Arthur Byrne

Father, Husband, Capital Markets. ChatGPT: "Mastering markets, muscles, and multilingualism —one calculated move at a time."

[Arthur Byrne @ArthurByrne]

Does history rhyme?

$SPCX $TSLA

[Trung Phan @TrungTPhan]

Lee Kuan Yew:

“Air conditioning was a most important invention for us, perhaps one of the signal inventions of history. It changed the nature of civilization by making development possible in the tropics. Without air conditioning you can work only in the cool early-morning hours or at dusk. The first thing I did upon becoming prime minister was to install air conditioners in buildings where the civil service worked. This was key to public efficiency."

[Giovanni's BTC_POWER_LAW @Giovann35084111]

https://t.co/1QZrbYghUq

[Arthur Byrne @ArthurByrne]

I took inspiration from @jvisserlabs a few months ago and built a turbulence model. This one is focused on AI. The model started to show signs of stress on May 27th, 2026.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 US Secretary of Defense Pete Hegseth says the US should secure a strategic advantage in Bitcoin and that he's a "long enthusiast" of BTC.

[Nassim Nicholas Taleb @nntaleb]

Those who treat humans as machines are also treating machines as humans.

[andrew engler @aerockrose]

In 2013, Nassim Taleb gave a 53-min Stanford masterclass on why chaos makes some businesses stronger.

His ideas:
- The coffee cup that survives 4 million hits
- Why helicopter engineers ride their own machines
- The country where nobody knows the president

12 lessons on risk:

[Danielle DiMartino Booth @DiMartinoBooth]

A BIG ICYMI.

[Harry Crane @HarryDCrane]

Some students and faculty are panicking about this news. But all it means:

if you're in the top of computer science majors, you're still OK. If you're in the bottom you're not.

The idea is to do something that (1) is useful and (2) you're good at.

So if CS is your thing, that's good. If it's not, do something else.

Don't pick a major or develop expertise based on today's trends. Chasing after something you're either not good at or don't care about is a recipe for failure.

Lindy fields develop skills that have been relevant for centuries and aren't going away with AI.

Most Lindy - core hasn't changed, unlikely to change any time soon, teach skills that are transferable and widely applicable
1. Mathematics
2. Logic
3. Probability & Statistics - the basis of all science
4. Physics - Newton is 340 years old and still the basis of engineering.

Used to be Lindy - but went woke
1. Classics
2. Philosophy — killed by analytic philosophy and wokeness.
3. Rhetoric — Central from Athens through the Renaissance. Replaced by Communications departments studying TikTok.
4. Theology — Founded the university system itself. Bologna, Paris, Oxford all started here. Functionally extinct / marginalized.

Least Lindy - no staying power
1. DEI studies — Administrative ideology dressed up as scholarship. Already collapsing.
2. Algorithmic fairness — A subfield whose entire existence based on a political climate. Takes something objective and makes subjective.
3. Differential privacy — Same as #2.
4. Science & Technology Studies — "Science is a social construct" has a limited runway once people remember they need bridges that don't fall down.
5. Computational Social Science — Fitting LLMs to survey data and calling it a field.

[Nav Toor @heynavtoor]

🚨BREAKING: AI can now teach business strategy like Harvard MBA professors (for free).

Here are 12 insane Claude prompts that replace $150,000 MBA degrees (Save for later)

[Arthur Byrne @ArthurByrne]

@antigravity Test a trend following strategy
Add parameters to optimize the trend
Fine tune the frequency of the optimization
See the results immediately in a web browser GUI

[Arthur Byrne @ArthurByrne]

@antigravity and similar AI coding tools are doing to code what the iPhone did to photos and video. What it means for investors is the ability to build your own research tools and models from scratch. One example is a web app I built in less than 30 minutes to test a strategy.

[Arthur Byrne @ArthurByrne]

@jvisserlabs Your weekly videos are great and part of my weekend routine. If you haven’t already, check out Google’s @antigravity it’s insane.

[Lance Lambert @NewsLambert]

Percent of household mortgages 30+ days delinquent 👇

Chart via @ResidentialClub

[Charlie Bilello @charliebilello]

The delinquency rate on CMBS loans for office properties has moved up to 11.8%, the highest level on record (note: data goes back to 2000).

https://t.co/l5IYmkeySJ

[Hedgie @HedgieMarkets]

🦔Subprime auto delinquencies hit 6.65%, the highest level in more than 30 years, putting pressure on lenders following the September collapses of Tricolor Holdings and PrimaLend Capital Partners. Tricolor filed to liquidate in bankruptcy facing allegations it fabricated or double-pledged auto loans, while car parts supplier First Brands folded amid questions about pledging the same accounts receivable to different lenders.

The Consumer Stress
The increase in delinquent car payments signals strain among borrowers with the weakest credit wrestling with rising car prices and steep interest rates. Curasset Capital reduced exposure to the lowest-ranking subprime auto bonds, worried banks could refuse to renew working capital lines used to fund auto loans. Rising risk premiums are driving up funding costs for auto lenders, eating into profitability and potentially leaving smaller companies struggling to stay in business. PYMNTS research found 29% of subprime consumers applied for and were denied a credit card, compared to 12% of super-prime borrowers.

My Take
The worst level in 30 years for car loan delinquencies tells you something real is happening with people who have the weakest credit. These are folks dealing with car prices that went up a ton and interest rates that make the monthly payments brutal. What gets my attention is two lenders collapsing in the same month with allegations they were faking loans or pledging the same assets to multiple lenders. That kind of fraud usually shows up when companies are desperate and trying to hide problems. The broader picture is household debt hit record levels while more people are falling behind on payments across the board. Car loans are often one of the first things people stop paying when money gets tight because losing your house is worse than losing your car. So when you see delinquencies at three-decade highs, it means a meaningful chunk of people just don't have the money anymore.

Hedgie🤗

[Arthur Byrne @ArthurByrne]

@PunterJeff @Jason @saylor @grok I like this approach. It’s a very good argument to own BTC with an options strategy overlay to use volatility in your favor.

[Arthur Byrne @ArthurByrne]

Additionally, the deflationary aspect of AI is, of course, true but this is very much first order thinking. What is the systematic response by governments to extreme deflationary periods? Lower rates and increased liquidity.

As AI lowers costs and capital replaces labor, governments will be forced to have supportive policies that will include increased monetary debasement.

[FischerKing @FischerKing64]

If AI is deflationary then we will need a debt jubilee. People are up to their eyeballs in debt. Student loans. Mortgages. Car loans. Credit cards. Major deflation lowers prices and wages - but not debt. Our entire economy relies on inflation to work, which is f*cked up.

[Jordi Visser @jvisserlabs]

5️⃣
Why it matters 💥
The potential market (TAM) for generalist humanoid robots is staggering:

🧑‍🏭 Global manufacturing labor → $25T
🚚 Logistics → $10T
🏥 Healthcare & services → $8T

Even 1% automation share = hundreds of billions in value creation.
That’s why Tesla, Figure, Agility, and others are racing to industrialize movement.