Connor Overachiever

📈 Négociant de crypto-monnaies et passionné de politiques 🌎 Surfer sur les vagues économiques 🌊

[Steve Saretsky @SteveSaretsky]

Canada promised an immigration reset.

Instead, Ottawa just opened new “one-time” pathways that could push PR admissions to 650K.

@BenRabidoux raised his 2027 population forecast from 100K → 300K in a single week.

[Abaxx Exchange @abaxx_exchange]

Abaxx Exchange has been shortlisted for @WorldLNGEvent’s 2026 Outstanding Contribution Award alongside ADNOC Gas, Bechtel, Eni, JERA Global Markets & PetroChina Int'l.

The award recognizes excellence in commercial or technical contributions to the global LNG industry each year.

[@JohnBeggs @jbeggs252]

As is often the case, @ChantalHbert gets to the nut of the matter. Stellantis has been out of production for 3 years. There are thousands of union workers on layoff. The proposed sale to Roshel is a smaller non union company.

[Connor Overachiever @connord_econ]

@LastChance_CA This is how the game works. Regulate, then get hired by the regulated. Insiders win ...everyone else pays. Cronyism isn't a bug in the system, it's a feature.

[Connor Overachiever @connord_econ]

Ironic detail: the tech is Norwegian. We let our shipbuilding atrophy for decades ...now we buy back the capability we gave away. That bill always comes due.

[Atoms Not Bits @AtomsNotBits]

BREAKING: America secures the world's largest shiplift, enabling multiple ships to be built simultaneously by lifting massive vessels out of the water and moving them between land-based production stations.

@Saronic has awarded a $100M+ contract to Norway's Syncrolift for the 300-meter shiplift, which will have a lifting capacity of 67,000 tonnes, more than twice that of the next-largest installation. The lift will be installed at Saronic's new-age, $3B+ shipyard in Brownsville, Texas.

[Connor Overachiever @connord_econ]

@HBKU @QEERIofficial Gulf energy states putting real money into R&D facilities while Western governments write transition policy papers. Actual PV testing and EV research beats rhetoric every time. My money is on the states building labs, not writing papers.

[Connor Overachiever @connord_econ]

@Victori49569624 Familiar pattern: public money in, promises made, plant idle since 2023... the money is already banked. Subsidizing a foreign automaker to not produce is peak rent seeking. Work with Roshel and anyone actually willing to build.

[Connor Overachiever @connord_econ]

This is what adoption actually looks like. Not price charts ...the plumbing of global capital markets being rebuilt on neutral infrastructure. Tick tock.

[Chainlink @chainlink]

See the Link:NYC sessions:
https://t.co/fcQiMVV5WV

[Connor Overachiever @connord_econ]

Low-vol leadership is a symptom, not a strategy. When money is expensive, capital hides in cash flows that don't depend on credit expansion. Speculators get flushed.

[Charlie Morris @AtlasPulse]

Crucial decision. What kind of stocks should you be buying? Volatile stocks are now less likely to perform. Markets have changed since the summer.

[Polygon @0xPolygon]

NEW: @SoFi launches SoFiUSD on Polygon Chain.

17M+ members can buy, sell, hold, and convert SoFiUSD on Polygon directly in the SoFi app, while businesses can build payment flows with the bank-issued stablecoin through Polygon Open Money Stack.

[Polygon @0xPolygon]

The first stablecoin issued by a US national bank is now live on Polygon Open Money Stack.

[Connor Overachiever @connord_econ]

@iaeaorg Sign of where talent is heading. Capital flees Canadian energy, projects stall here... engineers will keep moving to where the real opportunities are. Nuclear is one of them, and hubs like the UAE will gain the most.

[Connor Overachiever @connord_econ]

@wander_investor All is well in Europe? The sarcasm writes itself. I'd argue the real story is energy costs shutting down France's chemical and steel sectors, offshoring the real economy in real time. The train car is the least of it.

[Purdygirl @psnache]

Canada Construction Market Size, Trends and Sector Forecast to 2030
Did you know Canada’s construction industry is set to grow 2.6% in 2026 and keep rising? 🚧🏗️ From affordable housing to renewable energy, big government investments are fueling the boom—despite rising costs. ...

[Connor Overachiever @connord_econ]

Another raise priced at a discount. Uranium thesis intact, but watch the share count ...dilution compounds just like inflation does.

[Orecast Intelligence @OrecastNews]

Paladin Energy Launches A$525M Raising at 10.3% Discount to Fund Athabasca Basin Growth

Paladin Energy (ASX: PDN) has launched a fully underwritten A$525 million equity raising to accelerate development of its Patterson Lake South uranium project in Canada's Athabasca Basin, with the placement priced at A$7.80 per share, a 10.3% discount to the last close of A$8.70 on 11 November.

Source: "PALADIN ANNOUNCES A$525 MILLION FULLY UNDERWRITTEN EQUITY RAISING TO ACCELERATE PALADIN'S GROWTH STRATEGY", lodged with the ASX on 12 November 2026.

The numbers:
• Proceeds fund Patterson Lake South development, Triple R resource growth, and Athabasca exploration
• SPP offers eligible shareholders up to A$30,000 in new shares at placement price
• Settlement scheduled for 18 November with PLS first production targeted for 2031

Full coverage: https://t.co/T2Hg9i3bAd

If this coverage is useful, follow Orecast Intelligence to stay across Paladin Energy and the energy sector.

$PDN #Energy #ASX #ASX100 #Mining

[Connor Overachiever @connord_econ]

Skeptical we've crossed the AGI threshold, but the agent economy is real either way. Question nobody asks: who owns the agents? In a centralized system the gains concentrate with the few centralized owners of the technology. Same pattern, new tech.

[Fabric Ventures @fabric_vc]

What if AGI has already arrived, and we barely noticed?

@oceanprotocol co-founder @trentmc0 believes we may have crossed that threshold.

We got into that, what superintelligence means for human agency, and why AI agents could become the world's biggest customers.

🎙️ Watch the full episode ↓

A few moments from the conversation:

01:30 — Will AI Treat Humans Like Children?
06:33 — Has AGI Already Arrived?
09:23 — From a Pig Farm to Pioneering AI
21:11 — The $30,000 Sensor Story
39:34 — AI as the World's Biggest Customer
41:00 — AI, Jobs and the Future of Work

[Connor Overachiever @connord_econ]

@DavidCrisafulli We're losing resource projects in Canada to regulatory gridlock while Queensland secures hundreds of jobs. Certainty attracts capital, uncertainty repels it. Simple as that.

[Connor Overachiever @connord_econ]

@IRENA @turkiyecop31 21,000 km in a year is real progress. The bottleneck was never technology, it's permitting and transmission. IMO steady policy frameworks beat pledges every time. UAE utilities driving UNEZA understand this.

[Connor Overachiever @connord_econ]

@neilmakaroff Le constat est juste. L'Europe a le potentiel mais pas la vitesse: permis qui traînent, coûts de raccordement qui explosent, capital qui fuit les projets longs. La Chine électrifie parce qu'elle planifie à 20 ans, pas à un mandat.

[Kraken @krakenfx]

Recovering from crypto’s post-midterm hangover.

CPI on the horizon, major EMAs in focus, and the AI trade showing signs of fatigue.

Join @Dentoshi and @matthewbarby today at 10am ET as they debate what’s next for the market. ↓