Vidmantas
1.2K posts
Vidmantas
@_Vidmantas
#Bitcoin analyst and investor || Macro trends || Market insights
Katılım Ekim 2020
1.1K Takip Edilen208 Takipçiler
🥵 Europe is being hit by its first major heatwave of the summer
In the coming days:
🇬🇧 the UK is expected to reach up to 32°C
🇫🇷 Paris could see 31°C, while southwestern France may hit 35°C
🇪🇸 Spain is expected to face the most extreme heat, with temperatures climbing to 38°C in parts of the country
Forecasters warn this could be just the beginning of an extremely hot summer across Europe.
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@KobeissiLetter It's a risk on just for people who doesn't understand Bitcoin and measure the world with the broken ruler (fiat). For others it's a long term risk off move to opt out of this debt based system to Bitcoin network
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BREAKING: Bitcoin extends gains to rise above $79,000.
Risk appetite continues to grow rapidly in this market.
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🚨🇺🇸🇮🇷🇮🇱 The Wall Street Journal just dropped a bombshell report on the inside story of the Iran war...
The key revelations:
Trump used to call the Middle East "blood and sand" and wanted nothing to do with it.
Then Netanyahu gave him a "persuasive February briefing" in the Situation Room, backed by repeated calls from Lindsey Graham, and Trump changed his mind.
He thought it would be as easy as Venezuela.
Trump was "in awe" of the scale of the bombs, watching clips of explosions every morning.
But he did "little to sell the American public on the war" and grew frustrated when he didn't get praised for it.
His own team showed him midterm polling that proved the war was dragging down Republican candidates.
He "quickly began ruminating on how the military action could turn into a catastrophe."
On the Strait: Trump told his team before the war that Iran would "likely capitulate before closing the strait."
His advisers were "caught off guard" that tanker traffic stopped so quickly.
Trump later "marveled at the ease with which the strait was closed," saying "a guy with a drone can shut it down."
By late March, before the F-15 was even shot down, Trump ordered his team to find a way to start talks.
The war was already over in his mind weeks before the ceasefire.
His aides begged him to stop doing impromptu interviews because he was contradicting himself publicly.
He agreed to stop, then went right back to calling reporters.
The April 1 address to the nation was Susie Wiles' idea to "reassure the country Trump had a plan."
Trump didn't want to do it because, in his own words, he couldn't declare victory and didn't know where it was going.
This report paints a picture of a president who was talked into a war by Netanyahu and Graham, realized it was a mistake within weeks, spent the rest of the conflict looking for the exit, and was frustrated that nobody would give him credit along the way.
The war was an impulse, sold by an ally with different objectives, enabled by advisers who couldn't say no, and sustained by a president who was too proud to admit the mistake until the economy forced his hand.
Mario Nawfal@MarioNawfal
🚨🇮🇷🇺🇸 "Open the Fuckin' Strait, you crazy bastards" to "A whole civilization will die tonight"... the real story behind Trump's two most shocking posts The WSJ's inside account finally reveals what was happening when Trump sent the posts that stunned the world. Six hours before the Easter morning Hormuz post, at 2 AM, he'd received word that the second F-15 airman had been rescued from Iran after a 24-hour operation that could have turned into the lowest point of his presidency. Trump wasn't even in the Situation Room during the rescue. Aides deliberately kept him out because they believed his impatience would hurt the operation. He got updates by phone. He finally went to bed after 2 AM. Six hours later, he was back at it. "Open the Fuckin' Strait, you crazy bastards, or you'll be living in Hell." With "Praise be to Allah" added on Easter morning. Republican senators and Christian leaders flooded the White House with calls. Why the F-word? Why an Islamic prayer on Easter? An adviser asked him about it. Trump said the Allah idea was his own. He wanted to sound "as unstable and insulting as possible" because he thought it would bring Iran to the table. The language, he said, the Iranians would understand. Then he asked aides: "How's it playing?" Three days later came the civilization-ending post. Also improvisational. Also not part of any national security plan. Rubio privately told others the language might actually work. Ninety minutes before the deadline, Trump announced the ceasefire. The madman theory of diplomacy, running live on Truth Social. Chaos as strategy. Profanity as policy. And somehow, 10 days later, the war is closer to ending than anyone thought possible... Source: WSJ
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@FutbolKicks @MarioNawfal It's US who was behind 2014 events, later CIA bases on Ukraine and so on, so definitely not Europe's war. But Iran is not US war for sure, it is zionists war, but US fight harder than it was in the US land
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@MarioNawfal Not our war . This is Europe’s war deal with it . Send troops , weapons , money . Ukraine needs your help now . #notourwar 🇺🇸
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🇺🇦 The Iran war is draining Ukraine's last line of defense...
