Menthor Q

This chart is wild

@sickofgrindr Hope not!

@MenthorQpro The Great Depression 2.0, bigger and longer

@AlexOnChain_888 @APompliano In a high yield environment btc will struggle too

@APompliano @MenthorQpro This chart just guaranteed the Fed is trapped. 🚨 A generational energy shock means generational fiat debasement is next. $BTC is the only lifeboat left. 🛶🪙

“Siri, show me how unprecedented the oil price spike is…” (H/t @MenthorQpro)

@ESB36121 This is a complex one. When you lose 15m bbls a day replacing is not easy. Oil is there just not getting to demand

@MenthorQpro Supply can be manipulated and even increased during strategic times. During COVID demand could not have been manipulated or increased until the pandemic was controlled.

"This is the opposite of Covid. Get long, buckle your seatbelt and hang on for the ride." If there is anyone you want to listen to in oil right now that is Jeff.

@ToufikTt3746300 This is a bit different than an usual cycle

@MenthorQpro In oil strong narratives often mark the late stage not the beginning.

1/ There’s a shift happening beneath the surface of this pullback. $SPX has started to roll over… and at the same time, systematic positioning is coming down with it. That combo matters 🧵👇

@Steven_2376 Anytime

@MenthorQpro Got it，Thanks！

1/ $NVDA options flow over the last ~10 trading days is quietly telling a story. Calls are outpacing puts… but not aggressively. A slow, steady bullish lean is building. 🧵👇

@Steven_2376 This is the total. In a few months we will have the break down. Thanks

@MenthorQpro Hi, are CALL OI and PUT OI the total open interest across all expiration dates? Are they separated into ATM, OTM, and ITM?

@drmagwai @APompliano That is the real question. The longer it is closer the longer the pain. Equities will have to catch up when yield stay higher for longer

@APompliano @MenthorQpro For how long is the main question. It looks like a few months minimum at the moment.

@MoMoMacro @APompliano Lol love it

@MenthorQpro @APompliano I assumed that Q dog

@MoMoMacro @APompliano Ps that should have read calendar spreads

@MenthorQpro @APompliano Sure can pal

@AIbizgrowth @APompliano Well the Straight of Hormuz is closed that’s what that chart is saying

@APompliano @MenthorQpro wow that jump really stands out, feels like everything’s shifting right now

@MoMoMacro @APompliano Yes, but you can trade backwardation with call spreads

@MenthorQpro @APompliano Backwardation this steep means physical barrels are getting pulled forward faster than anyone can replace them. Not a trade — a structural deficit that eventually forces central banks to monetize the energy shock. Watch the balance sheet, not the barrel count.

@Kazba22 @APompliano Crazy right

@APompliano @MenthorQpro iran war is doing what no fed pivot could :D

Watch out for the Red box.

@DrCrypticX @APompliano So true lol

@APompliano @MenthorQpro This is like my tenth 100 year event in 10 years 😪

@thebullishdiv @APompliano 15m bbls a day loss

@APompliano @MenthorQpro 🫠🫠

@szakalfx Thanks

@MenthorQpro interesting tool, thank you

Oil shock intensifies. Brent surged above $115 (+7%) after strikes on major energy facilities in Qatar and Iran, while gas prices spiked sharply. The conflict is now hitting core supply and traders warn the market may still be underpricing the risk of further escalation.