smzq

random shiz

[World updates @itswpceo]

BREAKING:

🇸🇦Saudi Arabia Just SLAMMED Trump’s Big Middle East Dream! & Saudi wants Independent Palestinian state.

🇺🇸Trump : “Every Middle East country MUST join the Abraham Accords as part of the Iran peace deal! It’ll be HISTORIC!”

🇸🇦 Saudi Arabia has OFFICIALLY rejected Trump’s demand…

🇸🇦 Saudi: “We REJECT that. No normalization with Israel unless there’s an irreversible pathway to an independent Palestinian state.”

🇸🇦Saudi just reminded everyone: Palestine is still the ultimate red line.

[smzq @Sinfr_]

Terrible the old elites bb

[Bubblemaps @bubblemaps]

JUST IN: 🇮🇷 🇺🇸 This account made $700k predicting strikes on Iran and just bet another $200k on US troops entering Iran

He's the top holder in both markets:

• US troop enter Iran by Apr 30
• US troop enter Iran by Dec 31

[Black Panther Capital @BlackPantherCap]

🚨PREPARE FOR A -20% MARKET DROP:

Everyone thinks the Iran conflict is an oil story.

It’s not. Let me explain what this is really about.

The Strait of Hormuz has been closed for 8 days.

Markets are focused on crude prices. That’s the wrong variable.

The real cascade nobody’s mapping:
92% of the world’s sulfur comes from refining oil and gas.

Close Hormuz, you don’t just lose 20 million barrels of crude per day.

You lose the feedstock for sulfuric acid m, the single most produced chemical on Earth.

Sulfuric acid is how we extract copper. How we extract cobalt. Without it, you can’t make transformers, EV batteries, or the substrates inside every data center on the planet.

One chemical. One feedstock. One 21-nautical-mile chokepoint.

It gets worse.

Qatar ships 30% of Taiwan’s LNG through Hormuz. Taiwan has 11 days of reserves.

$TSMC, the company making 90% of the world’s advanced chips, draws 8.9% of Taiwan’s entire electricity grid.

No gas → no power → no chips.

Then food. 33% of global nitrogen fertilizer feedstock moves through that same strait. Half of all humans alive exist because of synthetic nitrogen.

Sulfur. Semiconductors. Food.

Three supply chains. One chokepoint. Zero domestic alternatives at scale.

The economic math from here:

Oil holds $80-100+ per barrel if closure persists beyond weeks. Inflation climbs 0.5-1% above baseline. Fed delays rate cuts, 1-2 reductions instead of 3. GDP growth slows to 1.5-2%. Stagflation risk over the next 3-6 months is real.

S&P/Nasdaq: 5-10% correction base case. Tech/growth down 10-15% on higher yields and risk-off. Energy and defensives up 5-10%.

Market is currently pricing a 4-week conflict duration.

If this extends? 15-20% drawdown.

What I’m watching:

The US objective isn’t just degrading Iran’s military. It’s economic strangulation, destroy the refinery infrastructure, induce blackouts, impair logistics, accelerate regime instability without a full ground invasion.

The short-term pain is intentional and accepted. The strategic calculus: weaken Iran’s ability to project power, sever proxy support, and neutralize a nuclear threat permanently.

China feels this differently. Iran was supplying 1M+ barrels daily of discounted sanctioned crude. That’s gone.

Now Beijing is forced into costlier alternatives while already under U.S. economic pressure.

This isn’t about oil. Oil is just the vector.
The real targets are the supply chains that run through it.

How I’m positioning into this:

If this escalates and markets reprice, here’s my expected drawdown map on BETA stocks:

> $ASTS, -15 to -35% (beta amplification, rate sensitivity in space telecom)

> $IREN, -20 to -30% (rising energy costs crushing margins)

> $CIFR, 15-20% (rising energy costs crushing margins)

> $AMPX, -15 to -30% (cobalt + sulfur supply chain disruption hits batteries hard)

> $RKLB, -10% to 25% (higher yields compressing aerospace valuations)

> $ONDS, -10% to 25% (industrial wireless demand slowdown in tight credit)

> $NBIS, -5% to 20% (AI cloud risk-off but lower beta buffers the downside)

> $KRKNF, -5% to 15% (low beta, robotics holds relatively well)

> $OSS, -5% to 15% (hardware stability, limited tech sector contagion)

I still hold cash. That cash exists for exactly this scenario.

My plan: I don’t hold enough cash as of now, which is why my strategy will be to buy the hardest-hit names on the way down, DCA monthly through the pressure, and let the timeline work.

If this plays out as I expect, escalation through summer, then resolution, the relief rally sets up Oct/Nov.

