Arc

7.4K posts

Arc banner
Arc

Arc

@arc_ark

crypto. trading. macro. founder & CEO in sustainable energy⚡️. ex-software dev. polyglot 🗣️. europe 🇪🇺. off-grid homesteading 🚜. organized chaos

Katılım Eylül 2021
7.1K Takip Edilen2.2K Takipçiler
Arc retweetledi
PeterSweden
PeterSweden@PeterSweden7·
This should be headline news EVERYWHERE. A Pfizer insider who was former head of toxicology in Europe has just come out and said something that many "conspiracy theorists" suspected. He estimates that 20 000 to 60 000 people in Germany have died from the c*vid vaccine. This was said at a parliamentary enquiry commission in Germany. So why isn't this massive news being reported everywhere? Is the mainstream media that has recieved millions in funding from Bill Gates deliberately covering this up... 🤔
English
2.2K
15.7K
56.7K
28M
Arc retweetledi
Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇸🇦 Saudi Arabia fully restores East-West oil pipeline, bypassing the Strait of Hormuz and pumping 7,000,000 barrels per day.
Watcher.Guru tweet mediaWatcher.Guru tweet media
English
1K
5.8K
37.8K
1.7M
Arc retweetledi
Bull Theory
Bull Theory@BullTheoryio·
BREAKING: JD Vance has left Islamabad after 21 hours of negotiations with Iran ended with no deal. The talks collapsed on two issues. Iran refused to give up uranium enrichment and refused to give up control of the Strait of Hormuz. Vance said the US left its final and best offer on the table. "Iran has chosen not to accept our terms. That is bad news for Iran much more than it is for the United States." Iran also arrived with a list of four non negotiable conditions. Full sovereignty over the Strait of Hormuz, Complete war reparations. Unconditional release of frozen assets. And a ceasefire across the entire region including Lebanon. The US came in wanting free passage through Hormuz and a commitment that Iran will never build a nuclear weapon. The first direct face to face meeting between the US and Iran since the 1979 Islamic Revolution just ended in 21 hours with nothing.
Bull Theory tweet media
English
47
76
517
43.9K
Arc retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Cracks in the US private credit market are widening: Investors requested a record -$14.0 billion in redemptions from private credit funds in Q1 2026. This is up +146% from -$5.7 billion in Q4 2025 and +278% higher than the -$3.7 billion in the full year 2024. Meanwhile, just half of those requests were met, leaving ~$7.0 billion in unmet redemptions, the largest backlog on record. Blue Owl Capital was the hardest hit, with investors requesting withdrawals of 41% from its $6.2 billion technology-focused fund and 22% from its $36 billion credit fund, among the highest quarterly redemption requests the industry has ever seen. Following the surge in requests, Blue Owl capped withdrawals at 5% for both funds, leaving ~35% and ~17% of requests unmet, the most in the sector. This is followed by Ares' Strategic Income Fund and Apollo's Debt Solutions Fund, both seeing ~11% in total redemption requests with ~6% unmet each. Pressure in the private credit market is intensifying.
The Kobeissi Letter tweet media
English
75
454
2K
202.7K
Arc retweetledi
Concerned Citizen
Concerned Citizen@BGatesIsaPyscho·
🚨🇮🇪 Meanwhile in Ireland “The biggest convoy in the country today” Reinforcements are on their way - as Thousands more Irish join what is now a country wide four-day protest against the government. There’s only so much people will take.
English
545
7K
26.9K
480.6K
Arc retweetledi
Massimo
Massimo@Rainmaker1973·
Heavy rainfall on Hormuz Island washes iron oxide rich soil into the sea, turning the coastline blood red.
English
509
3.9K
26.8K
7.8M
Arc retweetledi
Bull Theory
Bull Theory@BullTheoryio·
BREAKING: The US has agreed to unfreeze $6 billion in Iranian funds held in Qatar as part of the Islamabad peace talks. The money has been frozen since 2018 when Trump reimposed sanctions during his first term. It was briefly transferred to Qatar in 2023 as part of a prisoner swap before Biden froze it again after October 7. Iran says the release is directly linked to reopening the Strait of Hormuz.
Bull Theory tweet mediaBull Theory tweet mediaBull Theory tweet media
English
49
81
551
35.1K
Arc retweetledi
Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 President Trump says massive numbers of empty oil tankers are heading to the US to load up with the "best and sweetest oil" in the world.
Watcher.Guru tweet mediaWatcher.Guru tweet media
English
1K
1.3K
12.7K
688.2K
Arc retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
US crude oil exports are skyrocketing: US Gulf Coast crude exports are on track to average a record 4.90 million barrels a day in April based on current loadings. That would be up +23%, or +930,000 barrels per day since March, and up +30%, or +1.12 million barrels per day since February. At the current pace, May exports will exceed 5.0 million barrels a day for the first time in history. This comes as Asian buyers are securing US cargoes to offset the loss of Middle Eastern supply while flows from the Strait of Hormuz remain significantly limited. For May alone, 28 supertankers are already lined up to carry US crude, compared to 5 typically booked at this point in a month. Global demand for American oil has never been higher.
The Kobeissi Letter tweet media
English
248
1.1K
4.9K
560.7K
Arc retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
US private equity firms have massive exposure to software: A near-record 49% of all private equity deals now target software and technology services companies. The percentage has DOUBLED over the last 15 years. This comes as private market managers poured hundreds of billions of dollars into software firms over this period, betting that software-as-a-service (SaaS) business models would produce strong growth and consistent cash generation. By comparison, healthcare represents 14% of PE deals, less than a third of the size of software exposure. The private equity industry has never been this exposed to a single sector.
The Kobeissi Letter tweet media
English
78
274
1.5K
227.4K
Arc retweetledi
Bull Theory
Bull Theory@BullTheoryio·
If you invested $50,000 in SanDisk $SNDK one year ago you would have over $1.5 MILLION today. $SNDK is now up 3000% in last 1 year.
Bull Theory tweet mediaBull Theory tweet media
English
204
539
7.2K
1.6M
Arc retweetledi
Ash Crypto
Ash Crypto@AshCrypto·
Global Central Bank Liquidity looks exactly like early 2020. You know what happened next.
Ash Crypto tweet media
English
201
395
2K
162.2K
Arc retweetledi
Bull Theory
Bull Theory@BullTheoryio·
BREAKING: Anthropic has crashed cybersecurity stocks three times in three months. Each time with a different product but each time the same stocks. Feb 22: Claude Code Security launch. - CrowdStrike -8% - Cloudflare -9% - Okta -9% - Zscaler -10%. Mar 27: Claude Mythos accidentally leaked in a blog post. - CrowdStrike -7% - Palo Alto -6%. - Zscaler -4.5%. Apr 7: Project Glasswing officially announced. - Cloudflare -25% - Zscaler -23% - CrowdStrike -17% - Palo Alto -15%. Three announcements, three crashes but same stocks every time. The market is asking one question, If an AI model can scan, detect and fix software vulnerabilities faster and cheaper than any human security team, what exactly are CrowdStrike, Palo Alto, Zscaler and Cloudflare selling. Market is repricing an entire sector one Anthropic announcement at a time.
Bull Theory tweet media
English
82
189
1K
121.7K
Arc retweetledi
Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
Tesla Self-Driving is now officially operating in: • U.S. • Canada • Mexico • Puerto Rico • The Netherlands • Australia • New Zealand • South Korea • China Many more places to hopefully come in the future.
Nic Cruz Patane tweet media
English
101
411
2.5K
57.3K
Arc retweetledi
Cointelegraph
Cointelegraph@Cointelegraph·
🚨 UPDATE: BTC added over $7,000 in just 2 weeks. Most of it occurring in the past few days.
Cointelegraph tweet media
English
104
172
1.1K
34.4K
Arc retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Gold is reshaping the global financial system: Central bank gold holdings surpassed valuation-adjusted US Dollar reserve assets for the first time on record. Adjusted USD reserves remove the interest earned on holdings like US Treasuries, showing only how much central banks are actively adding to their Dollar reserves. Official gold reserve assets are up to a record $3.87 trillion, ~$140 billion above valuation-adjusted US Dollar reserve assets, at $3.73 trillion. Since 2022, gold reserve assets have TRIPLED, driven by a record central bank accumulation and surging prices. At the same time, USD reserve assets have declined -$300 billion. The trend accelerated after the seizure of Russian assets in 2022, new sanctions, and growing geopolitical uncertainty. World central banks are accumulating gold at an unprecedented pace.
The Kobeissi Letter tweet media
English
107
425
2.1K
229.8K
Arc retweetledi
shirish
shirish@shiri_shh·
bro was right. Atlassian down 75%. HubSpot down 69%. Figma down 86%. Almost all of them down 30–70% from their 52-week highs. AI is literally eating software alive and repricing every company in real time. SaaS is cooked fr 😭
shirish tweet media
Naval@naval

