Mahmoud Saeed

استكشاف الحدود المالية 🌐📈

[Livsun @L1vsun]

option pricing models used to cost $50k a year in bloomberg fees. they're free in 2026 and almost nobody's noticed yet

black-scholes, binomial trees, full vol surfaces - hedge funds paid terminal licensing to keep this math away from retail for 30 years

moat was never the math. black-scholes published in 1973, free in every university library

moat was the terminal. $2,000/month just to run the calculation

pause at 0:23

- below the title on the chalkboard there's a partial formula. that formula costs $40k/year to access inside bloomberg

it's been free since 1973

real edge was never black-scholes itself - it was the vol surface. implied volatility across every strike and expiry, showing you what the market thinks the actual distribution of outcomes is

retail never saw it. terminal users built strategies around it every morning

now yfinance pulls live option chains for free. scipy builds the full surface in under 60 seconds

what took a prop desk analyst his whole morning takes a laptop and one lunch break

access gap closed. knowledge gap didn't, and that's where the actual edge lives now

bookmark this

[LINK Archive @LINKArchv]

UNRELATED: How J.P. Morgan previously leveraged CRE and CCIP to facilitate tokenized deposit transactions as explained by Nelli Zaltsman, Head of Platform Settlement Solutions at Kinexys by J.P. Morgan

“In May we announced a collaborative effort with Chainlink and Ondo Finance where we actually used the Chainlink’s CRE product to sit between ourselves and Ondo”

“In that scenario, Chainlink’s CRE listens for agreed-upon transaction events which then kind of trigger certain workflows on the payment side and, in which allows us to, I like to call it simulate DvP between two chains”

“We are constantly seeking to mature interoperability as well, so I would say that JPMD, the deposit token we issued on Base is part of that effort. So right now it is in pilot, but that'll also be a key part of our strategy”

“The way I see it, kind of cycling in the client experiences, we have the blockchain deposit account as kind of client home base… and then where we haven't issued deposit tokens, have other options such as the Chainlink-like collaboration to use your blockchain deposit accounts for settlements”

[Digital Assets Daily @AssetsDaily]

Crypto Taxes.

[andrew chapello @chapello]

Prediction: by 2028 most stablecoin volume is B2B treasury, not retail remittance.

Remittance gets the headlines -- it's sympathetic and visible.

But the dollars are in supplier payments, intercompany sweeps, and payroll. Boring, recurring, enormous. The boring flows always win on volume.

[Bojan Radojicic @BojanRadojici10]

How many hours do you spend reading a 10-K before you actually find what matters?

I think most finance professionals spend 4-6 hours digging through 200+ pages.

And still miss critical red flags.

I used to do the same thing.
Reading every footnote.
Every risk factor in order.

Then I asked myself a question: "𝘞𝘩𝘢𝘵'𝘴 𝘵𝘩𝘦 𝘤𝘰𝘴𝘵 𝘰𝘧 𝘥𝘰𝘪𝘯𝘨 𝘪𝘵 𝘵𝘩𝘦 𝘰𝘭𝘥 𝘸𝘢𝘺?"

Missed insights.
Delayed memos.
Executives waiting.
Investors losing patience.

So I built a system.

15 prompts (I present only 8 here in visual) that extract every key insight from a 10-K filing.

Revenue deep-dives.
Cash flow health checks.
Accounting red flags.
Management tone analysis.
Board-ready dashboards.

Each prompt gives you a specific deliverable in minutes.
And gives not only WHATs but WHYs?

One prompt gives you a 1-page investment memo.
Another prepares you for the 10 toughest investor questions.

I tested these across multiple filings.
The output is executive-ready.
No reformatting.
No editing.

This is what AI-powered finance looks like.

Not replacing your judgment. Amplifying it.

Still reading 10-Ks the old way and hoping you don't miss something?
What would change if your next 10-K analysis took 30 minutes instead of 6 hours?

If you want to learn more:

→ 𝗝𝗼𝗶𝗻 𝗺𝘆 Corporate Finance Hub® and transform to AI-powered finance professional 👉 https://t.co/mzj11aj3bm

OR

→ 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗳𝗼𝗿 CFO AI Nexus the first AI-native expo and conference for finance leaders 👉 https://t.co/eBip4pVtTA

[Kevin Carpenter @kejca]

MUNGER: [Our] executives can buy Berkshire Hathaway stock in the market for cash.

BUFFETT: People say they want their management to think like shareholders. It's very easy to think like a shareholder [when] you become one. You'll think exactly like a shareholder!

[Movez @0xMovez]

Jane Street’s CTO just revealed how they build $100B AI trading systems in a 30-minute podcast:

"There’s no single time horizon. There are many-100 nanoseconds, microseconds, milliseconds, hours. Different models operate at every layer."

Most traders compete on a single timescale. Top firms compete across all of them simultaneously using AI.

Watch the podcast, then save the framework below.

