Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨The Houthis are now targeting the Yanbu pipeline directly, not just tankers in the water.
This is the same route that had been absorbing the Bab al-Mandeb rerouting.
Saudi oil exports are already stuck on the longer, more expensive path around Africa.
Now the backup pipeline itself is under fire.
There is no clean route left.
This is the same route that had been absorbing the Bab al-Mandeb rerouting.
Saudi oil exports are already stuck on the longer, more expensive path around Africa.
Now the backup pipeline itself is under fire.
There is no clean route left.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨🇸🇦🇮🇷 SAUDI ARABIA CONDEMNS DRONE ATTACKS ON ITS ENERGY INFRASTRUCTURE
Riyadh says drones launched by Iran-aligned militias in Iraq attempted to strike petroleum facilities in Saudi Arabia’s Eastern Province and Riyadh.
The Saudi Defence Ministry says the drones were intercepted and destroyed.
This is an important escalation.
The threat is no longer limited to shipping routes, the Red Sea or the Strait of Hormuz.
Oil infrastructure inside the world’s largest crude exporter is now being directly targeted from multiple fronts.
Riyadh says drones launched by Iran-aligned militias in Iraq attempted to strike petroleum facilities in Saudi Arabia’s Eastern Province and Riyadh.
The Saudi Defence Ministry says the drones were intercepted and destroyed.
This is an important escalation.
The threat is no longer limited to shipping routes, the Red Sea or the Strait of Hormuz.
Oil infrastructure inside the world’s largest crude exporter is now being directly targeted from multiple fronts.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇺🇦🇷🇺Ukraine has hit Russian refineries 63 times across 26 plants this year.
That is nearly 3 times last year's pace of 21 strikes across 11 plants.
Every single refinery hit in 2025 got hit again in 2026.
This is not a new front opening.
It is the same campaign, expanding.
That is nearly 3 times last year's pace of 21 strikes across 11 plants.
Every single refinery hit in 2025 got hit again in 2026.
This is not a new front opening.
It is the same campaign, expanding.
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The only person coming to save you is the version of yourself that's tired of your excuses
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🇨🇭 Global One SI - Prompt
“The collapse of the Russian empire is inevitable.” According to Igor Eidman, the country poses an existential threat to the entire world around it. Dissidents opposed to Vladimir Putin’s rule have begun to discuss the disintegration of the Russian Federation…
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❗️This war will not end until we restore the 1991 borders and Russia collapses, – co-owner of the Fire Point company Shtilerman.
Additional points:
▪️ “Russia must understand that the longer the war continues, the worse the peace terms will be for it”;
▪️ “This autumn there will be ballistic missile strikes on Moscow”;
▪️ “Our plan is to reach production of three ballistic missiles per day by the end of the year”;
▪️ “We absolutely must finish off WB and Ozon. This will lead to the collapse of Russia’s banking system”;
▪️ “Russians, leave the country and withdraw all your money from the banks. Trouble is coming to your country. It will only get worse from here.”
Additional points:
▪️ “Russia must understand that the longer the war continues, the worse the peace terms will be for it”;
▪️ “This autumn there will be ballistic missile strikes on Moscow”;
▪️ “Our plan is to reach production of three ballistic missiles per day by the end of the year”;
▪️ “We absolutely must finish off WB and Ozon. This will lead to the collapse of Russia’s banking system”;
▪️ “Russians, leave the country and withdraw all your money from the banks. Trouble is coming to your country. It will only get worse from here.”
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➠ The Bank of Russia has created the conditions for the organized trading of digital currencies and digital rights. The exchange will independently define the trading rules in its regulations, and will also begin to calculate the market and weighted average value of crypto assets.
➠ Digital custodians will emerge – new market participants who will maintain records of cryptocurrencies and digital rights (similar to traditional custodians in the securities market).
➠ The minimum capital for a digital custodian will be from 50 to 250 million rubles (depending on the type of activity: working with open blockchains or settlements based on trading results). The company's assets must be liquid and of high credit quality.
➠ Similar requirements are being introduced for operators of electronic platforms (they will become operators of information systems and will conduct settlements for digital financial assets through nominee accounts).
➠ The Bank of Russia has defined the rules for accounting, the composition of information about clients and assets, and the requirements for opening and maintaining digital accounts.
➠ The Bank of Russia itself will maintain the register of digital custodians. All draft regulatory documents have been published for assessment of regulatory impact.
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How Google dip buyers are moving
🚨 US MEMORY STOCKS ARE CRASHING
$1 Trillion has been wiped out from US stocks in the last 3 hours, and 50% of that came from just 6 memory stocks.
