Pat B💹🧲💼 (RN)

Liquidity Observor | Musical Chairs Participant | Financial Artist

[Pat B💹🧲💼 (RN) @PatrickBarkman]

global geopolitics in 2026 boils down to: do you know what eschatology is or do you think the Iraq war was still just about oil

[InterestArb @InterestArb]

According to Morgan Stanley, Global Debt issuance tied to Artificial Intelligence is expected to exceed $570 Billion in 2026.

[Pat B💹🧲💼 (RN) @PatrickBarkman]

It would be so fucking funny (not in a haha way) if the last boomer president fully drew on the SPR and the salt caverns collapsed

[Patrick De Haan @GasBuddyGuy]

🚨 BREAKING: The Strategic Petroleum Reserve has just fallen to its lowest level since August 1983- 340.3mb. That's a 42 yr low. No matter where you stand politically, it's a remarkable statistic: America's emergency oil stockpile hasn't been this depleted since the Reagan era.

[Rambaudian. @Rambaudian]

@martianwyrdlord Last Thing Seen by the Boomer. - Anonymous, c.2030

[Billy Pilgrim @BillPilgrim18]

As horrible as this trap and exit liquidity bullshit is with SPCX. As horrible as it is that Trump is jawboning down oil, while JPM and others get into their positions, then raise their price forecasts. While retail is unprecedentedly short energy, long tech, and will get blown out.

As horrible as the strait being indefinitely shut will be for the whole world. For energy, for every sector of the economy, for literal starvation from skyrocketing fertilizer costs.

Appreciate that you are witnessing market, economic, world history in every dimension. This is probably the most extreme economic event since the 2008 Housing Bubble Collapse. And on a global basis, especially in developing countries, it will certainly surpass it.

[Pat B💹🧲💼 (RN) @PatrickBarkman]

Seems the market no longer cares about the Pakis anymore

[Shehbaz Sharif @CMShehbaz]

Amid ongoing intense mediation efforts by Pakistan, we are fully aware of incessant misinformation campaign being waged by those who want to sabotage the peace deal. Setting aside the noise, we can confirm that a final, agreed upon text of the peace deal has been reached and Pakistan is now working closely with both sides to finalize the next steps. Peace has never been this close as it is now.

@realDonaldTrump
@JDVance
@SecRubio
@SteveWitkoff
@SEPeaceMissions
@drpezeshkian
@araghchi

[Brown Panther @drilliebobby]

Nobody in the tortilla industry has the balls to make a corn tortilla the size of a flour tortilla

[Greta Thunberg Respecter 40K 🇸🇪🇵🇸🚀🇰🇵 @JucheAffirmer]

This is genuinely such a disaster. I just don't get how this is what we're doing: manipulating oil futures to create an illusion of calm until oil stocks literally run out and we get the global economic version of losing consciousness from blood loss.

[Tristan – Blocktrainer.de 🧡⚡️ @tristanblcktrnr]

@Pledditor @saylor Saylor in february this year:

[Pat B💹🧲💼 (RN) @PatrickBarkman]

I think oracle will face restructuring and/or ch 11

[GregTheAnalyst @Analyst_G]

$ORCL with a bit of a bull-trap?

[nazzo @nazzobetweeting]

get wembanyahu off the fucking court

[John Intel @intelfabs]

Very interesting and scary report from Morgan Stanley

The financial engineering behind hyperscaler capex
The truly unsettling part of the AI boom isn’t how much money is being spent
It’s how that money is being engineered through accounting

Hidden liabilities (> $1.8T)
Huge obligations sit off‑balance‑sheet: nearly $1T in purchase commitments, $800B+ in leases not yet started, $2T+ in RPO.
Future cash outflows that don’t show up as debt.

The coming depreciation hit
Profits look good only because spending is stuck in CIP.
Big Tech faces $520B+ in depreciation over 3 years.
ORCL’s depreciation ratio: 7% → 28%.

Supplier financing pressure
Unpaid capex is ~$110B.
ORCL’s DPO exploded from 35 → 170 days.
The whole supply chain is effectively financing the AI build‑out.

Lease accounting gray zones
Whether GPU contracts count as leases or services is subjective — and companies use that flexibility to shift billions on/off the balance sheet.

$ORCL = the most aggressive
Largest lease commitments, RPO up 300%+, capex‑to‑sales hitting 189%.
Oracle is running the highest financial leverage in the ecosystem.

[Pat B💹🧲💼 (RN) @PatrickBarkman]

@GavMcCracken Ever since the out of the blue Memorial Day weekend Saturday MoU bullshit, retail interest got washed

[Sam Gatlin @sam_gatlin]

The dumbest money on earth has never bet this aggressively against crude oil.

[Pat B💹🧲💼 (RN) @PatrickBarkman]

lol

[Open Source Intel @Osint613]

Trump on the bombing of the American Apache helicopter by Iran:

"The bomb got stuck in the helicopter and did not explode"

[Michael Saylor @saylor]

My beliefs: Retweets are notifications, not endorsements. Constructive dialogue leads to better outcomes. Bitcoin is hope and economic empowerment for everyone. Every good-faith effort to strengthen the network should be welcomed.

[LiquidZulu, most consistent mofo you know @liquid2ulu]

There are third world squabbles you could not even imagine.

[Pat B💹🧲💼 (RN) @PatrickBarkman]

Filled more BNO calls earlier

[FinancialJuice @financialjuice]

US API CRUDE OIL STOCK CHANGE ACTUAL -9.119M (FORECAST -3.4M, PREVIOUS -6.75M) $MACRO

[Pat B💹🧲💼 (RN) @PatrickBarkman]

@cym27s It could also be Wednesday, or even Thursday

[Pat B💹🧲💼 (RN) @PatrickBarkman]

I can't believe (I can fully believe) Israel struck targets directly in Iran

[Mike Alfred @mikealfred]

The move from $16,000 to $126,000 to $60,000 was not a full cycle move. It was just a re-basing before the actual bull run. The actual bull run will take us from $60,000 to at least the $315,000 area. It will correspond with an actual economic and business cycle. Newbs will see.