Lukasz Walaszczyk

[Lukasz Walaszczyk @LPWala]

@PatrykSlowik Byłem tam jak pisałeś.

[Lukasz Walaszczyk @LPWala]

@Crowded_Mkt_Rpt Quality not quantity

[Lukasz Walaszczyk @LPWala]

So apparently latest Anthropic AI model is so good its banned outside USA. So if only Americans can use it, how they will justify the valuations. Crazy times.

[Lukasz Walaszczyk @LPWala]

@FakePsyho Lets go!

[Sheetal Rijhwani @RijhwaniSheetal]

THINGS THAT QUIETLY DESTROY MOST TRADERS:

1. Romanticizing trading while refusing to respect how brutal it actually is.

2. Thinking intelligence automatically makes you a good trader.

3. Expecting peace from a profession built on uncertainty.

4. Being “passionate” about trading means nothing if you can’t handle repetition and uncertainty.

5. Looking for motivation instead of emotional stability.

6. Most traders are not emotionally stable enough for this profession.

7. Some people never become profitable because deep down chaos feels more familiar than discipline.

8. Mistaking stimulation for passion. A lot of traders are addicted to chaos, not trading.

9. Taking every drawdown as a personal attack on your intelligence.

10. Watching profitable traders for motivation while refusing to copy their boring discipline.

[Lukasz Walaszczyk @LPWala]

@larpcapitalwc @TaraBull Elites overproduction always leads to revolutions. New elites or counter elites will want their piece of cake. And it will get ugly.

[Lukasz Walaszczyk @LPWala]

@gabriel_maciej Kolejna galeria kotów, tego mi na X brakowało.

[Lukasz Walaszczyk @LPWala]

@SzJadczak @JHarlukowicz Ciężkie działa zostały wytoczone.

[Lukasz Walaszczyk @LPWala]

@larpcapitalwc @AK74StL

[Lukasz Walaszczyk @LPWala]

@Piegziu A gdzie miejsce dla przepisywaczy tekstów angielskich z kategorii fear porn?

[Lukasz Walaszczyk @LPWala]

Long energy never been easier. #brent #oil #energy

[Qasem Al-Ali @AlaliQasem]

🚨 Saudi Finance Minister EXPOSES the oil price :
“You see $90 on the screen… good luck buying a barrel at that price.”
Real price? $120–$160/barrel.
The biggest gap between perception and reality in energy markets — ever.
Who’s controlling the narrative? 👀

[Qasem Al-Ali @AlaliQasem]

🚨 Saudi Finance Minister EXPOSES the oil price :
“You see $90 on the screen… good luck buying a barrel at that price.”
Real price? $120–$160/barrel.
The biggest gap between perception and reality in energy markets — ever.
Who’s controlling the narrative? 👀

[Psyho @FakePsyho]

the benchmark game has entered its IPO era

[Lukasz Walaszczyk @LPWala]

@KlubJagiellonsk @MazurKrzysztof Ten program jest potwierdzeniem że jesteśmy gdzieś w centralnej Azji. Można być malwersantem, mieć sprawy karne za RARS, a i tak znajdą się klakierzy którzy zaproszą cię do programu.

[Robot James 🤖🏖 @therobotjames]

three dead simple edges in macro etfs you could trade with a goddamn potato.

. . .

if you understand how edge is created in markets, you can do the simplest most neanderthal stuff and make money.

i’m going to show you three dead simple edges that you can trade in spy and tlt.

[Lukasz Walaszczyk @LPWala]

@Rory_Johnston @Vortexa

[Lukasz Walaszczyk @LPWala]

@RoundtableSpace Pretty accurate for BTC. Not so much for anything else.

[Lukasz Walaszczyk @LPWala]

@Rory_Johnston Question is Bloomberg tracking it all? MaritimeTraffic shows just a fraction now.

[Eric Nuttall @ericnuttall]

Given the magnitude of Middle Eastern production losses (13MM Bbl/d) and the inability of meaningful short-term supply adds elsewhere, it is inevitable that demand will have to fall as inventories continue to be sharply drawn down. The challenge though is the magnitude. Even with 3MM Bbl/d of SPR release and modest run cuts to date, we likely need to reduce demand by the same amount as during COVID, the biggest demand shock in history (in bbl/d terms). This is either achieved by government actions like rationing (happening) or price. Likely both. Physical barrels are already trading over $130-$140 and likely heading higher, while the paper oil market will at some point have to reflect the physical reality. Even with a full opening of the Strait of Hormuz today, given voyage lag time a coming price spike seems inevitable, presidential jawboning or not. With each passing day, the floor price is rising, well above what energy stocks are currently discounting.

[Lukasz Walaszczyk @LPWala]

@Piegziu Problem polega na tym że stworzyliśmy rzeczywistość gdzie freak fighty są ważniejsze niż sukcesy naukowe. Tak wcale nie musiało się to potoczyć.