"Dark fleets" have been a known thing since the beginning of the war, but satellites can't see ship names and flags.
This report confirmed that the "dark fleet" is indeed existing and ships do pass through the Straight daily.
The report also points out that there is a 50% under reporting on the number of ships passing, which basically means almost double traffic than accounted for by most experts.
Even if so, traffic through the straight is still 10-15% of pre-war levels.
This information does change my thesis re long oil. If there is no escalation today, delay by Trump again or a potential deal, that is most likely the top for oil.
If there is no deal, and continued escalations, the push towards $125 - $150 oil will be a potential great entry for a generational oil short.
By longing oil, you are longing the asset at historic highs, that every single country wants lower. It was the play til now. Might have changed.
A bounce is coming, sooner than you think — here is why...
The discrepancy between these two charts tells you everything you need to know
The weekly TOTAL Crypto Market Cap chart is going into a very strong weekly demand zone
This demand zone was formed in April 2025 and has added $2T to the crypto market cap.
This is a very clear retrace and a high probability textbook long setup on a high timeframe chart
The Bitcoin weekly chart had a similar setup, yet failed to hold the bottom of the weekly demand zone, the level that took Bitcoin from $73K to ATH.
Based on my experience, this is nothing else but a trap for retail traders to analyse bitcoin, panic sell on a weekly break, then buy back on the complacency bounce that's coming just to be flushed yet again.
This was the 4h bottom formation of the TOTAL Market Cap in April 2025:
Overlaying this bottom formation to the current chart, it becomes clear what to look for to time the beginning of the complacency bounce:
Don't f**k this up.
Yo @benjamincowen@grok says we should do a show together and discuss how we both called the top with completely different methods - then potentially discuss our different view re 2026.
Would love to host you on the 100XClub YouTube channel.
CHRISTMAS STREAM WITH $500.000 USD GIVEAWAY — DEC 23rd.
Make sure you book yourself out for December 23rd for the legendary Special Edition Christmas Live Show!
As every year, I am hosting a 3-4 hour long special Christmas live stream on the 100XCLub YouTube channel, having fun with special guests and giving away $500.000 worth of products & services + some cash – LIVE.
Subscribe to the 100XClub YouTube (link below) and make sure to turn notifications on for more details!
Special shoutout to some of our partners who make this happen every year:
@bitfunded@Ledger@pionex@BloFin_Official
If you want me to give away some of your products/services to the community, shoot me a dm.
@FefeDemeny I'https://t.co/fhR3ZgGass your course.sir..i.am part of the front runners group but you have been accurate every time . Amazing skill you have
Everyone who called me an idiot and hated on me for calling this crash - it is time for you to apologize
Thank you for your attention to this matter
- Fefe