ParaDox

Don’t beg for fucking scraps.

[@jason @Jason]

I've been shouting about this for over a year….

The Frontier models need to win the application layer and they're going to do that by giving free tokens to startups and discounted ones to large companies in order to steal their IP, innovations, and businesses

The only way to fight this is to use open source software

[ParaDox @ParaDox_Cap]

Surely nothing can go wrong correct?

[GURGAVIN @gurgavin]

RANDOM EVERYDAY PEOPLE ARE NOW TRYING TO GET LAST MOMENT BANK LOANS TO BUY THE SPACX IPO

😭😭😭😭😭

[JustDario @DarioCpx]

Fun fact ⚠️: Every time the spread between 30-year JGBs and 30-year US Treasuries started to shrink sharply, the World experienced a major financial crisis

- 2008: GFC
- 2012: European Debt
- 2020: Covid

What's very worrying today is that it is shrinking while yields rise 👀

[Mario Nawfal @MarioNawfal]

🇨🇳 Even in 2011, Lei Jun was handing out flyers in the streets for Xiaomi’s first phone while people ignored him like a complete nobody.

By 2026, he was sitting at a state dinner with Trump and Xi, taking selfies with Elon.

[Shanaka Anslem Perera ⚡ @shanaka86]

Every country in Asia is running the same clock right now.

They just have very different numbers.

Japan: 254 days. The most prepared nation on earth. Built those reserves after being embargoed in 1973, a humiliation so severe they spent the next 50 years ensuring it could never happen again. Refiners are asking to open them. The government said not yet.

China: approximately 10 days before domestic operations face real constraints. Already halted diesel exports to protect what it has.

India: Gas cuts to industry of 10 to 30% already implemented. Not projected. Implemented. Today.

South Korea: 1.6 million barrels per day through Hormuz. That pipeline is now air.

Japan has three weeks of LNG inventories.

Pakistan: no strategic reserve.
Bangladesh: no strategic reserve.
No buffer. No option. No plan B.

This is the thing the aggregate numbers obscure. When analysts say Asia faces disruption, they are averaging 254 days of Japanese preparedness with zero days of Pakistani preparedness and calling it a regional crisis of moderate concern.

That is not one crisis. That is twelve different crises at twelve different velocities hitting simultaneously.

The countries with reserves will deploy them in sequence, each release sending a price signal that accelerates the clock for the countries beneath them on the buffer ladder. Japan releases. Prices drop temporarily. Then the release ends. Prices resume. South Korea releases. Same pattern. Then India. Then nobody is left with a buffer and the war is still running.

That is the cascade mechanism. And it has a name in energy economics.

It is called strategic reserve depletion under sustained supply shock. The last time it happened at this scale was 1973. That ended with the global recession of 1974 and a complete restructuring of Western energy policy.

Japan built 254 days of reserves because of what happened in 1973.

On day seven of this war, they are already being asked to open them.

The number that should terrify every energy desk in the world is not 254.

It is seven.

https://t.co/ULBgEzZ3A8

[ParaDox @ParaDox_Cap]

@hamptonism Where do I start?

[ParaDox @ParaDox_Cap]

@stats_feed Bro the fact that Russel is making more than Norris is laughable 😂😂😂

[ParaDox @ParaDox_Cap]

@stats_feed Cool now do the cost of each project.

[ParaDox @ParaDox_Cap]

@WeekendInvestng 😂😂😂

[ParaDox @ParaDox_Cap]

@Barchart Ok boomer

[ParaDox @ParaDox_Cap]

@Currentreport1 Bro WTF abot NATO??

[ParaDox @ParaDox_Cap]

@NXT4EU Funny how the US has made enemies out of its allies. EU is against the US and most of Asia is against the US.

So if all goes acording to plan we’re going to get nuked!!

[ParaDox @ParaDox_Cap]

@F_Compounders Link?

[ParaDox @ParaDox_Cap]

@hamptonism Bro how tf do you model derivative? Plz write a piece on it would love to learn.

[Jay Yang @Jayyanginspires]

You can just do things

[ParaDox @ParaDox_Cap]

I love Formula 1 but fuckkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk

[ParaDox @ParaDox_Cap]

Its not only Claude,

[ParaDox @ParaDox_Cap]

Fuck Microsoft and all of their new updates. They have wrecked their entire ecosystem FFS!

[ParaDox @ParaDox_Cap]

@ESPNF1 Turn 1 baby!