Federico Iafanti

R&D in Derivatives and Transactions reporting | Reg Reporting | Banking | Financial Markets

[Spencer Hakimian @SpencerHakimian]

We’re now on Day 100 of a war we won 99 days ago, against a country whose military we’ve obliterated, to re-open a Strait that we fully control.

[Federico Iafanti @Federick_I]

@Cr1st14nM3s14n0 Se avessi saltato l’esperimento di delegation totale ma fossi partito dalla guidance precisa ci avresti impiegato molto meno.
Comunque bene, hai verificato che da tiratore scelto quale sei, anche se ti danno un fucile da cecchino ma ti bendano, il fucile non fa centro da solo.

[Polymarket @Polymarket]

NEW: Italian stock market soars to a 26-year high.

[Bull Theory @BullTheoryio]

This 88 year old Japanese trader spent 40 years day trading and turned $387,000 into a $14 million portfolio.

If he had simply bought the S&P 500 in 1986 and done nothing, he would have over $21 million today.

[AYi @AYi_AInotes]

Damn，Redis创始人用一个C文件，干翻了大厂烧几十亿的GPU集群。

Antirez，那个写出Redis的传奇黑客，昨天开源了ds4。

一个专门为DeepSeek V4 Flash写的原生推理引擎，只有几千行C代码。

它做到了一件很多人都觉得不可能的事：
把拥有1M上下文窗口、能跑完整coding agent循环的准前沿模型，完整跑在一台普通的128GB MacBook Pro上。

YC CEO Garry Tan看完直接转发，只说了一句话：
“正在下载… 1M上下文+可用的coding agent能力，全在一台128GB MacBook上，这太疯狂了🤯”

这已经不是一个普通的量化项目那么简单了铁汁们，
属于顶级黑客用极致的系统工程，把闭源实验室烧几十亿才能玩的东西，压到了每个��的笔记本里。

他的三个黑客��操作，每一个都颠覆了行业常识：

1. 不对称2-bit量化：
只对MoE里占90%体积的专家部分做2-bit压缩，所有关键路径保持全精度。
质量损失极小，Antirez本人亲测“coding agent工作良好，能可靠调用工具”。

2. 把KV Cache扔到SSD：
很多人都觉得KV Cache必须放内存，1M上下文会直接炸掉128GB内存。
他直接把KV Cache搬到了苹果的高速SSD上，用磁盘当扩展内存，彻底突破了硬件天花板。

3. 纯Metal原生优化：
没有任何多余的封装，
没有通用框架的开销，
所有代码只为Apple Silicon写，
只为DeepSeek V4 Flash写。

实测性能：M3 Max 128GB上稳定27 tok/s。

不算快，但对本地跑agent循环来说，完全够用了。

你不用再给OpenAI付API费，不用再担心数据泄露，不用再忍受网络延迟。

所有的AI能力，完完全全在你自己的电脑里。

卧槽，这才是真正的革命，
过去AI的权力攥在少数几家大厂手里，他们有GPU集群，定价格，甚至说删就删。

现在，一个黑客用几千行C代码，就把这个权力还给了每一个开发者。

开源AI真的是不可阻挡的，
大厂烧几十亿训练出来的模型，只要权重一开源，

全世界的黑客就会用你想象不到的方式，把它优化到每一个能跑的设备上。

今天是MacBook，明天是手机，后天是手表，太让人兴奋了！

2026年5月9日，AI终于从云端的神坛，落到了每个人的笔记本里。

或许这一天，���被写进历史！

[Erick @ErickSky]

EL CREADOR DE REDIS ACABA DE ROMPER LA IA LOCAL

Antirez (el legendario Salvatore Sanfilippo) acaba de lanzar ds4: un motor de inferencia nativo, ultra-optimizado y hecho a medida para DeepSeek V4 Flash.

Lo que está pasando es de locos:

- 1 millón de tokens de contexto

- Corre en un MacBook de 128 GB con cuantización 2-bit

- KV cache movido directamente al SSD (del RAM al disco…)

- Pensamiento corto y proporcional a la complejidad

- Servidor compatible OpenAI + Anthropic listo para agentes

Mientras los labs cerrados queman decenas de miles de millones en clusters de GPUs…
un solo hacker construyó un inference engine que te pone frontier AI en tu portátil.

El Open Source no solo está vivo.
Está ganando!!!

REPOOO👇

[Bridget Brink @AmbBridgetBrink]

I resigned as U.S. Ambassador Ukraine when Trump kept siding with Putin over our democratic partner. Now, my successor is doing the same.

I knew I had to speak out and run for office because siding with dictators is just not who we are.

[Dan Rysk @DanDeFiEd]

Italian efficiency when it comes to coffee should be studied.

