Luis

565 posts

Luis

Luis

@LuisTrevCV

Katılım Nisan 2023
456 Takip Edilen57 Takipçiler
Luis
Luis@LuisTrevCV·
@AndreasSteno Now post about the Minab missile attack and say the same, you stock money hungry boy
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Luis@LuisTrevCV·
@RyLiberty Just like USA can't defeat Iran through aerial campaign same is true of Israel. Iran comes out on top with economic control levers in its region and will require some sort of sanction reliefs from countries that wants oil. A path to build itself economically is a major win
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Ryan Dawson
Ryan Dawson@RyLiberty·
Iran needs to realize the US only pauses to reload. Just finish off Israel and this all ends
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Richard Heart
Richard Heart@RichardHeartWin·
Personally I don't like bridge risk, and I don't like stable coin admin key risk, but it sounds like you're trying to bait me, at elementary school level to uh, do what? Bridge lots of money in and let it sit? Perhaps you should lobby for me to bridge in and market buy instead? But that wouldn't really make sense for the argument you're making, because as noted in the P.P.S of my original post, when you swap from bridged to native, you're not actually using the bridge anymore are you? So just say it, say you want me to god candle. TLDR: Even if you don't use the bridge, you still have some risk because if a bridge gets rekt, it has market effects. P.S. Your weak post is basically cryfagging. You cry about things lamely, without really explaining what the problem is or what might solve it. Lame post. Do better. P.P.S. I am in the blockchain for replacing trust with poof where possible, and I prefer native tokens to bridged in tokens when possible.
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Richard Heart
Richard Heart@RichardHeartWin·
Richard Heart teaches you how bridges work. Example. Chain A to Chain B. Coins lock on Chain A. MAGIC Coins mint on Chain B. What's this MAGIC step? Chain B doesn't know what's happening on Chain A, so TRUST must be introduced. You have to TRUST validators to not collude with each other to lie about what happened on Chain A. Validators could lie about how much went in on chain A, and inflation bug chain B, then some could bridge back the inflated coins and empty the original coins locked on Chain A. What if a validator dies? What if a validator gets hacked? What if a validator tries to get others to collude with him to lie? What if a validator holds his validating ransom. Some people think that there should be a timelock over the power to try and fix the above problems. LOL. What's the counter balance to the above problems? More trust. You might want some mechanism to add / remove, subtract the quantity of validators needed. In the end, every single bridge has social risk, just like every single chain has social risk. They're computers, run by humans, on networks, and none of those 3 things is perfect. You can only buy down the risk of the original sin of chain B not knowing the true state of chain A, by spreading validation geographically, and across parties and hope for the best, but you can't completely eliminate the risk. The largest hacks in crypto history have been bridge hacks. So now ask yourself, why in this bearest of bear markets does Richard have to teach you about bridges and risks again, for the umpteenth time? As though something has changed? I've been telling you these same exact things over and over again. But I guess some need reminding, or prefer to talk about risk in every thread about benefits. Makes you wonder. TLDR: All bridges are risk, and when done well, that risk appears to be far lower than centralized exchange risk. You're welcome for the education. Again. P.S. Some people have swapped bridged in tokens for native tokens, and enjoyed the experience. P.P.S. I think some folks find it far easier to post negatively than positively. If y'all one of those, work on yourself. Consider it personal development.
Richard Heart tweet media
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Luis
Luis@LuisTrevCV·
@martypartymusic Finally you posted the most possible scenario. Maybe around summer time we will see a more significant expansion on the balance sheet after economic impact becomes undeniable
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MartyParty
MartyParty@martypartymusic·
IMO: This is how the game theory plays out - US military engagement in the Middle East fails to achieve rapid decisive victory - the Strait of Hormuz experiences extended operational disruption - oil prices spike - petrodollar recycling mechanism comes under stress - foreign central banks reduce US Treasury holdings - US borrowing costs rise - Fed responds with significant balance sheet expansion - global liquidity expands significantly - Bitcoin as the most sensitive asset to liquidity with a finite supply absorbs a disproportionate share of that impulse This is forced monetary expansion.
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Luis
Luis@LuisTrevCV·
@Safarnejad_IR Iran has to have come out with some financial incentive. At least this space if true will give Iran the time and space to rebuild. I hope to see even more invigorated Iranians rebuilding Iran to the point no one dares attack it again
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𝐄𝐡𝐬𝐚𝐧 𝐒𝐚𝐟𝐚𝐫𝐧𝐞𝐣𝐚𝐝
⚠️ Iran gave up Strait of Hormuz for Hezbollah... You can criticize the overall strategic planning but how are you going to look yourself in the mirror after saying Iran betrayed Hezbollah? Shame on you! Anyways... Love & respect to our beloved Hezbollah.
𝐄𝐡𝐬𝐚𝐧 𝐒𝐚𝐟𝐚𝐫𝐧𝐞𝐣𝐚𝐝 tweet media
Seyed Abbas Araghchi@araghchi

In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire, on the coordinated route as already announced by Ports and Maritime Organisation of the Islamic Rep. of Iran.

