Tomas Pacalt

The US is making over $300M more per day on oil sales than before the Iran War. The Iran war was costing the US around $1B per day, but that number is likely way less now during the cease fire. If these oil flows hold and the war scales down, the US likely profits from the Iran war.

@Hundert1000 Try to use BTCs green dildos as your therapy

They’ve been doing it every day now and I’m crashing out

This is big... Anthropic just announced a model so powerful they won't release it to the public out of fear over the damage it will cause 😨 Claude Mythos Preview found thousands of zero-day exploits in every major operating system and web browser... The numbers are hard to believe: > $50 to find a 27-year-old bug in OpenBSD, one of the most security-hardened operating systems ever built > Under $1,000 to find AND build a fully working remote code execution exploit on FreeBSD that grants unauthenticated root access from anywhere on the internet > Under $2,000 to chain together multiple Linux kernel vulnerabilities into a complete privilege escalation exploit For context: these are the kinds of findings that previously required elite security researchers working for weeks. Anthropic engineers with no formal security training asked Mythos to find exploits overnight. They woke up to working code the next morning. The results were so impressive Anthropic assembled Apple, Google, Microsoft, Amazon, NVIDIA, and seven other organizations into Project Glasswing: A $100M defensive coalition. They're not releasing this model publicly. Instead, they're racing to patch the world's infrastructure before models like this proliferate.

@TheCryptoNexus Crypto degens are new tradfi oracle

pretty impressive how oil basically just gaps to where HL has been trading on open now

Babišova tour na podporu středoevropských autoritářů Ve chvíli, kdy v Maďarsku a na Slovensku útočí nejtvrději na občanskou společnost a kulturu, se český premiér rozhodl postavit po jejich boku Erik Tabery respekt.cz/komentare/babi…

@cryptorand He is fuckin rat

At 39 CZ had less than a million dollars. At 40 he started Binance. At 48 he's the 17th richest human alive. What's your excuse for giving up at 25?

The Fed's worst nightmare is materializing in front of our eyes. What is often overlooked is that the Fed primarily controls demand-side inflation, not supply-side inflation. In other words, it can influence how much people borrow and spend, but it cannot directly increase supply, like producing more oil. This means that in the case of a supply-shock, as we are seeing now with energy prices, the Fed often has to overcompensate on the demand-side to contain inflation, and vice-versa. During the pandemic in 2020, this meant effectively cutting interest rates to zero, as lockdowns triggered a sharp collapse in demand alongside widespread supply disruptions. With oil and gas prices skyrocketing, our models suggest US CPI inflation is set to rise toward 3.5%, or 150 basis points above the Fed's long-run target. In a vacuum chamber, this means the Fed should tighten policy and theoretically hike rates. However, the issue becomes the fact that the US labor market is objectively at its weakest point in years, and it has not improved despite recent Fed easing. Therefore, if the Fed hikes interest rates now, the US is positioning itself for a full-blown labor market crisis. On the flip side, if the Fed does not tighten its policy stance, US CPI inflation could potentially even exceed 4.0%, depending on how long the Iran War persists, and how long the post-war recovery takes. In a sudden turn of events, the Fed is now forced to pick between 3.5%+ inflation or 5.0%+ unemployment. The Fed is in a very bad spot.

Markets are on suspended disbelief despite the "IRL Situation" getting worse. Australia has no more fuel, Philippines peso is crashing, Vietnam urging people to WFH to save fuel, South Korea entered emergency mode Covid took 3 months to hit reality

Why I think @HighStakesCap is selling: The $HYPE unlock schedule is a mess, and nobody's talking about it. What we know: • 23.8% (238M tokens) allocated to "core contributors" • vesting is "not linear" per the team • full schedule was never published • unlocks happen on the 6th of each month "if any" 👀 What actually happened: • nov 29: 1.75M • jan 6: 1.2M • feb 6: 140K (90% cut, no announcement) • mar 6: 140K Tracking sites show 9.9M/month because that's 238M ÷ 24. pure extrapolation. The team confirmed that vesting isn't linear, and the real numbers prove it. If there's an unlock, we should know about it in ~6/7days. What looks like a vesting schedule is just the team voluntarily staking their tokens (?) There's no smart contract forcing anything, they can unstake whatever they want with 7 days notice. I don't want it to sound like an attack. It's more of an observation that, in reality, all the tokens are unlocked but staked.

