Entrepreneur, Investor & Hockey Player. #bitcoin & #crypto since '13. Opinions, never investment advice. Yes, I am still a liberal, but I also use my head.
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I think today was capitulation day in $BTC ETFs. Highest volume ever, feels fitting.
Unlikely crypto won’t need a considerable period of sideways (or as others say “time-based capitulation”), but generally speaking, we should be done with the worst UNLESS equities now cave in.
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I give Donnie lot’s of heat. Deservedly.
But I agree.
As long as Iran, a regime that massacred 20,000 innocents THIS YEAR alone, keeps spewing some “we will never get rid of our nuclear program” BS even during negotiations, I’d keep the blockade indefinitely. Oil is flowing!
TRUMP REJECTS IRAN’S HORMUZ PEACE PLAN, EXPECTS BOMBING COULD RESUME AFTER MIDTERMS — WSJ
President Donald Trump has rejected Iran’s proposal to reopen the Strait of Hormuz and halt regional fighting within seven days, the Wall Street Journal reported Friday, citing unnamed U.S. officials. Trump has told aides he expects U.S. bombing of Iran could resume after November’s midterm elections, according to the report. Iran says it is still awaiting an official U.S. response.
Why markets care: renewed military escalation threatens Hormuz energy flows, oil prices and global inflation.
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*SEC STAFF ISSUES FAQS ON CRYPTO ASSET SECURITIES LAWS APPLICATION
*SEC STAFF: TOKEN BUYBACKS ON FUNCTIONAL PROTOCOLS DO NOT CONSTITUTE MANAGERIAL EFFORTS
*SEC STAFF: LIQUID STAKING TOKENS ARE DIGITAL COMMODITIES OR TOOLS, NOT SECURITIES
*SEC STAFF: MAINTENANCE, ENHANCEMENTS, SYSTEM GRANTS NOT CONSIDERED ESSENTIAL MANAGERIAL EFFORTS
*SEC STAFF: PROMOTING CRYPTO UTILITY WITHOUT PROFIT CLAIMS GENERALLY NOT AN INVESTMENT CONTRACT
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$100 in credit. No credit card.
Bring a GitHub repo, a Dockerfile, or just describe what you want to run. First container live in under five minutes.
Then read your own bill. It's a better argument than anything we can fit in a tweet.
kinesis.network/
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CHART OF THE DAY: Saudi oil exports -- so far in September, highest since the start of the war.
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Absolute NEAR OG Team
For everyone discovering $NEAR right now: we’re Meta Pool 🌱
We were born on @NEARProtocol, and for the past 5 years we’ve been building around one idea: make staking, infrastructure and governance easier to participate in.
From stNEAR to #NodeStudio and Solana — our story 🧵
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INTEL: A whitehat reportedly moved 3,832 NFTs worth over $1.5 million to safety after old Magic Eden Ethereum approvals left them exposed to being taken for 0 $ETH
If you ever used Magic Eden on Ethereum, revoke old marketplace approvals immediately
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This is the most concise and correct description of Donald Trump 2.0 in office 🤷♂️
Unfortunately for Republicans, the situation is very easy to describe:
1. Trump won a cost-of-living election
2. Then he publicly announced a plan to raise the price of imports
3. Then he even-more-publicly started a war that raised the price of gas
4. Meanwhile, he got rich on crypto scams, while engaging in downright Pynchonian misadventures with the reflecting pool and ballroom, which sent the unmistakeable signal that "I care more about random bullshit than America's money problems ... and also I'm not even good at executing on the random bullshit"
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👀 @BretBaier if you aren’t pointing out that Iran killed 20,000 of their own people just this year during the interview, you are providing the most inhumane regime in the world with propaganda material. But I can’t wait for his answer.
PEZESHKIAN SET FOR FOX NEWS INTERVIEW TONIGHT
Iranian President Masoud Pezeshkian is scheduled for a Fox News interview today at 1:00 PM ET.
The interview will be conducted by Bret Baier.
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Fascinating how the big players like China and the US seem to simultaneously believe that (a) artificial intelligence is going to be so overwhelmingly more powerful than humans that the loser will be done for and (b) that the winner can somehow control that same power. LOL
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Most will sell their $ETH too early.
This 5 year box will be the launchpad of the decade.
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We stay sharp in our 30’s and 40’s by visually identifying 52 tankers a day on satellite imagery while their AIS transponders are switched off.
When you hit your 40s, it’s important to keep your mind sharp. To help, I begin each day by playing a series of brain games like asking myself, “Where did I put my keys?” and “Why did I walk in here?”
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Pretty sad that BBG would publish this. I hope karma comes back and gets this poor soul something good sometime. Could have happened to anyone.
MORGAN STANLEY ACCIDENTALLY LEAKS 100+ DEAL PIPELINE
A Morgan Stanley employee mistakenly emailed an internal document detailing more than 100 investment-banking deals being pitched or monitored across Asia and other regions.
The list reportedly included potential IPOs, private-equity backers, pension funds and paused projects.
Morgan Stanley said it promptly addressed the inadvertent disclosure and is engaging with relevant parties.
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OK, so this is not how one tracks vessels in the Middle East. Most of the ones moving any cargo of value are keeping their AIS transponders switched off. Our month-on-month sightings show that Saudi Arabia's crude oil loadings along at its east coast are up sevenfold.
#OOTT #IranWar #Tankers
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DK retweeted
The first order book-based derivatives exchange on @CantonNetwork is now live on mainnet.
@Ekidenfi brings order book execution, private trading workflows, and on-chain settlement into one venue built for market makers, funds, and institutional trading desks.
Positions, order flow, and capital movements stay private from execution through settlement.
A Featured App and Canton validator, now live on mainnet.
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The base case is oil stays high, wars stay hot and the Fed keeps interest rates high, while Donald keeps inflation high with more and new tariffs.
BUT you need to know that there is a world in which Iran and Ukraine end this year, oil goes to $60, rates fall and inflation goes below 2%.
In that world risk will absolutely fly.
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Regarding oil, this is hokuspokus, but that’s an absolutely picture perfect Bearish re-test 🤷♂️
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The last time the Supertrend flagged a BUY signal, Bitcoin was $16K.
It stayed green for 3 years and 700% straight up. It just printed again at $84K 👀
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If AI is somehow the end of mankind through some glitch, it seems fitting that the US had the choice between an intellectually challenged would-be socialist with no econ understanding whatsoever and a narcissist scumbag who is incompetent on everything but microeconomics (including on macro) to lead the world at a time when the fate of AI will be decided. Cannot make it up.
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$44.3B powered by 319 Oracle Programs.
24/7 global markets — Powered by SEDA’s Custom Oracle Infra.
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Just so we are clear, among the DESERVED Trump bashing:
If this is true it means that all oil EXCEPT Iran’s is currently flowing through the Strait and Iran is conceding that it has lost control over the Strait.
IRAN HAS INFORMED THE TRUMP ADMINISTRATION THAT IT WILL OPEN THE BLOCKED STRAIT OF HORMUZ "WITHIN SEVEN DAYS" IF IT ACCEPTS DEMANDS SUCH AS LIFTING THE US MILITARY BLOCKADE OF IRANIAN PORTS, ACCORDING TO A SENIOR IRANIAN GOVERNMENT OFFICIAL ON THE 22ND. WITH IRAN'S CRUDE OIL EXPORTS VIRTUALLY HALTED DUE TO THE PORT BLOCKADE, IRAN IS TRYING TO BREAK THE PROLONGED STALEMATE BY MAKING THIS MOVE. - KYODO
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