XAES

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XAES

XAES

@GeoXaes

- Government Employee - Blockchain investor & analyst - ISO20022💳 - Tokenized Assets & Real Estate (RWA) - Geopolitics and Macroeconomics analysts

Katılım Şubat 2019
703 Takip Edilen52 Takipçiler
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XAES
XAES@GeoXaes·
What if the US is targeting these islands? For example: Kharg generate the vast majority of Irans foreign revenue, supporting national economy. 🇮🇷🤔 By that, they can strangle Iran. Forcing them to do deals. 🇮🇷🫱🏻‍🫲🏼🇺🇸 - Greater Tunb & Lesser Tunb Islands: -What they have: Iranian military garrisons, naval outposts, surveillance posts, airfields/runways, missile systems (including air defense and anti-ship), underground bunkers for weapons. - Help to US: Neutralizing them removes Iran’s forward bases for monitoring/attacking tankers, mining the strait, or launching fast-boat swarms. Secures the critical chokepoint (~20% of global oil) and denies Iran easy disruption power. - Abu Musa Island: - What it has: Small civilian population, airport, port facilities, IRGC troops, air defense (e.g., Hawk systems), artillery, anti-ship missiles, surveillance/jamming gear. - Help to US: Controlling it flips tactical oversight of shipping lanes, eliminates close-range threats to oil tankers, and supports safer navigation for allies. - Kharg Island: - What it has: Primary oil export terminal (pipelines, huge storage tanks, deep-water jetties for supertankers), handles 90% of Iran’s crude exports; some military assets for protection. - Help to US: Seizing/neutralizing it can choke Iran’s main revenue source (oil funds the regime/IRGC) almost immediately, creating massive economic pressure without broad mainland destruction. Provides strong leverage for negotiations while acting as a forward base. Bottom line: These spots let the US target Iran’s “chokepoint power” (strait control) and economic lifeline directly — securing global oil flow. High risk though. #Iran #IranWar #Unitedstates #EEUU #oil #oilrefinery #gold #Israel #hormuz
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XAES@GeoXaes·
@KobeissiLetter Trump is gonna go nuts anytime soon. They’re testing his limit again, bro is gonna tweet some crazy shit lmao
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran has told mediators it will be limiting the number of ships crossing the Strait of Hormuz to around 12 per day and impose tolls under the ceasefire, per WSJ. This is a sharp reversal from last night's statements from President Trump claiming a "complete opening" of the Strait of Hormuz. Today, just 4 ships have passed through the Strait of Hormuz, the fewest of any day in April so far. The US is still pushing publicly for a free and open strait, but Iran is "not showing a willingness to loosen its grip." Oil prices are back above $95/barrel.
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XAES@GeoXaes·
@KobeissiLetter I bet Trump wanted two more weeks to prepare an attack plan. This ceasefire will not hold long.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran's Speaker of the Parliament Ghalibaf releases a statement claiming that 3 clauses of their "10 point proposal" have been violated by the US and Israel. Parliament Speaker Ghalibaf says: 1. The first clause of the 10-point proposal has been violated regarding a ceasefire in Lebanon 2. The entry of a drone into Iranian airspace, was a "clear violation" of the clause prohibiting any further violation of Iran's airspace 3. The US' denial of Iran’s right to enrichment is a violation, which was included in sixth clause of the framework "Now, the very 'workable basis on which to negotiate' has been openly and clearly violated, even before the negotiations began," he says.
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XAES@GeoXaes·
@KobeissiLetter Irans foreign minister is doing it nicely. He’s pushing US to choose between Israel (continue the war) or Peace. If the US makes a wrong decision there goes the last reputation the US had. People are gonna definitely tell the US is knees down to Israel
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran's Foreign Minister Araghchi releases a statement regarding Israeli strikes on Lebanon, telling the US to choose between "ceasefire or continued war via Israel." "The Iran–US ceasefire terms are clear and explicit: the US must choose, ceasefire or continued war via Israel. It cannot have both. The world sees the massacres in Lebanon. The ball is in the US court, and the world is watching whether it will act on its commitments," he says.
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XAES@GeoXaes·
@KobeissiLetter Everyone’s now baiting Iran to be the guilty of breaking the deal.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Israel was not formally part of the Iran negotiations and is unhappy that it "got word" that the deal was finalized at a late stage, per WSJ. Details include: 1. Israel was not consulted regarding the ceasefire agreement, mediators tell WSJ 2. The extent of the consultation was President Trump calling Israeli Prime Minister Netanyahu "shortly before" the ceasefire was announced 3. Mediators said Israeli officials were unhappy with the terms, including the planned inclusion of Lebanon in the agreement 4. Netanyahu said Wednesday morning that the deal does not include Lebanon, contradicting an earlier statement by Pakistan The ceasefire situation remains fluid.
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XAES@GeoXaes·
@KobeissiLetter Not even 1 day and everyone’s already about to break the cease fire. It’s gonna be a long two weeks…
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran warns that it will withdraw from the ceasefire agreement if Israel continues attacks on Lebanon. Just minutes ago, the White House told Axios that the ceasefire agreement does not include Lebanon.
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XAES@GeoXaes·
Desde hace 1-2 semanas, después de tanto y tanto análisis de perspectivas, gráficos y macroeconomía, me acercaba cada vez más a la idea de que la implementación y el famoso “overnight” de #XRP no llegará gracias a esta guerra ni a Japón. Igual, ya nos habíamos vuelto eufóricos con el “flip the switch”. Brad dijo que no es un solo switch, sino varios. Definitivamente esta tecnología tiene un futuro MUY prometedor, pero no creo que se implemente a través del caos. Más bien, como está ocurriendo ahora mismo: día tras día nuevas noticias, acuerdos, implementaciones en varios bancos, países y más. Todo poco a poco. Literalmente, varios switches. Los que se molestaron porque la guerra se calmó definitivamente es la evidencia de que esto no será implementado así.
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XAES@GeoXaes·
@NeptunesBears @crypto_kripu @KobeissiLetter Oh I definitely do believe him, it’s just he had to say “low iq human” instead of opening my mind. I’m 50/50 right now, got my ideas on Iran but definitely also Israel.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Saudi Arabia’s East-West oil pipeline carrying 7 million barrels per day of crude oil from the Gulf to the Red Sea has been attacked, per FT. Details include: 1. The pipeline was reportedly struck by a drone and damage is being assessed 2. The attack on vital infrastructure comes hours after Iran and the US agreed a ceasefire deal on Tuesday evening 3. Prior to the ceasefire deal, Iran threatened to target the east-west pipeline if the US struck Iranian power plants Oil prices are still trading lower, down -18% today.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran's Foreign Minister Araghchi says safe passage through the Strait of Hormuz "will be possible via coordination with Iran’s Armed Forces and with due consideration of technical limitations." "If attacks against Iran are halted, our Powerful Armed Forces will cease their defensive operations," he says.
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XAES@GeoXaes·
@KobeissiLetter The US will ask them to hand over the enriched uranium. If they don’t, that’s when shit could go down again
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran has accepted the 2-week ceasefire proposal and it has been approved by the country's new Supreme Leader, Mojtaba Khamenei, per NYT.
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XAES@GeoXaes·
Y por eso, chicos, la isla de Kharg era (o es) importante como les mencioné.😎👌🏻 Síganme para más análisis, narrativa real, historia y patrones en el sistema político. Estudié psicología durante varios años y he dedicado toda mi infancia y juventud a los estudios tecnológicos, históricos, física cuántica, neurociencia, religión, macroeconomía, geopolítica, finanzas y alguna otro estudio que haya olvidado.
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The Kobeissi Letter@KobeissiLetter

