Aditya Dhingra

[UxG @UxGsol]

This guy literally hacked Polymarket with a hair dryer 💀

Happened in Paris.

On Polymarket, temperature bets were settled using a single sensor near Charles de Gaulle Airport.

He figured out the exact location, showed up in person, and placed a bet on an “impossible” outcome 22°C when the market expected 18°C.

Then he pulled out a hair dryer and heated the sensor.

The artificial spike got recorded as the daily high → market settled → he cashed out.

Did it twice.

Walked away with ~$34K.

While everyone’s arguing over indicators and alpha, this guy is out here doing IRL market manipulation.

[Commo Freedom @CommoFreedom]

A Chinese steel mill quietly cut its iron ore inventory from 40 days to 10 days overnight.

Nobody reported on it.

Nobody outside the industry noticed.

Commodity traders just inherited a $300 billion storage business for free.

Here's what actually happened:

Steel mills used to hold their own buffer stock.

Credit dried up after 2008.

Inventory shrank.

The mills went just-in-time.

Who fills the gap between supply and demand now?

Traders.

They hold the ore.

They blend it to spec.

They deliver on demand.

The mills outsourced their entire supply chain security to private trading firms.

And most people still think commodity trading is just speculation.

It is not speculation.

It is the infrastructure that keeps global industry running.

[Mr. VIX @yieldsearcher]

Yes, pls do go on telling me the mkt is efficient.

[Aditya Dhingra @Short_Theory]

@ekwufinance What part of this isn't priced in?

[Mr. VIX @yieldsearcher]

If you are shorting long bonds with oil puking like this, you are implicitly betting on real rate selloff (financial conditions tightening), in which case it is better to short equities.

[Aditya Dhingra @Short_Theory]

@JanGold_ So is money

[The General @1776General_]

Great clip on the Federal Reserve.

Show this to everyone you know.

[Andy Constan @dampedspring]

24 hours later the financial markets see the need for much more cutting as soon as possible

[Barchart @Barchart]

JUST IN 🚨: Japan's 40-year bond yield just jumped to 3.47%, its highest level in 2 decades 👀

[Aditya Dhingra @Short_Theory]

@elham_saeidi Mate can share a scanned pdf please? Would be mega

[Michael Sullivan @SullyMichaelvan]

I've already watched this clip 12 times.

And I assure you I'm not the only one. A ton of money managers, tradfi, and older generations deeply respect this guy.

Ray Dalio was right, there's a change in world order.

But it ain't China, it's Bitcoin.

[no.mind @the_no_mind]

This is Thomas Seyfried.

He’s a professor of biology, who’s studied cancer for 30+ years.

His message? Cancer isn’t bad genes or bad luck—it’s damaged mitochondria.

This flips everything you’ve been told about how to treat & prevent cancer: 🧵

[Aditya Dhingra @Short_Theory]

@nntaleb I will

[Nassim Nicholas Taleb @nntaleb]

Let me be blunt. Those who are afraid of AI feel deep down that they are impostors & have no edge. If you have a 1) clear mind, 2) a deep, not just cosmetic, undertanding of your specialty, 3) and/or are original enough to reinvent yourself when needed, AI will be your friend.

[Aditya Dhingra @Short_Theory]

@Sochtee_hai Nice red flag

[Aditya Dhingra @Short_Theory]

@WalterDeemer Not so true about the BoE hahaha

[Death, taxes and AI stealing ur job @mohan_pee]

It takes just 1 tax filing to transform from a tax-the-rich liberal to a fiscal conservative in love with small government and low taxes

[Willie Delwiche, CMT, CFA @WillieDelwiche]

Russia is an EM that demands it be treated as a DM. China is a DM that insists on be treated as an EM.

[Aditya Dhingra @Short_Theory]

@deanboultwood @_ChrisWM_ @karunchandhok All Brits

[Investing.com @Investingcom]

*S&P 500 FUTURES EXTEND GAINS AFTER POWELL NAMED FED CHAIR