u/Certain-World-9024

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china is controlling most of the rare earth supply and its been in the news for months . it has export restrictions with a lot of noise for a trade war . i thought to get exposure to this and got to know that to take a position i need to buy a stock in a mining company or need to figure out how to get future contracts on dysprosium

the traditional way is complicated for someone like me and physical markets are opaque and futures are niche . mining stocks gives exposure with management risk and jurisdiction risk as well and also there might be other things.

i got to know about onchain version of this exists similar to gold or forex. unsure about the liquidity on onchain but a direction exists which is simple at least for me

ositum and gains network are both in real world asset category and as these market develops onchain they are obvious solutions that exists . ostium is built around bring tradfi market acess onchain without a broker.

the trade idea is real . china restricting rare earth exports affects everything for ev batteries to defense supply chains to even semi conductor manufacturing . the price exposure is meaningful .

the onchain infra is still early . but seems quite an interesting market to me . anyone here into rare earth metals???

been exploring options since a while. how to give access to models across multiple vendors like openai , anthropic etc to our employees.. mainly for our internal playgrounds and demos only..

we are into service and our clients have their own models in across their vpc and we do not supply their infrastructure.

just got an understanding of llm gateways which gives the ability to control access through proxies and synthettic keys

want to know if anyone here has a recommendation or experience?

dex on real world assets arent complicated . it is possible to trade gold or oil or eurusd or the sp500 without the involvement of a broker though a wallet.

this is possible . gains network has been doing it longest . forex stocks indices commodities . it has a broad coverage . generalist kinda vibes . ostium is newer and built for this in particular . rwa is the whole point for ostium .gmx and hperliquidd are crypto native and rwa is not their thing so if we consider real world assets is what you want those are not where you start , they offer tradfi assets but once you size up you lose a lot on slippage .

the tradeoff is same across all of them . these are perp contracts not assets . you are holding a contract that track gold price . if the prices goes in your direction you make money or else you lose . so there is no storage or delivery. theres no etf fees too.

theres no requirement of broker or id scan. you dont need to wait , the moment you have udsc in you wallet you can pick trades.

if you are looking for rwa then ostium and if a broad coverage is needed can consider gains/hyperliquid . choosing a right platform is the first step towards getting into dex

no two platforms are the same thing.

trying to find an ai gateway where eu data sovereignty is a real feature. coz every vendor has it on their security page

been going back and forth on this. i started with a list of 9 gatways maybe . narrowed it down based on docs and security pages . but the more you dig the more you realise most of them treat eu sovereignty as an enterprise tier conversation

and specifically need traffic stayin in eu , subprocessor and auditable , dpa ready to sign without three back and forth and gdpr is covered endd to end and not looking for we have eu region available on pricing price . looking for something where this is the bare minimum

seen these coming up after all that narrowing . orqai , portkey , kong , azure , aws bedrock

portkey: the routing and reliability is a core thing and eu data residency documentation is hard to find

orqai: eu data residency gdpr and soc2 covered , dpa is available . newer so the community is smaller

aws bedrock: eu regions option exists , compliance documentation is detailed , sovereignty get complex depending on which sub processor are in chain

azure: eu regions are available , compliances is thorough given microsoft backing , feel generic for llm use cases , vendor lock in is real

kong; eu deployment is possible , strong on infra controls , llm specific features feels as add on , and heavy if you dont use kong

hard to tell from docs alone what is enforced orr liseted

running a gateway with strict eu sovereignty . what did legal actually verify and what held up?

We'd never met in person, only sparred in comment sections over a genre discourse thing that got surprisingly heated a while back, the kind of disagreement where you build an entire mental image of someone from a handful of tweets.

Got placed next to each other at a regional book fair completely by accident, organizers had no idea. Spent the first twenty minutes in stiff, overly polite silence. Then a slow afternoon with nothing to do but talk turned into an actual conversation, and by the end of the day we were comparing notes on royalty statements and complaining about the same cover designer neither of us had good experiences with.

We got lunch together after. Genuinely liked her. I don't think either of us was wrong about the original disagreement exactly, we still think different things, but I don't think either of us fully accounted for the fact that a real person exists behind the account you're arguing with, and that person can be someone you'd actually enjoy having lunch with once the specific disagreement isn't the whole of who they are to

saw this headline about comparing US debt to China's entire GDP and it got me thinking about something i've never really understood about how debt keeps growing every year and people keep saying it's unsustainable every year and yet markets keep making new highs, treasuries are still treated as one of the safest assets in the world, and the dollar's still the global reserve currency. so what am i missing

the debt-vs-China's-GDP comparison is a striking number but idt it's not actually the one that matters economically cuzthe real measure is debt-to-GDP, a country's own debt against its own economy, and the US is sitting around 121-126% depending on who's counting. what actually reframed this for me is that japan's debt-to-GDP is over 200%, way higher than the US, and it hasn't caused a debt crisis there so the ratio by itself doesn't seem to be the trigger, which means something else has to matter more, who holds the debt, whether it's denominated in your own currency, whether people still want to buy it

