Luke Morgan | Money Without Permission

🚨 CHINESE 10y BONDS vs US 10y BONDS China's economy is in big big trouble!?👀

Daily sentiment index at this level in the last few years has marked local bottoms

@rakkzy Nice!😁😁🚀🚀🚀

I bought more PulseChain cores here. Can definitely still go lower, but I really like these levels for entry. Eventually things will turn around and the PulseChain community will have the last laugh!

@TheBTCTherapist Haha the more I think about the more I’m inclined to believe the only reason Gold has value is due to the Annunaki needing it for something😂

Imagine buying this instead of Bitcoin

@shanaka86 BTW, world nr1 helium consumer and producer is NASA…😉🤫

Every major supply chain of the 21st century runs through 65 kilometres of water. Not a metaphor. A measurement. The Strait of Hormuz is 39 kilometres wide. The Bab el-Mandeb is 26 kilometres wide. Both are now contested by the same axis. Iran holds Hormuz. The Houthis threaten Bab el-Mandeb. Together they declared solidarity on March 26 with “fingers on the trigger.” Here is what flows through those 65 kilometres. Oil. Twenty to twenty-five percent of global seaborne petroleum through Hormuz. Another 12 percent through Bab el-Mandeb. Combined: one-third of the world’s oil. Natural gas. Twenty percent of global LNG through Hormuz. QatarEnergy declared force majeure on March 24. Trains 4 and 6 are offline. 12.8 million tonnes per annum will not return for three to five years per QatarEnergy’s CEO. Helium. Qatar produced one-third of the world’s helium as a byproduct of that same LNG. Spot prices have doubled. Samsung and SK Hynix have six months of inventory. After that, semiconductor fabrication slows. Every advanced chip on earth requires helium somewhere in its manufacturing process. There is no substitute. Semiconductors depend on helium. AI training depends on semiconductors. Quantum computing depends on helium directly, cooled to millikelvin temperatures in dilution refrigerators. Post-quantum cryptography depends on the quantum computers that depend on the helium that came from the LNG plant that was hit by missiles fired from the country that controls the strait. That is not a supply chain. That is a dependency chain five layers deep terminating at a single geographic coordinate. Fertilizer. Qatar and Iran supply 20 percent of global urea exports. Urea hit $690 per tonne. American farmers are shifting from corn to soybeans because nitrogen fertilizer derived from natural gas is now unaffordable. Internet. Ninety-five percent of global data traffic travels through undersea cables buried one to two metres beneath the seabed in those same two straits per TeleGeography. FALCON. GBI. EIG. SEA-ME-WE 6. AAE-1. FLAG. The IRGC threatened to cut them on March 28. The financial data connecting every stock exchange on earth runs through the same water as the oil tankers. Money. Iran collected yuan tolls from vessels transiting Hormuz under IRGC escort per Lloyd’s List. The first non-dollar energy settlement imposed by force at a global chokepoint in the post-Bretton Woods era. Not replacing the dollar. Bifurcating it. Rockets. SpaceX uses 10,000 to 20,000 litres of helium per Falcon 9 launch. The Starship that carries the Starlink satellites that replace the undersea cables threatened by the same axis uses autogenous pressurization because Musk saw this dependency before the war proved it. SpaceX is filing the largest IPO in history this week at $1.5 to $1.75 trillion. Filing into a war that validates every thesis that built his company. Nuclear. Israel struck Ardakan, Iran’s only yellowcake plant, and Arak, its heavy water complex, on March 27. JSOC is planning contingency operations to seize 450 to 970 pounds of enriched uranium from underground tunnels per CBS and Axios. Three carrier strike groups, two Marine Expeditionary Units, and DEVGRU operators are staged for April 6. Oil. Gas. Helium. Chips. AI. Quantum. Fertilizer. Food. Cables. Settlement. Rockets. Satellites. Nuclear weapons. The largest IPO in history. The birth of a parallel monetary system. All of it through 65 kilometres of contested water. The market has priced an oil disruption. It has not priced a civilizational chokepoint. Full analysis: open.substack.com/pub/shanakaans…

@Gaurab 33% yeah right😂🤣

200 helium containers are stranded in the Persian Gulf right now. Each one holds 41,000 liters cooled to -269°C. The containers have no refrigeration. No compressor, no cooling loop. Insulation is all that stands between the cargo and ambient heat, and it buys 35 to 48 days. After that, the liquid boils, the pressure valve opens, and the helium vents to atmosphere. Re-liquefying it requires a specialized plant. Most ports do not have one. Qatar's North Field supplied 33% of the world's helium as a byproduct of cryogenic separation at its LNG plants. On March 2, Iran closed the Strait of Hormuz. Spot prices surged 70 to 100 percent. EUV lithography requires 99.9999% purity helium for wafer cooling and no current substitute exists. The fifth helium shortage since 2006 has just begun.