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Luis
Luis@LuisTrevCV·
@AndreasSteno Let's give it until the end of the first week of May. There are reports of a ground operation possibly next week.
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Luis
Luis@LuisTrevCV·
@RichardHeartWin May is the final dip sir, let's not celebrate too early. After May market crash then we start the money printing
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Luis
Luis@LuisTrevCV·
@AndreasSteno You are aware it's a step up the strategic escalation ladder? USA cannot win it. Next step is cut the Saudi east-west pipeline and shut the red sea. All China has to do is stop rare earth exports to USA. Can't believe you think this was a good move
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
Trump just flipped the Strait narrative from open it to block it, turning it into an Iran versus the rest of world pressure test while oil flows still hold around 80% of normal. But the real constraint is structural: Iran cannot push Hormuz too far without hitting China’s red lines, since Beijing is the dominant buyer and can either enforce discipline or accelerate bypass routes like pipelines and overland corridors. That creates leverage, but it is asymmetric. If Iran overuses it, it loses it. Clever move by Trump, in my opinion!
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Luis
Luis@LuisTrevCV·
@RealPepeEscobar I think they will use intel to target the Iranian leaders negotiating and it will be left as an open war. Iran has leverage on negotiation items but US won't sign the dotted lines. - Hormuz stays Iran control - Sanctions remain - No enrich enrichment agreement - USA leaves ME
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Pepe Escobar
Pepe Escobar@RealPepeEscobar·
The giveaway on what Barbaria really wants. Palantir Vance's delegation does NOT include: - a nuclear weapons expert. - the Secretary of the Treasury. Translation: No serious nuclear program discussion. And no sanctions relief. They are NOT serious.
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Luis
Luis@LuisTrevCV·
@KieranWarwick @ethermage 20 month ism is on uptrend, 50 month should eventually if we keep getting positive manufacturing numbers. Liquidity should come into crypto. Good to see you still active to capture some of that money coming in hopefully soon
Luis tweet media
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Kieran.eth
Kieran.eth@KieranWarwick·
You back founders. One of my best investments in 2020 was in PathDAO. I took a call with the founder, @ethermage, years before Virtuals existed, and it went way longer than any normal investment call. My wife was in the car and said, “I’ve never heard you like that on an investment call.” She thought it was just some gaming guild. I said, “Yeah, but this guy gets it.” Later, I checked my wallet and that tiny investment had turned into $300k. They were dead in the water at one point, but he found a way through. Back people who don’t quit.
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Luis
Luis@LuisTrevCV·
@NakedHedgie Probably this and an off ramp to nuclear threats
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Luis
Luis@LuisTrevCV·
@MatthewPHoh That's a golden nugget discovered. It also means a financial stream for Israel can be cut off and make it pay a high price.
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Matthew Hoh
Matthew Hoh@MatthewPHoh·
@LuisTrevCV Yeah, that Israeli-Emirati romance is now out in the open.
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Matthew Hoh
Matthew Hoh@MatthewPHoh·
How was this not always going to be the case? Israel is not going to give up their opportunity to cleanse and occupy Lebanon. Among other reasons, they need to do this to further West Bank annexation. Two attacks on Iran during negotiations plus the daily bombings and murder by Israel in Gaza and Lebanon during “ceasefires”. Why would Iran accept such a thing? The questions I have had since last night, as well as my thoughts as of now: Questions: -Has this war done enough economic and political damage to prevent a future war, as well as a recalibration of American presence in the Middle East, a lifting of sanctions and a re-ordering of the Middle East (e.g. Iran/Oman de facto and de jure control of Straits of Hormuz)? Plus, larger geopolitical and economic goals (global diminishment of US empire, de-dollarization, rebuke to biased international institutions and norms)? -Do the Iranians need breathing space for two weeks to reset military? -Do the Iranians not have the capacity to continue the war further and are sincere about a negotiated end as they do not see being able to sustain a campaign? -Or do the Iranians retain such a military capacity, but believe that they have achieved enough of their objectives? -The Iranians had to have the understanding that the Israelis would either sabotage the cease-fire at some point or consider Lebanon not a part of it, as the Israelis are insisting today. -How much do the Americans need to resupply, rest, rotate and refit their forces? Is this just a US ploy to begin fighting again in two weeks time or whenever the cease-fire breaks? Or to begin war again months from now or next year? -Is this an entryway into an American campaign similar to Israel’s cease-fire in Gaza and Lebanon, or similar to US “containment” of Iraq from 1991-2003, with constant but limited bombings and sanctions? Just enough constant pressure to hurt the Iranians and limit their actions, but not enough to cause Iran to break the cease-fire. -Does this meet Trump’s ego needs? Thoughts: -My expectation is that Iran will withdraw from the ceasefire because of its commitments to Hezbollah and Lebanon but also because Iran has had the initiative for almost all of this short war and Iran is likely to still have the military capacity to sustain weeks or months more of conflict. -I don’t believe Iran has fully met its economic and political conditions for denoting successful achievement of their adjectives. Nor do I think the domestic political conditions within the US currently would preclude a return to war by the US. -It’s impossible to know the true state of Iran’s missile and drone stocks, as well as other aspects of its ability to sustain its campaign, but based upon what we’ve seen this last month, plus the recent entry of the Houthis into the war, my belief is that Iran has an edge over the over-extended Israelis and Americans. -With regards to infrastructure attacks, Iran has escalation dominance with the threats on Gulf State infrastructure as well as Israeli infrastructure - although that could well lead to Israel or US nuclear weapons use (more likely Israeli). -I would be dumbfounded if Iran continues with this cease-fire process for no other reason than that the US simply can’t be trusted. -I continue to believe the long-term strategy for the United States is to carry out a campaign similar to the 1991 to 2003 campaign against Iraq, hoping that the pressure will somehow lead to uprising and regime change. -The Israelis will do as they feel is in their best interest. They still understand they have political support from the US Congress, as well as capitals throughout Europe, including Brussels. -The Israelis believe the last few years have been the best opportunity for them in decades. I don’t believe they will change course from their objective of Greater Israel into Lebanon, Syria and the West Bank, as well as established and clear regional dominance.
Drop Site@DropSiteNews

