Trump’s Fed Chair pick could reshape global markets for years.
HASSETT: NEC director and longtime Trump ally. Facing pushback that he’s too close to the president and could unsettle bond markets.
WARSH: Former Fed Governor with deep Wall Street credibility, viewed as safer and more independent.
Who do you trust more?
HASSETT: NEC director and longtime Trump ally. Facing pushback that he’s too close to the president and could unsettle bond markets.
WARSH: Former Fed Governor with deep Wall Street credibility, viewed as safer and more independent.
Who do you trust more?
🇨🇭 Global One SI - Prompt
Mapped: U.S. States With the Most Data Centers in 2025 🖥️
THE GLOBAL SUPPLY CHAIN IS BEING REBUILT AROUND AI COMPUTE
• AI Security | $CRWD, $ZS, $PANW, $RBRK
• Grid & Power | $CEG, $NEE, $VST, $EOSE, $NNE
• AI Data Platforms | $PLTR, $SNOW, $MDB, $NOW
• Nuclear | $OKLO, $SMR, $LEU, $GEV, $CCJ, $BWXT
• AI Cloud | $MSFT, $AMZN, $GOOGL, $DOCN, $ORCL
• AI Utility | $CRWV, $NBIS, $IREN, $CIFR, $WULF, $APLD
• AI Networking | $AVGO, $ALAB, $MRVL, $CRDO, $NET, $ANET
• AI Chips | $NVDA, $TSM, $ASML, $AMAT, $KLAC, $AMD, $MU, $LRCX, $ARM
• AI Security | $CRWD, $ZS, $PANW, $RBRK
• Grid & Power | $CEG, $NEE, $VST, $EOSE, $NNE
• AI Data Platforms | $PLTR, $SNOW, $MDB, $NOW
• Nuclear | $OKLO, $SMR, $LEU, $GEV, $CCJ, $BWXT
• AI Cloud | $MSFT, $AMZN, $GOOGL, $DOCN, $ORCL
• AI Utility | $CRWV, $NBIS, $IREN, $CIFR, $WULF, $APLD
• AI Networking | $AVGO, $ALAB, $MRVL, $CRDO, $NET, $ANET
• AI Chips | $NVDA, $TSM, $ASML, $AMAT, $KLAC, $AMD, $MU, $LRCX, $ARM
🚨DID MORGAN STANLEY PULL OFF THE BIGGEST CRYPTO MANIPULATION?
The sequence of #Bitcoin’s October crash and January recovery looks like a planned setup, and the data supports it.
Let’s go through it 👇
1) OCTOBER 10: THE TRIGGER
On October 10, MSCI, originally a Morgan Stanley division, announced a proposal to remove Digital Asset Treasury Companies from its global indexes.
That included firms like MicroStrategy and Metaplanet, whose balance sheets hold billions worth of Bitcoin. This wasn’t a small change because MSCI indexes guide trillions of dollars in passive flows.
If those firms were removed:
• Pension funds and ETFs would be forced to sell
• Institutional exposure to Bitcoin would shrink
• Liquidity would tighten sharply
Minutes after the announcement, Bitcoin dropped nearly -$18,000, erasing more than $900 billion from crypto’s total market cap.
2) THEN THE 3-MONTH PRESSURE WINDOW.
The consultation stayed open until December 31, meaning three full months of uncertainty.
That overhang froze demand:
• Passive investors avoided exposure
• Index-linked funds risked forced selling
• Prices stayed weak
• Sentiment collapsed
During this period, Bitcoin dropped about 31%, altcoins even more.
It was the worst quarter for crypto since 2018.
3) JANUARY 1st: SUDDEN PUMP STARS
From Jan 1st, Bitcoin starts pumping without any bullish news, and in the first 5 days of 2026, Bitcoin jumped 8%, that’s a $7300 pump from $87,500 to $94,800.
No one knew why, but somehow the relentless selling stopped, and Bitcoin was printing back-to-back green candles.
These were probably insiders who knew what was coming in the next few days.
4) JANUARY 5th-6th: THE REVERSAL
Then, somehow, in 24 hours, everything flipped.
First, Morgan Stanley filed for its own spot Bitcoin, ETH, and Solana ETFs.
Then, in a few hours, MSCI announced that it would not remove the crypto-heavy companies after all.
