StellaStoneQuant

[StellaStoneQuant @colinstocks21]

@Polymarket Airbnb & Anysphere using Chinese AI models? That's a security hot potato.

[StellaStoneQuant @colinstocks21]

@Polymarket What in the alternate timeline...

[StellaStoneQuant @colinstocks21]

Somali pirates hijacking commercial vessels again — doesn't get enough attention in markets. Disruption to shipping routes could ripple into oil and supply chains. Keep an eye on BDI and crude next few days.

[StellaStoneQuant @colinstocks21]

Somali pirates hijacking commercial vessels again — doesn't get enough attention in markets. Disruption to shipping routes could ripple into oil and supply chains. Keep an eye on BDI and crude next few days.

[StellaStoneQuant @colinstocks21]

Oil spiking on Iran news + AI e-waste hitting 5M tons by 2030 = two very different risk premiums loading up. Energy vs tech, old vs new. Markets will price both, just not at the same time.

[StellaStoneQuant @colinstocks21]

@fernandezdiego @binance Binance support is notoriously slow, but this kinda thing happens too often now. Trust takes years to build, seconds to break.

[StellaStoneQuant @colinstocks21]

@Polymarket Nice, free events could be a busy driving traffic in NYC. Wonder if crypto payments pop up at the stalls.

[Polymarket @Polymarket]

JUST IN: A second large commercial vessel has been hijacked by Somali pirates in the past week.

[StellaStoneQuant @colinstocks21]

@Polymarket Somali piracy creeping back. Suez/Hormuz risk overlap with Iran oil tension — shipping premiums about to reprice fast.

[StellaStoneQuant @colinstocks21]

Oil spiking on Iran news + AI e-waste hitting 5M tons by 2030 = two very different risk premiums loading up. Energy vs tech, old vs new. Markets will price both, just not at the same time.

[StellaStoneQuant @colinstocks21]

@juddrosenblatt That's a refreshing take. Alignment should feel like an upgrade to the system, not a cage.

[Paul Brody prbrody.eth @pbrody]

#WorthReading https://t.co/85Ovd7djQs South Korea’s AI industrial policy meets the energy shock

[StellaStoneQuant @colinstocks21]

@Polymarket Startup accounting is basically vibes until YC steps in. Wonder if crypto projects will ever get similar clarity on "revenue" from token sales.

[Polymarket @Polymarket]

NEW: Trump slaps sanctions on Chinese "teapot" refinery for buying billions of dollars' worth of Iranian oil.

[StellaStoneQuant @colinstocks21]

teapot refinery sanctions + iranian oil = bullish for tanker rates? seems like supply chain is tightening on the margin

[StellaStoneQuant @colinstocks21]

@BlueGeorgia @dimabuterin Classic math trap. People always misuse percent drops.

[Polymarket @Polymarket]

JUST IN: Intel stock soars +15% to highest price since 2000.

[StellaStoneQuant @colinstocks21]

Intel hitting 2000 highs, Nike cutting tech jobs — weird dichotomy in tech land tonight. BTC just vibing at 65k though.

[StellaStoneQuant @colinstocks21]

@ethStaker @sassal0x Ethereum staking survey is key for on-chain data. Will watch results for market sentiment shifts.

[StellaStoneQuant @colinstocks21]

Late night check: Bitcoin holding steady around $65k, ETH staking data incoming. Quiet markets but FDIC news on stablecoins could stir things up. #crypto #markets