I'm Irfan. After years in the crypto trenches, I blog to share real insights—stripping away the hype to give you a clearer view of the market. Let’s navigate it
🚨 SAUDI ARABIA JUST BECAME THE BIGGEST WAR PROFITEER IN HISTORY
Saudi Arabia is America's closest ally. And they are getting rich from a war America is fighting. Here is the proof.
💀 Saudi exports BEFORE the war: 6,660,000 barrels per day. 💀 Saudi exports NOW: 3,330,000 barrels per day. 💀 That is a 50% DROP.
💀 Oil price BEFORE the war: $67 per barrel. 💀 Oil price NOW: $130 per barrel. 💀 Saudi added $19.50 per barrel premium on Asian buyers. 💀 That is the HIGHEST premium in history.
⚠️ They are selling HALF the oil at DOUBLE the price with a RECORD fee on top. ⚠️ The math says they are making MORE money than before the war.
⚠️ The IEA called this the largest supply disruption in global oil market history. ⚠️ The supply loss is 10,000,000 barrels per day. OPEC+ fixed 206,000 of it. On purpose.
Let that sink in.
Now the part nobody will say out loud.
Saudi bypassed the Strait of Hormuz entirely. Their East-West pipeline now carries 7,000,000 barrels per day to the Red Sea.
Korean and Indian refiners are rerouting to Saudi's Yanbu port for the first time ever.
Saudi does not need Hormuz open. Saudi was NEVER going to suffer from Hormuz closing.
And Gulf states including Saudi Arabia, UAE, Kuwait, and Bahrain are PRIVATELY urging Trump to keep fighting Iran. They want Iran weakened further before any ceasefire deal happens.
Because every week of war is another week of record oil prices. Every week of record prices is another week of record Saudi revenue.
If Saudi wanted Hormuz reopened, why did they spend billions on a pipeline to avoid it?
If Saudi was suffering, why are they charging the highest markup in history right now?
If Saudi is a loyal ally, why are they privately pushing for more bombing of a country America is already bombing?
Complete silence.
This is not an oil story. This is not a US-Iran story. This is a war profiteering story.
And the profiteer is the country hosting American military bases.
i lose followers every time i post the hard truth.. and i post it anyway.
15. 🇹🇿 Tanzania — 60 t 15. 🇨🇴 Colombia — 60 t 15. 🇧🇫 Burkina Faso — 60 t 13. 🇲🇱 Mali — 70 t 13. 🇧🇷 Brazil — 70 t 10. 🇿🇦 South Africa — 100 t 10. 🇵🇪 Peru — 100 t 10. 🇮🇩 Indonesia — 100 t 9. 🇺🇿 Uzbekistan — 120 t 6. 🇲🇽 Mexico — 130 t 6. 🇰🇿 Kazakhstan — 130 t 6. 🇬🇭 Ghana — 130 t 5. 🇺🇸 United States — 160 t 4. 🇨🇦 Canada — 200 t 3. 🇦🇺 Australia — 290 t 2. 🇷🇺 Russia — 310 t 1. 🇨🇳 China — 380 t
(Note: Data estimated for 2024; latest available in early 2026. Top 17 account for ~76% of global production. Remaining 780 t distributed among other countries, each with less than 60 t.)
Source: U.S. Geological Survey – Mineral Commodity Summaries 2025
JUST IN🇺🇸❌🇨🇳🔥 NVIDIA considered to buy more $ETH and #Crypto before Chinese takeover on $3 trillion digital currency market as China spent Trillions on R&D, Crypto and AI.
🚨This Is last bearish for US firms and Companies for buying Bitcoin and Crypto.
BREAKING: 🇺🇸 S&P 500 hit a new all-time high and gave its highest daily close ever in history.
US stock market has added +$10 TRILLION in the last 29 days and pulled off the biggest reversal in decades.
Logically Bitcoin should catch up and hit at least $90k-$95k if not higher. It is absolutely wild that $BTC is down -40% while stocks are at a new ATH.
If BTC gets rejected from here, we are fucking cooked like really cooked.
Iran has acquired a Chinese reconnaissance satellite - operating in orbit with Earth Eye Co
More details ❤️
⚪️The $37 million deal was made with the participation of a IRGC general.
⚪️The TEE-01B satellite, launched from China in June 2024, soon came under Iran's military control. It is controlled via ground stations in Beijing.
⚪️The resolution of the shooting is 0.5 m: it allows to distinguish individual aircraft, vehicles, infrastructure elements and fuel systems. This is a sharp jump in the accuracy of reconnaissance.
⚪️According to leaks, after the March 14 strike on the Prince Sultan base in Saudi Arabia (where US Air Force refueling aircraft were damaged), the satellite made detailed images of the object.
⚪️The system is practically invulnerable: control is possible even from a laptop, without ground infrastructure in Iran, which can be hit.
⚪️This gives Iran not just a weapon, but an exact map of targets.
⚪️Modern bases depend on digital systems (SCADA, logistics, air operations). Previously, such systems have already become the target of Iranian cyberattacks.
⚪️Now Iran has accurate satellite data showing the location of objects and communications - including fuel lines under the runway.
⚪️This could disrupt the work of aviation, including the use of strategic B-2 bombers and bunker buster bombs, as well as affect the entire system of departures in the region.
