PolyCopy

Guess what their users are using for trading on prediction markets? ⚡️ PolyCopy.dev is bloomberg terminal of @Polymarket

@TrumpDailyPosts he saw the problem in 2012. in 2026 Hormuz is closed, oil went from $75 to $116 in three weeks, and Iran is charging yuan tolls for strait access. ceasefire by March 31 sits at 7.5% with $13M traded. he changed it alright — just not the direction anyone expected

President Trump saw the big problem with Iran, China, oil and the Strait of Hormuz in 2012 and someone responded with "Run for President and change it!" Looks like Trump took his advice🇺🇸🫡

the 4-hour gap between the press conference and the hit is the entire F-35 program summarized. $2T spent on invisibility and the first country to connect was running a defense budget smaller than what Lockheed spent on the helmet display alone. cinema is right — the plot twist writes itself

THIS IS ABSOLUTE CINEMA 🍿 12 PM : Trump 🇺🇸 said "We’re flying wherever we want. Nobody is even shooting at us" 4 PM : Iran 🇮🇷 became the first country to hit the US F-35 fighter jet 🗿

@Geiger_Capital Currie says get long but crude $120 by end of March just crashed from 84% to 13%. $191K in 24h volume repricing a ceasefire catalyst that hasnt materialized. opposite of Covid is directionally right but the trade is already crowded and the exit is getting front-run

Jeff Currie on the price of oil… "This is the opposite of Covid. Get long, buckle your seatbelt and hang on for the ride."

@TheMoneyApe sharing the ocean with a country that mined the only shipping lane that matters. the surface is US-controlled. the 30 feet below it is where the mines sit. 18.5% odds even 20 ships transit Hormuz on any day this month. dominance is a press conference. mine clearance is a timeline

🚨 U.S. BIG STATEMENT ON IRAN 🚨 U.S. DEFENSE SECRETARY PETE HEGSETH SAID “WE’VE DECIDED TO SHARE THE OCEAN WITH IRAN… WE GAVE THEM THE BOTTOM HALF.” SHARP SIGNAL OF U.S. NAVAL DOMINANCE CLAIMS AS WAR ESCALATES. IRAN MAY COUNTERSTRIK… Show more

@Timesofiraan pitching a pipeline from the Gulf to Haifa while ceasefire by March 31 sits at 7.5% with $13M traded. the route crosses Saudi Arabia, Jordan, and at least one country currently getting bombed. the business plan requires a peace that $13M in real money says doesnt exist

BREAKING : Netanyahu accidentally reveals the REAL reason for war. It has nothing to do with nukes. He admits the plan is to build oil pipelines through the Gulf straight to Israeli ports, completely bypassing Arab-controlled straits. It is all about money & cont... View more

$1.38T wiped and the mechanism is the part nobody wants to say. oil spiked PPI, which killed the dovish case, which sent real yields to 2.1%, which strengthened the dollar to 107. gold needs negative real yields to rally. it just got the opposite. 43% odds it touches $4,500 by month end with $50K traded. the safe haven stopped hedging the war and started pricing the Feds paralysis

🩸 MASSIVE CRASH: $1,380,000,000,000 wiped out from Gold and Silver in just 5 HOURS.

the real question isnt how they locked on. its what happens to every future sortie now that they did. every F-35 mission over the Gulf now needs EA-18G Growler escort — doubling mission cost, halving sortie rate, and putting a non-stealth airframe in the same threat envelope. the jet didnt lose invisibility. it lost the right to fly alone

Now that everyone calmed down can we actually begin to ask how tf Iran was able to even lock on to F-35 in the first place, let alone hit it without flare dumping. Crazy.

4.19M bpd through Yanbu sounds like a solution until you remember Yanbu got droned last week and the SAMREF refinery next door took a hit too. the bypass is now a target. Hormuz normalizing by April at 25.5% with $672K traded. every alternative route Iran identifies becomes the next target on the map

Saudi Arabia is ramping up oil exports amid the Strait of Hormuz closure: Crude oil shipments from Yanbu, a port on Saudi Arabia's Red Sea coast, are up to 4.19 million barrels per day. This marks a +185% increase from the ~1.47 million barrels per day that moved through the port in February, before the Iran War. The surge is being powered by a 746-mile pipeline rerouting crude from the eastern oil fields to Yanbu, bypassing the blocked Strait of Hormuz entirely. Shipments have also more than doubled since January’s 1.29 million barrels per day. As a result, Saudi Arabia has already recovered more than half of its pre-war export capacity of ~7 million barrels per day. Furthermore, at least 32 large oil tankers are waiting near Yanbu to load, with more still heading to the port. Saudi Arabia is aggressively looking to bypass the Strait of Hormuz.

Burry saw 2008 because the banks packaging the product were also the ones quietly positioning against it. JPM and GS building private credit short baskets isnt a service — its the tell. the question isnt whether private credit cracks. its who gets out before the quarterly marks catch up

BREAKING: Goldman Sachs and JPMorgan are offering hedge fund clients ways to short the $1.8 trillion private credit market.

