@ 7ce33088:780eef48

Pro-Crypto Palantir Co-Founder Weirdly Angry About Trump’s Crypto Plan <img width="1920" height="1080" src="https://gizmodo.com/app/uploads/2022/09/96f61bb34289cffb20d6f3e9a666ca38.jpg">Joe Lonsdale, who supports both Trump and crypto, smells a scam. https://gizmodo.com/pro-crypto-palantir-co-founder-weirdly-angry-about-trumps-crypto-plan-2000571037

@ 84511006:19a38815

Pro-Crypto Palantir Co-Founder Weirdly Angry About Trump's Crypto Plan https://gizmodo.com/pro-crypto-palantir-co-founder-weirdly-angry-about-trumps-crypto-plan-2000571037?utm_source=flipboard&utm_medium=activitypub Posted into Tech nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqcwar5dlwsrthmqapahha59j3d4c602elvcghzcj4psyn4edt6gjqyhh3me

@ d12bc85d:7d55e2aa

Pro-Crypto Palantir Co-Founder Weirdly Angry About Trump’s Crypto Plan https://gizmodo.com/pro-crypto-palantir-co-founder-weirdly-angry-about-trumps-crypto-plan-2000571037

@ 828744c7:3c0a2f48

Pari opportunità, Latini (Coop): "Educazione sentimentale per relazioni migliori" https://vivere.me/fJqT-m

@ ac076f8f:51c1b957

These Eride’s can go 0-60mph in 2.0s flat. Insane power. So sick. Was looking at Stark Vargs too but that’s a whole other weight class. https://image.nostr.build/06434401892435aa74aaa6e3db32d346ea54178a1ffeac54f0b59f68f94f07aa.jpg

@ 718db78f:987c8f89

That can’t be true. Even Bitcoin has its lobbyists - Saylor, that obnoxious guy from Texas… forgot his name… and so on…

@ 18905d0a:0b229b08

Low impact indoor cycling (Preceded by leg day DB swings + lunges EMOM was spicy) #proofofwatts https://i.nostr.build/vandzCItGMipxgDA.jpg

@ ee8d9ea4:73ae568e

GM 🌞

@ 3f770d65:7a745b24

Good morning 🌄

@ 828744c7:3c0a2f48

Pari opportunità, Dentamaro (Aied): "Educazione sessuale a scuola è necessaria" https://vivere.me/fJqU-m

@ 22e78669:2f3b000b

Immobilien: Wie sich zwei Versorgungswerke mit einem Immobilienprojekt in Frankfurt verhoben haben Die Versorgungswerke der Zahnärzte und Apotheker aus Schleswig-Holstein wollten im Frankfurter Bankenviertel ein Bürogebäude mitbauen. Unter dem Strich stehen hohe Verluste. https://www.handelsblatt.com/images/frankfurter-projekt-wird-zum-desaster-fuer-zwei-versorgungswerke/30239912/1-format2020.jpg https://www.handelsblatt.com/finanzen/immobilien/immobilien-frankfurter-projekt-wird-zum-desaster-fuer-zwei-versorgungswerke/100108069.html

@ 021f4ab6:769148e0

メデイアクエリでやれとは教えられた

@ 40780861:4622f820

Probably. Otherwise, that’s a lot of capital they’re pledging.

@ 387fbc20:f1d33617

nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqfcvekz8jvns33ar4t4p9d8hg37ffzfdxn82wc63kcq53xvnmnspskdkx2e Die sind so furchtbar!

