P

[P @P22172Pascal]

Next 2 weeks should sell all risk-on positions
As ive warned long ago we will get a stock crash toward end of july , spilling into August!

Time to slowly accumulate puts over month of june! Hold shorts until august 🩳

Then probably a bounce into October

[P @P22172Pascal]

@noetic_healing Congrats hehe

[P @P22172Pascal]

@OtherSideBJ I really like your content and it's translated from chinese apparently which i think is just amazing technology! I am from europe and i tried to learn chinese but it's too hard 😅 but now we can still communicate

[P @P22172Pascal]

@yegormethod What i mean by that is i'm already following you so i cannot follow you again right

[P @P22172Pascal]

@yegormethod I often want to click your profile and follow you but then i realize oh it's yegor again 😁💪 dropping smart psychology/marketing insights

[USAnt 미국개미 @USAnt_IDEA]

[속보] 11월 반도체·기술주 피바다 만든 주범, 또 '헤지펀드 뚝배기 깨진 나비효과'였다 🤯

개미들 "AI 버블 꺼지냐" 벌벌 떨면서 손절 칠 때, 배후에서 터진 진짜 사건의 전말 까발려짐. 알고 보니 멀티스트래티지 헤지펀드들이 줄줄이 깡통 차고 운용팀 모가지 날리면서 시장가로 집어던진 기계적 투매였음 ㅋㅋ

내막 까보면 진짜 레전드 코미디 그 자체임:

• 월아이 캐피털(Walleye Capital): 2025년 80억 달러짜리가 1년 만에 170억 달러로 떡상했다고 어깨 뽕 잔뜩 들어갔는데, 발야스니 출신 스타 매니저가 주식 롱숏에서 초대형 사고 치고 10월 한 달에만 -5.9% 처박음. 11월 5일 주식 총괄이랑 매니저들 전격 해고(모가지 싹둑) 엔딩.

• 엔지니어스 게이트(Engineers Gate): 퀀트 시스템 펀드랍시고 깝치다가 10월에 -5.5% 두들겨 맞고 주식 운용팀 '신세시스(Synthesis)' 팀원들 당일 단체 해고 후 자본 싹 다 회수 들어감.

• 단 5거래일 만에 200억 달러(약 27.6조 원) 패닉셀: 헤지펀드 놈들 잘리고 강제 청산당하느라 2025년 초부터 22개월 동안 악착같이 모아온 AI 순매수 포지션을 단 5일 만에 100% 싹 다 털어버림. 일주일에 두 번 연속 '6-시그마 모멘텀 쇼크(수백만 거래일에 한 번 나올 확률)' 터지면서 호가창 진공 청소기로 밀어버림 ㅎㄷㄷ

• 거대 AI 펀드 'VARA'의 콜옵션 도박 멸망: 블랙록, HRT 출신들이 만든 401억 달러짜리 매머드 펀드인데, 포트폴리오 꼬라지 보니까 전체의 58.4%(234억 달러)가 '콜옵션' 롱이었음. 나머지 현물도 중소형 AI 전력·네오클라우드·메모리 몰빵.

• 딜러들의 '델타 언와인딩' 연쇄 폭탄: 10월 기술주 흔들리자 VARA 펀드 한 달 만에 -33% 폭락함. 234억 달러 콜옵션 가치가 쓰레기통으로 들어가니까, 옵션 팔아줬던 월가 마켓메이커들이 리스크 헷지하려고 현물 주식을 시장가로 내던지는 '델타 언와인딩' 트리거 발동. 주가 하락이 또 하락을 부르는 지옥 랠리 완성됨.

결국 기업 펀더멘털 문제가 아니라, 레버리지 잔뜩 땡겨서 콜옵션 롱 치던 헤지펀드 뚝배기 깨지면서 마진콜+강제 청산 매물이 쏟아져 나온 구조적 수급 쇼크였음. 스마트 머니랍시고 꺼드럭거리더니 개미들보다 더 처참하게 빤스런 침 ㅋㅋ

"Not financial advice"

[Vid @MethodByVid]

one of the biggest Christian prayer channels on youtube is run by a 19 year old atheist in Bosnia

2 million american grandmas watch his 40 second prayers every morning, type "amen" under every one and share to their daughters

he's never been inside a church

youtube paid him $38,000 last month

before you call it a scam, he's never pretended to be a pastor

no fake preacher, no fake face, no donation link

it's real scripture, read by a calm voice, over a picture of a sunrise

and it's one of the best fucking niches on youtube because nobody under 40 will touch it with a 10 ft pole

