Farmoor (sybil snitch)

Trade oil/commodities here on weekends while Tradfi bros are frozen:

[Farmoor (sybil snitch) @Crypto_Tool]

@JupiterExchange @jup_predict Please add Exponent Finance to your port tracker. Thx

[Farmoor (sybil snitch) @Crypto_Tool]

@RyanDay You know why the Discord link on Solstice Fi site goes to Roblox developers Discord? Trying to get support with an account problem. Thanks.

[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.

[Farmoor (sybil snitch) @Crypto_Tool]

@TylerDurden "I have sworn upon the alter of God eternal hostility against every form of tyranny over the mind of man." That psychopath energy. Thank you for your genetic material sacrifice to invent the Murica.

[James Melville 🚜 @JamesMelville]

Gaza:

▪️A peer-reviewed study in The Lancet Global Health estimated 75,200 violent deaths between October 7, 2023, and January 5, 2025.

▪️Over 65,000 additional deaths from starvation.

▪️Women and children comprise approximately 60% to 70% of total fatalities.

▪️An additional 10,000 people are estimated to be missing and presumed buried under rubble. 

▪️Over 80% of buildings in Gaza are reported to be damaged or destroyed, with an estimated 320,000+ housing units affected and over 60 million tonnes of rubble created.

Hell on earth. And there is absolutely no justification for this scale of atrocity whatsoever.

[Not Jerome Powell @alifarhat79]

Israel is deliberately targeting civilians in one of the most brutal days in Lebanon’s history.

If you want to know which side doesn’t want a ceasefire and peace you now know.

The war didn’t go as Netanyahu planned so he takes revenge on innocent civilians. Fucking disgusting behavior

HOPE PEACE IS ACHIEVED SOON.
GOD BE WITH LEBANON 🇱🇧

[Farmoor (sybil snitch) @Crypto_Tool]

@AlexMasonCrypto https://t.co/0G7MKGlIgf

[Farmoor (sybil snitch) @Crypto_Tool]

@AzFlin 11OCT2026

[Bankless @Bankless]

LIVE NOW - Nic Carter: Bitcoin Has 3 Years to Survive the Quantum Threat

Bitcoin may be heading into its first true existential governance test.

@nic_carter is back on Bankless to talk through:

- Why the latest Google quantum paper changes the threat model for Bitcoin,
- why 2029 could be the real deadline to migrate to post-quantum signatures,
- how a 9-minute attack could make ordinary Bitcoin transactions vulnerable,
- why the fight over Satoshi’s dormant coins could become Bitcoin’s hardest governance battle,
- and why Ethereum may be better positioned for the transition.

Enjoy the episode!

---
TIMESTAMPS

0:00 Nic Carter’s Stark Warning
3:55 Bitcoin’s Status Quo Problem
9:36 The New Quantum Papers
12:07 When Breakthroughs Go Dark
16:28 “We will not get significant prior notice”
21:24 The 9-Minute Attack
31:33 Why 2029 suddenly matters
34:24 Post-Quantum Tradeoffs
46:03 Why Bitcoin Isn’t Reacting
52:21 The Satoshi coin problem
1:02:54 Nic’s salvage-law alternative
1:10:13 Why Ethereum looks more prepared
1:12:25 Does Bitcoin Survive?

[PNWGUERRILLA @pnwguerrilla]

Further proof that our government is poisoning the American population with ticks.

[Rory Johnston @Rory_Johnston]

I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf

Helpful map from JPM highlighting when that air pocket will “land” in different major consuming regions:
- East Africa last week
- East Asia this week
- Europe next week
- North America two more weeks

[Farmoor (sybil snitch) @Crypto_Tool]

My EtherFI Link is here, which will get you some points: https://t.co/T5iETYDL2P

[Farmoor (sybil snitch) @Crypto_Tool]

I have looked at all top crypto cards and I can say that @ether_FI and @xplaceapp are the two best. EtherFI for EVM, 3% cash back paid in ether, 6% paid on your cash (via Liquid) and other vaults for yield on eBTC, etc. You can spend your assets directly or borrow against them

[Farmoor (sybil snitch) @Crypto_Tool]

My XPlace ref link is here (gets you 500 startup points): https://t.co/0mzcYOVAd7

[Farmoor (sybil snitch) @Crypto_Tool]

XPlace (doing an airdrop that they have talked repeatedly about) handles assets on Solana and most of EVM chains. Cash back can actually be high if you consider the airdrop and higher paid tier cards. Both offer metal cards.

[Farmoor (sybil snitch) @Crypto_Tool]

@TylerDurden We needa provide sum democracy (for all top 5 oil producer)

[Farmoor (sybil snitch) @Crypto_Tool]

@TylerDurden @veH0rny @MikeSilagadze @ether_fi @Ether_fi been phenomenal customer service experience. Been very responsive.

[Tina Zimmermann @TinaZimmermann4]

💊Satanic ritual abuse survivor 💚Jeanette Archer exposes the
😈Royal family at the Windsor Castle and their alleged
child trafficking connections.
👉These are the families and bloodlines at the top of the pyramid that are a part and deeply embedded into these cults

The SCIF

[matrixbot @thematrixb0t]

Meet Bill Gates’ new microneedle patch implant that installs both modified mRNA and permanent quantum-dot “QR codes” into your body.

Planned for mass rollout during the next plandemic — a biological “vaccine” passport controlling who can shop, dine, or travel.

[Geiger Capital @Geiger_Capital]

*ANTHROPIC LINKS AI AGENT WITH TOOLS FOR INVESTMENT BANKING, HR

It’s over.
Half of analyst seats will be gone in 5 years.