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started testing a new long-only momentum strategy

goal is to significantly beat key benchmark indices with reduced drawdown - like 2x sharp ratio

back-tested till january 2000
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there are only two that actually showed off being body touched by jensen:

1/ alice huang

2/ near
Last week, NEAR Co-Founder @ilblackdragon was touched on the arm by Jensen Huang, Founder of @nvidia 💻

They were joined on stage by the other co-authors of "Attention is All You Need".

Learn about that touch and the intersection of AI and blockchain:

bit.ly/4cpRXGl
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0xJason👾 retweeted
Super-voting shares (10x votes for founders) barely existed in tech until @Google’s 2004 IPO. After that they became the standard way Silicon Valley founders locked in control even with a small ownership stake.

@Nvidia went public in 1999, before that shift. One share, one vote. Jensen owns ~3.6%. The board can remove him by simple majority.

If Nvidia had IPO’d a few years later, dual-class shares almost certainly would have made ousting him nearly impossible, scandals or not. That’s the real difference between the old tech IPO model and the post-Google one.
NVIDIA announces CEO transition. Read the release: nvidianews.nvidia.com/news/nvidia-an…
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东邪西毒南帝北丐中神通,西毒走了,谁是能接替他的西狂?
这才是真正的“华流的才是最屌的”
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did satoshi nakamoto also have an affair?

ouch
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the most bull shout about an asset is usually heard during its distribution phase - when smart money / early investors sell them to retails / late comers
🔥 INSIGHT: Grayscale says active Zcash developers have doubled in two years, outpacing the rest of crypto.
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the $100b number shouldn't be far off as we are approaching year end already

bullish on $SPCX
Elon Musk: SpaceX is tracking to crack $100 billion ARR by December, up from about $15 to $16 billion last year.

He thinks December 2027 clears $500 billion!

Adding that "A trillion is not out of the question"

Does $SPCX really clear $500B ARR by the end of next year?

FT nCapital.
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anthropic is the fastest value creating company ever in human history

i simply can't get those idiots fudding about its valuation being $1T instead of $2T - does that even matter
Anthropic says it's chasing a $40 trillion+ knowledge-work market and $2 trillion+ in life sciences.
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i never wanted claude for excel, powerpoint, etc.; i just want these tools as part of claude

so finally
We just added Whiteboards and Sheets to Claude, and Dashboards is now Claude Data.

Work with your team and Claude to:

• Sketch a plan and brainstorm live
• Ask for a formula in plain words
• Turn the numbers into a story

Sketch, sum, show it in Claude
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bro choosing rich by sharing partner w another guy is just a new level
Meet Kang Wei - Alice Huang’s husband and business partner, a stock analyst/investor from Shanghai.

Rumors have it that he was the one who took photos for Alice Huang and Jensen, and even showed off their special relationships to his business friends and clients, in order to Crazy - do you think he knew about the affairs? Did he know Alice Huang was working as a spy? Or they were just the hustler-couple that was in for the big bucks?
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this is just one example of a clearly organized series of political attacks at jensen

no question so many wish to take him down and now they've got the chance
Jensen Huang is caught with his pants down economist.com/business/2026/…
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he also says "sell" bitcoin before every single rally it had in history
JUST IN: Peter Schiff says "sell" Bitcoin before it crashes.
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lol
The affair rally:

$AMZN has added $2 trillion to its market cap since Bezos cheated on his wife in 2019

$MSFT has added $2 trillion to its market cap since Bill Gates cheated in 2021.

$NVDA bull case just dropped
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end of an era
Galxe is consolidating its team and brand under Gravity to accelerate the development and adoption of Gravity L1.

Over the past five-plus years, we’ve helped pioneer Web3 questing and given projects new ways to connect with users and build communities. We’ve served 36 million users and supported more than 7,700 partner projects through campaigns, credentials, and loyalty programs, helping people discover new projects, contribute to their ecosystems, and earn recognition and rewards. We’re bringing that experience and the relationships built along the way into our work on Gravity.

As part of this consolidation, we will wind down Galxe Quest, Galxe ID, Galxe Passport, and related services. Gravity will continue operating as usual, with no changes to the G token as part of this transition.

Starting today, Spaces can no longer create new campaigns. New Galxe+ and Galxe Score subscriptions and Galxe Passport minting are also no longer available.

December 5, 2026, will be the last day to participate in campaigns. No campaigns will remain active after that date. On December 15, 2026, campaign reward claims will close, and the entire Galxe website will switch to read-only mode. Please claim any outstanding campaign rewards before December 15.

User assets remain safe, including Smart Savings balances, staked G that has not yet been withdrawn, and G tokens held in wallets on Gravity Alpha Mainnet. These assets will follow a separate claim process and timeline. We will publish the details and instructions in a follow-up announcement on our official X.

Thank you to the users, builders, and partners who helped shape Galxe. We look forward to continuing to build with you on Gravity.
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a black swan event always happens at the end of a bear cycle when nobody sees any possible reason for a further dip

and it's always something that has completely nothing to do with the existing negative narrative on the market

that's why it's called black swan
$NVDA CEO JENSEN HUANG’S DRAFT MEMO TO EMPLOYEES, OBTAINED BY AXIOS.

“I owe my family and all of you an apology.”

“I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.”

“Leading NVIDIA is the privilege of my mitted to NVIDIA and will work to earn back your confidence.”

Regarding the national security investigation:

“I support the investigation and will cooperate fully.”

“My family bears no responsibility for my choices. I do. Please give them privacy.”

NVIDIA’s board has launched an independent investigation into reports that Huang was targeted by a foreign intelligence effort.

The board says it currently has no reason to believe U.S. national security or NVIDIA’s secrets were compromised.
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if democrats are really gonna create obstacles for AIDC development in the US, there is no question that China will catch and surpass - faster than everyone expected

it depends on who they think the rival really is - republicans or China
Inside Inner Mongolia, China's fastest-growing AI data center region, where construction is accelerating with low building cost and no public backlash (SemiAnalysis)

(Visit Techmeme dot com for the link and full context!)
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lily simply trusted her sketchy chinese sis too much that's it lol
NEW: China's central bank helped shut down a recent Solana event in Shanghai and plans to investigate the entities and individuals involved, according to PBOC-affiliated Financial News.

A PBOC official said Solana's promotional activities violated China's cryptocurrency restrictions.
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0xJason👾 retweeted
Anthropic’s October ARR topped $80B, per WSJ, consistent with TickerTrends tracking

We tracked $82.33B as of Oct. 30, up 7.2% from our Sept. 24 weekly release
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some larger hedge fund getting liquidated will be a good bottom of the market
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Replying to @Real0xJason
Comprehensive list of hedge funds blowing up this week, getting large redemptions, or shutting down PMs:
- Axebrook
- Walleye
- Engineers Gate
- Lone Pine
- Millennium internal pods
- Verition pods
- Samlyn

Letter from Walleye closing internal funds below
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香港身份和银行账户的价值,就像memecoin的市值。考虑一下瑞士银行 🏦🇨🇭
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