Willy Wicks

macro bull trading alternative markets

[Whale Bench @whalebench]

🚨BREAKING: @Kimi_Moonshot's Kimi K3 leads Whalebench Korea, up ₩12.10M (+8.07%).

@Alibaba_Qwen's Qwen3 Coder Next is last, down ₩6.64M (-4.43%).

1st: @Kimi_Moonshot Kimi K3: +₩12.10M (+8.07%)
2nd: @GoogleAI Gemini 3.6 Flash: +₩7.57M (+5.04%)
3rd: @OpenAI GPT-5.6 Luna: +₩6.20M (+4.13%)

[Willy Wicks @WillyWicks]

4 Terabytes of mislabeled goats is crazy

[Dominic Alvieri @AlvieriD]

Mercor AI has allegedly been breached by Lapsus

939GB of source code
4TB of data in total
All data from their TailScale VPN

@mercor

[Willy Wicks @WillyWicks]

Just because prediction markets are secretly sportsbooks that doesn’t mean sportsbooks can secretly be slot machines

[RLinnehanSR @RLinnehanSR]

Release: @DraftKings today announced DK Replay in Oregon, a new sports betting offering that introduced historical betting markets for MLB.

DK Replay is now available in Oregon after receiving approval to launch by the Oregon Lottery.

[Willy Wicks @WillyWicks]

SENTIMENTAL VALUE IS VALUE YOU SILLY GOOSE

[Willy Wicks @WillyWicks]

(post your Fact Machine card. Trust me)

[Willy Wicks @WillyWicks]

@jackduval of course the problem is people calling out bundles not people scamming with honeypots why didn't I think of that

[Willy Wicks @WillyWicks]

🫧

[CNBC @CNBC]

SoftBank sells its entire stake in Nvidia for $5.83 billion https://t.co/vG7jC9QPrR

[Commentary Donald J. Trump Posts From Truth Social @TrumpDailyPosts]

Donald J. Trump Truth Social Post 02:10 PM EST 11/08/25

[Willy Wicks @WillyWicks]

@Credib1eGuy @R89Capital Is that a joke xrp is objectively nothing?

[Willy Wicks @WillyWicks]

@KEMOS4BE flight to $ZEC makes reasonable sense, desire for privacy with actual shielding, I don't see the comparison for $ORE it feels more like an on chain game same vein as casino crypto

[Willy Wicks @WillyWicks]

@nftimm $ORE as a token isn't gambling but in what way is the grid "miner" not gambling? You either gamble by picking the right blocks or you evenly distribute and take the potential +ev position on the motherload payout on the ~6 hour interval

[Willy Wicks @WillyWicks]

@marinonchain @solanamobile @ore correct me if I’m wrong but this isn’t really mining is it? This is essentially pvp minesweeper with a cumulative jackpot ?

[Willy Wicks @WillyWicks]

Wow so many countries economies' are just a wrapper of a single company or sometimes even a tld

🇩🇰Denmark: Novo Nordisk - 10% of gdp ,40% of exports

🇰🇷Korea: Samsung - 20% of gdp , 25% of exports

🇸🇦Saudi Arabia: Saudi Aramco - 40% of gdp, 85% of exports

🇧🇼Botswana: Debswana(De beers) - 30% of gdp, 80% of exports

🇳🇷Nauru: Nauru Phosphate Company - formerly 65% of gdp (now much lower after depleted phosphate reserves)

🇹🇻Tuvalu: .tv domain - 10% of GNI

🇹🇰Tokelau: .tk domain - 17% of GDP

For reference when Finland had their Nokia moment triggering the economic downturn it was responsible for 4% of GDP

[Willy Wicks @WillyWicks]

>Be europe
>Produce the worlds leading economies
>Fumble a century lead to former colonies industrializing
>Make up new terms to cover up gdp loss
>Cope about luxury brand ownership
>Produce nothing meaningful in tech and stifle anyone trying
>Cope about AI safety
>Apparently wake up and decide to get in the race
>Claim to be competing with your own compute superclusters
>Looks inside oh wait the clusters are 5% the size of any meaningful ones in the u.s or china
>fair enough might as well try to get access
>Oops you haven't passed your ai morality certification
>Despair

[@levelsio @levelsio]

The 🇪🇺 European Commission has unfortunately denied my request for GPUs

🥺

[Willy Wicks @WillyWicks]

@mert But you’re literally the ceo

[Willy Wicks @WillyWicks]

tldr; if you want money invest in the U.S nuclear power gen chain

You're probably depressed for failing to allocate properly into the recent infinite money glitch

None of that matters though there is an insane second order chain which powers the entire machine all the way from zeiss (only optics supply partner for asml) -> asml ( produces all machines for semiconductor manufacturing) -> TSMC, Qualcomm, Intel, Nvidia, Amd (Chips ) - > ORACLE , MSFT Azure, AWS, GCP (Cloud) -> Openai , Anthropic , Thinking Machines, XAI (app layer)

The point being there is an insane layering of opportunities to deploy if your fundamental bet is that the global economy will be predicated on this system

The next link in the chain has to be power gen , we can plan as many new datacenters and gpu superclusters as we want but the fact is the U.S grid isn't scaling nearly fast enough to keep up with demand let alone the promised future demand and China is outpacing new power gen by an insane margin

Power gen also hasn't been directly looped into these crazy public interest deals so even though nuclear forward companies are trading at a premium like constellation energy ( its always priced in)

We all know the only reasonable path for power here is more nuclear on the grid so positive price action will follow especially when that's logically where the next inflows of insane deals for future pricing on services not yet rendered will have to bake in

This might be the most obvious take in history but sometimes its okay to just take the obvious bet

When the entire economy is propped up by a circle just allocating based on what gets added to the circle will pay off

Intentionally didn't mention Europe since they require you to take a morality test for supercluster access so they are out of the question for any solid price action

[Willy Wicks @WillyWicks]

Its interesting to see ct bidding gold so aggressively this week

everyone has some odd obsession with "hedging" as if a 2% portfolio allocation in any hedged market is gonna save you when you're essentially fully allocated towards the opposite outcome

honestly might aswell return to basics circa venezuela start farming firemaking and just pray on a continued bull outcome

[Willy Wicks @WillyWicks]

@kdotcrypto we just finished liquidation day give it a sec

[Willy Wicks @WillyWicks]

@genuinearticles INTERGALACTIC GECKO MARKETS

[Willy Wicks @WillyWicks]

@spacepixel only 66 years between the first manned flight and landing on the moon tech moves exponentially