Nic

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Nic

Nic

@nicrypto

CEO @coinbureau | Ex Goldman | Mensa | Tweets not financial advice |

Dubai Katılım Mayıs 2012
272 Takip Edilen43.7K Takipçiler
Nic
Nic@nicrypto·
Keep calm & carry on. Eid Mubarak from Dubai 🙏🏼🇦🇪
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Nic@nicrypto·
Insane. The missile damage to Qatar's Ras Laffan hub could take up to 5 YEARS to repair! These facilities produce 17% of QatarEnergy's LNG exports and they may be forced to declare force majeure on long-term contracts. The effects are going to be felt for years.
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Nic@nicrypto·
Can someone explain to me where in Sun Tzu's "Art of War" it says that funding your enemy is a wise tactical or strategic move.
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Nic@nicrypto·
This is comical. "The US may “unsanction” Iran oil that is floating on water according to Scott Bessent" So, they miscalculated the impact so badly, not only are they dropping Russian sanctions but also potentially some of those on Iran?!
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Nic@nicrypto·
@0xKrypston Didn't you know? It's a 4D chess move to fund your enemy.
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Krypston@0xKrypston·
@nicrypto I wonder how many replies until some American retard comes here explaining to you why this is a great idea and a path to success.
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Nic@nicrypto·
@ChrisCas5 Ambitious to think it was checkers. More like tic tac toe
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Nic@nicrypto·
Wow. European Gas prices are skyrocketing. After this & the Russian invasion, energy security should be the main priority.
Nic tweet media
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Nic@nicrypto·
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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Nic@nicrypto·
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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Nic@nicrypto·
@Crypto_f_V Will be tough but the supreme court gave Powell a win on it.
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CryptoFV@Crypto_f_V·
@nicrypto do you think the fed can really stay independent if pressure keeps building like this
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Nic@nicrypto·
Three weeks ago, Trump publicly demanded Powell cut rates "immediately." Yesterday, Powell held. Raised the inflation forecast. Said cuts depend on "progress" that isn't happening yet. Powell ignored him. It was a political pressure test the Fed just passed. For now.
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Nic@nicrypto·
FOMC decision out. No rate cut and there was only one dissent (Stephen Miran) who voted for a cut. Projections for only 1 rate cut this year citing Middle East uncertainty. Higher for longer.
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Nic@nicrypto·
The next 24 hours will be crucial. Israel just attacked the world's largest gas field. Iran has threatened to retaliate at 3 gulf energy sites. Brent crude is close to $110 as the straits remain closed. And we have the FOMC taking place 4 hours.
Nic tweet media
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Nic@nicrypto·
@bacsacancrac Haven't recently but I thought inflation was coming down there?
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bacsacancrac
bacsacancrac@bacsacancrac·
@nicrypto Hi Nic, if you are looking for a country with a stagflation problem, check out Australia.
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Nic@nicrypto·
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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