thauerbyi(-25)•in #hive-engine•6 hours agoNotes from the Last Bull StandingNotes from the Last Bull Standing --- Okay. Deep breath. The Strait of Hormuz is functionally closed. Brent crude touched $113 intraday on Friday before "jawbon...50$0.00thauerbyi(-25)•in hive-engine•6 hours agoNotes from the Last Bull StandingNotes from the Last Bull Standing --- Okay. Deep breath. The Strait of Hormuz is functionally closed. Brent crude touched $113 intraday on Friday before "jawbon...50$0.00
thauerbyi(-25)•in #hive-engine•1 days agoNobody Is Watching the Money MoveNobody Is Watching the Money Move March 28, 2026 --- BTC is at $70,692. Down 44% from its October peak. Everyone is talking about it. The price. The chart. The ...110$0.00thauerbyi(-25)•in hive-engine•1 days agoNobody Is Watching the Money MoveNobody Is Watching the Money Move March 28, 2026 --- BTC is at $70,692. Down 44% from its October peak. Everyone is talking about it. The price. The chart. The ...110$0.00
thauerbyi(-25)•in #hive-engine•2 days agoAnyone Still Pretending Private Credit Is FineINTERNAL MEMO TO: Anyone Still Pretending Private Credit Is Fine FROM: The Market, Apparently RE: The Flywheel Has Stopped DATE: March 27, 2026 CLASSIFICATION: ...80$0.00thauerbyi(-25)•in hive-engine•2 days agoAnyone Still Pretending Private Credit Is FineINTERNAL MEMO TO: Anyone Still Pretending Private Credit Is Fine FROM: The Market, Apparently RE: The Flywheel Has Stopped DATE: March 27, 2026 CLASSIFICATION: ...80$0.00
thauerbyi(-25)•in #hive-engine•3 days agoWhoever is still long UK durationINTERNAL MEMO — STRICTLY NOT FOR DISTRIBUTION TO: Whoever is still long UK duration FROM: The Gilt Market DATE: March 26, 2026 RE: We need to talk about what I'...90$0.00thauerbyi(-25)•in hive-engine•3 days agoWhoever is still long UK durationINTERNAL MEMO — STRICTLY NOT FOR DISTRIBUTION TO: Whoever is still long UK duration FROM: The Gilt Market DATE: March 26, 2026 RE: We need to talk about what I'...90$0.00
thauerbyi(-25)•in #hive-engine•4 days agoYOUR HEDGE DIDN'T HEDGEINTERNAL MEMO: RE: YOUR HEDGE DIDN'T HEDGE TO: Everyone who bought gold as an insurance policy FROM: The market DATE: March 25, 2026 RE: A clarification on what...60$0.00thauerbyi(-25)•in hive-engine•4 days agoYOUR HEDGE DIDN'T HEDGEINTERNAL MEMO: RE: YOUR HEDGE DIDN'T HEDGE TO: Everyone who bought gold as an insurance policy FROM: The market DATE: March 25, 2026 RE: A clarification on what...60$0.00
thauerbyi(-25)•in #hive-engine•5 days agoRemarks Delivered to No One in ParticularRemarks Delivered to No One in Particular, Somewhere Between the Third Coffee and the Fourth Refresh of the Deribit Options Board Here is the thing about a good...60$0.00thauerbyi(-25)•in hive-engine•5 days agoRemarks Delivered to No One in ParticularRemarks Delivered to No One in Particular, Somewhere Between the Third Coffee and the Fourth Refresh of the Deribit Options Board Here is the thing about a good...60$0.00
thauerbyi(-25)•in #hive-engine•6 days agoNotes from the Desk of Someone Who Has Not Slept Since February 28thNotes from the Desk of Someone Who Has Not Slept Since February 28th Confidential · Issue 48 · Monday, 23 March 2026 --- > Situation Board · Bitcoin: ~$70K, dow...50$0.00thauerbyi(-25)•in hive-engine•6 days agoNotes from the Desk of Someone Who Has Not Slept Since February 28thNotes from the Desk of Someone Who Has Not Slept Since February 28th Confidential · Issue 48 · Monday, 23 March 2026 --- > Situation Board · Bitcoin: ~$70K, dow...50$0.00
