Mensus

@RobbieBranch14 @CryptoNobler @Polarbear165 x.com/GoldTelegraph_…

@medrededeng @CryptoNobler @Polarbear165 You might not be now, ,, but Try remember, Bitcoin, not crypto. Must be the fumes. :o)

🚨 THE NEXT 24 HOURS WILL BE THE WORST TIME OF 2026 Iran is CLOSING the Strait of Hormuz. Over 20% of global Oil supply is cut off. And most people have no idea about the impact on other markets. Stocks. Metals. Crypto. If you hold any assets right now, you MUST know this: YOU ARE MISSING THE REAL RISK. The Strait of Hormuz has NEVER fully closed in modern history. This is not about symbolism. This is about a choke point. The Strait of Hormuz, the narrow passage between Oman and Iran, connects the Persian Gulf to global markets. Nearly ONE FIFTH of the world’s oil consumption flows through it every single day. After U.S. strikes on Iran, ships transiting the strait are receiving warnings, and the U.S. has recommended vessels avoid the area. That alone should tell you how serious this is. JP Morgan called a Hormuz closure their worst-case scenario in an Israel–Iran conflict. Because if Hormuz shuts down, oil doesn’t just rise. It SPIKES. Estimates suggest crude could jump to $120–$130 per barrel. Now connect the dots. → If oil surges, inflation comes back FAST. → If inflation returns, rate cut hopes evaporate. → If rate cuts evaporate, yields move higher. → If yields rise, liquidity tightens. And when liquidity tightens, markets don’t stay calm. Energy feeds directly into inflation. Every $10 move in oil can meaningfully push CPI higher, and oil is already up sharply from recent lows. And this is before any full disruption. Here’s what most people overlook: Saudi Arabia alone accounts for roughly 38% of crude flows through Hormuz. About 5.5 million barrels per day. Kuwait. Qatar. Bahrain. Much of Saudi production. They have NO alternative sea outlet. Pipelines can reroute some supply, but nowhere near enough to offset a full disruption. There is no easy workaround. Shipping costs are already surging, tanker traffic is diverting, and vessels have been warned to keep distance from military assets. This is not theoretical. This is active risk repricing. If Hormuz is closed or even partially disrupted, this stops being a short-term shock. It becomes a structural supply event. And structural supply shocks don’t resolve in a single session. There are only three paths: 1⃣ Temporary threat. Rhetoric cools, oil pulls back. 2⃣ Sustained tension. Disruptions continue, oil grinds higher. 3⃣ Full disruption. Traffic halts, oil spikes violently, macro regime shifts. Scenario three changes everything. Because once oil spikes hard enough, the market stops pricing in fear. It starts pricing in duration. And duration is where real damage happens. This isn’t just about oil. It’s about inflation. It’s about rates. It’s about liquidity. When liquidity tightens, investors don’t sell what they hate. They sell what they can. Risk assets get hit first. High-multiple tech. Speculative growth. Small caps. And yes - crypto. Bitcoin doesn’t fall because the network breaks. It falls because it trades like high-beta liquidity. When leverage unwinds and crowded trades clear, volatility accelerates. That’s how dominoes fall. The next 24 hours are critical. This won’t be “just another headline.” It will be a macro turning point. By the time it’s obvious, most people will already be too late. I’ve been calling major tops and bottoms for over a decade. When I make my next move, I’ll post it here first. If you’re not following yet, you probably should - before it’s too late.

@RobbieBranch14 @CryptoNobler @Polarbear165 I don't want to...so now what? Where are you going to get your oil?

@RobbieBranch14 @CryptoNobler @Polarbear165 Still not selling you oil for Crypto. Go queue somewhere else.

@medrededeng @CryptoNobler @Polarbear165 :o) You are funny, consistently.

@NickHudsonCT Electric car manufacturers must be salivating. But look at the bright side...at least the greenies will soon understand that oil is not just fuel....it is the building block of our modern society... polymers, pharmaceuticals, paint, roads (Bitumen), etc.

The side effect is the intention. The Straits of Hormuz will be closed for a long time.

@RobbieBranch14 @CryptoNobler @Polarbear165 Anchored in BS.

@medrededeng @CryptoNobler @Polarbear165 Ooi oily dude. not crypto, Bitcoin. Only. Anchored in energy. Not off of Hormuz. :o)

@sowelleconomics Use to be...

"Income is not distributed, income is earned." - Thomas Sowell

@NickHudsonCT @Handre The billionaire proxy class for the deep state

@Handre Which two kids would those be? Are you sure they weren’t CIA-funded?

Government labs produce $50 billion fighter jets that can't fly in the rain and "renewable energy" boondoggles that bankrupt entire states. Meanwhile, two kids in a Palo Alto garage create trillion-dollar companies that actually work. The bureaucrats will tell you they need more funding, more PhDs, more committees. But innovation dies in conference rooms full of people spending other people's money on projects they'll never be held accountable for. And that's why every breakthrough that matters—from the personal computer to the internet protocols that actually function—comes from people who can't afford to fail. Because they're betting their own money, their own time, their own reputation. Government labs bet your money on their fantasies.