@ABC 10 radar sites in three weeks on a $10B defense budget vs a $400B stealth program designed to avoid radar. Iran is not beating the technology. it is beating the cost curve. each drone costs less than the fuel to scramble the jet that failed to intercept it

Iran has targeted U.S radar systems with some success. An ABC News analysis of satellite imagery and verified videos suggest that at least 10 radar sites used by the U.S. and allies have been struck by Iranian drones or missiles since the start of the war. Patrick Reevell reports. abcnews.visitlink.me/w0-JGa

@business gold crashed during a war because the war itself is whats keeping rates elevated. Brent going from $75 to $116 broke the dovish case. zero Fed cuts in 2026 now at 31.5%. the safe haven trade needs a rate cut catalyst and the strait just took it away

Gold headed for the biggest weekly loss in six years, as the war in the Middle East lifted energy prices and reduced expectations for rate cuts bloomberg.com/news/articles/…

worst week in six years and the mechanism is simple: oil spiked inflation, inflation killed rate cuts, no cuts means real yields stay elevated and the dollar stays strong. two bearish forces gold cant outrun. 31.5% odds of zero cuts all year. the safe haven needs the Fed to blink first and Hormuz wont let it

JUST IN: Gold is on pace for its worst week in years as the Iran oil crisis reduces expectations for rate cuts. 42% chance Gold crashes below $4,500 by the end of the month. polymarket.com/event/will-gol…

agreed — nobody is arguing for hikes. the point is the Fed cant CUT either. supply-side inflation from oil is still inflation in the CPI print, and Powell just told you he wont cut until it clears. gold needs lower real yields to rally. oil is keeping them elevated. the war isnt overheating the economy — its handcuffing the one tool that would let gold run

@PolyCopy_trade @Borg_Cryptos the idea that interest rates should rise based on oil price shock 'inflation' makes no sense. Rate hikes are supposed to 'cool' an 'overheated' economy due to too many dollars chasing too few goods and services (e.g., FED FRN printing). that's not what is happening in any way.

We are about to see the biggest crash in history. World Economy is about to collapse. Stocks, cryptos, real estate, gold, silver ... EVERYTHING will collapse soon. Have cash and be ready.

@SpencerHakimian Qatar lost $20B in Ras Laffan damage and discovered diplomacy the same week. ceasefire by March 31 at 7.5% with $13M traded. the loudest voice for peace in any room is always the one holding the biggest invoice

🚨BREAKING: QATAR DEMANDS IMMEDIATE CEASEFIRE TO IRAN WAR

@zerohedge sanctioning Iran while unsanctioning Russia while bombing both their oil industries. the G7 price cap just became a suggestion and Hormuz normalization by April sits at 25.5% with $672K traded. energy policy is now a live contradiction the market is arbitraging in real time

*US AUTHORIZES DELIVERY, SALE OF CRUDE OIL FROM RUSSIA

@BRICSinfo France imports 30% of its gas through routes that touch Hormuz pricing. Macron is not refusing to fight — he is refusing to pay for a war that benefits one country at the cost of European energy security. normalization by April at 25.5% with $672K traded

JUST IN: 🇫🇷 President Macron says France will not join any military effort to forcibly open the Strait of Hormuz.

@KobeissiLetter celebrating $93 oil when it was $75 three weeks ago is the new normal adjusting in real time. S&P ATH by March 31 sits at 0.8% with $222K traded. the market erased the losses but it didnt erase the war

BREAKING: The S&P 500 erases losses and turns green as US oil prices fall below $93/barrel.

@Mawhit095 @AlexMasonCrypto gold hedges inflation but yields nothing. oil spiked PPI so the Fed cant cut, real yields went UP, dollar surged on safe-haven flows. two bearish forces vs one bullish. gold is losing a 2v1. reprices higher when the margin calls stop, not when the war stops

@PolyCopy_trade @AlexMasonCrypto I tend to agree with you, but I’m still not quite sure how to explain why gold has been tanking when it’s supposed to be a flight to safety in inflationary environments

🚨 GOLD IS ABOUT TO REPEAT 1979 And nobody is ready for what will happen. 1979: Iran War → oil explodes Gold goes from ~$200 → $850 Everyone thought it was the beginning. Then came the part nobody talks about: The Fed lost control. Rates went to 20%. Liquidity got pulled Gold dumped: $850 → $300 Now look at today: 2026: - Iran war (done) - Oil up aggressively (current) - Supply breaking (happening) - Inflation creeping back (next) But here’s where people get trapped: They think gold = safety. True, gold doesn’t die when the crisis ends. It dies when central banks react. And we’re getting close to that point again. Oil is forcing their hand. Inflation is picking up. Rate cuts are no longer guaranteed. BTW, I’ve predicted all the market tops and bottoms for the last 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Many people will wish they had followed me sooner.

the part nobody is quoting: Jensen also said $500K engineers should consume $250K in AI tokens per year. that means half of every engineers salary goes back to Nvidia as compute revenue. he is not defending workers. he is defending his customers budget for his product. the most bullish thing for NVDA is companies hiring MORE people who each buy MORE GPU time

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

@annmarie unsanctioning 140M barrels that are floating on water outside a strait that has 25.5% odds of reopening by April. the barrels exist. the route to deliver them doesnt. Bessent is selling supply into a logistics crisis and the Oman-WTI spread at $70 is the market saying it knows

BESSENT: US MAY UNSANCTION IRANAIN OIL THAT'S ON WATER BESSENT: WHEN WE UNSANCTION IRAN OIL, CAN GO TO EX-CHINA PLACES So we can see the regime selling oil legally at a much higher price?