Software was eaten by AI.

English
414
954
7.8K
1.4M
Arc retweetledi
The Figen
The Figen@TheFigen_·
No other species on Earth has a teamwork system quite like ants. This tiny creature pulls off missions far bigger than its size could ever suggest.
English
800
7.1K
25.9K
965.7K
Arc retweetledi
Jim Bianco
Jim Bianco@biancoresearch·
The University of Michigan has been conducting a consumer confidence survey for 74 years (starting in 1952). The lowest reading in this history is the number out today for April 2026 at 47.6. The commentary from the University of Michigan attributes it solely to the war, since 98% of their surveys were conducted before the April 7th ceasefire announcement. I find this explanation wanting. Since 1952, we've had our share of wars and 9/11. Yet the conflict has produced a 74-year low among consumers, but only a 3% correction in the stock market. Does this make sense? Regarding the current conflict, is it worse than the Korean War, the historic protests over the Vietnam War in the 1970s, or the never-ending quagmire in Iraq? This was the conflict that drove us to a 74-year low? Maybe it is the affordability crisis, which is really the cumulative increase of inflation over the last five or six years, which is being missed by economists who look at the year-over-year rate and try to say it is "well anchored." This would be my guess.
Jim Bianco tweet media
English
104
231
995
108K
Arc retweetledi
UNN
UNN@UnityNewsNet·
BREAKING NEWS🚨🚨🚨 500 out of around 1200 fuel stations in the Republic of Ireland🇮🇪 are set to run dry by the end of the day as protests continue to grow. There are also rumours that hauliers are planning the same in the UK starting Tuesday 14th April.
English
117
1.5K
6.1K
308.3K