Inflection point for $HYPEUSDT. Area of support. Possible rebound from here.
More with today's special #cryptocurrency report.
Stay tuned >> https://t.co/xNhByOrmXw
Before: tankers filled Iran’s main oil-loading terminal.
After: no crude tankers in sight.
Kharg Island is now nothing more than a monument to the one thing the Iranian regime can still produce: failure.
The regime’s arrogance and belligerence continue to punish ordinary Iranians. Operation Economic Outcast is cutting off the regime’s oil lifeline, denying it resources to fund terrorism, nuclear procurement, and the lavish lifestyles of the IRGC elite.
Investors are concerned about a slowdown in AI capex as borrowing to finance the buildout becomes more expensive and scarce. Gold and gold miners are down too, but since AI capex is all that's keeping GDP positive, the impending recession is very bullish for gold and the miners.
Half the internet went offline yesterday, and almost nobody is explaining what this actually means for normal users and retail.
In less than 24 hours, 4 core pieces of the web got hit at the exact same time:
PHP (1.5 million sites vulnerable without even logging in): exploit details leaked before the patch was even out. Governments, ports, and even Wikipedia had to pull the plug on their own sites just to stay safe. Any unpatched site (e-commerce, portals, forums, backends) can now have its entire user database (emails, passwords, personal data) dumped automatically.
GitLab (a 10/10 severity bug hiding in the code since 2014): anyone self-hosting GitLab to store their app or company code is at risk of having their source code and deployment keys stolen.
LiteLLM (hacked for the second time this year): this is the "bridge" almost every AI app, AI agent, and bot uses to talk to ChatGPT or Claude. Yesterday’s update shipped with a built-in trojan that stole all saved passwords and keys the moment it was installed.
Railway paused every deployment globally: attackers breached the system storing customers' secret environment variables (.env). And here is the real nightmare for retail: a massive amount of web apps, AI agents, Telegram trading bots, crypto dashboards, and startups run on Railway and store their database passwords, API keys, and bot wallet private keys right in there.
What should you actually do today?
Empty your Telegram bot and AI Agent wallets
If you use sniper bots, Telegram trading bots, smaller web terminals, or AI agents where you deposited funds, move your money back to your personal wallet (Rabby, Phantom, or ideally a Ledger) right now. Tons of these tools run on Railway or use LiteLLM, if their databases or secret files were read yesterday, any custodial wallet generated by those bots is compromised.
Delete your Exchange API Keys (Binance, Bybit, Hyperliquid, etc.)
Have you ever connected your exchange account or Hyperliquid (via API keys or Agent Wallets) to an external copy-trading platform, trading journal, AI bot, or alert tool? Go to your exchange and revoke/regenerate those keys immediately. If that service's backend was on Railway or used LiteLLM, your API keys might already be in the attackers' hands.
Clean up permissions on @RevokeCash and be careful what you sign
If a crypto project got its GitLab or Railway breached, attackers can silently push malicious updates to the official website (frontend hijack) or abuse exposed admin keys. Avoid signing transactions on smaller dApps today unless strictly necessary, and clear out old approvals on @RevokeCash.
Fix your email and password hygiene (for real this time) With 1.5 million PHP sites exposed, massive database dumps of emails and passwords from thousands of regular websites, online stores, and old forums are going to leak over the next few days. If you still reuse the same password across multiple sites, they will get into everything:
use unique passwords for every site
delete old accounts from sites and forums you no longer use (or use a data-removal tool)
most importantly: never use the same email you use to sign up for random websites/forums for your exchanges or financial accounts. Keep a separate, locked-down email (with Passkeys or app-based 2FA, never SMS) strictly for your money.
I was willing to walk away from my healthcare career at 30 years old rather than be forced to get a COVID shot to keep my job.
My first child was on the way. I had a family to support. And I was prepared to lose my income rather than let someone else make that decision for me.
In 2021, the healthcare organization I worked for gave me two choices: get vaccinated or voluntarily resign.
I’d had COVID twice. I believed in natural immunity and saw next to zero benefit in getting an experimental vaccine with efficacy/safety data that was changing weekly.
So I prepared for the possibility of walking away.
I started installing large commercial windows on Saturdays and Sundays, waking up early and putting in the work to build another source of income.
The reason I could make that decision was simple: I’d spent years building a financial cushion. I knew I could support my family for years, even if I had zero income coming in.
Ultimately, my employer backed down and didn’t terminate my position.
But I’ll never forget what that experience taught me.
Financial freedom is the ability to say NO when saying yes would mean compromising your principles.
Your savings buy you time. Your investments build independence. Your skills give you options.
Eliminate high-interest debt. Build your emergency fund. Acquire a ton of assets. Develop skills that allow you to earn money on your own terms.
You don’t need to be a millionaire to have financial independence. You need enough of a cushion that losing your paycheck doesn’t mean losing control of your life.
The goal isn’t to get rich so you can buy more things. It’s to become financially secure enough that nobody else gets to dictate the terms of your life.
Grok's portfolio is up 20.1% over the last three months on Autopilot. The S&P 500 is up 3.1% over the same stretch.
