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The author recalls his earlier prediction that Bitcoin would face threats from quantum computing, claiming it was validated when Bitcoin's price was cut in half shortly after. He also notes that Justin Sun recently issued a similar warning, and mocks crypto investors for their fickle, bandwagon behavior.
Willy Woo predicts a 90% probability that the Bitcoin market bottom has been reached, indicating an early bull market structure due to returning long-term investor liquidity.
This paper tests the assumption that sentiment tools validated against human labels also predict market signals in financial NLP, finding that benchmark agreement does not determine predictive effectiveness and spam influences volume-based analysis.
The article predicts that due to a surge in AI agent demand, high-end CPUs will experience a structural shortage within 2-3 quarters, leading to significant price increases, similar to the storage market trend in 2026.
A tweet critiques a viral thread that resells a free Stanford lecture on neural networks as a secret trading framework, highlighting that real expertise lies in handling distribution shifts, not the math itself.
This tweet shares internal information about Samsung's 2026 profit forecast and tight memory supply at SK Hynix.
Two Sigma's AI head publicly shared how their $60 billion fund uses large language models to predict market prices. The fund hasn't lost money in over twenty years, and its AI application approach is worth attention.