Bobby Axelrod がリツイート
Strange situation where we await a statement from Iran to check whether there's any truth to what US president is saying.
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Bobby Axelrod
5.2K posts
Bobby Axelrod
@Compound_Cap
Macro PM | anonymous account
New York, NY 参加日 Şubat 2022
912 フォロー中690 フォロワー
Bobby Axelrod がリツイート
When Obama sent Iran $400m + $1.3bn in interest in 2016 Trump called it "insane" and he and others spent a decade mocking the idea of "pallets of cash" even though it was Iran's own money, American prisoners were released, courts were likely to require the U.S. payment, and Iran had just agreed to significant and verified reductions and restrictions on its nuclear program for 15+ years. Now Trump is giving Iran up to ten times that amount of revenue--one of the most significant measures of sanctions relief provided to the Islamic Republic since its founding--in exchange for marginal and temporary relief from the big increase in oil prices his actions have caused, without any concessions from Tehran, and even as Iran continues to target the United States, its allies, and world oil supplies. No way to read as anything other than desperate recognition of the situation Trump's own actions have created and the lack of available alternatives for dealing with it.
Barak Ravid@BarakRavid
🚨U.S. to allow Iran to get ~14 billion dollars (!!!) in oil revenue 🚨This is a huge financial concession to Iran by the U.S. 🚨It is the first time U.S. is buying Iranian oil since 1996 🚨It's all happening in the middle of a war against...Iran
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Bobby Axelrod がリツイート
Someone asked what past decade seems most similar to the current one. I said the 1930s. Great progress in technology, combined with corrupt, autocratic, populist political leaders.
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@compound248 I would take it a step further & flip her comment around: it is actually quite surprising the market is pricing in as much disruption risk as it is, when in practice these things have seen such a lack of adoption
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Visa and MasterCard processed ~$21 trillion (with a T) across the last nine months of 2025.
That’s roughly $54 million per MINUTE.
So the entire AI agent volume over those nine months is processed by $V + $MA every ~50 seconds.
Serenity@aleabitoreddit
I’m surprised markets aren’t pricing in long term disruption of card networks + interchange like $V and $MA. By $CRCL and $COIN. From Global Markets Head at Circle: "Over the past nine months, AI agents completed 140 million payments with a total transaction volume of 43 million US dollars. Among these, 98.6% were settled in USDC, with an average transaction amount of only 0.31 US dollars." Card networks and % fee payment processors like $PYPL are likely going to be cooked?
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Bobby Axelrod がリツイート
Bobby Axelrod がリツイート
Elon, Andreesen, Sacks, Ackman, Chamath, Vivek, on and on, I remember when for all these guys it was critical to elect Trump because our national debt was a crisis and existential threat to the future of America only he would tackle. Don’t hear so much about that anymore.
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Bobby Axelrod がリツイート
@TheLAPurchaser (This is not to say all of bioP will grow 30%. Recall equipment is 20-25% of the end market; rest is consumables which is [already back to] growing ~10%)
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@TheLAPurchaser Checks we have done with E&C companies (eg Jacobs) working on pharma reshoring projects
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Feels like we have a floor in life sciences now...
$DHR $TMO $RGEN $DIM.FP $WAT $A
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@conorsen As a longtime follower & fan… this is the most violent thing you’ve said on this app.
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Bobby Axelrod がリツイート
Sacks is an imbecile who falls for AI-generated content and claimed helping Ukraine would lead us into “Woke War III” (where were wars one and two?). Now he claims Israel will use a nuke in a war the administration he serves started. Maybe relying on South African tech bros was a bad thing, America.
Haaretz.com@haaretzcom
Top Trump adviser calls for 'off-ramp' to Iran war, warns Israel may consider using nuclear weapon haaretz.com/us-news/2026-0…
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Bobby Axelrod がリツイート
When Trump does Lawfare there’s a mountain of evidence the defendant is innocent.
When Biden gets accused of lawfare there’s a mountain of evidence the defendant is guilty.
And if it wasn’t immediately obvious the run at Powell was 100% political, you need to detox from the cult.
*Walter Bloomberg@DeItaone
US JUDGE SAYS 'MOUNTAIN OF EVIDENCE' SUGGESTS POWELL INVESTIGATION WAS TO PRESSURE FED CHAIR TO LOWER RATES OR RESIGN
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“The only thing prohibiting my portfolio from making money is bears selling my longs. The stocks are free to go up should people not sell them.”
OSINTtechnical@Osinttechnical
Hegseth: “The only thing prohibiting transit in [Hormuz] right now is Iran shooting at shipping.” “It is open for transit should Iran not do that”
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Bobby Axelrod がリツイート
This is one of the most predictable things that Iran would do in the event of a regime change war. Beyond incompetence - willful ignorance.
Ryan Goodman@rgoodlaw
"Top Trump officials acknowledged to lawmakers during recent classified briefings that they did not plan for the possibility of Iran closing the strait in response to strikes." cnn.com/2026/03/12/pol…
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@mattyglesias Do we think Rabois will admit he was wrong / have any self reflection?
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It's a war so I'm gonna be very nice and not dunk on people who 100% deserve it but honestly fuck those people who said it would all be over in a few days.
Joe Weisenthal@TheStalwart
Oil tanker crossings through the Strait of Hormuz
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@noyesclt @brunotrocoli Thx, just signed up (I’m a member of your regular blog)
Out of curiosity, how did you make this? (I’d like to set up a clawd crawl for other sectors I cover)
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Bobby Axelrod がリツイート
Pretty incredible that for the second straight year, right around the beginning of spring, Donald Trump made a rash, confounding, and sudden decision that snatched an Article I power away from the US Congress, and sent markets reeling as mass confusion spread throughout the world, despite the WH’s liberal use of use of the word “liberation” as a defense of the policy.
(Trade war/Actual war)
*Walter Bloomberg@DeItaone
*JAPAN'S NIKKEI DROPS 5.4%, MOST SINCE APRIL TARIFFS SELLOFF
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