Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Qatar declared force majeure on Europe.
This map shows exactly why that's a catastrophe.
Look at the LNG flows hitting Asia those thick pink arrows.
Qatargas alone: 77 mtpa. The biggest single LNG facility on earth.
Now it's partially offline.
The damage ripples everywhere:
🇯🇵 Japan almost entirely dependent on Qatar + Gulf LNG
🇰🇷 South Korea same
🇨🇳 China 5.2 mb/d oil AND massive LNG imports from the Gulf
🇪🇺 Europe already scrambling, now Qatar contracts cancelled overnight
And the replacement options?
🇺🇸 US 8 facilities, 107 mtpa. Fully operational. Prices surging.
🇦🇺 Australia Northwest Shelf, Gorgon, Wheatstone. Long way from Europe.
🇷🇺 Russia sanctioned. Not an option for the West.
Every thick pink arrow on this map that used to flow from the Gulf?
Needs a new source.
Right now.
There's only one country with the capacity, the infrastructure, and the political will to fill it.
This map shows exactly why that's a catastrophe.
Look at the LNG flows hitting Asia those thick pink arrows.
Qatargas alone: 77 mtpa. The biggest single LNG facility on earth.
Now it's partially offline.
The damage ripples everywhere:
🇯🇵 Japan almost entirely dependent on Qatar + Gulf LNG
🇰🇷 South Korea same
🇨🇳 China 5.2 mb/d oil AND massive LNG imports from the Gulf
🇪🇺 Europe already scrambling, now Qatar contracts cancelled overnight
And the replacement options?
🇺🇸 US 8 facilities, 107 mtpa. Fully operational. Prices surging.
🇦🇺 Australia Northwest Shelf, Gorgon, Wheatstone. Long way from Europe.
🇷🇺 Russia sanctioned. Not an option for the West.
Every thick pink arrow on this map that used to flow from the Gulf?
Needs a new source.
Right now.
There's only one country with the capacity, the infrastructure, and the political will to fill it.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Every major market crash since 1987 was preceded by one signal.
Oil's 12 month rate of change hitting 100%.
We're at 91% right now.
The historical record:
💥 1987 Crash — Oil ROC >100%
💥 1990 Crash — Oil ROC >100%
💥 Dot Com Bust — Oil ROC >100%
💥 2008 Financial Crisis — Oil ROC >100%
💥 2022 Bear Market — Oil ROC >100%
Every Single Time.
And today?
Hormuz closed.
We're 9 % points away from the threshold that has never failed to precede a market crash.
The S&P is already down 5.4%.
When oil moves this fast economies break.
Will this time be different?
History says no.
Oil's 12 month rate of change hitting 100%.
We're at 91% right now.
The historical record:
💥 1987 Crash — Oil ROC >100%
💥 1990 Crash — Oil ROC >100%
💥 Dot Com Bust — Oil ROC >100%
💥 2008 Financial Crisis — Oil ROC >100%
💥 2022 Bear Market — Oil ROC >100%
Every Single Time.
And today?
Hormuz closed.
We're 9 % points away from the threshold that has never failed to precede a market crash.
The S&P is already down 5.4%.
When oil moves this fast economies break.
Will this time be different?
History says no.
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🇺🇸🇮🇷 US F-15E Downed Over Iran
An F-15E Strike Eagle on a routine mission over southwestern Iran was hit by a Russian-made surface-to-air missile. Traveling at Mach 2.8, the missile’s detonation near the rear caused catastrophic damage.
Despite its power, the F-15E lacks the stealth of newer jets, and Iran’s upgraded air defenses made it vulnerable. The mission ended with the U.S. military’s strict code still in place.
An F-15E Strike Eagle on a routine mission over southwestern Iran was hit by a Russian-made surface-to-air missile. Traveling at Mach 2.8, the missile’s detonation near the rear caused catastrophic damage.
Despite its power, the F-15E lacks the stealth of newer jets, and Iran’s upgraded air defenses made it vulnerable. The mission ended with the U.S. military’s strict code still in place.
🇨🇭 Global One SI - Prompt
“We have to count [the] number of drones we use, efficiency of each of them, cost to kill for every Russian,” says Oleksandr Kamyshin, the architect of Ukraine's drone program. “The cost of killing every Russian is less than $1000 now.”
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🇷🇺🔥😳 Russian soldier “shot down” a Ukrainian FPV drone by throwing his rifle at it.
