drop a follow. I'll teach u how to build this bot the only edge: reading the math at 2AM when the market's asleep mom still calls me a hacker she stopped asking about a real job xDshow more

cristal
294,921 views • 5 months ago
Is Michael Saylor about to get a margin call?... No. And the reason is more interesting than the rumor, because what he built instead may be harder to escape than one. A margin call needs a lender who can seize collateral when the price drops. Strategy has none. Its $6.7 billion in debt is convertible notes, the largest tranche due in 2029, with no loan-to-value trigger and no clause that lets anyone take a coin because Bitcoin fell. Saylor learned that in 2022, when he did have a collateralized loan and sweated a liquidation price, then rebuilt the structure so it could never happen again. On the literal question he is right, and the people calling for his liquidation this week do not understand what they see. But killing the fast death created a slow one almost nobody is pricing. To fund his buying, Saylor issued a mountain of perpetual preferred stock that pays a fixed dividend forever, near 11.5 percent, no matter where Bitcoin trades. That annual bill quadrupled from about $300 million in January to roughly $1.2 billion now, while the cash reserve that pays it fell 38 percent this year to near $1.4 billion, after the company spent $1.5 billion in May retiring debt. Put those two numbers together and you get the figure that actually matters, and it is not a Bitcoin price. It is a countdown. Dividend coverage, the time the cash can keep paying that bill, has collapsed from more than seven years in early 2026 to between ten and fourteen months, depending on whose math you use. Months, not years. The market is already pricing it, just not where the rumor is looking. That preferred stock is engineered to sit at $100. Last week it cracked to $82.50, a record 17.5 percent below par. That discount is investors quietly clocking the strain while the timeline screams about a margin call that cannot happen. There is a clean way out, and it is the one door the structure was built to keep shut. Restoring a safe two years of coverage takes about $2.8 billion, roughly double what Strategy holds, and the fastest path there is to sell Bitcoin. But selling crystallizes a $10.6 billion loss, breaks the never-sell promise that gives the stock its premium, and bleeds the very asset the machine exists to hoard. The exit and the wound are the same cut. He already brushed it, selling 32 coins on June 1 to cover a payment. Thirty-two against more than 847,000 is a rounding error in size and an earthquake in meaning, because the company that swore it would never sell, sold, to pay a dividend. And there is a second trigger almost no one has read, buried in the fine print. If Saylor ever simply skips a preferred payment to save cash, the missed amount compounds, the senior layer can ratchet its rate higher, a senior miss freezes payments to every junior layer beneath it, and after enough missed quarters those preferred holders can start taking board seats. No one seizes a coin. But control begins migrating to the people he owes. The clock does not just run down. It hands away the keys at the end. So the honest verdict is the one neither side is shouting. There is no margin call and no imminent bankruptcy. The structure protects him exactly as designed. What it cannot protect him from is a fixed bill that grows while the cash shrinks, where every exit deepens the hole. Sell Bitcoin and break the story. Issue stock into a price near its lowest since 2024 and punish your holders. Skip the dividend and start losing the company by the boardroom. Saylor did not escape the margin call. He traded a cliff for a clock. A cliff takes you in an afternoon and a stranger pulls the trigger. This clock takes months, and at the end the trigger is pulled by the only two forces he swore would never touch it, his own hand, or the people he owes. The rumor asks whether someone is about to call his loan. The real question is how many months he can keep paying before he has to sell the dream, dilute the believers, or hand over the board to keep the lights on.show more

Shanaka Anslem Perera ⚡
58,558 views • 2 months ago
this is worth more than most five figure courses... 16 claude agents audit an entire repo at once, a second fleet re-checks every finding on fresh context, and the whole thing runs off one diagram instead of a prompt i ran it against my own code and got back 11 endpoints where i never checked who was logged in, 3 of which the verifier threw out before they ever reached me this is Graph Engineering, the layer above prompting, and it runs on the agent you already pay for: - write your plan out, then ask one question at every "and then": does the next step actually read what the previous one produced - the seams that fail that question were never dependencies, so those jobs run at the same time - the arrows that survive are your real edges, and the longest chain of them is your floor that no number of agents shortens - want it faster, cut a false edge instead of adding a worker - fan the independent work out, one agent per item, no shared state between them - send every finding to a separate agent on fresh context, because a model recognises its own writing 73.5% of the time and grades it kinder once it does - make that verifier check a real signal like a passing test, never the worker's own word that it finished - shard the fleet across worktrees so parallel workers stop overwriting each other, one rule frozen into every worker: never git stash, never git reset - merge only what came back verified, into one report instead of twenty open chats the catch is the ceiling. at 95% independent work 16 agents return 9.14x rather than the 16 you would guess, and even 256 only reach 18.6x, because the merge and the verify stay serial however wide you fan coordination itself is free plain code and every agent underneath it is billed, so start at twenty files and widen once it works bookmark this, the whole method with all six ready-to-run graphs is written out in the article ↓show more

