Guhpt

Day 20. Iran hit Ras Laffan tonight. The world's largest LNG terminal. Twenty percent of global LNG supply. On fire. This is no longer an oil disruption. It is a full-spectrum energy crisis. Europe spent three years diversifying away from Russian gas into Qatari LNG. That hedge is now under attack. The Fed held rates and Powell said inflation is not falling as fast as hoped. The Dow dropped 600 points during the press conference. Bitcoin closed at $70,900. The market heard exactly what it feared: a Fed that cannot cut, in an economy that may need it. China declined to help reopen Hormuz. The Beijing state visit has been postponed. Beijing said it has nothing to do with Hormuz. That is the kind of denial that tells you everything. Three simultaneous escalations today. A missile strike on energy infrastructure. A central bank that cannot move. A geopolitical vacuum where the coalition was supposed to be. Iran already published its next target list. Samref and Jubail in Saudi Arabia. Al Hosn in the UAE. The question is no longer whether this escalates. It is how fast. Full breakdown at: @theproofofnews/note/p-191422885?utm_source=notes-share-action&r=7unsbb" target="_blank" rel="nofollow noopener">substack.com/@theproofofnew…

@pedrosilva #Engagementfarming Só não vê que não quer! A unica coisa triste é que funciona.

Switching to Portuguese on this matter. Não responderam aos e-mails. Responderam ao Google review. Engraçado como o silêncio acaba quando a coisa se torna pública. Só estou a começar, Stay tuned.

Day 15. Iran fired a ballistic missile at a residential area in northern Israel today. Not through Hezbollah. Not through the Houthis. Directly. The doctrine of proxy deniability that Tehran maintained for decades ended this morning in a town called Shlomi. Brent closed above $103. The S&P posted its third consecutive week of losses. Bitcoin held above $72,000, outperforming equities, gold, and silver since the war began on February 28. The macro environment is not stabilising. It is compressing. Two other stories landed today that most front pages buried under the missile footage. ByteDance confirmed it is deploying 36,000 Nvidia Blackwell B200 chips in Malaysia, legally, through a tier-1 Nvidia partner. The US export rules block shipment to China. They do not block remote access to compute hosted outside it. ByteDance is spending $23 billion on AI infrastructure this year. If the rest of China's AI industry follows the same route, hardware restriction as a policy instrument is largely spent. The second story is Morgan Stanley. The bank told institutional investors this week that a major AI capability jump is likely before June. GPT-5.4 is already scoring at human expert level on economically valuable tasks. Their survey found 4% net workforce reductions across five major economies in the past 12 months, attributed directly to AI. The power grid cannot keep pace with the compute demand. They project a 9 to 18 gigawatt US shortfall through 2028. Three systems repricing simultaneously. The war sets the oil floor. The oil floor locks central banks. The AI race runs underneath all of it, faster than the geopolitical story is moving, and with less coverage than it deserves. Full breakdown at substack.com/profile/474761… #ProofOfNews #Iran #Bitcoin #AI

Day 14 of the Hormuz conflict and the most important fact of the day has nothing to do with the Strait. Russia is not a party to this war. No ships, no troops, no diplomatic exposure. It collected between $100 and $150 million in extra revenue today because Brent crossed $100 intraday. The conflict Washington entered to contain a regional adversary is inadvertently refinancing the one it is trying to isolate in Europe. The FT estimates accumulated Russian gains at $1.3 to $1.9 billion since Day 1. That number grows every day the Strait stays disrupted. Iran struck a US-owned tanker near Iraqi waters and the footage is public. This is not a contested claim. It is a documented strike on commercial shipping under a US flag, recorded and distributed. The US Navy announced escort operations would follow. The Energy Secretary said the capacity is not yet there at scale. Both statements are true simultaneously, which is why oil did not pull back after the press conference. Markets priced the gap between announcement and execution immediately and in one direction. Above $100, the inflation calculus changes for every central bank that was pricing in cuts this year. The Fed is not moving in March. The ECB faces a supply shock it cannot solve with interest rates. Every government that subsidises fuel is doing the same quiet arithmetic: how long can we hold this. In Minab, a strike killed between 168 and 180 people. The majority were children. The military rationale may hold. The political cost in neutral capitals is rising regardless. Ankara's diplomatic signals suggest the tolerance for silence has a limit, and that limit is closer than it was last week. Bitcoin held $70,000 through the session with equities under pressure and oil near $100. It is not following the Nasdaq down. That is not a thesis yet. It is an observation. But it is the observation institutional allocators are watching most closely right now. BlackRock moved approximately 2,200 BTC to Coinbase Institutional today. The next 48 hours will clarify whether this is redemption pressure or tactical repositioning. The war is not contracting geographically. Israel struck Beirut again. Somalia warned against Israeli base plans in Somaliland. Serbia's arms imports are accelerating. Every week this conflict adds a new line on the map. Day 15 starts in a few hours. The map will be different again. Full briefing at: @theproofofnews/note/c-226937440?r=7unsbb&utm_source=notes-share-action&utm_medium=web" target="_blank" rel="nofollow noopener">substack.com/@theproofofnew… #Hormuz #ProofOfNews

