r2 🏍
4.5K posts

r2 🏍
@inSenCite
🇨🇦🇮🇳 Freedom is a Poisson distribution. Finance, F1, bikes. Allergic to bullshit.


BERA launched Feb 2025 with ATH $14.83 same day (often used as TGE benchmark). Current price: ~$0.41 (down ~97% from ATH, +17% from ATL $0.35 in Feb 2026). Team/insider unlocks began post-1yr cliff (Feb 2026) per tokenomics (37% allocation). No public data on exact team sales volume or Smokey's personal sells; foundation repurchased some tokens to cut dilution. Key departures (Jan 2026 update): Most retail marketing team laid off; lead dev Alberto left amicably for Web2 venture. Focus shifted to core dev; no replacement details announced.

Another post. Another deadline. I wonder has happened in these 4h that makes a deal more likely 24h later. Also plausible he got the date wrong?





CLK26U26 calendar has moved in a really weird way last 3 hours, not sure why U is selling off


U.S. President Donald J. Trump’s Address to the Nation regarding the Iran War has now ended without any major announcements.



Distillate Market Flash: GO E/W curve splits dramatically as market appears to bets on a near-term crisis resolution; Sparta holds a somewhat contrarian view! - The April GO E/W has blown out and holds above +$170/mt, yet in a striking divergence, every single contract on the forward GO E/W curve beyond April has turned negative; a split of unusual severity that demands explanation. - Even at these negative forward levels, the E/W is sufficient to keep WCI ULSD LR2s pointing East over West into Europe until September loadings; a reminder that the arb calculus remains finely balanced even in a softening forward market. - The weakness in the forward GO E/W curve may reflect a lingering industry conviction that the conflict and its consequences will prove short-lived. At Sparta, we take the contrarian view. - Several factors appear to be underpinning this forward softness though: - The Eastern hemisphere has been absorbing a substantial volume of WCI ULSD barrels, and Chinese distillate exports have begun to tick higher; though it should be noted that this amounts to only three small cargoes so far, and it would be premature to characterise this as a structural shift in flow. - There is a growing sense that the crisis is increasingly becoming a European problem rather than a Eastern hemisphere one; with the forward curve perhaps reflecting more of a European than Asian problem in contrast then to our contrarian view - The European picture, to be fair, on closer inspection, looks anything but reassuring; European diesel markets are under severe strain, but European jet pricing is fast approaching catastrophic territory; with the last expected Middle Eastern jet cargo due to arrive this week, the supply cliff edge is uncomfortably close. By James Noel-Beswick, Head of Commodities. For deeper market intelligence, daily commentaries, and expert insight, access Sparta Knowledge with a free 30-day trial: signup.sparta.app #oott #distillate