In Italy:
- Walk into a bar and look at the guy
- Un caffe
- 30 seconds later it’s ready
- Shoot it
- Leave €1
- Walk out

In the US:
- Join a line
- Wait
- Order coffee
- Answer 12 questions: Size? Milk? Roast? Sugar? Temperature? Colombia beans? Name? How do you spell it?
- $12.34
- Ask for a 20% tip. Click 5 times on a ipad to have a custom tip
- Tap phone
- ask where to send the invoice
- Wait again on a different line
- Someone call a name that sounds similar to mine
- get the coffee
- too hot, can't drink it
- finally at temperature

taste like shit

[GeoInsider @InsiderGeo]

Looking at Trump's latest post, something's shifting. Tone is completely different from the last 48 hours.
No more "no more Mr. Nice Guy," no regime change, no threats on power plants. Instead he's building a comparison with Obama's JCPOA.
"My deal will be far better." When a president starts explaining why his deal beats his predecessor's, a deal is usually coming.

Notice what's missing. No mention of uranium transfer to the US. No "zero enrichment." No "no money exchanged." All the hard points Iran publicly rejected.
He's quietly dropping them without admitting it. Classic Trump pattern, max pressure to get them to the table, then walk back the maximalist positions once they're seated. Same playbook as North Korea 2018, Mexico tariffs, China trade.

My read: Trump is already pre-selling the deal that's coming. The fact that he's framing it against JCPOA suggests the final agreement will probably look more like JCPOA than he'll ever admit. Some monitoring, some enrichment limits, probably no physical uranium transfer like he claimed yesterday.
Packaged as "the greatest deal in history" for domestic consumption.

[Mario Seminerio @Phastidio]

Cioè chiede due anni di emolumenti come buonuscita. Del resto, guidare un monopolio naturale regolato è opera improba. Tutto dipende da come è stato scritto il suo contratto.

Il caso della buonuscita di Di Foggia: chiede 7 milioni di euro per Terna, ma è stato indicata a Eni https://t.co/HB3LNR0iOY

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Treasury's budget deficit rose +2% YoY in March, to $164 billion, above the $153 billion expected.

Adjusted for the timing of certain benefit payments that shifted between months, the March deficit would have been $250 billion, significantly worse than a year ago.

The US deficit is now at $1.17 trillion over the first 6 months of FY2026, the 3rd-worst first-half in history.

Meanwhile, military outlays increased by just +3% YoY in March, to $65 billion, indicating spending tied to the Iran War has not yet shown up, suggesting future deficits will be sharply higher.

Deficit spending remains historically high.

[The Kobeissi Letter @KobeissiLetter]

Healthcare is carrying US job growth more than ever:

The number of healthcare workers has surged +84% since 1996, far outpacing every other major sector.

Growth has accelerated since the 2020 pandemic, rising +24%, to a record 18.4 million employees.

Meanwhile, the number of construction workers has risen +55% since 1996, to 8.3 million, also an all-time high.

This is followed by financial activities roles at +32%, and retail trade at just +10% over the same period.

Manufacturing has gone in the opposite direction, declining -27%, to 12.6 million, near the lowest since January 2022.

The US job market is heavily skewed toward healthcare.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US stock market futures fall at the open as President Trump declares Tuesday as “Power Plant and Bridge Day" in Iran:

1. S&P 500: -0.7%
2. Nasdaq 100: -0.8%
3. Dow Jones: -0.7%
4. WTI Crude: +3.0%
5. Natural Gas: +1.0%
6. Gold: -0.9%

President Trump's deadline is now 50 hours away.

[(((Tendar))) @Tendar]

„The only thing prohibiting transit in the Strait (of Hormuz) right now is Iran shooting at shipping. It is open for transit should Iran not do that.“

Thanks for this clarification, Pete. I almost got the impression that you lost control of the situation.

[Stefania Battistini @StefaniaBattis4]

Una #Biennale che accoglie i regimi ma non la dissidenza smette di essere uno spazio di libertà.

[Colby Badhwar @ColbyBadhwar]

🇺🇸 Is the United States going to run out of precision guided munitions?

No, no they are not.

SDB production capacity: 10,000/year

JDAM kit production capacity: 25,000/year

Total combined procurement of these weapons measures in the 100s of thousands.

With air superiority over Iran established, the US doesn't need to rely on exquisite stand off weapons to conduct strikes. They can use weapons like Small Diameter Bomb and Mark 80 series bombs with JDAM kits.

Air defense interceptors performed their role by defeating the initial missile attacks, and now Iran no longer has the means to generate large-scale missile raids. The expenditure rates for interceptors will drop accordingly.

Before you come into my replies shouting "wHaT aBoUt ThIs!?", take time to read what I've already written in the past because the answer is probably already there.

[Eyal Ofer אייל עופר @Eyalo365]

Iran Launch Capability Trend:

[zerohedge @zerohedge]

OPEC+ CONFIRMS 206K B/D SUPPLY HIKE FOR APRIL: DELEGATES

[Earth @earthcurated]

Italy as seen from Space on a rare clear day.

[Federico Iafanti @Federick_I]

@EdoTwitt_ Finalmente direi!