20,000,000 BTC mined. 95.24% of all Bitcoin that will ever exist. Gone in 17 years. The last 1M? That'll take 114 years. In 2009, Satoshi embedded this in the Genesis Block: "Chancellor on brink of second bailout for banks." Today, 20M BTC is the answer to that headline. Of those 20M, up to 3.7M are lost forever. Hard drives in landfills. Forgotten passwords. Ghost coins floating on the blockchain. Visible, but unreachable. Block 1 reward: 50 BTC. Worth $0 then. Worth $4M+ today. Block 940,000 will soon bring the 20 millionth Bitcoin. Someone will mine it. Someone will enter history. By 2140, the last satoshi will be mined. Maybe the final block whispers back to 2009: "Chancellor finally free. Money defended itself." Or maybe just silence. And one last node saying: 21,000,000. The end. 1M BTC left. 114 years to go. The longest mile begins now. #Bitcoin #20Million #ProofOfNews

A deleted government tweet just moved oil $13. Not a missile. Not a sanction. A post ; then deleted while the White House corrected its own Energy Secretary hours later. This is Day 12 of the Hormuz crisis. Markets are now pricing policy communicated through posts that vanish. There is no circuit breaker for that. Full briefing: substack.com/profile/474761… #ProofOfNews

Everything Tightens. Oil testing $100. Fed cornered between weak jobs and an energy shock it didn't create. AI infrastructure becoming defense infrastructure. G7 rewriting the rules of sovereign finance. Bitcoin at $69k being stress-tested as macro asset, capital flight vehicle, and institutional hedge simultaneously. Day 11. The system has no slack left. Full briefing: @theproofofnews/note/p-190445665?utm_source=notes-share-action&r=7unsbb" target="_blank" rel="nofollow noopener">substack.com/@theproofofnew… #Macro #Geopolitics #Bitcoin #AI #ProofOfNews

@coinbureau x.com/TheProofOfNews…

🚨 TRUMP TAKES SHOT AT U.K. OVER MIDDLE EAST WAR Trump says the U.K. is “finally giving serious thought” to sending two aircraft carriers to the Middle East. He added the U.S. no longer needs the help, saying “we don’t need people that join wars after we’ve already won.”

Iran War Day 9. The macro shift is accelerating. 🛰️ Russia supplying satellite intel on US positions (WaPo, CNN) 🛢️ Hormuz tanker traffic near zero 📉 US jobs: −92K — worst miss in over a year (BLS) 🌾 FAO Food Index hits 125.3 — first rise in 5 months ₿ BTC ~$68K despite $680M ETF inflows — still trading like a Nasdaq risk asset Oil. Food. Labour. Crypto. All colliding at once. Stagflation risk is no longer a tail scenario. Full synthesis + sources: @theproofofnews/note/p-190232836?utm_source=notes-share-action&r=7unsbb" target="_blank" rel="nofollow noopener">substack.com/@theproofofnew… No hype. No noise. Just signals. #ProofOfNews #Macro #Bitcoin #IranWar #Stagflation

