jack loko

[Smart Money Crypto @Smart_Money]

⚠️ DAS IST KEIN FRIEDEN!

Straßen von Hormus: Analysten erwarteten, dass binnen 48 Stunden die ersten Konvois durchkommen. Versicherungen haben Prämien für die Durchfahrt bereits gesenkt. Die Realität? Vier Schiffe pro Tag. Nicht vierzig. Nicht vierzehn. Vier. Durch eine Meerenge, die vor dem Krieg ein Fünftel des globalen Öls transportierte. Brent notiert bei $97 — als wäre alles unter Kontrolle.

Du hörst Waffenstillstand und dein Kopf macht: Entwarnung. Die Börse macht: +3% in einer Woche. Gold? Bleibt bei $4.749 — Allzeithoch. Frag dich, wem du glaubst.

Sechs Wochen Krieg. Die IEA nennt es die größte Versorgungsunterbrechung in der Geschichte des globalen Ölmarkts. Bis zu fünf Millionen Barrel am Tag weggefallen. Fünf Prozent des weltweiten Angebots. Die IEA hat im März den größten koordinierten Strategic Reserve Release aller Zeiten ausgelöst — hat den Schock gedämpft, nicht gelöst. Brent schoss von $70 auf $120, bevor der Waffenstillstand den Preis auf $97 gedrückt hat.

$97 ist nicht $70.

$97 bedeutet: Jeder Liter Diesel, jeder Flug, jedes Paket, das du bestellst, jedes Lebensmittel im Regal — teurer. Spürbar. Produktionskosten steigen, Margen schrumpfen, Unternehmen streichen Stellen. Die Kaskade läuft, und du siehst nur die Oberfläche.

Dein Arbeitgeber kalkuliert mit Energiekosten weit über Plan. Dein Vermieter rechnet die Nebenkosten nach. Airlines schlagen Kerosinzuschläge drauf. Die EZB sitzt in der Falle. Senken heißt Inflation befeuern. Halten heißt Wirtschaft abwürgen. Die Inflation in der Eurozone zieht wieder an. Energiepreise treiben alles nach oben.

Die Märkte haben den Waffenstillstand eingepreist, bevor er überhaupt umgesetzt wurde. Headline lesen, kaufen, weiterscrollen. Keiner hat sich die Bedingungen angeschaut.

Israel bombardiert den Libanon. Seit Wochen. Hunderte Tote. Iran sagt: Der Libanon ist Teil des Waffenstillstands. Israel sagt: Nein. Pakistan sagt: Doch. Die USA schweigen.

Genau hier bricht der Deal — oder hält.

Der pakistanische Premierminister hat beide Seiten nach Islamabad eingeladen. Vance warnt Iran öffentlich. Trump gibt sich optimistisch. Auf dem Boden passiert: nichts. Drei Tage nach dem Deal liegen die Bedingungen unerfüllt auf dem Tisch.

Wenn Iran entscheidet, dass Israel die Feuerpause verletzt — und nach iranischer Lesart passiert das jeden Tag — war's das. Hormuz bleibt zu. Oder schlimmer: Eskalation.

Die LNG-Ausfälle sind jetzt schon brutal. Über 300 Millionen Kubikmeter Erdgas pro Tag fallen aus — aus Katar und den Emiraten. Zwei Milliarden Kubikmeter pro Woche. Russische Pipelines seit 2022 abgeschnitten, LNG-Kapazitäten aus den USA längst ausgereizt. Europa hat die letzte Energiekrise gerade verdaut und rutscht in die nächste.

Es geht nicht nur um Öl. Die Straße von Hormuz ist die Hauptroute für Flüssiggas, Petrochemie und Containerverkehr. Wenn sie dichtbleibt, trifft das Lieferketten, die sich gerade erst stabilisiert haben.

