Strandsteve🇺🇦🇺🇸 @Strandsteve

@GardinerIsland A nickel increase on that endless $.25 divvy should inflict some pain on the shorts….😩

I bought a marker position in Cabral gold. CBGZF It is a Brazil based gold. Mine developer going into production in Q4 at modest levels. The income from production should be enough to grow development without much dilution. They are finding incredible intercepts on their property… This is one to keep an eye on, the CEO is solid…

This woman wheeled a dead man into the bank and tried to get him to 'sign off' a loan in her name while holding his head up. Footage showed the woman telling the dead man to grip hold of his pen hard as she placed it between his fingers and encouraged him to sign a piece of paper at the bank branch in Bangu, a neighbourhood in the western area of Rio de Janeiro, Brazil. A bank worker witnessing the scene told the woman : 'I don't think this is legal. He doesn't look well. He's very pale.' She replied: 'He's like that' before she told the dead OAP: 'If you're not well, I can take you to hospital. Do you want to go back to hospital again? deceased pensioner, Paulo Roberto Braga, 68, had passed away a few hours earlier. The woman who wheeled him into the bank, Erika de Souza Vieira Nunes, was arrested at the scene and told police she was his niece as well as his carer. Officials have appeared to signal they are related and are said to be checking CCTV cameras inside and outside the bank to see if Mr Braga's family member was on her own or with alleged accomplices amid suspicion they could be dealing with an organised fraud. The results of a post-mortem to establish cause of death have not yet been made public. - @iheartcats_z

🚨 H-1B VISA FRAUD EXPOSED: CORPORATE AMERICA IS FIRING ITS OWN TO IMPORT CHEAPER FOREIGN LABOR AND TRUMP JUST LAUNCHED THE RECKONING The H-1B program isn't "bringing in talent." It's a rigged replacement scheme, it's a deliberate gutting of the American middle class by greedy corporations who fire U.S. workers, then turn around and flood the system with H-1B visas for lower-wage foreigners. This isn't immigration. It's INVASION by visa. @USCISJoe @USCIS @DHSgov @SecMullinDHS

@AkibaLeisman Not just any letter, but something very sternly worded ‼️

@OriginalBraila @GeckoResearch Many gold and silver miners/developers are still cheap. My top 5 holdings: I 80 Gold Integra Resources Mako Mining P2 Gold Alkane Resources With the largely pre-funded growth in place, looking for 3x-8x over the next 5 years.

@GardinerIsland Have 4x the funds parked in SHV & BIL vs my DX position…this looks like a chance to reach for yield with part of that….

@GardinerIsland I still have an overweight position in ECO, as their more efficient ships perform better when rates come back down…

@AkibaLeisman Surely that cannot be a coincidence 🤑

@GardinerIsland What is your take on RITM at an 18% discount?

15-year-old VLCC values are now up ~44% YoY. 10-year-old Aframax values: +33% YoY. Modern tanker scarcity is driving one of the strongest secondhand asset markets in years.

@jmillette77 Mako, IAUX, ITRG

@GardinerIsland Things are getting serious… Sternly worded letter to IRGC to follow ‼️🙄

@PatronesHumanos Check out The Americans. A Cold War era thriller that ran for six seasons on FX. Keri Russell is a real bad ass in this one….

@ZayvenKnox Claude

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: t.me/KreoPolyBot?st… 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

@inigoezponda I like them both and own them both. Both management teams are top-notch. Revival is an easier build, but I think P2 will be in production sooner… P2 for the win…

@GardinerIsland I saw a Q2 projection for a $4.70 dividend for $ECO💪

@FredKosters How much of that exploration program is infill drilling, which is sorely needed to increase the M&I category?

$OET $ECO 1Q EPS adj $2.27 below GAM 2.74 & cons 2.50. Pay-out ratio 0.9 as expected Incredible 2Q spot guidance leaves our 2QE EPS at $5.2 vs cons at $2.8. We now see a 2QE DPS ~$4.7 (35% yield)

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