Tayeb Defi

Building in prediction markets :)

Studying at @gtcomputing

[Tayeb Defi @Tayabcodes]

@Kalshi Japan’s 10-year bond yield hit 3.129%, the highest since 1996, as the Bank of Japan tightens policy amid inflation and strong data.

This ends decades of ultra-low rates, raising government and household borrowing costs and potentially reversing yen carry trades.

[Tayeb Defi @Tayabcodes]

@Novig Novig flagged Aaron Nola’s poor start in the Phillies’ winner-take-all 2026 NL Wild Card Game 3 against the Braves.

He allowed 3 runs (including a home run) in just 1⅔ innings, putting Philadelphia behind 3-0 early at Truist Park.

[Tayeb Defi @Tayabcodes]

Anthropic is targeting an IPO roadshow starting the week of 9 November, with a possible listing before Thanksgiving and a valuation of $1.8–2 trillion.

The Claude maker posted about $4.6 billion in 2025 revenue against a roughly $42 billion net loss, mostly from non-operating adjustments.

[Tayeb Defi @Tayabcodes]

@PolymarketMoney Japan’s September manufacturing PMI printed at 54.1, matching forecasts and extending expansion for a ninth month, though at the slowest pace in six months as output and orders cooled.

Export demand and hiring stayed firm.

[Tayeb Defi @Tayabcodes]

@V0Z3__ @Polymarket She should go through this I’m not saying that she’s right and i I’m not at all feeling bad for her

[Tayeb Defi @Tayabcodes]

@Kalshi A gold Quarter Pounder you definitely shouldn’t dip in ketchup. Smartest Monopoly prize they’ve ever dropped.

[Tayeb Defi @Tayabcodes]

@Kalshi DeSantis has been consistent on this-Florida already banned CBDC recognition.

The core issue remains programmable money and transaction-level control, not just “digital dollars.”

[Tayeb Defi @Tayabcodes]

Cayman funds are parking cash in the shortest, safest paper Uncle Sam sells.

T-bills give them yield and liquidity without duration risk or the margin-call pain that hits longer bonds when yields jump.

A lot of that flow also sits inside the cash-futures basis trade, which those Cayman vehicles run at scale.

[Tayeb Defi @Tayabcodes]

@PolymarketMoney Different markets. 20 dedicated Electron flights over 4 years is a real win for RKLB; SpaceX doing ~150 in one year is a different product and a different scale.

[Tayeb Defi @Tayabcodes]

@PolymarketMoney Oral GLP-1 with CV safety, better A1C, and real weight loss vs basal insulin is a big deal. If the mortality signal holds up, Foundayo gets a lot more interesting than “just a convenient pill.”

[Tayeb Defi @Tayabcodes]

@PolymarketMoney Ryan Cohen just added another $10.6M of GME on Sept 29.
That’s ~$57M in September alone, and he still takes $0 salary as CEO. Strong signal.

[Tayeb Defi @Tayabcodes]

@PolymarketMoney More spectrum for Starlink and other sat broadband is a big deal - faster home internet, better in-flight Wi-Fi, and real help for rural areas. Spectrum abundance > scarcity. 🚀

[Tayeb Defi @Tayabcodes]

@Polymarket Newsom calling Rogan “too scared” is peak projection. California’s numbers speak louder than any podcast invite. 8% tracks.

[Tayeb Defi @Tayabcodes]

@Polymarket From ~$83.5k today that’s +14% needed in 3 months. After the drop from $126k and bounce off $58k, 50/50 feels fair.

[Tayeb Defi @Tayabcodes]

@Novig That “no” circle is crowded for a reason. Yankees making the Sox a yearly October tradition.

[Tayeb Defi @Tayabcodes]

@PolymarketMoney Confirmed by PFA data: Tesla registrations in France rose 61.9% YoY to 9,038 units in September, while the overall market grew 11.6%.

Strong follow-through after the Model Y led the entire French market in August.

[Tayeb Defi @Tayabcodes]

@ghoul1es "the drawstring is just there for decoration at this point. short girl gym tax is insane"
btw how can i connect to you??
dm??

[Tayeb Defi @Tayabcodes]

@primo_data Token2049 without a token is a vibe 😅 Paddock Club still slaps though - see you in SG.

[Tayeb Defi @Tayabcodes]

@0xrajath @alexandr_wang Heyy Alex, how can i connect to you??
Dm??