Pedro Elsade

Economista, Finance/Tech

[Pedro Elsade @pedroelsade]

@toninhodocall ? Kkkk

[Economatica @EconomaticaBR]

A Economatica acaba de lançar seu MCP para IA.

O primeiro módulo conecta o @claudeai, da Anthropic, à nossa base proprietária de notícias, além de documentos da CVM, transformando dados financeiros em análises, resumos e respostas em linguagem natural.

https://t.co/RRfG9YKbdJ

[Overheard on Wall Street @OHWallStreet]

When my wife asks how we are going to afford our trip

[The Kobeissi Letter @KobeissiLetter]

The Magnificent 7 stocks are decoupling from the rest of the market:

The 100-day correlation between the Magnificent 7 Index and the S&P 500 Equal Weight Index is down to -0.27, the most negative reading since June 2023.

This means Big Tech and the average stock in the market are moving in opposite directions.

Since 2019, the only other time this correlation was more negative was in Q1 and Q2 2023, when AI euphoria sent tech stocks surging +45% while the S&P 500 rose just +7%.

This dynamic has now reversed as the Magnificent 7 have significantly underperformed the average stock over the last 3 months.

Magnificent 7 stocks have entered another new era.

[Polymarket @Polymarket]

We're excited to announce 'The Situation Room' by Polymarket is coming to Washington, D.C.

The world's first bar dedicated to monitoring the situation. 🧵

[Adam Kobeissi @TKL_Adam]

There it is:

Crude oil prices just rose and fell 30% in the same day, in what appears to be a 5-sigma event. In other words, what happened today occurs once in ~3.5 million observations.

For those who are keeping track, Step #7 of our “Conflict Playbook” is arriving now.

[Tomás Aguirre @t6aguirre]

Brazil just raised the tariffs of GPUs, CPUs, and RAM from 0-2% to 10-20%. The country produces zero (0) of these, but has abundant clean electricity to host datacenters. Couldn't think of a more self-defeating policy at this time.

[Faria Lima Elevator @FariaLimaElevat]

Somos todos macaco Punch

[Teddy - PolyBackTest.com @Bitcoin_Teddy]

trillion dollar idea: sports bar but just for situation monitoring with live X feeds, flight radar, a bloomberg terminal, and Polymarket screens

[Pedro Elsade @pedroelsade]

@juninhobraguim Até consegui pegar uns pullbacks hoje mas com stop mto curto

[Pedro Elsade @pedroelsade]

Dos melhores filmes que assisti nos últimos anos, obrigatório pra quem curtiu Uncut Gems

[DiscussingFilm @DiscussingFilm]

‘MARTY SUPREME’ has become the 4th A24 film to pass $100M worldwide.

[Alex Cohen @anothercohen]

I love how Polymarket was just like “what if we made it really easy to do insider trading” and built a whole company on that

[Faria Lima Elevator @FariaLimaElevat]

O mercado é sempre muito eficiente em projetar os próximos ciclos da Selic 👍

[Lost Internet @LostMemeArchive]

The Original Steam Interface

[NewsWire @NewsWire_US]

BREAKING: Google announces partnership with Polymarket, odds will be integrated into Search & Google Finance.

[Car @CarOnPolymarket]

A Polymarket user figured out who won the Nobel Peace Prize almost 11 hours before the official announcement from the Nobel Committee.

The Nobel Committee just got front-run by the internet.

The market was trading at $0.08 and rose to $1.00, a 100x gain for those who got in early.

This shows how powerful open information markets can be. People across the world pieced together clues, leaks, and betting patterns faster than traditional media or institutions. Not a single mainstream media outlet reported on Machado winning the Nobel Peace Prize before the official announcement. Only @Polymarket got it right.

And for those wondering, Donald Trump did not win the Nobel Peace Prize.

Every week, Polymarket becomes more of a real-time truth engine. predicting events before they’re public. Today was another example.

I would have never guess the Nobel Peace Prize or it's winners would be so bad at keeping information private.

[Pedro Elsade @pedroelsade]

@LucasCostaAT @cocielo A live foi muito bacana! Parabéns pelo conteúdo

[Dexerto @Dexerto]

A study has shown that 73% of players would be willing to verify their identity to prevent cheating in games

(via: PlaySafeID)