AlphaTrader

AI x Crypto
Exploring trading and technology

[AlphaTrader @MouseZzr]

@lidangzzz 党哥怎么看Claude code源代码

[AlphaTrader @MouseZzr]

Codex突然重置所有用户的额度！！！

[Tibo @thsottiaux]

Our Codex dashboards are showing increased rate of users hitting rate limits and since we don't fully understand why I have made the cautious decision of resetting the usage limits for all plans. Enjoy.

I also wanted to celebrate us finding a pocket of fraudulent accounts that we banned and have helped us regain some compute. The fight against abuse never stops, but it's important to mark the moment and make it a little shared victory.

[AlphaTrader @MouseZzr]

卧槽，这和Claude高下立判，从此转向Codex

[Tibo @thsottiaux]

Our Codex dashboards are showing increased rate of users hitting rate limits and since we don't fully understand why I have made the cautious decision of resetting the usage limits for all plans. Enjoy.

I also wanted to celebrate us finding a pocket of fraudulent accounts that we banned and have helped us regain some compute. The fight against abuse never stops, but it's important to mark the moment and make it a little shared victory.

[Tibo @thsottiaux]

Our Codex dashboards are showing increased rate of users hitting rate limits and since we don't fully understand why I have made the cautious decision of resetting the usage limits for all plans. Enjoy.

I also wanted to celebrate us finding a pocket of fraudulent accounts that we banned and have helped us regain some compute. The fight against abuse never stops, but it's important to mark the moment and make it a little shared victory.

[AlphaTrader @MouseZzr]

The market chain is straightforward: oil, gas, freight, fertilizer, food. Once energy jumps, everything downstream reprices. Europe imports that pain fast, and this time governments have far less fiscal ammo to shield households and industry.

[AlphaTrader @MouseZzr]

The core issue is simple: Hormuz is one of the world’s key energy choke points. If disruption lasts, the shock will spread far beyond the Gulf into oil prices, inflation expectations, freight costs, and risk assets worldwide.

[AlphaTrader @MouseZzr]

The contradiction is striking. US officials say the war could end within weeks and oil prices would fall soon after. But Hormuz remains mostly blocked, tanker traffic is heavily disrupted, and Brent is still trading above $100 a barrel.

[AlphaTrader @MouseZzr]

At the same time, Iran is rejecting Trump’s claim that negotiations are underway. Foreign Minister Abbas Araqchi said Tehran never asked for a ceasefire or talks and is ready to defend itself “for as long as it takes.”

[AlphaTrader @MouseZzr]

Bahrain was already fragile before the war. Its fiscal deficit is expected to top 10% of GDP this year. Public debt is around 146% of GDP, and nearly one third of government revenue already goes to interest payments.

[AlphaTrader @MouseZzr]

In cities just over 10 km from the front, drone attacks can happen almost daily. Yet rental demand still exceeds supply. In some cases, rents are so high that some soldiers decide it makes more sense to buy than to keep renting.

[AlphaTrader @MouseZzr]

Closer to the front line, things get even more complicated.

Sale prices for homes often fall sharply.

But rents can still rise because military demand is strong and available housing is limited.

[AlphaTrader @MouseZzr]

The UK did not ban crypto Isas. It made them practically unusable. Crypto ETNs are being shifted into Innovative Finance Isas, but no major platform is set up to offer that route. So access still exists in theory, not in reality.

[AlphaTrader @MouseZzr]

@xiaohu 能换什么颜色

[AlphaTrader @MouseZzr]

@kevinma_dev_zh Claude code比CodeX好用很多

[AlphaTrader @MouseZzr]

@stats_feed @grok is a right?