The hardest part of trading isn’t knowing when to do nothing - it’s stopping yourself from convincing yourself you should. In a trade or out of one, the urge to do something is relentless.

@Hundert1000 How crazy

Just slept 12h second day in the row Gm

@zerokn0wledge_ Zero is not true. Improve your sauces

Central banks bought 863 tonnes of gold in 2025. Third straight year of aggressive sovereign accumulation. Number of central banks that bought Bitcoin: zero. This happened during the most favorable macro backdrop imaginable for the "digital gold" thesis. Fiscal expansion, dollar weakness, persistent inflation, rate cut expectations building all year. Gold rallied 25% from Bitcoin's peak to its own ATH at $5,595. Bitcoin got cut in half. The question everyone keeps asking ("is Bitcoin digital gold?") assumes a static identity for an asset that has shifted its behavioral profile multiple times across regimes. The better question: what risk factors actually dominate Bitcoin's returns right now? @0xavarek's piece in @machinesmoneya1 lays out the framework. Three structural drivers, three competing interpretive models, and a clear set of signals that will resolve the debate. Seriously worth the read.

Central Banks are choosing gold over us debt for the first time in 30 years. Are you worried yet?

@cryptorand Thankfully

Middle East nuclear arsenal breakdown: 🇧🇭 Bahrain: 0 🇨🇾 Cyprus: 0 🇪🇬 Egypt: 0 🇮🇷 Iran: 0 🇮🇶 Iraq: 0 🇮🇱 Israel: 90 🇯🇴 Jordan: 0 🇰🇼 Kuwait: 0 🇱🇧 Lebanon: 0 🇴🇲 Oman: 0 🇵🇸 Palestine: 0 🇶🇦 Qatar: 0 🇸🇦 Saudi Arabia: 0 🇸🇾 Syria: 0 🇸🇩 Sudan: 0 🇹🇷 Türkiye: 0 🇦🇪 UAE: 0 🇾🇪 Yemen: 0

@Hundert1000 Yeah that was my concern from the very beginning and now I see it’s being confirmed

Almost 10% of position value paid in funding within around... 3 weeks? Unfortunately a lot of those longer-tail HIP3 markets are untradable right now

@duldul @van00sa @shawmakesmagic 😂😂😂

@van00sa @shawmakesmagic $10b volume ain’t that much. I know degens who do $1b in a week manually.

Jane Street made $10 billion in trading revenue in a single quarter. For scale reference- thats more than Goldman, JP Morgan, Citi, or Bank of America managed in the same period They got banned from India’s stock market last year for manipulating a national index. They seized $570 million and called them “not a good faith actor that deserves to be trusted” Today they’re being sued for insider trading that helped trigger the $40b Terra collapse. And because they’re classified as a trading firm and not a hedge fund, they’re exempt from the disclosure rules that would force them to show you how they actually make their money. This is also the firm that handles BlackRock’s bitcoin ETF, btw

Bitcoin is in a "not digital gold" period.

@Hundert1000 Firstly you have to help him acquire Greenland

What about our coins mr president, can you double them as well?

I want you to understand something really important. I've been trading since I was 16 and studying the markets since I was 13. Today I'm 37. And if I've learned anything in all this time, it's that it's not how much you win that makes the difference... it's how much you manage not to lose. Because winning is easy. Sooner or later, everyone gets a good trade. Even by chance. Even without really knowing what they're doing. The problem is that there always comes a time when the market catches you off guard. And that's when you see who's a trader... and who's not. It's not the person who makes +300% once who makes the difference. The difference is made by those who manage to stay on their feet after mistakes, after bad phases, after periods when nothing seems to work. Because when you lose badly, you don't just lose money. You lose your peace of mind. You lose your clarity. You lose your self-confidence. And often you also lose the desire to continue. And then you realise that the real job is not 'making money'. The real job is protecting what you have, so that you can still be there tomorrow, in a month, in a year. Profit comes if you stay in the game. If you leave the game, it's over. Even if you were winning before. That's why I always think this way: I never start from how much I can earn, I always start from how much I can afford to lose without hurting myself. Because the market always tests you. And it doesn't ask you if you're good when everything is going well... it asks you when things are going badly. And there, if you're still standing, you have

It's not that I'm a bad trader, it's the central bank that doesn't allow the market to pump.