Mathesius vom Benzenberg

I love how everything is either bullshit or very important.

[Sander Tordoir @SanderTordoir]

Germany is the epicentre of the China Shock 2.0 reverberating in global markets

In a new paper, @Brad_Setser and I show the shock is a key driver of Germany’s economic malaise. And it's accelerating

Berlin needs to stop admiring the problem, and join efforts to fight back

1/

[David Schamis @dschamis]

Hey @HyperliquidX community - let's make sure that @elonmusk and @SpaceX don't make the same mistake that @cerebras made in pricing their IPO.

HL provided price discovery that was very accurate.

Elon - @MorganStanley and the other banks will push back - they will have a long list of reasons as to why you need to price it well below the true market value - don't fall prey to this nonsense.

@HypeStrat @tradexyz $PURR

[Capital Flows @Globalflows]

The Credit Cycle Melt UP and Coming Crash 🧵

We have seen one of the greatest melt ups in US history since the 2022 lows, as we begin entering unknown territory of the highest valuations in human history

The melt up isn't driven by europhoria or sentiment, it is driven by liquidity and credit that is directly linked to the AI retooling occurring in the financial market and underlying economy

This thread is meant to be a complete breakdown of HOW to think about what is happening, and WHEN risks begin to build that will cause the next bear market 🧵

[Mathesius vom Benzenberg @Mathesius303]

@ZeeContrarian1 Thank you Zee, appreciate your content. I'm in asia in a few weeks, can you recommend a place for a two weeks retreat?

[Mathesius vom Benzenberg @Mathesius303]

@PiCoreTeam How does it work?

[Mathesius vom Benzenberg @Mathesius303]

@zeussy_mmxm Thank you!

[Mathesius vom Benzenberg @Mathesius303]

@CheyenneCTO 42WsTdHorBckVAtTAc3e9a26ZmbKLL1sztExBsbD169S

Like a 🦄

[Mathesius vom Benzenberg @Mathesius303]

@elonmusk Please tell your algorithm that I don't want to see any more violence. I don't interact with it and I don't forward it, but it's always there

[Mathesius vom Benzenberg @Mathesius303]

@Overdose_AI Touch grass and you’ll be fine

[Mathesius vom Benzenberg @Mathesius303]

@murtazasats 42WsTdHorBckVAtTAc3e9a26ZmbKLL1sztExBsbD169S

[Mathesius vom Benzenberg @Mathesius303]

@foliegoat 42WsTdHorBckVAtTAc3e9a26ZmbKLL1sztExBsbD169S

[Mathesius vom Benzenberg @Mathesius303]

@foliegoat 42WsTdHorBckVAtTAc3e9a26ZmbKLL1sztExBsbD169S

[Mathesius vom Benzenberg @Mathesius303]

@hftquant_ Weekly open voodoo

[Mathesius vom Benzenberg @Mathesius303]

@AleoHQ Let's get loud

[Mathesius vom Benzenberg @Mathesius303]

@I_Am_The_ICT That would be a blessing 🤩

[Mario Nawfal @MarioNawfal]

⚠️#IMPORTANT: Microsoft is testing what happens when ChatGPT takes control of robots.

Microsoft researcher: "Our goal with this research is to see if ChatGPT can think beyond text, and reason about the physical world to help with robotics tasks."

[Paul Stamets @PaulStamets]

May or may not have these magical sounds on repeat. 🙌🏼 So cool to hear mushroom music from my talented friend @TarunTspoon!

[Latest in space @latestinspace]

This is the world’s longest continuous road that a person can walk on 🌍

[Mathesius vom Benzenberg @Mathesius303]

@CNBC @RemindMe_OfThis in 3 hours