"Lamento que Flavio se haya ido de Brasil, porque podría probar acá que las acusaciones no son verdaderas. El acto de salir de Brasil es una vergüenza. Cuando me pidieron mi pasaporte, lo entregué. Para la familia Bolsonaro, Brasil es la segunda patria: la primera es EEUU"
Lula
cuando empecé a invertir me creí todo eso del siglo chino y me metí de lleno a stocks chinos, me pegué tal hostia que ahora solo me río cuando veo a desgraciados seguir perdiendo dinero allí
ahora full S&P500 y cortisol a mínimos
> Anthropic now uses Claude inside real drug programs at 6 companies and runs its own, including muscular dystrophy work that could reach human trials as soon as late 2028.
> Claude handled far more than molecule ideas: it generated roughly 35K antibody designs in about a month, coordinated 11 outside labs for a one-person biotech, and caught 7 manufacturing issues human reviewers missed.
> The work remains mostly preclinical, though Anthropic’s in-house programs could put a drug into human trials as soon as late 2028.
The CFSG formalization is 4x larger than Anthropic's FLT and twice larger than OpenAI's math dump. It is ahead of the exponential fit to the largest formalization. And we have something else coming soon...
Since GPT-6 Astra launched on September 3, PCB fabs, AI tool makers, and independent engineers have run PCB design tests with it. We follow this topic closely, so we read and summarized all available reports. The boards are two to six layers, Freerouting often did the routing, and none of the reports says how much cleanup it took to get to a board you would send to fab. We also looked at the gigabit switch an engineer at @OpenAI posted this weekend.
https://t.co/xQhaP87ICC
That's very cool.
The limiting factor will become the 10 year trial/approval process. Maybe they will also use AI to review and approve? Maybe from a competing brand? 😂
China lleva 11 semanas seguidas en rojo y va camino de la 12. Es la peor racha de la historia del CSI 300.
El índice de las 300 mayores empresas chinas ya está en mercado bajista: cae un 20% desde el máximo de junio y está en mínimos de 15 meses.
¿Es la burbuja inmobiliaria? No exactamente. Esa lleva pinchándose desde 2021 y el precio de la vivienda nueva sigue cayendo.
Lo que hunde ahora la bolsa es otra cosa: resultados empresariales que decepcionan, Pekín sin un gran paquete de estímulo y la venta de tecnológicas por las dudas sobre la IA.
El "equipo nacional" del Estado ya compra ETFs para frenar la caída. Por ahora solo consigue rebotes.
🚨 SOMETHING MASSIVE IS HAPPENING BEHIND THE SCENES IN CHINA!
While everyone is focused on the stock market crash, something much bigger is happening in the global financial system.
And almost nobody is paying attention.
Chinese AI stocks have plunged more than 40%, exposing serious problems in the sector.
Meanwhile, China is selling over $100 BILLION in U.S. Treasuries, marking its biggest selloff since 2007.
But here's where things get interesting.
China's gold reserves have reached a record $325 BILLION.
Think about what's happening:
→ Chinese AI stocks are collapsing.
→ China is reducing its U.S. Treasury exposure.
→ Gold reserves are reaching record levels.
→ New financial infrastructure is being built outside the U.S. dollar system.
THIS IS NOT A COINCIDENCE.
China is working to reduce its dependence on the U.S. dollar.
And GOLD is playing a major role in that strategy.
Here's what most investors are missing.
In July 2026, Hong Kong's government-backed gold clearing system entered trial operations, with connections to the Shanghai Gold Exchange.
China is also expanding its international gold storage network and developing blockchain-based payment infrastructure.
The goal is simple:
REDUCE DEPENDENCE ON THE U.S. DOLLAR AND STRENGTHEN THE YUAN'S ROLE IN GLOBAL FINANCE!
And China isn't alone!
Central banks around the world are reconsidering how they manage their reserves.
Look at what's happening:
→ China has purchased gold for more than 23 consecutive months.
→ South Korea has resumed gold purchases after 13 years.
→ Several countries are reducing their exposure to U.S. Treasuries.
→ Central banks are increasing their gold allocations.
