BIGBANG - Message for D-LITE 『D'scover』Album:
@youtube 에서
just thought i'd dip my toes (literally, not figuratively)
🚨 UPDATE: 87-year-old Rep. Maxine Waters (D) just announced she wants literal 100-YEAR-OLDS serving in elected office, with NO form of cognitive tests required
She says NOBODY is too old 🤡
Q: Even a 100-year-old?
WATERS: The people should evaluate with their vote, THAT'S IT.
Lunacy.
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🚨 BOMBSHELL: Sen. Ron Johnson has obtained evidence the Biden admin KNOWINGLY COVERED UP crucial COVID vaccine adverse effects and safety issues, and INTIMIDATED a whistleblower who tried getting the data out
They chose an "algorithm" that MASKED safety signals
"Incredibly serious adverse events like sudden cardiac death, pulmonary infarction, Bell's palsy, different types of strokes."
"And instead of pinning a medal on her chest and saying, thank you, I mean, we wanted to know of any kind of safety signals, they shunned her off to the side!"
"Even though, month after month, she continued to run these data runs showing more and more safety signals on serious adverse events, they finally told her to cease and desist that she was literally a pest!"
"She was persona non grata. They did this so they'd go to the American public and lie to them, that they weren't seeing safety signals."
"And they literally chose an algorithm that they knew would hide safety signals."
"That same month, in March of 2021, they were starting to treat people that they were diagnosing with these injection injuries."
"And in the end, they treated about 23 people pretty successfully. They were in total tears, but they were relieving their symptoms. They told them to stay silent. They wanted to complete their study so they could then release that to the medical staff. And then they had to get treatment."
"They never released that study to this day. They will not admit the massive amount of harm, the number of deaths, the number of adverse events."
"On VAERS today, there's 39,000 deaths reported worldwide associated with the COVID injection, 1.7 million adverse events."
"And according to a Harvard study, less than 1% of adverse events are reported to VAERS. So we have no idea the extent of damage. We know FDA covered up under Biden."
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An Anthropic engineer paid for my espresso at Sightglass when he saw my screen
I was running my Polymarket bot from the counter. He was next in line. Looked over my shoulder. Stopped scrolling.
"That's not a normal trading app. What's it actually running on"
I told him. Claude Code. Four repos. $25 a month.
He sat down without asking.
"I'm on the agent team. We stress test Claude for exactly this. You're letting it find its own edges"
Not just edges. Wallets.
86 million trades. Every wallet. Every entry. Every exit.
"You're feeding Claude raw wallet data and letting it identify who consistently wins. Then cloning them"
He said it slowly. Like he was writing the threat model in his head.
One prompt. Find every wallet with 100 plus trades and win rate above 70%. Rank by profit. Export top 50.
Claude scanned 14,000 wallets in 4 minutes. Returned 47.
The top 20 made more than the bottom 13,000 combined.
"That's not a stat. That's a hit list"
Exactly.
"And you didn't write the scoring function"
Claude did. I just wired it into an if-statement.
Then I showed him the second repo.
Official Rust CLI. No API key for reads. 500 markets, Claude scores them in minutes.
Gap. Depth. Resolution window.
487 markets become 35 before a dollar moves.
93% killed before I even see them.
A green fill landed on the screen. +$84.
He watched it hit.
"How does it decide to actually enter"
Three agents. Shared wallet. No shared memory. Arbitrage, convergence, whale copy. 2 agree, full size. 1 alone, half. Disagree, no trade.
Consensus filter alone killed 40% of losing trades.
"And the exits?"
The 47 whales never hold to settlement. 91% exit early. 73% of max profit captured. Redeploy immediately.
My bot cuts at 85% of expected move or on a 3x volume spike.
"You built a whale copy bot that exits before the whales"
Yeah.
He put his espresso down.
"How often does it trade"
10 a day on average. Most of them skipped before I look up from my coffee.
My setup:
Claude API - $20/mo
VPS in Germany - $5/mo
poly_data - free
polymarket-cli - free
Polymarket/agents - free
$200 seed. 27 days ago. $14,300 now.
Copytrade here:
271 trades. 74% win rate. Sharpe 2.47.
I haven't touched it in 27 days.
He stared at the screen for a long time.
"This is literally what our red team simulates. Except you actually shipped it"
He emailed me the next morning.
"Any chance you'd take a call with our policy lead"
I told him the article is the call. Read it twice.