Der S&P. Minus vier Prozent seit Jahresanfang. Ende März: Death Cross — der 50-Tage-Durchschnitt hat den 200er von oben geschnitten. Die +3%-Wochenrally auf Ceasefire-Hoffnung? Bärenmarktrally. Solange Öl über $90 bleibt, hat keine Zentralbank Spielraum für Zinssenkungen. Ohne Zinssenkungen fehlt den Märkten der Treibstoff.

Gold versteht das. $4.749. Plus $1.534 gegenüber dem Vorjahr. Kapitalflucht in den einzigen Vermögenswert ohne Gegenpartei. Kein Staat, keine Zentralbank, kein fragiler Waffenstillstand kann Gold entwerten.

Was, wenn Israel nächste Woche Beirut angreift und Iran die Feuerpause aufkündigt?

Brent bei $120 wäre optimistisch. $140 ist nicht ausgeschlossen. Das letzte Mal, als Öl bei $140 stand, war 2008. Was danach kam, weißt du.

Bei $140 reden wir nicht mehr über Portfolios. Dann reden wir über Lebensmittelpreise, soziale Unruhen, Zentralbanken, die zwischen Rezession und Inflation wählen — und beides verlieren.

Der Waffenstillstand vom 8. April kauft Zeit. Keine Lösung.

Du bist Investor. Du hast ein Portfolio und eine Meinung über Aktien, Gold, den nächsten Move der Fed. Aber hast du einen Plan für den Fall, dass diese Pause nächste Woche endet?

Frag dich ehrlich. Nicht was du hoffst — was du tust, wenn am Montag die Nachricht kommt.

Vier Schiffe pro Tag.

Die Antwort steht da.

[Furkan Yildirim @FurkanCCTV]

Bitcoin Order Flow Update 🌊

Futures-CVD: Steigung über die Session klar abwärts; kurze Erholungen wurden immer wieder verkauft → der Handel mit Hebelprodukten drückt den Preis.
In einfachen Worten: Bei Futures überwiegen Marktverkäufe.

Spot-CVD: ebenfalls abwärtsgerichtete Steigung, nur kurze Atempausen → am Spotmarkt fehlen stabile Käufer.
In einfachen Worten: „echtes“ Geld kauft nicht konsequent nach.

Open Interest ($): nach vorherigem Aufbau zuletzt seitwärts bis leicht rückläufig → eher Risikoabbau als neue Long-Wetten, aber kein großer Zwangsverkauf.
In einfachen Worten: Positionen werden eher reduziert als aggressiv ausgebaut.

Funding: moderat positiv und zuletzt etwas höher → Long-Positionen zahlen Gebühren, obwohl der Preis schwächer ist; das kann weitere Ausstiege auslösen.
In einfachen Worten: Longs sitzen durch und sind anfälliger, falls Druck bleibt.

Premium/Basis: weiter gedrückt → keine Überhitzung, Stimmung vorsichtig.
In einfachen Worten: Futures handeln nicht mit starkem Aufschlag; wenig Euphorie.

Einordnung
Der Markt wird derzeit von Futures-Verkäufen nach unten gezogen und am Spotmarkt nicht aufgefangen. Erholungen wirken eher technisch bzw. durch kurzfristige Eindeckungen. Nachhaltiger wird es erst, wenn die Steigungen von Futures- und Spot-CVD klar nach oben drehen und das Open Interest in Aufwärtsphasen zunimmt, idealerweise bei stabilen oder sinkenden Funding-Raten.

Wenn dir solche Beiträge helfen, interagiere gerne mit dem Post 🫶🏼

[Consensus Media @ConsensusGurus]

*TESLA RISES TO $366 IN AFTER HOURS TRADING IN ADVANCE OF SPACEX LAUNCH, RETAIL INVESTORS SEE $25B OF INCREMENTAL VALUE FOR TESLA IF SATELLITE DEPLOYMENT SUCCESSFUL

[jack loko @jloko205]

@julianhosp Metaplanet

[أنس الشريف Anas Al-Sharif @AnasAlSharif0]

مشهد صعب يتكرر يوميًا..
أهانت عليكم دماؤنا ؟!

