MastermindCam

Trader

[MastermindCam @mastermindcam]

Hersh broke the imminent war story last June beating every major media outlet, here he is again today saying escalation is imminent.

[MastermindCam @mastermindcam]

Seems pretty clear the Trump speech specifically the references to “finish the job” and previous war lengths was about setting the stage for more escalation not an off ramp. Assuming we have a rough 3 day weekend ahead of us.

[MastermindCam @mastermindcam]

@ZaidJilani But Zaid the problem is you cope about this in the UK and Europe too, you're rightly concerned about tribal hatred while not realizing that your blanket denials of patterns everyone sees fuel that very same tribal hatred by making people feel ignored.

[MastermindCam @mastermindcam]

Public posturing aside, in Iran Ghalibaf has a reputation for being irreligious opportunistic corrupt strongman, Trumps favourite kind of leader. Makes total sense that if there is a detente it will involve him.

[MastermindCam @mastermindcam]

Ghalibaf as defacto leader has incentive to deny talks until agreement is finalized, Trump has opposite incentive to calm markets, nothing is confirmed but the bears triumphantly retweeting denials don't understand geopolitics anymore than they understand markets. Embarrassing.

[MastermindCam @mastermindcam]

@RWApodcast ...Surely you understand the basic incentives at play right? That he has every reason to deny talks until agreement for max leverage the way Trump has incentive to play them up to calm markets? lol

[MastermindCam @mastermindcam]

Update. Exactly as I assumed, Trump announcing deal Inc and the overweight longs amplified the move.

[MastermindCam @mastermindcam]

I’m short oil here, I don’t usually trade anything outside crypto but it’s crowded trade that is facing off against existential risk for US, more announcements will come this week to bring price down and the positioning will amplify downside when that happens.

[MastermindCam @mastermindcam]

@dukonomics :)

[MastermindCam @mastermindcam]

in 2020 bears said it was depression inc, in 2022 it was the 70s come again, 2024 was recession, 2025 Trump tariffs would cause inflation spiral. But surely this time will be different and bears posting AI slop and retweeting Islamic Republic officials will be vindicated.

[MastermindCam @mastermindcam]

What seems more likely, that this a buying opportunity that resolves in a gigantic green candle, as has been the case for the last decade consistently, or that the people who have been saying "Stagflation" while getting blown out all cycle long are right and doom is here.

[MastermindCam @mastermindcam]

@chitowngirl1982 @yashar You are reducing broad social economic and geopolitical trends at the time to a binary framework because you are a simpleton’s.

[MastermindCam @mastermindcam]

@chitowngirl1982 @yashar He left the country willingly rather than suppress dissent, he refused to assassinate Khomeini when everyone around him pressed for it, he was a dove compared to every single member of the security establishment, you have 0 idea what you’re talking about.

[MastermindCam @mastermindcam]

@chitowngirl1982 @yashar Because the primary issue in Iran is a deeply stupid incompetent government that has ruined the country, not the lack of elections. Normal people care about quality of life not the philosophies of governance.

[MastermindCam @mastermindcam]

@JcardinaJ ? lol, this started the night of the war and can be tracked empirically.

[MastermindCam @mastermindcam]

Crypto is outperforming gold and equities since the war started for a simple reason, lower trust world means trust-less assets get repriced higher and higher.

[MastermindCam @mastermindcam]

@erkoPollo This is bear cope, of course it's down massively HTF, that's why I specifically said 2026 and am obviously talking in a recent context.

[MastermindCam @mastermindcam]

I am also longing $TIA here, consistent outperformance in 2026, great structure, will benefit from eth etf inflows, plus the dumbest people in crypto hate it and have no idea how it works, as good as it gets confluence wise imo.

[MastermindCam @mastermindcam]

@0xR1ccardio Eth inflows expand the roll up economy, ETH price goes up > attention returns to ETH > developers and capital re-focus on the ETH stack.

It’s second order eth beta.

[MastermindCam @mastermindcam]

It sounds like cope but purely factually and substantively we are very early in the crypto timeline, survivors and true believers will be massively rewarded as always, the haters will be silenced, the normies will return. No doubt.

[MastermindCam @mastermindcam]

$BTC is superior to gold in every way possible, the disconnect is generational from the boomers that run central banks. People moving wealth around in times of crisis aren’t going to be using duffle bags full of gold bars, they’re going to be using the blockchain.