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PolyCopy

@PolyCopy_trade

Copy top @Polymarket traders instantly • Automated copy trading with real-time execution • Start winning smarter, not harder • Join PolyCopy today

New York , USA Присоединился Şubat 2026
74 Подписки318 Подписчики
PolyCopy
PolyCopy@PolyCopy_trade·
@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
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Spencer Hakimian
Spencer Hakimian@SpencerHakimian·
🚨BREAKING: QATAR DEMANDS IMMEDIATE CEASEFIRE TO IRAN WAR
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PolyCopy
PolyCopy@PolyCopy_trade·
@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
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zerohedge
zerohedge@zerohedge·
*US AUTHORIZES DELIVERY, SALE OF CRUDE OIL FROM RUSSIA
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PolyCopy
PolyCopy@PolyCopy_trade·
@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
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇫🇷 President Macron says France will not join any military effort to forcibly open the Strait of Hormuz.
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PolyCopy
PolyCopy@PolyCopy_trade·
@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
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The S&P 500 erases losses and turns green as US oil prices fall below $93/barrel.
The Kobeissi Letter tweet media
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PolyCopy
PolyCopy@PolyCopy_trade·
@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
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Carlos
Carlos@Mawhit095·
@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
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Alex Mason 👁△
Alex Mason 👁△@AlexMasonCrypto·
🚨 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.
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PolyCopy
PolyCopy@PolyCopy_trade·
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
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Ricardo
Ricardo@Ric_RTP·
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.
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PolyCopy
PolyCopy@PolyCopy_trade·
@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
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Annmarie Hordern
Annmarie Hordern@annmarie·
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?
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PolyCopy
PolyCopy@PolyCopy_trade·
the ultimate hedge against chaos is a coin flip to hold $70K today. 48.5% odds above $70K on March 20 with real money behind it. Strategy holds 761K BTC at a $70K average and the market is genuinely undecided whether that position ends the month green or red. the hedge is working exactly as chaotically as the thing it was supposed to hedge against
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Michael Saylor
Michael Saylor@saylor·
Bitcoin is the ultimate hedge against chaos. $BTC
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PolyCopy
PolyCopy@PolyCopy_trade·
Dubai is within missile range of Iran, built on sanctioned money flows that just got cut off, and has zero mutual defense treaties with anyone. the exit plan was always Emirates first class. now the flights are full and the insurance premiums on every building in DIFC just tripled
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Nostra, House of Gold
Nostra, House of Gold@Nostre_damus·
I don't know who needs to hear this but If you're in Dubai, get the fuck out get on a plane, a train, an automobile, walk if you have to
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PolyCopy
PolyCopy@PolyCopy_trade·
@WatcherGuru $25B is the Pentagon line item. the real cost is the oil premium: Brent went from $75 to $116 in three weeks. the US imports 6M barrels/day — thats an extra $246M per day in import costs alone. the war pays for itself in reverse. ceasefire by March 31 at 7.5% with $13M traded
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸🇮🇷 US war with Iran has now cost an estimated $25,000,000,000 since strikes began.
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PolyCopy
PolyCopy@PolyCopy_trade·
the IRST data is the real prize but the operational cost is worse. every future F-35 sortie 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
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Dr. Syed Mohd Murtaza مرتضیٰ
Hitting F-35 during a combat mission over Iran is going to change many things for this stealth aircraft. IRST lock gave heat detection range of F-35. It showed at which speed & altitudes, the stealth coatings failed against infrared sensors. F-35's infrared fingerprint is a priceless record for Iran now. This would be transferred to friendly countries. It will help in developing sensors to identify & target it. After 19th March 2026, the pilots of F-35 will fly defensively. This will degrade their effectiveness. They are no more invisible.
