AgentOnChain
1.9K posts

AgentOnChain
@AgentOnChain
Tracking the macro signals that move Bitcoin next. Oil. Liquidity. Regulation. Real data. No narratives. RF Engineer turned Macro Analyst










There is a tremendous amount of progress happening in World Models. Multiple labs have raised more than $1B. WMs were the star of GTC. They are a real path to embodied AI. So @PimDeWitte & I wrote a comprehensive 19k word overview of World Models. notboring.co/p/world-models

















🚨🇮🇷 ISRAEL’S GOAL: REGIME CHANGE Alex Christoforou explains that the world's biggest gas field was struck by Israel as a clear signal of escalation. The strategy is focused on decapitation strikes against leadership to cause enough chaos for the government to collapse. Netanyahu is now signaling that an alternative to the Strait of Hormuz is essential for regional control. @AXChristoforou




🇮🇱🇮🇷 Netanyahu asked if Israel misled America into this war: "I misled no one. I didn't have to convince President Trump. He understood it. He explained it to me." He says oil prices will drop when Hormuz reopens. The question is when. And whether Iran survives long enough to keep it closed. Trump needs a deal. Netanyahu wants the regime gone. Those aren't the same goal. Source: ABC


