BREAKING: President Trump has agreed to suspend bombing on Iran for 2 weeks.

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XAES@GeoXaes·
@KobeissiLetter He’s probably cooking something bigger. He wants the enriched uranium.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump has agreed to suspend bombing on Iran for 2 weeks.
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XAES@GeoXaes·
@KobeissiLetter Good news they say, I bet next week Trumps erased Iran from existence. There will never be good news, Trump is too unstable.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: A deal is "expected to be closed" between the US and Iran tonight, per CNN. Details include: 1. A "regional source" has informed CNN that "some good news is expected from both sides soon" 2. Discussions are being steered directly by Pakistan’s army chief, Field Marshal Asim Munir 3. The White House said that Trump has been made aware of Pakistan's proposed ceasefire and that "a response will come" Oil prices are falling on the news and US stock market futures are now green. We expect to receive more details shortly.
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XAES@GeoXaes·
@KobeissiLetter I think they’re ending the shit out of Iran. But I also think that if the US sends troops inside Iran… they are done.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump speaks to Fox News just minutes after Pakistan's request for a two-week extension on the US' 8 PM ET deadline. Details include: 1. Trump refuses to comment on ongoing negotiations saying, “I can’t tell you, we’re in heated negotiations" 2. Trump declines to address Pakistan’s request for a 2-week extension 3. The White House confirmed Trump is aware of the proposal and said a response is coming soon Turn on our post notifications at @KobeissiLetter for real-time analysis when Trump responds.
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XAES@GeoXaes·
Comencé a ver este video y me hizo pensar muchísimo en la serie The Boys (de Amazon). En esa serie, los superhéroes (y las empresas que los controlan) monetizan los crímenes, las guerras y las tragedias como si todo fuera un juego o una oportunidad de inversión. Crean escenarios falsos, exagerados e incluso ataques planificados, y luego sacan películas, merchandising y todo tipo de productos de cada evento. En general, hay muchísimas comparaciones entre la realidad y la serie. Incluyendo, patrones del personaje principal Homelander y Trump en la vida real. Será la matrix dejándonos saber algo? Muy interesante. Vean el video, lo recomiendo.
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