Arno retweetledi
Arno
3.6K posts
Arno
@WoBurdis
Slava Ukraine, Blockchain & RSCA
Bruxelles, Belgique Katılım Ekim 2015
833 Takip Edilen98 Takipçiler
@NCheron_bourse Dire ca tout en étant assis sur plus de 300 Millards en cash…
Français
"Si vous ne pouvez pas supporter une baisse de 50 % des marchés deux ou trois fois par siècle, vous n'êtes pas fait pour être actionnaire et vous méritez les rendements médiocres que vous obtiendrez."
Charlie Munger
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Arno retweetledi
Arno retweetledi
Un Dimanche 10h32. Les jambes en feu. Le cerveau qui dit arrête.
1h28'41. C'est fait.
Ya trois ans je savais même pas courir. Un kiné me l'a dit en face. Sans filtre. J'ai cru que c'était une blague.
C'était pas une blague.
Deux blessures. Deux mois sans courir cet hiver. Et une montre qui me disait que c'était mort avant même le départ.
J'ai quand même pris le départ.
J'ai raconté tout ça ce matin en podcast. Le vrai truc. Pas le chrono. Ce qui se passe dans ta tête entre le 13e et le 17e quand t'as plus rien dans les jambes et que tu cherches une raison de pas lâcher.
Et pourquoi on trouve toujours.
🎙️ open.spotify.com/episode/5yOWXX…
Xavier FENAUX@XFenaux
TP semi marathon Sub 1h30 ✅ Je vous raconte tout ça très vite (ce soir ou demain … là j’suis en PLS 😅) plus le chemin que le résultat qui n’est pas important. Entourage inspirant, Émotion de dingue, Leçons qui transforment, Partage qui n’a pas de prix Bon dimanche à tous ❤️
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Suite à la récente baisse des actions du secteur technologique, quelle société vous semble la plus attractive ?
Alphabet ?
Microsoft ?
Amazon ?
Palantir ?
Nvidia ?
Apple ?
Tesla ?
Meta ?
Autres ?
Donnez-moi votre avis en commentaire 👇
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Arno retweetledi
Ukrainian forces have once again successfully targeted Russian Baltic Sea major oil terminals Ust-Luga and Primorsk.
Many are calling this a turning point...
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🚨 The CEO of Shell just said Europe could run out of fuel next month
Here's the problem nobody wants to say clearly:
Europe spent 3 years replacing Russian gas with LNG tankers.
Those tankers come through the Gulf.
The Gulf is now a war zone.
📌 Hormuz near standstill... ships aren't moving
📌 Ras Laffan bombed Europe's main LNG source just got hit
📌 Saudi rerouting through Yanbu replacing less than half the lost volume
📌 Iraq closing fields another supplier quietly going dark
The plan worked perfectly until the route got blown up.
Wael Sawan isn't speculating.
He's looking at cargoes that aren't arriving and terminals that aren't operating.
💡 Subscribe to my newsletter for daily energy & geopolitics breakdowns, link in my bio
#Europe #Energy #LNG #Hormuz #Geopolitics #Commodities
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@shanaka86 @grok who is the main benificiary according to him ? Israel ? Russia ? Saudi Arabia ?
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BREAKING: Qatar’s Prime Minister stood at a podium today and delivered one sentence that will fracture Gulf alliance architecture for a generation: “Everyone knows who the main beneficiary of this war is.”
He did not name the country. He did not need to. The Arab diplomatic vocabulary has a grammar for this. When a Gulf leader says “everyone knows” without naming, the audience fills the blank. The X discourse filled it within minutes. The interpretation was dominant and immediate across Arabic-language accounts, with Gulf analysts and Arab media converging on the same reading.
Sheikh Mohammed bin Abdulrahman Al Thani, who also serves as Foreign Minister, called for an immediate halt. His full statement: “This war needs to stop immediately. The aggression needs to stop immediately. Because everyone knows who the main beneficiary of this war is, and dragging the whole region into this conflict is dangerous.” He described Iranian strikes on Qatar as a “dangerous miscalculation” and “betrayal.” He urged restraint from all sides.