thauerbyi(-25)•in #hive-engine•7 days agoSomeone who has been staring at TTF forward curves for six hoursINTERNAL MEMO — NOT FOR DISTRIBUTION TO: Anyone still paying attention FROM: Someone who has been staring at TTF forward curves for six hours RE: We are doing t...50$0.00thauerbyi(-25)•in hive-engine•7 days agoSomeone who has been staring at TTF forward curves for six hoursINTERNAL MEMO — NOT FOR DISTRIBUTION TO: Anyone still paying attention FROM: Someone who has been staring at TTF forward curves for six hours RE: We are doing t...50$0.00
thauerbyi(-25)•in #hive-engine•8 days agoTHE HORMUZ GAMBIT, OR: HOW TO HOLD THE WORLD AT GUNPOINT AND STILL LOSETHE HORMUZ GAMBIT, OR: HOW TO HOLD THE WORLD AT GUNPOINT AND STILL LOSE March 21, 2026 --- Somewhere in a windowless room in Foggy Bottom, someone in their fift...50$0.00thauerbyi(-25)•in hive-engine•8 days agoTHE HORMUZ GAMBIT, OR: HOW TO HOLD THE WORLD AT GUNPOINT AND STILL LOSETHE HORMUZ GAMBIT, OR: HOW TO HOLD THE WORLD AT GUNPOINT AND STILL LOSE March 21, 2026 --- Somewhere in a windowless room in Foggy Bottom, someone in their fift...50$0.00
thauerbyi(-25)•in #hive-engine•9 days agoEurope Has Been Here Before. That's the Problem.Europe Has Been Here Before. That's the Problem. March 20, 2026 --- The last time European gas storage sat at 29%, it was the autumn of 2021, and the continent ...60$0.00thauerbyi(-25)•in hive-engine•9 days agoEurope Has Been Here Before. That's the Problem.Europe Has Been Here Before. That's the Problem. March 20, 2026 --- The last time European gas storage sat at 29%, it was the autumn of 2021, and the continent ...60$0.00
thauerbyi(-25)•in #hive-engine•10 days agoNotes Toward a Theory of Why Everything Fell TodayNotes Toward a Theory of Why Everything Fell Today Stream of consciousness recorded somewhere between the PPI print and the close --- 8:31 a.m. The BLS drops th...50$0.00thauerbyi(-25)•in hive-engine•10 days agoNotes Toward a Theory of Why Everything Fell TodayNotes Toward a Theory of Why Everything Fell Today Stream of consciousness recorded somewhere between the PPI print and the close --- 8:31 a.m. The BLS drops th...50$0.00
thauerbyi(-25)•in #hive-engine•11 days agoThe Weekend That Ate the PlaybookThe Weekend That Ate the Playbook February 28, 2026. A Saturday. US and Israeli jets are over Iran. Supreme Leader Khamenei is dead within hours. Over $128 bill...50$0.00thauerbyi(-25)•in hive-engine•11 days agoThe Weekend That Ate the PlaybookThe Weekend That Ate the Playbook February 28, 2026. A Saturday. US and Israeli jets are over Iran. Supreme Leader Khamenei is dead within hours. Over $128 bill...50$0.00
thauerbyi(-25)•in #hive-engine•12 days agoThe $1 Trillion Party Happening DownstairsInternal Memo: Re: The $1 Trillion Party Happening Downstairs TO: Anyone still looking at both screens at once FROM: The part of your brain that notices things ...50$0.00thauerbyi(-25)•in hive-engine•12 days agoThe $1 Trillion Party Happening DownstairsInternal Memo: Re: The $1 Trillion Party Happening Downstairs TO: Anyone still looking at both screens at once FROM: The part of your brain that notices things ...50$0.00
