Felipe Encinas

Empty vessels make the most noise

[Samantha LaDuc @SamanthaLaDuc]

Special Article: SpaceX, OpenAI, and Anthropic IPOs

Analyzing upcoming IPOs, whether their valuations are attractive, and the implications for global markets.
h/t @AurelionRsch

https://t.co/rECV8JekBz

[Felipe Encinas @Metrocl]

@AlephEdu hay algo con la base de la UF o eso no afecta? no le he metido calculo a eso, pero si es una locura dividendos han subido 40% en 8 años aprox solo UF (precios casas tb)

[Felipe Encinas @Metrocl]

Sera que empezaran a cambiar de EEUU a China algo de los fondos?

[Bloomberg @business]

Abu Dhabi is considering plans to consolidate Chinese assets housed within two of its wealth funds under a new entity, setting the stage for a radical overhaul of its investment strategy for the world’s second-largest economy https://t.co/g5FtpOmp21

[Felipe Encinas @Metrocl]

@qi83ofc I dont think she is pretty I dont think people look at her face / eyes.

[Felipe Encinas @Metrocl]

@daniel_nunez_a Raro Daniel tuvieron 4 años para eso, justo ahora es la ultra derecha cuando menos le convendria.

[Felipe Encinas @Metrocl]

4 años de tranquilidad en las calles, 0 marchas hay cambio y empieza el webeo espero que la gente se de cuenta quienes son o de que lado son los que rompen, destruyen y no suman en Chile.

[Felipe Encinas @Metrocl]

@tomcasanegra 100% con Basilea se les paso la mano, como todas las cosas bancos eran mas expertos en prestar plata que fondos que básicamente se usan para levantar plata y cobrar fees.

[Felipe Encinas @Metrocl]

@Jihooncrypto I probably agree but everyone learns and adjusts not only one side.

[Felipe Encinas @Metrocl]

@AlexMasonCrypto Lol the 5-9 sigma events that happen like every 100 years are happening about 2 months apart

[gCaptain @gCaptain]

Major marine insurers just cancelled war risk coverage for the Strait of Hormuz. 150+ ships stranded. Rates tripled. One seafarer dead. And this is only day 3 of the Iran conflict.

https://t.co/EbxVEOtQgo

[Felipe Encinas @Metrocl]

@joeroganhq @grok are there any studies that support this theory

[Felipe Encinas @Metrocl]

@KobeissiLetter @grok what are the companies?

[Felipe Encinas @Metrocl]

@JRamirezChacon1 Y las otras con menor Nav? Cual es la explicacion?

[Felipe Encinas @Metrocl]

@JRamirezChacon1 La cago el fee del tipo

[Felipe Encinas @Metrocl]

@JakeNomada HOA?

[Felipe Encinas @Metrocl]

@MoneyRadar_FR @grok please translate

[Felipe Encinas @Metrocl]

@ajnogues Es como las criptos, a la gente realmente le importa eso?

[Felipe Encinas @Metrocl]

Ojo ahí quien es el producto

[Blaze @browomo]

A Polymarket bot developer mass deleted his code last week. I found his Reddit confession before it disappeared.

I'm done. Not because the money stopped. Because I can't sleep anymore.

He built prediction algorithms for 3 years. Made $2.1M. Then wrote 47 paragraphs explaining why he's walking away.

The part that haunts me:

Every time you place a bet, you're not competing with other humans. You're feeding data to systems that learned your patterns months ago. Your hesitation. Your favorite markets. The exact moment you check your phone after news breaks. We have all of it.

He described the architecture:

Layer 1: Sentiment scrapers reading 140,000 tweets per minute. Before a rumor becomes a headline, the position is already built.

Layer 2: Exchange bridges. The bot sees BTC move on Coinbase, calculates Polymarket impact, and executes. Total latency: 80ms. Your finger hasn't touched the screen yet.

Layer 3: Behavioral modeling. They know retail traders panic-sell at -15%. So they push prices to -14.8%. Wait. Then buy your shares at discount when you finally crack.

The worst part? We call regular traders yield. Not competitors. Not opponents. Yield. Like crops we harvest seasonally.

Stop being yield: https://t.co/YXKYWqkItc

He ended with this:

The only retail traders making money are the ones who stopped trading. They just copy the wallets that copy us.

I read it three times.

Then I deleted my indicators. My charts. My strategy.

Because there's no strategy against someone who sees your cards, knows your tells, and moves before you think.

There's only one play left:

Stop being yield. Start being a shadow.

They spend millions on infrastructure. You spend nothing.
They take the risk. You take the same entry.
They do the math. You copy the answer.

In Polymarket, you're either the algorithm or the agriculture.

Choose.

Not financial advice.

[Felipe Encinas @Metrocl]

@JRamirezChacon1 Impresionante hay varias asi

[Felipe Encinas @Metrocl]

@JRamirezChacon1 Tienes o arrancaste? Yo aun IN pero ha estado levemente la cosa, pensé que la noticia de ayer de trump y los institucionales la podía ayudar.