@GigaBasedDad Agree! In the mean time let’s hope AI will compensate for the bad demographics!

Europe will cease to exist soon. We need to bring back having HUGE families.

If the order book was full before the war, then there is no problem. Facilities will be running as we speak, and best of all, they will not have to go through the Strait of Hormuz! Especially as the economy slows down and demand falls, there will be 0 consequences apart from the initial spike due to people's stupidity.😉

Everyone is talking about the oil. Almost nobody is talking about the machines. When Iranian missiles hit Ras Laffan on March 18 and 19, they did not just knock out LNG production. They struck the most concentrated node of cryogenic industrial infrastructure on earth. And the reason QatarEnergy’s CEO told Reuters that repairs will take three to five years is not because the buildings are hard to rebuild. It is because the machines inside them are nearly impossible to replace. The core technology in every LNG train and helium extraction unit at Ras Laffan is the brazed aluminium plate-fin heat exchanger, known in the industry as a BAHX. These are not off-the-shelf components. They are custom-engineered cryogenic cores weighing up to 470 tonnes, standing 60 metres tall inside insulated cold boxes, manufactured by exactly five companies on earth: Chart Industries in the United States, Fives Cryo in France, Kobe Steel in Japan, Linde in Germany, and Sumitomo in Japan. That is the entire global supply per ALPEMA, the manufacturers’ own association. Current lead time for a full mega-scale air separation unit built around these exchangers: three to four years from contract to commissioning. Lead time for the BAHX cores alone: 12 to 18 months with order books already full before the war started. Here is why field repair is so difficult. Aluminium has no fatigue endurance limit. Every thermal cycle accumulates irreversible damage. The brazed joints crack under thermal stress, and ALPEMA’s Integrity Operating Windows cap temperature changes at below 1 degree Celsius per minute during normal cycling and below 5 degrees per minute even during startup events. When a joint cracks, the only field repair is layer blocking: welding shut the distributor openings of the damaged layer while leaving adjacent layers open. Chart Industries, the primary manufacturer, recommends a maximum of two blocks before the entire core must be replaced. Each block reduces heat transfer efficiency. Each block increases stress on remaining layers, accelerating the fatigue cycle. Shell confirmed on March 20 that Pearl GTL Train 2 will take approximately one year to repair. The LNG trains S4 and S6, with 12.8 million tonnes per annum combined capacity, will take three to five years per QatarEnergy. The difference in timelines reflects damage extent, not repair difficulty. Both face the same physics. And both face the same logistics problem. Every replacement module, every specialist welder with an ASME R-stamp authorization, every 470-tonne cold box shipment must transit the Strait of Hormuz. The same strait where 90 percent of the world’s ocean-going tonnage has lost war risk insurance coverage. The same strait where the IRGC operates a selective vetting corridor with at least two confirmed yuan-settled payments per Lloyd’s List. The same strait where premiums have surged from 0.125 percent to 7.5 percent of hull value. The machines cannot be repaired without parts that cannot be shipped through a strait that cannot be insured. This is the machine layer that connects the helium shortage to the semiconductor shortage to the AI compute shortage. Qatar produces one-third of the world’s helium as a byproduct of LNG processing through these exact machines. Helium spot prices have doubled. Samsung and SK Hynix hold six months of inventory. There is no substitute in cryogenic semiconductor applications per the USGS. The market priced the oil shock. It has not priced the machine shock. The timeline is measured in years, not weeks. open.substack.com/pub/shanakaans…