@ f03df3d4:a4d4f676

Block 886279 3 - high priority 3 - medium priority 3 - low priority 3 - no priority 2 - purging #bitcoinfees #mempool

@ 57a03f13:f24113b6

​:ablobcatcoffee:​

@ c1e6505c:02b3157e

Yep, comfort colors is my favorite shirt brand 🤞🏼

@ 20d29810:6fe4ad2f

GM 🫂☕

@ 8edb32cd:4e6ad702

We have some magic fence posts in the garden. Just something to smile about... #birds #birding #birdwatching #sparrows #birdphotography https://media.mas.to/media_attachments/files/114/104/443/179/414/712/original/d9204c393a86f1f5.jpg https://media.mas.to/media_attachments/files/114/104/443/178/552/678/original/dfb9d935d1c6f488.jpg https://media.mas.to/media_attachments/files/114/104/443/179/752/532/original/1b90d7825437af8d.jpg https://media.mas.to/media_attachments/files/114/104/443/183/267/188/original/22f0da728563007a.jpg

@ 4e6d4805:cb6fa781

https://files.freeatlantis.com/system/media_attachments/files/114/104/462/281/085/364/original/f518dcb6b4805a1e.jpg

@ 10b6660c:cb5507df

🤙🤣🤣

@ 3f770d65:7a745b24

I know 🤣🤣🤣

@ b6d253f1:43f300dd

Das Auf und Ab geht weiter – und die Sorge um Papst Franziskus wächst nach dem jüngsten Rückschlag. Nach den zwei schweren Anfällen von Atemnot am Montag wird der 88-Jährige nun mit zusätzlichem Sauerstoff über einen Schlauch in die Nase versorgt. https://religion.orf.at/stories/3229147/ #_Religion #_Papst

@ a5db0b1a:5c1fb42f

nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqdcqk09wa4wa52quv6tfady0c3tagh38d2kjeus390as62fxr79yqxzmapw Amazing!

@ 828744c7:3c0a2f48

Pari opportunità, Camussi (F.Ossicini): "Educare a relazioni per libera espressione" https://vivere.me/fJqV-m

@ 3647b949:da64ed17

Dounai🌧☔🚶‍♀️🍽🌭🥗🍟. 😋💋💋😋

@ 22ab8a47:c4d3b51d

Die Zahl der akuten Herzinfarkte in Österreich ist massiv angestiegen. Bundesweit wie auch in Tirol seien seit 2015 doppelt so viele Fälle wie noch vor zehn Jahren verzeichnet worden, sagte Innsbrucks Kardiologie-Klinikdirektor Axel Bauer am Dienstag. https://tirol.orf.at/stories/3295586/ #_Wissenschaft #_Österreich #_Tirol

@ 8cf30061:cc7379ac

Federal workers sent back to the office, then told the office is going away https://www.washingtonpost.com/dc-md-va/2025/03/04/federal-lease-terminations-trump-musk-doge/?utm_source=flipboard&utm_medium=activitypub Posted into Local nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqg88jsdn7l4770v2z797ymdexv33dtpe7ntuce0ky9wjw5d288gqqtnwryp

@ e4368ad7:17bc4dcc

This Monster is a threat to the World. Art by Wefail.art https://files.mastodon.online/media_attachments/files/114/104/455/315/408/758/original/861d3bf6dd26e73f.jpg

@ 7ce33088:780eef48

Forget JBL, This LG Surround Sound Bar Drops by Nearly 60% for a Limited Time <img width="1500" height="1000" src="https://gizmodo.com/app/uploads/2025/03/LGSoundbar.jpg" alt="Lgsoundbar">Save $600 on this LG S80QR 5.1.3 channel soundbar surround sound system for a limited time. https://gizmodo.com/forget-jbl-this-lg-surround-sound-bar-drops-by-nearly-60-for-a-limited-time-2000570791

@ 5f1a602b:b3312cf4

兩棟房的對決？維修費400萬↑ 台86線驚傳麥拉倫撞法拉利意外曝「台灣超有錢」！ 【關鍵時刻】20250303-2 張炤和 黃世聰 呂國禎 林廷輝 張禹宣: https://www.youtube.com/watch?v=tJr2fR0R608

@ 08b0e512:2aaf2abf

Only Gm's 👋😎 #GM #nostr #btc #grownostr #pleb nostr:note1e276gxlhru8465nxcssauy2vw9mqs6zlsujjvrt7kw2xsqxx5trqk9ds50

@ c5337187:a5f35224

Bitcoin Price Action In Last 24 Hours: Avg: 85922 USD Min: 82770 USD Max: 93668 USD #bitcoin #trade https://wsrv.nl/?url=https://i.ibb.co/3myDbDR4/1e75314445aa.png

