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NFA / All trades are my own

@unusual_whales

Come hang out! Free + Premium👇

[3dot @3dotfunds]

Kevin Xu is living out of the Andrew Left (Citron Research founder) playbook...

1. Build a following.
2. Use that following to create demand.
3. Push the asset.
4. Let retail pile in.
5. Exit while the crowd is still believing.
6. Then act like you were just “building community.”

That’s exactly what made Andrew's case so ugly: the public message and the private action allegedly did not match. Retail heard confidence (Just like how Kevin says "ALL IN"). Then they took the liquidity...

Now look at Kevin Xu and AfterHour/AH coin + his current scam...

He built trust with retail traders through AfterHour, launched a token into that same audience, watched followers buy into the story, and then the people who trusted him were left holding the bag. Fast-forward to today, he is repeating the process just like Andrew did.

Same damn playbook.

Your followers are not exit liquidity, Kevin.

May the Feds humble you in the near future...

[3dot @3dotfunds]

Musk: Anthropic currently the leader in AI.

[3dot @3dotfunds]

The most underpriced development this week isn't in crude. It's in refined products.

Russia banned all diesel exports through July 31 after Ukrainian drone strikes disabled a large share of its refining capacity, including Omsk, its largest refinery. Russia supplied about 11% of global diesel last year; its exports had already fallen to roughly a third of normal levels before the ban made it official.

The market response was immediate: European diesel margins hit a record $60 per barrel, and US diesel futures rose 13% in one session, compounded by collapsed tanker traffic through Hormuz.

What I'm watching is the transmission mechanism. Diesel prices feed trucking, freight, agriculture, and jet fuel costs... a faster, broader path into CPI than crude itself. The Fed minutes released Wednesday showed some officials already arguing a rate hike could be warranted, before this repricing.

The consensus assumption is that the ban lapses July 31 and repairs restore capacity. Both are possible. But strikes have been repeating... one refinery was hit twice in a single week and physical capacity doesn't return on an administrative schedule.

Refining margins are the cleanest expression of this, and the market has started to agree: US refiners rallied 5-6% into a broadly down tape. Developing story.

[3dot @3dotfunds]

@DarioCpx AI

[3dot @3dotfunds]

Record short oil into a reopened shooting war. Bold...

The market spent June pricing the glut: OPEC+ hiking, Saudi discounting, Iranian barrels flooding back. Shorts piled to record levels.

Three tankers get hit, Iran claims strikes on 85 US sites, and Brent rips from $72 to $78.
But the shorts' real problem isn't the missiles. It's the paperwork. Treasury revoked Iran's oil license... loading stopped Tuesday, full wind-down July 17. Supply comes off on a calendar, not a battlefield.

Trump is also talking about reinstating the blockade that zeroed Iranian exports in April.
Even gold selling off 2% into this tells you positioning is offside everywhere.

The glut is priced but the squeeze isn't.

[3dot @3dotfunds]

War back on but futures up???

[Open Source Intel @Osint613]

BREAKING 🔴

U.S. military:

"U.S. Central Command (CENTCOM) forces completed an additional round of strikes against Iran, July 8, to further degrade Iran's ability to attack commercial shipping and innocent civilian mariners in the Strait of Hormuz.
U.S. forces struck approximately 90 Iranian military targets including air defense systems, coastal surveillance assets, missile and drone storage sites, naval capabilities, and military logistics infrastructure along Iran’s coastline. The latest strikes follow successful execution of offensive strikes in Iran the night before.
CENTCOM forces hit approximately 80 Iranian military targets July 7, including more than 60 Islamic Revolutionary Guard Corps small boats, to impose heavy costs for Iran violating the ceasefire by attacking three commercial vessels navigating the Strait of Hormuz.
U.S. forces remain vigilant, lethal, and prepared to execute operations directed by the Commander in Chief."

[U.S. Central Command @CENTCOM]

At the direction of the Commander in Chief, U.S. Central Command forces have started conducting additional strikes against Iran to further degrade their ability to threaten freedom of navigation in the Strait of Hormuz. The United States is holding Iran accountable for recent unjustified aggression against commercial shipping and civilian crews freely navigating a vital international waterway.

[3dot @3dotfunds]

Meta to invest $10 bln for first data center in Canada. $META

[3dot @3dotfunds]

Fed Minutes: Fed staff forecast for inflation in 2026 and 2027 was higher than in April forecast, reflecting the Middle East war and effects of AI buildout.

[3dot @3dotfunds]

Going back to war and market moons... gotta love it😂

[3dot @3dotfunds]

$NVDA Now up over 3%...

[3dot @3dotfunds]

Trump: We demolished Venezuela and Iran's military

[3dot @3dotfunds]

$TYX:CGI 30YR just hit HOD and pushing...

Not looking too hot for markets

[3dot @3dotfunds]

$NVDA quite literally saving the entire market today...

[3dot @3dotfunds]

$MSFT MICROSOFT: REPLACES OPENAI, ANTHROPIC WITH OWN AI IN SOME APPS

[3dot @3dotfunds]

$NVDA quite literally saving the entire market today...

[3dot @3dotfunds]

Brewing...

[3dot @3dotfunds]

Tonight will be likely be very ugly...

Margin call.

$MU $SNDK $WDC

Article from June 23:
https://t.co/gHE9DWh2uh

[3dot @3dotfunds]

Tonight will be likely be very ugly...

Margin call.

$MU $SNDK $WDC

Article from June 23:
https://t.co/gHE9DWh2uh

[3dot @3dotfunds]

Futures mixed...

[3dot @3dotfunds]

$AMD - AMD CEO TO ATTEND TRUMP EVENT

AMD CEO Lisa Su is expected to attend President Trump's Trump Accounts event in the White House Rose Garden on Monday, according to FOX Business correspondent Edward Lawrence.