

SixthKnowledge
609 posts

@SixthKnowledge
Stormtrooper for the Templars Attempting Polymarket Maxxing Arc Commodities trader (strictly pokemon)




BREAKING: Spot gold extends its selloff to -$400/oz on the day, now trading at $4,500/oz for the first time since February 2nd.

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…




life update: After almost 1.5 years with @HorizenLabs as devrel and solutions architect, I am ready for the next adventure !!! Really enjoyed my time working on @ZKVProtocol and @horizenglobal. I joined during the most crucial time for both the ecosystem @ZKVProtocol was few months away from TGE and @horizenglobal was few months away from migrating into L3. Few things which I really loved working on -> Shipped docs during my first month as devrel -> Built awesome POCs with zkVerify to cover useful privacy usecases -> Conducted online hackathons and workshops -> Curated and organized 2 HackerHouses in Vietnam and NewDelhi with @0xMilica -> Represented Horizen Labs at many privacy and AI focused events as speaker or moderator -> Led technical integrations for our customers -> Architected important integration for B2B leads Special thanks to all for making this journey memorable @rolfversluis @gwendolynregina @AndyJBryant @mattgf @SixthKnowledge @john_camardo @0xMilica and others ...