https://x.com/i/status/2042320714988937696
Some hormuz details
Im still of the opinion that risk markets are wrong
Some hormuz details
Im still of the opinion that risk markets are wrong
X (formerly Twitter)
Alexander Stahel 🌻 (@BurggrabenH) on X
I’m cutting expected Hormuz exits to 10 vessels/day across all classes, hopefully starting next week. This isn’t a reopening, it’s an execution nightmare.
Entries? Near zero, ex Iran’s dark fleet. No inbound flow means no network normalization.
Backlog…
Entries? Near zero, ex Iran’s dark fleet. No inbound flow means no network normalization.
Backlog…
👍3
#teamstone Crypto Corner
💸💸💸 proveX: could be better could be worse after alot of fuckups around the lunch i am at around 1.2x here pool saccers 2x if you only put in 200 bucks you might be abit less than breakeven for me not enough to sell here so will hold abit but scale out…
👀👀 proveX
sold 70% thus far. overall sitting on small but fairly neglicible profit
start was promising but pullback was alot deeper than i hoped for + macro not great so gotta take wat you can get bc i certainly wont roundtrip this crap
sold 70% thus far. overall sitting on small but fairly neglicible profit
start was promising but pullback was alot deeper than i hoped for + macro not great so gotta take wat you can get bc i certainly wont roundtrip this crap