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Flackznine
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Flackznine
@Flackznine
#Bitcoin #RWA 💸Baron de la Finance💸
Katılım Aralık 2017
566 Takip Edilen134 Takipçiler

🚨 Le pétrole de la Mer du Nord atteint un record historique...
147$/baril pout le Forties Blend.
Ce prix, c'est celui des livraisons physiques immédiates.
Le brent future (livraison juin) reste à 97$/baril
Un écart de 50$ entre le pétrole physique et les contrats à terme. C'est du jamais vu.
C'est plus haut qu'à la veille de la crise financière de 2008.
Le cessez-le-feu annoncé mardi n'a rien changé.
L'Iran maintient son étranglement sur le détroit d'Ormuz.
Selon Goldman Sachs, les exports pétroliers via le détroit ne représentent plus que 8% du niveau normal.

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⚠️This is INSANE:
An unknown trader spent $12 million on S&P 500 call options just hours before Trump's ceasefire announcement on Tuesday, turning it into ~$35 million, a $23 MILLION PROFIT in a single day, according to ZeroHedge.
The trader purchased 6,800 lots of SPX 6950 calls expiring May 8, when the index was at 6,556.
Following the ceasefire deal announcement, stocks surged and the position exploded in value.
Meanwhile, in the oil market, investors placed a ~$950 million bet on crude prices falling, selling 8,600 lots of Brent and WTI futures just hours before the same announcement.
Oil dropped -15% to below $100 a barrel when the ceasefire hit.
This follows a similar pattern from March 23, when investors sold $500 million in oil futures just 15 minutes before Trump announced a delay on strikes against Iran's energy infrastructure, triggering another -15% drop in crude.
What is happening here?

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🚨 Les hedge funds parient MASSIVEMENT contre les actions européennes.
Près de 12 000 positions short ont été déclarées au T1 2026.
C'est le niveau le plus élevé depuis l'introduction des règles de divulgation en 2012.
Pourquoi l'Europe ?
La région était le "principal bénéficiaire" du commerce de croissance mondiale.
Elle est maintenant "la plus exposée à la crise énergétique qui se prépare".
En tant qu'importateur net d'énergie, l'Europe est vue comme BEAUCOUP plus vulnérable que les États-Unis, exportateur net.

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🚨The private credit CRISIS is unfolding at record speed:
Investors requested $14.0 BILLION in redemptions from private credit funds in Q1 2026, the most EVER and more than DOUBLE the Q4 2025 number.
Just 50% of those requests were met, leaving ~$7.0 billion in unmet redemptions, the most in the history of the industry.
Blue Owl Technology Income saw redemption requests hit a staggering 41% of its $6.2 billion fund, up from just ~3% two quarters ago.
Blue Owl Credit Income jumped to ~22% of its $36 billion fund, up from ~1.5%.
Blue Owl capped withdrawals at 5% for both funds, leaving ~35% and ~17% of requests unmet, the most in the sector.
Every other major fund in the space, from Ares to Apollo to Blackstone, saw redemptions roughly DOUBLE or triple over the same period.
The liquidation firesale that started with Blue Owl has now spread across the entire sector, sending publicly traded BDC stocks to record lows.
The private credit reckoning is here.

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🚨 Les banques centrales du monde entier vendent massivement leurs obligations américaines !
On parle de 82 milliards $ en un mois...
Le niveau de détention actuel de 2 700 milliards $ est le plus bas depuis 2012.
Alors je vous vois venir, c'est la fin du dollar toussa toussa mais non...
Ce n'est pas du "Sell America" par représailles, c'est une vente par nécessité...
✅ Renchérissement violent du pétrole
✅ Fermeture du détroit d'Ormuz
✅ Besoin de dollars pour payer les factures pétrolières
✅ Besoin de défendre leurs monnaies face au dollar
La banque centrale turque par exemple a cédé 22 milliards $ d'obligations d'État étrangères + une partie de ses réserves d'or depuis le 1er mars pour soutenir la livre turque.
C'est aussi pour ça que le cours de l'or n'est pas au beau fixe malgré une situation qui devrait lui être favorable.