→ European countries are reassessing where their gold reserves are stored.
THIS IS MUCH BIGGER THAN A STOCK MARKET CRASH.
For decades, the U.S. dollar has dominated international trade, payments, and global reserves.
But that dominance is facing new challenges.
Countries are looking for ways to protect their wealth, diversify their reserves, and reduce their dependence on the American financial system.
And gold is becoming an increasingly important part of that process.
Here's how everything connects:
China reduces U.S. Treasury holdings → Gold reserves increase → Alternative payment systems expand → Dependence on the dollar declines → The global financial system begins to change.
And the consequences could be enormous.
Lower foreign demand for U.S. Treasuries could put upward pressure on American borrowing costs.
Higher borrowing costs would create even more problems for an economy already struggling with inflation and expensive debt.
Meanwhile, the growing role of gold could accelerate changes in how central banks manage their reserves.
THE BIGGEST RISK IS THAT THESE CHANGES ARE HAPPENING AT THE SAME TIME.
This isn't just about China.
It's about a broader shift in the global financial system.
And these transformations don't happen overnight.
They develop slowly, often without attracting much attention.
Until the consequences become impossible to ignore.
I've spent years studying market cycles, liquidity, and major economic turning points.
And I believe this is one of the most important developments investors should be watching.
The 2026-2027 cycle will be extremely challenging for anyone who ignores these risks.
Follow and turn on notifications if you want to stay ahead of the next major market moves.
SAVE THIS POST!
A lot of people will wish they had paid attention sooner!
🚨 BREAKING: JAPAN IS NOW URGING CITIZENS TO STOCKPILE FOOD AND WATER! 🇯🇵
Japanese Minister Goshi Hosono has announced plans for an emergency appeal urging households to prepare at least 3 days, preferably an entire week, of essential supplies.
Alright, now this is getting SERIOUSLY concerning. 😳😳😳
WHY THE HELL ARE WE HEARING SIMILAR WARNINGS FROM GOVERNMENTS ACROSS THE WORLD?
Food shortages. Power outages. Cyberattacks. Critical infrastructure failures. Emergency supplies.
Different governments. Different continents. An increasingly familiar message.
Are we witnessing an extraordinary coincidence, or a GLOBAL COORDINATION?
And if governments are coordinating their preparedness, what exactly are they preparing for?
Because these warnings are becoming very difficult to ignore. 👀
⚠️ATENCIÓN⚠️
PRIMERO REINO UNIDO, AHORA EL PENTÁGONO: ¿LOS GOBIERNOS SE PREPARAN PARA UN MUNDO SIN LUZ?
👀 No es casualidad que pase casi en la misma semana.
¿Qué es lo que pasó⁉️
🚨 El Pentágono quiere que todas sus bases militares importantes en EE.UU. puedan funcionar 90 días sin ayuda externa: sin red eléctrica, sin combustible, sin agua y sin cadenas de suministro.
🚨 El plan se llama FORTRESS y está pensado para una guerra grande que pueda tumbar la red eléctrica y cortar el abastecimiento dentro del propio país.
🎯 ¿Cómo lo harían? Con reactores nucleares portátiles, baterías gigantes y microrredes que se desconecten de la red civil.
▪️ Además, acumularían municiones, combustible, minerales críticos e insumos médicos, y ya identifican fábricas civiles que podrían pasar a producir para defensa.
▪️ El vocero del Pentágono lo resumió así: "La energía ahora es combate. Sin electricidad, perdés comunicaciones, agua, logística y el mando militar."
🧨 Y esto se suma a lo que vimos la semana pasada:
▪️ Reino Unido pidió a cada hogar que tuviera comida, agua y efectivo para 3 días, y nombró los ciberataques entre los riesgos.
▪️ La falla PHP2Shell obligó a gobiernos, bancos y aerolíneas a apagar sus sitios web.
▪️ Microsoft confirmó que hackers alineados con China ya usan agentes de IA para atacar empresas.
▪️ Y la guerra con Irán mantiene el petróleo por encima de los $110.
