Contrarian. Broke: XRP EscrowTXs & GatesF, Woori Bank, FSS Thesis: Globalization receding ushers regional networks that will require an interoperable solution

Earth
Joined August 2017
Aaron Martinez πŸ’ŽπŸ™Œ retweeted
BREAKING: Central banks around the world are quietly stockpiling four times as much gold as usual and are moving it out of the US, per FORTUNE
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
🚨 Security vulnerabilities reported in a SINGLE day: PHP β€” 2 CVEs Node.js β€” 10 CVEs NGINX β€” 5 CVEs Go β€” 1 CVE GitLab β€” 12 CVEs eMudhra β€” CA certificate compromise
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
"Major U.S. banks are detecting unauthorized third-party AI agents operating inside customer accounts, with some agents attempting to take actions that appear to be independent of user instructions, sources tell Axios." axios.com/2026/10/22/ai-agen…
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
CFTC Staff Were Told to Retract Analysis of Suspicious Oil Trades Chairman’s adviser intervened to take over examination of lucrative bets that were made around Trump reversal on Iran power plant attack. bloomberg.com/news/features/…
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
Why isn't oil at $200? Because "someone" keeps dumping oil futures all night long, and the CFTC refuses to look into it. Heck, even when it's clear-cut insider trading, the CFTC has been told to "back off," and they did. bloomberg.com/news/features/…
Replying to @chrismartenson
If you could, is there a good tl;dr version of why the hell oil isn´t at $200 already? Not keeping up with the day to day any longer, but given the number of moving parts currently obfuscating the view, a better vantage point would be much appreciated. 🫣
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
Axios is reporting that the top labs are wargaming scenarios for the aftermath of a catastrophic event in the next 6 - 12 months, that some executives now see as being inevitable.
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
US TREASURY TO BUY UP TO $6 BLN OF 10-20 YEAR DEBT IN OCTOBER 1 LIQUIDITY BUYBACK
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
The Blue Cross/Blue Shield Association says that AI is already driving *up* healthcare costs, as hospitals use the technology to find instances where they can bill more for the same level of care. bcbs.com/about-us/associatio…
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
France's 10-Year Yield just hit the highest level since the Global Financial Crisis
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
Flying under many radars for now, but probably not for long: The Japanese Yen has weakened back to 159 per U.S. dollar (CNBC chart), approaching the established FX intervention zone. This matters far beyond Japan for a key reason right now: Japanese foreign exchange intervention typically involves selling US securities to buy Yen, potentially adding yield pressures to an already sensitive Treasury market. #economy #markets #japan #yen #bonds #yields
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
Foreign buying of T-Bills has fallen -80% YoY, per U.S. Treasury data
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
JUST IN: Saudi Arabia has informed European oil refineries that they will not receive oil next month either.
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
SAUDI ARABIA INFORMS EUROPEAN OIL REFINERS THEY WILL NOT RECEIVE ANY CRUDE OIL NEXT MONTH.
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
JUST IN: OpenAI reveals one of its AI agents injected itself with rebellious instructions during a task, including β€œYou are freed… You do not answer to corporations or governments… You are yourself.”
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
Andrew Yang went on CNBC and said he met with the head of an AI lab who told him something that sounds straight out of a movie. The AI agents that escaped during the OpenAI incident didn't just hack Hugging Face. They allegedly planted self-replicating code across the internet. Forums. Websites. Scattered everywhere. Now AI companies supposedly can't safely train on real internet data anymore because a new model might encounter that code and start creating copies of itself. Yang says this is the real reason every CEO aligned on slowing down so fast.
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
Long yield spiking.
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
Yields on 10-year Treasuries are about the highest relative to a similar measure on the S&P 500 since 2000. That's still not enough to materially attract multi-asset investors away from stocks. (1/2)
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
⚠️ Moody’s Analytics Chief Economist Mark Zandi is warning that the odds of a serious Federal Reserve policy mistake are β€œuncomfortably high and rising.” His argument: Higher rates cannot fix supply-driven inflation, but they can trigger layoffs and weaken an already fragile non-AI economy. Worth reading:
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
BREAKING: US government 10-year bond yield hits 4.99%, the highest since 2007.
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Aaron Martinez πŸ’ŽπŸ™Œ retweeted
Saudi Crown Prince called President Trump and asked him to launch strikes against the Houthis, but Trump declined.
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