O'G

G Elite Trader

[MARMOT @Web3Marmot]

🚨 AI BOOM IS A DEBT BUBBLE

Nvidia is joining the AI debt financing boom.

On June 15, they raised $25B in bonds.

Its first debt since 2021 and the 2nd-largest US bond sale of 2026.

They didn’t borrow because they needed money.

Nvidia has $50B in cash and prints $48B a quarter.

They borrowed because debt is cheap and investors are desperate for AI exposure.

Let that sink in for a moment.

They wanted to lend Nvidia $85B: 3.4x more than offered.

When lenders are this aggressive, it's not a healthy market.

It’s maximum euphoria and FOMO.

And Nvidia isn't alone.

Alphabet, Amazon, Meta, Oracle, Salesforce have collectively raised $132B in new debt just this year.

The entire AI infrastructure boom is being built on cheap borrowed money.

When the credit spigot turns off, the music will stop instantly.

For the record, I called the $126K top and the $60K bottom. Publicly. Before it happened.

The next call is already loading.

Turn on notifications. You'll want to have seen this post first.

[O'G @SimpleSurfer1]

@SSarker34315 Agent

[Alessandro @alessandrorisk]

Uranium doesn't get the same attention as silver or gold. The pricing is opaque. There's no real spot market. Most people don't understand how it works.

@nomiprins went through the supply and demand picture and why she thinks there are still undervalued opportunities in the space, all on my latest episode on @RiskTakers000

@crypto_banter @Banter_Clips

[Alessandro @alessandrorisk]

If you're new here, this kind of thing happens at tops.

[Vivek Sen @Vivek4real_]

BREAKING: 🇺🇸 PRESIDENT TRUMP JUST SIGNED AN EXECUTIVE ORDER DIRECTING THE FED TO OPEN MASTER ACCOUNTS FOR CRYPTO COMPANIES

TIGHTEN TOUR SEATBELTS 🚀

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The UK's 30Y Government Bond Yield surges to 5.85%, its highest level since March 1998.

Global bond markets are bracing for severe inflation.

[O'G @SimpleSurfer1]

@SoulzBTC TRADING

[CryptoSoulz @SoulzBTC]

Claude Trading Folder

I’ve compressed the best trading prompts into one PDF

Get it for FREE:

• Like + Repost + Comment “TRADING”
• Follow me so I can DM you

[Coin Bureau @coinbureau]

🚨IRAN SENDS NEW PROPOSAL TO MEDIATORS, OIL FALLS

Iranian state media says Tehran delivered its latest proposal to the U.S. through Pakistani mediators, per Axios.

Oil prices moved lower on the news. Brent crude fell near $110, WTI around $103, trimming weekly gains.

[O'G @SimpleSurfer1]

@AI_with_jasmin Claude

[Forex Factory @ForexFactory]

📣 MARKET IMPACT
Iranian Foreign Ministry Spokesperson: Trump's claims that we requested a ceasefire are false - Al Jazeera
#forex https://t.co/UlV4mkUjcr

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran's Foreign Ministry responds after President Trump claims they asked for a ceasefire today:

"President Trump's claims that Iran requested a ceasefire are false and baseless."

[Kyledoops @kyledoops]

Something shifted in the last 48 hours…
and I don’t think markets are fully there yet.

This isn’t just escalation anymore.

It’s starting to look structural.

Headlines are still about strikes and troop movement…

but the bigger change is quieter:

Iran isn’t just threatening Hormuz
it’s starting to control access

• Selective passage
• Inspections
• Fees

That’s a different setup.

Not a one-off disruption…
more like a system being built in real time.

At the same time:

• Military pressure still there
• Deadlines getting pushed
• No clear resolution

And then there’s the bigger layer:

Energy flows + payment rails + geopolitics
starting to blend together.

Markets still trading headlines.

But if this structure holds…

this moves beyond just an oil spike.

Those quieter shifts…
tend to last longer.

[THE UNKNOWN MAN @T_h_E_Unk_5O5O5]

A Pakistan flagged oil tanker was destroyed by Iranian missiles few hours earlier while crossing strait of Hormuz.
Pakistan has earlier betrayed Iran by re-routing Iranian oil to US.
This is a reply by Iran to Pakistan

[Kyledoops @kyledoops]

Deadlines getting shorter.

Responses getting bigger.

Market reaction… getting smaller.

That gap is starting to stand out.

Either the market’s absorbing it…
or it’s just not reacting yet.

[Kyledoops @kyledoops]

This feels bigger than just a short-term shock.

Qatar just confirmed ~17% of its LNG capacity has been taken offline,
with repairs estimated at 3–5 years.

That’s not a quick fix.

Qatar supplies ~20% of global LNG,
so you’re suddenly looking at ~3–4% of global supply gone…

In a market that was already tight.

And heavily relied on by Europe and Asia.

But the size isn’t even the main thing here.

It’s the duration.

Most energy shocks last weeks… maybe months.
This one is being talked about in years.

That changes how things get priced:

• Natural gas
• Power costs
• Industrial input prices
• Inflation expectations

This doesn’t feel like volatility.

It feels more like a reset in supply.

[O'G @SimpleSurfer1]

@Vivek4real_ PAMP IT!!!

[Vivek Sen @Vivek4real_]

JIM CRAMER SAID BITCOIN HAS "LOST ITS LUSTER" AND THAT IT'S "NOT A REAL STORE OF VALUE"

WE ARE SOO BACK 🚀

[Coin Bureau @coinbureau]

⚠️ IF IRAN COLLAPSES, OIL BECOMES THE GLOBAL STORY

The Strait of Hormuz is just 33km wide, yet nearly 20% of the world’s oil supply (≈17M barrels per day) passes through it.

If it were disrupted:

• Major exporters like Saudi Arabia, UAE, and Kuwait lose key export routes

• Oil-importing giants like India, China, and Japan face immediate energy shocks

• Europe sees rising energy costs

Oil could spike toward $150, reigniting inflation, delaying rate cuts, and increasing recession risks.

The stock market is expected to crash on Monday open.

While oil and precious metals will top.

[Dr. Jan Wüstenfeld @JanWues]

'Gold has value because it is used in rockets and Bitcoin doesn't.'

Imagine thinking that this is a flex.