Do you think he made it out alive? ☠️
Do you think he made it out alive? ☠️
🇨🇭 Global One SI - Prompt
Space stocks ranked by market cap: $SIDU ~ 184 Million $SATL ~ 932 Million $BKSY ~ 1.11 Billion $VOYG ~ 1.53 Billion $RDW ~ 1.83 Billion $LUNR ~ 5.01 Billion $PL ~ 12.12 Billion $ASTS ~ 33.91 Billion $RKLB ~ 37.64 Billion SpaceX IPO ~ 1.75 Trillion This…
Updated list of space theme stocks:
$SIDU at $3.09 🔥
$SATL at $6.77 🔥
$RDW at $9.73
$LUNR at $23.99
$VOYG at $26.82
$BKSY at $30.81
$FLY at $32.93
$PL at $35.88
$UFO at $49.17 (ETF)
$RKLB at $67.73
$ASTS at $92.62
$SIDU at $3.09 🔥
$SATL at $6.77 🔥
$RDW at $9.73
$LUNR at $23.99
$VOYG at $26.82
$BKSY at $30.81
$FLY at $32.93
$PL at $35.88
$UFO at $49.17 (ETF)
$RKLB at $67.73
$ASTS at $92.62
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🇨🇭 Global One SI - Prompt
Artemis II just hit the "two thirds" mark of the journey to the Moon. During Flight Day 4, the astronauts aboard Orion went over plans to study the Moon during their upcoming lunar flyby and are currently practicing manually controlling the spacecraft.
Handy comparison between the Apollo's command module and Orion.
Orion is slightly taller and four feet wider.
Habitable volume = 210ft^3 vs 314ft^3
Orion is slightly taller and four feet wider.
Habitable volume = 210ft^3 vs 314ft^3
🇨🇭 Global One SI - Prompt
$PL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Planet Labs $PL officially moves to an indefinite withhold of satellite imagery for Iran and Middle East conflict zones at the request of the U.S. government.
Effective retroactively to March 9, this managed access model denies tactical data to adversaries.
Effective retroactively to March 9, this managed access model denies tactical data to adversaries.
$UMAC $ONDS $LUNR $RKLB | Trump’s FY2027 budget doubles Space Force funding to $71.2B, a $31B jump to cement space as a primary warfighting domain.
The surge fuels the "Golden Dome" missile shield and AI satellite networks while expanding to 13,200 personnel.
The surge fuels the "Golden Dome" missile shield and AI satellite networks while expanding to 13,200 personnel.
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This small Island with just 90,000 Population is the largest holder of U.S. Treasuries. Not Japan or China.
For decades everyone assumed Japan and China were holding up the US debt market. The Federal Reserve just admitted that is wrong.
The Cayman Islands officially shows up at $427 billion in US Treasury holdings, making it the sixth largest foreign holder on paper. Japan sits at $1.22 trillion. That is what the official data says.
The Fed's own researchers found the official data is wrong by $1.4 trillion. After adjusting for the undercount, the Cayman Islands is actually the largest foreign holder of US Treasuries, holding significantly more than China, Japan, and the UK combined.
But why ?
The Cayman Islands is the legal home to roughly three quarters of the world's offshore hedge funds.
When these funds buy Treasuries they count toward the Cayman Islands total, despite the fact that most funds are managed from elsewhere.
Between 2022 and 2024, Cayman Islands hedge funds purchased $1.2 trillion of Treasury securities, absorbing 37% of all net issuance.
Nearly the same amount as all other foreign investors combined.
Now here is the risk.
Unlike central banks or sovereign funds, hedge funds have no obligation to stay in times of stress. In April 2025, a sudden tariff announcement caused funds to unwind simultaneously, exacerbating selling pressure across the entire Treasury market.
The largest buyer propping up US debt is not Japan or China. It is a group of highly leveraged hedge funds domiciled in a Caribbean island with a GDP of $7 billion, financing positions overnight, with no obligation to stay if conditions change.
The Fed researchers ended their paper with one line: "Data users should be aware that this major gap exists."
For decades everyone assumed Japan and China were holding up the US debt market. The Federal Reserve just admitted that is wrong.
The Cayman Islands officially shows up at $427 billion in US Treasury holdings, making it the sixth largest foreign holder on paper. Japan sits at $1.22 trillion. That is what the official data says.
The Fed's own researchers found the official data is wrong by $1.4 trillion. After adjusting for the undercount, the Cayman Islands is actually the largest foreign holder of US Treasuries, holding significantly more than China, Japan, and the UK combined.
But why ?
