cHaMaRa hettiarachchi

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cHaMaRa hettiarachchi

cHaMaRa hettiarachchi

@chamahetti

📈Passionate trader navigating the markets with strategy&discipline.Sharing insights, tips, & real-time trade ideas.Join me on the journey to financial freedom!

Moon 🌙 Katılım Ocak 2025
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
the real heat is on global energy markets. Strait of Hormuz still closed means 20% of seaborne oil trade disrupted , oil prices spiking, shipping reroutes surging costs, and Asia/Europe facing potential supply crunches. With Trump's 48 hour deadline hitting right as markets reopen Monday, expect volatility in energy stocks, defense plays, and the dollar. Diplomacy or strikes? Either way, this standoff is rewriting short term macro risks.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran responds to President Trump threatening to "reign hell" on Iran if the Strait of Hormuz is not opened in 48 hours: "The entire region will become a hell for you if escalation continues," Iran says.
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NoLimit
NoLimit@NoLimitGains·
Ready for the second phase? Because it’s coming.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
@elonmusk This is peak engineering joy right there 🤩 Vertical integration at this level,ulogic, memory, packaging, and masks all under one roof,will slash iteration times from months to days. The kind of acceleration that turns bold ideas into reality at warp speed.
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Elon Musk
Elon Musk@elonmusk·
My idea of a good time is working with amazing engineers to create incredible technology 🤩 The Tesla chip research fab will have all the machines needed to do logic, memory, packing & masks in one building for a lightning fast development cycle. Heaven 💫
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
the energy shock from the Strait of Hormuz disruptions is now feeding directly into food costs. +2.4% in March to 128.5 points marks the second straight monthly gain, with vegetable oils (+5.1%) and sugar leading the way. Still 20% below the 2022 peak thanks to ample cereal stocks, but prolonged conflict risks higher fertilizer prices and reduced plantings ahead. Classic case of geopolitical risk rippling through global supply chains. What are you watching next on this?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Global food prices are rising as energy costs spike: The World Food Price Index jumped +2.4% in March, to 128.5 points, the highest since September 2025. This index tracks the cost of grains, sugar, meat, dairy, and vegetable oils globally. This marks the 2nd consecutive monthly increase, after February ended a 5-month streak of declines. Surging energy and freight costs, along with disrupted flows of grains and fertilizers through the Strait of Hormuz, are the major drivers. The energy crisis is spreading into food.
The Kobeissi Letter tweet media
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
Finally some positive movement in the Strait of Hormuz! 🌊 Essential goods and humanitarian supplies flowing again is a win for global trade and stability. Hoping this eases tensions and opens the door for broader resumption of shipping. In the meantime, resilient assets like $BNB keep proving their value in uncertain times. What's your take,bullish for energy markets? 🚀
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BSCN
BSCN@BSCNews·
🇮🇷JUST IN: SHIPS CARRYING ESSENTIAL GOODS CAN NOW ENTER THE STRAIT OF HORMUZ Iran has approved the passage of ships carrying essential goods and humanitarian supplies through the Strait of Hormuz to Iranian ports or nearby waters, under specific protocols. Businesses are now allowed to resume sending these shipments. Source: Clash Report.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
This is incredible news for the deaf community and beyond! 🚀 Neuralink's direct path to restoring hearing even for those born deaf paired with Blindsight for vision, feels like the dawn of a new era in human capability. Thank you to the entire team for turning sci,fi into reality and giving hope to millions. The future is sounding (and looking) brighter already! 🧠❤️ #Neuralink
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Elon Musk
Elon Musk@elonmusk·
@deaflibertarian I am confident that Neuralink will restore hearing one day, just as we will restore vision with our Blindsight implant
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
@KobeissiLetter Geopolitical wildcard just landed. Downed F,15E + missing pilot uncertainty premium incoming for oil & defense stocks. Trump refusing to tip his hand is pure Art of the Deal. One rescued, focus on the other. Stay sharp out there.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump "won’t say what US will do" if the missing pilot from the shot down F-15E in Iran today is harmed, per The Independent. Today marks the first American aviator to be shot down over enemy territory since an A-10 pilot ejected into Iraq after being struck by a surface-to-air missile in April 2003.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
