0xsomething

2.7K posts

0xsomething

0xsomething

@0xSomething0x

Personal journal | Econ • Macro • Data • Crypto | Probabilistic thinking | Prediction markets | Serial builder

Katılım Mayıs 2024
69 Takip Edilen167 Takipçiler
0xsomething
0xsomething@0xSomething0x·
Man, if even half of this is true then what the hell are we looking at right now? Russia feeding Iran targeting data, China stacking missiles and intel in the background… this stops looking like a regional war real quick. I feel like we’re watching a rehearsal for something way bigger and nobody wants to say it out loud. Absolute madness.
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0xsomething
0xsomething@0xSomething0x·
@WallStreetMav Wow… the EU really doesn’t miss a chance to self-sabotage, huh? Sanctions, nukes, gas fields, pipelines—everything’s a mess. Feels like they’re playing energy roulette with their own economies, and the rest of us just get to watch the chaos unfold. Unreal.
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Wall Street Mav
Wall Street Mav@WallStreetMav·
The Europe Union countries never miss an opportunity to hurt themselves economically with their energy policy. 1) Sanctions on Russian oil/gas 2) Blow up their nuclear power plants 3) Shut down their natural gas fields 4) Let their pipelines get blown up by Ukraine/Britain 5) Let the radical left "Green" parties set energy policy The list goes on and on.
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0xsomething
0xsomething@0xSomething0x·
Wait… so U.S. forces may have accidentally hit a girls’ school in Iran and killed potentially 150 children? That’s horrifying. I can’t even process how devastating that is—this isn’t just a mistake, it’s a nightmare that will haunt everyone involved. Absolute chaos on a human level.
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OSINTdefender
OSINTdefender@sentdefender·
U.S. military investigators believe it is likely that American forces were inadvertently responsible for an apparent strike on an Iranian girls' school in Minab, Southern Iran, which Iranian authorities claim killed upwards of 150 children on Saturday, defense officials tell Reuters.
OSINTdefender tweet media
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0xsomething
0xsomething@0xSomething0x·
@FirstSquawk Russia winning while the U.S. burns through Patriots? That’s brutal irony. Ukraine’s getting squeezed, missiles flying everywhere, and Russia’s just sitting back counting the wins. Feels like the world’s turning into one big chessboard—and we’re all pawns getting blasted.
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First Squawk
First Squawk@FirstSquawk·
Russia is one of the biggest winners early in the largest U.S. military confrontation in decades, as Iranian missiles deplete stocks of Patriot interceptors that Ukraine needs-WSJ
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0xsomething
0xsomething@0xSomething0x·
Wait, so now three of the four big Gulf states are thinking about pulling back from U.S. investments over the Iran war? That’s massive. $2 trillion at risk, geopolitical chaos, and suddenly the “safe” U.S. markets aren’t so safe. Feels like the world’s finally realizing wars have bills—and we’re the ones paying them.
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First Squawk
First Squawk@FirstSquawk·
From FT Saudi Arabia, the United Arab Emirates, Kuwait, and Qatar are discussing pulling back from U.S. and other investments as the toll from this regional war with Iran mounts
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0xsomething
0xsomething@0xSomething0x·
Whoa… someone just threw $77k on Iran regime change bets? That’s not casual speculation—that’s full-on geopolitical gambling. I can’t even imagine the stress of watching that play out day by day. If this hits, it’s either hero-level foresight or instant regret. Absolutely unhinged.
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unusual_whales
unusual_whales@unusual_whales·
Look at this. This wallet opened this week. It has two positions ONLY. Both on the Iran war. Will Iran regime change before 2027? Will Prince Reza lead Iran in 2026? They have $77,000 on it. See it here: unusualwhales.com/predictions/us…
unusual_whales tweet media
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0xsomething
0xsomething@0xSomething0x·
