MisterFish retweeted
Everyone watches crude oil. Watch refineries.
Fewer refineries means less demand for crude. So crude falls while diesel, gasoline and jet fuel go up.
Up to 10% of global refining capacity has been offline since spring. So who wants high gasoline and diesel prices, and why? And who benefits from cheap crude?
Everyone watches crude oil. Watch refineries.
Fewer refineries means less demand for crude. So crude falls while diesel, gasoline and jet fuel go up.
Up to 10% of global refining capacity has been offline since spring. So who wants high gasoline and diesel prices, and why? And who benefits from cheap crude?
Central banks bought a net 321 tonnes of gold in Q3. Most since late 2024, 42% more than a year ago.
Price is still close to 30% off the highs.
Funds sell. Central banks keep buying.
Fed hawkish. 10Y near 5%. Margin calls hitting metals.
Gold still around $4,000.
Imagine what it does when they start cutting.
Binance lost $6.3B. BTC dropped 12.7% from the high.
In 2022, a fraction of that would have taken half the market with it.
$BTC has spent 24 hours in a 1.8% range after the largest hack in crypto history.
Either nobody cares anymore, or everyone is waiting for the same thing.
Looking at how price reacts, this is my primary atm on $BTC. X wave could end up being different, but BTC likes to fuck both bulls and bears before it continues it's trend.
Replying to @MisterFish5
Potential a more drawn out scenario with lots of motr chop and traps for both bulls and bears...
Fed held at 3.75–4.00% with two dissents for a hike. Bank of Canada hiked. US 10Y around 5%. Polymarket has a December hike at 77%.
And gold is still sitting near $4,000.
That much hawkishness, and the floor is holding. Worth watching 👀
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MisterFish retweeted
Just noticed @SecScottBessent is now on the Ripple Swell speakers list 🤔
MisterFish retweeted
JUST IN: 🇺🇸 Ripple officially receives full US regulatory approval to operate as a national trust bank.
Replying to @KobeissiLetter
Elections in EM don't get priced in the stock market first. They get priced in the currency. Watch USDBRL, not the Bovespa.