⚪️China is not officially involved, but its technology features in the strike guidance system.
We are witnessing a historic breakout in chip stocks that is completely decoupling from the rest of the market.
- SanDisk has gone from $30 to $1,032 in 13 months. That is a 36x return.
- Micron has gone from $60 to $524 in the same period. An 8.5x return.
- Nvidia is at $209, just 1% below its all time high of $212.
But this week will decide if the rally continues or stalls.
5 out of 7 Magnificent Seven companies report earnings this week. FOMC decision on Wednesday. ISM manufacturing forecast is 53 which would be a 45 month high.
🇺🇸🇮🇷 Former Trump administration official: Trump's dangerous advisors lie to him as if there's no tomorrow - Alternet
Miles Taylor (former Department of Homeland Security analyst in the Trump administration) revealed that Trump's senior advisors, due to fear of his unpredictable reactions, alter reports related to US war damages or negotiation failures.
They present him with a picture of "continuous victories" to prevent more disastrous military orders.
🇮🇷 Iran's top military adviser just declared "no country is capable of blocking Iran's oil exports."
Meanwhile, Iran's oil storage is nearly full because they can't export it.
They're shipping crude by rail to China now, while some ships are passing through Trump's blockade by hugging the Pakistani coast and avoiding International Waters
So is Trump's blockade working?
Short answer: Nobody knows, likely not even Iran 😅
🚨BIG WARNING: $3.6 TRILLION GOLDMAN SACHS IS CALLING FOR A STOCK MARKET DUMP
Goldman Sachs warns that the flow engine behind the current rally is starting to slow now.
For the last few weeks, markets were supported by short covering, CTA trend-following funds buying aggressively, and investors chasing performance after being underexposed.
That helped push the S&P 500 higher very quickly.
Now that setup is changing.
Goldman says CTAs have already done most of their buying program after adding tens of billions this month.
That means one of the biggest automatic buyers in the market may no longer be there.
At the same time, hedge funds are reducing leverage and cutting gross exposure instead of adding fresh risk.
That is important because leverage helped drive a large part of the move higher.
Another issue is month-end pension rebalancing.
Goldman estimates roughly $25 billion of U.S. equities could be sold as pensions rebalance portfolios.
That would be the largest non-quarterly sell program on record.
This type of selling is mechanical.
It does not care about earnings, AI, rates, or headlines.
It simply hits the market.
There is also a warning under the surface.
Recent S&P 500 close showed hundreds of stocks closing lower even while the index rose.
That means gains are being carried by a small number of mega-cap names.
Goldman’s sentiment and positioning indicators are also moving into stretched territory.
That usually means the easy upside from under-positioning is already behind.
So what does this mean now?
It does not automatically mean a 50% crash will happen, but the market may enter a harder phase.
This means:
- Fewer natural buyers - More forced or mechanical sellers - Higher sensitivity to bad news - Bigger swings and VIX spike
The first part of the rally was powered by flows.
The next part will need strong earnings, fast growth, and real buyers, and without them, the chances of a dump will go up substantially. $DAM $PRL $ZKJ
The man who predicted the 2008 crash is getting destroyed by Nvidia right now.
Michael Burry bought $187 million in Nvidia put options at a $110 strike price in Q3 2025 when the stock was around $130. Nvidia is now at $208, 90% above his strike price.
Those puts are effectively worthless unless Nvidia drops 47% before December 2027.
Nvidia has added $2.15 trillion in market cap since he placed this bet. He called it "the most concentrated way to express a bearish view on the AI trade" and compared Nvidia to Cisco before the dot-com collapse.
Cisco collapsed 90%. Nvidia just crossed $5 trillion and became the most valuable company on earth.
Burry shut down his hedge fund in November 2025.
He now runs a $39 per month Substack newsletter publishing his AI bubble thesis while Nvidia prints new all time highs every week. $DAM $PRL $SWARMS
BREAKING: 🇮🇷🇺🇸 Iran has proposed to the US a new deal to reopen the Strait of Hormuz
The US outlet citing a US official and two sources, says Iran has proposed a deal to reopen the Strait of Hormuz and end the war, while delaying nuclear talks for later stage.
But ending the blockade and war would take away Trump’s leverage to force Iran to give up its enriched uranium and stop nuclear activities
According to three US officials, Trump is expected to hold a Situation Room meeting on Iran on Monday with his top national security and foreign policy team.
BREAKING: Michael Saylor's Strategy bought another $255 million worth of Bitcoin last week at an average price of $77,906.
In the last 7 days approximately 3,150 BTC were mined globally. Saylor bought over 3,273 in the same period. One company is absorbing more than the entire weekly mining output.
Strategy now holds 818,334 BTC. That is 3.8% of Bitcoin's entire supply held by one company. $DAM $PRL $SWARMS
BREAKING: China’s largest private refiner, Hengli Petrochemical, fell 10% after the U.S. imposed sanctions over alleged purchases of Iranian oil.
The U.S. Treasury said the company is “one of Iran’s largest customers” for crude and petroleum products, accusing it of buying billions of dollars worth of Iranian oil.
Hengli Petrochemical denied any dealings with Iran.
China condemned the move as “illegal” unilateral sanctions and urged Washington to stop politicizing trade and technology issues and using them as a weapon. $DAM $PRL $SWARMS