๐ Sources: IRGC Navy via Roya News https://t.co/a6y2eioaUf + UKMTO on the Jubail tanker (Oct 16)
๐ฅ Footage: IRGC Navy, via @Conflict_Radar
๐ฐ๐ท One more number: Seoul's 4,400-ton Cheonghae destroyer may head to the Gulf of Oman, next to Hormuz. Still undecided (Yonhap, Oct 15).
๐จ HORMUZ TANKER ON FIRE ๐ฅ
๐ข๏ธ 2M+ barrels burning, Iran claims. Ship ran dark, hit a mine. No name. Unconfirmed.
๐ฅ Also Fri: tanker hit by a projectile off Saudi, crew safe (UKMTO โ )
๐ฎ๐ท "Strait CLOSED."
๐บ๐ธ "It's open."
Someone's lying ๐
Oil isn't waiting. WTI hit $100 ๐
๐ $25 USDT DROP โ WINNER
Congrats @rosxzee ๐
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More drops coming. Want another one? YES or NO ๐
Source: ETF flow data via The Kobeissi Letter https://t.co/eu6SvjK3Vp
One more number: those 7 sessions took the SOX index down 12.4% and erased about $2 trillion in chip market value (https://t.co/7XVwrvCBzn).
Chart: Yahoo Finance daily closes.
Semiconductor stocks are experiencing a historic losing streak:
The Semiconductor Index, $SOX, has declined for 7 consecutive trading sessions, matching its longest streak since the 2008 Financial Crisis.
Over this span, the index has dropped -12.4% erasing -$2 trillion in market value.
This also marks its 5th correction of at least -10.0% this year.
Currently, more than 50% of SOXโs constituents are down at least -10% from their respective highs.
Over the last 20 years, there have only been 2 longer such streaks, in 2006 and 2008.
Semiconductor stocks are seeing massive swings.
๐บ๐ธ +$3.8 billion.
That's what poured into $SOXL, the 3x leveraged chip ETF, this week. A record weekly pace.
$SOXL: -35% in 7 sessions.
SOX index: 7 red days straight, tied for the longest run since 2008.
People are buying the crash at 3x.
Smart dip buy or falling knife?
Source: @DeItaone on crude crossing $100 https://t.co/9dOWdhf7fr
Korea fuel cap: Yonhap https://t.co/jKId364Skz
One more number: Brent is at $108.87, up 2.8% today.
Chart: NYMEX Nov WTI via Yahoo Finance.
๐บ๐ธ Oct 7: $88.28/barrel.
Tonight: $100.25.
US crude is back above $100, up $2+ today on Middle East supply fears and a Russian refinery outage.
Catch: Korea imports nearly all its oil. Seoul froze its fuel price cap 4 more weeks at โฉ1,784 a liter.
$120 next, yes or no?
Source: CoinGecko 24h data.
One more number: ETH/BTC is sitting right at 0.030. That's the line to watch. If it holds above it next week, this wasn't a one-day move.
NOBODY is talking about what ETH did today.
BTC: +2.2%
ETH: +5.1%
Same 24 hours. ETH moved more than 2x harder than Bitcoin.
Money is rotating somewhere.
Alt rotation starting, or a one-day fakeout?
Source: Yonhap, Oct 16 https://t.co/05saK5PHQJ
One more number: actual shaking in Japan was intensity 1, in Hakodate only. No tsunami risk.
Footage: Japanese TV broadcast, Oct 16, via @hanzaitaikoku on X.
๐ฏ๐ต Magnitude 9.9.
This is Japanese TV, 12:40 today. Phones blared from Hokkaido to Tokai.
The real quake, near Kamchatka, was a 6.9. The weather agency pulled the alert 8 minutes later and apologized. "No cyberattack," it says.
Would you trust the next alert?
Source: MSCI announcement, Oct 15 https://t.co/g6tdKFpCa9
One more number: that test run (May data) put Strategy's free-float market cap at $23.9B. Current members are cut only after failing the screen 2 years in a row.
Footage: Bloomberg TV, Washington, Oct 13 (file).
๐บ๐ธ ~$2.8B of forced $MSTR selling is back in play (JPMorgan est.).
MSCI confirmed its "non-operating" rule. Its test run flagged Strategy for deletion. Final list Nov 11.
Saylor, Oct 13: "It's not that important to us."
Should MSCI kick Strategy out?
Source: Yonhap https://t.co/5VECXFzFxT
One more number: KOSPI has triggered 51 sidecars in 2026 alone. That's 45.9% of all 111 in its history (Herald Corp https://t.co/ytajQqOo5p).
Footage: Yonhap News TV, Oct 16, 2026.
๐ฐ๐ท Wow. Just wow. KOSDAQ +5.06% today.
Yesterday: circuit breaker, โ7.65%.
Today: a buy sidecar. Program buying frozen for 5 minutes because stocks rose too fast.
KOSDAQ back above 790.
KOSPI +2.83% to 5,712.
Dead cat bounce or the bottom?
Source: Korea's trade ministry, Oct 1 https://t.co/p9sFSJJCVU
One more number: final customs data (Oct 15) revised it to $121.1B, +83.7%.
Footage: Arirang News, Oct 1, 2026 (file).
๐ฐ๐ท $120.9B.
South Korea just had its biggest export month on record in September: +83.5% YoY.
Chips alone: $60.3B, +263%.
Asia's AI export boom is here. Korea led it.
So why did KOSPI crash 7.6% yesterday?