¿Creés que los gobiernos saben algo que nosotros no⁉️
they’re calling it “the AI bubble” and i don’t think people realize how serious this is
in the last 4 months there has been a 40% crash in China’s AI-heavy STAR50 index. about $480 billion in market value gone. not in a decade. not in a year. in less than 4 months
any ONE of these would normally be the biggest story of the year
Unitree: robot maker. retail buyers oversubscribed its listing 8,000 times. shares halved since it started trading in August
MetaX and Moore Threads: chipmakers that jumped 700% and 400% on their debut day last year. both halved since July
CXMT: chipmaker. lost more than a quarter of its value in the past month
Innolight and Eoptolink: optical parts makers. down about 60% from their June and July highs. Washington is moving to ban them from supplying US data centers
CSI 300: China’s blue chips. down about 20% from their June highs
Nasdaq: 6% off the record it hit three weeks ago. US AI stocks led the drop
Neoclouds: Elon Musk says debt markets have “almost entirely shut off” money for firms living off AI data centers. of the 200+ neoclouds, “not many” make it through
and that’s not even the whole list
AI stocks are 42% of China’s market value and 57% of its trading, per Goldman Sachs. a market of small investors. few escaped the pain
investors are saying it could get worse before it gets better. a New York Times opinion piece warns there is more US money in AI-heavy stocks than in homes, and a crash could destroy more wealth than 2008 did
if you own a tech fund, AI stocks, or anything tied to data centers you are potentially affected
after the crash the STAR50 still trades near 100 times earnings. the Nasdaq 100 trades at 30
follow me. i’m tracking whether the Nasdaq’s 6% dip turns into China’s 40% crash
🚨 ÚLTIMA HORA: CHINA SACUDE LOS MERCADOS.
🇨🇳 750.000 MILLONES de yuanes evaporados en 5 MINUTOS.
📉 Las acciones de IA caen más de un 40%.
⚠️ CRECE LA TENSIÓN EN LOS MERCADOS GLOBALES.
Cost of software engineering is going to $0.
As someone who used to charge for software engineering work up to $16K/m solo or $25K/m with my agency, this is really disturbing.
If AI can do what I charged absurd money for, and can do it BETTER AND FASTER AND CHEAPER than me...then:
Who am I?
What's my job?
How will I feed my family?
Now doomsday is not really my thing, so I'm trying to flip the situation to my advantage.
My 2 current bets:
1. Local software is viable now
I'm building a Serbian local services marketplace. Basically 0 "real" competition, most just hobby projects. Gonna be the cash machine, if it can survive the current cash burn until SEO and word of mouth kicks off.
2. Future is just letting AI do its thing.
So I'm building a system that lets Claude access all the stuff my business uses: ads, SEO, analytics, product, profit/loss - and letting Claude drive the business forward, without needing me or my MacBook.
Now I'm REALLY excited about that bet #2. I'm now building automated system for Claude for:
Software Engineering
Design
SEO
Meta Ads
Google Ads
Analytics
Product
Alerts & Crashes
Customer Support
Social Media
and more...
The idea is: we create a playbook for each, we run with me watching over everything until I can trust the AI, then more and more gets automated until eventually all I do is just tap "approve"...or maybe even that goes away and I just get "here's what I did / will do today".
And AI has access to data/analytics, so it learns with every action and improves over time.
Business on autopilot.
I already have this set up for social media - posting and growing on autopilot. And I'm building for all the other parts of the business.
Once the system is done in a few weeks, AI will be doing the work of like 10 people, on autopilot...for the price of $200/m.
Absurd value.
I'm not sure what to do with it yet, though.
Let me know if you're interested in automating parts of your business - I'd love to hear where are you burning time/money/energy and if I can help automate the problem away.
Axiom says its AI agents formalized a 15,000-page mathematical proof in just 24 days, largest proofs in mathematics.
Built by over 100 mathematicians across decades, the proof classifies the fundamental building blocks of finite symmetry.
With human guidance, the agents translated it into Lean, making every logical step computer-checkable and repairing errors along the way.
AI tackling an entire interconnected body of mathematics, with results others can verify. A major milestone.
We are witnessing history unfold. Again. Every day now.