5ElemAlpha

@visionergeo US will likely preemptively strike seeing the deal is falling apart

It is likely that Iran will again start strikes on Israeli and US targets.

🇺🇲🇮🇷 Speaker of the Iranian Parliament, Mohammad Bagher Ghalibaf: "A statement on the violation of three main points of the 10-point proposal (agreed framework) before the start of negotiations. Our deep historical distrust towards the United States stems from its repeated violations of various commitments — a pattern that, unfortunately, has repeated itself. As the President of the United States clearly stated on his Truth platform, the Islamic Republic of Iran's 10-point proposal represents a "workable basis for negotiations" and the main framework for these negotiations. However, three points of this proposal have already been violated: 1- Non-fulfillment of the first point of the 10-point proposal concerning a ceasefire in Lebanon — a commitment directly addressed by Pakistan's Prime Minister Shehbaz Sharif, who defined it as an "immediate ceasefire everywhere, including Lebanon and other regions, to come into effect immediately"; 2- A drone that violated Iranian airspace and was destroyed in the city of Lar in Fars Province, which is a clear violation of the point prohibiting any further violations of Iranian airspace; 3- Denial of Iran's right to enrichment, which was included in the sixth point of the framework. Now, the very "workable basis for negotiations" has been openly and clearly violated, even before the start of negotiations. In such a situation, a bilateral ceasefire or negotiations are unreasonable."

@zerohedge It’s clear what happened: 1.trump panicked yesterday and agreed irans 10 points without consulting Israel 2.netanyahu was pissed and threatened to unilaterally attack if Lebanon ceasefire and nuclear is included in the deal 3.trump now sayin different 10 points to please Israel

GHALIBAF SAYS BILATERAL CEASEFIRE, TALKS 'UNREASONABLE'

@RepDonBeyer That’s exactly Israel’s goal

The U.S. must immediately make clear to Israel that the ceasefire agreement is not and cannot be functional without a ceasefire in Lebanon. The American people want this war to end and bombing downtown Beirut is not a path to peace.

@HormuzLetter Wtf!!! Agreement to enrichment?! And handing over control of SoH?!!? wtf?!

BREAKING: Iran's Supreme National Security Council says the US has agreed to the following 10 points as the basis for the ceasefire: 1. No further US aggression 2. Continued Iranian control over the Strait of Hormuz 3. Acceptance of uranium enrichment 4. Lifting of all primary and secondary sanctions 5. Termination of all UN Security Council and IAEA resolutions 6. Compensation to Iran 7. Withdrawal of US combat forces from the region 8. Cessation of war on all fronts 9. Release of all frozen Iranian assets 10. Controlled transit through the Strait of Hormuz coordinated with Iranian armed forces These are the Iranian side's claimed terms. Trump said on Truth Social that the 10-point proposal is "a workable basis on which to negotiate." The US has not publicly confirmed the specific points.

@zerohedge You never pick a fight with someone who has nothing to lose. In this case we have bibi dealing with corruption allegations, trump dealing with Epstein allegations, Iran dealing with protestors. Seems like ongoing war is best for everyone involved to hide the real problem.

"If Trump wants to fall from one hole to another with his madness, we have prepared a black hole for him from which it will be impossible for him to get out" - Tasnim reports citing military source, via Telegram "Trump's threats are more due to his desperation and helplessness and Iran's authority in the field than to his initiative and power. But if Trump wants to fall from one hole to another with his madness, we have prepared a black hole for him from which it will be impossible for him to get out." "We have prepared good surprises for Trump's possible madness; one of them is the addition of Aramco oil facilities, Yanbu oil facilities and the Fujairah pipeline to Iran's targets, and in the event of Trump's crime, Iran will not hesitate to impose heavy costs on the United States and its partners." "Trump thinks that with these threats, the strait will open and the price of oil will drop! He does not know that if he carries out his threat, he will have to wait for oil prices to reach $200 in the coming days."

@realMeetKevin AXIOS has been a major propaganda tool for the trump regime in this conflict, are we supposed to take their claim at face value?

🚨 WHITE HOUSE OFFICIAL: Trump is "bloodthirsty, like a mad dog", disagreeing that Hegseth or Marco Rubio are egging him on. "These guys sound like the doves compared to the Pressident," Trump is calling today, "Infrastructure Day." per a White House official via Axios.

@ianbremmer They’d be fools giving up nuclear at this point.

“there is no longer a nuclear threat from north korea” - donald trump, 2018 could iran be next?

@zerohedge Each second Trump delays the deadline is bullish for the market mechanically given amount of put option theta gets decayed.