The exact rule that caused three months of selling pressure was suddenly withdrawn the same day Morgan Stanley launched a product that benefits from a recovering market.
That’s not a coincidence.
Here’s the full sequence in order:
1. MSCI threatens index removals (October 10)
2. Crypto crashes, uncertainty lasts 3 months
3. Prices stay suppressed while institutions wait
4. Morgan Stanley files its ETF (January 5)
5. MSCI cancels the removal threat (January 6)
It’s a clear pattern:
Create pressure
accumulate at low prices
launch product
remove pressure
Make money
MSCI controls index inclusion.
Morgan Stanley controls capital distribution.
Together, they can influence how and when institutional money reaches Bitcoin.
The October crash wasn’t just market panic. It was a structural play.
Now that the overhang is gone, liquidity is returning, and the same players who engineered the pressure are positioned to profit from the rebound.
There is no official confirmation that this was coordinated, but the sequence, the timing, and who benefited raise real questions.
The sequence of #Bitcoin’s October crash and January recovery looks like a planned setup, and the data supports it.
Let’s go through it 👇
1) OCTOBER 10: THE TRIGGER
On October 10, MSCI, originally a Morgan Stanley division, announced a proposal to remove Digital Asset Treasury Companies from its global indexes.
That included firms like MicroStrategy and Metaplanet, whose balance sheets hold billions worth of Bitcoin. This wasn’t a small change because MSCI indexes guide trillions of dollars in passive flows.
If those firms were removed:
• Pension funds and ETFs would be forced to sell
• Institutional exposure to Bitcoin would shrink
• Liquidity would tighten sharply
Minutes after the announcement, Bitcoin dropped nearly -$18,000, erasing more than $900 billion from crypto’s total market cap.
2) THEN THE 3-MONTH PRESSURE WINDOW.
The consultation stayed open until December 31, meaning three full months of uncertainty.
That overhang froze demand:
• Passive investors avoided exposure
• Index-linked funds risked forced selling
• Prices stayed weak
• Sentiment collapsed
During this period, Bitcoin dropped about 31%, altcoins even more.
It was the worst quarter for crypto since 2018.
3) JANUARY 1st: SUDDEN PUMP STARS
From Jan 1st, Bitcoin starts pumping without any bullish news, and in the first 5 days of 2026, Bitcoin jumped 8%, that’s a $7300 pump from $87,500 to $94,800.
No one knew why, but somehow the relentless selling stopped, and Bitcoin was printing back-to-back green candles.
These were probably insiders who knew what was coming in the next few days.
4) JANUARY 5th-6th: THE REVERSAL
Then, somehow, in 24 hours, everything flipped.
First, Morgan Stanley filed for its own spot Bitcoin, ETH, and Solana ETFs.
Then, in a few hours, MSCI announced that it would not remove the crypto-heavy companies after all.
The exact rule that caused three months of selling pressure was suddenly withdrawn the same day Morgan Stanley launched a product that benefits from a recovering market.
That’s not a coincidence.
Here’s the full sequence in order:
1. MSCI threatens index removals (October 10)
2. Crypto crashes, uncertainty lasts 3 months
3. Prices stay suppressed while institutions wait
4. Morgan Stanley files its ETF (January 5)
5. MSCI cancels the removal threat (January 6)
It’s a clear pattern:
Create pressure
accumulate at low prices
launch product
remove pressure
Make money
MSCI controls index inclusion.
Morgan Stanley controls capital distribution.
Together, they can influence how and when institutional money reaches Bitcoin.
The October crash wasn’t just market panic. It was a structural play.
Now that the overhang is gone, liquidity is returning, and the same players who engineered the pressure are positioned to profit from the rebound.
There is no official confirmation that this was coordinated, but the sequence, the timing, and who benefited raise real questions.
✍1
🇨🇭 Global One SI - Prompt
🇺🇸🦅 Trump right now...
43% chance the US takes control of Greenland
What we know:
• Trump says it’s important for national security
• Trump says he's willing to use military force
• Rubio says the US intends to purchase Greenland
What we know:
• Trump says it’s important for national security
• Trump says he's willing to use military force
• Rubio says the US intends to purchase Greenland
🇨🇭 Global One SI - Prompt
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🇨🇭 Global One SI - Prompt
#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Chevron’s $22B Push for the Oil Crown 👑
Why 2026 Is Lining Up in Its Favor?
