Cogency Capital

A prop trading fund

[Nick Khami @skeptrune]

@AnthropicAI "fable 5 will be available again globally tomorrow."

"some routine tasks like coding and debugging will fall back to Opus 4.8."

[zerohedge @zerohedge]

“At some point you reach a point of no return where re-opening of Strait is too late to avoid shifting inflation/interest rate expectations. That is now probably a matter of weeks away. This realization could provide the pretext for stocks to retest lows.” - Connor Broadley

[Mike Bird @Birdyword]

This has got to be the craziest chart in the world right now (via @bcaresearch)

[Cogency Capital @CogencyCapital]

Hormuz closure creates dollar shortage abroad → forced selling of US Treasuries → yield spike → US fiscal crisis.

[Hubert Thieblot @hthieblot]

Never quit as a founder. I’m begging you.

It’s 0 for longer than you’ll ever expect. No momentum. Soul-crushing doubts. Nobody seems to care. Even when it looks like it’s working, it’s not. You keep trying new things. You don’t lose hope.

Then it snaps to 100. You finally find the one thing that resonates. You wake up with more customers than you can handle. Everything is breaking. Momentum keeps building even when you’re not pushing. Something changed.

You didn’t get lucky, you just didn’t leave.

[International Cyber Digest @IntCyberDigest]

🚨🇪🇺 The European Commission is about to steal your search history in one of the largest forced data grabs in the history of the open internet, and almost nobody is talking about it.

The scope is staggering:
🔴 Every query you type
🔴 Every voice and photo search
🔴 Every autocomplete you accept
🔴 Your language, your device
🔴 Your country pinned to a ~3km² grid
🔴 Every result you saw, every link you hovered
🔴 Every click and scroll
🔴 The full chronological order of your search sessions

Meaning the European Union now knows your:
🔴 Health symptoms
🔴 Pregnancy
🔴 Sexual orientation
🔴 Political views
🔴 Religious beliefs
🔴 Financial distress
🔴 Legal trouble
🔴 Addictions
🔴 Affairs

Under the proposed measures for DMA Article 6(11), Google would be ordered to ship the daily search behaviour of hundreds of millions of Europeans to multiple third parties through a daily API feed. Any approved "online search engine," AI chatbots included, would get five years of access.

The things people only ever type when they think no one is watching. All of it now scheduled to flow daily into an open-ended list of third parties scattered across the European Union.

Brussels promises "anonymisation." The reality is a thin technical veneer that has been broken in academic literature again and again for over a decade. Search behaviour is a fingerprint. Stripping a name does not change that.

Mass data leaks become inevitable. Every new beneficiary is a new attack surface, and every annual audit is a year of silent exposure between checks. The 2025 Discord vendor breach already showed how fast 70,000 government IDs can leak through a single weak link. Now imagine that link holding Europe's search history.

Surveillance without consent becomes the default. Hundreds of millions of EU citizens never agreed to have their queries packaged and shipped to companies they have never heard of. The legal fiction of "anonymisation" cannot manufacture consent that was never given.

Behavioural search data is a goldmine for phishing, blackmail, social engineering, and corporate espionage.

Foreign intelligence services get a back door without effort. They do not need to breach Google. They only need to compromise the weakest name on the beneficiary list. One insolvent startup. One compromised contractor. One approved entity quietly acquired by a hostile state.

In the name of "competition," the EU is about to manufacture a permanent, distributed, daily-refreshed copy of Europe's collective search history. A surveillance dataset Brussels itself would never approve if any other government tried to build it.

The public consultation closes Friday, May 1, 2026 at 23:59 CEST. The final binding decision lands July 27, 2026.

After that, the door does not close again.

Tag your MEPs! File a response! Make noise!

[HFI Research @HFI_Research]

(WCTW) The Oil Market Breaking Point Is Here

We made it public.

https://t.co/CsKgvLaSCA

[Saoud Rizwan @sdrzn]

deepseek v4 is now the cheapest sota model available at 1/20th the cost of opus 4.7.

for perspective, if uber used deepseek instead of claude their 2026 ai budget would have lasted 7 years instead of only 4 months.

[Superposition - (🖤,🤍) @Superpositionso]

state of crypto 2026

[All day Astronomy @forallcurious]

UNUSUAL🚨: Scientists discover that silence regenerates the brain─ being in complete silence for at least 2 hours a day can stimulate the creation of new brain cells, especially in regions linked to memory and learning.