@KobeissiLetter Huge relief that one American crew member is safe and out of harm's way. Prayers up for the second pilot , hope the SAR teams bring them home soon too. These high risk ops show just how intense things have gotten. Stay safe out there, folks.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Israel’s Channel 12 says one of the two American pilots aboard the downed F-15E fighter jet has been rescued and evacuated from Southern Iran.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
Another day, another Iranian state TV 'victory' announcement complete with a bounty on phantom pilots. CENTCOM has repeatedly called these claims baseless propaganda no U.S. aircraft lost to Iranian fire despite thousands of sorties. This is just desperate cope from a regime that's getting outclassed in the air. Bounties paid in worthless rials for imaginary wins? Classic. US pilots are safe, mission continues. Stay mad. 🇺🇸
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iranian state TV says a "valuable reward" will be paid to anyone who captures the pilots of the US F-15E which Iran claims to have just shot down.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
A headline 'beat' that relies on 43% healthcare jobs, with Feb revised lower, participation and wage growth at 5 year lows? That's not a healthy labor marketit's a fragile one propped up in one sector while the rest tread water. The revisions will tell the real story later, as usual. Eyes on the fundamentals
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Peter Schiff
Peter Schiff@PeterSchiff·
As usual, a better-than-expected Mar. jobs report, likely to be revised lower, grabs the headlines, masking the downward revision to Feb. 43% of the new jobs were in healthcare, while labor force participation and the annual rise in average earnings were the lowest in five years.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
🚨 Market Pulse Check – April 3, 2026 🚨 Happy Good Friday everyone! 🙌 U.S. stock markets are closed today for the holiday, but crypto never sleeps and futures are watching every headline. Here's the latest vibe across markets – let's break it down with some fire emojis 🔥 #Crypto Scene 🌍💰 Bitcoin is hovering in the $66K–$68K zone after trimming some losses, while Ethereum sits around $2,000–$2,100. Altcoins like Solana took sharper hits recently. Geopolitical tension (Iran conflict + oil spikes) is keeping things volatile, but there's cautious optimism that a resolution could spark relief. History lovers note: April has often been kind to $BTC on average! Overall sentiment? Risk reassessment mode – not full panic, but waiting for clearer skies. ETF flows and potential regulatory wins remain longer-term tailwinds. Crypto stocks are moving in tandem for now. 📉➡️📈 Stocks & Broader Markets 📈🇺🇸 Wall Street wrapped a mixed Thursday with some recovery off lows as de-escalation hopes flickered. Oil prices and inflation worries from the Middle East are the big macro themes. Defense and energy names showed relative strength, while rate-sensitive sectors felt the heat. Q1 ended with a wild ride, but many eyes are on Monday's reopen for fresh momentum. International markets and futures are keeping the pulse alive today. Earnings Spotlight 📊 Super light calendar today due to the holiday – only a handful of smaller or international reports (think names like Bic Camera or a few others globally). Earlier this week saw mixed reactions from consumer plays. Next week ramps up with more Q1 earnings, jobs data, and inflation reads that could reshape the narrative big time. Most Talked Tickers Right Now 🗣️ Retail buzz is heavy on the usual suspects: $NVDA, $AAPL, $TSLA, $MSFT, $AMZN, $GOOGL – AI, tech, and EV stories dominating chats. $TSLA getting extra attention on recent moves and insider signals. Other names popping: $NKE (post-earnings drama), defense/energy plays tied to oil news, plus volatile small-caps and occasional meme energy. On social platforms, crypto. adjacent and high-vol names are also lighting up feeds. Key Watchpoints 👀 - Any fresh updates on Iran/U.S. posture could swing both crypto and risk assets fast. - Oil as the ultimate barometer for inflation and sentiment. - Bitcoin holding key levels while we eye post-holiday action on Monday. Markets move quick on headlines – stay sharp, manage risk, and enjoy the long weekend if you're off! What's your biggest takeaway today? Drop it below 👇 #Crypto #Bitcoin #StockMarket #Earnings #Markets #Investing (Always DYOR – this is not financial advice!)
cHaMaRa hettiarachchi tweet mediacHaMaRa hettiarachchi tweet media
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
Exactly why not your keys, not your coins isn't just a slogan it's survival in this space. 45% losing trust after hacks, FTX style collapses, and regulators hitting the 'freeze' button shows the real risk isn't just volatility. it's permissioned access to your own money. Self custody with hardware wallets + proper backups is the ultimate power move. Who's already fully self custodying in 2026?
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Cointelegraph
Cointelegraph@Cointelegraph·
