Nonzee Notes
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DEFENSE STOCKS ARE BREAKING OUT

Major capital is rotating into the world’s largest contractors.

As new conflicts emerge, this trend is unlikely to fade anytime soon.
https://x.com/0xnoncesense/status/2028437929367060922
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REGIONAL WAR BECOMES A GLOBAL SYSTEMIC RISK

Every new front increases the odds that this shifts from a geopolitical shock to a monetary one.

As long as energy routes remain under…

READ⤵️
https://x.com/0xNonceSense/status/2028476435099517250
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🇺🇸 TRUMP GOES LIVE ON IRAN AT 11:00 AM ET.

HE IS PREPARING TO ANNOUNCE STRONG MEASURES AND A FORCEFUL MOVE AGAINST IRAN.

THIS IS ESCALATION.
https://x.com/0xNonceSense/status/2028493217357004889
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🚨 BREAKING:

REVOLUTIONARY GUARDS COMMANDER SAYS THE STRAIT OF HORMUZ IS CLOSED.

IRAN TO SET FIRE TO ANY SHIP TRYING TO PASS.
https://x.com/0xNonceSense/status/2028565724235743738
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THE NEXT BUYERS OF CRYPTO WON’T BE HUMAN

AI agents are already writing code, running support, and managing infrastructure.

They operate 24/7. They don’t ask for permission…

READ⤵️
https://x.com/0xNonceSense/status/2028813433521738129
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🚨 JAN VAN ECK, CEO OF VANECK:

🗣 “I think we’re making a bottom.”

Says recent price action shows stabilization after prolonged volatility and heavy downside pressure.

Selling momentum is fading. Potential trend shift underway.
https://x.com/0xNonceSense/status/2028827627692404882
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BITCOIN WILL NEVER REPLACE GOLD

At least, that’s what Ray Dalio believes.

No central bank support.
Uncertain privacy.
And long-term quantum risks.

Meanwhile, gold still sits on the balance sheets of central banks worldwide.

Let’s unpack this:

READ⤵️
https://x.com/0xNonceSense/status/2029182459770994764
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POV: It’s 2030

The Bitcoin you bought at $69,000 is now worth $1,000,000.

Everyone else sold.
You didn’t.

Not because you’re a genius…

READ⤵️
https://x.com/0xNonceSense/status/2029197597681041492
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Jamie Dimon says crypto exchanges offering yield is “unfair” to banks.

Crypto didn’t win by bending the rules. It built new financial rails while banks spent a decade protecting the old ones.

Open networks created programmable money, global liquidity, and new ways to earn yield.

Capital flows to better systems.

https://x.com/0xNonceSense/status/2029210538534916328
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BITCOIN IS BEING MANIPULATED

And the data makes it obvious.

Here’s the proof:

READ⤵️
https://x.com/0xNonceSense/status/2029560422840651980
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THE END OF THIS WAR WILL TRIGGER THE NEXT BULL RUN

Day 1 → Fighting stops. Shipping through the Strait of Hormuz resumes. Nearly 20% of the world's oil flows through it.

Day 2 → Oil markets reprice supply risk. A 20–30% drop becomes possible.

Week 2..

READ⤵️
https://x.com/0xNonceSense/status/2029577567125307888
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🚨 ANYONE USING AI SHOULD KNOW THIS

I spent the last few hours reading interviews with Anthropic’s CEO and something stood out.

Anthropic’s CEO just said…

READ⤵️
https://x.com/0xNonceSense/status/2029880229557366915
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JANE STREET PATTERN IN THE GOLD MARKET

8:00 AM ET.

Four days in a row.

That kind of timing usually means algorithms are involved.

Here’s what the last few days looked like:

READ⤵️
https://x.com/0xNonceSense/status/2029900080434864500
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🚨BULLISH:

🇺🇸 U.S. REGULATORS JUST ALLOWED BANKS TO HOLD TOKENIZED SECURITIES.

THIS IS HUGE.

THE BULL RUN IS GETTING CLOSER 👀
https://x.com/0xNonceSense/status/2029915169057624339
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JANE STREET IS SETTING UP A BITCOIN DUMP

Recently accused of insider trading during the LUNA/Terra collapse and dumping $BTC at 10am, the firm is still active.

Over the past several hours, wallets linked to it deposited more than $20M in $BTC to exchanges ⚠️
https://x.com/0xNonceSense/status/2029930018915447216
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GHOST CHAINS RIGHT NOW:

Raised: $6,700,000,000
Total fees: $42,700 / week
Fees: ~$2,220,400 / year

That’s $3,018 raised for every $1 paid fee per year.
https://x.com/0xNonceSense/status/2030303056219283810
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ANTHROPIC KNOWS WHICH JOBS AI WILL REPLACE FIRST

Most at risk:
– Programmers
– Financial analysts
– Customer service

But here’s the twist:

READ⤵️
https://x.com/0xNonceSense/status/2030316415950176545
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🚨 UPDATE:

Only 1,000,471.85 $BTC remain to be mined from the fixed 21 million total.

Last call on easy supply.
https://x.com/0xNonceSense/status/2030622945845141599
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🚨 THE NEXT 24 HOURS COULD CRASH GLOBAL MARKETS

Almost nobody is paying attention to the signals.

Here’s what’s happening:

READ⤵️
https://x.com/0xNonceSense/status/2030637798743790015
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🚨 THE IRAN WAR IS BURNING BILLIONS

But the real risk isn’t the war itself.

It’s the global supply chain that could break next.

And it all runs through a 21-mile chokepoint.

Here are the numbers:

READ⤵️
https://x.com/0xnoncesense/status/2030962370164711487
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