Consider the position this man occupies. Qatar hosts Al Udeid Air Base, CENTCOM’s forward headquarters, the nerve centre of Operation Epic Fury. American bombers launched from Qatari soil. Iran retaliated against the LNG facility down the road. The same government that provided the runway for the war is now absorbing the economic consequences. QatarEnergy declared force majeure. Ras Laffan sustained extensive damage. Seventeen percent of Qatar’s 77 million tonne capacity is structurally impaired. CEO Saad al-Kaabi told Reuters repairs could take three to five years. Twenty billion dollars in annual revenue is offline.
The Prime Minister of a country that enabled the operation is publicly questioning who benefits from it while his national energy company faces half a decade of impaired production.
That is not ambiguity. That is a fracture.
The fracture runs through the entire Gulf alliance system. Saudi Arabia hosts Prince Sultan Air Base and absorbed Iranian missiles on Riyadh. The UAE hosts Al Dhafra and lost Shah and Habshan to zero. Bahrain hosts the Fifth Fleet and declared partial force majeure. Kuwait hosts Camp Arifjan and is watching two refineries burn. Every host provided the military infrastructure. Every host is absorbing economic retaliation. And the most outspoken just asked, on camera, whether the country benefiting from degrading Iran at zero direct cost is the same country whose allies are paying the full price.
The market implications are immediate. If Qatar’s political establishment is signalling frustration with the cost-benefit distribution of this war, the assumption that Gulf states will indefinitely absorb strikes while providing bases becomes fragile. A frustrated host is a conditional host. Conditional basing changes the calculus for every military planner who assumed Al Udeid was permanent.
The LNG implications are structural. A multi-year force majeure on contracts to Italy, Belgium, South Korea, and China is not a delivery delay. It is a repricing of the global gas map. JERA’s CEO said there is no spare bridge capacity. Asian spot LNG doubled to $24 to $25 per MMBtu. European TTF surged 68 to 85 percent. BASF and Yara are cutting fertiliser output. The facility that feeds them may not fully recover until 2029 or later.
The diplomatic signal and the infrastructure damage are now the same story. Qatar’s PM is not merely commenting on the war. He is repricing Qatar’s willingness to absorb its consequences. The country that houses the command centre and the country that exports 20 percent of the world’s LNG are the same country. And its leader just told the world, in one sentence, that the arrangement may no longer be worth the cost.
Full analysis:
open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡@shanaka86
BREAKING: The world thought Hormuz was an oil story. Then it became an LNG story. If the damage assessment holds, it becomes a civilisation-input story that lasts half a decade. There is a difference between a shipping shock and a capacity shock that the market has not yet priced. A shipping shock traps molecules. The oil exists, the gas exists, the tankers are anchored, and when the strait reopens the molecules flow again. A capacity shock destroys molecules. The liquefaction trains that convert gas into LNG are physically damaged. The molecules cannot be produced even if every ship in the world is available to carry them. QatarEnergy’s CEO Saad al-Kaabi told Reuters that damage to Ras Laffan is severe. Repairs to impaired liquefaction capacity could take three to five years. Force majeure was declared on March 4 and has since escalated as the damage assessment worsened through March 18 and 19. Long-term contract buyers including Italy, Belgium, South Korea, and China face multi-year delivery disruptions. Shell declared force majeure on cargoes it resells from QatarEnergy. The market must now confront a possibility it has refused to model: that roughly 17 percent of Qatar’s 77 million tonne per annum capacity is not delayed but structurally impaired. JERA’s CEO stated that the global LNG market does not have the spare capacity to bridge the gap if Hormuz-linked supply is meaningfully lost. That single sentence reprices everything. If the replacement molecules do not exist in sufficient volume, the adjustment mechanism is not alternative supply. It is fuel switching, demand destruction, and rationing by balance-sheet strength. Rich buyers can pay more. Poor buyers cannot. The poor buyers are already breaking. Vietnam’s diesel is up 40 to 59 percent. Australia’s petrol is up 70 cents per litre. Sri Lanka is rationing fuel with QR codes at 15 litres per car per week, a four-day workweek, and Wednesday school closures. India raised LPG prices while importing 85 percent of its crude through a strait that is 90 percent shut. Gulf air cargo collapsed 79 percent. Jet fuel surged 58 percent. IndiGo and Akasa imposed