Nic
10.9K posts

Nic
@nicrypto
CEO @coinbureau | Ex Goldman | Mensa | Tweets not financial advice |
Dubai Katılım Mayıs 2012
272 Takip Edilen43.7K Takipçiler

Goldman's former top commodity strategist has a message for oil traders:
The barrel is still underpriced at $110.
His logic is that the paper market is trading expectations. The physical market is already in a squeeze that futures haven't caught up to.
Hormuz doesn't need to keep fully close to cause a shortage. Friction is enough: rerouting, insurance gaps, timing delays.
That's how supply shocks work. Not with a bang. With a delay.
And then, suddenly, all at once.
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Something important just happened on the CLARITY Act.
Senate Banking Chair Tim Scott said a stablecoin yield compromise will be in his hands by end of this week.
The White House is reportedly ready to announce progress.
This is the exact issue that's been blocking the bill for months: whether stablecoins can pay yield to holders. Banks hate it. Crypto wants it.
"Everyone will be a little unhappy" is how one senator described the compromise.
That's how you know it might actually work.
April markup. Easter recess. Then the floor.
One week could determine whether crypto gets its regulatory framework this year or waits until 2027.
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@bacsacancrac Haven't recently but I thought inflation was coming down there?
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@nicrypto Hi Nic, if you are looking for a country with a stagflation problem, check out Australia.
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According to a survey of top economists by the FT, if oil holds at $100 for the rest of 2026:
- 68% expect GDP growth to fall.
- most expect PCE inflation to rise by 0.5 to 1%
The US economy was only growing at 0.7% annualised last quarter.
Oil at $100. Growth collapsing. Inflation rising.
That's stagflation. And the Fed meets today.
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