Too late to gatekeep.
You only need Claude + laptop + 1 hour/day.
Giving This Free for 24 hours. To get it:
1. Comment the word 'Claude'
2. Like and Retweet this post
3. Follow me
@ZayvenKnox [so i can dm you]
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Gonna share my 2026 hedging thesis (long tweet warning)
I call it: how to get paid even if crypto bleeds and tech beta starts vomiting into year end.
Strictly my personal opinion. All info below are based on PUBLIC sources. Not financial advice, DYOR
With crypto potentially facing another 20-40% drawdown into year-end, I’m increasingly convinced that select oil and tanker equities are one of the cleaner hedges right now.
AND NO, this isn't another tweet about gambling long or short on crude.
The play is shareholder yield: dividends, supplemental dividends, and buybacks, backed by strong free cash flow, manageable leverage, and real asset exposure. Sized right, the basket could return 20-30% cash this year.
My thesis is not “which oil stock does 2x or 5x.”
It’s defensive: these companies are generating exceptional cash in the current freight and energy setup. Many run with low single-digit net debt to EBITDA, and select names can deliver double-digit shareholder yield through 2026 if rates stay firm.
That’s real cash flow while crypto chops, and honestly I’d rather have that than be all-in into tech growth names that offer zero yield buffer when risk assets correct.
Buying now can still qualify you for upcoming quarterly dividends, but you need to own shares before the official ex-date. Make sure you check share buyback policies too, because that’s where the real combo comes from: dividends + buybacks + potential share price gains.
ALSO AN IMPORTANT TAX NOTE everyone should know:
> US taxpayers: want the lower qualified-dividend tax rate instead of getting cooked at ordinary income rates? Usually you need to hold shares unhedged for 61+ days within the 121-day window around the ex-date.
> Non-US investors: normal US dividends can get hit with a 30% withholding tax slap. BUT many tanker names are foreign-domiciled, so the tax haircut can be much lighter. Don’t be lazy though, check domicile, broker, and local tax before celebrating.
The near-term dividend window is worth watching, but I’m separating confirmed declarations from forecasted ex-dates.
Confirmed/recent shareholder-return updates:
> ASC announced on april 29 (literally yesterday) that it is doubling its payout ratio to two-thirds of adjusted earnings, effective Q1 2026. Q1 MR spot TCE was around 33.7k/day, and Q2-to-date was around 50k/day. Dividend amount/date still needs official declaration.
> Var Energi (OSL:VAR/VARRY) has a confirmed 300M Q1 2026 distribution payable June 12, with another 300M guided for Q2.
> Eni (E/ENI.MI) confirmed a 2026 dividend of €1.10/share and raised its buyback plan by about 90% to €2.8B.
> TTE raised its first 2026 interim dividend by 5.9% to €0.90/share and doubled Q2 buybacks to $1.5B. Not a May/June capture name, but good shareholder-return ballast.
For the tanker watchlist:
> DHT has one of the cleanest payout formulas: 100% of ordinary net income as quarterly cash dividends. Q1 payout/date still needs declaration.
> TRMD’s last official distribution was $0.70/share. Any May dates floating around are watchlist inputs until TORM officially declares.
> FRO paid $1.03/share for Q4, and Q1 looks strong with VLCC days booked around 107.1k/day. But the next dividend is still pending.
> INSW’s most recent payout was $2.15/share combined ($0.12 regular + $2.03 supplemental) for Q4 2025. Next payout depends on Q1 results.
> HAFN (product/chemical tankers) raised its latest quarterly dividend to $0.1762/share and is seeking a new 10% buyback mandate at the 2026 AGM. Next payout pending.
> STNG is more buyback + quality product tanker exposure than a huge dividend-capture name.
> NAT has visible variable yield, but I’d treat it as higher risk.
The basket has 4 buckets:
Variable/formula-based tanker payouts: ASC, DHT, TRMD, HAFN, FRO, INSW, NAT
(highest dividend torque in the basket, but also the most variable)
Product tanker buyback discipline: STNG
(still shipping exposure, but more buyback + quality operator than huge dividend capture)
Big energy shareholder-return ballast: SU, TTE, E/ENI.MI, CNQ, REPYY/REP.MC, OSL:VAR/VARRY
(less sexy, but more grown-up hedge: dividends, buybacks, scale, and balance sheet durability)
Buyback/growth oil names: VIST, ATH. TO
(not dividend names, but buybacks can still create shareholder yield without sending you a cash dividend)
see the table below for the full visual overview with qualification/timing notes on every name (including higher-risk examples like PBR)
IMPORTANT: this is not a free dividend glitch.
