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PSA on social engineering, why the biggest crypto thefts often skip the device entirely and go straight for the person
A lot of the largest crypto losses did not involve a cracked wallet or a stolen seed. They involved someone being convinced to act, often by a person posing as support, security, or a helpful stranger. In one of the biggest cases on record, the attacker posed as wallet support …
Lots of small partial fills on my larger orders after hours. Why does this happen
I have a stock that I trade multiple times a week mostly on vibes. I make a lot of my buys after-hours in the 500-2000 range. These often fill over time at less than 100 shares at a pop. I often see partial fills at less than 10. I have …
SpaceX Failed Launch
Both AI and rocket business requires tens of billions of dollars investment every year likely for next 10 to 20 years, same for data centers in space. Current $20 billion revenue can't even cover operational expenses hence $5 billion loss. Chinese and Japanese companies already figured out how to launch …
NBIS Question
Why does this stock and the AI infrastructure stocks keep dropping? I’ve asked this question on the NBIS subreddit but they seem very biased. I bought in at an average cost basis of $225 per share, will this stock be able to recover to more than this share price? My …
Google's AI is now substantially behind, even losing to freely available Chinese Open Weight Models. The market hasn't caught on yet
Moonshot AI just launched Kimi K3, an open weight model that beats OpenAI's GPT 5.5 and Anthropic's Opus 4.8, but trails 5.6 Sol/Fable 5. Notably, Google's best performing model, 3.5 Flash scores 37% on DeepSWE, compared to 67.5% for Kimi K3. They also lose to GLM 5.2(44%), Meta's Muse Spark(53%), …
Who you watch for the mornings?
The most important crypto event this quarter isn't a price move, it's the CLARITY Act field hearing happening today. Polymarket odds on 2026 passage have collapsed from 70% to 43% and traders have stopped pricing it.
At 10 AM ET today, the House Financial Services Committee's Subcommittee on Digital Assets is holding a field hearing in New York titled "Building the Future of Finance: How the CLARITY Act Unlocks Innovation." A field hearing cannot pass anything. The choice of venue (Wall Street), timing (exactly one year …