[Athenaeum Book Club @athenaeumbc]

"Human beings are born with different capacities. If they are free, they are not equal. And if they are equal, they are not free."

— Aleksandr Solzhenitsyn

[Sama Hoole @SamaHoole]

The sun was free. They sold you SPF 50 and a vitamin D deficiency.

Sleep was free. They sold you an app, a pill, and a wearable that tells you your sleep was bad.

Walking was free. They sold you a treadmill, a fitness tracker, and a £180 pair of trainers.

Fasting was free. They sold you meal replacement shakes and the anxiety that skipping breakfast would wreck your metabolism.

Cold water was free. They sold you a £3,000 plunge barrel and a podcast episode about it.

Silence was free. They sold you a meditation app with a premium tier.

Animal fat was cheap. They sold you seed oils, then supplements to replace what the animal fat contained.

Tallow was cheap. They sold you a seventeen-step skincare routine and a clinical trial proving your face needs ceramides.

Meat was cheap. They are currently selling you the idea that you shouldn't eat it.

The 20th century removed access to everything the body needs to function.

The 21st century is selling it back, one subscription at a time.

Your great-grandmother had none of the products.

She had all of the things.

[Elon Musk @elonmusk]

@pmarca Working will be optional in the future

[Kenneth Dredd @KennethDredd]

Stable market genius

[Benonwine @benonwine]

Most popular names of children born in European cities

🇵🇱 Warsaw - Nikodem
🇬🇧 London - Mohammed
🇬🇧 Manchester - Mohammed
🇩🇪 Berlin - Mohammed
🇧🇪 Brussels - Mohammed
🇳🇱 Amsterdam - Mohammed
🇳🇱 The Hague - Mohammed
🇳🇴 Oslo - Mohammed

Europe will soon look very different.

[vittorio @IterIntellectus]

this is actually insane

> be tech guy in australia
> adopt cancer riddled rescue dog, months to live
> not_going_to_give_you_up.mp4
> pay $3,000 to sequence her tumor DNA
> feed it to ChatGPT and AlphaFold
> zero background in biology
> identify mutated proteins, match them to drug targets
> design a custom mRNA cancer vaccine from scratch
> genomics professor is “gobsmacked” that some puppy lover did this on his own
> need ethics approval to administer it
> red tape takes longer than designing the vaccine
> 3 months, finally approved
> drive 10 hours to get rosie her first injection
> tumor halves
> coat gets glossy again
> dog is alive and happy
> professor: “if we can do this for a dog, why aren’t we rolling this out to humans?”

one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline.

we are going to cure so many diseases.
I dont think people realize how good things are going to get

[Gwart @GwartyGwart]

Why don’t they just tokenize the oil in the Middle East and transport it across permissionless financial rails, thereby avoiding the Strait of Hormuz altogether

[billy walsh @reaIityobserver]

Never seen anything like this in all my 5 days of trading oil.

[gaurav @gaxrav]

quit brainrot. unfollow trolls. read essays. go down rabbit holes. have a calendar. maintain a todo list. read old books. watch old movies. turn on dnd. walk with intent. eat without youtube. chew more. train without music. plan for 15 mins. execute. organise your desk. take something seriously. read ancient scripts. act fast. find bread. eat clean. journal. save a life. learn to code. read poetry. create art. stay composed. refine your speech. optimise for efficiency. act sincere. help people. be kind. stop doing things that waste your time. follow your intuition. craft reputation. learn persuasion. systemise your day (or don’t). write. write. write. write more. iterate violently. leave your phone at home. walk to the grocery store. talk to strangers. feed the dogs. visit bookstores. look for 1800s novels. experience art. then love. sit with a monk and offer them lunch. don't talk shit about people. embody virtue. sit alone. do something with your life. what do you want to create? turn off your mind. play. play a sport. combat sports. notice fonts in trees. fall in love. notice patterns on a table. visualise it. talk to people with respect. don't hate. be loving. be real. become yourself. cherrypick your qualities. discard the useless. rejections aren't permanent. invite what aligns. accept what does not. read great people. be different. choose different. do great work. let it consume you. lose your mind. value your time. experience life.