liquid

trader.

[liquid @xbtliquid]

@trading_axe Tax?

[alexei @alexeixbt]

https://t.co/vyjU5HEQzB

[Balaji @balajis]

I'm going to make some obvious points.

(1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war.

(2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East.

(3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked.

(4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy.

(5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately.

(6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty.

That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area.

(7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people.

[a]: https://t.co/ITat4tmAFd
[b]: https://t.co/bWwiSQcgyt
[c]: https://t.co/FQCqMhy5d3

[liquid @xbtliquid]

@profcoos $jew?

[liquid @xbtliquid]

@vldscorpius @trading_axe

[liquid @xbtliquid]

@rektober is true

[liquid @xbtliquid]

@XFreeze Grok is literally retarded.

[liquid @xbtliquid]

Read this letter. One of the most insane things I have ever read.

This guy has balls of steel.

[Quiver Quantitative @QuiverQuant]

BREAKING: Joe Kent, the top counterterrorism official in the Trump admin, has resigned.

“I cannot in good conscience support the ongoing war in Iran”

[liquid @xbtliquid]

@zerohedge ? He’s not alive tho… so how did he say this

[conduct|r @conductr_]

how to live a GREAT LIFE:

- find your mission
- become obsessed with your craft
- fear of failure is non existent
- doubts are non existent
- reprogram your identity
- find your true love
- exercise every day
- be a delusional optimist
- write on paper about your future
- keep phone screen time to 17 minutes max
- ask yourself the right questions (IMPORTANT)
- execute super fast
- iterate way faster
- use claude code and obsidian as your second brain
- find a crew of A-players
- spend a lot of time with your family
- think disruptively
- be charismatic and a good person
- be creative
- study game theory
- enjoy nature
- live intensely: work, craft, fun, family
- use human and capital leverage
- improve your skillset
- own three houses
- visualize your past self on how you improved
- visualize your future self on how great you will be
- start a family with core principles
- travel the world: eat sushi in tokyo, surf in australia, jet ski in miami, have dinner in paris, get lost in costa rica
- DREAM BIG
- eat clean and healthy
- have a movie collection of 10/10 movies and watch them with your kids
- listen to great music
- read old books
- have at least 2 friends that are in their 70s
- have way more fun than others
- be in the pursuit of greatness and live according to it

[liquid @xbtliquid]

@rektober @insiliconot @fomocapdao if true, SPX one candle to zero

[liquid @xbtliquid]

@Cobratate Are you even surprised though… demonic woman

[Canadian Prepper @PrepperCanadian]

Russian oil depots are still being hit almost daily. Tankers are still being seized. The Kremlin is on its highest alert level, with internet throttling and deep strikes into Moscow now becoming normalized.

At the same time China is dusting off planes around Taiwan, the middle east in flames, while Trump is reportedly threatening Xi with sending ships to Hormuz or canceling a trip that was little more than a photo op anyway.

Every day more oil and gas infrastructure is being taken permanently offline in a world where energy demand keeps rising. The East West divide is widening, held together only by increasingly fragile trade relationships.

The economy is on borrowed time.

Meanwhile the entire system is becoming more dependent on digital infrastructure that could be taken down by a single cyberattack.

And layered on top of all of this, AI gurus are warning that if rogue AI doesn't come first AI generated bioweapons are the MOST likely global disaster scenario this year (Alt-man)

Most people remain completely oblivious to the aforementioned.

If you are reading this, your awareness is more rare and important than you probably realize.

[liquid @xbtliquid]

@trading_axe yahuds are scamming for a little while longer then the house of cards comes down

[liquid @xbtliquid]

@trading_axe few more days. you not wrong, just early.

[liquid @xbtliquid]

@rektober is psyops. one candle to 200 coming

[liquid @xbtliquid]

Standard trickery, @trading_axe

[zerohedge @zerohedge]

Futures Jump, Oil Slides On Fresh Hormuz Hopes https://t.co/uNy5oM6P75

[liquid @xbtliquid]

@rektober @oftheswords GG

[liquid @xbtliquid]

Tonight, the Yahuds send the SP500 to Zero.

[liquid @xbtliquid]

@iamnotcharlie @profcoos hmm