Sega is releasing a porcelain Sonic statue for the series’ 35th anniversary. The piece is called Infinite Blue. Porcelain brand YOYOYO is selling 50 of them in Japan from October 9, at ¥1 million each (about $6,300). Sega and YOYOYO say the blue comes from gosu, a cobalt pigment that does not fade. The work is split between two kilns from Arita, the birthplace of Japanese porcelain. Five go first-come at a Tokyo pop-up. The rest are a lottery, and the store ships internationally. Still… $6,300 for a porcelain Sonic is a lot of rings.

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One very interesting thing about code reviews starting to fade in many places: I still remember how, as a manager, code reviews would be one of the places where conflict between individuals or teams would be very EASY to spot for me, as a manager (then figure out how to deal with it). What happens when there's not much of this code review happening? Does it mean there's no longer any conflict (or interaction?) between devs on the same team, or between teams? As a broader question: are AI agents drastically changing team dynamics? Or just hiding them? They sure feel they are reducing human-to-human interaction via the code, I'll be honest

PBs are reportedly limiting leverage / exposure on Samsung and SK Hynix because volatility is high and local/GDR/HK ETF liquidity is not deep enough for the amount of demand coming from HFs, EM funds and global tech investors. The news hit last Friday and likely contributed to the slight fade in Samsung / SK Hynix during the Friday KOSPI session. But to me, that’s not bearish — it’s plumbing pressure, not thesis deterioration. A real US-listed SK Hynix ADR could be very positive because it creates a cleaner access channel: easier custody, cleaner margin treatment, broader US investor participation, and potentially better liquidity/options infrastructure over time. And here’s the key: once that pipe opens, more leverage is likely coming, and more concentrated positions are likely coming into late summer. The AI memory trade is crowded, yes. But when everyone still wants more exposure and PBs are saying “we’re full,” that usually means there is latent demand waiting for a better vehicle. SK Hynix ADR = more pipes, more leverage, more concentrated demand for the memory trade overall

Canada’s Mark Carney has been pushing hard at diversifying trade beyond the US, but will that fade with a change in government in Ottawa or Washington? Read more in the Canada Daily newsletter.