Jonathan Arriaga

Ex-VP AI & Data Science @ MSCI | Stanford Postdoc | PhD. Building Autonomous macro regime signals & cross-asset causal flows.

[Jonathan Arriaga @genanalystai]

The market has priced the war, not what the war does next. The next shock is already on the calendar — payrolls Friday, CPI mid-September, a 45–60% coin flip at the Fed — and a VIX at 15 is standing directly in its path.
https://t.co/VhRuUl2rp4

[Jonathan Arriaga @genanalystai]

Markets are pricing calm with VIX at 14.5, but Friday’s Jackson Hole keynote is a coiled spring.

From 30Y yields (5.19%) and Gold to BTC’s $80K shelf and September hike odds—here is the exact transmission map for how Warsh reprices the board:
https://t.co/WlMDmkd8Yl

[Jonathan Arriaga @genanalystai]

A Fed chair who deleted forward guidance faces a market positioned for calm: VIX at 14.5, gold up 16% on the month, the 30Y pinned at 5.19%. Friday's keynote resolves the coil — here's the exact map from podium to prices: https://t.co/WlMDmkd8Yl

[Jonathan Arriaga @genanalystai]

Nvidia’s print is a $282B coin flip & a hidden credit event. The 4 scenarios:

1- Guide >$108B: Vol crush & rally
2- Guide ~$103B: "Sell the news"
3- Miss: Global leverage unwind
4- Beat + bad call: Balance-sheet shock

Transmission map: https://t.co/y3wLU34rCC

[Jonathan Arriaga @genanalystai]

Nvidia’s earnings aren’t just a single-stock event—they’re a stress test for $3T in off-balance-sheet AI financing spanning credit spreads, the power grid, and copper.

Why the entire chain hinges on Jensen’s forward guide:

https://t.co/1pwszzaNDT

[Jonathan Arriaga @genanalystai]

@pokkst Good job! Will definitely check it out! =)

[Jonathan Arriaga @genanalystai]

@reywillgrt Quien fuera tu!

[Jonathan Arriaga @genanalystai]

@ProfFaustus "Great minds discuss ideas; average minds discuss events; small minds discuss people." Thanks for making the world a better place Dr. Wright!

[Jonathan Arriaga @genanalystai]

@JeremyQuinn @Bitcoin @RobinhoodApp Refusing to change the code to stay up to date is not forking away? Forcing using to use second layer solutions is not forking away? BTC is the one forking away, BCH is scaling as simple and smooth as possible.

[Jonathan Arriaga @genanalystai]

@NastyNik009 @CollinEnstad @Bitcoin @RobinhoodApp BCH didn't fork to innovate at first, it provided a very simple and obvious solution to a problem known for years and gave users a way out of the irresponsible development practices of the Core team. Innovation is coming now from the different development teams working on BCH.

[Jonathan Arriaga @genanalystai]

@JeremyQuinn @Bitcoin @RobinhoodApp Brand? Who owns the Bitcoin "brand"? Got any proof? To the best of my knowledge anyone can make a project and call it Bitcoin.

[Jonathan Arriaga @genanalystai]

@Mrfant4sticOW @Bitcoin @RobinhoodApp Didn't you read the infographic? It shares the same Blockchain up to the genesis block, is the same protocol and the same PoW. Bitcoin Cash is Bitcoin!

[Jonathan Arriaga @genanalystai]

@NastyNik009 @CollinEnstad @Bitcoin @RobinhoodApp The number of PENDING transactions in the mempool tends to exponentially increase during bull runs, the number of ACTUAL transactions has been roughly the same for months now thanks to the prehistoric 1MB block size

[Jonathan Arriaga @genanalystai]

@WalterRothbard #BitcoinCash is good! (personal opinion)

[Jonathan Arriaga @genanalystai]

@avefenix_81 @PedroFerriz @GobTam @RicardoAlemanMx porque para el Gobierno el pueblo es el enemigo y el CO su compañero de negocios

[Jonathan Arriaga @genanalystai]

@PopSci you mean, a fully armored spider that haunts you in the depths of the ocean? Aaand you can't burn it? NOPE

[Jonathan Arriaga @genanalystai]

@marcevzz who?

[Jonathan Arriaga @genanalystai]

@chuycepeda @_LASNOTICIASMTY @Cicmty @pkanez @chuydb Muchas felicidades al CIC! Sigan asi Chuy!

[Jonathan Arriaga @genanalystai]

@RegioSeguro @juanyguega En que direccion?