🏙️ DUBAI — The city runs. The people running it are pricing in collapse.
📌 LOOK CLOSER: Dubai's resilience narrative is the Gulf's key soft-power asset — when it cracks publicly, it signals the business and expat class is pricing in sustained disruption. UAE leadership cannot openly oppose Washington or Tehran; civilian fatigue becomes the pressure valve. European firms using Dubai as a regional hub absorb that uncertainty directly.
Saylor just laid out his entire $300 trillion Bitcoin plan on stage at Bitcoin Corporate Day. ₿
$30 trillion target.
$1.5M per Bitcoin in the math. 🚀
Back on stage in Prague today. Don’t miss either. 👀
Link ⬇️
Bitcoin’s demand problem is getting worse.
Since mid-May, spot Bitcoin ETFs have seen only one trading day without outflows.
The current streak has become the largest sustained period of ETF selling since the launch of the ETFs.
Listen to battery metals analyst @Matt_Fernley explain:
>Three reasons for Nickel's "perfect storm"
>Middle East conflict's impact on oil, EVs & other markets
>What investors should know now about DLE, manganese, graphite, aluminum, cobalt and rare earths
Low-IQ Saylor loyalists continue to gloss over and distract from his lies and hypocrisy. No one cares about the amount sold—funds, DATs, ETFs, and other investment vehicles sell BTC every week.
What people care about is honesty. For years, Saylor told people to never sell and repeatedly said that Strategy would never sell. He encouraged extreme conviction, with comments about selling a kidney to buy Bitcoin or mortgaging a house to buy more BTC. He also continually posts AI-generated slop content on X encouraging people to HODL.
Now, instead of being transparent and acknowledging the change, he is lying about his prior stance. This is the issue I and many others have. He is giving off conman vibes.
Price drawdowns are the best times to plan your Bitcoin wealth.
Our policyholders have secured their kids' future, and can tax-efficiently access their BTC's liquidity.
Without ever selling it.
Discussed long-term positioning in Bitcoin with @1markmoss.
While everyone watches the Gulf burn, the quietest deals are the most telling.
🇧🇷Petrobras just bought 50% of an exploration block nobody's heard of.
It's a small deal but it's also exactly where the post Hormuz oil map is being drawn.
Petrobras farms into Itaimbezinho, a deep-water block in the Campos Basin, from Equinor.
Equinor stays operator at 50%, Petrobras takes 50%.
Itaimbezinho sits next to assets the 2 already share: the Raia gas project (>1B boe, ~15% of Brazil's gas demand from 2028) and the Jaspe license.Adjacent blocks share seismic, drilling lessons, FPSO infrastructure.They're building a cluster.
Petrobras's problem is every major's problem legacy fields decline, reserves must be replaced.
Its answer: partner with technically elite operators, split the risk, stay in basins it knows. USGS puts 10.4B undiscovered barrels across Brazil's offshore provinces.
Tomorrow's barrels, bought today.
Yay, green 🥳
My portfolio went up 0.35% (£1,487) 🟢
Current balance £420,677
Today's buys
Nasdaq 100 $EQQQ
S&P 500 $VUSA
Microsoft $MSFT
Meta $META
Tesla $TSLA
How did you do today?
The dollar you know is dying.
Most are positioned for a system that no longer exists.
New TLT with @LeveredUSTs
The Dollar Reset Runs Through Bitcoin
-2024 as a monetary fork
-Why this isn't 2008-2020 redux
-Saylor's BTC sale: troll, not signal
-Where BTC fits in the endgame