Ibex Capital retweeted
I suffer from a rare condition where I keep thinking people will change their minds when presented with facts.
Ibex Capital retweeted
Someone remind Iran we are at all time highs🫠😂
EXPLOSION HEARD NEAR IRAN’S QESHM ISLAND
The sound of an explosion was heard from the direction of the sea near Iran’s Qeshm Island, according to IRNA.
No impact or strike has been reported on the island itself, and local sources have not yet provided further details.
The cause of the explosion remains unclear.
It's always amazing how quickly countries recover from war. Makes one wonder what African countries that aren't at war are doing.
The Syrian fleet went from 2 old falling parts jets to 12 new ones.
Director @ohosari is killing it 👏🏻👏🏻👏🏻
Ibex Capital retweeted
🚨 WARNING: SOMETHING JUST BROKE IN JAPAN!!
Japanese bond yields just hit the HIGHEST LEVEL IN 30+ YEARS.
The BOJ is sitting on a massive ¥15.3 TRILLION in bond losses.
To cover the damage, they’re now dumping $5.25 TRILLION in U.S. Treasuries.
If you hold any assets right now, you MUST read this:
Japan is officially pulling capital back into the country.
And the world's largest yen carry trade is now beginning to reverse.
This is NOT normal.
For decades, Japan maintained near-zero interest rates.
That transformed the yen into one of the cheapest funding currencies on the planet.
Investors borrowed trillions of yen.
Then they deployed that cheap capital into U.S. Treasuries, stocks, real estate, crypto, and financial markets across the globe.
Now that trade is coming undone.
Japan is dealing with enormous government debt.
A rapidly aging population.
Huge pension liabilities.
And years of damage caused by a weak yen.
Now Japanese policymakers want that capital back inside the country.
And they are willing to do whatever it takes.
The BOJ has pushed pension funds toward making significantly larger allocations to Japanese assets instead of foreign investments.
GPIF, the world's largest pension fund, controls ALMOST $2 TRILLION.
That puts hundreds of billions of dollars directly at the center of this capital shift.
Japanese investors have already sold tens of billions of dollars in U.S. Treasuries this year.
And the BOJ's latest rate hike gives investors another major reason to keep their money inside Japan.
This is the Reverse Carry Trade.
And it is becoming one of the biggest liquidity threats facing global markets.
Because when Japanese capital returns home...
The assets Japan is selling still have to find buyers.
→ More Treasuries enter the market
→ Bond yields move higher
→ Global liquidity gets tighter
→ Financial conditions tighten everywhere
And now another major warning sign is appearing.
Japanese government bond yields are surging towards ALL-TIME HIGHS.
That matters because rising Japanese yields make domestic assets increasingly attractive compared with overseas investments.
And the higher Japanese yields climb, the greater the pressure becomes on global assets that were built on cheap yen funding.
This is how the unwind gains momentum.
Japanese capital moves back home.
→ Foreign assets get sold
→ The yen carry trade reverses
→ Treasury yields rise
→ Global liquidity disappears
And that is how financial stress moves through the system.
Quietly at first.
Then suddenly.
Pay attention.
Most people will not understand why markets are falling until the unwind is already underway.
I've studied markets for more than 12 years and called nearly every major top and bottom.
If you want to survive the 2026 cycle, follow and turn notifications on.
I warned you before.
And I'll be warning you again soon.
A lot of people will wish they had been paying attention earlier.
Ibex Capital retweeted
How many multinational companies are in Kenya and how many of their reports and contracts have you analyzed before you arrive at Dangote? Have you ever seen such feasibility study reports etc? Most of can't even read a 200 page novel.. thousands of pages of reports mtasoma saa ngapi ata mkipewa
Dangote's deal is good? Oooh, okay.
The refinery has a capacity of 700 million barrels? Oooh, that's insanely good.
It's worth KSh 2 trillion and that money will be injected into our economy? Oooh, wow.
It will create 60,000 jobs? That's a huge milestone.
Now let's see the paperwork.
The reports. The public participation records. The due process. The agreements. The contracts.
If the deal is that good, the paperwork should make the case for itself.
Ibex Capital retweeted
If Dangote cannot pay Kitui residents sh30,000 for using their farms, what sort of investor is that? Titanium compensated land owners.