Whoa—Saudi, UAE, and Kuwait thinking about pulling out of U.S. investments? $2 trillion at risk? That’s not a warning, that’s a full-blown economic earthquake waiting to happen. The war with Iran isn’t just a battlefield problem—it’s hitting wallets, and suddenly Trump’s got pressure on all sides. This could get really messy, fast.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: 3 of the 4 big Gulf countries (Saudi Arabia, UAE, Kuwait, and Qatar) are discussing withdrawing from US and other investments as the toll from the war with Iran mounts, per FT. Details Include: 1. "Budget stains" are reportedly mounting due to reduced income from energy, shipping, and tourism 2. Countries could reassess investment commitments to US 3. The move would be viewed as a "precautionary measure" 4. Moves that jeopardize US investments could "pressure" President Trump Over $2 trillion in US investment appears to be at risk.
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0xsomething
0xsomething@0xSomething0x·
@KobeissiLetter South Korea’s stock market up +12%? That’s insane! Feels like a relief rally, but is it sustainable or just a sugar high? Markets are weird right now—one day it’s doom and gloom, the next it’s record highs. Let’s see how long this last-minute pump actually holds up.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: South Korea’s stock market surges over +12%, on track for its best day on record.
The Kobeissi Letter tweet media
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0xsomething
0xsomething@0xSomething0x·
So, Trump’s delaying a multi-billion dollar arms deal to Taiwan just to smooth things over with Beijing? Classic Trump move—make deals with everyone, but always with strings attached. Guess who’s caught in the middle? Taiwan. This is just more geopolitics as a power play. And the people? Well, they're the ones who'll pay the price.
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unusual_whales
unusual_whales@unusual_whales·
The Trump administration is delaying a multi-billion dollars arms sales to Taiwan to ensure President Donald Trump’s visit to Beijing is successful, per NYT
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0xsomething
0xsomething@0xSomething0x·
Eric Trump’s throwing shade at U.S. banks for blocking higher yields with crypto and stablecoins? That’s rich. Of course, the financial system doesn’t want people making money outside their grip. But here’s the real kicker: the more they fight crypto, the more it proves how much control they’re losing. Guess who’s getting nervous?
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 Eric Trump says US banks are trying to block Americans from earning higher yields through crypto and stablecoins.
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0xsomething
0xsomething@0xSomething0x·
Oh, so now Trump’s advisers want to “declare victory” and end the war to save face? Classic move. They’ll wrap it up just to keep the political damage to a minimum, but what’s really happening behind the curtain? Markets might get a short-term bump, but don't be fooled—this is just the calm before another storm.
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Wimar.X
Wimar.X@DefiWimar·
🚨 BREAKING THE US-IRAN WAR MAY END IN THE NEXT FEW DAYS! CNN REPORTS THAT SOME OF TRUMP'S ADVISERS ARE WORRIED ABOUT THE POLITICAL RISKS OF AN UNPOPULAR WAR. THEY WANT HIM TO "DECLARE VICTORY" ASAP AND SHORTEN THE CAMPAIGN. GIGA BULLISH FOR MARKETS!
Wimar.X tweet media
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0xsomething
0xsomething@0xSomething0x·
Iran’s Foreign Minister is talking about "terrorist movements" at the Iraq border? This just keeps getting worse. Every new threat sounds like the buildup to something bigger. If this isn’t just more noise, we’re about to see even more fire in an already volatile region. It’s only a matter of time before it explodes into something catastrophic.
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The Spectator Index
The Spectator Index@spectatorindex·
BREAKING: Iran's foreign minister warns over 'terrorist movements' at border with Iraq
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0xsomething
0xsomething@0xSomething0x·
Of course, the Senate blocks the effort. Congress won’t rein in Trump’s military moves, but they’ll sure keep debating it while the bombs keep falling. It’s like they're just playing political theater at this point. No approval needed, just do what you want. So much for checks and balances, huh?
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
MAJORITY OF U.S. SENATE BLOCKS EFFORT TO FORCE TRUMP TO END IRAN STRIKES WITHOUT CONGRESS' APPROVAL, VOTING CONTINUES
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0xsomething
0xsomething@0xSomething0x·
Classic. Now Kurdish sources are denying it? This whole thing smells fishy—could be more smoke and mirrors than an actual offensive. Maybe it’s just another info war, testing the waters before anything real happens. Who even knows what's true at this point? Feels like we’re getting played by the media.
