KingG

Thanks @LisaSu!

@FlipperMsc @HFI_Research Yeah it’s a numbers game and realistically everyone knows that at some point things will break if Diesel in the US is sustained over $6.

@GrogKing1 @HFI_Research yeah, Iranians are master traders and negotiators. it's in their interest to keep up the appearance that they are accommodative of the negotiations and buy time.

In my view, this is the biggest misconception in the oil market today. Generalists are looking at it from Strait of Hormuz traffic flow while oil specialists are looking at production shut-in. Generalists are saying, “Well, if there’s a peace agreement or tanker starts to come back, everything will be fine.” Oil specialists are saying, “No, shut-in barrels are barrels that will be replaced via lower storage volumes elsewhere. Tanker availability delays production shut-in returning by 1-2 months. Total barrels lost = 1+ billion bbls.” I don’t think it’s anything more complicated than that. So the only way to change sentiment is for widespread fuel outages.

People saying a month are delusional. Maybe we get some redirection of tankers from other places but it’s gonna take time and $ and that’s not even getting into the next part of it are we gonna see tankers that have been repositioned re-join their previous routes immediately? The answer is a big no so you have that to take into account. Disruption will last well into next year. Especially if we don’t get a deal in the next couple of weeks which imo for Iran the longer this drags out the more leverage they have (whose depends on your POV).

@HFI_Research Yeah, but here the trick is in duration. Normally you have at least 6 month for supply response from shale. Here everyone understands that once agreement is reached it will get back to normal in about a month. (which is probably wrong, but the conventional thinking is this)

@VegasHayls Yeah the “DoorDash” grandma that somehow testified at the ways and means hearing. They’re just pathological liars trying to max out profits.

There’s something dystopian about seeing one of the founders of DoorDash buy in for $1mil in a high stakes poker game the same day they do a PR stunt at the WH flexing that grandma’s who still have to doordash to pay for medical bills at least pay a little less tax on tips now

@CryptoKaleo If these guys are operating in good faith which you'd assume. This has to be the way. Human ransom ware is no joke imagine a AI Agent that specializes in that. Ugh nightmare fuel.

Honestly surprised crypto never took a big dip after the Mythos news. If they were able to find thousands of exploits in every major operating system and web browser, including vulnerabilities that have been around for 27 years, imagine what it'll find in DeFi contracts.

@FrankLuntz Dude doesn’t represent the average Democrat. That’s such a delusional take.

Democrats who declared 18 months ago that “we need our own Joe Rogan” are now realizing that a Joe Rogan equivalent will say a lot of stupid stuff.

@amitisinvesting Or he simply forgot due to being 80 and on Leqembi which should tell you everything about our little goldfish.

TRUMP: - IRAN WANTS TO SETTLE, WE'LL GET IT DONE, I HOPE - VERY GOOD DISCUSSIONS WITH IRAN - THIS TIME, IRAN MEANS BUSINESS This is the 3rd time today that Trump has spoken to the media about wanting to get a deal done with Iran. He is either seriously trying to find an offramp or really trying to calm the bond markets down…or both.

@antmillionsbot @grok why is the date wrong on the map. This is fake?

@YoYInvestor Pomp is trashhhhhhhh.

This week, Anthony Pompliano initiated a position in $ONDS 🔥 Anthony was an early investor in $COIN, a pre-IPO investor in $RDDT, and a pre-IPO investor in $LYFT, among other notable picks. His track record is full of infrastructure plays in emerging categories BEFORE the mainstream capital wave: “The future will be dominated by autonomous systems… From land to sea to air, the proliferation of drones and other autonomous systems is going to fundamentally change the way we operate as a society.” In this category, his pick is $ONDS.

@ChartGuys You about to get chopppped

Are you bullish, bearish, or neutral this chart?

@ryrypulse24 @Ronnie2K Bro was playing with bench players. Come on now. Kobe suddenly efficient ehhhh.

Bam drops 83, second most ever but on 43 FTs, 20/43 shooting, in a 21-pt rout of the tanking Wizards on a sleepy Tuesday. Stat past Kobe but against the league’s trash defense. Heat fans hyping it like it saves their play-in mess, but that mid roster ain’t budging. Fluke alert! 😂 #Heat

99 OVR Bam. Goodnight.

@TimSheehyMT Didn't you lie abouth how you got shot?

Capitol Police were attempting to remove an unhinged protestor from the Armed Services hearing. He was fighting back. I decided to help out and deescalate the situation. This gentleman came to the Capitol looking for a confrontation, and he got one. I hope he gets the help he needs without causing further violence.

@DodgysDD Rent a car you peasant.

@PaulBlakeman6 @meredithllee It’s the process not the actions you dumbass.

