kek

part-time abolitionist, meme reposter, lurker

[kek @CompositionFlip]

@22moon4ever Correlation… what are you thinking?

[kek @CompositionFlip]

@theralkia How to do that tho?

[kek @CompositionFlip]

@SerenityEquity Did you just draw wyckoff

[RinX 🪐 @0xrinx]

I am telling you, if you consistently build projects and share them publicly, opportunities eventually start finding you

[kek @CompositionFlip]

@Yodaskk 72-74k retest b4 88k

[T @TorayKortan]

When you realise the liquidation event was the mid-cycle leverage flush and the drop to 60K was the mid-cycle spot capitulation flush and the deeper bleed on alts was their bear market bottom flush and it all happened whilst BTC was still up +300% from the cycle lows which aligned with the mid-cycle correction point because the whales made all the money from BTC the first half of the cycle and took their profits and nuked the market so alts die harder and the several-year alt holders finally cave in and sell to give the whales sufficient liquidity so they can buy the alts off them for dirt cheap with their BTC, Oil and stock market profits before they approve the clarity act and the mid-cycle correction turns into the usual cycle continuation where whale and institutional interest shifts to altcoins after forcing all hands out which breaks them out of a bear market so they can finally have their long overdue bull runs which will bring them up to parity with BTC for the final phase of the rally where everyone who capitulated will remain in denial and re-enter once they near the top and give the institutions the exit liquidity to dump everything and make even more money and then the really horrible narratives begin which takes us into an actual bear market dot com boom n bust style the worst we’ve ever seen and everyone who capitulated is left holding the bag at the top of the digital/AI/tech bubble as everything bleeds over a long duration of time and the real regulatory framework starts to come into play and the surviving coins fall down to just a handful as utility becomes a true measurement of valuations and then they change their mind about CBDC’s and implement them and then everything becomes tokenised and the new cycle eventually begins as the world begins to shift into a new era of digitalisation.

[Yadox @Yodaskk]

Sadly, I guess 2nd inflation wave is upon us... ¯\_(ツ)_/¯

[DTCC @The_DTCC]

Today we announced progress toward our goal of advancing 24/7 collateral mobility. DTCC’s Collateral AppChain, a shared infrastructure platform for collateral, will leverage the Chainlink Runtime Environment (CRE) and @chainlink data standard to enable near real-time collateral management across financial markets and blockchains.

The integration will enable the seamless pairing of asset prices, valuations, and movement, with the aim of overhauling how market risk is managed globally and unlock greater capital efficiency.

This milestone reflects our broader vision to enable 24/7, near real-time collateral management across the global financial system.

Read the full announcement: https://t.co/ELVio44scA

[Red5 @Red5djedi]

Be Excellent.

[10Δ @_10delta_]

Too little, too late.

The banks finally read the fine print they signed.

A week after the Tillis-Alsobrooks compromise dropped (& after their lobbyists sat in the White House negotiation sessions that produced it).

They've suddenly noticed that "rewards calculated by referencing a user's account balance" is a long way of saying "interest".

They're right & that's the whole point.

But they're also a week late & a Senate markup short.

The deal is "complete & final" as Tillis & Lummis have declared.

Trump is behind the bill (his admin knows what's at stake).. Treasury wants the carve out because the Bretton Woods 3.0 framework depends on it.

What banks could realistically still extract: tighter definitional language, disclosure requirements, sunset clauses (more cosmetic stuff).

But they won't get the removal of the balance or duration calculation method because that's the core of the entire compromise.

The banks own letter gives away the game: they argue the carve out will "incentivize customers to hold & grow stablecoin balances at the expense of deposits."

That's right.

Welcome to free markets, may the best player win.

Banks lost the entire fight the moment Treasury decided that stablecoins will be the marginal buyer of US debt.

Bretton Woods 3.0 doesn't need their consent.

Hyper digital dollar maximalism.

[simp 4 satoshi @iamgingertrash]

The markets aren’t allowing
anyone under 25 an entry

Your only options are;

> A startup that makes it
> hypergambling a year of pay
> Digital prostitution if you’re female

Absolutely brutal

[kek @CompositionFlip]

@Zedzies @The_DTCC Elaborate?

[10Δ @_10delta_]

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February.

Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance.

The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible.

1st was Europe, which laid the groundwork.

The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40.

Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT.

Europe was transformed from a customer with options into a captive market now purchasing its survival in USD.

2nd was Syria.

The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean.

The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed.

This isolated Iran geographically & cleared the path for what came next.

3rd was Venezuela.

In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily.

The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone.

Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to..

4th is Iran & the Middle East energy shock.

Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled.

The only remaining scaled supplier? The United States.

If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil.

This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system.

The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency.

The structural repricing is happening regardless of how the conflict resolves.

But the US grand strategy goes deeper..

Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths.

By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale.

The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas.

On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls..

Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy.

Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal.

Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass.

Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years.

Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost.

Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first.

The US is seizing all 3.

[kek @CompositionFlip]

@TizzzyRBLX @pl4tinumeffects Can confirm, bro said he had a source mentioning ~30D retention

[kek @CompositionFlip]

@sky__father Where is this from

[rain @redactedrain]

Guy with a 20x oil long when a tanker in the straight of hormuz explodes ($1.2k size)

[autist @litteralyme0]

- My horses: held
- Rome: built over the course of several day
- The ice I'm walking on: thick
- Bit off: just enough to chew
- My Book: judged by its content
- My marbles: accounted for
- The hand that fed me: unbitten

[kek @CompositionFlip]

@AlvinBlox Reply

[kek @CompositionFlip]

@Yodaskk @recluse82 @wantonwallet What is underlying reason for 4 yr cycle in your eyes

[Rory @rorypiant]

slowly, then all at once