[jack loko @jloko205]

@musk_news13 96

[jack loko @jloko205]

@Investingcom Billion

[Singularity Finance @Singularity_Fi]

Hold $SFI?
Enjoy a multiplier on your testnet points.

Create good content?
Score random airdrops.

We’re funnelling real incentives for active participation.

Earn your place in the next wave of DeFAI.

[Singularity Finance @Singularity_Fi]

AI agents can be deployed for real yield strategies—imagine a DeFAI agent that manages your entire DeFi portfolio while you sleep...

[jack loko @jloko205]

@cctvidiots 55

[Steve Burns @SJosephBurns]

Margin of Safety by Seth Klarman summary:

[Valenτin Goyard @SLS_AMG_Heroin]

„people will want to set aside some QUIL for.“

Sounds interesting @QuilibriumInc and exciting times ahead for $wQUIL ✊

Let’s see how many $QUIL I will have ready.

[Quilibrium Community @QuilibriumOne]

📌Attention Q Node Runners!

There is a new script available:
QUIL REWARDS MONITOR

You can grab it on the Telegram channel
https://t.co/I1aRgHNb6N

$QUIL

[BlueHeart @carpentier_pat]

$QUIL
the ultimate answer!!!

[Quilibrium Community @QuilibriumOne]

We share an important post and research by a Q member, since it also involves $wQUIL

🚨 @XTexchange : Urgent Call for Accountability and Transparency 🚨

We demand the immediate purchase of missing tokens, the restoration of withdrawals, and the cessation of false claims by @XTexchange .

On November 28, 2024, #XTExchange experienced a security breach resulting in the theft of approximately 494 ETH (~$2M).

Contrary to recent announcements claiming the full resumption of withdrawal services, the affected tokens remain inaccessible, and users face censorship when seeking clarification.

It appears that XT is attempting to pass the losses from the hack onto users holding the affected tokens by spreading misleading information to both users and the press. We will not allow this to continue. It is clear that #XT has not yet compensated its users, who can neither withdraw the affected tokens nor trade them on the market due to a lack of liquidity.

We demand that #XT:
>> Immediately reacquire the stolen tokens
>> Reopen withdrawals without further delay
>> Provide transparent and truthful information instead of trying to cover up the incident

🔍 Summary of the Incident:
>> Date of Attack: November 28, 2024
>> Amount Stolen: 494 ETH ($2M)

Technical Details:
>> The EVM address of #XT has been compromised
>> Eight ERC20 tokens on the Ethereum network were transferred to an attacker's address and can be easily viewed here: https://t.co/8YipNQbSU1
>> The funds were subsequently exchanged into ETH (~465 ETH) and sent to: https://t.co/rwE8w3Pnnk

Stolen Tokens:
>> 7,849,266 $wQUIL @QuilibriumInc (> $1M)
>> 1,775,405 $DOGE @doge_eth_gov (> $0.5M)
>> 1,116,459,224 $WOLF @Wolf0x67 (~$170k)
>> 92,804 $TRUMP @MAGAMemecoin (~$150k)
>> 515,352,289 $FLOKI @RealFlokiInu (~$120k)
>> 164,267 $ZND @ZND_co (> $100k)
>> 776,968 $ASTRA @astraprotocol (> $2k)
>> 91,974 $USDT @tether

The first to report the hack was @PeckShieldAlert a few hours after it happened: https://t.co/AlnvLydozp

50 minutes after #PeckShieldAlert's report, @XTexchange posted a tweet and an announcement about an 'abnormal transfer': https://t.co/xKJL0ldAex assuring: 'Rest assured, this will not affect our users. [...] We always maintain reserves 1.5x greater than user assets to ensure maximum security.'