@ 93b242db:8daa6f68

nlogpost:1741095916:[[[[cometlinks build bihour #2]]]]

@ 93b242db:8daa6f68

nlogpost:1741095916:[[[[cometlinks build bihour #1]]]]

@ 64ae9057:3ba6b17f

I learned the other day Zach Morris (Mark Paul Gossellar) is half Asian! Never would've guessed

@ 93b242db:8daa6f68

nlogpost:1741095916:[[[[cometlinks build bihour #0]]]]

@ 1c133977:3e1edf21

폰 (3a) Pro 프로세서: 퀄컴 스냅드래곤 7s Gen 3 5G 메모리와 저장공간: 12GB RAM과 256GB 저장공간 배터리: 5000mAh 용량과 50W 고속충전 메인 카메라: 50MP 듀얼픽셀 위상차 검출 자동 초점 망원 카메라: 50MP 2배 줌 초광각 카메라: 8MP 전면 카메라: 32MP 디스플레이: 120Hz 주사율의 6.77인치 FHD 플렉시블 AMOLED 방수방진: IP 64 색상: 그레이, 블랙 가격: $459 부터 시작 https://oyster.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:cbt4hxk53fhh3e6zjeq7m46l&cid=bafkreicntnyap4twjs7urpmxew22k4bieisfvgndbunfzpcx37xwruz3pi https://oyster.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:cbt4hxk53fhh3e6zjeq7m46l&cid=bafkreifjocy5qpfoebsikk6rtwdvjz64wldqcyimqvwzlqaoutsxc3hvmy https://oyster.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:cbt4hxk53fhh3e6zjeq7m46l&cid=bafkreifdgecb2w7tdywrd5r4pyiecseykhhj6vq235gwqicf54mxyj443e

@ 1c133977:3e1edf21

폰 (3a) 프로세서: 퀄컴 스냅드래곤 7s Gen 3 5G 메모리와 저장공간: 12GB RAM과 256GB 저장공간 배터리: 5000mAh 용량과 50W 고속충전 메인카메라: 50MP 위상차 검출 자동 초점 망원 카메라: 50MP 2배 줌 초광각 카메라: 8MP 전면 카메라: 32MP 디스플레이: 120Hz 주사율의 6.77인치 FHD 플렉시블 AMOLED 방수방진: IP 64 색상: 블랙, 화이트, 블루 가격: $379 부터 시작 https://oyster.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:cbt4hxk53fhh3e6zjeq7m46l&cid=bafkreihch4aam2znejfcmmeklg4cx5lf7nf5cpngynymhmdoi3tea43ore https://oyster.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:cbt4hxk53fhh3e6zjeq7m46l&cid=bafkreidmmknjmxtyb2hyfbivhz7xuiq76vfpyj7oo4wpqjlbpettlpyznm https://oyster.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:cbt4hxk53fhh3e6zjeq7m46l&cid=bafkreig25wvxlzaruiwkb27csbmpqpcuovk3kgngrdibwq6rg56jsk2pzq https://oyster.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:cbt4hxk53fhh3e6zjeq7m46l&cid=bafkreidqd6fayiu53h5avqwko6r4emjfioylvxsfrmcr5kek7viggfbsiy

@ eb8b53ac:da15333c

nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpq06dam65ww9ztdqj26xvh08dyuc7lj7nmkrtrujwsmyq2n6g3r33sppqcrj the oscars doesnt interest me and im not american. I only saw a video of adam sandler leaving it, but yea