@DukeD_Defi Agree! Execution is key! It always was… Many intelligent people have analysis paralysis! I know many. Action beats intelligence every day of the week!😎💪

sounds like ez money...and that’s actually true. I’m convinced this isn’t just a money-making case, but a signal of how the market structure is starting to change. A bot turning ~$300 into $2.38M sounds unrealistic, but the mechanism behind it is actually very simple: better execution. Not better prediction ,just faster data reading, faster execution, and no emotional mistakes. -> The biggest edge right now is no longer insight, but execution. I used to think alpha came from information and narrative.But now I see it differently alpha is shifting to the execution layer. This case exploited something very basic: @Polymarket lagging a few seconds behind @binance -> within that window, the outcome was almost already revealed. If an edge like this can be packaged and replicated with AI, then alpha is clearly becoming commoditized. -> The advantage no longer comes from what you know, but from how well you execute. What’s even more interesting is that the people building bots, infrastructure, and automation are the ones capturing most of the value. -> This is where I think attention should shift: execution layer, agentic finance, and automated trading/capital allocation systems. Keep an eye on projects building Agent,bot, infrastructure, and automation ,because that’s where I believe real advantages are being created..,

@1MarkMoss 😁👍

@LukeMorganMWP thank you, love the image

Gold vs. Bitcoin x.com/i/broadcasts/1…

Stupidest statement ever. In order to prevent the enemy to destroy it, we will put mines and traps and will be able to destroy it first if needed. Also the map of mines positions will be uploaded on google drive… like every single piece of information the enemy was able to check😅

🚨 BREAKING: 🇮🇷🇺🇸 Iran is rapidly building up defenses on Kharg Island. They're laying mines, traps, and moving in more air defenses and troops, in case the U.S. tries a ground invasion to seize the island. Kharg handles 90% of Iran’s oil exports, so Trump has been weighing using American troops to take it as leverage. This would be extremely risky... and bloody. Source: CNN

@coinbureau Who need oil to be above $90? - China - Iran - US ally UAE that needs oil above $90 to be able to recycle into US bonds Hmm🤔

🔥IRAN: YOU ARE NEGOTIATING WITH YOURSELVES Iran spokesperson says “You are negotiating with yourselves,” adding, “Do not call your defeat an agreement.” Spokesperson Khatem Al Anbia also warned the U.S. “will not see the former price of energy and oil” in the region.

@steve_hanke They were receiving oil for $17 before! We should demand compensation from them for dumping prices of goods and destroying our manufacturing!

Gas prices in China jumped 20% since the war in Iran began. This is big. It affects 300 million drivers. CHAIRMAN XI SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU.

@steve_hanke Yes, I hear a lot of talk all over the world as well as in china that remimbi is in high demand! I mean just look at the price of gold in remimbi terms in China, it screams people want remimbi as a world Reserve currency!

The U.S. is accumulating enemies faster than you can shake a stick. Chinese President Xi SEES AN OPENING. Xi has made a new push the renminbi to be a global reserve currency.

@steve_hanke This is good for US manufacturing isn’t it? All according to plan😉

Because of the US-Israeli war on Iran, Switzerland has suspended military exports to the United States. TRUMP = A MASTERCLASS IN CREATING ENEMIES.

@listwithjeremy @TheGreekGod11 @CattenPaul Unfortunately yes… the top signals were everywhere! Now imagine a good news coming from the middle east… no one is prepared!😅

Owen Benjamin blocked me and I think @LukeMorganMWP when Luke called him out on his incorrect statements regarding silver and precious metals Anyone with a following was shilling precious metals, it was a joke and insincere. I wrote back in late January that precious metals could be topping sooner than I think depending on how quickly the Iran thing is resolved. And here we are, they may still drag this conflict out a bit longer but in reality it’s done and so is the illusion that metals will return as the preferred reserve currency backing. Retail is always late, it’s the one measuring tool that we can always trust

Where‘s all the metalfags at? You retards flooded my timeline just 2 months ago, grave dancing on crypto and telling everyone to buy the top of your shiny rocks. Now you‘re rekt.

@MartusKl @GigaBasedDad Haha thats a good one!🤣

CHUCK NORRIS MEGA THREAD Let's celebrate the GOAT with Chuck Norris MEMES and Chuck Norris JOKES Go!

@Codan33 @MarioNawfal Knowing the place, spices, cigarettes or white gold😂

@LukeMorganMWP @MarioNawfal What do you think "barter", entails?

🚨🇮🇷 Iran has officially monetized the Strait of Hormuz. $2 million per voyage. Accepted in cash, crypto, or barter. 3,200 ships and 40,000 sailors are waiting on the other side of that price tag. Source: Al Jazeera

@hu7046571761929 @MarioNawfal Sold the extra house… kidney I still need… but not for BTC, crypto is the next play😁😉🚀🚀🚀🚀

@LukeMorganMWP @MarioNawfal Yes, do what Saylor said and sell your house and kidney.