In addition, XT announced the closure of all withdrawals: https://t.co/TouciCl6Oo and issued further reassurances:
"Rest assured. Users' assets are always safe! We are solving the problem and all will be back to normal soon.": https://t.co/7mBGYqYTTj
"Rest assured, users' assets remain safe and unaffected.": https://t.co/WRATyQLM0R

On the same day, XT states that 'Withdrawal services will gradually resume starting 00:00 (UTC) on Nov 29, 2024, with full restoration within 24 hours.'
https://t.co/GC701g2QmZ

On 2 December, XT officially announced that 'XT has now fully resumed withdrawal services for all tokens.'
https://t.co/9FN3VUrU5s

❌ The Truth Behind XT's Statements:

1️⃣ Withdrawals NOT Resumed:
>> The tokens involved in the hack are not withdrawable
>> The claim of 'technical maintenance' is hardly credible, as other Ethereum wallets are functioning normally
>> Evidence indicates that XT no longer owns these tokens and has not yet used its reserves to repurchase them

2️⃣ Missing Assets:
>> Checking the address of XT's user deposits (the one from which the funds were hacked):
https://t.co/ssntCsRSmT
>> The hacked tokens have not yet been re-entered

3️⃣ No Liquidity for Exchanges:
>> Comparison between the chart of $DOGE on XT (white) and Uniswap (black)
>> The last trade on XT is priced 25% below the market value on Uniswap
>> A sale of only $1,000 on the market would decrease the price by 50%, and $3,000 would decrease it by 75% compared to the Uniswap price
>> On some days, the average price on XT was 1/3 of the actual value
>> These quotations and the lack of liquidity reflect owners' fears about the reliability of XT

4️⃣ User Censorship:

>> We report only one conversation in which two users are mutated only because they ask about the opening of withdrawals of a token (among those involved in the hack) because it was exhaustive, and we received dozens of witnesses of banned users and deleted messages
>> On the left, two screens show a conversation in XT's Telegram chat. The first screen was sent to us by 'Emanuele' himself, and as you can see, was mutated (shortly after the admin's reply)
>> On the right, a screenshot shows a person talking to "Igor," who joked that if he entered the group to ask about withdrawals, he would be banned immediately. As soon as he asked, he was banned within less than five minutes, as evidenced by the timestamps

Translation of the Conversation:
>> Igor: "What did I tell you?"
>> Person: "Have you already been banned?"
>> Igor: (Displays restrictions screen)

⚠️ Further Details on the Hack:

Additional Tokens Involved:
>> The attacker's transactions did not only involve eight tokens mentioned earlier. Tey also involved 4 other tokens, none of which are listed on any centralized exchanges, all reported by DexScreener as honeypots. The exact role these tokens played in the hack remains unclear
>> The attacker bridged 1 ETH on Optimism and executed a "Proof Withdrawal Transaction," authorizing the transfer of more funds via a bridge from Optimism to Ethereum. This action requires a challenge period of seven days
>> Yesterday, on December 5, the attacker executed a "Finalize Withdrawal Transaction" that allowed them to collect approximately 29 ETH
https://t.co/iM0x9r5T7M

We have analyzed the attacker's transactions and can confirm that today's event represents the completion of the November 28 hack. This means the attacker can no longer extract any more funds from XT's address.

The 29 ETH obtained by the hacker were acquired by swapping the following assets:
https://t.co/FM9murAWdL

Swapped Assets are: $OP, $WETH, $wstETH, $USCD, $VELO, $alUSD, $alETH, $FRAX, $frxETH, $USDC, $GIV, $DAI, $USDT, $USD+, $CRV, $LINK, $WBTC

The total amount gained by the hacker amounts to approximately 494 ETH (~ $2M)

📢 Appeal to the Community and XT:

Demand for Accountability:
We will not accept silence and false announcements from XTExchange. Users of $wQUIL and other affected communities deserve transparency and justice.

Our Demands:
>> Repurchase the stolen tokens
>> Restore withdrawals immediately
>> Allow unrestricted communication channels and provide truthful information regarding the incident and ongoing recovery efforts

Together we can make a difference. Let's not let #XT harm our or other communities.

