Painted Bird

@beatlesonbankin @biancoresearch Hopefully it's transitory.

@biancoresearch you mean the US gov is adding on fuel surcharges?!

*USPS TO IMPOSE 8% FUEL SURCHARGE ON PACKAGES: WSJ

@Monetaryguy589 $ABXXF addresses this. #29ers

When they tokenize the Oil on chain, it will be possible to use crypto assets and/or non-dollar stablecoins for settlement🤔

@_riskFULL He's ahead of the curve in the same way countries are now figuring out that their national security lies in controlling their own supply chain.

Robert 'I-Pulse' Friedland just casually building every single company in the value chain and forcing them to work with each other. I want to know who hurt him so bad he decided the need to build a company for every step. finance.yahoo.com/sectors/energy…

@beatlesonbankin Dips like this are to be bought for the foreseeable future.

Pretty sure this war hasn't and won't solve next 10 yrs of copper demands above $5 is a pretty good price for producers depending on duration of war and knock on effects there is still risk to temporary copper demand interruption but big picture, demand isn't going away

@SafeMargins @thewatsonview MUCH appreciated.

@craigarious @thewatsonview OI is shown on the historical data, which becomes available for that day a few hours after close.

With Abaxx hitting 10k lots again on their gold contract, they have passed MCX (India) in terms of liquidity. This places Abaxx as the third most liquid gold contract in the world if they can keep this up. Only trailing SHFE and Comex. But SHFE has limited access to foreign investors so really Abaxx is the second most liquid gold futures market open to everyone. In the same way people talk oil in terms of Brent or WTI, it's only a matter of time until gold is talked about in terms of Comex and Abaxx. This is one of the biggest marketing opportunities out there for Abaxx. Fracturing in the prices between New York Futures and London spot will only further highlight Abaxx for its efficiencies that it is building and make them the topic of conversation. Really will get exciting in the coming months if they can keep up this momentum.

@beatlesonbankin I was thinking in terms of a Treasury put or more Fed puts!

@craigarious Ha! pretty hard to find free of late. 1.3T opex on Fri looked at the index exposures...all these levels, 250 IWM, 600 QQQ, 6700 spx...huge put call ratios They started pinning yday the buggers. Markets controlled by tales, and tails

Insulting actually Wall St has been pumping markets, chasing targets and higher values, milking IPOs and products and in essence they are saying they've (et al) underwritten a systemic problem. Much of K economy can afford daily life, and they're saying risk is a correction?!

@beatlesonbankin Sure wish I had another passport.

@craigarious It's the craziest situation. New to working in energy equity trading in late 90's, learned this topic was well identified as a perma-risk. My take is either Israel didn't plan for it or care. This scenario should not have been a surprise. Not sure escort service fixes this.

If the US goal is truly to overthrow Iran, it must be done economically, aka a blockade of their oil. Hard to imagine any other way. And since the US's former allies (the ones Trump threw under the bus during his tarriff tantrums) are no longer, $200 oil is probably acceptable.

@beatlesonbankin Israel probably figured any outcome was better than a repeat of the last 20 years. I'm thinking Trump will throw another tantrum and forego the escort service to appease his bruised ego and let oil prices squeeze all the nonbelievers.

@beatlesonbankin Trapped is a great word. At first I just cringed. Now I shudder.

@craigarious Brings China into it, which they don't want, and even higher oil prices. They've trapped themselves. Other thing too is, Hormuz could open tommorrow and traffic return, and Iran could fire at one in 2 months, and it's back to square one

@thewatsonview @JoshCrumb Would love some insight as to why LNG is hardly trading anything.

. @JoshCrumb wasn't kidding. New records being broken on the exchange today. Over 8350 contracts traded on Gold! Maybe on pace for 10k today!! $ABXX

@thewatsonview Data stopped flowing around 230am EST.

@thewatsonview To all Trading View users: The Abaxx volumes disseminated on TV are wrong!

I have never seen Abaxx's Gold Contract so active before. Gold is trading fast! As Zotan Pozsar said "Gold cloaked with Abaxx and gold naked ain't the same" $ABXX

@riskfullfan @_riskFULL lol.

@craigarious @_riskFULL Yes I'm long 40k shares. Will probably add more below 25 USD

As $ma builds on top of current trends with Verifiable Intent, it should become clear this space is going be attacked very aggressively from every player. Eventually more than one gets it right, it's only a matter of time.

@riskfullfan @_riskFULL And that is why markets exist in the first place. Hoping you put your money where your mouth is.

@craigarious @_riskFULL Jesus fucking christ I need to get on this website posts this stupid give me brain damage

@riskfullfan @_riskFULL @grok Hey @grok, why don't the trolls show us their numbers for comparison?

@craigarious @_riskFULL @grok @grok why are the #29ers such credulous rubes?

@riskfullfan @_riskFULL Exchange volume growth is an easy tell as everyone can see it. Valuation at this level is already justified. First 10K volume day will have the shorts planning their escape.

@craigarious @_riskFULL Pessimism grounded in fact. We'll see if your "feels" come true but I wouldn't get ahead of myself on that front. It took a year for lithium to get a trickle of trades. Methinks this will take far longer than most expect

@beatlesonbankin Not so sure about that. Feels like the people who glorify martyrdom are willing to martyr their own population.

highly recommended, excellent conversations Anas reiterates that ships trapped are all about insurance. Also maybe a narrative swaying point - with Iran's desalinized drinking water on the line, it isn't in their interest to blow up ships and top up hormuz with crude