Gaius

Catholic 🇻🇦 | @traphousefnf

[Gaius @Gaiuscel]

Julius Evola would often go on walks in Vienna during bombing raids to better "ponder his destiny".

Watching the entire market nuke and DCA'ing into it with leverage feels exactly the same.

[Gaius @Gaiuscel]

@Brubbyy_ ❤️

[Gaius @Gaiuscel]

I was looking at the different DAT companies and there are 3 that I liked:

$BNC : approximately 0.64× mNAV. YZi Labs currently owns about 5% of the stock but also holds warrants for roughly 21.2M additional shares and now has significant board influence. Continued growth in binancecoin:native , including tokenized stocks and RWA products, could attract investors. The stock is also at the DAT launch VWAP, which is a critical level.

$TONX : approximately 0.67× mNAV. If Telegram continues expanding the-open-network:native ’s utility and distribution, the current discount could narrow. This could also match with privacy meta. I think Durov has great things planned for GRAM. This one is also at the DAT launch VWAP.

$USDE : approximately 0.55× mNAV, or roughly 0.72× on a fully diluted warrant basis. Ethena Foundation controls 57.4% of USDE’s voting power, making it an officially aligned Ethena vehicle. USDE has approximately 19.1M warrants outstanding that could generate up to $235M in cash if fully exercised, although the resulting shares would dilute NAV per share.

[Gaius @Gaiuscel]

As a physcist I can reliably say that one of the greatest illusions about science is that there is a "scientific method".

All we have are a series of metaphysical abstractions that often lead to more confusion than not.

[Ankit M (Currently Inactive) @AnkitM997]

My main problem with humanities is epistemological. People are free to study whatever they like. My objection begins when these disciplines adopt the aesthetic, vocabulary, and institutional authority of science in order to present their conclusions as possessing a level of+

[Gaius @Gaiuscel]

@GavMcCracken I already survived oil going all the way back to 65.

There's NOTHING they can do to me.

[Gaius @Gaiuscel]

Underrated gem of a tweet.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Straits Taylor Rule:

i = r* + π* + 1.5(π−π*) + 0.5(y−y*) + α(SOH−SOH*) + β(BEM−BEM*), α,β > 0

Let’s see if a hike could open SOH or produce a single barrel :)

You can’t 25bp a chokepoint and r* isn’t neutral. It’s SOH risk premium, and We set it.

Stay unanchored !

[Gaius @Gaiuscel]

I will have infinite money if I stop paying my bills.

[Polymarket @Polymarket]

JUST IN: Anthropic says they’re highly profitable if you take out some of their biggest expenses.

[Gaius @Gaiuscel]

Meanwhile this is oil futures in China.

Just a matter of time until we catch up.

[Gavin (humanist/acc) @GavMcCracken]

They say i am the highest alpha account on fintwit

[Gaius @Gaiuscel]

@RafSimons69 It's OUR time to rape (hopefully)

[Gaius @Gaiuscel]

Oil pumping...AI Overlords saying they need to slow down development...are we looking at the reddest Monday in the history of Mondays maybe ever?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The closure of Saudi Arabia's East-West pipeline after recent strikes is set to remove 4% of global oil supply if it is not reopened this week, per Reuters.

Currently, repair estimates are ranging up to 6 weeks, meaning we are set to lose another ~4 million barrels of daily oil supply.

Iran-allied Houthi forces also continue to push toward the Bab el-Mandab Strait.

Oil markets open in under 9 hours.

[Gaius @Gaiuscel]

@MummifiedAlive Epstein

[Gaius @Gaiuscel]

@guilherme94jose You can't take Blavatsky seriously after reading Guenon's book on Theosophy.

[Gaius @Gaiuscel]

@jojowhiteheart We build the free market through communism

[Gaius @Gaiuscel]

@0xcoked People are betting on hikes because they think it is an economic technical decision, when in reality it's a political decision.

Trump put his guy there and there won't be any hikes.

[Gaius @Gaiuscel]

@RafSimons69 God help us oil bulls

[Gaius @Gaiuscel]

Fucking 6B are we serious? Buy at least 100B or STFU that's literally nothing.

[tradfi news @tradfi]

*US TREASURY TO BUY BACK UP TO $6B IN LONGER-DATED DEBT THU

*US PREVIOUSLY SAID BUYBACK TO BE AT LEAST $4B PER OPERATION

$IBIT

[Gaius @Gaiuscel]

@RafSimons69 Word it's an annoying hold rn. Hopefully they just print money and buyback a lot of shares.

[Gaius @Gaiuscel]

Can I abandon the Goym and become a Jew?

[Max 📟 @MaxNordau]

Tucker Carlson asks why algebra puts letters into numbers.

Jess Elofson explains: "I think just to fuck with you."

They discuss how they've never met anyone in their life who uses algebra, which is "fake math" for people "in the matrix."

They conclude that caring about algebra is something that only "good little goy slaves" do.

[Gaius @Gaiuscel]

@okwithmydecay Yeah going to buy a switch 2 to play it

[Gaius @Gaiuscel]

@nic_munoz Bro was certain he was destined to destroy the British Empire.

[Gaius @Gaiuscel]

@blknoiz06 Why is it that whenever he posts a random video he's shirtless? Put on a shirt nigga.