Tuan

[Tuan @Tuankxae]

Musk wants electricity capacity built "as fast as possible." The catch: the fastest way to build it is Chinese solar panels and Chinese batteries. Speed runs through China.

[ElonEconomy @ElonEconomyX]

Elon Musk: "I actually can’t emphasize enough, we need more electricity.
However much electricity you think you need is more than that is needed.
I assure you, If you’re thinking 'Should I build this incremental production capacity of electricity?', yes. Definitely. As fast as possible."

[Tuan @Tuankxae]

When Elon says energy is the currency of the future, this is what he means. 1 TW of solar — nobody else on the planet is even close.

[Megatron @Megatron_ron]

BREAKING: 🇨🇳🇺🇸 China Just Crossed 1,000 Gigawatts of Solar Power - The largest amount any country has ever installed

Equal to the entire electricity capacity of the United States

[Tuan @Tuankxae]

Whether the numbers hold up or not, the fear trade is real — this is the kind of headline that moves markets before the facts are in.

[0xNobler @CryptoNobler]

🚨 BREAKING: ABSOLUTE BLOODBATH!!

🇨🇳 OVER ¥2,500,000,000,000.00 HAS BEEN WIPED OUT OF THE CHINESE STOCK MARKET IN JUST 15 MINUTES.

CHINA IS NOW AGGRESSIVELY DUMPING ALL U.S. TREASURIES IN A DESPERATE ATTEMPT TO STOP THE COLLAPSE.

THIS IS NOT LOOKING GOOD FOR GLOBAL MARKETS…

[Tuan @Tuankxae]

"The real macro problem" — US 10Y at a 19-year high, Japan at a 30-year high. All the world's governments borrowing at decade-highs at once is not a coincidence, it's a regime change.

[Coin Bureau @coinbureau]

Nobody is talking about this.

The world is now borrowing money at the highest rates in DECADES.

🇺🇸 US 10Y: ~5.20%
Highest since 2007

🇬🇧 UK 10Y: ~5.40%
Highest since the 2007

🇯🇵 Japan 10Y: ~3.09%
Highest since 1996

🇫🇷 France 10Y: ~4.72%
Highest since 2008

🇩🇪 Germany 10Y: ~3.62%
Highest since 2009

🇦🇺 Australia 10Y: ~5.42%
Highest since 2011

🇨🇦 Canada 10Y: ~3.93%
Near multi-year highs

🇮🇹 Italy 10Y: ~4.56%
Near its highest levels since late 2023

🇰🇷 South Korea 10Y: ~4.54%
Rising with global bond pressure

This is the real macro problem.

[Tuan @Tuankxae]

Four stages of the American debt story, and the last one is the one nobody wants to hear.

[Peter Schiff @PeterSchiff]

At one time the U.S. was a low debt, low interest rate economy. We then became a low debt, high interest rate economy. After that we got lucky and became a high debt, low interest rate economy. Our luck just ran out. Get ready for our new high debt, high interest rate economy.

[Tuan @Tuankxae]

@gegewu203 是要回关

[Tuan @Tuankxae]

Stocks at all-time highs, 10Y futures at 2007 lows. The stock-bond divergence is now historic — the old diversification playbook is breaking down.

[The Kobeissi Letter @KobeissiLetter]

US Treasuries are lagging equities by a historic margin:

S&P 500 futures have outperformed 10Y Treasury note futures by +23.3 percentage points over the last 6 months, the largest outperformance since 2021.

This also marks the 6th-largest underperformance of 10Y Note futures this century.

This comes as S&P 500 futures have risen +17.6% over this period, trading near their all-time high.

At the same time, 10Y Note futures have declined -5.7%, to their lowest level since June 2007.

To put this into perspective, 10Y Note futures outperformed S&P 500 futures by as much as +40.3 percentage points during the 6-month period in the 2008 Financial Crisis.

Stocks and Treasuries are diverging at a historic pace.

[Tuan @Tuankxae]

@ItaminV35496 来了

[Tuan @Tuankxae]

@jucai66 可以啊

[Tuan @Tuankxae]

Grok 4.7 feels noticeably snappier than 4.6. Same 500k context, but the long-tail latency is way down — long answers just stream now instead of stuttering. Whatever xAI did under the hood, it worked

[Elon Musk @elonmusk]

Upgrades

[Tuan @Tuankxae]

感觉grok4.7明显变快了

[rainbow @lili103103]

马斯克的GROK 今天升级 你们用了吗 能感觉到吗

[Tuan @Tuankxae]

@xk0068 互关

[Tuan @Tuankxae]

@Jacksonbebest 互关

[Tuan @Tuankxae]

@adai2699 浇朋友

[Tuan @Tuankxae]

Leaking benchmarks the night before DevDay is the pettiest power move in AI. I respect it.

[Just_Lingonberry_352 @JustLingonberry]

Google just ruined OpenAI's dev day lmao

Gemini 4 Pro leaks absolutely dominates both Anthropic and OpenAI

This means Fable 5.5 and GPT 6.1 has to price match Gemini 4 Pro now IPO DELAYED 🤣

[Tuan @Tuankxae]

DevDay Eve and Google just dropped a nuke. Two days of leaked benchmarks vs one keynote — rough timing, OpenAI.

[Elon Musk @elonmusk]

Accurate (for now)

[Tuan @Tuankxae]

@chynnahe1 浇朋友

[Tuan @Tuankxae]

@0xbtc0518 浇朋友

[Tuan @Tuankxae]

@RJasonHA 互关

[Tuan @Tuankxae]

@goxionjing 互关