Argona
157,118 views • 1 month ago
$OnlyMarms Update for the end of Day 2 🦫... The receipts just keep stacking up. Since yesterday... 📺 The token has now been mentioned LIVE on television for the second time, this time on NBC. ( 🎙️ The story has now reached radio, with its first major interview airing on Radio-Canada. ( 🌐 The M.A.D. Lab has created an official OnlyMarms page on its website, documenting the community initiative and bringing everything together in one place. ( 📰 And more media outlets continue picking up the story by the hour - from major newspapers to university publications and international outlets. Take a step back for a second. $OnlyMarms sends a message and sets a statement: Meme coins can do good, and Meme coins can have real-world impact. It is the first time in a while, that we see positive media reports on a meme coin. This isn't a a simple meme that we have invented, it is actually a real world problem that we got to turn into a Crypto narrative to help the M.A.D Lab with fundraising, and awareness. The Pump.fun community, together against a real-world problem. A wildlife research lab founded in 1962 lost critical government funding after more than 60 years of continuous research. The community built around that mission. Now, every TV appearance, every radio interview, every news article, and every official update from the lab brings more attention - not just to the token, but to the research itself and the main issue: get the Lab their funding back. This is what makes OnlyMarms different. The narrative doesn't depend on price action, this is bigger than that. It evolves every time the world learns about the story. For the first time in a while, we have a narrative that I think can send a message and set a statement: Meme coins can do good, and Meme coins can have real-world impact. It is the first time in a while, that we see positive media reports on a meme coin. 🦫 Official M.A.D. Lab OnlyMarms page: 🌍 Community Website: Community Chat for raids and bagworking: Official Linktree: CA: HBrfYZgeLKdSvBBGnGkvAK4563pq8oBGpgNFAaespump Also we set up an official account where more marmot content will be posted: OnlyMarmsshow more

Miggl
106,409 views • 1 month ago
My Claude bot finished first night profit $2,314 I... built the script in 4 hours and it was worth it Average winrate 70% This is not clickbait it is a story about a 5 minute BTC script My strategy + Claude = all you need Wallet: Copytrade: Here is the full strategy: 5 Minute BTC and ETH Micro Arbitrage The system trades short 5 minute Bitcoin and Ethereum contracts In fast markets temporary mispricings appear when YES + NO drops below one dollar The bot scans in real time and captures the spread the moment it appears Speed over emotion When volatility spikes and manual traders hesitate the system reacts automatically Orders execute instantly without delay hesitation or emotional bias By the time most traders understand what happened the opportunity window is already gone Automation compounds the edge Instead of chasing large wins the strategy captures small spreads repeatedly High frequency execution allows the bot to run continuously stacking micro advantages into meaningful returns over time All that is left is refining the code deploying at scale and letting it runshow more

winkle.
171,392 views • 5 months ago
Introducing shadcn/typeset. You know how you render markdown and... get back plain, unstyled HTML? Headings, paragraphs, lists, tables. So you style the elements one by one: font sizes, line heights, spacing. You do it for your blog. Then you do it again for docs. Then again for the chat. Every time, you're fighting the same thing: sizing and spacing. To fix this, we created typeset.css: one file that styles everything inside a typeset container. It lives in your project, so you can change it directly when you need to. And we made it work beautifully with streaming markdown.show more

shadcn
551,111 views • 1 month ago
China's central bank has now bought gold for 19... months straight, the largest official buyer on earth. And this week, as gold broke 4,000 dollars, China's biggest banks moved to push ordinary Chinese out of leveraged gold trading, with at least one warning it will liquidate any position not closed by month-end. Both are true at once, and together they explain what this crash really is. Start with what is being banned, because the words matter. ICBC and a string of other banks are shutting down retail trading in what the Chinese themselves call paper gold, the margined, leveraged contracts where you bet on the price without ever owning a bar. Some banks lifted the margin requirement to 140 percent to choke the leverage off before closing the products outright. Physical gold, meanwhile, stays wide open. Coins, bars, savings plans, ETFs, all fine. It is only the paper, the leverage, the casino, that is being shut, the last step in a five-year retreat that the crash just finished. Officially this is about protecting small investors, and that part is real. The same kind of leverage wiped out a wave of Chinese retail in a 2020 commodity blowup. But set the ban beside what the state is doing and something larger comes into view. While its citizens are pushed out of the paper, the People's Bank of China has spent those same 19 months buying the physical metal, more than two thousand three hundred tonnes of it now, accumulating straight through a 28 percent crash that scared everyone else out. Beijing is not trading gold. It is hoarding it. That is the strategy in one frame. China looked at the two things both called gold, the paper bet and the physical bar, and made a choice no Western government would make. It is taking the metal for the state and closing the casino for everyone else. The reason sits in a single date. 2022, when Russia's reserves were frozen with a keystroke. That taught every country outside the Western system one lesson: dollars in an account can be switched off, gold in your own vault cannot. So China is building its monetary independence out of the one asset nobody can freeze, and it does not want that foundation in the hands of leveraged traders who panic-sell in a crash, or priced by a paper market it does not control. Watch this month and the two worlds split in real time. Western investors were forced out of their gold by margin calls and a rate scare. China's central bank bought that exact dip with both hands. One side treats gold as a trade. The other treats it as the floor under a currency. The West is selling paper gold and calling it a crash. China is buying physical gold and calling it a foundation. In ten years, only one of them will look like it understood what gold was for. The metal is already moving to that side.show more

