mareram

Lo importante es equivocarse un número par de veces

[mareram @mareram_]

@julian_chandal Invertir en qué piensas?

[Hector Socas-Navarro @hsocasnavarro]

Ya está disponible la versión online de la entrevista en El País @el_pais

https://t.co/TVVvkxP5Yb

[mareram @mareram_]

@alex_an_drin @jolyvincent4 @QuangThaiNgo1 32 es divisible por 16 y por 8, pero no por 128, que es su producto

[Gaston Giribet @GastonGiribet]

Habrán leído ya sobre la noticia del día: el anuncio de una aparente solución del llamado "problema del milenio de Clay sobre la ecuación de Navier-Stokes". La noticia ha aparecido en varios sitios, incluyendo Scientific American [1] y New York Times [2], y pronto habrá más [3].

[OpenAI @OpenAI]

We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics.

The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra.

The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.

[Adrián Sussudio (el de los libros) @AdrianSussudio]

La gente no cambia, a no ser que reciban una gran hostia.

[Alejo @ecommartinez]

🚨 ULTIMA HORA: le sacaron el tumor a 1.137 personas, lo secuenciaron entero y dejaron que un algoritmo decidiera qué 34 puntos débiles había que atacar en cada una.

Merck y Moderna acaban de anunciar que ese ensayo superó la Fase 3.

A cada paciente le fabricaron una vacuna que no sirve para nadie más, con dos piezas:
- El intismeran autogene, la lista de dianas que el modelo eligió dentro de su propio tumor
- El Keytruda, el fármaco que suelta el freno del sistema inmune para que persiga esa lista

Juntos ganaron. El Keytruda por su cuenta, no.

Y no era un experimento de laboratorio. Melanoma de estadio IIB a IV, todos ya operados. El grupo vacunado tardó más en recaer y más en desarrollar metástasis a distancia.

Lo que nadie quiere oír: es la primera vez en la historia que una terapia de ARN mensajero contra el cáncer gana una Fase 3. Todo lo que se prometió desde el covid dependía de este resultado.

Hay una condición incómoda. El algoritmo se congeló antes de empezar, porque los reguladores exigen un producto estable. Nadie tocó una línea en cinco años.

El detalle que casi nadie cuenta: lo que se acaba de validar es un modelo de 2021. La versión que Moderna tiene hoy lleva cinco años de mejoras encima y todavía no ha entrado en ningún ensayo. Esto es el suelo, no el techo. Y la FDA aún no ha aprobado nada.

[mareram @mareram_]

@jaimeelijah21 @ALXAM13 Cuestión totalmente secundaria, pero crane es una palabra en inglés que significa algo muy distinto a como la estás usando

[Sebastián Puig ⚓ @Lentejitas]

Estos carcamales geniales, ya en la ochentena, llevan más de seis décadas al pie del cañón rockero. Cualquier duda o bajón a mis 62 tacos se me disipa al verlos

[Camilio Daccache @CamilioDacc]

Une des plus surprenantes reprises de «House of the Rising Sun», celle de Dolly Parton en 1980 revue et corrigée façon country (et incluse dans son album «9 to 5 and Odd Jobs»)
Vidéo extraite du «Tonight Show» de Johnny Carson (novembre 1980)

#DollyParton #HouseOfTheRisingSun

[​𝐥𝐲𝐫𝐚 @sunnkssdseraph]

So friedrich nietzsche has a quote, and it's arguably one of the most brilliant things I've ever heard. And I think you need to hear it. It goes like this, "most people do not think, they repeat, they adopt the opinions of those around them, wear them like borrowed clothes and call it a worldview. And when you dare to think for yourself, really think, they will not admire you for it, they will resent you because your refusal to conform is a mirror they did not ask to look into. The unexamined man does not hate you because you are wrong. He hates you because somewhere beneath the noise he suspects you might be right."

[CardiovascularCorner @TrackYourHeart]

Most likely cause of syncope here:
A. Arrhythmia
B. Hypoglycemia
C. Valsalva-induced reflex
D. Seizure

[Sabine Hossenfelder @skdh]

Physicists may have found the origin of gravity. And that would finally explain why gravity is different from the other forces of nature.

[𝓐 ⭑ @ayojoestar]

WAIT WAIT WAIT — SO APPARENTLY IF YOUR BRAIN TREATS A REQUEST YOU WERE ALREADY ABOUT TO FULFILL AS A THREAT THE MOMENT SOMEONE ASKS YOU TO DO IT, THAT'S ACTUALLY AN ADHD THING??

Yes. It even has a clinical name.

[mareram @mareram_]

@deebayleaf Very fan of the mother's faces

[mareram @mareram_]

@KikeljGregor @bublboie @burkov That exchange is very sloppy. It isn't always possible to do that

If you satisfy the conditions of this theorem, you are ok

[mareram @mareram_]

@burkov Dominated convergence theorem...

[SightBringer @_The_Prophet__]

⚡️What happened is simple:

Global liquidity rose, but the transmission channel into Bitcoin broke.

That chart treats “more global M2” as though new money automatically becomes marginal demand for BTC. That was never the real mechanism. Bitcoin rises when expanding liquidity actually reaches risk-taking balance sheets and somebody becomes the marginal buyer.

In this cycle, a large share of the liquidity expansion has been absorbed elsewhere: sovereign funding needs, domestic credit systems, higher long-end yields, money-market instruments, gold, AI capex, and balance-sheet repair. Meanwhile Bitcoin has had its own constraints: damaged market depth after the prior deleveraging, inconsistent ETF absorption, a hostile bond market, and investors demanding a higher hurdle rate for speculative duration.

So the clean historical chain:

M2 expands → financial conditions ease → capital moves outward on the risk curve → BTC absorbs it

became:

M2 expands → liquidity gets trapped or absorbed upstream → BTC never receives the marginal bid.

That is the error in the “Global M2 leads Bitcoin by X weeks” model. It confused a correlation produced by prior transmission regimes with an invariant law.

There is another tell in the chart: “10-week lead.” Once an indicator requires a fixed arbitrary lead and carefully aligned dual axes to look predictive, the burden shifts to the mechanism. If the mechanism cannot explain why ten weeks should persist across regimes, the visual fit is doing more work than the economics.

The deeper conclusion is:

Bitcoin does not trade on the quantity of money. It trades on the velocity of permission for money to take risk.

Global M2 can explode while Bitcoin falls if the marginal dollar is being commanded by fear, yield, collateral demand, or institutional constraints.

So the signal here is not that liquidity stopped mattering.

Liquidity lost sovereignty over Bitcoin because transmission became the bottleneck.

And until that bottleneck clears, rising global M2 can keep looking spectacular on a chart while BTC sits there refusing to obey.

[Angélica @shaqt3]

Acabo de ver el montaje de Javier Castro "Los colores del eclipse" y me parece de una brutalidad...

[mareram @mareram_]

@mayorcete @aliaga88153012 @Pedro_Torrijos Cada SEIS meses aprox tienes eclipses solares, pero no tienen por qué ser totales y caen cada uno en un punto distinto del planeta