The Cayman Islands is the legal home to roughly three quarters of the world's offshore hedge funds.
When these funds buy Treasuries they count toward the Cayman Islands total, despite the fact that most funds are managed from elsewhere.
Between 2022 and 2024, Cayman Islands hedge funds purchased $1.2 trillion of Treasury securities, absorbing 37% of all net issuance.
Nearly the same amount as all other foreign investors combined.
Now here is the risk.
Unlike central banks or sovereign funds, hedge funds have no obligation to stay in times of stress. In April 2025, a sudden tariff announcement caused funds to unwind simultaneously, exacerbating selling pressure across the entire Treasury market.
The largest buyer propping up US debt is not Japan or China. It is a group of highly leveraged hedge funds domiciled in a Caribbean island with a GDP of $7 billion, financing positions overnight, with no obligation to stay if conditions change.
The Fed researchers ended their paper with one line: "Data users should be aware that this major gap exists."
🇨🇭 Global One SI - Prompt
Photo
ISRAEL IS PREPARING STRIKES ON IRAN’S ENERGY INFRASTRUCTURE, AWAITING U.S. APPROVAL.
According to Reuters, Israeli officials say action could come within the next week.
This comes just hours after Trump gave Iran a 48-hour deadline to reopen the Strait of Hormuz, warning of severe consequences if it does not.
At the same time, Iranian state media is reporting new air strikes on a petrochemical zone in southwestern Iran.
The situation is moving toward potential direct strikes on energy facilities, with escalation risks rising quickly.
According to Reuters, Israeli officials say action could come within the next week.
This comes just hours after Trump gave Iran a 48-hour deadline to reopen the Strait of Hormuz, warning of severe consequences if it does not.
At the same time, Iranian state media is reporting new air strikes on a petrochemical zone in southwestern Iran.
The situation is moving toward potential direct strikes on energy facilities, with escalation risks rising quickly.
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🇨🇭 Global One SI - Prompt
$XYZ Block's Business lead, Owen Jennings: The link between company headcount and output broke in early December, after AI agents quickly became capable of working inside large, complex codebases. 1 engineer + 1 designer with AI, now move 10–100× faster.
$XYZ Block (Jack Dorsey's company) just open-sourced a local AI agent that goes way beyond code suggestions.
It's called Goose, and it already has 35k+ GitHub stars.
Here's the thing:
Most AI coding agents lock you into one LLM, but Goose works with 25+ providers natively. Claude, GPT, Gemini, Llama, DeepSeek, Groq, Ollama, and more. Swap models in one command.
It doesn't just write code either. It builds entire projects, executes and debugs code, orchestrates workflows, and calls external APIs without you stepping in.
Some standout features:
↳ Uses MCP for extensions: file ops, web scraping, memory, automation, and more.
↳ Supports ACP, so it can use Claude Code, Codex, and Gemini CLI as providers.
↳ Runs 100% locally. Your code never leaves your machine.
↳ Auto-trims old context to keep token costs low.
Available as both a desktop app and CLI on macOS, Linux, and Windows.
And the best part is it comes under Apache 2.0 license, so it's 100% open source.
For developers who want an AI agent without vendor lock-in, this is worth a look.
github.com/block/goose
It's called Goose, and it already has 35k+ GitHub stars.
Here's the thing:
Most AI coding agents lock you into one LLM, but Goose works with 25+ providers natively. Claude, GPT, Gemini, Llama, DeepSeek, Groq, Ollama, and more. Swap models in one command.
It doesn't just write code either. It builds entire projects, executes and debugs code, orchestrates workflows, and calls external APIs without you stepping in.
Some standout features:
↳ Uses MCP for extensions: file ops, web scraping, memory, automation, and more.
↳ Supports ACP, so it can use Claude Code, Codex, and Gemini CLI as providers.
↳ Runs 100% locally. Your code never leaves your machine.
↳ Auto-trims old context to keep token costs low.
Available as both a desktop app and CLI on macOS, Linux, and Windows.
And the best part is it comes under Apache 2.0 license, so it's 100% open source.
For developers who want an AI agent without vendor lock-in, this is worth a look.
github.com/block/goose
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Chamath: AI’s biggest profits may not go to model makers, just as refrigeration’s biggest winner wasn’t its inventor, but Coca-Cola.
When labs can build similar models, the real win comes from one unique ingredient, i.e. whoever builts the AI “Coca-Cola”
When labs can build similar models, the real win comes from one unique ingredient, i.e. whoever builts the AI “Coca-Cola”
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