📌 Iran may withdraw from the ceasefire if Israeli attacks on Lebanon continue, a source told Tasnim News Agency. The source said the U.S.-backed deal included halting attacks “on all fronts,” including Lebanon, and accused Israel of violating it. Iran’s armed forces are now identifying targets for a possible response, warning that if Washington cannot restrain Israel, Tehran “will act with force.”

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Luis
Luis@LuisTrevCV·
@Safarnejad_IR You don't even now how the "ceasefire" will work out or what strategy it is a part of. Iran has already shown more shrewdness throughout the years. They have the brighter minds so I am sure they will come on top within the short time period and past this "ceasefire" negotiation.
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Luis
Luis@LuisTrevCV·
@EylonALevy Iran has the right to defend itself
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Eylon Levy
Eylon Levy@EylonALevy·
Letting Iran tax ships passing through the Strait of Hormuz means handing cash to the Islamic Revolutionary Guard Corps every time you fill your car. It must not happen.
Eylon Levy tweet media
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Luis
Luis@LuisTrevCV·
@AndreasSteno Hormuz was lost on day one. There will be no joint venture. Trump tries to apply pressure in negotiations through the media. However it does not work when you lose a war, everyone knows the reality on the ground. The rest is for domestic consumption.
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Luis
Luis@LuisTrevCV·
@LibertyLockPod Clearly fabricated, all were clearly against it but Vance was on the fence? Wiles and her team were the ones spearheading this
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Clint Russell
Clint Russell@LibertyLockPod·
Per the NYT just now: On Feb 12th. The day after Netanyahu had hard-pitched Trump on the 4-part Iran war plan. Here's how the cabinet advised Trump... -CIA Dir Ratcliffe called it "farcical" -SOS Rubio called it "bullshit" -Vance said he was skeptical Trump proceeded anyways.
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Luis
Luis@LuisTrevCV·
@Safarnejad_IR @Soureh_design2 Do you estimate Iran might get some fighter jets within the next 18 months? Not sure if reports of Iranian pilots initiating training a few months ago is true
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Soureh 🟩☫🟥
Soureh 🟩☫🟥@Soureh_design2·
Predictions: In Iran There will be armed unrests Assassinations Coups And Trump will attack again after the election in the US Hopefully I'm totally wrong
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Luis
Luis@LuisTrevCV·
@officialrnintel "Israel is pretending they don't like this made up deal announcement because deep down they don't want the missiles attacks to continue any longer."
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