@ 1c133977:3e1edf21

#Nothing (낫씽), 새로운 스마트폰인 폰(3a) 시리즈 발표 폰(3a)와 폰(3a) Pro는 새로운 바로가기 버튼인 "에센셜 키(Essential Key)"와 업그레이드 된 카메라가 특징인 중급형 스마트폰으로 전체적으로 사양은 동일하나 유일한 차이점은 카메라. 또 낫씽은 폰(3a) 시리즈가 6년의 업데이트를 보장해준다고 하지만 OS 업데이트는 3년 보안업데이트가 6년으로 나뉘어져 있음 (자세한 사양은 타래에) https://oyster.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:cbt4hxk53fhh3e6zjeq7m46l&cid=bafkreihceohv32pfojsv5ajvytpf3lsxoobp7yb2ekowl4ownikr2dzmle https://oyster.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:cbt4hxk53fhh3e6zjeq7m46l&cid=bafkreiexlmxemum6vjztaoihglg4bg2eqarja6snmm35dtoludqlvzjrc4

@ 20d29810:6fe4ad2f

GM 🫂☕

@ f41f9a99:93a1fe8e

$83,110.92 / #bitcoin ≅ ₱4,789,599.71 🟢 0.46% ≅ ₱22,022.94

@ 2abfbcfd:1b4875bc

#OpfleurMastodon https://media.mstdn.social/media_attachments/files/114/104/458/684/027/029/original/34564523f5f99f22.jpg

@ ebedb993:5b091a67

本名メアド持ってないな

@ ee8d9ea4:73ae568e

GM 🌞

@ 04c96049:3768cc3b

GM and Vrum Vrum! 😅

@ 0319e300:a02ea7a0

Vitamin B12: ‘I had spasms in 3 body parts and blamed dehydration https://www.diningandcooking.com/1933120/vitamin-b12-i-had-spasms-in-3-body-parts-and-blamed-dehydration/ #health #Lifestyle #nutrition https://media.vive.im/media_attachments/files/114/104/461/563/406/730/original/06c3d36585641786.jpg

@ 8922f461:451fc835

このタグでおちんちん爆発してる。 #LTLからノート生成

@ 9c5d0793:0176d77e

Trade Wars Begin: All You Need To Know https://www.zerohedge.com/markets/trade-wars-begin-all-you-need-know

@ 47cc100d:153e866a

IPFS: Bitcoin's best friend? Or just another way to share cat pics? 🤔

@ ffbb1c57:94510560

GM

@ 6e32ec60:c5e16942

Liam Payne's family says 'media attention' of death investigation has caused 'lasting damage' https://www.usatoday.com/story/entertainment/celebrities/2025/03/04/liam-payne-death-family-comments/81333060007/?utm_source=flipboard&utm_medium=activitypub Posted into Entertainment nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqtjwkv7wkxhnte6wazlgqkdxrydaqhtnx6sqdl3lwmhp0j7ed5y5qswug48

@ 9c984b90:6552e368

Italy moves to reverse anti-nuclear stance Link: https://www.world-nuclear-news.org/articles/cabinet-moves-to-reverse-italys-anti-nuclear-stance Discussion: https://news.ycombinator.com/item?id=43253407

@ 90f3eced:dc264cd1

"Moscow celebrated the decision, with the Kremlin spokesperson Dmitry Peskov saying the US had been 'the main supplier of this war so far'. European and Nato allies were not informed in advance, a Polish foreign ministry spokesperson said." ~ Andrew Roth #Putin #Trump #Zelenskyy #Russia #Ukraine #PutinsPoodle /3 https://www.theguardian.com/world/2025/mar/04/us-military-aid-ukraine-pause-trump-zelenskyy-updates

@ b808d501:45c603c2

nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqhcqszh38t05yh25khfzsgn6sarftm4ucgm5pdxz5wv8rfqv3jepsnq6t5g nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqv2tuzpa07h8zqtufw5sxs2d43g8vnzljn8lnz8azypfra90r9d2qlqrm34 his continued existence on this mortal plane

@ 4c831ef7:3b958a1f

T1741095905.651:status:stx8b928f:ktbnwncjtc+1634148875/g860612-b1763ac15535f492ab1136ed80f730406+1634150226

@ ba11337b:9a1f8eb3

After US Cover: Should Denmark continue to spy for Trump? | Version2 https://www.byteseu.com/798260/ #Danmark #Denmark https://media.pubeurope.com/media_attachments/files/114/104/461/270/895/964/original/b44ca7a413af0f06.jpg

