Mach retweeted
Democrats just won Congress, and one lawmaker already wants a pause on advanced AI and a ban on superintelligence on day one.
It's only a proposal so far, and the party isn't united behind it.
But AI's next limit might not be chips or power. It might be politics.
#qnt LFG!
Everyone’s watching the charts, few are watching the infrastructure.
$QNT isn’t just another token. It’s working with:
💼 Bank of England & BIS (CBDC project)
🏦 UK Finance pilot w/ Barclays, HSBC, Lloyds, Santander, NatWest
#QNT #Quant #KryptoSheikh #Blockchain #CBDC
Brent back at 88$
that is exactly where I made the 100$ before end of August call
the setup did not go away
IEA just cut its supply forecast by 4M bpd
Hormuz traffic down to 8 ships from 125
vessels getting hit near the shipping lanes
18 days left. needs a catalyst but the floor keeps rising
1
44
ok the Iran deal takes the war premium out. fair, I'm not going to pretend otherwise
but here is what does not change
the SPR is still at the lowest since 1983
so even with Hormuz fully open, the floor under this market is higher than people think. no buffer left to push it back into the 70s
the war trade is over. the tight trade is not
54
quick check on my 100$ before end of August call
made it when Brent was 88$
we tagged 95$, dipped on the Iran pause, now back to 91$ up 4% today
every time the premium comes back we print a higher low
I don't move the target because the tape gets scared for a week. still on the board
28
everyone points at Hormuz when they talk oil risk
the real chokepoints are the loading terminals
Ras Tanura and Yanbu move most of Saudi seaborne crude
Ras Laffan is basically all of Qatar's LNG
one hit on a terminal and the barrels never even reach the strait
this is the map that actually matters
28
everyone is watching the headline
Iran pause, oil dips, everyone relaxes
but the thing that actually matters didn't move
SPR still at the lowest since 1983
next supply shock there is no cushion to soften it. that's why I stay long here
100$ before end of August still on the board
20
Oil at 95$ is a crypto story too and most of you are missing it
Higher oil means higher inflation
Higher inflation means the Fed can't cut
No cuts means no cheap money flowing into risk
That's why BTC keeps bleeding while oil rips
If you hold crypto and don't watch energy you're trading blind
28
Brent at 95$ now
I called 100$ before end of August back when it was sitting at 88$ and everyone laughed
We're 5$ away and it's not even August yet
Strikes still going every night, SPR at the lowest since 1983. There is no cushion left
Stop calling this a spike. This is a repricing
32








