Christian

building Northline: CRE loan surveillance + borrower reporting for lenders (fund reporting + draw monitoring coming). posting about AI, money and building

[Christian @ctizzy00]

$1 for 1,309 btc. first bitcoin price anyone posted, oct 2009

the math was just the electricity to mine one

[Christian @ctizzy00]

social security is giving retirees a 3.6% raise for 2027. about +$75/month on average (SSA)

biggest bump in four years and it's still just catching up to prices that already went up

[Christian @ctizzy00]

amazon went public in 1997 at $18 a share

after splits that's about 7.5 cents

people called it an online bookstore. it was losing money, selling books, and the stock was "obviously overpriced"

the lesson isn't "buy the next amazon". almost nobody holds through the 90%+ drop it took in 2000 and 2001. the ones who got the return were the ones who didn't sell

[Christian @ctizzy00]

anthropic told investors q3 revenue hit $16.8B

up 45% from $11.6B in q2 (and $4.7B in q1)

they said the quarter was profitable on an adjusted basis (Bloomberg)

[Christian @ctizzy00]

sources
closes: https://t.co/nLC22gIAd0
week, rotation, health care: https://t.co/YE6rovBW8W
coreweave, fed odds, 10-year: https://t.co/o9y1Ntskci
micron, intel: https://t.co/XiNyn42sdR
city therapeutics ipo: https://t.co/6aS08UYxaR

[Christian @ctizzy00]

nasdaq just lost 4.5% in one week and the dow still finished green

worst nasdaq week since late june (yahoo finance)

today alone:
nasdaq -2.1% to 26,140
s&p 500 -1.1% to 7,659
dow -0.3% to 52,002

money walked out of AI and into health care, which hit record highs while tech bled

coreweave fell 12% today and nearly 26% on the week (CBS)

investors are spooked by how much debt is paying for the AI data center buildout

micron -5.6%, intel -5.8% (AP)

the fed side didn't help either. odds of a december rate hike jumped to 74.3%, up from 50.2% a month ago (CME FedWatch)

10-year yield still sitting at 5.1%

one green spot, city therapeutics priced its IPO at $18, raised $200M and opened at $23 (https://t.co/q0G2E2lsfd)

the dow up 0.7% on a week like this is kinda wild

[Christian @ctizzy00]

@KobeissiLetter wait, 3 trillion in ten days?

[Christian @ctizzy00]

@gregisenberg bots being the paying customer still breaks my brain

[Christian @ctizzy00]

@unusual_whales at least they're consistent

[Christian @ctizzy00]

of 45 e-money tokens notified under mica, usdc is the first one the eu called "significant"

from nov 12 the european banking authority oversees its reserves, liquidity & redemption plans (EBA)

[Christian @ctizzy00]

@unusual_whales cheaper ai is the scary part? i'll take it

[Christian @ctizzy00]

@KobeissiLetter retail picked a rough week to go all in

[Christian @ctizzy00]

@BullMeechum3 @unusual_whales @IonQ_Inc @JensenHuang small models doing it makes way more sense to me

[Christian @ctizzy00]

@WatcherGuru lol the model is doing quantum homework now

[Christian @ctizzy00]

@BullMeechum3 @unusual_whales @IonQ_Inc @JensenHuang at&t using it already is news to me

[Christian @ctizzy00]

@DeItaone vix finally showed up to work

[Christian @ctizzy00]

@KobeissiLetter my watchlist turned red before i finished lunch

[Christian @ctizzy00]

@Cointelegraph the timeline just got a dress code

[Christian @ctizzy00]

@DeItaone i wanted a quiet friday

[Christian @ctizzy00]

@unusual_whales i don't need another chart for this