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TFTC
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TFTC
@TFTC21
Truth for the Commoner. A media company focused on #Bitcoin, freedom, and truth in the digital age.
Where the freaks dwell Katılım Ekim 2017
1.6K Takip Edilen100.9K Takipçiler
QatarEnergy just released its damage assessment from the Ras Laffan missile strikes. The numbers are staggering.
17% of Qatar's LNG export capacity is offline. Two liquefaction trains destroyed. $20 billion per year in lost revenue. Repairs will take three to five years. Qatar has declared force majeure on long-term contracts with China, South Korea, Italy, and Belgium.
But the LNG headlines are burying the rest of the damage.
Condensate exports down 24%. LPG down 13%. Helium down 14%. Shell's Pearl GTL plant offline for at least a year. These are not minor product lines. Qatar supplies roughly a third of the world's helium. China imports 90% of its helium from Qatar. Semiconductor fabs and MRI machines just lost a critical input for years.
This is not a temporary disruption. This is a structural reorganization of global energy supply that will take the rest of the decade to resolve. Four countries just lost their LNG contracts. The secondary commodity losses ripple into fertilizers, petrochemicals, chip manufacturing, and healthcare.
The war everyone thought would stay contained just reshaped the global supply chain.
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AI chips are now controlled like weapons. And just like weapons, that creates a black market.
The DOJ just charged three people for smuggling $160M+ in Nvidia AI chips to China. The operation involved false documents, staged dummy servers to fool inspectors, and transshipment routes through Singapore and Malaysia to hide the final destination.
Here is the irony: President Trump recently approved Nvidia H200 chip sales to China directly after a call with President Xi. So the government decides who gets to sell chips to China. Everyone else goes to prison for doing the same thing.
When the government restricts access to technology this valuable, it does not stop demand. It moves the supply chain underground.
The same pattern plays out every time: drugs, weapons, encryption, and now GPUs.
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Elon Musk announces a major update to the 𝕏 AI recommendation algorithm is rolling out next week.
Elon Musk@elonmusk
Major update to the 𝕏 AI recommendation algorithm rolling out next week. This will be open sourced at the same time.
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Bitcoin's options market just hit its most defensive positioning since June 2021.
According to VanEck's latest ChainCheck report, the put/call open interest ratio averaged 0.77, its highest level in nearly five years. Put premiums relative to spot volume hit an all-time high of 4 basis points. The market has never been this hedged.
The last time defensiveness peaked like this was June 2021. Bitcoin was at $30K. Six months later it hit $69K.
On-chain data tells the same story. Transfer volume fell 31%. Daily fees dropped 27%. Long-term holders slowed distribution. Miners sold roughly all newly issued BTC. This is what capitulation looks like on a chart.
But here is what matters: realized volatility dropped from 80 to 50. Futures funding rates fell from 4.1% to 2.7%. Spot prices stabilized even as the 30-day average cratered. The leverage is washing out. The weak hands are leaving.
Every cycle, maximum fear precedes maximum opportunity. VanEck just put the data on paper.
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@MartyBent Faraday gear for people who take security seriously @goslnt.
Hardware wallets, phones, cards, all shielded from unwanted signals.
Code 'TFTC' for 15% off.
slnt.com/tftc
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While everyone's doom scrolling about wars, the CFTC just made history.
First time they've formally said self-custodial wallet developers don't need to register as brokers.
@martybent breaks down why this is massive for Bitcoin.
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Everyone is focused on oil prices. A new Morgan Stanley report shows the real supply chain threat nobody is talking about.
The Middle East controls 45% of global sulphur, the key input for fertilizer production. It also controls 22% of urea, ammonia, and diammonium phosphate, the nutrients that feed global crop yields. These supply chains are now under direct fire from active warfare.
This isn't the 2022 fertilizer crisis where sanctions slowly squeezed supply. This is missiles hitting infrastructure in real time. Nine critical commodities, from crude oil (34%) to helium (33%) to aluminum (24%), all running through a warzone.
The food price shock is coming.
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I thought the SEC said "Alongside TFTC"... ;). I was like whaaaaa?...
@TFTC21 @MartyBent
U.S. Securities and Exchange Commission@SECGov
🚨 TODAY: Alongside the @CFTC, we entered into an updated Memorandum of Understanding to guide future coordination between our two agencies. This MOU will support lawful innovation, uphold market integrity, and promote investor and customer protection. Link in the comments.
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Jensen Huang: "Open Claw basically put into the popular consciousness what an AI agent can do. That's the reason why it's so important from a cultural perspective."
"Open Claw is open but it formulates a type of computing model that is basically reinventing computing altogether. We have a personal AI computer for the very first time."
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