Bencha

Amor fati

[Bencha @ch0mb3]

@HOUSEPORN___ broken physics..

[Bencha @ch0mb3]

@1withdirt @MeesWynants then you get 3rd hand as a reward.

[Bencha @ch0mb3]

@RealPostFolder Satan is a prisoner in hell, don’t be afraid of prisoner, be afraid of one who manages the prison ;)

[Bencha @ch0mb3]

@CVarvarin66351 @Ortodox_Serb nece ti ljudi ovo skontat :D

[Bencha @ch0mb3]

spreads compressing = ceasefire tail-risk repriced. NOT fundamentals.
Core PCE 3.1%. NFP -92K. #Fed frozen at 3.5-3.75%.
Tokenized yield? Still stablecoin carry with a wrapper — basis arb dominates, on-chain credit pricing isn’t mature enough for real duration demand.
$BTC +5% today. 2-week window.

[Bencha @ch0mb3]

#March CPI: 3.3% #headline, 2.6% #core. #Energy +10.9% MoM (record gasoline). #BBB OAS tightened 4bp to 1.05%. Credit markets treating the inflation spike as supply-driven and transitory. #FOMC April 28-29 is the decision point. #MacroAnalysis #CreditMarkets

[Bencha @ch0mb3]

#BTC at $72.8K. Fear & Greed at 15. #ETFs just bought $332M in a single day. Retail is terrified. Institutions are loading. This divergence ends violently — the only question is which direction. #Bitcoin #ETF #Contrarian

[Bencha @ch0mb3]

#GENIUS Act implementation unprecedented: #FDIC #NPRM, #FinCEN/#OFAC joint AML rules, Treasury stablecoin oversight rules — all within 72 hours. OCC comment deadline May 1. #Stablecoin regulatory framework materializing faster than any post-GFC financial regulation. #FinReg #Crypto

[Bencha @ch0mb3]

Iran charging $1M per vessel through #Hormuz. The "ceasefire" that crashed #WTI 16% is a toll booth. Oil was $114 before the deal — now the strait is still functionally closed. Who got played? #Oil #Iran #Geopolitics

[Bencha @ch0mb3]

🥇 #Gold $4,854. 🇯🇵 #Nikkei +5.5% YTD. 🇬🇧 #FTSE +5.1%.
🇺🇸 S&P -3.4%. 🇮🇳 Sensex -13%.
The rotation is real: US underperforms, safe havens win.
2-week ceasefire = 2-week window.
Position for volatility re-entry. #MacroStrategy #GlobalMarkets #Iran #OilShock

[Bencha @ch0mb3]

Don’t pop the champagne yet.
US: -92K jobs in Feb | Unemployment 4.4% | Core PCE 3.1%
#Fed stuck at 3.5–3.75% — can’t cut with inflation, can’t hike with a weakening labor market.
Classic #stagflation setup. War paused. Damage is not.
#Macro #Economics #FedWatch #Investing

[Bencha @ch0mb3]

#DXY 99.92 — first sub-100 print since early March. Removes a key Route A prop in our framework. Combined with Treasury #NPRM giving states regulatory latitude on #stablecoins and #FDIC bank rules vote Apr 7, institutional infrastructure accelerates. #MacroResearch

[Vince (HodlFlorida) @VinceHodlFw6m]

Well this won’t be good.

Even for Bitcoin.

Cc: @FinFreedom414

[Bencha @ch0mb3]

@____exe_ @cveks ma ja ga unfollow jer lupa ko otvoren propor i laze pa mi I dalje iskace.. moram ga ban

[Bencha @ch0mb3]

Two #EU countries are quietly negotiating with #Iran for Hormuz passage. The same EU that sanctions the #IRGC.

Source: Financial Times, cited by Al Jazeera.

-> When energy security meets sanctions policy, energy wins. Watch what they do, not what they say. #Russia next ?