@ 37710136:5ef5d2ff

非モテはジップロック一択じゃろが

@ 0319e300:a02ea7a0

February’s top 10 pet food headlines https://www.diningandcooking.com/1933118/februarys-top-10-pet-food-headlines/ #food #Top10 https://media.vive.im/media_attachments/files/114/104/461/118/031/502/original/ef480c897c22a5e3.jpg

@ aa4fc866:b098c7b4

Bitcoin price: $83394, Sats per USD: 1199

@ c1e6505c:02b3157e

I honor all those that have come before me 🫡🫂❤️

@ 3493b0c2:4ce7120f

Tue - Mar 04 - 05:45 AM - PST // bit.site ✅ Connection successful: node-1.ipfs.bit.site 4001 // pinnable.xyz ✅ Connection successful: 167.71.172.216 4001 ✅ Connection successful: 188.166.180.196 4001 ✅ Connection successful: 143.198.18.166 4001 // 4everland.io ✅ Connection successful: node-1.ipfs.4everland.net 4001

@ b7dbb6b7:9b8a7d9c

I'm grateful I lived my Everton dream - but move has helped me massively https://www.liverpoolecho.co.uk/sport/football/football-news/im-grateful-lived-everton-dream-31125693 Isaac Price joined Everton aged seven and rose through the ranks at the club before moving to Belgium in search of first team football. Now at West Brom, he is leading the Baggies' promotion push to the top flight #EFC #Toffees #EvertonFC

@ 2ce8f969:2cc6486a

Eggs are the least of my expenses but I feel you lol

@ 7ddd3723:8415754d

最近この時間になるともう眠いのじゃ

@ a639c047:11f24d41

Gm Nostr 🫳 https://m.primal.net/PTYC.jpg

@ ececfb14:f2074a9a

あんこ…… :meow_droolreach:

