just here to ask questions
Joined August 2012
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Examiner retweeted
it’s crazy that the Right had two years to do literally whatever they wanted and they spent it enriching themselves, bombing iran, and protecting pedophiles
Examiner retweeted
>raised in religious household
>voluntarily joined the army
>viewed military service as a duty to his country
>became a commissioned military officer with high rank after many years of distinguished service
>country enters war he finds morally wrong
>believes his military is committing atrocities against innocent people
>becomes increasingly angry at the crimes he sees being done by his fellow soldiers
>feels a sense of religious duty to stop these atrocities, even if it means dying in the process
>waits for perfect opportunity to strike
>uses his military access to launch a surprise attack on his fellow soldiers, killing many of them
>captured and sentenced to death by firing squad
>be Claus von Stauffenberg, German soldier who turned on and killed fellow Nazi soldiers. America calls you a hero and Hollywood makes a movie about you starring Tom Cruise.
Pic unrelated
Examiner retweeted
if you're wondering why the 10-year is down today even though CPI had a horrible print...which should be causing yields to go up because that means we have a higher chance of a rate hike due to more inflation...
i *think* it's because the bond market wants to see the stock market go down.
and not just stocks, but AI/semi/capex stocks in particular.
the theory i've had over the past couple of weeks is that as we see more issuance of corporate debt in order to fuel capex...that is obviously competing with the long end of the curve for US treasuries
i mean, one can even argue that bond yields we're going to go up regardless of the oil issues because those yields simply couldn't stay at 4% if meta/google/amzn/msft were offering 6-7% on their corporate debt
so the obvious answer now could be for there to be LESS competition with the US 10-year...but the only way for that to happen is for their to be lower-yielding debt from the hyperscalers that are issuing bonds to fuel their capex spend
well...the only way that happens is if the capex stops, slows down, or the cost to build these datacenters drop so that the borrowing costs drop
which is why we have seen yields RISE every day over the past few weeks when semis go up and we are seeing them go down when semis go down...it's like the credit market is saying "we will only buy bonds if you guys stop buying semis"
this doesn't mean that stocks writ-large have to go down, but it does mean that the credit markets are asking for something to break in the equity markets and its like they want semis to be the main culprit. if semis keep going to the moon, cool, but then so will yields and then maybe a 6% 10-year is what breaks everything?
not sure if this theory is right but the objectively true part is the competition between US corp debt and treasuries, if all that corp debt is going to buy semis then when semis go down, it makes sense for treasuries to go up
the easiest way to get SOME relief here is for Trump to end the war so gas/energy comes down and puts relief on inflation...but today's CPI showed the opposite and yields STILL went down because semis got hit
it's a very, very weird time to understand how the bond market is navigating the AI trade
Examiner retweeted
"Bankr is obviously a whole different kind of staking - it's basically a revenue share from a thriving business that's handled over $5.5 Billion in volume. Everything is verifiable onchain so you know exactly where your yield is coming from."
I've been super impressed with the staking program that @bankrbot and @0xDeployer rolled out this week. See what makes it different!
Examiner retweeted
PCE breakdown.
Smaller annual increases in July is something people have noticed. Inflation did not improve in August, the BEA updated methodology and applied those revisions retrospectively this morning, resulting in both the annual headline and core changes being three tenths lower.
Below, we can see despite the lower number today, inflation nudged higher in August, and more crucially, unlike CPI, where core is moving lower, the core PCE is still pushing upwards.
Examiner retweeted
I can’t think of a more deserving group of degens than the Bankr crew, Most of whom have been here since day 1
Going to be nice getting rich with you all
Examiner retweeted
Notice how Bankr isn’t just participating in metas, it’s creating them.
The latest one is the $MUSEBOOK ecosystem, worth 100s of millions.
$BNKR is the flywheel of flywheels
Join da club
bankr.bot/terminal?refCode=P…
Examiner retweeted
just gunna put this here..
current positioning:
- ok computers nft by @dailofrog x @bankrbot
- bankr clubs nft by @bankrbot
- $paws by @grok x @bankrbot
all on @base all @bankrbot related 💁🏻♂️
Examiner retweeted
$bnkr staking goes live in around 72hrs 🫰
but what if @0xDeployer gave a "staking boost"
for alpha bankr club membership nft holders ⁉️
Examiner retweeted
seeing a lot of talk about limit orders. bankr has supported limits for years. the first feature i wanted to build was being able to tell an agent buy me this coin and sell it when it pumps 10x.
bankr also supports twap, stop and trailing stop, and dca. even price triggered automations to do all kinds of weird stuff.
works on base, robinhood chain, ethereum, arbitrum, polygon, unichain, worldchain, bnb, arc and solana.
you can initiate orders by asking the agent or directly on trading pages.
bankr.bot
Examiner retweeted
I launched @on_hover 13 days ago.
Since then, we’ve had:
Hundreds of downloads, thousands of token hovers, and tens of thousands swapped.
But I told y’all I was just getting started.
If the timeline is the terminal, then
it’s time to open the social layer ↓