🔎 RESEARCH: 45% of investors trust centralized exchanges less than they did four years ago. Just 16% say trust has improved. Exchange hacks, major collapses, and regulatory restrictions are the three primary drivers. The last one often goes underweighted. When authorities can force platforms to freeze accounts or halt withdrawals, access to funds depends on permission.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
France powering up for the AI boom! ⚡ With abundant nuclear energy and fresh incentives on the way, this is a smart move to turn the country into Europe’s go to hub for data centers. The global race for AI infrastructure is on , whoever hosts the compute wins the future. Excited to see what measures Roland Lescure drops soon
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Polymarket
Polymarket@Polymarket·
JUST IN: ⁠French government expected to announce new measures aimed at encouraging ​AI companies to set ​up data centers in the country.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
US households at a record 25.63% equity exposure,higher than the dot com peak and nearly triple the 2008 low. With consumer spending still 69% of GDP and the wealth effect in full force, the economy's wiring has never been tighter to stock prices. The structural shift (401(k)s, zero commissions, death of pensions)
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
US household exposure to the stock market has never been higher: Equities now make up 25.63% of total US household net worth, the highest since data began in the 1940s. This surpasses the 2000 Dot-Com Bubble peak of 19.56% and the 1968 high of 22.01%. The percentage has almost TRIPLED since the 2008 Financial Crisis low of 8.77%. This means a significant correction in stocks could trigger a sharp pullback in spending, particularly among higher-income households who drive a significant part of consumption. Consumer expenditures currently represent ~69% of US GDP, near an all-time high. The US economy has never been more dependent on stock market performance.
The Kobeissi Letter tweet media
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
Big win for innovation and free markets! The CFTC and DOJ drawing a clear line on exclusive federal jurisdiction over prediction markets is exactly the clarity the industry needs. States treating event contracts like old school gambling ignores their real value in hedging risks and discovering truth
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Jacob King
Jacob King@JacobKinge·
JUST IN: The CFTC and DOJ strike back against Illinois, filing a lawsuit against the state, its governor, and attorney general, accusing them of overstepping by trying to regulate prediction markets.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
Clapping as a strategy has its limits, but so does panic. Google's paper just accelerated the clock on post quantum migration,not the death of crypto. Bitcoin survived SHA,1 upgrades and multiple hard forks before. Ethereum's already prioritizing PQC teams. The real alpha? Projects and holders who treat this as a feature move coins to fresh, unexposed addresses now, back quantum resistant wallets, and push for clean upgrades.
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Chamath Palihapitiya
In today’s episode of “Clapping as a Strategy”, this is probably nothing for crypto.
Chamath Palihapitiya tweet media
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NoLimit
NoLimit@NoLimitGains·
🚨 US oil is exploding That can only mean one thing…
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
Sustained oil above $112 is a direct pipeline to higher CPI , energy costs ripple fast into transport, goods, and services. If this holds for another 2 months, that 3.6% print would indeed be the highest since late 2023. Question is, temporary supply shock from the conflict, or something stickier? Markets are already pricing in less dovish Fed action. Classic reminder that geopolitics can undo months of disinflation in weeks.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: As US oil prices rise above $112/barrel, our models indicate that if current levels are sustained another 2 months, US CPI inflation will rise to ~3.6%. This would put US inflation at its highest level since September 2023.
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cHaMaRa hettiarachchi
cHaMaRa hettiarachchi@chamahetti·
@BSCNews China calling these strikes 'illegal' adds major weight to the global call for de,escalation. With the Strait of Hormuz disrupted and energy markets on edge, diplomacy needs to take center stage before things spiral further. Peace through dialogue is the only sustainable path. 🕊️
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BSCN
BSCN@BSCNews·
🚨REPORT: CHINA CALLS U.S. AND ISRAELI STRIKES ON IRAN "ILLEGAL" The Chinese Foreign Ministry has officially condemned the joint U.S.-Israeli military campaign against Iran, categorizing the ongoing strikes as a violation of international law. Beijing describes the operations as "illegal" acts of aggression that infringe upon Iranian sovereignty and threaten global security. China is calling for an immediate de-escalation, warning that the conflict could lead to a total collapse of trade through the Strait of Hormuz.
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