Sabitlenmiş Tweet
‼️San Francisco is worth fighting for‼️
American Patriot 🇺🇸@jackhutton
Violinist framed by the golden gate at sunset #sanFrancisco
English
PeterSullivanish
25K posts
@summa_rudis @KobeissiLetter Then it’s the same for everyone.
I am paying more already in San Francisco too.
If everyone hurts for about the same — maybe except for the Russians and the Canadians who actually are exporting more for higher prices now — who else wins?
English
@KobeissiLetter But they'll pay more. No more back door deals with Iran. China will feel the pain.
English
China is well positioned to withstand the impact of the US blockade of the Strait of Hormuz:
Before the war, China purchased ~14% of its oil from Saudi Arabia, 11% from Iran, and 29% from the rest of the Middle East.
Russia supplied another 20%, with the remaining 26% coming from the rest of the world.
Despite the war, Iranian oil has continued flowing to China, making the country the least affected Asian nation.
However, China has still lost at least 20% of its total oil imports despite Saudi Arabia and the UAE rerouting crude through alternative export channels.
China has also built the world's largest strategic petroleum reserve over the last decade, with more than 1 billion barrels of crude stockpiled.
As a result, even a 2-month loss of Iranian supply would only deplete China's emergency reserves by ~10%.
China has been preparing for this situation for years.
English
@teortaxesTex This is a very fast and very noisy clanker.
Unitree@UnitreeRobotics
10m/s!! Unitree Breaks the World Record Again😊 With the physique of an ordinary person, running at a world champion’s speed! Leg length: 0.4+0.4=0.8m, body weight: approx. 62kg! H1: “Give me one more chance, give the world one more honor!”
English
… yeah it was H1. In 25 months, they've accelerated it by 3x without appreciable hardware changes. I bet this isn't the ceiling. Robots that we have now are already superhuman. The only limit is software.
Unitree@UnitreeRobotics
Unitree competes in Beijing Humanoid Robot Marathon on the 19th🎉 Due to time and resource constraints, Unitree will officially enter the race with only the H1 model. Multiple independent teams will also participate using self-developed systems based on Unitree products.
English
@FinanceLancelot @richimedhurst Too complicated. They could just print $20 trillion paper and buy all the bonds back - and the damage to the reputation of the dollar system out be less.
English
Correct again @richimedhurst. The goal here is starve China of oil and Dollars, while destroying their Belt & Road initiative.
China has 4 months of oil reserves + Russian pipelines, so this Iran blockade could last 6 months or longer if China doesn't make a deal.
This oil shortage will damage many countries outside of China that hold U.S. treasuries, and that's the plan.
I believe the ultimate goal here is to starve every nation of oil and Dollars so that they're desperately willing to sell their U.S. treasuries back to the U.S. below face value, in exchange for oil or Dollars.
This allows the U.S. to take their debt out of circulation (at a discount), and eliminate interest payments on the debt that is no longer sustainable.
Thus a Great Reset of debt.
Financelot@FinanceLancelot
THE NIGHTMARE SCENARIO NOBODY IS TALKING ABOUT AN OIL + DOLLAR SHORTAGE The nightmare scenario nobody is talking about right now is what happens if the Dollar skyrockets at the same time as oil. Since the world's oil supply is purchased in Dollars, they are typically inversely correlated. A lower Dollar = increased international demand for oil. The only time we've seen a brief period of oil 🔼 Dollar 🔼 was in 2022, during the economic slowdown. The nightmare scenario we're facing is a global oil supply shortage at the same time as an economic crisis. Both of these compound the demand for Dollars because not only are nations forced to liquidate greater assets to purchase oil, but servicing sovereign debt becomes much more expensive because it's denominated in Dollars. This energy crisis could very well be the beginning of Brent Johnson's @SantiagoAuFund Dollar Milkshake Theory and the United States' plan to take a large portion of its debt out of circulation.
English
GIF
Deutsch
U.S. Treasury Secretary Scott Bessent:
A Chinese EV is a coal-powered vehicle.
English
PeterSullivanish retweetledi
@teortaxesTex May I introduce you to Nick Lands thesis on the terminal sickness of the system?
keithanyan.github.io/TheDarkEnlight…
English
I hope Americans eventually figure out that «I stand with Israel» types are as dumb and illiterate as the septum piercing BLM gang, and have enjoyed similar benefits of DEI. The US is, generally, largely a contest between DEI pipelines – woke, Zionist and smaller ones.