The U.S. burned through more Patriot missiles in the first four days of the Iran war than it supplied to Ukraine in four years of fighting Russia.
Zelensky put it plainly:
"The situation couldn't be any worse."
Ukraine is now turning to Germany to fill the gap.
A $3.7 billion PAC-2 deal just signed, German-funded, built at a new Raytheon facility in Schrobenhausen.
The only problem is deliveries don't begin until 2028.
Source: Breaking Defense, Kyiv Independent
Mario Nawfal@MarioNawfal
🇷🇺 Russia dropped locations of Ukrainian drone sites across Europe. They say these are tied to attacks on Russia and warn Europeans their own leaders are slowly pulling them closer to a war with Russia. Yeah… last thing anyone needs is another war. Source: @RT_com
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Vidmantas retweetledi
Only @LynAldenContact could create a YouTube channel, upload one single video and get half a million views and 30k subscribers off the back of that one vid
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BREAKING: President Trump says he believes he can "get a deal with Iran" by Monday and that Iran is "negotiating now."
Trump also says he is considering "blowing everything up" and "taking Iranian oil" if Iran does not make a deal "fast."
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@tracyjarchow @Barchart Chart needs a lot more context. They can hold to maturity and roll over that debt in many cases.
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@RuSpotter @AMK_Mapping_ launch and hit themselves? what kind of retard thinking is that?
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Latvia's military and Estonia's public Broadcaster ERR reports that drones entered Estonian and Latvian airspace in the early hours of the morning, with one hitting a chimney of the Auvere Power Plant in northeastern Estonia.
This was likely a Ukrainian long-range drone, as Ukraine was attacking Russia's Baltic Sea ports at exactly the same time, with the drones taking a route near or through Estonian and Latvian airspace. A similar incident occurred yesterday when Ukraine was also attacking Russia's Baltic Sea ports.
Interestingly, this time, Russian radars did not detect all of the drones flying to Leningrad Oblast after they left Bryansk Oblast, which could suggest that some of the drones which attacked Russia later on in the night were using Estonian and Latvian Airspace.
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@DariusDale42 How does this play out in: A) Higher productivity leading to elevated corporate earnings, stock prices, and potential inflation. B: Simultaneously driving efficiencies that slash production costs, creating deflationary forces. How do you see them coexist without a prolonged shock
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The Macro Minute | March 5, 2026
In today’s video, I answer the following questions:
- What matters more, uptrending productivity growth or escalating war?
- Are central banks done accumulating gold?
You can watch it here:
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@marsyjr @JacquiHeinrich So what was the rationale for starting this war? Regime change? That’s a fool’s errand.
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I spoke with President Trump briefly this morning, BEFORE the announcement about US casualties - so he did not comment on that. But some notes:
He says the US knows how many targets are left -- and re: progress toward Iranian people taking control of their destiny:
“It’s moving along. It's moving along rapidly. This has been this way for 47 years," he said. "It's moving along rapidly. Nobody can believe the success we're having, 48 leaders are gone in one shot. And it's moving along rapidly.”
On concern about oil prices / impacts to Strait of Hormuz:
POTUS: “I'm not concerned about anything, Jacqui. I just do what's right. At the end, it works out.”