US memory stocks are crashing on news that China has begun producing its own DUV chipmaking machines.
Investors worry China can now build more chip factories on its own, adding supply and pushing memory chip prices down, exactly the prices that have been driving these stocks higher all year.
- Nvidia: -4.37%, $300B wiped out
- SK Hynix: -9.48%, $95B wiped out
- Micron: -4.69%, $82B wiped out
- SanDisk: -10.42%, $26B wiped out
- Western Digital: -5.93%, $21B wiped out
- Seagate: -5.59%, $17B wiped out
In total, $541 billion has been wiped out from just these 6 memory stocks.
$1 Trillion has been wiped out from US stocks in the last 3 hours, and 50% of that came from just 6 memory stocks.
US memory stocks are crashing on news that China has begun producing its own DUV chipmaking machines.
Investors worry China can now build more chip factories on its own, adding supply and pushing memory chip prices down, exactly the prices that have been driving these stocks higher all year.
- Nvidia: -4.37%, $300B wiped out
- SK Hynix: -9.48%, $95B wiped out
- Micron: -4.69%, $82B wiped out
- SanDisk: -10.42%, $26B wiped out
- Western Digital: -5.93%, $21B wiped out
- Seagate: -5.59%, $17B wiped out
In total, $541 billion has been wiped out from just these 6 memory stocks.
🇨🇭 Global One SI - Prompt
❗️This war will not end until we restore the 1991 borders and Russia collapses, – co-owner of the Fire Point company Shtilerman. Additional points: ▪️ “Russia must understand that the longer the war continues, the worse the peace terms will be for it”; …
❗️“This autumn there will be ballistic strikes on Moscow” — co-owner of the company Fire Point, Shtilerman.
NVIDIA MIGHT BE USING A FUNDING LOOP THAT PAYS FOR ITS OWN CHIP SALES
Nvidia just unveiled a new round of AI deals worth more than $750 billion combined.
The largest single deal: a $500 billion+ partnership with SK Hynix's parent company to build over 2 gigawatts of AI data centers in Korea, enough power for 1.5 million homes.
Nvidia is also in talks to guarantee up to $250 billion of OpenAI's lease payments on a massive data center project in Ohio, and to directly finance another $350 billion of OpenAI's chip purchases from Nvidia itself.
Here's how it becomes the loop:
Nvidia sells the chips. Then Nvidia helps finance the same companies buying those chips. The company profits either way, whether or not AI demand actually shows up.
This matters directly for Nvidia's own earnings. Every chip sale gets booked immediately as revenue the moment it's sold, even when Nvidia itself is the one funding the buyer's purchase.
That means Nvidia's revenue and profit numbers can look strong quarter after quarter, without the market ever knowing how much of that demand Nvidia had to pay for itself.
Nvidia isn't alone in this.
Google agreed to backstop lease payments for Anthropic at five data centers, functioning as a $35 billion loan. SoftBank has already committed nearly $65 billion into OpenAI and taken out a $40 billion bridge loan just to fund that one investment.
Jensen Huang has pushed back directly, calling the "circular" label "ridiculous," and noting these deals are still a small share of what these companies ultimately raise elsewhere.
If AI demand ever falls short, the chipmaker, the buyer, and the lender all lose money at the same time, because they're all standing on the same foundation.
Michael Burry raised a similar alarm recently about a separate Nvidia deal tied to Elon Musk's xAI, alleging billions in chips are hidden off balance sheets, with American retirees unknowingly funding the risk through insurance products.
Nvidia just unveiled a new round of AI deals worth more than $750 billion combined.
The largest single deal: a $500 billion+ partnership with SK Hynix's parent company to build over 2 gigawatts of AI data centers in Korea, enough power for 1.5 million homes.
Nvidia is also in talks to guarantee up to $250 billion of OpenAI's lease payments on a massive data center project in Ohio, and to directly finance another $350 billion of OpenAI's chip purchases from Nvidia itself.
Here's how it becomes the loop:
Nvidia sells the chips. Then Nvidia helps finance the same companies buying those chips. The company profits either way, whether or not AI demand actually shows up.
This matters directly for Nvidia's own earnings. Every chip sale gets booked immediately as revenue the moment it's sold, even when Nvidia itself is the one funding the buyer's purchase.
That means Nvidia's revenue and profit numbers can look strong quarter after quarter, without the market ever knowing how much of that demand Nvidia had to pay for itself.
Nvidia isn't alone in this.
