TraderOC

@blockgraze Why is he in power? Baffling

I fucking hate this guy

@blknoiz06 🫡

crypto twitter check in

@nic_carter @RnaudBertrand What is wrong with you? From promoting liberty through Bitcoin to destroying a country of 90M predominantly innocent citizens

@RnaudBertrand They obviously don’t have escalation dominance. We can render Iran completely uninhabitable in about 30 minutes without resorting to nuclear weapons. We haven’t struck any economic infrastructure. Two sorties and the country is unlivable.

Iran seems to be following a strategy of unveiling more and more impressive military capabilities as the war goes on. They just fired long-range ballistic missiles at Diego Garcia, one of the most strategically significant U.S. military bases in the world (hosting B-52 bombers, nuclear subs, etc.), nearly 5,000km away from them in the middle of the Indian ocean 👇. Diego Garcia has never been hit before in any war in its 5 decades of existence, and no-one knew Iran had these types of capabilities (Iran themselves said their ballistic missile range was limited to 2,000 kilometers). Two days ago, they also took down an "unkillable" F-35 fifth-generation fighter jet, something which has never happened before (militarywatchmagazine.com/article/footag…). They've also managed to take control of the world's most strategic oil chokepoint, and have proven they can hit any strategic target in the wider Middle-East, even the most protected ones (such as Israel's Haifa oil refinery: aljazeera.com/news/2026/3/19…). All in all, it sounds almost unbelievable but Iran appears to have a genuine form of escalation dominance over the United States military, with its trillion dollar budget. In a very real way, it's even more impressive than Vietnam or Afghanistan: those countries resisted a superpower, Iran appears to be competing with one. It also makes you think: what comes next? And that's exactly what escalation dominance is all about: keep raising the stakes until the other side blinks. It's about making Trump think "wait, I thought I was picking a fight with the skinny kid and turns out he's Bruce Lee."

@PierrePoilievre @BillAckman This isn’t going to help you bro

Thank you to @BillAckman for meeting to discuss how to strengthen 🇨🇦 🇺🇸 relations, bring affordability and opportunity with tariff-free trade, and stamp out antisemitism in the West.

@toly You could also have a free Ukraine

We could have 2 high speed trains by 2080 for this much

@EricTrump The fact you are reposting this and proud is very worrying

🤣🤣 One of the great responses to a reporter in history! JAPANESE REPORTER: Why didn't you tell Japan before the Iran war? PRESIDENT TRUMP: "Why didn't you tell ME about PEARL HARBOR?!" "You believe in surprise much more-so than US!"

@ibansson @ExitLiqCapital Agreed, and in UK stopping new oil/gas drilling in North Sea. Unbelievably stupid

@occrypto1 @ExitLiqCapital only issue is we’re being attacked from the inside by fucking elected morons who are removing nuclear plants, so we do depend on gas when solar/wind/water are not enough corrupt sons of bitches

Europooors in shambles

@Michael7ucci @balajis Trump admitted they did not expect retaliation against Middle East allies. However stupid that is that’s what he said

@balajis I take it you believe you have thought of these concerns and yet no one in USG has. And that you understand this war better than anyone in the Pentagon. Otherwise you wouldn’t project and predict with such certainty so far out of your domain area, correct?

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

@ExitLiqCapital @ibansson There’s plenty of sun ☀️. Solar is long term result of this situation as Balaji said last night

@occrypto1 @ibansson Nope just summers/fall mostly sometimes December

@ExitLiqCapital @ibansson Have you been to Spain or Italy in March?

@ibansson It’s March bro

@nic_carter @McFaul He closed the straight you stupid prick

- confirming that our allies are fake allies - creating clear evidence of the obsolescence of NATO - creating moral justification for future concessions demanded from european former allies once we unilaterally reopen the straight (hint: Trump will make sure he is repaid for the blood and treasure we spent opening the strait)

The United States has the greatest navy in the world. Not really sure why Trump is begging for help to execute his war in the Strait of Hormuz. Can someone explain this to me?

@nic_carter @BullyEsq What happened to you

@BullyEsq He’s gonna get Cuba in Q2 too. Generational foreign policy run maybe the greatest ever

USA destroyed the entire Iranian military and achieved total aerial control in like two weeks. Iran is now completely declawed. Their only move is peace with the West. Trump has completely destroyed two of the most violent, repressive regimes in 2026. And it’s still Q1.

@johnkonrad I thought you blamed Insurance for the problem? Just full of shit

The swiftest military defeat of a well defended chokepoint in the history of the world was the Fall of Singapore, 1942 It took Japan 8 days and 5,000 causalities. That’s the world record It’s been 16 days with 200 🇺🇸 causalities… and this guy’s ready to declare a loss. 🫠

@koreanjewcrypto $Wld

Shove it all in spot on a chart like this then wait a year

@biancoresearch @Mr_Z_Score No shit. As was the case last week

War risk insurance was the problem last week, it has largely been resolved. Technically the Strait is open and they have the insurance to transit it. The problem is the Strait is being viewed as a "shooting gallery." Iran has hit 16 ships and killed more Mariners than he US Military has lost in this war, No one wants to be the "duck."

Looking at Goldman Sachs Research gives a good timeline for thinking about the Strait of Hormuz * March 4, Hormuz flows would recover in 5 days. * March 9, they pushed that to 10 days * March 11, they extended it again to 21 days of very low flows before a 30-day gradual recovery. Goldman's thinking was similar to mine. On March 4th, I ASSUMED the US Military had an active plan to open the Strait. Between March 4th and March 11th, my thinking (like Goldman's) evolved when we both realized they either had the wrong plan or no plan and are currently struggling to figure out what to do. This is no longer a War with Iran It is now a War to reopen the Strait of Hormuz

@notthreadguy His IQ is considerably higher than most who mock him every day

few are considering the full implications of michael saylor being right

@arthur0x @toly Completely agree

@toly No, the best case already take into account immediate ceasefire and the time it takes for shipping companies to feel safe enough to sail through SOH. This is not about insurance but the safety of the vessels and crew here. No shipping companies gonna risk their ships blowing up

The current situation went from my base case to the worst case scenario in the past 24 hours.

@AriDavidPaul @POLITICOEurope How much is Israel paying you to respond to every anti war tweet? It’s genuinely bizarre

@POLITICOEurope Khameini and Iran’s leadership admitted otherwise. The whitewashing is surreal.

Iran had not posed a “direct threat” to Europe or the United States before the attacks by the U.S. and Israel earlier this month, Poland’s Foreign Minister and Deputy Prime Minister Radosław Sikorski said. politico.eu/article/no-dir…

@0xdasha Ireland 🤣

what world war 3 would look like today according to chatgpt pro

@Galois_Capital Jesus when did you get on the Trump payroll

Well deserved. The movie was a lesson in aesthetics. A look behind the scenes at the pomp and circumstance of American aristocracy. Distinctly American in grace and class, both more grounded and more visible/open than the European style.