* he cited good outcomes from Venezuela, operations, attacks on Iran's nuclear facilities with B2 bombers:
POTUS: “If we didn't do that, they would have had a nuclear weapon within two weeks. And then all of this would not have been possible.”
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Here is the moment when 🇵🇱Polish Foreign Minister @sikorskiradek reminded 🇺🇲America, 🇬🇧UK and 🇫🇷France that they guaranteed 🇺🇦Ukrainian security and borders in 1994 🔥 👏
Sikorski: "As you know, russia, the USA, and Great Britain guaranteed the security of Ukraine and its borders.
In exchange for Ukraine giving up what was then the third largest arsenal of nuclear weapons in the world.
So you have an obligation to Ukraine to help them defend their freedom."
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HOLY SH*T!
Record snowfall buries buildings and towns in Russia’s Kamchatka.
I promise to never complain about 6 inches of snow in New York again.
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@LukeGromen @BTCDadThoughts but isn't it all deflationary only temporarily until: A. all that deflation should be inflated on the monetary side to avoid massive global depression or B. absolute majority of the world moves to hard money standard (gold or bitcoin)?
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⚠️IF YOU HAD TO BUY AND HOLD JUST ONE STOCK FOR THE NEXT 5 YEARS, WHAT WOULD IT BE?
$SPY $QQQ
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@thesecondrei1 Why? Is tech seeing growing earnings and new products that are getting vast adoption? Yes. Zero debt too.
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No, it's not a bubble in tech stocks. We are less than 1 standard deviation from the trend. You can see what a bubble looks like in the late 1990's when we exploded out of the decade long log regression channel to be multiple SD's from trend.
Nothing to see, move on... 1/
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@steve_alarm @Teddy21btc @LukeGromen noone smart would change their Bitcoin to shiny metal, doesn't matter if it's US
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@Teddy21btc @LukeGromen I'm sure the rest of the world will be happy to swap any Bitcoin they may have for US gold.
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"There were always ample warnings, there were always subtle signs, and you would have seen it coming, but we gave you too much time." -G'n'R, "Coma"
"Then it comes to be that the soothing light at the end of your tunnel...was just a freight train coming your way." -Metallica, "No Leaf Clover"
zerohedge@zerohedge
Not so secret any more
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Vidmantas retweetledi
Hello, we invite you to the next Bitcoin meetup!
📅 Thursday, September 4 at 4:00 pm.
📍 At Zolak Micro Art Residence, 50D Vytenio g., Vilnius
There is also 2 slots of 30 minutes available for you to present and talk about a topic that matters to you!
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I think the entire DAT thing is going to come down to who has a bear market strategy to mitigate severe discount to mNAV and who doesn't. Those that don't will have forced liquidations. Those that have the right bear market strategy that allow for future compounding of NAV will survive and then thrive and should experience higher valuations.
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@PrestonPysh @DavidCarrez @stackhodler But if gold gets to 6k (almost double), btc would definitely be at least 2-4x from here by that time, so it's not economically efficient at all, right?
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@DavidCarrez @stackhodler Yes! It gets printed. 🤣
But it looks like it would be legit to the casual observer…like all things fiat.
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The Trump admin told us they were looking to acquire Bitcoin with a "budget neutral" strategy.
Well, they may have just found one:
Engineer a short squeeze on gold, revalue the gold holdings at the peak, and buy BTC.
70% of the world's gold is refined in Switzerland.
So what happens when you slap Swiss exports with 39% tariffs, including the gold bars that New York-based Comex accepts for deliveries?
Suddenly the gold shorters in the United States have a much harder time sourcing gold to cover their positions.
Which means they need to buy existing spot or futures, driving the price higher.
An aggressive short squeeze could force gold towards $6,000 an ounce.
Which would allow the US to revalue its holdings to ~$1.5 Trillion, which would then be deposited into the US Treasury's account.
What could they buy with that $1.5 Trillion?
A ton of Bitcoin.
Are the strange 39% tariffs on Switzerland (nearly the highest in the world) a tactic to force a gold short squeeze so they can revalue their holdings and acquire a dominant BTC position?
Let's see 🍿
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