@Simon_Gin7up @0xNonceSense @grok Look at the screen shot, 40$m long is on energy and crude. It’s consistent to an equity short position.

@0xNonceSense Make up your minds scammers 🤣 @grok which is which

🇺🇸 TRUMP INSIDER STRIKES AGAIN HE JUST OPENED A $100M+ SHORT BEFORE THE U.S. MARKET OPEN. SAME TRADER WHO REPORTEDLY MADE ~$75M CALLING THE IRAN SITUATION EARLY. NOW BETTING ON DOWNSIDE AGAIN, EXPECTING MAJOR NEWS THIS WEEKEND. HE HASN’T MISSED YET 👀

@annacoull Tomorrow will be interesting irrespective of market open or not.....pay attention to the headlines.

There's low volume & then there's today's volume on SPY daily chart with a similar pattern on QQQ, IWM & DIA. Tomorrow should be interesting.

@KobeissiLetter Boots on the ground tomorrow night when market close for the long weekend.

Tonight's situation is incredibly puzzling. In President Trump's address to the nation just now, he effectively reread many of his recent social media posts out loud. Between threatening Iran's power plants, saying the Iran War would last 2-3 more weeks, and calling out NATO, there was nothing new. Yet, the market is now trading like the Iran War is ramping up for another month-long escalation. Why? Because he didn't explicitly de-escalate. Ironically, President Trump's address to the nation just now has imposed more pressure on the US through the market's reaction. The market, which was finally beginning to show some signs of calming, is now highly agitated, with US oil prices back to $104/barrel, stocks down sharply, and the bond market melting down again. Ironically, President Trump is now back to solving the problem he fixed earlier this week: How will he contain the market?

@Osint613 Clearly trump is setting the market up for a weekend incursion.

BREAKING 🔴 Trump: “Iran's New Regime President, much less Radicalized and far more intelligent than his predecessors, has just asked the United States of America for a CEASEFIRE! We will consider when Hormuz Strait is open, free, and clear. Until then, we are blasting Iran into oblivion or, as they say, back to the Stone Ages!!! President DJT”

@Osint613 Leaks ahead of Trump’s 9PM ET address suggest a "Mission Accomplished" pivot. Expected to announce a 2-3 week US withdrawal timeline while issuing a final April 6 ultimatum: hand over the uranium or face a surgical extraction by the 82nd Airborne.

All major networks will carry U.S. President Donald Trump’s address to the nation on Iran on Wednesday night, OSINTTechnical reports.

@biancoresearch US must secure a decisive victory over Iran including opening of the strait, the consequences over the impact on petrol dollar will be catastrophic absent of total control in the region.

This would be an economic disaster.

@zerohedge People don’t realize how tied the USD is to Middle East dominance. If the US doesn't achieve a decisive win over Iran, we’re looking at the collapse of the petrodollar and a total dumping of Treasuries.

Trump Reportedly Told Aides To End War Without Reopening Hormuz, Iran Strikes Fully-Laden Kuwaiti Oil Tanker zerohedge.com/geopolitical/t…

@KobeissiLetter Market isnt becoming numb to the headlines, market is realizing that this is going to be a protracted war and Iranians are not going to budge on their demands.

At 4:11 PM ET, President Trump extended his “pause” of US strikes on Iranian power plants and oil prices fell -6%. 40 minutes later, that entire decline was erased. Markets are becoming numb to the headlines.

@Osint613 Easy sell Canadian dollar

JUST IN 🔴 Canada says it is ready to help ensure safe passage through the Strait of Hormuz.

@KobeissiLetter Yet shipping data show no transit still. Basically all talk no actual chance

There are widespread reports on Iran allowing "any country aside from the US and Israel" to pass through the Strait of Hormuz. If this is true, China and India alone will be able to restore nearly 7 million barrels of oil supply PER DAY. In other words, ~39% of the 18 million barrels per day of supply currently offline due to the Strait of Hormuz closure would return to the market. This would be massive news if confirmed.

@zerohedge SPR release is very bullish E&P stocks as it raises the backend of oil curve. Bullish.

UNITED STATES TO RELEASE 172 MLN BARRELS OF OIL FROM STRATEGIC PETROLEUM RESERVE - DOE

@michaeljburry looks like targeting critical energy infrastructure is a good strategy for Iran to make Trump TACO

Plunge Protection Trump

President Trump may have gotten into something that would be incredibly dangerous for the world if he shows again that a falling stock market is his kryptonite. @realDonaldTrump