Ibex Capital retweeted
What if you sleep with someone who is full of blessings? Do they get transferred to you or is it just curses? 😂
Ibex Capital retweeted
Feminists are about to “F” around and find out what a world without men in their lives looks like.
Ibex Capital retweeted
🚨 The job of a JURY is not to spark national conversations about women's health.
Juries are intended to decide whether FACTS match LAW.
Effecting change is meant for legislatures, NOT juries.
Yet the media seems entirely focused on questioning the HOLDOUT JUROR who tried to stay away from the limelight.
Where are their questions for the other jurors?
@SatAmericaFNC @FoxNews ⬇️
"A good man is not an attractive man. A good man is a man who is considerate, puts your first, understands you, is not going to shame you, comes into your life to upgrade you even if it doesn't end in marriage. Such men are boring."
😂😂😂😂😂😂 – at Nairobi, Kenya
Ibex Capital retweeted
Global monetary supply now sits at over ONE HUNDRED TRILLION DOLLARS.
We all know what this means…
And what will happen next 🤯
Ibex Capital retweeted
Start learning about ethereum:0x4a220e6096b25eadb88358cb44068a3248254675:
quant.network/perspectives/a…
murex.com/en/insights/white-…
capgemini.com/wp-content/upl…
citigroup.com/rcs/citigpa/st…
Ibex Capital retweeted
This is why $QNT is pumping btw
The Clearing House, which sits at the center of the US banking system and settles $2 trillion daily..
Chose $QNT after a strict competitive process and determined they're the only ones with the technology and capabilities to do what they needed
At the same time..
The Great British Tokenised Deposit project used Quant for live tokenised sterling deposit transactions across 7 of the UK’s biggest banks
So.. big confirmation that $QNT infrastructure sits at the center of both TCH and GBTD
Think everyone is now realising..
1. $QNT is undervalued af
2. That there is no reason why $QNT shouldn't be priced similarly to a $LINK or $XRP right now..
Hence.. why we are seeing god candles and a mass repricing underway
$QNT
Ibex Capital retweeted
Today I advise everyone to buy at least 1 $QNT. Risk: loose $120, potential: earn $10,000.
Ibex Capital retweeted
🚨 WARNING: SOMETHING TERRIBLE WILL HAPPEN ON MONDAY!!
The Fed just hit the panic button.
Next week, they'll inject BILLIONS into the economy to prevent a market collapse.
When markets open on Monday, this won't be “just a dip.”
If you hold any assets now, you MUST read this:
The Fed is no longer choosing between a strong economy and stable inflation.
It is choosing which problem to make worse.
If the Fed hikes rates, borrowing costs will surge.
Long-term Treasury yields will rise.
Economic growth will slow.
Debt servicing costs will explode.
And with $40T in debt, the U.S. financial system will absorb an enormous amount of pressure.
But if the Fed pauses or cuts rates, the problem moves somewhere else.
Inflation will accelerate.
Financial conditions will loosen.
Inflation expectations will rise.
And the Fed will be forced back into aggressive tightening.
This creates a trap with NO clean exit.
Higher rates → Higher yields → Slower growth → Bigger debt burden
Lower rates → Higher inflation → More tightening → Higher yields
This is no longer a normal rate cycle.
The Fed is trapped between INFLATION and DEBT.
And this is exactly where the Bank of Japan is currently sitting.
Now it’s the Fed’s turn.
The market can ignore this for as long as liquidity remains abundant.
But once long-term yields start breaking higher while economic growth is slowing, the pressure will spread across every major asset class.
Stocks will dump.
Bonds will dump.
Gold and Silver will dump.
Bitcoin will dump even harder.
Because when liquidity disappears, investors do not sell what they WANT.
They sell what they CAN.
And that is where the real chain reaction begins.
Higher yields → Tighter liquidity → Falling risk assets → Forced selling
The Fed will eventually be forced to choose between fighting inflation and protecting the debt market.
And whichever path it chooses will create another problem somewhere else.
This is the setup most people are completely ignoring.
I have spent over 10 years trading markets and studying liquidity, rates, and macro cycles.
I warned you before.
And I'll warn you again soon.
If you want to survive the 2026-2027 cycle, follow and turn notifications on.
A lot of people will wish they paid attention earlier.




