$wQUIL $QUIL #XTExchangeRespond #XT $DOGE $BONK $WOLF $TRUMP $FLOKI $ZND $ASTRA $USDT @QuilibriumInc

[petejcrypτo (ϙ, ϙ) @petejcrypto]

I'd like to address some of the FUD lately around the $QUIL $wQUIL mining costs. A certain individual is circulating screenshots where I discussed mining costs and concerns around emissions.

For the record, I was concerned, and I had every right to be at the time. The period of local PoMW (1.4.21.x) meant that node runners were essentially operating in the dark, and other network participants had no real way of knowing exactly how many nodes were out there, what their specs were, and thus, what daily emissions were. As this situation continued, and we surpassed the dates when we though we'd be upgrading to 2.0, more and more node runners reached what was called the "max increment" of their proofs, or the point where the proof difficulty was at its lowest, and nodes earned the most QUIL/hr that they were ever going to earn in that phase (unless they added more workers or upgraded the hardware).

When my personal nodes reached that state, my mining costs, which are totally dependent on how much the hardware costs to run, had dropped to about 2.5c/QUIL (current at that time, not average, and that is important context). My average mining costs during 1.4.21 were still much higher because of the period prior where nodes were earning a lot less with a lower increment value (>10c).

Once Cassie provided more detail about the number of nodes out there, I started extrapolating out my scenario to the number of nodes, and grew concerned, justifiably, about where emissions might actually be. As we saw the value of circulating QUIL climbing with the 2.0 release, it became apparent that emissions exceeded target, but at the end of the day, my fears around it were proven wrong when we settled at ~1.16B, not a far cry from where we'd expect to be at 3M/day for the 140+ days.

Moral of the story:
- Yes, 1.4.21 went on longer than planned and that resulted in higher emissions than planned before 2.0
- Yes, that resulted in a predictable supply shock that would impact the value of the $QUIL token. We watched that unfold over the past few weeks.
- That supply shock has ended, and it is much more expensive right now to mine one $QUIL than it was before (again, personal for me is 80c/QUIL but it will be dependent on your hardware costs, which prover ring you're in, and whether your hardware is landing proofs or not)
- It is a shame when community members leave the project and feel a need to drop a nasty fart on their way out the door. But people will do this to help justify their own actions and make them feel good about their decision. It doesn't change anything about the technology or where the project is headed.
- I've been buying more $QUIL because I know Cassie is going to get this done, and this network is going to be awesome. Don't get psyop'd. The path to greatness in this space is often filled with trials and tribulations and this is simply one of them.

[PinLink @PinLinkAi]

We’re excited to announce that we have successfully integrated PinLink with @QuilibriumInc, which will allow users to tokenize and fractionalise $QUIL nodes when the PinLink dApp goes live.

Quilibrium is a decentralized internet layer protocol, providing the creature comforts of the cloud without sacrificing privacy or scalability.

Allowing users to buy fractional shares of RWA ERC-1155 tokens representing nodes from the @QuilibriumInc network will create a novel way of generating passive income. Meanwhile, it is another step forward in PinLinks vision for becoming the one-stop-shop for RWA-tokenized DePIN assets.

We look forward to opening this opportunity up as we launch the closed Alpha version of our dApp

[Valenτin Goyard @SLS_AMG_Heroin]

Innovation is unstoppable.
Outstanding technology is unstoppable.
$QUIL is unstoppable.

Fair launch ✅
NO VCs or orher bullshit ✅
NO premining ✅
Proof of meaningful Work ✅
Unique narrative ✅

… and a ex Coinbase sr-staff eng @cass_on_mars as the brilliant creator of this awesome project is the key to success for Quilibrium.

Top 50 is just a short matter of time for @QuilibriumInc ✊

[Grass @grass]

The upgrade is a success! Grass's network has officially completed its migration to a new backend infrastructure.

With this in place, the network is now equipped to scale to TENS of millions of users! This will truly usher in a new era and pave the way for the Grass L2.