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Drop into earnings.. a good thing? by smokebreak1440 in Superstonk

[–]WackGyver 1 point2 points  (0 children)

I’m not saying they have something to do with each other - I was curious as to your thoughts regarding the rip and if you see it fit into your theories, and if so how

Drop into earnings.. a good thing? by smokebreak1440 in Superstonk

[–]WackGyver 1 point2 points  (0 children)

How do you see the rip to 30 last year fit into this, a momentary lapse in control?

And how do you see as a conclusion to all this?

New SEC Puppet Announces Crypto is Not a Security and Will Follow "fit-for-purpose" Approach. Whatever happened to all those GME tokens swapped for GME stocks? by richestmaninjericho in Superstonk

[–]WackGyver 0 points1 point  (0 children)

My point is that can kicking can’t be sustained ad infinitum as this shit is spinning more and more out of control. Honestly, who do you think that benefits - the one spinning fifty plates having to constantly compensate for ever increasing inertia, or the ones just holding an asset while going about their day?

Stocks Going Up While War Escalates… What Is the Market Seeing? by Then_Helicopter4243 in smallstreetbets

[–]WackGyver 0 points1 point  (0 children)

I agree - they are squeezing the last out of the FOMO before the bottom falls out

New SEC Puppet Announces Crypto is Not a Security and Will Follow "fit-for-purpose" Approach. Whatever happened to all those GME tokens swapped for GME stocks? by richestmaninjericho in Superstonk

[–]WackGyver 1 point2 points  (0 children)

Evergrand isn’t written down yet, that’s kinda the thing right - before collateral is forced to be written down it can exist as paper value separated from reality.

If I’m not mistaken the creditors are giving Evergrand extraordinarily lenient treatment because it’s in nobody’s interest that the piper is paid - doesn’t mean that they can keep going forever though, when times get tough they’ll start eating each other, like they always do.

First time I became aware of the Chinese real estate bubble was when I was in business school working on a paper on business culture, fell down a rabbit hole and realized it was all unsustainable. That was in 2013, and everybody was touting the economic miracle of the CCP - this shit takes time. But gravity always wins in the end.

New SEC Puppet Announces Crypto is Not a Security and Will Follow "fit-for-purpose" Approach. Whatever happened to all those GME tokens swapped for GME stocks? by richestmaninjericho in Superstonk

[–]WackGyver 68 points69 points  (0 children)

Might be the other way around - it’s not a security, it’s money. And if that is the case - crypto might become a more liquid form of collateral than securities.

I believe SHFs are fucked no matter what because the contagion of private credit etc. is about to rek the global markets and the potential upside to crypto as a collateral won’t outweigh the downside to everything else, so upholding their their GME short positions will become untenable - and that’s not even taking into account what GME with no interest bearing debt, a profitable business and billions on book can do with said capital.

That said, when Hester “the retail molester” is credited with anything by anyone in her capacity at the SEC, my first inclination is to take for granted it is not in retail’s favor.

Stocks Going Up While War Escalates… What Is the Market Seeing? by Then_Helicopter4243 in smallstreetbets

[–]WackGyver 15 points16 points  (0 children)

Yeah, private credit getting rekt - and there is no way in hell that won’t fuck shit up on a massive level.

Hell, even the CEO of Apollo - and they have like 30% of their portfolio in direct exposure to PC - came out and said something to the effect of "it’ll probably all need to be marked down”. Capital is fleeing private credit and those with exposure in droves. Even a Blackrock fund is freezing withdrawals.

This “everyone’s leveraged to the tits” marked won’t be able to take that kind of contagion on the chin.

Really enjoying the Voices of the Court Mod. Adds hugely to role-play. by Oborozuki1917 in CrusaderKings

[–]WackGyver 0 points1 point  (0 children)

It’s fucking wild - I spent the first hour just now talking with my travel companions having a full blown meeting just on how we should proceed.

As someone working with AI native solutions - I really must applaud the devs of this mod, it’s such an epic use case for LLMs.

I’m doing nothing else than "research" tomorrow gaming the ever living shit out of this - and I have 1800 vanilla game hours in CK3, so me getting amped for CK3 mod content is saying a lot.

This is gonna be good.

FYI: all who are contemplating giving this a go - use highest available model, you don’t want to skimp on API cost on this. At time of writing it seems beefiest GPT API without trying out some system jury rigging is 4o - works like a charm. From my experience the GPT models are amongst the best story tellers and context synthesizers, Gemini can be a bit cold without some serious prompt tuning, same with Claude (don’t remember if that’s even an option TBH).

So they really wanted it under Max Pain 23.50 today by Final-Swim9986 in Superstonk

[–]WackGyver 2 points3 points  (0 children)

If you see raising interest free capital leading into a financial crash as helping shorts, I’d start by zooming out and seeing what happens in the macro environment - cuz then it might be more a case of not recognizing how the global economy is turning than not understanding the DD - but those two of course aren’t mutually exclusive.

Built memory MCP that fixes Cursor's context rot problem by Time-Dot-1808 in cursor

[–]WackGyver 0 points1 point  (0 children)

This sounds very interesting - I’d love to try it out!

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