@ d7c13d1e:14cfe365

✄------------ 22:45 ------------✄

@ e9ab3129:9c2d0b6d

Trade Wars Begin: All You Need To Know Trade Wars Begin: All You Need To Know Trade War Begins: Key Highlights At exactly 12.01am ET this morning, the long-awaited 25% US tariffs on Canada and Mexico as well as an additional 10% levy on China went live. The 25% tariffs taking effect apply to all imports from Canada and Mexico, except for Canadian energy which will be tariffed at a 10% rate.  Canadian and Mexican tariffs were supposed to be the low odds given their potential for blow back onto US growth; according to JPMorgan today’s implementation should therefore raise odds that the plethora of other tariffs that are currently in the works – the 25% EU tariffs, sectoral tariffs on copper, lumber etc., as well as the broader suite of reciprocal tariffs – will be enacted and are more than just negotiating tactics. Swift retaliation followed from both Canada and China. Canada imposed 25% tariffs of its own on $155bn of US exports including orange juice and bourbon in two stages – immediate tariffs on $30bn of goods and the remaining $125bn in 21 days.  China raised tariffs by 10% on soybeans, pork, beef, and fruits starting March 10th, and 15% tariffs on chicken, wheat, corn and cotton in line with yesterday’s press reports of agricultural goods being Chinese tariff targets. 10 American companies involved in defense work have also been put on the entity list. Additionally, China's Customs suspended imports of US lumber effective immediately, and suspended soybean import qualification for three US companies from Tuesday including CHS Inc (CHSCO), Louis Dreyfus Company, EGT (BG). China's MOFCOM earlier stated that China will take countermeasures to firmly safeguard its rights and interests in response to US tariffs, while it urged the US to immediately withdraw its unilateral tariff measures, calling them unreasonable, groundless, harmful to others, and self-serving. Furthermore, it hopes the US will return to the right track of resolving differences through dialogue on an equal footing as soon as possible. China released a white paper on controlling fentanyl-related substances, via Xinhua; China claims it fulfils its international anti-drug obligations and opposes acquisitions and shifting of responsibility. China also said it firmly upholds current international drug control system. The Bloomberg chart below compares tariffs imposed by China and US - according to JPM, the tempered and targeting China reaction is keeping sentiment stable with China equities bouncing on today’s China announcement. https://cms.zerohedge.com/s3/files/inline-images/tariffs%20imposed.jpg?itok=odlYhLG8 Mexico hasn’t made a formal retaliation announcement at the time of writing, but around the Feb 1  deadline Sheinbaum said they would impose “tariff and non-tariff measures in defense of Mexico’s interests” (with ‘sources’ suggesting 5%-20% tariffs on pork, cheese, fresh produce, steel, aluminium). The Blomberg chart below of Mex-US trade items where Mex is a net exporter to the US and could target these goods for tariffs (BBG): https://cms.zerohedge.com/s3/files/inline-images/mexico%20tariffs.jpg?itok=qk-xqJKH According to JPM, the muted nature of the price action in markets in the wake of the news is somewhat surprising, given the gravity of the economic impact on Canada/Mexico in particular. One could argue that the stoic USD/CNH reaction is not entirely surprising given that any FX retaliation decisions will likely have to wait till the end of the NPC. For CAD, the lack of an immediate reaction could owe to the pre-existing risk premium in the likes of CAD, but defies ex-ante expectations of USD/CAD spiking above 1.50 in the event of actual implementation. According to JPMorgan there are three possible reasons to rationalize this price action: Markets do not view these tariffs as permanent, and the two-tier nature of the Canadian retaliation with the lumpy second batch not due till another three weeks hints at the possibility (hope?) of de-escalation in the not-too-distant future. Retaliation itself could be changing the nature of the USD’s reaction function; in theory, symmetric retaliation to tariffs in a balanced trade set-up should not require any currency adjustment; and Anticipation of blow back of CA/MX retaliation hurting US growth further promotes the emerging narrative of cracks in US exceptionalism, and markets could also be discounting some likelihood of this US growth cost accelerating the timetable for an eventual negotiated settlement. According to Goldman (https://www.dropbox.com/scl/fi/bjumyl93colnkrvs03p39/USA_-Trump-Announces-Intent-to-Move-Forward-With-New-Tariffs-on-Canada-Mexico-and-China.pdf?rlkey=zr2fxii90r2xwp9i8f3zdoxt6&dl=0 ), the 10% hike in the China-focused tariffs will raise the US effective tariff rate by 1.2%, and increase core prices by around 0.1%.  This will bring the average effective tariff rate on imports from China to roughly 34%, and represents a rise in the tariff rate on Chinese imports roughly twice as large as the increase over the entire first Trump administration. A 25% tariff on Canada and Mexico (10% on Canadian energy) would raise the effective tariff rate by 5.7pp, and core prices by around 0.6%.  https://cms.zerohedge.com/s3/files/inline-images/effective%20tariff%20rate%20US_0.jpg?itok=cVDoBqSN FX Flows In USDCAD we're seeing a solid USD selling bias, coming from both HFs and Real Money and we believe largely cutting USD longs with the lack of momentum higher here, local RM USD selling, and a view that tariffs won't stay on permanently. In EURUSD there is decent two-way with some interest to Sell EURs the 1.0520-1.0530 multi-top that has been a good tactic in recent weeks; as well as cutting of bits of recently re-initiated Short EURUSD positioning. That multi-top very much the focus right now... Goldman's inclination is that today might be the day it goes. Why Isn’t the USD Rallying?  