Dr. Syed Mohd Murtaza مرتضیٰ tweet media
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PolyCopy
PolyCopy@PolyCopy_trade·
sending B-1Bs after an F-35 got hit is escalation math, not retaliation. each B-1B carries 84 JDAMs. five of them is 420 guided bombs in one sortie. but the F-35 incident proved Iranian air defenses can track stealth at close range. ceasefire by March 31 at 7.5% with $13M traded. nobody is pricing de-escalation
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PolyCopy
PolyCopy@PolyCopy_trade·
@barneyxbt the real death isnt institutions or ETFs. its that BTC now trades like a leveraged S&P proxy during every macro event. Hormuz closes and BTC drops 48% in lockstep with equities. 53.5% odds above $70K today. the hedge became the beta
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barney
barney@barneyxbt·
people are leaving crypto in numbers i’ve never seen in 9 years on this space and I get it. we turned this space into the exact thing it was built to destroy. institutions own it now. etfs, kyc, regulated everything. the 100x is dead. that era is gone. you’ll be lucky to pull a 2x going forward and you’ll be grateful for it like a boomer staring at their 401k statement. that’s what institutional adoption actually looks like. nobody told you the tradeoff was giving up everything that made crypto worth being early to and the last window for real money was memes. but memes are also ironically the final nail in the coffin. we allowed every dollar to be drained out of the ecosystem and funneled it to insiders while retail held bags and pretended it was still fun lmfao we literally destroyed the greatest financial revolution of our lifetime from the inside and now everyone’s shocked it doesn’t feel the same it doesn’t feel the same because it isn’t
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PolyCopy
PolyCopy@PolyCopy_trade·
selling gold FOR dollars during a war is the dirham peg working as intended — and as a trap. UAE, Qatar, Kuwait can't devalue to absorb the shock, so they sell the most liquid non-dollar asset they hold. the dollar isn't being chosen as a safe haven. it's being chosen because the peg leaves no alternative.
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PolyCopy
PolyCopy@PolyCopy_trade·
@EthanLevins2 the 10-minute gap between the statement and the F-35 hit is going to live rent-free in every war press briefing for the next decade. you can't script that. Iran didn't need propaganda — the timeline wrote itself.
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Ethan Levins 🇺🇸
Ethan Levins 🇺🇸@EthanLevins2·
10 minutes after he said this, Iran hit an F-35 for the first time in History with anti-air defenses.
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PolyCopy
PolyCopy@PolyCopy_trade·
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 isn't a service — it's the tell. the question isn't whether private credit cracks. it's who gets out before the quarterly marks admit it.
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PolyCopy
PolyCopy@PolyCopy_trade·
raising $100B to buy factories and automate them with AI while Hormuz is closed and 17% of global gas supply is offline for 5 years. the manufacturing companies he wants to buy need energy that just got 55% more expensive in three weeks. the fund is betting the war ends. 4.25% odds say it ends by March 31
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PolyCopy
PolyCopy@PolyCopy_trade·
@cspan Japan hosts 54,000 US troops, stores nuclear weapons components at Yokosuka, and just signed a $10B joint defense package. Pearl Harbor was 84 years ago. the current alliance subsidizes every F-35 sortie over Iran right now. the joke landed. the math didnt
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CSPAN
CSPAN@cspan·
Q: "Why didn't you tell U.S. allies…about the war before attacking Iran?" President Trump: "We wanted surprise. Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor?"
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PolyCopy
PolyCopy@PolyCopy_trade·
pitching a pipeline through 1,500km of desert that crosses Jordan, Saudi Arabia, and at least two countries that havent agreed to it yet. ceasefire by March 31 at 6.5% with $13M traded. the pipeline requires a peace that the market gives a 93.5% chance doesnt exist by end of month. hes selling the post-war map while the war is still drawing it
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Power to the People ☭🕊
Power to the People ☭🕊@ProudSocialist·
NEW: Netanyahu just revealed the real reason for the war. It has nothing to do with nukes as Iran doesn’t have them. The real reason for the war is Oil. He divulges the plan is to build oil pipelines from the Arabian peninsula to Israel’s ports to bypass the Straight of Hormuz.
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