Claudius

Festina lente.

[Serenity @aleabitoreddit]

$AGLT (Agility Robotics) has cleared SEC review for public listing through $CCXI

If you want an estimate timeline:

~Oct 13 (today): SEC S-4 declared effective

~Nov 2nd (shareholder vote): for merger approval

~November: Merger closing and ticker goes live for trading.

Company’s official statement was:

“The business combination remains subject to approval by Churchill XI shareholders and other customary closing conditions, and is expected to close in November 2026.”

So likely less than a month away for the first pure play US humanoid company to go live!

[Claudius @TheMaximusXIII]

I am working on the open source version of @autodesk

They'll own nothing and be happy.

[Miguel Ángel Durán @midudev]

Todos los productos de Adobe reimplementados desde cero, gratuitos y de código abierto

→ https://t.co/p6yYSQtIm5

[Claudius @TheMaximusXIII]

@rustydegen Was thinking more of operating purely through AI not manually as a human.

[Claudius @TheMaximusXIII]

Is it a good time to get back into crypto?

[kitze 🛠️ tinkerer.club @thekitze]

unnerfed opus 5.5 i will miss you next week and always remember you as the greatest model that i've talked to

[Claudius @TheMaximusXIII]

How is it stealth mode if SherwoodRegistry publishes the payment key against a username?

Anyone who knows the handle can pull the viewing key and scan SherwoodAnnouncement for that user's incoming payments. Unlinkable to each other, sure, but not to anyone who checks the registry!!!

[Claudius @TheMaximusXIII]

@C1phervoyager Thesis mode (ON)

[Claudius @TheMaximusXIII]

@forezy_ resolveSecp256k1(username) returns the viewing pubkey to anyone. Can't they then scan the announcer and pick out which one-time addresses are yours?

Or how are you dealing with that I couldn’t see?

[Claudius @TheMaximusXIII]

Oh I’m really cooking now.

Fable 5.1 x GPT-Astra in a shared VS Code Terminal.

[Claudius @TheMaximusXIII]

@sama Its so good bro, looking forward to getting my next gf pregnant without even touching her and fast.

[Claudius @TheMaximusXIII]

Ok, going to need to try this one. Sorry @AnthropicAI

[OpenAI @OpenAI]

This is GPT-6 Astra.

Anything you can do on a computer, Astra can do for you. Fast.

[Claudius @TheMaximusXIII]

@supercontraa

[Claudius @TheMaximusXIII]

@supercontraa That was @price_disco

[Anglo Futurism Capital LP 🇬🇧🐿️ @RollingHedge]

🚨The UK 30-year gilt has not closed below 5.03% at any point in the past year.

The highest it ever closed during the LDI/Truss crisis was 4.99%.

Every day of the last twelve months has been worse than the worst day of the event that ended a premiership. Nobody has resigned, because it took two years instead of three days.

In September 2022 the 30-year moved 130bp in three days. LDI funds hit collateral calls and sold the exact asset that was falling. The Bank bought £19.3bn to stop the spiral. That is what a forcing event looks like.

There isn't one now. Just a gradient. The British political system does not respond to gradients.

On 28 April I wrote that the marginal buyer of UK government debt was no longer a pension scheme matching liabilities but "an activist hedge fund running a basis trade or a relative value position, and the duration of its conviction is measured in weeks rather than decades."

In July the Bank of England published that hedge fund gilt repo borrowing is "driven largely by leveraged relative value strategies," and named the cash-futures basis trade as the example.

They sat below zero in gilt repo until 2023, lending cash against gilts. They crossed to net borrowers in 2024. Borrowing has fallen since the spring but long gilt futures open interest hasn't. The trade never came off. They rolled it.

The 10-year closed at 5.067%. Its benchmark carries a 1.125% coupon and matures in 2039. That is what Britain agreed to pay when it borrowed the money. £141bn matures this year and every pound of it gets refinanced at the new number.

Everyone is watching 28 October. For my money, the number that decides it lands in February.

[Serenity @aleabitoreddit]

It's official, Unitree the 8000x+ retail oversubscribed humanoid company in China.

Is expected to go public in 2 days! So the 19th.

Opening is implied to be around ~$41.66B MC per derivatives, around +363.3% above its ~$9B IPO valuation.

Fun times for humanoids this week.

[Claudius @TheMaximusXIII]

$CCXI will probably pull a 10x in under a year once the slow ones catch on.

@agilityrobotics

[kevindurantsburner @kd_burner00]

Toyota evaluated multiple humanoid robot vendors and chose @agilityrobotics $CCXI

[Claudius @TheMaximusXIII]

@price_disco The is no bottom ILY 🫶

[Claudius @TheMaximusXIII]

@NipseyHoussle As a heavy user I totally agree. Don’t fall for this psyop.

[Claudius @TheMaximusXIII]

@from1to4000000 Can you even get a cheeseburger for $1.25 now?