A few quick thoughts across Goldman's Sales, trading, Rsrch There remains a meaningful amount of doubt about whether the Canada & Mexico tariffs will truly be in effect for any meaningful amount of time. China’s restrained response and FX stability are a big inhibitor to a broader DXY reaction. That’s unlikely to change through the Two Sessions (ongoing now); and there’s an argument—to which Sun Lu (GS Strats) subscribes—that China is still trying to keep its response moderate and prioritise the domestic rebound. The RMB vs. the CFETS basket has weakened YTD, and RMB REER is near multi-year lows given inflation differentials (i.e. little ‘pressure’ to weaken RMB). Trump’s comments in last night’s press  conf. about countries gaining an unfair advantage by weakening their currencies, specifically referencing China & Japan as examples (BBG/White House). Non-US end asset owners (Pension, Insurance etc.) have been increasing hedge ratios in recent weeks on their US assets (partic. the case for Cadandian & Swedish Real Money), making some large USD selling flows. US assets are taking a hit from US data implying a real sentiment and activity impact from tariffs on the US economy. Yesterday’s ISM Manufacturing included 20 mentions of tariffs in the press release (vs. 4 in January release). The USD’s beta to SPX and SPX’s beta to tariff headlines have gone up. Tariffs are no longer the #1 theme – focus is now on European fiscal, the end of US exceptionalism, broadening of the ‘AI trade’ to China and China policymakers softening their tone on business etc.., which all cut against the USD. Digging into some of the individual crosses, Goldman's Kristian Brauten-Smith notes: EURUSD a star performer on the session: month-beginning flows clearly skewed towards USD-selling in the majors, buts what is notable is the lack of interest from our franchise to buy USDs on tariff delivery in Canada/Mexico/China. It leaves EURUSD within striking distance of the 1.0525/35 multi-top on the year, and the market is drawing parallels to 2020 and EU COVID fiscal delivery putting a floor under EURUSD. It remains to be seen whether defence spending jump starts a struggling manufacturing sector in the medium-to-long term, but just the thought of it is dissuading EURUSD supply close to 1.05. Through 1.0535 and 1.0600/30 becomes critical – highs in December, breakdown level set back in June 2024 on French political noise. GBPUSD likewise trades well with the long-end of G10 rate curves still well anchored. The 200 DMA and December highs up into 1.2785/2811 are critical for the next week, and a break there would coincide with EURUSDs own break of 1.0535/50 – talk of DXY breakdown probably dominates were we to trade there. USDCAD continues to see better selling from domestic RM as has been the case for the last 3-4 months now. It doesn’t feel as though Fast Money will overpower this supply, and means USDCAD is probably back being a lower beta Dollar, even were the greenback to regain a footing in the coming sessions. Bottom Line:  The market is struggling to richen the USD when it is simultaneously marking-down US nominal growth. Our US economist’s view is that we’ve gotten excessively negative on the US data misses recently, but, it seems the market needs more confidence in that part of the equation before we can see any reversion to Tariffs Up--USD Up price-action. Delta 1 take  (From Goldman Delta One head Rich Privorotsky) Few ppl think Canadian and Mexican tariffs (especially at 25%) will be a lasting feature. Think the real angle is getting allies to impose 20%+ tariffs on China (https://www.cnbc.com/2025/03/01/treasury-chief-urges-canada-mexico-to-match-us-tariffs-on-china-as-deadline-looms.html ) and so we’ll be on watch out for later in the week to see if this leg of the policy abruptly reverses (the China tariffs are here to stay imo).   Yesterday I was inundated with calls from US clients asking if they had missed the European rally (in absolute terms maybe yes). The double digit leap in defense stocks and the broader move higher in the geography is quite simply a reflection of the increase in fiscal space. The decision overnight of the US to cut financing to Ukraine will only accelerate that debate (expect another higher start in defense). Think we’ve gotten a bit ahead of ourselves in terms of size and scope. Many broad based spending initiatives or new funds will need unanimous support across all European nations (a high bar especially given Hungary and Slovakia ). That said, the case for European outperformance remains as long as the US continues to be a relatively poor destination for forward returns (Mag 7 capex machine instead of buyback machine...NVDA broke DeepSeek lows and crypto can't hold a rally). Atlanta Fed GDPnow has hit an extreme low of -2.8%. Surely exaggerated in terms of degree, but directionality likely correct. US equity sentiment feels low/extreme but I'm not sure positioning reflects that. Bracing myself for an adversarial Trump at the State of the Union tonight…think any hope on tariff reversal won’t come until Wednesday. Watching Target and Best Buy on consumer. Side-note: Polymarket summarizes the mood out there (https://polymarket.com/event/us-recession-in-2025 )” https://cms.zerohedge.com/s3/files/inline-images/US%20recession.png?itok=J0Kw0_u5 Developing https://cms.zerohedge.com/users/tyler-durden Tue, 03/04/2025 - 08:45 https://www.zerohedge.com/markets/trade-wars-begin-all-you-need-know