That’s 7-8 months of accumulation before the market re-rates.

The biggest mistakes in geopolitical dislocations are panic selling and waiting for the all-clear.

By the time the all-clear comes, the move is already over.

Note: This is not financial advice.

[Bubblemaps @bubblemaps]

UPDATE: 🇺🇸 🇮🇱 The story goes deeper

These suspected insiders connect to a cluster of accounts betting on US and Israeli strikes with near-perfect accuracy

• Iranian nuclear sites hit
• Israel strikes on Iran
• US strikes on Iran

🧵

[smzq @Sinfr_]

@Ayush_Shah_25 He’s so fucking weird

[Bubblemaps @bubblemaps]

3/ James Wynn has already promoted several bundled memecoins like WIFE, ZEUS, and USDM

An Intel Desk case is now live.

If you want the community to investigate and put an end to this pattern, vote with $BMT

https://t.co/sjah1Oj6W1

[Seeker | Solana Mobile @solanamobile]

Seekers have entered the testing phase. Shipping starts Summer 2025.

You’ll be able to confirm/update your shipping address soon. Stay tuned for more info.

[tapestry @usetapestry]

This Week We Accelerate 🚀

[lynk @lynk0x]

Keep Clicking

[Ondo Finance @OndoFinance]

The @Mastercard Newsroom recently spoke with Ian De Bode, Ondo's Chief Strategy Officer, about Mastercard's partnership with Ondo, and the opportunities unlocked by tokenization.

Ian explained, "Bank infrastructure doesn't operate 24/7. The blockchain does. For time-sensitive transactions, such as overnight borrowing, that matters...what makes this partnership meaningful is that it enables settlements across various banks round the clock, on traditional financial rails and for many institutions."

Read the full conversation: https://t.co/ZnKt3Oi7SN

[threadguy @notthreadguy]

my FULL conversation AND AI DEBATE with Raoul Pal

the video on YouTube is linked below. enjoy

1:37 - raoul’s 2025 focus
6:34 - how to take profit
13:41 - Raoul responds to the murad thesis
17:40 - what is ai crypto
26:29 - Why Raoul think AI Crypto is midcurve
40:00 - The next wave of AI start ups
44:13 - NFTS are bigger than AI?
54:43 - Frank joins the debate (electric)
1:00:53 - Where does the value accrue?
1:18:19 - Alt coin season this year??
1:40:38 - How to make it this cycle?

[smzq @Sinfr_]

Yess…..

[tapestry @usetapestry]

should we interview @notthreadguy

[tapestry @usetapestry]

someone’s social explorer is trending on dexscreener 👀🤩

[Solana Business Frogs @SolanaBFS]

The Solana Business Frogs have been given exclusive access to the newest form of Social Fi on Solana! @usetapestry is both an Explorer AND a Social Network, and SBF holders can now create official accounts follow each other, copy swaps & more.

Welcome to the future of SocialFi!

[Solana @solana]

@usetapestry open source is the way - huge!

[tapestry @usetapestry]

open source is the way - huge!

[smzq @Sinfr_]

@spunosounds Smzq- come on Spooons

[spuno @spunosounds]

calm cook from this morning off stream🎯

[smzq @Sinfr_]

@spunosounds Spuno more videos ;) 👀

[OpenAI @OpenAI]

Announcing The Stargate Project

The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure American leadership in AI, create hundreds of thousands of American jobs, and generate massive economic benefit for the entire world. This project will not only support the re-industrialization of the United States but also provide a strategic capability to protect the national security of America and its allies.

The initial equity funders in Stargate are SoftBank, OpenAI, Oracle, and MGX. SoftBank and OpenAI are the lead partners for Stargate, with SoftBank having financial responsibility and OpenAI having operational responsibility. Masayoshi Son will be the chairman.

Arm, Microsoft, NVIDIA, Oracle, and OpenAI are the key initial technology partners. The buildout is currently underway, starting in Texas, and we are evaluating potential sites across the country for more campuses as we finalize definitive agreements.

As part of Stargate, Oracle, NVIDIA, and OpenAI will closely collaborate to build and operate this computing system. This builds on a deep collaboration between OpenAI and NVIDIA going back to 2016 and a newer partnership between OpenAI and Oracle.

This also builds on the existing OpenAI partnership with Microsoft. OpenAI will continue to increase its consumption of Azure as OpenAI continues its work with Microsoft with this additional compute to train leading models and deliver great products and services.

All of us look forward to continuing to build and develop AI—and in particular AGI—for the benefit of all of humanity. We believe that this new step is critical on the path, and will enable creative people to figure out how to use AI to elevate humanity.