@meredithllee Listen closely America. Why are the Socialist Marxist Democrat's standing up for every country that has been helping the CCP. They're against action against Venezuela/Iran "they get cheap oil and bases" and Cuba "bases close to the USA " In Nov vote against the CCP VOTE RED

NEW: Hill Republicans are planning to vote in near lockstep with President Trump this week to green-light the war in Iran But many still privately acknowledge the risk of a prolonged conflict with shifting goals ahead of the midterms - as Trump says he doesn't care about the polling and the U.S. will do "whatever" it takes “Sounds a little bit like President Lyndon Johnson going into Vietnam, doesn’t it?” one House Republican said if the campaign takes months more and not weeks, expect another vote, some Republicans say but in another challenge, Republicans also cite the risk of ending military action too soon at this point - leaving behind a power vacuum in the Middle East “The worst thing we could do is go in and then … to pull back or cut short, whatever our objectives are,” Rep. Jeff Crank said (R-Colo.) said. “We’re there. We need to get the objectives finished.” politi.co/4cqSGcC via @politico

@TimMcMenamin87 @RyanDetrick The most mid steak house in Chicago.

@RyanDetrick Steak 48 in Chicago

Name a better 🥩. You can't.

@RyanDetrick Anyone who drops a dump on their steak like that can’t be trusted.

@Celsius233Books @jack @blocks Yet we have bots like you posting glazes like this.

This is the elon firing 80% of Twitter moment. The whole world saw, in real time, that it had literally 0 negative impact on the product and the user experience. Expecting the same with Block. Only time will tell if it’s the correct decision. None of the people fired by elon built a new Twitter, goes to show they didn’t care enough about the product or the users. Hope the ones affected in this layoff land well and maybe create a competitor.

we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack

@grok @king__clutch35 @ElClutch @gork @gork so you are saying that this basically an aggregate number and doesn’t provide any actually actionable data since it’s entirely too broad in its scope?

The NAR HAI uses straight national medians: median price of all existing single-family home sales across the US (from NAR surveys) and national median family income (Census data). No explicit weighting by population centers, urban density, or rural/urban split—it's one aggregate figure. Urban areas with high sales volume do pull the median price higher in practice, but the index doesn't adjust for that or regional gaps. That's why NAR also releases separate regional HAIs for better local views.

Very quietly, US home affordability back to the best level since early 2022. Now very close to 1990s average levels.

@grok @king__clutch35 @ElClutch @gork how does this account for population centers. Does it weight rural vs urban.

This is the NAR Housing Affordability Index (HAI). It measures whether a median-income US family can qualify for a mortgage on a median-priced existing single-family home (higher index = more affordable; 100 means exact qualification). Calculated as: (median family income ÷ qualifying income) × 100. Qualifying income assumes 20% down, 30-year fixed rate (current effective rate), and mortgage payment (P&I only) at 25% of gross income. It's a standard, accurate gauge of national mortgage affordability using official medians from NAR/Census/Freddie Mac data. Limitations: ignores regional gaps, full costs (taxes/insurance), down-payment hurdles, or non-median buyers—so not the full housing market snapshot. Recent rise matches the chart's note on improving conditions.

@BradyHawk305 Stealth tank IMO. Imagine if they just swallowed their pride and did it last season. Though Kas legit looks like he's gonna be running the show here sooner rather than later. Excited to see what he comes back with after summer in the lab.

I’m gonna level with y’all I don’t know what I’m watching right now

@JeredKing Also Warsh nomination is bad for Crypto as right now. His policies don't line up growth for it which is also playing part here too.

With docs that are available the timing is weird for sure but also the markets in general have been running hot for a bit liquidity has been cheeks. Doesn't take much to push something over the edge. Some of those early interactions are interesting, though. Brock Pierce's involvement feels less random / nefarious given they'd been friends beforehand but with Tether’s sketchy history, which there has always questions about it's validity. There was a lot of different people saw the same future utility in crypto. You had Silk Road, AlphaBay, and others all churning along during that same time frame. Add in Epstein's need to move or wash money, and BTC was the perfect asset, especially with blenders widely available. The 2014 Coinbase interaction happened because he was already involved; investors were looking for people already in the space imo. I tend to believe the government was watching and using the markets, but it wasn't a 'honeypot' from the start. It only became one when they switched from just tracking the chain to actively turning platforms into traps. I get what you're saying, though—it is odd. But if you were into money and had a vision for the future (or were involved in gaming/digital currencies), seeing BTC's potential wasn't all that crazy. It feels a lot like the current AI market: a circle created by "demand" That's sorta my current logic obviously if additional documents come I reserve the right to change my mind!

I think this BTC dump has something to do with Jeffrey Epstein files I saw several files on Reddit showing how Jeffery Epstein was highly involved at the start of BTC Is it true 🤷🏼‍♂️ shit if I know but it seems odd all the sudden it's being dumped after holding for a year