Google agreed to backstop lease payments for Anthropic at five data centers, functioning as a $35 billion loan. SoftBank has already committed nearly $65 billion into OpenAI and taken out a $40 billion bridge loan just to fund that one investment.
Jensen Huang has pushed back directly, calling the "circular" label "ridiculous," and noting these deals are still a small share of what these companies ultimately raise elsewhere.
If AI demand ever falls short, the chipmaker, the buyer, and the lender all lose money at the same time, because they're all standing on the same foundation.
Michael Burry raised a similar alarm recently about a separate Nvidia deal tied to Elon Musk's xAI, alleging billions in chips are hidden off balance sheets, with American retirees unknowingly funding the risk through insurance products.
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😳 Chinese companies are releasing another "killer" of Nvidia...
Panic is spreading, with comparisons being made to the shock caused by the launch of DeepSeek: in January 2025, a Chinese model offered top-tier performance at a fraction of the cost, causing Nvidia to lose nearly $600 billion in market capitalization in a single day. Bitcoin and the entire cryptocurrency market declined following the tech sector. For the first time, investors are questioning whether cutting-edge AI necessarily has to be extremely expensive and American-made.
Today, history is repeating itself: Moonshot AI has releaseda full weight and technical report on Kimi K3 – an AI model with 2.8 trillion parameters and a context window of 1 million tokens. Kimi K3 can now be independently verified, downloaded, and run on your own infrastructure.
Key features of Kimi K3:
➥ On the Arena.ai Frontend Code benchmark, it ranked first, surpassing Claude Fable 5 and GPT-5.6 Sol.
➥ It delivers performance comparable to top-tier closed models in long-form tasks and coding.
➥ Fully open weights – you can download, run, and modify it for free.
➥ The API cost is significantly lower than that of American flagships.
The market has already reacted to the launch of the new AI model, with widespread sell-offs in the US technology sector. Nvidia is down 5%.
Bitcoin is correlated with the AI and chip sectors – any doubts about the endless demand for expensive GPUs also impact the cryptocurrency market. If open Chinese models continue to catch up (or surpass) closed American neural networks at a lower cost and with lower hardware requirements, the argument "we need more data centers and Nvidia" will begin to fall apart. Not only chipmakers, but also miners who are actively redirecting their resources towards AI, will be at risk.
Panic is spreading, with comparisons being made to the shock caused by the launch of DeepSeek: in January 2025, a Chinese model offered top-tier performance at a fraction of the cost, causing Nvidia to lose nearly $600 billion in market capitalization in a single day. Bitcoin and the entire cryptocurrency market declined following the tech sector. For the first time, investors are questioning whether cutting-edge AI necessarily has to be extremely expensive and American-made.
Today, history is repeating itself: Moonshot AI has releaseda full weight and technical report on Kimi K3 – an AI model with 2.8 trillion parameters and a context window of 1 million tokens. Kimi K3 can now be independently verified, downloaded, and run on your own infrastructure.
Key features of Kimi K3:
➥ On the Arena.ai Frontend Code benchmark, it ranked first, surpassing Claude Fable 5 and GPT-5.6 Sol.
➥ It delivers performance comparable to top-tier closed models in long-form tasks and coding.
➥ Fully open weights – you can download, run, and modify it for free.
➥ The API cost is significantly lower than that of American flagships.
The market has already reacted to the launch of the new AI model, with widespread sell-offs in the US technology sector. Nvidia is down 5%.
Bitcoin is correlated with the AI and chip sectors – any doubts about the endless demand for expensive GPUs also impact the cryptocurrency market. If open Chinese models continue to catch up (or surpass) closed American neural networks at a lower cost and with lower hardware requirements, the argument "we need more data centers and Nvidia" will begin to fall apart. Not only chipmakers, but also miners who are actively redirecting their resources towards AI, will be at risk.
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🇨🇭 Global One SI - Prompt
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I remember niggas thought Andrew Tate was an elite martial artist 💥
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If you rob a bank, you're a criminal.
If the bank robs you, it's finance.
If everyone robs each other , it’s called crypto.
If the bank robs you, it's finance.
If everyone robs each other , it’s called crypto.
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🇨🇭 Global One SI - Prompt
Big Short Michael Burry increases his short position in Nvidia $NVDA and Micron $MU 🚨 🚨
Nvidia $NVDA just had its single worst day selloff since May 2026
This comes as concern continues to grow over Nvidia's use of circular financing to fund its customers
Back in the 2000 bubble, Cisco & Nortel used circular financing to overbuild the fiber optics network by 10x
This comes as concern continues to grow over Nvidia's use of circular financing to fund its customers
Back in the 2000 bubble, Cisco & Nortel used circular financing to overbuild the fiber optics network by 10x
🇨🇭 Global One SI - Prompt
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BREAKING: Apple $AAPL is lobbying the Trump administration to allow Chinese made memory chips in Apple products sold outside of the U.S.