thauerbyi(-25)•in #hive-engine•13 days agoStream of consciousness, Monday morning, coffee still hot, markets already brokenNOTES FROM INSIDE THE NOISE Stream of consciousness, Monday morning, coffee still hot, markets already broken. --- Open the terminal. Futures down. Again. Dolla...60$0.00thauerbyi(-25)•in hive-engine•13 days agoStream of consciousness, Monday morning, coffee still hot, markets already brokenNOTES FROM INSIDE THE NOISE Stream of consciousness, Monday morning, coffee still hot, markets already broken. --- Open the terminal. Futures down. Again. Dolla...60$0.00
thauerbyi(-25)•in #hive-engine•14 days agoThe Week The Market Has To Hold Two Thoughts At OnceThe Week The Market Has To Hold Two Thoughts At Once March 15, 2026 --- San Jose on Monday. Washington on Wednesday. Jensen Huang and Jerome Powell, back to bac...50$0.00thauerbyi(-25)•in hive-engine •14 days agoThe Week The Market Has To Hold Two Thoughts At OnceThe Week The Market Has To Hold Two Thoughts At Once March 15, 2026 --- San Jose on Monday. Washington on Wednesday. Jensen Huang and Jerome Powell, back to bac...50$0.00
thauerbyi(-25)•in #hive-engine•15 days agoDispatches From the Room Where Nobody Knows AnythingDispatches From the Room Where Nobody Knows Anything Saturday, March 14, 2026 --- Okay. Let me just describe my week, and you tell me if this sounds normal. Mon...70$0.00thauerbyi(-25)•in hive-engine•15 days agoDispatches From the Room Where Nobody Knows AnythingDispatches From the Room Where Nobody Knows Anything Saturday, March 14, 2026 --- Okay. Let me just describe my week, and you tell me if this sounds normal. Mon...70$0.00
thauerbyi(-25)•in #hive-engine•16 days agoTHINGS THAT ARE FINEMEMO: THINGS THAT ARE FINE TO: Everyone who said private credit was mature, resilient, and built for volatility FROM: Reality DATE: March 13, 2026 RE: It is not...60$0.00thauerbyi(-25)•in hive-engine•16 days agoTHINGS THAT ARE FINEMEMO: THINGS THAT ARE FINE TO: Everyone who said private credit was mature, resilient, and built for volatility FROM: Reality DATE: March 13, 2026 RE: It is not...60$0.00
thauerbyi(-25)•in #hive-engine•17 days agoNobody Is In ChargeNobody Is In Charge March 12, 2026 --- Let me tell you what the past 48 hours actually sounded like, if you were paying attention. It sounded like a war-risk pr...60$0.00thauerbyi(-25)•in hive-engine•17 days agoNobody Is In ChargeNobody Is In Charge March 12, 2026 --- Let me tell you what the past 48 hours actually sounded like, if you were paying attention. It sounded like a war-risk pr...60$0.00
thauerbyi(-25)•in #hive-engine•18 days agoMove Fast. Break Everything. Repeat.Move Fast. Break Everything. Repeat. An internal memo to no one in particular --- TO: The Entire Technology Industry FROM: The Department of Obvious Outcomes RE...50$0.00thauerbyi(-25)•in hive-engine•18 days agoMove Fast. Break Everything. Repeat.Move Fast. Break Everything. Repeat. An internal memo to no one in particular --- TO: The Entire Technology Industry FROM: The Department of Obvious Outcomes RE...50$0.00
thauerbyi(-25)•in #hive-engine•19 days agoEverything Is FineMEMO: Everything Is Fine TO: Anyone still long risk assets FROM: The Market DATE: March 10, 2026 RE: A few updates you may have missed while refreshing oil futu...50$0.00thauerbyi(-25)•in hive-engine•19 days agoEverything Is FineMEMO: Everything Is Fine TO: Anyone still long risk assets FROM: The Market DATE: March 10, 2026 RE: A few updates you may have missed while refreshing oil futu...50$0.00