Stocks often adjust down around the ex-date, sometimes more than the dividend itself. variable dividends can disappear if rates collapse. Buybacks only matter if management buys at sane prices.
So, the setup I like: own cash-return machines while the market is still underpricing how long energy cash flow can stay strong.
Why this hedge over the usual alternatives:
> tech stocks: still risk-on beta, no yield buffer
> bonds: help in recession, messy if inflation/oil risk stays sticky
> cash: safe but real returns are unexciting
> long dated puts: clean hedge, expensive theta bleed if timing is wrong
The tanker angle is different because strong Q1/Q2 cash flow can come back as dividends, supplemental dividends and buybacks. (not fixed, but in the right rate environment, cash returns fast)
Even if Hormuz reopens tomorrow, the system doesn't reset overnight:
> inventories still need to rebuild
> refined products can stay tight
> trade routes can stay inefficient
> Q1 cash flow already happened
> Q2 rates are the next thing to watch
Crypto for asymmetric growth, oil-linked yield for cash flow ballast. I don't need every hedge to 5x, sometimes the boring trade just keeps paying you while crypto does whatever crypto does.
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I didn’t expect an article this long to reach millions in today’s 3-second attention span economy. I’ve read every single quote and comment.
To be honest, I’m overwhelmed. I’ve never felt this much warmth on this platform. And I’m just deeply, sincerely grateful. Thank you, truly.
I’m not much different from anyone else who just entered this space. The only real difference is that I’ve bled more. I’ve lost more.
As a Christian, my faith gave me this habit of constant reflection, and forced me to look in the mirror and face the rot inside me. It gave me a way out when I was drowning, and eventually, that became my redemption.
Crypto was meant to be about anarchy. It was meant to be the middle finger to the gatekeepers in suits who think they’re better than us. That spirit feels dead lately, but I still believe in it. I have to. This space changed my life, and I’ll keep building here until the wheels fall off.
But I’m not going to pretend I had some perfect journey.
In my early years, I got absolutely fucked by Ponzis. I couldn't control my greed and lost most of my early Bitcoin (thank you, MMM). I was just a naive kid.
Every time I think about this part, I want to apologize to my mom. She had zero clue what I was actually doing. I was literally sneaking out every other night to act as a middleman in Vancouver’s nightlife.
I was sourcing and flipping Moutai, whiskey, and expensive cigarettes to rich Chinese university students. I was the one brokering the VIP tables and getting people through the door. Honestly, I was just really good at getting rich kids to come to parties.
I know people look down on that kind of "job." It isn't something people proudly say like "I worked at Google." But I’m proud of it. I was literally making an entry-level Google salary as a teenager just by being a better hustler than the adults.
Without that hustle, I wouldn't have anything I have today. That revenue stream was the only reason I could keep buying back into Bitcoin. I was sitting on a level of wealth I had to hide from my parents for years. No parent in their right mind would let an underage kid handle that amount of wealth.
I’ve never known what it’s like to get rich quick overnight. For me, it was always a long, grueling season.
The closest I ever came to “getting rich overnight” was thanks to Cryptokitties. Watching my kitties flip every day for weeks while ETH was mooning... that was the first time I actually felt like I’d made it.
But the scariest thing is when God gives you a "trial card" to see a world you aren’t ready for, only to snatch it back and throw you to the bottom.
In late 2018, when prices had dumped to a devastating low (again...), I had to go right back to the middleman business to get more bullets. But that time, I was different. My faith had shifted my perspective. I wasn't just chasing a high anymore. I knew, with everything in me, that crypto was the destiny I was meant to build.
If you're at your lowest right now, don't let the ego stop you. I've been in those dark times too. Nothing is "too tacky" when you are grinding to fund your vision. Whether you're hauling inventory, flipping goods, or doing the gritty backend work no one else wants to touch - do what you need to do.
Tell those who try to shame you to fuck off. Because when you finally make it one day, they will all come back to you acting like they were your biggest fans from the start.
The people judging you from the sidelines aren't the ones who are going to change your life. You are.
Keep building. I'm right here with you.
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