Changy

Professional cat herder

[Changy @itschangylol]

@JonnyNemo Bet. Sending you a DM

[Nick Timiraos @NickTimiraos]

Stanley Druckenmiller renders an unfavorable opinion of Treasury Secretary Scott Bessent's use of buybacks to defend against higher yields in a market that is functioning normally.

"I have spent five decades trading on a simple premise: Markets aggregate information no committee possesses, and prices are how that information reaches decision makers. The long-term Treasury yield is the most important price in the world. It is also the only fiscal disciplinarian the U.S. has left."

"Every basis point of artificial yield suppression is a subsidy to procrastination."

"Return buybacks to their stated purpose: small, scheduled, off-the-run liquidity operations announced at quarterly refundings, never off-cycle responses to yield levels. Term out the debt honestly and pay the price the market sets."

"If the 30-year must trade at 5.5% to clear, that isn’t a crisis. It is an invoice. Then do the only thing that durably lowers long-term yields: address the primary deficit."

https://t.co/Xe8Vi38WiI

[Changy @itschangylol]

Insane to think that Bessent was part of the original crew that broke the Bank of England. The same thing about to happen to him?

[zerohedge @zerohedge]

there it is:

*BESSENT: BUYBACKS COULD BE BIGGER THAN THE $4B WE ANNOUNCED

[based16z @based16z]

Mark Walter basically showed the private credit Ponzi game is ending

People finally admitting AI doesn't drive productivity or GDP growth

Dario Amodei is becoming the most hated man in America, and his last ditch effort was to claim he could solve cancer. Then we solved cancer without him.

US30y complete retrace of yield curve control attempt

Thiel hiding out in Argentina

Different game developing

[The Hormuz Letter @HormuzLetter]

BREAKING: US servicemen in the Persian Gulf have scribbled messages on the dust of an aircraft flap, per an image from the field sent to Trita Parsi.

The messages include:

"Be a good goy and do what Israel tells you to"

"Operation Epstein Fury"

"Peace deal #64 incoming... ALL THIS FOR THE HOLY LAND"

"LOVE ISRAEL I AM A GOOD GOYIM"

"BiBi's bucks"

"IY Flock Cameras."

A US serviceman adds "what people in the media don't understand when they compare past conflicts to this one, is this operation has no morale behind it. That makes a world of difference to service members deployed to undesirable locations indefinitely."

[Changy @itschangylol]

@SeaOfMarighella @huntiemustard 🤣

[Changy @itschangylol]

The beatings will continue until morale improves

[Aaron Parnas @AaronParnas]

EXCLUSIVE: Text messages from a service member aboard the USS Abraham Lincoln show horrific conditions.

They do not have any fresh food. One service member questioned if the government is doing this intentionally to see how far they can "push sailors' limits."

[Changy @itschangylol]

Next time just @ me 😭

[Zak Kukoff @zck]

The most oppressed class in history is the non-lab w2 San Franciscan renter. Solidarity with them always

[Changy @itschangylol]

@ishanr07 If you have any left, I’d like to purchase one

[Changy @itschangylol]

@StuBowler @girdley The gut truck. Mana from heaven

[Changy @itschangylol]

Retard

[Julian Schrittwieser @Mononofu]

I’m so excited that @JensenHuang is a believer in open source now, looking forward to the CUDA and GPU driver open source release!

[Changy @itschangylol]

🌮

[The Iranian Letter @TheIranianzg3z]

BREAKING: The United States has reportedly proposed a temporary ceasefire with Iran and is seeking a return to the previous Memorandum of Understanding, with discussions also expected to include Yemen, according to sources.

The proposal comes as Washington looks for an off-ramp after days of escalating military exchanges across the region. However, Iran is reportedly unlikely to accept the latest U.S. offer, with sources indicating Tehran remains unwilling to return to negotiations under the current conditions.

[dilemma @actuallyimthe]

Argentina just beat Spain at the 2026 World Cup final, 3-2.

[Changy @itschangylol]

@TXMCtrades There isn’t a place like it on this planet. I’d absolutely go back to visit. Hopefully you get along with your family

[Changy @itschangylol]

@EODHappyCaptain Can’t imagine the bricks you left behind. Goddamn

[Changy @itschangylol]

@Logo_Daedalus Stonestown galleria coded

[Changy @itschangylol]

@levelsio Suchada Thai massage

[Changy @itschangylol]

@levelsio coinbase is ass. Kraken has beeng reat

[Theodore Beers @theodorebeers]

Is it better to be affluent and scammed in almost every interaction every day? Maybe, but it damages the soul. And if our fortunes ever turn, how fucked are we? I feel we’re already seeing that happen.

[Donald J. Trump @realDonaldTrump]

Iran never won a war, but never lost a negotiation!