Illya Gerasymchuk profile photo
Illya Gerasymchuk
Financial & Software Engineer

Threads / Articles

Long-form writing on macro, market structure, commodities, Bitcoin, crypto markets, machine learning, and AI systems.

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How USA Profited 70% On Gold In 1 Year
Started: 2026-02-14 Updated: 2026-02-14 1 thoughts
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Central Bank of Russia Denies Return to USD Payments
Started: 2026-02-13 Updated: 2026-02-13 1 thoughts
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Overfitting In Machine Learning Models Visualized
Started: 2026-02-13 Updated: 2026-02-13 1 thoughts
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Fact-Check: Russia Moving Back To USD?
Started: 2026-02-12 Updated: 2026-02-12 1 thoughts
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My trading ML factory yielded ā‰ˆ22% return on gold on a daily timeframe, which is almost a double of gold's return in the same time period (ā‰ˆ12%)
Started: 2026-02-11 Updated: 2026-02-11 2 thoughts
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Scarcity Doesn't Make Bitcoin Better Than Gold
Started: 2026-02-09 Updated: 2026-02-09 1 thoughts
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Don't Be Fooled By Backtest Performance
Started: 2026-02-07 Updated: 2026-02-07 1 thoughts
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No AGI With LLMs In Their Current Form.
Started: 2026-02-05 Updated: 2026-02-05 1 thoughts
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AI will follow a much more logarithmic growth than the hype may lead you to believe
Started: 2026-02-03 Updated: 2026-02-03 1 thoughts
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Metropolitan Capital Bank & Trust is the first US bank to fail in 2026
Started: 2026-01-31 Updated: 2026-01-31 1 thoughts
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Palladium Is A Great Investment In 2026
Started: 2026-01-29 Updated: 2026-01-29 1 thoughts
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Copper extends its gains to ā‰ˆ9% on the day, and its appreciating more than gold and silver
Started: 2026-01-29 Updated: 2026-01-29 1 thoughts
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Today's Commodity Miners Sell-Off Is A Buying Opportunity
Started: 2026-01-27 Updated: 2026-01-27 1 thoughts
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Natural Gas Prices Are Very Volatile
Started: 2026-01-27 Updated: 2026-01-27 1 thoughts
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Silver Miners Are Up ā‰ˆ12% Since My Recommendation From 4 Days Ago
Started: 2026-01-22 Updated: 2026-01-22 1 thoughts
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Don't Overthink Commodity Miners Investments
Started: 2026-01-22 Updated: 2026-01-22 1 thoughts
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Copper Is A Great Investment In 2026 - Technicals & Fundamentals Explained
Started: 2026-01-21 Updated: 2026-01-21 1 thoughts
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Yesterday, I explained why silver mining stocks are undervalued in 2026
Started: 2026-01-19 Updated: 2026-01-21 2 thoughts
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A month ago me and Gemini 2.5 Pro Deep Research had a disagreement
Started: 2025-05-21 Updated: 2026-01-21 2 thoughts
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Good For Gold, Bad For USD: US Tariffs on Europe
Started: 2026-01-20 Updated: 2026-01-20 1 thoughts
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Even As Central Banks Bought Gold, The Market Analysts Remained Bearish
Started: 2026-01-19 Updated: 2026-01-19 1 thoughts
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Silver Mining Stocks Are Undervalued In 2026
Started: 2026-01-18 Updated: 2026-01-18 1 thoughts