Christina

This is a Paul Birch respecter account: orionsarm.com/fm_store/Hones…

@Q22635587 @hradzka It works.

@hradzka Man, could this be the first time twitter actually helps with sleep.

Best tip I’ve found for getting back to sleep when you wake up in the middle of the night is something I saw on Japanese twitter: close your eyes and look left and right repeatedly, faking REM; your brain will go “oh yeah right we’re supposed to be asleep when we’re doing that”

Ukrainian attack drones successfully hit a major Russian oil storage facility in the hills above Novorossiysk tonight, setting it ablaze. A massive fire has been reported at the Grushovaya oil terminal by locals, and can be seen consuming the facility via NASA's FIRMS.

@powderharvester @ThinkAppraiser Insane. The one on Ocean is definitely not a tear down.

@PureReactionary @ThinkAppraiser That one is likely not a tear down and comes to $4681 PSF. The one in laguna is a studio and nearly 10x psf at $43,518 PSF. I have never seen anything like it before

Just left a $3 million property in Newport Beach and I’m chatting with the listing agent and she casually mentioned that of the 30 or so people that viewed the property 15 wanted to keep it as is and 15 wanted to know the exact lot size and the zoning because they were just going to scrape it and build something else That is the level of wealth down here. People are $3 million house shopping just to knock it down and build a $5 million house so it’s worth 10+ million. The levels of wealth in Orange County especially Newport Beach is mind blowing Eventually, I should get used to this level of wealth, but I still find it hard to understand the levels down here 🤯

@kdan1186 @ThinkAppraiser I think I know the one. I love that house. So sad, though.

@ThinkAppraiser Then 3mm is well worth it!

@powderharvester @ThinkAppraiser Have you seen the $21M in CDM on Ocean??

@ThinkAppraiser You've seen the $18m one in laguna right? 100% chance it is a teardown

@Mikethejohnson @BowTiedLobster @BowTiedCrow Forgive me, but you are all wrong. This has been planned for at least a decade (arguably longer) and transcends administrations.

@BowTiedLobster @BowTiedCrow So he's just a ceremonial figurehead?

Thanks to my friend @BowTiedLobster I feel I have finally solidified my view on how the situation with Iran resolves and what Trump’s objectives are. Trump doesn’t want the Straight open. He also wants global SPR’s to drain with oil around $100 ish dollars +-5-10%. He wants to maintain this pricing for as long as he can because it’s the price where US oil companies producing oil in North America are most profitable. This is also the price where demand destruction DOESNT kick in. Demand destruction would send oil down. This is bad for his thesis. He wants the SPR’s drained and wants oil in a specific price. Too high of price and US companies struggle, too low and it’s not profitable. Drain the global SPR’s and maintain price. This is why we’re seeing constant fake news reporting on an imminent peace deal during market opens and back tracking during close. It works. Of course it’s not true but it achieves the objectives of maintaining price where he wants it. The ultimate goal is for Europe and Asia to suffer. There is a time clock on SPR’s. They will go to zero. Demand destruction will kick in sending oil way down. It’s a physical inevitability at this point even if peace was made today. However if he opened up the Straight today he would lose the leverage he currently has through leveraging fake news and jawboning. Oil prices become something he can no longer control on the upside. So what’s going to happen? We’re going to run out of SPR oil. Oil reprices violently and Europe and Asia foot the bill big time. Trump secured new contracts with them with the US on strong footing since we can deliver the oil. Brent WTI spread widens. US prints cash. But it will be painful. Demand destruction causing violent repricing back down. Global energy market turmoil. Turmoil is good for business. These are his goals. Im not sure if itll work but this is the plan. Im convinced. It will be painful for the US but much more painful for the world, which is the point. Real peace with Iran will be made after demand destruction occurs and Europe and Asia have finished their groveling. Aug-September is my guess but who knows. I’m bullish green energy. Fuck oil. But that’s unrelated to this. Good luck.

@LibertyJen We got McD's with the grandparents (Silent Gen) who thought my mom was cruel for depriving us.

My parents were boomers. I am GenX. As a kid I can remember getting McDonalds maybe 6 times in my childhood. We never got Happy Meals (too expensive.) We had to share a French fry order. And we could only order 1 hamburger each— my mom brought the American cheese from home and two cans of soda from home. That’s how tight money was in our house. We couldn’t order a cheeseburger with the melted cheese on it from McDonalds. This was my reality for a working-class blue-collar two-income family in the 80’s.

Still think we're wrong?

If software is going to transact, costs have to disappear. @jerallaire on why nanopayments matter and what becomes possible when moving money costs almost nothing.

Why do you think we want to re-open Hormuz?

@yieldsearcher I'm increasingly drawn to Buffett's pov.

Fuck it. I am raising cash.

Hundreds of Ukrainian attack drones are once again trundling towards Russian targets tonight. Ukraine has carried out a major drone raid every night this week, putting major pressure on Russian air defenses and hitting critical Russian oil and gas installations.

Russia is selling its gold reserves at a rapid pace: The Bank of Russia's gold holdings dropped -900,000 ounces in the first 4 months of 2026, to 73.9 million ounces, the lowest since February 2022. Gold prices averaged ~$4,800 per ounce over the same period. Therefore, if Russia sold gold at the market price, the sales are estimated to have generated ~$4.3 billion in proceeds. Russia's central bank began reducing its gold reserves last year after the Finance Ministry liquidated gold and foreign currency assets from the National Wellbeing Fund to offset budget deficits driven by declining energy revenues. Before the pandemic, the Bank of Russia used to be one of the world’s largest official gold buyers, taking in nearly all domestically mined output until it halted purchases in early 2020. Russia is increasingly selling gold to raise cash.

Trolley problem, California high speed rail edition

@xoskilav Georgians are joiners

doesn't matter if you are 🇧🇾 the descendants of yeti 🇲🇩 broke ass niggas 🇷🇺 alcoholic 🇺🇦 prostitute 🇦🇲 hairy dwarf 🇦🇿 gay 🇬🇪 delusional pickme 🇰🇿 can't be trusted around horses 🇰🇬 asian-er kazakhs 🇹🇯 persians without makeup 🇹🇲 sweet home alabama 🇺🇿 mongols from temu we are all post soviet trash 🫶🏻

@xoskilav "delusional pick-me"! I'm dying over here. 🤣

A large scale drone raid continues on Novorossiysk, Russia - Multiple drones shot down - Port area fire - New systems added to the air defense positions

@BowTiedLobster @killerpainda I think there's something else underlying this but I am not quite sure exactly what it is. Then again, I've been waiting for this since his first term.

@PureReactionary @killerpainda He is moving so fast (which he has to as the bureaucracy is controlled by his enemies)

Yes. There have also been a lot of mysterious tanker and infrastructure explosions outside the Middle East around the world. That’s a more conspiratorial linkage to draw, but the part where Ukraine started drone bombing Russia’s oil infrastructure more is definitely happening.

That's what happens when the cheap gas gets cut off.

Trump pivoted from hosting “The Apprentice” to President of the United States at age 70.