Matteo Sardo, who specializes in rates trading reneged on an offer he accepted to go to Cohen’s Point72 Asset Management, according to people with knowledge of the matter. Hema Parmar has more

mattyp says each day, Grok Bot looks at his X Bookmarks for things he finds interesting, then it spins up a Cursor Agent to build a demo It validates work with screenshots / video, then cuts a branch on a repo configured with Cloudflare preview deploys Grok Bot sends him a link each morning and he gets to see the tech for himself Today, it picked cobe from @shuding If you can do it, it can be automated

Matt Cole says open-source AI is a safeguard against a handful of companies controlling speech. His concern is a future where OpenAI and Anthropic function as a “quasi-government,” close enough to government to influence what people can say. Keeping competition open ensures there is still an alternative. “If you don’t allow the ladder to be pulled up, open source will always be a fallback option.” - @ColeMacro

Matt Cole thinks rising Treasury yields will eventually push policymakers to intervene. His best guess is around 5.25-5.75% on the 10-year. A move above 7%, with $BTC falling to $40,000-$50,000 before a liquidity-driven rebound, is a low-probability scenario he says he doesn’t expect. The reason he remains constructive on Bitcoin is what policymakers would likely have to do in that kind of crisis. “It’s flood the market with liquidity or kill the Treasury market.” - @ColeMacro