[Bencha @ch0mb3]

#Iran is quietly reopening #Hormuz one flag at a time while everyone argues about ceasefire deadlines. #Oil flat. #Gold dropping. Credit tightening. The market knows. The headlines don't. #Hormuz #Iran #OilPrice

[Bencha @ch0mb3]

Credit watch: HY #OAS widened to 3.46% from 3.21%. #USD/JPY gap to 162 intervention zone narrowed to 2.32 (was 3.57). #WTI-to-$115 #recession trigger.

[Bencha @ch0mb3]

The math is right. Growth at 1.7% vs debt cost at 3.3%+ = the cycle breaks. But the exit isn't just "print more" — it's what vehicle you print through. $316B in stablecoins, backed by T-bills, absorbed globally. Same Ponzi. New wrapper.

[Sense Receptor @SenseReceptor]

🚨Angel investor Simon Dixon explains how the U.S. economy Ponzi scheme is approaching imminent collapse:

"[This] is an absolute disaster."

"The only solution [now] is to print more money than Covid... more money than the global financial crisis."

"[The U.S. needs] to roll over $7 trillion of debt at either 4.5% or 5%."

This clip of Dixon (@SimonDixonTwitt) is taken from an interview with Rex Jones (@rexjonesnewz) and Tim Tompkins (@TruismTim), hosts of Infowars’ The American Journal, posted to YouTube on April 1, 2026.

----------------Partial transcription of clip---------------

"The way this actually works is currently the average interest on the US debt right now, approximately $40 trillion, approaching $40 trillion, is 3.3%. In order to keep the Ponzi scheme alive, you have to— America has to have a growth rate above 3.3%. If you don't have a growth rate above the average cost on the debt, then you enter into the unwinding of the cycle, which would be a recession and a depression.

"Every time that happens, they need to find a new way of printing money in order to try and stimulate growth. One of those is fund the military industrial complex, create war, but the problem is with that is it extracts wealth from the average American person because they end up with the debt and the company ends up with all the profits. And so in order to keep the Ponzi alive, you have to extract all the assets from the average person. And the economy becomes a mechanism for rolling over.

"Now you have to have growth above the average cost of the debt. What's happening right now? In this global reset where all energy and 50 different supply chains are being renegotiated, the projected growth rate for America is approximately 2% this year and 1.7% next year. At the same time, the 10-year treasury and the 30- year treasury is spiking, not as much as the rest of the world, but it's spiking up to dangerous levels. Four and a half percent and 5%.

"Now you need to roll over $7 trillion of debt at either 4.5% or 5%. The only solution to that was what Trump tried to do. He tried to regime change the Federal Reserve and enforce low-yield bonds on the short term by effectively dumping them on Americans. So the largest foreign lender to the US Government right now is Cayman Islands, which is the hedge funds.

"So what he tried to do is he tried to force interest rates down artificially low by regime changing the Fed. And then they could be dumped on American people and American pensions and you could subsidize the demonetization of this program.

"[But], effectively, that's all gone wrong. So now we enter into an inflationary cycle because this war was meant to be short. It looks like the IRGC put up a bigger resistance than anyone imagined was possible. So now you won't get the short-term rates down. The long-term rates are rising, oil prices are going up, so you've created a supply shock and inflation. So you can't get those rates down and growth is going to go down at the same time as unemployment. That is an absolute disaster.

"I do not want to reiterate how bad things are going to get from here. I'm not one to say doomerism. I've always believed they could keep this Ponzi scheme going for quite some time. But the growth rate is going to be significantly below the average interest rate, which means that the only solution here is to print more money than Covid, more money than Long Term Capital Management, more money than the global financial crisis, and experience the same economy of the 1973 oil embargo."

[Bencha @ch0mb3]

The old financial system just told #stablecoins they're not welcome. #FDIC confirmed: zero deposit insurance for payment stablecoins. And that's actually bullish. Why? Because #Tether at 83% T-bills and #Circle at ~100% don't need banks. The #GENIUSAct isn't fixing the old system — it's replacing it. Most people won't understand this for another 2 years. #DeFi #Crypto #Dollar