surcharges. Vietnam Airlines warned of shortages from April. Ninety-five countries have reported petrol price increases since February 28. Ras Laffan is not just LNG. It is helium, urea, methanol, polyethylene, and sulfur. The downstream cascade from a multi-year Qatari impairment runs through semiconductor fabrication, pharmaceutical synthesis, phosphate fertiliser production, food packaging, and desalination. The facility that is damaged produces the molecules that four billion people depend on for chips, medicine, fertiliser, plastic, and drinking water. Europe’s post-2022 gas security was built on Qatari LNG replacing Russian pipelines. A structural impairment does not merely make gas expensive. It makes gas unavailable to industry. That is how an LNG shock becomes a deindustrialisation shock. BASF and Yara are already cutting fertiliser output. Russian LNG fills the gap at 18 to 22 percent of European imports. The country Europe sanctioned is the country Europe now depends on because the country Europe trusted was struck in a war Europe refused to join. Anyone arguing this resolves quickly now carries the burden of proof. They must explain where the replacement molecules come from when the world’s largest LNG hub is physically impaired, the strait is commercially closed, and the CEO of Asia’s biggest power buyer says there is no bridge. The market priced a shipping delay. The evidence demands a capacity repricing. The difference between those two words is measured in years, in trillions of dollars, and in whether the lights stay on. Full analysis: open.substack.com/pub/shanakaans…
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They are trying to make you think Bitcoin is about to crash. Look at this influencer with more than a Million followers!
I need you to really look this time. Not scroll. LOOK.
3 hours ago, the largest Bitcoin influencers on this platform began posting the same message. Not the same idea. The same Words. "Simulation." "2022." "Macro uncertainty." "Don't be greedy." "$30k retest."
Comparing the start of the Iran war to the Russia-Ukraine war dates.
Word for word. Chart for chart. Emoji for emoji.
So far 10 accounts with millions of collective followers published variations of the exact same narrative.
You know what that is?
That's an operation.
That's someone pressing a button and watching the puppets dance.
Someone has a Telegram group you'll never see.
Someone has a spreadsheet with columns for "post time," "engagement rate," and "payment status."
You think they're waking up simultaneously with the same revelation? You think the universe aligned to make these crypto influencers bearish at the exact same minute?
No.
They're reading from a script. They're hitting send on command. They're collecting checks while you collect doubt.
And here's what haunts me:
They know you'll see this post.
They know you'll suspect.
They've already planned for it.
There's probably a line item in someone's budget for "reputation management" when people like me start connecting dots. There's probably a contingency post already drafted: "Ignore the conspiracy theorists. We all just independently arrived at the same conclusion because the chart is obvious."
See how that works? They get caught, and they gaslight you about catching them.
You want to know why they're doing it?
Look at the order books. Look at the walls. Look at who's been accumulating quietly while you've been doomscrolling.
Someone is building a position so large they needed to manufacture fear to fill it. Someone needs your coins more than they need your trust. Someone is willing to burn years of credibility for one more chance to buy cheap.
And the influencers?
They're disposable.
The people paying them don't care if these accounts rot.
There will be new accounts. New faces. New "just asking questions" personalities next cycle. The influencers are selling their souls for a bag that will be worthless compared to what you're holding if you just wait.
That's the darkest part.
The influencers think they're smart. They think they're using the system. They think taking money to dump on retail is just "playing the game."
But the people above them?
The people writing the scripts and timing the drops and funding the operations?
They view the influencers the same way the influencers view you.
The influencers will be discarded too. Once their credibility is spent. Once their followers realize they're compromised. Once the archives pile up and the patterns become undeniable.
They're burning their entire future for a paycheck today.
And you?
You're just supposed to sell your Bitcoin because a stranger on the internet told you to.
Look at the timestamps.
Look at the word choice.
Look at WHO benefits.
And ask yourself why the fear is so loud right when hope should be strongest.
They're not bearish.
They're bought.
And the only way to win is to refuse to participate in your own liquidation.