1/6 - 🚨 Iran just fired missiles over Tel Aviv. Sirens. Interceptors. Witness video confirmed. This is no longer a proxy war. 2/6 - What just happened Iranian projectiles were filmed crossing Tel Aviv airspace. Israeli air defense systems activated — interceptors launched. Sirens reported across multiple zones. Witness videos corroborate the strike in real time. 3/6 - The key numbers Israel and Iran share zero land border — this is a long-range strike. Iran's ballistic missile arsenal: 3,000+ units, per IISS estimates. Strait of Hormuz handles ~20% of global oil supply. Every direct Iran-Israel escalation puts that chokepoint at risk. 4/6 - Why it matters This is no longes airstrikes via proxies. A nation-state fired missiles directly at another nation-state's largest city. That redefines the conflict threshold in the Middle East. The rules of engagement just changed. 5/6 - Market implications Oil: watch for immediate spike — Iran-Israel direct clash is a Strait of Hormuz risk event. Gold: safe-haven demand activates within hours of footage going global. Defense equities: likely bid at open. Emerging market FX: risk-off rotation begins now. Markets were not pricing a direct strike on Tel Aviv. 6/6 - What to watch → Israeli cabinet emergency session — retaliation scope → US Fifth Fleet positioning in the Gulf → Brent crude open — first real-time market verdict → Iran's official statement — accidental, targeted, or escalatory signal? Is the market underestimating this? RT if you prefer facts > noise. #ProofOfNews #Geopolitics #Iran #Israel

🟠 🔐 Crypto — Importance: 8/10 Oil shock from Iran conflict could force Fed to delay rate cuts, sending Bitcoin down 45%. Trump projects 4-5 weeks to resolution. Market bracing for impact. #ProofOfNews cryptoslate.com/oil-shock-coul…

Energy, AI and War Are Colliding. Tech–Geopolitical Macro Cycle unfolding NOW⏩ reshaping markets in real time. Biggest shift isn’t Iran war. It’s something else… 📡 Proof Of News – Mar 6, 2026 👇 substack.com/profile/474761… #Geopolitics #HormuzStrait #Energy #Markets

The world is entering a Tech–Geopolitical Macro Cycle. War in the Middle East. AI chip arms race. Bitcoin holding above $70K. Here are the 5 most important developments today 👇 @theproofofnews/note/c-223584221?r=7unsbb&utm_source=notes-share-action&utm_medium=web" target="_blank" rel="nofollow noopener">substack.com/@theproofofnew…

@LiberalPT 🤔

📱EM BREVE NO TEU TELEMÓVEL PSD e PS unem-se hoje (por proposta do PSD) para aprovarem uma lei que fará com que seja necessária validação com chave móvel digital fornecida pelo Estado para aceder a redes sociais. A IL alerta ainda para uma alínea do art.° 12 que permite a "fiscalização automática de todas as mensagens enviadas antes de serem enviadas".

@theluisribeiro Fantástica esta pirâmide que “existe”

Estou a divertir-me imenso com isto.

@theluisribeiro Luís, pergunta sincera. Alguma vez ouviste falar em derivados no mercado? Vais continuar a evitar uma resposta directa e a contra-argumentar com retweets parolos? Tinha-te mais em conta. Um abraço e tudo de bom

@darievilo @theluisribeiro Clickbait, falta de visibilidade. Jogada prática e certeira no ponto. Pouco ou nenhum argumento, mandar a posta de pescada para gerar visualizações

@theluisribeiro Sabes o que é Bitcoin? Consegues explicar?

RIP, aspiradores Rainbow dos bros que se armam em yuppies de Wall Street.

@theluisribeiro Aquilo que acho mais grave na publicação de um jornalista neste tipo de tema é a falta de argumento e conteúdo sobre a mesma. É uma frase que se larga para criar discussão e clickbait. Aquilo que o próprio supostamente combate e abomina. É de facto de louvar o contrassenso.

O esquema de pirâmide está a desabar.

@FernandoBulhao @theluisribeiro Até ao infinito, teoricamente. É por design, código imutável sem consenso maciço, que ninguém quer (inflação = ☠️BTC). Já sobreviveu a forks falhados. A dúvida é razoável, mas improvável como ouro virar infinito ou Jesus parecer em 2026. Why tho? 🤷‍♂️

@guhpt @theluisribeiro A minha única dúvida é por quanto tempo a oferta se irá manter fixa...

@FernandoBulhao @theluisribeiro Nenhuma, desde 1971 que o fiat deixou de ter colateral em ouro. É baseado em confiança no estado e impressão ilimitada. BTC diferencia-se na oferta fixa 21M (anti-inflação), descentralizado, sem ninguém imprimir mais.

@guhpt @theluisribeiro Qual é a divisa que hoje tem um colateral em produto real ?