Shimaa Elgezy

[Shimaa Elgezy @shimaa431987]

@tontonwallat @Pumpfun @dexscreener @trading Great momentum for TONTON today! 🍀 The progress is looking interesting, and I’ll definitely be keeping an eye on it. 💸

[R3.OOO @r3a_quant]

Why OIL going to 150-200?

If Trump loses the midterm elections — he has nothing left to lose.

If Trump wins the midterm elections — he has nothing left to lose.

So what happens next?
Will there be a ground operation? Maximum probability.

Will there be a tactical nuclear strike? Then what else is he supposed to do?

[R3.OOO @r3a_quant]

Profit is where the narrative is.

A large portion of my fund’s TETR³A profits is concentrated in #metals and #oil, which clearly reflects where the highest volatility and opportunities are right now.

By the end of the year, however, JPY could potentially close this gap or even outperform them.

14 out of 14 months profitable, with a maximum floating drawdown of 18% from the equity peak.

[R3.OOO @r3a_quant]

The forecasts are a quarter behind.
The EIA's August model put Q4 at $78 and rested on a premise stated in plain words: that Hormuz constraints would ease through August.
August ended with six transits a day against a baseline of eighty-five. The premise failed, and the September issue lifted the number to $90.

The value of this episode lies not in the error but in the fact that the assumption was spoken aloud and could be checked.

Statistics show how big banks' forecasts actually work. It's nothing more than a game for interested parties.

[R3.OOO @r3a_quant]

#Oil in the ground is the cheapest part of the price.
The decomposition shows that the cost of extraction accounts for roughly a seventh of the final price of diesel to an Asian consumer.
Everything else is market premium, logistics, insured risk and refining margin. The practical meaning is that policy aimed at production acts on the smallest element of the structure.

[R3.OOO @r3a_quant]

The strangest combination of the year.
In September the IEA deepened its projected decline in 2026 world demand to 2.5 mb/d — almost a million barrels worse than the August estimate and one of the sharpest downgrades in the agency's history.
In the same month the price broke $100. Falling demand normally weighs on price.

Here both move up in absolute terms because they share a cause: the physical unavailability of #oil makes it expensive and unwanted at the same time.

[R3.OOO @r3a_quant]

Are you sure you understood what I was saying correctly? It's just not the time for bitcoin:native yet, a little later.

[R3.OOO @r3a_quant]

My Quant fund’s TETR3A results over the past 14 months look pretty solid.

Especially considering that a significant portion of the profits and trades came from the most volatile markets — metals and oil.

[Shimaa Elgezy @shimaa431987]

@TatyHole Это настолько нелепо, что даже смешно. Интернет каждый день доказывает: дно существует только для того, чтобы его снова пробили.

[Shimaa Elgezy @shimaa431987]

@PRO_BLOCKCHAIN @Pro @instagram @OversightBoard @Meta @instagram, @facebook, @meta

[Shimaa Elgezy @shimaa431987]

https://t.co/P4aNByWoDS

[Shimaa Elgezy @shimaa431987]

https://t.co/SatXl8gCk9

[Shimaa Elgezy @shimaa431987]

https://t.co/eVR6EYTKu4

[Shimaa Elgezy @shimaa431987]

https://t.co/R25m5Rr7mS

[Shimaa Elgezy @shimaa431987]

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[Shimaa Elgezy @shimaa431987]

https://t.co/sPSgH7k3LQ

[Shimaa Elgezy @shimaa431987]

@goemonbanknote Comment: Polymarket shows that disciplined strategies beat hype chasing. Prediction markets reward patience, data, and risk management more than chasing quick 10x gains

[Shimaa Elgezy @shimaa431987]

https://t.co/VxIM1HJpPo

[Shimaa Elgezy @shimaa431987]

https://t.co/8GOPhkctlI

[Shimaa Elgezy @shimaa431987]

@LuckyTrainApp Проект Lucky Train выглядит интересно за счёт игрового формата и интеграции Web3 на блокчейне TON. Идея с билетами и фиксацией токенов подана просто и может привлечь новых пользователей, но перед участием важно внимательно изучить условия и возможные риски