Chevron is walking into 2026 with 2 Washington backed growth levers that no other major can replicate right now.
Add Iraq’s latest move against Lukoil, and the strategic picture sharpens fast.
🇻🇪#Venezuela:
Before #Maduro’s capture, Chevron was already the only Western major with a live US licence to produce and export Venezuelan crude via PDVSA JVs.
Now Washington has openly signalled that #Chevron operating restrictions can be eased quickly if political and contractual conditions align.
🇷🇺 #Lukoil:
Chevron, alongside #Quantum, is a front-runner for Lukoil’s $22bn non-Russian portfolio, spanning refineries, upstream stakes and retail assets across Europe and MENA.
The #Trump administration has explicitly backed an American owner-operator.
Rival bids from traders and financial players have been blocked.
If completed, Chevron can selectively absorb:
Refining and marketing cash flow.
Strategic assets adjacent to existing positions like Tengiz.
Infrastructure stripped of direct Russia risk.
Iraq just tightened the squeeze on Lukoil
This week, Iraq approved the nationalisation of petroleum operations at West Qurna-2 oilfield, pushing LUKOIL out of operatorship and transferring control to Basra Oil Company.
Even outside Western sanctions, Russian operatorship is being rolled back.
The incentive to monetise overseas assets now just increased.
More urgent for the seller.
Better aligned with Washington’s objective of moving assets into friendly hands
Why this sets Chevron apart going into 2026
Chevron has:
Policy tailwinds, not just asset optionality.
Exposure to post-Maduro Venezuela if sanctions ease.
A seat at the table as Russian assets are systematically unwound.
The ability to add barrels and cash flow selectively, not at the top of the cycle.
So Chevron is emerging as Washington’s preferred consolidator of sanctioned and distressed hydrocarbon assets.
If executed with discipline, that position can translate into outsized production, trading leverage, and free cash flow as the decade unfolds.
Is Chevron quietly becoming the most geopolitically advantaged major of the next cycle?
#oott #Iran #Russia
Why 2026 Is Lining Up in Its Favor?
Chevron is walking into 2026 with 2 Washington backed growth levers that no other major can replicate right now.
Add Iraq’s latest move against Lukoil, and the strategic picture sharpens fast.
🇻🇪#Venezuela:
Before #Maduro’s capture, Chevron was already the only Western major with a live US licence to produce and export Venezuelan crude via PDVSA JVs.
Now Washington has openly signalled that #Chevron operating restrictions can be eased quickly if political and contractual conditions align.
🇷🇺 #Lukoil:
Chevron, alongside #Quantum, is a front-runner for Lukoil’s $22bn non-Russian portfolio, spanning refineries, upstream stakes and retail assets across Europe and MENA.
The #Trump administration has explicitly backed an American owner-operator.
Rival bids from traders and financial players have been blocked.
If completed, Chevron can selectively absorb:
Refining and marketing cash flow.
Strategic assets adjacent to existing positions like Tengiz.
Infrastructure stripped of direct Russia risk.
Iraq just tightened the squeeze on Lukoil
This week, Iraq approved the nationalisation of petroleum operations at West Qurna-2 oilfield, pushing LUKOIL out of operatorship and transferring control to Basra Oil Company.
Even outside Western sanctions, Russian operatorship is being rolled back.
The incentive to monetise overseas assets now just increased.
More urgent for the seller.
Better aligned with Washington’s objective of moving assets into friendly hands
Why this sets Chevron apart going into 2026
Chevron has:
Policy tailwinds, not just asset optionality.
Exposure to post-Maduro Venezuela if sanctions ease.
A seat at the table as Russian assets are systematically unwound.
The ability to add barrels and cash flow selectively, not at the top of the cycle.
So Chevron is emerging as Washington’s preferred consolidator of sanctioned and distressed hydrocarbon assets.
If executed with discipline, that position can translate into outsized production, trading leverage, and free cash flow as the decade unfolds.
Is Chevron quietly becoming the most geopolitically advantaged major of the next cycle?
#oott #Iran #Russia
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🇨🇭 Global One SI - Prompt
BREAKING: President Trump says executives of US defense contractors will no longer be allowed to make more than $5 million unless they build "new and modern production plants." Trump also says he is banning dividends and stock buybacks for defense companies…
BREAKING: Lockheed Martin stock, $LMT, falls sharply as President Trump bans dividends and stock buybacks on defense companies "until problems are rectified."