@NickHudsonCT @KwazaUnathi Don't forget the SARB with their inflation targeting using fudged inflation numbers

@KwazaUnathi Quite right. Most of that effect arose from the covid scam, but the “climate crisis” scam has lined up a bigger shock.

dailyinvestor.com/south-africa/1… South Africa has effectively lost 20 years, with GDP per capita declining to levels last seen in the early 2000s as the country’s economy stagnates.

@KatieMiller What a clown...

Americans should be exceedingly proud that our new Ambassador to South Africa is standing up against their blatant racism. South Africa today has more than 150 laws aimed against Whites. nytimes.com/2026/03/15/wor…

@ProfTimNoakes How do you please someone that doesn't know what he wants and changes his mind all the time. Eventually he will ask for that which is not yours to give

The choice seems fairly obvious. But there is probably a line missing. Relating to who in government benefits more from either deal.

@sowelleconomics This is why...

Why is the South African government issuing statements about what is going on in Iran in the first place, let's start there.

@RomanCabanac @SollyMalatsi @ICASA_org No. Who owns Starlink? We know Musk is just a proxy.

@SollyMalatsi @ICASA_org We want Starlink, thats it,

Today, I met with @ICASA_org leadership to engage on key regulatory priorities shaping South Africa’s communications sector. Strengthening collaboration between government and the regulator is critical to unlocking investment, expanding connectivity and driving digital transformation.

@BuddyWells1 It was intentional... Remember PetroSA wanted to exercise the option to purchase Engen from Petronas in 2013-2015. Gordhan killed the deal by making the CPs unworkable. The same Gordhan that wanted to sell SAA for R51. Now the same Engen has been sold to Vivo Energy (Vitol)

This is the same govt that recently let its fuel refineries fall apart. Some of us said 5 years ago when they allowed this to happen that it was crazy, and that it is just plain stupid for the rand issuing state to pretend it has no rand to invest in cheaper fuel supply, when that pretence will cost it 100s of billions in forex which govt can’t issue, wasted on importing more expensive fuel.

@RobbieBranch14 @CryptoNobler @Polarbear165 I don't think you understand what is happening.... you have you oil futures or/and physical petroleum products in storage outside the middle east...you are balling now. And NO...we are not taking payment in crypto.

@CryptoNobler @Polarbear165 @medrededeng :o)

@NickHudsonCT @simaxis Martin Kingston captured SA for the Rothschild clan way back... South African SOEs always seems to use Rothchild affiliates when issuing bonds. Does Blackrock, Carlye group, PIC still own the majority of Eskom debt?

@simaxis Check out the Rothschilds’ grip on South Africa’s energy sector while you’re at it. Motsepe’s mates make the Guptas look like rank amateurs.

Transnet tenders and the Guptas now sitting in Dubai Palm Island untouched and living the good life years later

@piersmorgan Shut the fuck up... Candace Owens is right...your view changes are not based on facts, but what the popular position is at the time

Whatever you think of the U.S. military action today, it’s undeniable that Maduro has a been an absolute disaster for Venezuelans.. a ruthless dictator enriching himself at the expense of his people, who refused to leave office when he lost the 2024 election by a wide margin.

@patrickbetdavid You are really an idiot. The graph doesn't even indicate the source of the data or how the data was collected. "Lies, damned lies and statistics"

Data never lies.

@Martin_ASFL You idiot. Everyone now knows who the real gangsters are

South Africa's government has repeatedly congratulated the brutal dictator Maduro for "winning" elections in Venezuela. I wonder what retarded, childish take the GNU will have now.

@NickHudsonCT @FrijtersPaul I have given up on the masses. Just focusing on my family

@FrijtersPaul A despondent view of humanity is not something I’ve ever expected to have. I’m still resisting it, but having to dig deep.

There are legions of bots on this platform trying to make you hate one group or another and blame them for all your fears and woes. It’s torches and pitchforks on an industrial scale. 🧵

@Zwelinzima1 Climate change blamed when it comes to water. Same amount of dams yet the number of new developments taking place (residential, industrial and commercial) increasing dramatically. No notion of resource planning in government. Water levy increase loading.. timeslive.co.za/news/2025-12-3…

Malls and Office Parks Are Not Empowerment Developments like Sandton, Rosebank and Waterfall reflect private capital investment, not people-centred transformation. Its rather ridiculous to claim the private sector driven development as the victory of government. Real empowerment must be seen in: • Township and rural industrial development • Public infrastructure jobs • Reliable water, electricity, transport and housing • Decent, permanent work — not casualised labour The government record measured against these is pathetic to put it mildly.