Bloomberg Opinion@opinion
The US is hoping its blockade will cause oil-hungry China to pressure Iran to come to the negotiation table, but China has reserves of more than a billion barrels bloomberg.com/opinion/newsle…
English
@ochirdar @Civixplorer Well good. I hope they can find their ethnic spine back in a generation, without disparaging their neighbors in the future.
English
@SpaceGrenadier @Civixplorer Just in case you didn't know, Mongolia has started using Mongolian traditional alphabet as co-official script since 2025
English
Interesting fact:
There are more Mongolians in Chinese Inner Mongolia than in Mongolia itself.
English
@IanMalcolm84 @KimDotcom So, uh…. What you are really saying is that it’s NEVER gonna happen and we are all Fked then.😬
GIF
English
@KimDotcom Honestly discuss, condemn, distance himself, reject, and help remove jewish supremacy
GIF
English
🚨 🇮🇹 Meloni: “Trump’s remarks toward the Holy Father are unacceptable.”
🇺🇸 Trump: “She is the one who is unacceptable. She doesn’t care if Iran acquires nuclear weapons and blows up Italy in two minutes.”
🇮🇹 Meloni: “As far as I know, nine nations possess nuclear weapons, and only one has ever used them. That nation is the United States. Mr. Trump must tone it down. No one throws around nuclear threats like Washington, and he should watch his words.”
English
@StealthQE4 This is actually pretty smart for the Trump administration - they can let some through and avoid the really nasty confrontations and still retain credibility…
Didn’t think they had it in them to play this game… 🤔👍
English
I’m so confused.
The WSJ reports 20 ships got through the Strait now Reuters is reporting zero got past the blockade and 6 were turned back.
The media needs to get their sh*t together and report things accurately.
This is getting ridiculous
English
@SpaceGrenadier then leave it alone so there is nothing to attract these druggies or dealers.
English
Is this what you want San Francisco?
Kim Chi@KimChiSpicey
We’re transforming the Presidio into a neo-Tokyo Freedom City! Trump just fired the board of the Presidio Trust. And Stephen Sherrill and GrowSF haven’t said one word about it. Maybe they’re busy making a referral list of new board appointees for Trump.
English
@k312inside Same difference. lands end is also federal land. The feds don’t give a fck either. None of them do.
English
@unusual_whales Bessent: we blockade Chyna from buying oil. Much success. Chyna economy destroyed! muhahahaha!
Also Bessent: Why the fck are they “hoarding” oil now? And why did they stop selling oil products?
GIF
English
US Treasury Secretary Scott Bessent said China had been an unreliable global partner during the Middle East war by hoarding oil supplies and limiting exports of some goods, mirroring its actions with medical goods during the COVID-19 pandemic, per Reuters
English
@k312inside Have you seen them being tough of the junkies in Landsend right now? I haven’t. They live right in the cliffs.
The only reason they haven’t flooded the place is because there is no drug dealers there to sell them drugs and no stores they can steal from.
English
@SpaceGrenadier i thought federal land is fed law, they lock them up for life ??
English
@k312inside Without policy changes. They will pave it over, dump a thousand junkies and drug dealers there and turn it into exactly the same mess as every other high-density area in SF.
Exactly the same value-destroying zombie wasteland that won’t even allow a CVS to survive.
English
@SpaceGrenadier No crime, no drugs,no illegal immigrants there bc is federal land.. That's attractive
English
English
@Tulgaarara @SpaceGrenadier @Civixplorer But you don't even have authentic Mongolian textbook except Cyrillic textbook.And btw you can just come and visit the elementary schools in Inner Mongolia to see with your own eyes if you don't believe it.
English
@teortaxesTex I wonder what will happen to the Russian economy if oil goes up to $150-200 a barrel and stay there for months or maybe even, god forbid, years? Russia being now the main net exporter left.
English
it's likely that "we won't have a recession" is wishful thinking by this point, oil bulls are more correct about the illusory nature of paper oil prices than they have been ever before in history, and this is the last few weeks of the Gilded Age, before everything's priced in.
Anton Likhodedov@ALikhodedov
Man, unlike in 2022, when there were no real production losses you are losing 13-15mb+ of production and 10mb+ of inventory *every day*. E.g. since ceasefire has been announced we have lost 110mb of production. And btw in 2022 paper still traded as high as $130. Disruption like today has never never happened - nothing even close. I am seriously starting to think I am going crazy - it is an obvious point and yet many just completely ignore it. It is ok to be long risk (e.g. I still have semis, some tech, nuclear) or think that the markets will avoid recession. But to think that there won't be problems (beyond higher, but manageable energy prices) you need everything to get to normal pretty quickly and have a fairly smooth ramp up. And not mentioning the ticking time bomb of drawing inventory is bizzare.
English