wil

agnostic everything

[wil @WillbBTC]

what's it like to be an oil & gas analyst these days ?

[wil @WillbBTC]

Weekly reminder that today is sunday

[*Walter Bloomberg @DeItaone]

TRUMP TO FOX NEWS ON IRAN: WOULD SAY DEAL WILL BE SIGNED ON MONDAY, TUESDAY OR WEDNESDAY AND NOW THIS TAKES PLACE

[wil @WillbBTC]

banks and brokers unloading the SpaceX IPO

[Polymarket @Polymarket]

NEW: Fidelity lowers the minimum account requirement for the SpaceX IPO from as high as $500,000 to just $2,000.

[wil @WillbBTC]

@bagholder it got one big bug 2 years in that was immediately patched with no damage other than confidence on potential future bugs.

zec just got one 10 years in with no certainty that the shielded-pool is currently healthy.

Privacy is essential but I think ZEC has no utility in general

[wil @WillbBTC]

@BarrySilbert rapidly coordinating to freeze the pool, hardforking, potentially minted unaccounted-for supply since 2022: quite positive events overall yeah

[wil @WillbBTC]

first time i got codex referencing itself as 'we'

[wil @WillbBTC]

the david hoffman effect

(exhibit 492 why buying 'relative strength' while btc is digging down a dumb idea)

[wil @WillbBTC]

Everyone writing threads and essays about prediction markets and pumpfun just went one step further and made a *prescription* market

[wil @WillbBTC]

@zoomerfied read the room man

[wil @WillbBTC]

@chrisgrx_ It's stupid, but

Not making money > losing money

[wil @WillbBTC]

@TheStalwart @Polymarket just the best game there is Joe

[wil @WillbBTC]

@CaptainRoyen where do you get this ? EIA says no change in jet fuel stock for PADD 5

[wil @WillbBTC]

So I'd expect the same here, when stocks finally turn as countries restrict petrol and petroleum products this year, cryptos will keep digging further down..

[wil @WillbBTC]

I would have expected cryptos to reach these prices as Hormuz would wreak havoc on stocks, but we got the former without the latter (yet).

It's like when BTC was at the highs and many alts were doing poorly, when BTC turned they did even worse.

[Pope Leo XIV @Pontifex]

Deep inner suffering inevitably arises when the human person is reduced to performance, consumption, or a statistical datum. Many young people today live under the yoke of expectations to perform, immersed in an exasperated competitiveness that generates anxiety, fear of not measuring up, and disorientation.

[wil @WillbBTC]

Yo @nikitabier let me annihilate all bots from my timeline

[wil @WillbBTC]

@abdi_hb Paid group guy? No respect

[wil @WillbBTC]

''Don't Look Up'', again.

[Andrew Day @AKDay89]

Trump's latest post on Iran. "It will all work out well in the end - It always does!" That's similar to what Trump told Tucker Carlson before launching the war: “It's going to be OK. Because it always is."

[wil @WillbBTC]

current consensus: https://t.co/mwhxYIizGu

[*Walter Bloomberg @DeItaone]

TRUMP SAYS HE IS NOT WORRIED ABOUT OIL PRICES IF IRAN BLOCKS STRAIT OF HORMUZ

[wil @WillbBTC]

June 1st.

Hormuz still closed.

Current consensus is that the world can cope without Hormuz, but it's reopening this month or the one after anyway so does it really matter ?

[wil @WillbBTC]

what's it like to be an oil & gas analyst these days ?

[wil @WillbBTC]

my current view is:

-Hormuz is *never* coming back as it was, and that various state actors are playing the market like a fiddle.

-Most of the public unaware of the danger we're in

-Markets won't provide signal, only physical shortages will.