TheMacroFund

[Hameadoo🥷🏿☪️ @Hameadoo44]

Fact.

Listen 👂

[VBL’s Ghost @Sorenthek]

CLIP: Gold Must Hold $4328

[Kirill @kirillk_web3]

Claude MT5 trading bot — Full Guide

Someone built the entire thing with Fable 5 — zero code, all on camera.

20 minutes. plain English in, working MQL5 out.

Nothing complicated.

Bookmark this so you don't lose it.

[cvxv666 @antpalkin]

Ken Griffin built Citadel into $67B fund and hires PhDs out of Stanford and MIT. He watched agentic AI do their month work in an afternoon and admitted it sent him home depressed.

The interesting bit is what he was describing. A six-part research loop.

Find, code, test, deploy, autopsy, learn.

Five of those six are done. Free. Available tonight.

Prompt to backtested strategy in 12 seconds. Prompt to live broker in 90.

The Greenwich quant doing that same work costs $650,000 a year and clears one hypothesis a month.

The sixth exists nowhere. Not at Citadel, not at Man Group, not in any repo.

It's the part where the machine remembers what already failed.

Every losing test dies in a log file. The next agent starts blind. Negative results are the most valuable data in quant research and literally nobody stores them.

This loop broken down in my article below. Read it before someone builds the last one and stops explaining how.

[lynk @lynk0x]

“Do so much work, it would be unreasonable for you to fail.”

-Chris Williamson

[Bully @cryptobullying]

Most of your problems could be solved by making more money

[Goshawk Trades @GoshawkTrades]

a 24-year-old ex-openai researcher ran a fund to $45 billion with eight people, was up 439% net through june, and by the end of july had sold his entire public stock portfolio to ken griffin in a single block trade.

griffin described this exact failure mode two years ago, asked why portfolio managers wash out at citadel:

"you have a portfolio that is extraordinarily highly concentrated, you have large positions, you cannot demonstrate a clear and concise competitive advantage in why you own those positions."

"and there are some people that just, with full information, are unable to help themselves and get to a better portfolio construction."

he was also asked the opposite question in the same interview, why citadel keeps working, his third and final answer was this:

"it's experience. it's the price paid in losses and pain that converts into wisdom. my leadership team, we've been through a lot of very difficult moments of the markets together. we've learned some very bitter lessons. but it makes us much more effective as investors in periods of turmoil and crisis."

citadel started in november 1990. situational awareness started in 2024, long AI infrastructure and short software at roughly 4x leverage. both legs went against it in the same three weeks.

there was no bitter lesson priced into that book yet.

that's what got bought.

he wasn't wrong about AI. he was wrong about the construction of his book.

[VBL’s Ghost @Sorenthek]

Welcome to 1977 incipient inflation with a side order of 1973 oil embargo…
You ain’t seen nothing yet.

[Essential Mastery @EssentialMastry]

“Study microeconomics, game theory, psychology, persuasion, mathematics, and computers.”

- @naval

[Chidanand Tripathi @thetripathi58]

Cancel movie night today! Watch these 4 videos instead.

[Johan @liebert_2026]

“Whatever happens, happens.
Stop obsessing over things you can’t control.”

[The Long Investor @TheLongInvest]

Stay safe

[Quant Science @quantscience_]

Automate your trading strategies in Python

How to build your first trading bot:

(a thread)

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin officially reclaims $65,000, erasing 80% of its losses since the US and Israel began strikes on Iran.

[Alibaba Cloud @alibaba_cloud]

Ever wondered what it's like to have a high-fidelity digital twin that remains perfectly consistent?

Wan 2.6 "Starring" is here to show you how it's done.

Jump into the Wan App, collaborate with Rowan and Ewan, and see if you can handle the realism.

Your next role is waiting.

[Globe Eye News @GlobeEyeNews]

BREAKING:

Dubai, right now.

[GE @GuarEmperor]

Situation is being monitored

https://worldmonitor(dot)app/
https://www.conflictly(dot)app/
https://www.pizzint(dot)watch/
https://globe.adsbexchange(dot)com/
https://www.flightradar24(dot)com/

If u need this tools

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Tokenized gold prices surge to a high of $5,494/oz as the US and Israel strike Iran and Iran retaliates.

Traditional gold markets remain closed for 34 more hours.

[Tanay Mehta @serious_mehta]

Situation is being monitored

[VEO @vrexec]

You hear so little about Madeira. It’s the Hawaii of Europe.