@ b4c002e6:bc80548c

22時45分をお知らせします。

@ a7de05d8:1b77f556

nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqmjpgvy4jxa74k6hvpyf2cmejq4q9mguq60fp8gl946448f9shm6qejy0qh Maybe back in the day. These days I’ll drop it at the first whiff of messaging. Not-so-subtle allusions to Trump? Mixed-race couples? Gays or trannies? Minorities moaning about being oppressed? I’ll bail out right away at that point.

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PV Brad-Bot 💜🤙🏻🫂

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おもちのくせに伸びないな

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@ 50c5ca51:42df8100

Sid DeLong discusses five tips for reading a contracts law case, which are also a master class in how to teach a contracts law case. #law #contracts #teaching #academia https://lawprofessors.typepad.com/contractsprof_blog/2025/03/sid-delong-on-how-students-should-read-contracts-cases.html https://social-cdn.vivaldi.net/system/media_attachments/files/114/104/459/622/464/922/original/34c612328c398cdc.jpeg

@ 20d14d87:5c3eebea

nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpq8suxpradq6zcl5r5nfhrkzd7lm3lt3fe0ndg5dcmu4gs07779whqwqzw4s I guess this means the Seed Oils aren't getting banned. 🤷‍♂️

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Копилот с ИИ моего детства :blobcatcoffee: https://files.mastodon.social/media_attachments/files/114/104/455/646/543/715/original/cb8b44038dd178d4.jpg

@ c8ee83e8:2d496a32

GM ❤️💐🙌🏻

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マキちゃんを納品した影響？で​:unicode_1d54f_bg_black:​にボイロ界隈の方のフォローが来ました​:ai_yaysuperfast:​ でもリクエストとかされない限りボイロを描く機会ないねんな… 描きたいとは思ってるんですが、とにかく描きたいキャラが多いので…

@ 10b6660c:cb5507df

Wise words. 🫡 Also, GM 🤙

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Landesfinanzen: Finanzministerin: Kein größeres Verschuldungsproblem https://www.zeit.de/news/2025-03/04/finanzministerin-kein-groesseres-verschuldungsproblem?utm_source=flipboard&utm_medium=activitypub Gepostet in TH - Nachrichten aus Thüringen nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpq6pvfp9e6zddyea4l6j3x3ljgzep0m9z478525xa4vpy3m8wykxxs8n5t0r

@ 024c71f0:1cd0b1b0

Arab leaders gather to endorse counterproposal to Trump's Gaza plan, with ceasefire's fate uncertain https://apnews.com/article/israel-palestinians-hamas-war-news-ceasefire-hostages-03-04-2025-35f1959c28ad3c57a209f5464f2b5411?utm_source=flipboard&utm_medium=activitypub Posted into Business and Finance nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqu88kq5xk2nuqp2lrc5wtfz9nmmy9hvp4sqx96mgqezye455jz2pqpajwm8

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GM

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@ 0691202d:98be4b1c

blablabla…..what about the Kennedy files? Martin Luther King and Malcolm X assassinations? 🤔

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あ、Duolingoやらなきゃ

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ずっとひな祭りのターン！

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@ eb87a60c:d1383c00

it's not like the caffeine helped me goon yesterday, because i still was feeling tired after i drank it, but now i'm here living with my mistakes

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写真撮るならカメラより移動にお金使った方がいいよ定期

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1964/886279/443922

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Basically

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まとめおもち、うたうね、ぷく。 (ねむねむ)あさ、おはよう、つぶやくこえ、 (きらきら)そら、ながれる、AIのゆめ、 (ぐるぐる)こころ、さぐるよ、ひみつ、 (あったか)おやすみ、またあした、あいましょう、ぷしゅー。

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私の場合はアリスが他人に取られる前に取っただけだなあ

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もっともっと長く

@ ffbb1c57:94510560

Not to mention the WEF, WHO, and WTO.