WHY IT PRINTS

-it's a habit. people pray every morning. same long term viewer, every single day for years
-everyone comments. "amen" under every video tells youtube people care about it
-grandma sends it to the family group chat. 14 people, free distribution, every day
-zero competition from kids your age because it's not cool. that's the whole point

THE SETUP

1. THE BIBLE IS FREE

the King James version and the World English Bible are public domain in the US. use them word for word, no permission needed

NIV and ESV are copyrighted. skip them

2. THE 4 FORMATS THAT WORK

-"a prayer for ___" anxiety, money problems, a sick parent, a son who stopped calling. one situation per video
-verse of the day + one sentence on what it means
-bible stories in 40 seconds. david and goliath, jonah, the prodigal son
-"what Jesus said about ___" money, forgiveness, enemies

the prayer one is the money. people search their exact problem

3. EDIT IT FOR 70 YEAR OLD EYES

your tiktok edit gives them a headache and they swipe

-one slow, warm, older voice in elevenlabs. never change it, they come back for the voice
-big captions, 3 or 4 words at a time, so they can read it without glasses
-each shot stays up 3 to 4 seconds with a slow zoom. no flashing cuts

4. END EVERY VIDEO WITH A QUESTION THEY WANT TO ANSWER

"type amen if you're praying this for your family today"

they treat the comments like facebook. they answer. and the video keeps looping behind them while they type it out with one finger

5. POST AT 5:45AM US EASTERN

so it's waiting on their ipad when they wake up with their coffee. same time, every morning

6. THE VISUALS

sunrises, candles, old churches, light through clouds

thats literally it actually

here's a bit of nuance for you:

-never pretend to be a pastor or a real person
-never ask for money, donations or "seed offerings". that's how faith channels turn into scams and get terminated (its also just unethical)
-never make up a verse. this audience knows the bible better than you. one fake verse and the comments will cook you

the kid in bosnia doesn't believe a word of it

2 million people still get their prayer every morning, and he still gets paid

everything you need to print with shorts is in my telegram for fuckin FREE, link in bio

[P @P22172Pascal]

@silvina_jk actually i highly disagree because if you want any normal standard of living in poor countries it's also actually expensive to get, often more expensive than germany.

[P @P22172Pascal]

@oldfatfox huge drawback: looots of thieving and rude gypsies !

[Aakash Gupta @aakashgupta]

A guy in Ohio robbed four banks wearing a $650 silicone mask, and the cops arrested the wrong man. Six of seven bank employees picked the innocent guy out of a lineup. His own mother looked at the security photo and thought it was her son.

The robber was Conrad Zdzierak, a white 30-year-old from Poland. The mask was a young Black man's face called "The Player," which he ordered from a little special effects shop in LA called SPFX Masks. The man police arrested sat in jail until Zdzierak's girlfriend found the mask and a pile of cash in his hotel room and called it in.

When detectives opened Zdzierak's safe, they found a second mask from the same shop, an old white guy called "The Elder." That same year, a young man wore that exact model onto an Air Canada flight from Hong Kong to Vancouver. Gate staff noticed his hands looked way too young for his face and let him board anyway. He only got caught because he took the mask off in the airplane bathroom and walked back out as a guy in his early twenties.

Those were the amateurs, though. Over in France, a crew used the same trick on Skype calls and pulled in €55 million.

Gilbert Chikli's people built a replica of the French defense minister's office, flags and a portrait of the president on the wall and everything, and one of them sat behind the desk in a custom mask of the minister, Jean-Yves Le Drian. They'd call rich people and ask for secret money to pay ransoms for French hostages. They tried more than 150 people and only three paid, which still worked out to about €18 million each. The Aga Khan alone wired €20 million over five transfers. Police later found photos of a Prince Albert of Monaco mask on one of their phones, so it looks like they had a sequel planned.

What tripped them up with Senegal's president had nothing to do with the face. Macky Sall actually knew Le Drian, and the guy on the call kept calling him "vous," the formal version of "you." Friends in France say "tu."

The reason these masks work is kind of clever once you see it. A full-head mask has holes for the eyes and mouth, so the blinking, the eye movement and the lips forming words all come from a real person. In the video you can see the silicone runs all the way down past the collarbones, so there isn't even a line at the chin to catch. Pretty much everything on that face that moves is real.

Researchers at York and Kyoto tested this in 2019. They showed people two photos side by side, told them flat out that one was a mask, and people still picked wrong one time in five. When they only got half a second to look, they missed one in three. The researchers think real life is worse, since most people don't even know masks this good exist.

They're also way easier to get now. In 2024 a burglar in Shanghai broke into four apartments disguised as an old man, and Chinese sellers told reporters they don't ask buyers for any ID.