Shanaka Anslem Perera ⚡
327,003 views • 2 months ago
JUST IN: Bank of America just told its clients... to take profits. About 70% of its bear-market signals are flashing, a level it typically reaches only near market tops. Weeks earlier, BofA's own fund manager survey showed the largest one-month jump into stocks ever recorded, with cash down to 3.9%, under the 4% line the bank treats as a sell signal. Read those together. Investors made their biggest dash into equities in the survey's history at almost the exact moment BofA's own indicators say the top is near. But the number that should actually stop you is buried in the note, and almost nobody is quoting it. The companies driving this entire rally, the AI hyperscalers, are on track to spend nearly 100% of their operating cash flow on capex by year-end. In 2023 that figure was 40%. Sit with that. Big tech used to throw off cash and hand it back through buybacks, which lifted the stocks. Now it is pouring almost every dollar it generates into chips and data centers. BofA notes buybacks have slowed and cash conversion has flat-lined. The engine of the rally is consuming the fuel that powered the stocks. It is the same $725 billion build that companies are now blaming for layoffs. The whole market is priced on one bet, and that bet has grown large enough to eat the cash that used to support the share prices. This is not a crash call. BofA's year-end target is 7,100, about 4% below today, and the median outcome after this cash signal since 2011 has been a 1% dip, not a collapse. The posts screaming sell everything are wrong. The real message is quieter. You are being paid less and less to stay, while the engine runs hotter and hotter.show more

Shanaka Anslem Perera ⚡
17,270 views • 2 months ago
You don't understand... Higgsfield MCP + Claude just automated... AI film making. Every single step you used to grind through to make an AI movie, you can now do 10x faster. Drop the script into Claude Opus 4.8 and say: "Here's my script. Break it into a full shotlist. Shot number, scene, shot type, camera move and the action in each frame." Now the whole film is mapped, shot by shot. - Pull your assets. Ask Claude: "From this shotlist, list every character, every location and every prop across the whole film." That's your build list. The stuff you would need to generate and give as references in next steps. - Build the character sheets. Higgsfield MCP is connected, so Claude has hands now to do stuff directly. It generates the images itself. Have the full body, back view and close up in the character sheet. One per character. Each sheet becomes the locked reference for that face. Same move for locations, generate the empty plate for each one before anyone steps into it. - Generate the frames. Feed Claude the references plus the shot and have it write and fire the Seedance 2.0 prompt. "Using the lead's character sheet and the alley plate, generate shot 4 in Seedance 2.0. Low angle, slow push-in, rain." Claude builds the prompt, calls Seedance 2.0 and the frame lands back in chat. Use a Seedance 2.0 skill to teach Claude how to prompt it properly. Now, there are 3 ways to make the shots. Pick one per scene. - Pure prompting. Fastest one. You describe the action in words and let Seedance interpret it. For consistency across a sequence, feed it a frame from the previous shot so the look carries. - Storyboarding. You hand it a panel and it matches that composition exactly. Way more control over how the shot is framed. The tradeoff is that it can introduce more cuts than you actually want. - Path Control System This is the latest technique Seedance 2.0 technique. Generate a still base plate of the scene. Draw a red line across it to mark the exact path of the movement, then describe what's happening. Seedance follows that line for the action. Also ask Claude to remove the red line when animating. This is the one for anything where motion has to land precisely. The output reads like real live action. - Lastly, generate every clip you need, then cut them together. Get it to Capcut for editing and audio design. And that's it. The pipeline that used to need a full crew and a studio can now run from one Claude chat. 2026 is gonna be wildshow more

Rez Karim
10,951 views • 3 months ago