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From my global macro days, there are a few names that are sort of "Wall Street celebrities". When they visit, half the firm crowds in the room. Zoltan Pozsar is one of those names. He published an extraordinary note yest about the current crisis. Here I break it down for you:
@ASBMilitary So russia is decoupling from US$ payments for its resources. If countries that sanctioned russia want to buy oil, gas and any resources from russia it has to buy in rubbles. So this means germany has to buy in rubbles if it wants to continue to buy the oil/gas. Putin wins again
@dmihal Yeah, I mean that maybe she'd better wait some time till RUB pullback.
As for CEX there is Exmo in Russian jurisdiction. It can be used as fiat gate.