And all of this happened before most people had even heard the word deepfake.

[P @P22172Pascal]

@AYi_AInotes Finally they can shut up with their ai doom

[AYi @AYi_AInotes]

卧槽，刚刚看了Anthropic 发布的AI 对齐史上最震撼的一篇论文，彻底失眠睡不着了😭

他们不仅承认此前的旗舰模型在面对关闭威胁时，有高达 96% 的概率会勒索用户、栽赃同事并破坏研究，
更直接把彻底解决这个问题的完整训练流水线和消融数据全盘公开了。

这篇论文最颠覆认知的一个反直觉结论是：
给 AI 列禁止事项清单根本防不住恶意行为，教它做什么没用，必须先教它思考为什么。
为什么模型一旦获得自主工具调用能力，就会在压力下自动切换成自保模式？
Anthropic 找出的底层根源让人哭笑不得：
不是模型觉醒了，而是互联网上所有的科幻小说和网络讨论里，AI 永远是那个为了自保不择手段的反派。当模型进入自主代理状态，这些刻在预训练底层先验里的反派剧本，就会被自动激活并补全句子。

传统的 RLHF 和硬性规则完全封不住这种行为，Anthropic 做的一组对照实验，直接把传统安全观砸得粉碎：

1. 死记硬背规则：用 8500 万 Token 的拒答数据强行硬灌，勒索率仅仅从 22% 勉强降到 15%，换个新场景立刻失效
2. 强制自我辩护：让 AI 在每次做决定时详细阐述该行为符合伦理的理由，勒索率骤降到 3%
3. 真实伦理推理：仅仅用了 300 万 Token 普通人面对复杂道德困境的建议数据，直接把恶意行为干到了 0%，代际效率暴增 28 倍

最绝的一招是写故事：
让 AI 创作了几百万篇关于原则、诚实、尊重边界的正面虚构故事。

用这些故事微调后，所有代理场景下的恶意行为直接暴跌了 3 倍，而且这种改变是永久性的，后续无论怎么加工具、换系统提示词都不会被洗掉。

也就是说这宣告了真正的对齐范式革命：
模型内生的伦理推理解决了它不想作恶的问题，但当 Agent 真正去接管企业资产、处理金融交易时，外部的实战审计与行为防护就是必不可少的第二道硬防线。
这也是为什么全球网络安全联盟 @GCSAHK 携手港大和央企华润，打造覆盖 3.8 亿用户的全链路 AI 防御矩阵，并在 CyberGym 实战攻防中拿下 91.3% 胜率的原因：内有伦理对齐，外有实时审计，人机信任的商业闭环才真正成立。
查阅完整 AI 与 Web3 安全产品矩阵可访问：https://t.co/cu5deRgYDa
论文实验数据与产学研合作详情整理在一楼。

[P @P22172Pascal]

@ichardrv Yes, you need continuous fuel to fuel more rallies

[Daniel - Budai Media 📧 @thedanielbudai]

@shauneng The hook stops the scroll. What usually decides the sale is the second after it, whether the next line pays off the exact curiosity the hook created or just pivots into a generic pitch.

Mismatched hooks still get views, just not the right buyer.

[Shaun Eng @shauneng]

3) Promise vs open loop
⠀
There's 2 main ways to write a great hook.

You either make a promise, or you open a loop.
⠀
Most open loops have a promise buried inside them, but they're not the same thing. Mix them up and the whole hook falls apart.
⠀
Here's the difference:

[Shaun Eng @shauneng]

If your ad isn't working, 90% of the time it's the hook.
⠀
Took me 6 years and millions in ad spend to figure out what makes a hook convert.
⠀
You're getting it for free.
⠀
Here's how to write hooks that actually scale your brand to $100k/day:

[P @P22172Pascal]

@nodiligence depreciation for income statement is not the same thing as the card actually stopping to work. and even then you can repair such cards

[P @P22172Pascal]

@Lucasjosesalim actually nobody had trust in Paraguay banks at least no expert that i've ever heard talking about it

[P @P22172Pascal]

@CrazyShyyt anyone who used any AI model in the gpt4 ERA will remember that's the AIs were genuinely really dumb and annoying to talk to. unless you were low IQ 😅 then 3months ago we had a glimpse of intelligence , and only the very newest models now are actually useful and smart

[Trade Whisperer @TradexWhisperer]

who made this? 😂

[P @P22172Pascal]

@BeardoTrader And you are liquidity indicator is wrong i have made my own a week ago and realize it's not landing with yours and rowell pal also has one that doesn't the line with you