floorboss

my new polymarket ref link from the program: polymarket.com/?r=hild if your still not using the platform to pick up passive yield or create interesting hedges then u better start now! $POLY will launch in the top 10 and u don't wanna be that guy who didn't make a dollar u guys know i don't shill refs ever but for this i will of course make an exception

@citrini @tempo @Stable beat you to it!

$POLY 25B+ FDV at launch at the bottom of the bear market and you can FSH and buy BTC / Gold and do nothing for 3 years Trading is really super simple Use the fucking reflink people x.com/itslirrato/sta…

@CavanXy At which point we will buy the shit out of the cyclical bottom Cheers to a few months from now 🤣🤝

"Well, in fact people should be THANKING ME for offering the greatest discounts ever, discounts like nobody has ever seen before" Trump's response when asked about the stock market in a couple of months time

@captain_kole kole world

80k waiting room

@_10delta_ @GarrettBullish

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February. Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance. The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible. 1st was Europe, which laid the groundwork. The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40. Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT. Europe was transformed from a customer with options into a captive market now purchasing its survival in USD. 2nd was Syria. The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean. The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed. This isolated Iran geographically & cleared the path for what came next. 3rd was Venezuela. In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily. The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone. Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to.. 4th is Iran & the Middle East energy shock. Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled. The only remaining scaled supplier? The United States. If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil. This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system. The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency. The structural repricing is happening regardless of how the conflict resolves. But the US grand strategy goes deeper.. Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths. By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale. The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas. On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls.. Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy. Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal. Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass. Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years. Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost. Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first. The US is seizing all 3.

@_10delta_ do you truly believe that's the game this Admin is playing though? 4d chess? i dont know.

This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. Complete energy dominance by the US & a clearing out of the Iran threat that allows the US to focus on handling China.

Damn my grammar is so bad lol Sorry

Lastly, that point of deep honesty, for me at least, stems from God or something greater than you and I That’s why I believe that God is the foundation of provider of all things Without God —> no understand of honesty —> poor discretion —> bad trades, loss money and blow up

This concept in business of mental drag because your a slave to your investors is the same concept in markets as being a slave to your PNL Do not trade because you need money Trade because you have a system and identify an opportunity that in your view is genuinely worth it That word ‘genuinely’ is where the discretion lies That discretion comes from developing some deep honesty.

@holy_moses7 Is there a precedent for someone dying in one of these markers though? Like I remember for khamenei it was a big deal cuz that nigha is old Would they resolve yes?

You can still make 1% yield in seven days by buying that Netanyahu is alive and will not resign in the next week.

@0xFleck @smartestmoney I can give u a first hand account that this is 100% true Post airdrop I will never hold capital on PM ever when I can just run everything on HL Great points I’ve never even thought of this lol

@ChampionsA13751 im dead 🤣

when i was in a bad phase a while back i always found documenting to make things worse especially if your tryna do it on socials and not just personal notes if that's something u feel inside u as well would recommend completely going awol and disconnecting from journaling the journey and simply trying to experience it all as it is to gain some fresh perspective anyways goodluck my boy the long path is always the right one!

Likely going to document it here to keep myself accountable.

Giving this shit one more go…. One last go at it. All or nothing.

free 20% buy as much size as u want

gm friends i am mentally checking out and extending my timeframe on my positioning as well as sizing down i have no interest in caring about these bullshit semantics going on behind the war intended to balance markets one way or another i am confident we end up lower weeks from now have a nice week!

@ncs1912 slowly building it now ye

@user0x33 did you trigger already?

regarding gold this is another idea i will be executing on: long gold, short btc 3x vol ratio the environment feels PERFECT it looks so sexy at 16 i will put it on...

@mytaxbt it's one rolling vwap and an 8 year old S/R level lol very simple i don't use TA like dat

@user0x33 damn doing ta on btc/gold ratio is pretty gambly at those levels especially