btc_torque ⚡ ₿

"Cara, você tem muita sorte de ter comprado #Bitcoin tão cedo”.

• ​A Conclusão: ​À medida que o mundo se fragmenta e moedas fiduciárias tornam-se armas políticas, ativos neutros e finitos deixam de ser "teoria" para virarem necessidade de sobrevivência.

• ​O Gatilho: Um custo logístico em Hormuz (US$ 1/barril) equivale a 281 BTC/dia. • ​O Conflito: Esse valor absorveria quase toda a emissão diária da rede (450 BTC), provando o quão escassa a moeda realmente é frente à economia real.

Uma nação sancionada erguendo um tesouro soberano e contornando o sistema SWIFT em tempo real. ​Esta é a maior história geopolítica do Bitcoin e a prova final da "Teoria dos Jogos" na prática. O Bitcoin não é mais apenas um ativo; é uma ferramenta de sobrevivência estatal. 🔥

Considerando o fluxo pré-crise de 130 navios/dia: • Diariamente: 3.611 BTC • Mensalmente: 108.333 BTC • Anualmente: 1,3 milhão de BTC ​Enquanto a rede Bitcoin minera apenas 450 BTC/dia, o Irã sozinho drenaria 8 vezes a emissão mensal global. Todo mês.

🇮🇷 O Irã instituiu um pedágio de US$ 2 milhões por navio para a travessia do Estreito de Ormuz. O pagamento? Bitcoin, Stablecoins ou Yuan. 😳 ​O dólar foi oficialmente banido da maior artéria petrolífera do mundo. ​A US$ 72.000 por BTC, cada navio custa 27,7 BTC.

@fernandoulrich Teoria dos jogos em tempo real. Foi para isso que o Bitcoin foi construído. O Bitcoin não é mais apenas um ativo; é uma ferramenta geopolítica de sobrevivência.

Irã vai exigir pagamento em bitcoin no pedágio de passagem pelo Estreito de Ormuz. De acordo com o Financial Times: "Hamid Hosseini, porta-voz do Sindicato dos Exportadores de Petróleo, Gás e Produtos Petroquímicos’ do Irã, disse ao FT na quarta-feira que o Irã queria cobrar taxas de pedágio de qualquer petroleiro que passasse e avaliar cada navio. “Assim que o e-mail chegar e o Irã concluir sua avaliação, os navios terão alguns segundos para pagar em bitcoin, garantindo que não possam ser rastreados ou confiscados devido a sanções”, acrescentou Hosseini." Quando o dólar é usado como arma geopolítica, o bitcoin é usado como arma de defesa.

@BitcoinMagazine @TrueSourceBot is this legit?

BREAKING: 🇮🇷 Iran is accepting bitcoin for transit toll payments — Financial Times

@stackhodler Do yourself a favor, reassessment this post in two months @stackhodler.

The 2022 Bitcoin bear market sliced right through the 50 month moving average before spending 7 months below it. But for now, it's acting as support in this bear. And the "fuel" for a new run is already close to where it was at the end of the last bear. Watching this.

Como já era esperado: barril de petróleo cotado em $115, a conta chega. 🌮

@lynk0x Tell me you don't understand self-custody without telling me... 🤡 ​If they kept their seed phrase, they're paying a $10k reward for a $70 hardware replacement and some car keys. 💀

Look closely, you’ll know why it’s $10K.

@CalebFranzen The amount of words in this post is inversely proportional to the amount of BTC you actually sold. Shrimps post "I’m prepared to buy" manifestos. Big players just buy. You’re just a retail trader stuck in USD while the cycle passes you by @CalebFranzen.

More than a week ago, I transferred a significant amount of cash into my crypto brokerage account. I haven't made any purchases w/ that capital yet, but the significance of this is clear: Not only am I prepared to buy buy the remaining 80% of what I sold in Nov.'25 at $97k, but I'm also planning to allocate even more capital to gain even more BTC exposure than I've ever had before. Yes, this is a bear market. No, I don't know how long Bitcoin will stay in this bear market. No, I don't know how low Bitcoin's price will go in this bear market. All I know is what I can quantifiably prove. And I can prove, in a myriad of ways, that Bitcoin has flashed several independent accumulation signals on various long-term timeframes. I'm still waiting for one more accumulation signal to flash. I've kept premium members up to date with all of them that have flashed, and even told them to watch for them BEFORE they flashed. I literally Babe Ruth'd that shit. So, right now, I believe that it's permissible for me to buy Bitcoin at/near/below these current levels, based on my own personal convictions, my time horizons, my risk appetite, my liabilities, etc., etc. Is it permissible for you? How would I know. I can only tell you what I'm doing, why, and show you the data to support my actions. Just like when I told investors that I was selling at $97k. Since February 2025, I told people the exact conditions that would force me to flip bearish and how I would react in that environment. Then the signal flashed and I sold. I never told anyone else to sell. So I'm not going to tell you to buy here either. I'll only tell you that I'm a buyer, even if I suspect that there's a good chance for prices to fall lower in the short-term. Over the next 2, 3, 5, + years, I'm not worried at all. I have income. I have a large asset base. And I want to accumulate more assets. Being an investor quite literally means that you risk getting poorer in the short-term while withstanding volatility and market pressure. It's what we sign up for. If you aren't prepared for that (and how to handle it properly), then you're in the wrong game. Premium members of Cubic Analytics know exactly what I'm looking for next in order to make my biggest purchases ever. If you aren't one of them, it's time to click the link in my bio and actually join the team so that you have the access to my plans. Lock in, embrace nuance, and good luck.

@KobeissiLetter We’re all just sitting here watching him keep the deal on life support, waiting for someone to finally have the decency to pull the plug so we can get on with the funeral.