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🚨Oracle's risk of DEFAULT has never been higher:
Oracle's 5-year credit default swaps (CDS) surged to 198.18 basis points on Friday, the highest closing level EVER, officially surpassing the 2008 Financial Crisis peak.👇
globalmarketsinvestor.beehiiv.com/p/us-stocks-fe…
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US GROUND OPERATION IS HERE 🚨
>Pizza Index just hit a critical spike
>Gay bars near the Pentagon are empty again
>Every wallet flagged earlier has already won its bets
The largest payout was $1,300,000+

PolymarketHistory@PolymarketStory
US GROUND OPERATION INCOMING? >Pizza Index is exploding >Gay bars are suddenly empty >Suspicious wallets just placed $200,000+ on this Potential payouts now over $1,000,000
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🚨 🇫🇷 DRAME : A LA RUE parce que sa maison est SQUATTÉE, une mère de famille se jette sur les RAILS
Lundi 30 mars, une femme s'est jetée sur les VOIES de chemin de fer à la gare de Villeneuve-Saint-Georges, dans le Val-de-Marne.
Cette mère de famille n’avait PLUS ACCÈS à son logement, occupé par des SQUATTEURS dont une maman et un enfant.
Elle avait tenté de MULTIPLES PROCÉDURES devant la justice. EN VAIN.
Dans un geste DÉSESPÉRÉ, elle a tenté de mettre fin à ses jours.
Par chance, la victime a été SECOURUE par un passant.
Comme par MIRACLE, suite à cette tentative de suicide, la mairie est intervenue pour faire partir les squatteurs de son logement.
Cette PROPRIÉTAIRE a pu récupérer sa maison. La mère de famille dort ENFIN chez elle avec ses enfants.

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Hedge funds were aggressively shorting global stocks last month:
Hedge funds sold world equities at the fastest pace in 10 years in March, with short sales outpacing long purchases by a ratio of 7.6 to 1.0.
This also marks the 4th consecutive monthly sale, matching the February-May 2025 streak.
~76% of sales were concentrated in index and ETF products, with US-listed ETF shorts rising +17.2%, led by large-cap equity ETFs.
As a result, single stock sales made up just ~24% of the total, with Industrials, Financials, and Technology the most sold sectors globally.
Energy, Healthcare, and Consumer Staples were the only sectors that saw net purchases.
The risk of a short squeeze is accelerating.

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CRITICAL UPDATE 🚨
>The Pizza Index just exploded to a record 434%
>Israel is bombing infrastructure inside Iran
>Two whales just placed $1.3M+ on U.S. troops entering Iran
Potential payout: $2,000,000+

PolymarketHistory@PolymarketStory
US GROUND OPERATION INCOMING? >Pizza Index is exploding >Gay bars are suddenly empty >Suspicious wallets just placed $200,000+ on this Potential payouts now over $1,000,000
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BREAKING: Private credit giant Blue Owl Capital was struck with a "mammoth" $5.4 billion increase in redemption requests in Q1 2026, per FT.
Details include:
1. Withdrawal requests at Blue Owl's tech-lending fund have surged to 40.7% per cent of the fund’s $3B value
2. Concerns have intensified about the health of the private credit market
3. Requests to exit the the firm’s marquee $20B direct-lending fund surged toto 21.9% of the fund’s value
4. Blue Owl said it has limited withdrawals to 5 per cent at both vehicles
Private credit markets are under pressure.
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🚨US private credit stocks are in freefall:
The largest private credit and alternative asset managers have lost a combined $132 BILLION in market value so far in 2026.
Blue Owl Capital has been the hardest hit, down -41.7% year-to-date, after capping investor withdrawals from two of its funds following a surge in redemption requests.
Ares Management is down -34.5%, Blackstone -25.8%, and Apollo -23.8%, all massively underperforming the S&P 500, which is down just -3.8% over the same period.
Blue Owl's stock has posted 8 consecutive months of losses, with bearish bets on the stock at a record high.
This comes as the $1.8 trillion private credit industry faces a wave of redemption requests, rising default risks, and growing concerns that AI will disrupt the software companies that make up a major portion of private credit portfolios.
Private credit now represents ~30% of the US leveraged finance market, up from just 13% a decade ago, according to Morgan Stanley.
The industry that was once considered a safe alternative to public markets is now at the center of investor anxiety.

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