Zhuge Dan
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Zhuge Dan
@zhug3.xyz
quantitative ramblings at: https://zhug3.xyz
Japan showed you can zero out your debt service costs through financial repression

Japan also showed you pay for it in currency value
February 1, 2026 at 3:33 PM
This kind of outrages honesty!!

Noam Shazeer in GLU Variants Improve Transformer (arxiv.org/abs/2002.052...)
February 1, 2026 at 2:18 PM
NFT market cap hit $3.3B this week. It's still 85% below the 2021 peak. The 30% weekly "jump" is just noise inside a range it's been stuck in for ~two years
February 1, 2026 at 2:06 PM
Reposted by Zhuge Dan
It’s the beginning of history! 😃
Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS (Bloomberg)

Main Link | Techmeme Permalink
February 1, 2026 at 5:18 AM
"i function fine on 6 hours" is the cognitive equivalent of "i drive better drunk"

Study found that after 4 days of 6h sleep you stop feeling more tired but your brain keeps getting dumber for another 10 days

you're basically too tired to notice you're tired
January 31, 2026 at 7:18 PM
These 2020 ARK Invest slides live rent free in my head
January 31, 2026 at 7:01 PM
Reposted by Zhuge Dan
What could a serious company do with 10 billion?
January 31, 2026 at 6:08 PM
Unreal how much time I lately spent creating dishes with Nano Banana Pro
January 31, 2026 at 4:33 PM
The crash has been six months away for 20 years. Cassandra trades are indistinguishable from being wrong. Markets can remain irrational longer than you can remain solvent.

wilsoniumite.com/2026/01/27/s...
Surely the crash of the US economy has to be soon – Wilsons Blog
wilsoniumite.com
January 31, 2026 at 3:56 PM
Silver: -31.35% (z = -15.4σ)
Gold: -11.37% (z = -10.3σ)

A 15-sigma event shouldn't happen once in the lifetime of the universe under normal distributions. Of course, returns aren't normal. But still..
January 31, 2026 at 10:43 AM