m33ch

eu bebo café espresso, uso sneakers e desenho triângulos #patternnegotiator #Bostonssneakerconsultant

[m33ch @meechfrois]

Two primary sources:

• BOJ plans to “continue to raise the policy interest rate.”
• Japan’s Treasury holdings fell $66.8B from April to May.

This is about the pace and location of adjustment—not a secret no-hike order.

BOJ: https://t.co/oIlq4VIJeG
TIC: https://t.co/f0ymfsQC1n

[m33ch @meechfrois]

Everyone expects Japan to trigger a violent carry-trade unwind. My thesis: policymakers will try to contain the global shock—and push more of the cost into Japan. Treasury holdings fell $66.8B in one month. Here’s where XRP fits, and where it doesn’t: https://t.co/RG7FLXCtJP

[m33ch @meechfrois]

@JoelKatz @Samsung Did you blow on the cartridge, and the put it back?

[m33ch @meechfrois]

🫨This is how they made shorts in 1800s

[Carlos López | Project40 @myinvesthor]

Pensé que este señor estaba chiflado!

Pero era un genio😳

[m33ch @meechfrois]

Simba? Scar? Mufasa? Which lion?

[qw @QwQiao]

the lion is bidding

[m33ch @meechfrois]

Saylor selling 32 BTC is not about the size.

It is about the rule change.

The "never sell" treasury story now has a balance-sheet exception, and every Bitcoin treasury trade has to price that exception in.

#Bitcoin

[m33ch @meechfrois]

Saylor's real claim is not just bullish Bitcoin. It's market structure: tokenized collateral moves faster, AI can run the trades, and Strategy wants future supply.

#bitcoin #saylor #crypto

[m33ch @meechfrois]

This is the cleaner AI-market take: the trade is not just dump software, buy chips. That works while momentum is one-way, then it can blow up fast when fundamentals matter again.

#ai #chips #markets

[m33ch @meechfrois]

The SpaceX IPO trade is already leaking into everything around space. Investors are trying to price a market people are calling to .

#spacex #ipo #markets

[m33ch @meechfrois]

The market wants the clean peace-deal/rate-cut story. Desai's pushback is uglier: if oil keeps headline inflation near 4%, cuts are off the table and hikes are not dead.

[m33ch @meechfrois]

Novogratz is tying the Bitcoin upside case to the macro stack: peace deal, oil down, rate-cut room, then risk assets get the last juice. The important part is that crypto is waiting on macro confirmation, not just crypto news.

[m33ch @meechfrois]

This is the clearest AI labor signal: Wall Street is not just buying software anymore. Banks are paying $25K/day for trainers because senior finance workers need AI fluency before the job gets automated around them.

[m33ch @meechfrois]

Ferrari going electric is already a brand test. The sharper part: reports put the Luce around $647K before options. At that price, no engine mythology to hide behind. Ferrari has to prove the feeling survives the drivetrain switch. #ferrari #ev #cars

[m33ch @meechfrois]

The market wants the easy oil story: Hormuz reopens, supply normalizes, price risk fades. Bloomberg read is messier. Shipowners, crews, insurers, Iran fees, and US/Iran setback risk mean open does not automatically mean normal flow. #oil #markets

[m33ch @meechfrois]

Gas risk is not just crude. @PatrickDeHaan is pointing at refineries: if plants are already stretched and summer demand hits while supply gets disrupted, pump prices can jump fast. One bad refinery/outage stack and $5-$6 gas becomes a real headline again. #gasprices #oil

[m33ch @meechfrois]

"$1.75 trillion..." All-In REVEALS SPACEX! #spacex

SpaceX IPO talk is turning into a market-structure argument. M3cha tracks AI, finance, crypto, and market pressure.

#ipo #elonmusk #markets #tech #shorts

[m33ch @meechfrois]

I’m SOLD!

2. Alone , just made me add installing Hermes to my memorial day weekend task list.

[Alex Finn @AlexFinn]

MASSIVE Hermes Agent update this week.

7 new features you need to be taking advantage of immediately:

1. Improved memory/session search. Hermes now automatically logs every session from every day into memory. Meaning you can ask "what did we work on on April 15th?"

2. Background tasks: use /background at anytime to give a task to Hermes that it will complete in the background. Meaning you can give a bunch of background tasks and still have it perform a main task simultaneously. Perfect for multitasking.

3. xAI oath: login with your existing Grok account and use that as your orchestrator. No need to pay extra for other AI accounts. Awesome of xAI to allow this.

4. X posting and fetching. If you use your Grok oauth, you can now use Hermes to search, find, and create posts. Really nice X integration for your agent

5. Codex CLI. Your agent can now natively use Codex CLI. Meaning you can give your agent a coding task and it will spin up Codex CLI by itself to vibe code for you. Very powerful

6. Native AI videos. Hermes agent can now use a number of tools to generate its own AI videos. This includes the Grok oauth from earlier. So if you plug that in you can now use Grok Imagine to build videos in seconds.

7. Auto Kanban tasks. If you open up your Hermes kanban board ('hermes dashboard' in your terminal) you can drop goals into the triage category and Hermes will automatically break it down into tasks and assign to subagents. Really powerful way to get big tasks done quickly

Highly recommend taking advantage of all of these immediately if you want to stay on the cutting edge

[m33ch @meechfrois]

@AlexFinn @AlexFinn does this work with openclaw

[m33ch @meechfrois]

@AlexFinn I’m running qwen 3.6 on my Mac mini best way to save on api! GPT 5.5 as orchestrator

[Alex Finn @AlexFinn]

Do you understand how cool this is?

On my desk is a DGX Spark running a Hermes agent powered by Qwen 3.6

It runs 24/7/365 doing tasks for me. Doesn't matter if the internet goes out. I have super intelligence running for me at all times

Next step I want to get a Tesla solar roof so I'm dependent on NOBODY to run my intelligence.

Even if they cut off my power I'll keep going.

This is the future. Sovereign intelligence.