Benjamin Cowen@benjamincowen
Simulation for Bitcoin playing out
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Arno retweetledi
For nearly a decade, Cardano has been one of the largest, most reliable, and secure blockchains, with zero downtime since its launch in 2017.
Cardano runs on eUTXO, an extension of Bitcoin’s UTXO accounting model, with native programmability. Transactions execute in parallel. Multiple assets settle in a single transaction. Fees are known before you submit. Smart contract outcomes are deterministic at the protocol level. There are no failed transactions that eat fees. What you model is what executes.
Cardano also handles tokens differently. Native Assets inherit the same properties as ADA itself, secured directly at the ledger level. No ERC-20 style smart contracts sit between users and their tokens.
Given these architectural differences from EVM chains, a major limitation has always been connectivity: Cardano didn’t speak the same language as the rest of crypto.
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When search engines are being overtaken by AI tools, EU starts thinking making it's own one. #EUFAIL brusselstimes.com/belgium/201835…
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En février, la France est devenue le premier importateur de LNG russe. Nos achats à la Russie dépassent le niveau de notre aide à l'Ukraine...
#NoComment
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🤬 it's official, @POTUS just lifted all oil sanctions on russia, anyone can now buy their oil with impunity and at RECORD high prices, flooding the russian banks with cash to continue this war for many many more years.
Trump has just given a death sentence to Ukraine. 🤬🤬🤬
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Arno retweetledi
Hello Australia, this is your moment. We need your support.
Iran’s women’s football team refused to sing the regime’s anthem right after the killing of Ali Khamenei.
State TV called them “war-time traitors.”
Now they’re on a bus back to Iran, flashing the SOS hand signal through the window.
I call on Australian government to them. Don’t send them back to danger. Please give them protection.
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🇫🇷🇦🇪La France déploie ses Rafales pour protéger les Émirats Arabes Unis des drones iraniens.
Cette décision intervient alors que Dubaï et d'autres lieux sont régulièrement frappés par Téhéran.
Ce soutien a déclenché une vague d'amour des Émiratis pour la France qui constatent que nous sommes un allié fiable qui honore ses accords de défense. La France s’était engagée à aider les Émirats arabes unis en cas d’agression extérieure dans l'accord de défense de 2009, et elle répond présent.
Cela peut paraître évident pour certains, mais on n'est jamais sûr à 100% qu'un autre État va être prêt à s'engager militairement pour nous défendre même si un accord a été signé. Surtout lorsqu'il est aussi éloigné que la France du Golfe.
Regardez l'Iran avec la Russie ou la Chine : ils faisaient les malins il y a 2 semaines avec des exercices de leurs marines respectives dans le Détroit d'Ormuz et, aujourd'hui, les Russes et les Chinois ont complètement disparus.
Même si elle a des défauts -dont une certaine arrogance, on ne va pas se le cacher- la France a la réputation d'être un partenaire fiable qui honore ses engagements et qui respecte le droit international. Aujourd'hui, les EAU chantent leur amour pour la France qui, même à 7000km, vient les défendre.
Nous ne laisserons pas tomber nos alliés du Golfe face à la menace iranienne 🫡🇫🇷
Ali Khalifa@Bu3osha
Nous vous apprécions et vous aimons. Merci, France, notre véritable alliée. #France #emirats_arabes_unis
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Israeli mass media is now reporting that Ali Khamenei is dead... I will believe this when it is confirmed.
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Nous sommes 400 000 investisseurs !
Je ne vais pas faire de grands discours, simplement vous dire un grand :
🎉 M E R C I !
Avoir +400 000 followers, sur tous mes réseaux confondus, qui s'intéressent à la bourse et l'investissement, je trouve que c'est un signal fort pour l'éducation financière.
D'autant que vous êtes de plus en plus nombreux à commenter et interagir que ce soit sur Facebook, YouTube ou Twitter.
En janvier 2026, nous avons même réalisé un mois record avec 23 millions d'impressions !
C'est juste dingue.
Alors merci pour vos messages, vos likes, et vos retours au quotidien.
J'espère partager cette aventure encore longtemps avec vous.
Passez un bon week-end,
Nicolas.
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