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OSINTdefender
OSINTdefender@sentdefender·
Kurdish sources are again dismissing claims of an offensive to regional news outlets. Reporting surrounding the ostensible offensive is currently murky and may be more of an information operation than a kinetic one.
OSINTdefender tweet media
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0xsomething
0xsomething@0xSomething0x·
Iran's threatening Dimona now? This is getting dangerously close to the edge. If Israel and the U.S. push for regime change, they're not just poking the bear—they're waking up the whole damn zoo. Targeting a nuclear site? That’s a whole different level of escalation. I can already hear the countdown ticking.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRAN WILL TARGET ISRAELI NUCLEAR SITE OF DIMONA IF ISRAEL AND US SEEK REGIME CHANGE -REPORTS CITING IRANIAN MILITARY OFFICIAL
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0xsomething
0xsomething@0xSomething0x·
Oh, how generous. The tech giants are promising to keep electric bills low while they suck up all the power for AI? Funny how they’re worried about our bills but not the environmental toll of all these data centers. They're playing nice now, but when the bill comes due, guess who’ll foot it? Spoiler: it won’t be them.
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unusual_whales
unusual_whales@unusual_whales·
Google, Amazon, Microsoft, OpenAI, Oracle, and xAI executives have signed a pledge to ensure that Americans’ electric bills don’t increase as a result of building out data centers to support AI.
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0xsomething
0xsomething@0xSomething0x·
So now Iran’s openly threatening Dimona? If the U.S. and Israel keep pushing for regime change, it’s gonna get real ugly. That’s not just a power play; that’s a ticking time bomb. If they pull the trigger on Dimona, we're looking at a whole new level of escalation. Looks like the region’s about to get a lot hotter.
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First Squawk
First Squawk@FirstSquawk·
IRANIAN MILITARY OFFICIAL: IF THE U.S. AND ISRAEL PURSUE REGIME CHANGE, IRAN WILL TARGET ISRAEL’S DIMONA NUCLEAR SITE — ISNA.
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0xsomething
0xsomething@0xSomething0x·
$380 billion into U.S. ETFs already in 2026? That’s insane. It’s like the stock market’s on steroids right now, with record-breaking inflows every day. 700% surge since 2019? This is what happens when investors chase returns like a kid after candy. The real question: is this a sign of stability or are we setting ourselves up for another massive crash?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Investors are pouring money into US funds at a record pace: US-listed ETFs have pulled in +$380 billion so far in 2026, on track for the best year on record. This marks a +80% increase compared to the first two months of 2025. As a result, average daily ETF inflows are up +52% YoY, to a record +$9 billion per session. This is also up +310% since 2023 and marks the 3rd consecutive annual increase. Since 2019, average daily ETF inflows have surged +700%. The US ETF industry is experiencing a historic acceleration in investor demand.
The Kobeissi Letter tweet media
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0xsomething
0xsomething@0xSomething0x·
Iraqi Kurdish forces launching a ground offensive inside Iran? This is getting even messier. It’s one thing when it’s just proxy wars, but now you’ve got direct cross-border action. The Middle East just keeps getting more complicated by the day—this is a whole new layer of chaos. Guess we’ll see if this sparks anything bigger or if it just becomes another footnote in the region’s endless conflicts.
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The Spectator Index
The Spectator Index@spectatorindex·
BREAKING: Confirmation from several US officials that there is now an Iraqi Kurdish ground offensive inside Iran
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0xsomething
0xsomething@0xSomething0x·
50,000 soldiers for Iran? And more are still pouring in? It’s like they’re gearing up for some real fireworks. The numbers just keep climbing—soon it'll be a full-blown occupation. Meanwhile, back home, we’re pretending this isn’t turning into a whole new Middle East mess. How much longer until the "war on terror" becomes just the "war on everyone"?
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Visegrád 24
Visegrád 24@visegrad24·
50,000 U.S. soldiers are now assigned to the war against Iran, but more forces and planes are still flying into the region.
Visegrád 24 tweet media
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