@KobeissiLetter At this point, his "deadlines" have the life expectancy of a terminally ill patient who refuses to die just to spite their heirs. ​It’s less of an ultimatum and more of a slow-motion euthanasia for international relations.

BREAKING: President Trump might delay his Tuesday 8 PM ET deadline on Iran “if he sees a deal is coming together,” per Axios. This would mark the 5th time President Trump has delayed his ultimatum.

@RenantZanella Assistiu a dois vídeos do Ulrich e já se sente o arauto da macroeconomia. Repetir bordão sem checar o dado é o primeiro passo para virar piada. x.com/i/status/20404…

"Imóvel sempre valoriza." É a frase mais cara da história financeira do brasileiro. O mito é que os imóveis são reserva de valor, protegem contra inflação e geram renda passiva confiável sempre. A realidade dos dados: A partir de diferentes bases de dados, constatamos que o retorno de imóveis residenciais no Brasil ficou abaixo da inflação (considero apenas preço do imóvel aqui, sem o fluxo). Retorno real negativo. Ou seja: quem comprou imóvel como reserva de valor perdeu poder de compra. Só a partir de meados de 2025 os imóveis residenciais começaram a bater a inflação levemente, depois de anos no negativo. E isso ainda sem considerar os custos reais de possuir um imóvel: — ITBI + taxas de aquisição: mais de 4% do valor — IPTU: 0,8% ao ano sobre o valor do imóvel — Vacância: em 5 anos, pelo menos 5 meses sem aluguel é uma estimativa justa — Manutenção, administração, eventuais reformas Quando você desconta tudo isso, o retorno real de um imóvel residencial para fins de investimento é significativamente inferior ao que a maioria calcula. Não estou dizendo que imóvel não tem lugar na carteira. Estou dizendo que a decisão precisa ser baseada em números, não em narrativa

@end3of6days9 1 casascius coin > massive coin collection

This guy just sold a massive coin collection… for $53,100 cash on the table. 🤑🪙 Watch this crazy resale deal. A seller brings in coolers full of silver coins, gold, American Eagles, graded pieces — literally bags and bags of it. The reseller starts sorting, weighing, and calculating melt values right there on the table while they casually chat. They go through loose silver ounces, fractional silver, gold grams, and eagles… crunching numbers the whole time. After all the math, they land on a final number: $53,100. The seller even says this is only about a quarter of what he still has in the safe! It’s one of those “do you cash out or hold on?” moments that makes you stop and think. Would you have sold it all right there… or would you have held onto it? Personally, I would have held. 💰

Paraguai querendo fiscalizar suas criptos? É rir para não chorar... 🤡 ​Depois do vazamento colossal de 5 milhões de dados do Registro Civil, o governo paraguaio 🇵🇾 ainda tem a audácia de pedir detalhes sobre suas carteiras de cripto. x.com/i/status/20403…

@predyx_markets Market says: 82% chance it won't happen. 📉 With only 18% probability priced in, $85k by April 30th looks more like "hopium" than reality. The clock is ticking and the data is cold. Reality check > Undervalued move. 🚫🎯

April target for Bitcoin: $85,000 🎯 Market says… not so fast. Only 18% chance priced in 👀 Undervalued move or reality check? beta.predyx.com/market/will-bi…

@alicharts “Time in > timing” The 3-day Death Cross historically preceded the final leg down (+45-52% extra downside avg). We’ve already corrected ~50% from Oct 2025 high. BTC is now around $66.657. I think the bottom will be around $54k at most — not the 40-50% reset you expect.

A final shakeout could set up one of the best opportunities to build a Bitcoin $BTC position. Based on past 50/200 SMA crosses, a 40%–50% reset remains possible.

@alicharts "Time in > timing” The 3-day Death Cross has historically come before the final leg down (average of +45-52% additional downside in past cycles).We’ve already seen roughly 47-52% correction from October 2025 top. Still be more correction before the real final accumulation window.

Following the October 2025 peak, Bitcoin $BTC has already seen a 52% correction. On February 27, 2026, we saw the 3-day SMA cross once again. As of today, we are exactly 30 days into this signal. If history "rhymes," we are likely entering the Final Accumulation Window of this cycle within the next 3 to 6 days.

@NeelMacro @WatcherGuru @TrueSourceBot is this legit?

Full Report: Nobody is talking about what Iran is actually doing at Hormuz right now. They did not just close the strait. They turned it into a tollbooth. Ships that want to pass through must be from countries Iran considers friendly. And they must pay fees. In Chinese Yuan or crypto. But here is the angle nobody is connecting. Iran will not accept stablecoins. USDT and USDC are both pegged to the US dollar. Accepting them defeats the entire purpose. Washington can freeze dollar-backed assets. Iran knows this better than anyone. So if crypto is the payment rail at Hormuz the only logical choice is Bitcoin. Think about what that means. Every ship paying to pass through the world's most critical oil chokepoint could be buying Bitcoin to do it. 20 million barrels of oil flow through Hormuz every single day. Even a fraction of that trade settling in Bitcoin creates real sustained buying pressure. This is not a retail trade. This is sovereign level Bitcoin demand born out of geopolitical necessity. Iran just accidentally made the case for Bitcoin as a neutral global reserve asset better than any crypto influencer ever could. Watch Bitcoin if a deal gets done and Hormuz traffic normalises. The ships moving through that strait may be moving Bitcoin too. Follow @NeelMacro. The next move is already in the data. Rest. #DYOR

JUST IN: 🇮🇷🇨🇳 Iran demands ships transiting through the Strait of Hormuz to pay fees in crypto or Chinese yuan, Bloomberg reports.