"This memory situation has become unsustainably expensive."
Micron $MU has warned this could destroy domestic memory demand in the U.S.
"This memory situation has become unsustainably expensive."
Micron $MU has warned this could destroy domestic memory demand in the U.S.
🇨🇭 Global One SI - Prompt
#WTI Well, we just finished the 2nd week of the oil rebound. If history is repeating it should begin rolling over next week, as the economic destruction and slowing growth begins to become apparent. Not long to find out... 🤫
#WTI US oil collapsed to $82 today, right on schedule.
Is $50 or lower next as the economic destruction hits?
Is $50 or lower next as the economic destruction hits?
🇨🇭 Global One SI - Prompt
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🇺🇸 Andrew Tate is being sued over allegations of fraud.
The plaintiff has already successfully issued subpoenas relating to some of Tate’s alleged assets to uncover their true ownership.
The plaintiff has already successfully issued subpoenas relating to some of Tate’s alleged assets to uncover their true ownership.
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Kimi K3 is one of the best models you can run in your Hermes agent.
It's literally perfect for agent workflows (90% token discount).
It even beats (or matches) Fable 5 AND GPT-5.6 Sol on several benchmarks while being cheaper.
Pairing these two is the best cost-to-performance setup you can run:
Why Kimi K3
→ Native vision
→ 1M token context.
→ On several benchmarks (FrontierSWE, MCPMark, Harvey Lab-AA), it's actually beating Claude Fable 5 and GPT-5.6 Sol
Pricing
API pricing: $3/$15 per million tokens (roughly Claude Sonnet territory and about half the output cost of GPT-5.6 Sol).
Cached input drops to $0.30/million, a 90% discount, which matters a lot for agent workflows that reuse the same system prompt and context on every call.
Pairing with Hermes
Hermes already connects to 300+ models through OpenRouter.
I recommend setting Kimi K3 as your default instead of paying Frontier prices for every task.
Inside Hermes, point your model provider to moonshotai/kimi-k3 via OpenRouter, or connect directly through Moonshot's OpenAI/Anthropic-compatible API at platform.kimi.ai.
You can even send a simple prompt like "help me set up Kimi K3" and your agent will guide you through the entire process.
The TL;DR is that you get near-frontier reasoning and agentic performance at Sonnet-tier pricing.
It's literally perfect for agent workflows (90% token discount).
It even beats (or matches) Fable 5 AND GPT-5.6 Sol on several benchmarks while being cheaper.
Pairing these two is the best cost-to-performance setup you can run:
Why Kimi K3
→ Native vision
→ 1M token context.
→ On several benchmarks (FrontierSWE, MCPMark, Harvey Lab-AA), it's actually beating Claude Fable 5 and GPT-5.6 Sol
Pricing
API pricing: $3/$15 per million tokens (roughly Claude Sonnet territory and about half the output cost of GPT-5.6 Sol).
Cached input drops to $0.30/million, a 90% discount, which matters a lot for agent workflows that reuse the same system prompt and context on every call.
Pairing with Hermes
Hermes already connects to 300+ models through OpenRouter.
I recommend setting Kimi K3 as your default instead of paying Frontier prices for every task.
Inside Hermes, point your model provider to moonshotai/kimi-k3 via OpenRouter, or connect directly through Moonshot's OpenAI/Anthropic-compatible API at platform.kimi.ai.
You can even send a simple prompt like "help me set up Kimi K3" and your agent will guide you through the entire process.
The TL;DR is that you get near-frontier reasoning and agentic performance at Sonnet-tier pricing.
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🇨🇭 Global One SI - Prompt
Back in May 2026, #mikemcglone11 and I predicted oil would collapse to $50 before $200 Nobody believed us. Now were on the verge of a fuel shortage due to so much refining capacity being destroyed in Russia and the Middle East, which creates an oil glut
To understand why oil is collapsing right now, click through this thread 👆
For the 1st time since WW2 the world is about to face a fuel shortage while there's an oil glut
Refining capacity is destroyed in the Middle East + Russia & US is going offline for maintenance in August
For the 1st time since WW2 the world is about to face a fuel shortage while there's an oil glut
Refining capacity is destroyed in the Middle East + Russia & US is going offline for maintenance in August