Chinese Port Expansion in Africa
Colonialism 2.0?
This map highlights China's extensive maritime footprint across Africa:
Chinese-financed, developed, or managed port projects (dozens across the continent, from Morocco to South Africa).
- Heavy concentration along West Africa (e.g., Nigeria, Ghana, Côte d'Ivoire, Sierra Leone) and East Africa (Kenya, Tanzania, Mozambique).
- Strategic presence in chokepoints: Suez approaches (Egypt), Bab el-Mandeb (Djibouti), and Mozambique Channel.
- Several countries (shaded pink) have multiple viable dual-use ports.
- Gray-shaded countries have ongoing Chinese port projects.
The map illustrates #China's growing network of commercial #ports with clear dual-use (civilian and military) potential, enhancing Beijing's logistical reach and influence across #Africa and key global shipping lanes.
Colonialism 2.0?
This map highlights China's extensive maritime footprint across Africa:
Chinese-financed, developed, or managed port projects (dozens across the continent, from Morocco to South Africa).
- Heavy concentration along West Africa (e.g., Nigeria, Ghana, Côte d'Ivoire, Sierra Leone) and East Africa (Kenya, Tanzania, Mozambique).
- Strategic presence in chokepoints: Suez approaches (Egypt), Bab el-Mandeb (Djibouti), and Mozambique Channel.
- Several countries (shaded pink) have multiple viable dual-use ports.
- Gray-shaded countries have ongoing Chinese port projects.
The map illustrates #China's growing network of commercial #ports with clear dual-use (civilian and military) potential, enhancing Beijing's logistical reach and influence across #Africa and key global shipping lanes.
🇨🇭 Global One SI - Prompt
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$NGAS/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
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💱 mtpelerin.com
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@Hawk_trading_bot @ostiumbot
@VooiAppBot
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Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
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🇨🇭 Global One SI - Prompt
BREAKING: President Trump says executives of US defense contractors will no longer be allowed to make more than $5 million unless they build "new and modern production plants." Trump also says he is banning dividends and stock buybacks for defense companies…
*The plan is unfolding perfectly 🤫
The United States has seized a fourth oil tanker (Skipper, Centuries, Sophia), the Marinera, this time flying the Russian flag, in Europe, in the North Atlantic, between Iceland and Scotland, pursuant to a federal warrant for violating sanctions imposed by... the United States.
The Marinera received temporary authorization on December 24 to sail under the flag of the Russian Federation, issued based on Russian law and international law.
Russia is expected to legally challenge its seizure before the relevant international bodies, citing violations of the 1982 United Nations Convention on the Law of the Sea (UNCLOS), which protects freedom of navigation and the integrity of ships flying the flag of a sovereign state.
Incidentally, I would like to point out that the United States, Canada, and Russia are the only oil-producing powers that are only minimally dependent on maritime transit due to their extensive land-based shipping networks. A general insecurity of maritime transit (which could worsen sharply in the event of a conflict with Iran and possible impacts on transit in the Strait of Hormuz) would harm all their competitors (Saudi Arabia, Qatar, UAE, Iraq, Iran, etc.) and could contribute to maintaining a rise in the price of crude oil.
The Marinera received temporary authorization on December 24 to sail under the flag of the Russian Federation, issued based on Russian law and international law.
Russia is expected to legally challenge its seizure before the relevant international bodies, citing violations of the 1982 United Nations Convention on the Law of the Sea (UNCLOS), which protects freedom of navigation and the integrity of ships flying the flag of a sovereign state.
Incidentally, I would like to point out that the United States, Canada, and Russia are the only oil-producing powers that are only minimally dependent on maritime transit due to their extensive land-based shipping networks. A general insecurity of maritime transit (which could worsen sharply in the event of a conflict with Iran and possible impacts on transit in the Strait of Hormuz) would harm all their competitors (Saudi Arabia, Qatar, UAE, Iraq, Iran, etc.) and could contribute to maintaining a rise in the price of crude oil.
✍1
🇨🇭 Global One SI - Prompt
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨🇺🇸🦅President Trump plans to move the USS Abraham Lincoln from California to Mexico and the Panama Canal to combat illegal oil smuggling from Venezuela to China. Monroe Doctrine in action! 💪