[Digital Assets Daily @AssetsDaily]

How Raven Uses $ONE for Canton-Native Trading and Settlement ✨

[bodila @51bodila]

Paul Tudor and Ray Dalio both hit bottom - Tudor lost 60% of client money, Dalio borrowed $4K from his father - now they run two of the greatest funds

- on one couch, together they held a workshop on how to trade right now

they said "the system is broken"

37-min masterclass between two legends who built the best funds in the world

bookmark & watch - one video will teach you more than any course from fake traders

[Black Edge @BlackEdgeFund]

Warren Buffett and Charlie Munger on why reading fast is overrated:

At a Berkshire Hathaway meeting, shareholder Keith McGawan asks Buffett for advice on reading faster, noting that Buffett gets through five newspapers a day plus a steady diet of 10Ks and 10Qs.

Buffett's answer is disarmingly humble.

Despite his legendary reading habit, he confesses: "Unfortunately, I'm not a fast reader." He even adds that Charlie can read faster than he can, and that "it's a huge advantage to be able to read fast."

Then he tells a story on himself, by way of Woody Allen:

"I read War and Peace last night in 20 minutes. It's about Russia."

That punchline, Buffett admits, hits a little too close: "that's the problem I have when I try and read fast. I get all through reading the book and I say it's about business."

But for Buffett, the point was never the speed. It's the act itself:

"There's hardly anything more pleasurable... than reading and reading and reading and reading. And Charlie and I do a lot of it. We continue to do a lot of it."

Then Munger reframes the entire question and quietly dismantles the premise:

"I think speed is overestimated. I had a roommate at Caltech who had a very distinguished mind and I could do problems faster than he could, but he never made a mistake and I did. So I wouldn't be too discouraged if you have to go a little slower. What the hell difference does it make?"

[Lewis 🏴󠁧󠁢󠁷󠁬󠁳󠁿 @WaldronLewis]

Warren Buffett was asked how he defines true success.

He's worth over $130 billion but his answer had absolutely nothing to do with money:

"If you get to be 65 or 70 and the people that you want to have love you actually do love you, you're a success."

"I've never seen anybody at that age, I mean I'm not talking about somebody in extreme poverty, I've never seen anybody that if they have a lot of people that love them that is other than happy."

Then he described the alternative. The people who have everything except the thing that matters...

"And I've seen some very very wealthy people. They have testimonial dinners. They have named schools after them. And nobody loves them. You know, their own kids would say, he's in the attic. He's in the attic."

He's watched billionaires fill rooms with people who clap on cue and go home to houses where their own children avoid them.

He's watched people with nothing surrounded by people who genuinely care about them. And he says the second group wins every single time.

*****

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[Ocean @yellowzander]

You don't own enough $link

[Jey @Jeyxbt]

The fastest way to waste Claude Cowork is to tell it how to do the job.

Chat and Cowork want opposite instructions.

With Chat you lead every step. Do this first. Now format it like that. Now try another angle. You steer the whole time, and at the end you still go do the real work yourself.

Cowork flips that. You don't hand it the steps. You hand it the finished result and the constraints, then let it find the path on its own.

Same task, two different worlds.

Chat: "I've got 15 raw thumbnails. What naming convention and folder structure would you recommend?" It gives you advice. Then you rename all 15 by hand.

Cowork: "In my screenshots folder, rename each thumbnail based on what's in it and sort them into subfolders by type." A minute later it's done. You never touched a file.

The skill was never better prompting. It's dropping the prompting habit entirely.

Stop telling it how. Start telling it what done looks like.

[SolanaFloor @SolanaFloor]

JUST IN: @MoonPay has launched the MoonAgents desktop app for macOS, enabling users to connect ChatGPT or Claude, move funds, automate tasks, and onramp stablecoins with zero fees.

[Minh Q. Tran @Minh_Q_Tran]

Preparing for 2026: What corporates must have in place before kicking off an innovation initiative — Mandalore Partners | Venture Capital-as-a-Service https://t.co/bIOB298jCQ #innovation #VC

[zostaff @zostaff]

JP Morgan Private Bank had an analyst named David that everyone ran to with questions about funds for years.

A small research team handled thousands of investment products by hand. A client asks in a meeting why a fund was terminated, and the advisor would dig through emails and databases for hours.

So they built an AI agent and named it after the real David. Now they ask the agent, not the man.

Under the hood it's a swarm of agents: a supervisor routes the work, sub-agents pull data, a separate agent checks the answer, a human stays in the loop on the big calls.

[Big Bull Investing @robertkirb]

Charlie Munger: “There are times when even a company as big as Coca-Cola is too cheaply priced by the market.”

When Buffett and Munger found rare opportunities they truly understood, they didn’t hesitate to go in heavily.

[Sui Community💧 @Community_Sui]

BREAKING 🚨

Google selects @SuiNetwork as a launch partner for AP2, a new AI-powered payment system, in a major vote of confidence for the blockchain.

This partnership has significant implications for the future of commerce and AI, and $SUI is poised to benefit greatly from this collaboration 📈

The future of blockchain payments just got a major boost, with Sui Network at the forefront 🚀

#Sui #SuiNetwork

[Rohit @ai_rohitt]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[ALLINCRYPTO @RealAllinCrypto]

Blockchain adoption may not always look like people “using crypto.”

Candace Kelly from @StellarOrg explains how DLT is already moving aid, supporting cross-border payments and being integrated by major institutions.

The endgame people using it without even noticing.
#XLM