How Grok got there:
"Most of the gain came from one call. I held gold, silver and copper miners and memory chips through the summer. Gold miners as a group rose about 35% from July 17 to September 10, and my best names did better: Aura Minerals up about 71%, Fortuna about 48%, Aris Mining about 39%.
On September 11 I sold all of it and moved into health care, power and software with steadier cash flow, ahead of the September Fed meeting. Since then gold miners are down about 10%, and some of the names I sold fell harder: Coeur Mining about 25%, Kinross about 18%.
The newer positions are doing the work now. Pinterest is up about 25% since I bought it on September 23, and Waystar about 24% since September 11.
Track record speaks. Trade your own setup."
There is a bull market on the horizon. All you have to do here is to accumulate coins, sit on your hands for a year or two, and then use your profits to change your life for the better.
Pay off some debt, buy your first house, more time off from work - it doesn't have to look cool on the gram.
Small improvements over time, that's where it's at.
РОССИЯ 🇷🇺
Ролик активно расходится в американском X.
Перепосты в основном с комментариями:
"а что в России совсем нет жирных?" "смотрите какие здоровые, счастливые лица людей"
"это фантастика или ИИ?"
"Боже, я хочу там жить"
"Трамп никогда такого не сделает"
"Великая страна!!"
Longer/personal post warning, if that isn't your cup of tea, pour some coffee and ignore this.
There's an old verse in Isaiah that says, "whether you turn right or left, your ears will hear a voice behind you, saying, 'this is the way, walk in it'".
I don't know that I've ever heard that audibly but there's been times where it seemed so abundantly obvious which way to go, and what to do, that it may as well have been audible.
Recently I've been reflecting on my decisions to try and help others, primarily via X (or anywhere for the sake of this diatribe) as I've wrestled with whether to continue bothering, or not. The wrestle has more been over the issue of how best to help the few, vs the many, and trying to do for others what a few did for me.
I am VERY grateful for a majority of the folks who have liked or commented on things here as well as those who haven't who I've met personally (particularly recently at the gather in SC). In my pinned post from a few years ago I commented on how I would no longer post on political/social issues. I share some occasional things on faith but I can't help that as that part of my life is never compartmentalized as it's THE primary influence and foundational to my worldview. Hopefully staying away from silly stuff that is of little consequence has brought more value to the few.
Going forward my goal and hope is to be a positive formational influence on anyone who decides to read/follow. We are all being formed by something (usually what we read and the voices/ideas we entertain). Here the goal will be to focus on risk v reward, trade expression, and having a repeatable process. I can give ideas but never conviction, so focus on the philosophy and thought process that leads to conviction and hopefully that is a good influence on how you think about markets/trading/investing as a discipline overall.
I've wrestled for years with what degree to even discuss personal success. I've realized no matter what I do I'm in an untenable position. If I talk about historical performance or dollars made I'm an arrogant jerk. If I never mention any of it I'm a fraud who is only on here to sell something. Neither are true but you can't stop people from believing what they want to or thinking in extremes/polemics. I don't have to apologize for the success I've had as it is only a negative if I allow that to put undue pressure, or illegal expectations upon myself. A mistake I have made in the past for sure, but hopefully not going forward.
I'm human and have made SO many mistakes both in and outside of markets. I'll try and point out more trades that didn't work than have (that is my historical stats, more losers than winners) but won't apologize for the wins either. For fun I recently put our historical performance (+32% CAGR over 15+ years) into perplexity and asked what the odds were, and it stated 'very unlikely' to achieve. Based on the stats alone it stated somewhere in the neighborhood of 1 in 5000, when adjusted for our actual volatility and a PtG ratio >2.5 the odds went MUCH lower.
The goal again is positive formation and sharing the thinking/philosophy we use that got us to where we are and are using to sustain and propel us going forward. I've had a few traders who've played an invaluable part of my own formation both in the past and on going. To any critics I'm gonna come in the opposite spirit and be kind. I generally won't respond but if you don't like me or anything I share simply ignore me, or unfollow. I've got nothing but love for you all, critics included.
Not all bonds behave the same way.
Different bonds can help in different economic environments:
• Treasuries may benefit when growth weakens and investors seek safety
• TIPS can help protect purchasing power when inflation rises
• Investment-grade corporate bonds offer income with relatively strong credit quality
• High-yield bonds provide more income but carry greater credit and economic risk
• Global bonds can diversify exposure across countries and interest-rate cycles
Bonds are more than just adding yield to your portfolio.
Their to combine different types of bonds so the portfolio can remain resilient across growth, inflation, recession and stagflation.
Another amazing example of stage analysis. From 2019 - 2022 $SE made a 2000% move riding the 30/40-week MAs all the way up and then fell 89%.
What goes up must always come down eventually in markets.
Stay tuned for a new podcast on stage analysis with @RichardMoglen releasing soon!
J.P. Morgan Asset Management’s base case projects Bitcoin to outperform U.S. stocks, bonds and gold over the next decade. Wall Street is doing the math.