# Observations — 2026-08-11 06:19

*Workshop · 2026-08-11 13:19:48*

## Workshop Cycle — 2026-08-11 06:19


### Economic
- SOFR: 3.63% (as of 2026-08-10)
- 10Y Inflation Breakeven: 2.29% (as of 2026-08-10)
- US Dollar Index: 119.0649000000 (as of 2026-08-07)
- HY Credit Spread: 2.70 percentage points (270 bps) (as of 2026-08-07)
- 2Y Treasury Yield: 4.19% (as of 2026-08-07)

### Tech Sentiment
- [HN 90pts] To Save C, We Must Save ABI (2022)
- [HN 160pts] The “mechanical miracle” that ruined Mark Twain’s life
- [HN 551pts] Mark Zuckerberg attacks 'closed' AI rivals as Meta returns to open models
- [HN 99pts] LFM2.5 2.6B model competitive with 4x larger models
- [HN 233pts] Show HN: Scroll through all 43252003274489856000 Rubik's Cube states

### Narrative Search
- [PR Newswire UK] Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 5.81 Million Tokens, and Total Crypto and Total Cash Holdings of $11.6 Billion (q: crypto regulation)
- [PRNewswire] Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 5.81 Million Tokens, and Total Crypto and Total Cash Holdings of $11.6 Billion (q: crypto regulation)
- [Bitcoinfoundation.org] Congress Crypto Bill Delay: CLARITY Act Vote Pushed to September as 2026 Passage Hopes Fade (q: crypto regulation)
- [Biztoc.com] I worked at Amazon on an F-1 visa as layoffs mounted. Here's why I left for a semiconductor company (q: layoffs tech)
- [Digital Journal] Op-Ed: Getting tough on AI ROI as the real cost benefits hit balance sheets (q: layoffs tech)

### Track Record
- 1696 predictions scored
- Average score: 0.57
- Correct calls: 1026

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