Bit_2_easy
2.7K posts


The next Fed chair believes Layer 2s are the way to scale Ethereum

Financial Times@FT
Fed chair nominee Kevin Warsh reveals assets worth over $100mn ft.trib.al/FZcMKOL
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@_10delta_ Right at point, you just missed POTUS will attent UFC during negotiations
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Starting to think that we are currently witnessing the transition from Step 4 to Step 5 in Trump’s 7 Steps of Maximum Pressure.
Step 1. US has already “Asked for the Moon” (initial pre-conflict demands)
Step 2. “Whipped out the Big Button” (decapitated Iran leadership, destroyed Iran Navy,..)
Step 3. “Punch Someone in the Mouth” (Infrastructure Day)
Step 4. Break Bread, Make Friends ->
The ceasefire is the magnanimous gesture.
Trump went from “a whole civilization will die tonight” to “workable basis for negotiation” & “Golden Age of the Middle East” within a few hours.
He “accepted” Iran’s 10 point plan as a starting framework after calling it “not good enough” the day before.
He invited delegations to Islamabad.
Markets rallied & the world exhaled.
Now you sit down, you break bread, you behave generously & you make the other side believe the deal is real & imminent.
Which means that the walkaway (Step 5: Leave the Bride at the Altar) hasn’t happened yet.
The Islamabad talks on April 10 are the altar.
Vance, Witkoff, & Kushner fly in.
Pakistani mediators set the table.
Iran sends a delegation (probably led by Araghchi or Ghalibaf).
The optics will suggest momentum.
The world will believe a deal is forming.
Then, if Iran doesn’t concede to a favorable deal for the US..
Trump walks away.
If Iran’s version of “reopening” amounts to escorted convoys under IRGC coordination rather than unconditional free passage, Trump can declare the ceasefire condition unmet.
He goes back to Truth Social: “Iran has NOT opened the Strait. They are playing games. The deal is OFF.”
Oil spikes & markets panic again.
Iran, having already made concessions (accepting the ceasefire, sending a delegation, publicly engaging), is now in a worse position than before, because the world saw them come to the table & now fail.
The blame now rests on Iran, they are now the “unreasonable party” that is causing an economic calamity.
The external & internal pressure on Iran to concede will intensify dramatically.
That’s when we get to Step 6 (Kiss & Make Up).
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@insiliconot @FirstSquawk Regime changed,
No nukes anymore,
Us won,
Chery on top they made Khamenei younger
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@FirstSquawk what objectives, literally nothing changed
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You can't make this up:
Iran's trading advice to US investors actually worked.
At 4:12 PM ET on Sunday, Iran's Speaker of the Parliament said pre-market news is a "reverse indicator" and if they "dump" the market, then "go long."
At 6:00 PM ET, S&P 500 futures opened nearly -1% lower and fell just 30 points away from correction territory.
By 11:00 PM ET, S&P 500 futures had reversed all losses and turned green.
Then, at 7:25 AM ET today, President Trump posted that "great progress" is being made on Iran peace talks.
Now, the S&P 500 is trading +100 points above its low seen just hours ago, adding +$900 billion in market cap.
We are in the most unusual times in market history.

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Trump in the next few days:
“WE TRIED TO MAKE A DEAL BUT THEY WENT BACK ON IT! TOTAL BETRAYAL! WE TRIED!
THE IRANIAN LEADERS CAN NO LONGER BE TRUSTED — WE, THE UNITED STATES, MUST ACT WITH URGENCY AND EXTREME HOSTILITY BEFORE THEY SWINDLE US AGAIN! IT WAS A GREAT DEAL WE HAD… BUT THEY COULDN’T STICK TO IT… SAD! THANK YOU FOR YOUR ATTENTION TO THIS MATTER - DONALD J TRUMP.”
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@perry8888_ He will then go and raise few more billies for moar cash reserves rrright?
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If all $21B in STRC is filled, Saylor is on the hook for an additional ~$2.415B/year in new incremental dividend obligation
Plus the current ~$1B a year, the cash reserve would only cover 8 months of dividends
Michael Saylor@saylor
Strategy announces new $21 Billion $STRC ATM Program and new $21 Billion $MSTR ATM Program. strategy.com/press/strategy…
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@Bit_2_easy Iran was mining at 2k cost basis cuz they stole from people using cheap energy .. like insane
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