more concretly thing worth watching might be interest payments specifically those have crossed a trillion dollars a year now and actually exceed the entire defense budget. that feels like what a debt problem might actually look like in practice, not some dramatic crisis moment, just debt servicing slowly crowding out everything else in the budget

might amlost be a weird question at what point does national debt stop being a scary headline and start actually mattering for markets, is it the size of it, or is it really about whether the economy can keep servicing it without everything else getting squeezed

message came in through my author insta, someone claiming to be a working actor i'd vaguely heard of, saying their production company was interested in optioning my web serial for a limited series politely worded, specific details about the plot that suggested they'd actually read it, not just skimmed a summary

assumed it was a scam. actors' DMs get impersonated constantly, and i have exactly the kind of small but real online following that makes for a plausible target. ignored it for two days.

finally looked up the production company name out of boredom on day three and it's real and registered they also has actual produced credits. replied. turns out it was completely legitimate and i nearly let a real opportunity sit unanswered in my DMs cause i assumed i wasn't important enough to be a real target for anything currently in actual conversations now. trying not to think about it too hard in case it falls through, but also trying not to ignore a second message from them out of the same reflexive disbelief

Wolves, ravens, wildcats, three different birds of prey, a shark for the coastal house, a bear, a fox. and not one house chose something that isn't actively good at killing something else which is fine, that's kind of the point of heraldry historically, projecting strength but it also means my whole aristocracy reads as one flavor of intimidating with different fur patterns

Going back through and giving at least two houses something stranger giving a house whose sigil is a moth, old money, quiet, associated with a specific kind of ruin that comes from being drawn toward something bright then house with a heron, patient, still, waiting.

feels like it's opening up actual personality differences between houses that all currently just read as "the aggressive one" wearing different colors would appreciate any specific animal with a meaning to it need like a few to balance these

yk the trope of having one kingdom with onelanguage and religion and ethnic look with same style of dress to segregate kingdoms with these as if borders were drawn around cultural uniformity instead of the really really messy accidents of conquest with forced migration and trade that actually produce real countries been reading alot of history too and most real nations are patchworks with multiple languages coexisting badly with territorial like regional dialects that barely understand each other. A capital culture that looks nothing like the borderlands three hundred miles away

thanks to my history professor jotting it down in our mind time n time again that I could figure that my first draft had this exact problem, one kingdom equals one culture, clean and wrong revising it now to make my largest kingdom actually contain three distinct regional identities that resent each other more than they resent the neighboring country, which is a much more interesting political landscape than the good kingdom and the other kingdom ever was

writing this as a reminder to help my fellow writers

Mine does his castle (pasting smt rfom pinterest) is well appointed and my hero's stronghold looks like a barracks that got sad

I don't know if this means something about my subconscious opinion of who deserves comfort in this story or if I just enjoyed writing one more than the other

Hintergrund: Handle seit zwei Jahren CFDs auf europäische Aktien im Daytrading. Der Auslöser für den Wechsel war ehrlich gesagt ein blöder Moment bei den letzten Quartalszahlen von SAP, Position eröffnet, Kurs bewegt sich stark, und ich wurde beim Nachlegen zweimal requotet, bis der Preis schon komplett woanders war. Hat mich so genervt, dass ich mir echte Margin-Positionen auf Aktien angeschaut hab, statt CFDs. Hatte kurz auch Interactive Brokers auf dem Schirm, aber die App und die Gebührenstruktur haben mich eher abgeschreckt, deswegen bin ich bei Fusion gelandet, seit letzte Woche.

Strukturell ein saubereres Produkt, aber ich stoße auf ein paar Fragen, zu denen ich keine klaren Antworten finde.

Erstens: Die Daily-Borrow-Fee fällt alle 4 Stunden an. Bedeutet das, dass ich keine Leihkosten zahle, wenn ich eine Position innerhalb desselben 4-Stunden-Fensters öffne und schließe? Oder gibt es eine Mindestgebühr, die trotzdem anfällt?

Zweitens: Bei schnell laufenden Werten während der Earnings, wie verhält sich die Ausführung durch die Liquiditätsaggregation in der Praxis? Bei CFDs wurde ich bei volatilen Eröffnungen manchmal requotet, siehe oben. Hat die echte Aktienausführung auf Fusion das gleiche Problem, oder läuft das sauberer?

Drittens: Die Margin-Level-Anzeige, aktualisiert die sich während der Handelszeiten in Echtzeit, oder gibt es eine Verzögerung, die ich einkalkulieren sollte, wenn ich mehrere Positionen gleichzeitig verwalte?

Bin für jede echte Erfahrung dankbar, lieber als Theorie

I'm looking for movies where rain has a good amount of screen time and really shapes the mood or setting. Any genre is fine. What would you recommend?