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
THE LARGEST SUPPLY TRANSFER OF THIS CYCLE IS HAPPENING RIGHT NOW. 🚨
Long term holders absorbed 303K BTC in 30 days. > Strategy added 53K BTC. > ETFs absorbed another 16.8K BTC. While short term holders dumped 290K BTC in panic.
This is not normal market activity. This is a generational wealth transfer happening in real time.
Weak hands distributing to the strongest hands on the planet.
Institutions. Long term holders. The most convicted players in this entire market.
Every previous time this pattern appeared at this scale The ones who sold to institutions never forgave themselves.
The transfer is happening right now. Which side are you on. $KAT $SKR $INX
🚨STRAIT OF HORMUZ DISRUPTION COULD TAKE MONTHS TO CLEAR
Outgoing Dow CEO Jim Fitterling said logistics disruptions from the Strait of Hormuz could take about 275 days to unwind even if the passage reopened today.
The warning highlights how energy and shipping supply chains may remain strained longer than investors expect, he told CNBC. $KAT $SKR $INX
🇮🇷 More than 15 countries are urgently advising their citizens to leave Iran immediately.
Many nations are telling their citizens to get out of the Middle East
These citizens need to leave Iran imminently.
🇺🇸 US - Leave immediately 🇩🇪 Germany - Leave 🇮🇹 Italy - Leave if possible 🇪🇸 Spain - Leave ASAP 🇵🇱 Poland - Leave immediately 🇫🇷 France - Leave 🇬🇧 UK - Leave if possible 🇨🇦 Canada - Leave now 🇫🇮 Finland - Leave / avoid travel 🇸🇪 Sweden - Leave (no evacuation guarantee) 🇷🇸 Serbia - Leave ASAP 🇨🇾 Cyprus - Avoid travel / leave 🇮🇳 India - Leave expeditiously 🇰🇷 S Korea - Leave / avoid travel 🇸🇬 Singapore - Leave if possible 🇦🇺 Australia - Leave ASAP 🇨🇳 China - Leave 🇧🇷 Brazil - Leave if possible $KAT $SKR $INX
🚨🇮🇩 Toll time? Indonesia eyes Iran’s playbook to monetize Malacca Strait
FM Purbaya Yudha Sadewa has floated mimicking Iran's taxes on the Strait of Hormuz for ships sailing the Strait of Malacca—bordered by Indonesia, Malaysia, and Singapore.
"Indonesia is not a peripheral country. We sit on a strategic global trade and energy route. Ships pass without charge—I'm not sure if that's right, he told a symposium, musing that if split three ways “It could be quite substantial."
He then quickly backtracked, saying "If only it could be like that."
President Prabowo Subianto previously pointed out that Indonesia controls 70% of East Asia's energy flows: "Are we aware how important we are?"
Indonesia, Malaysia and Singapore jointly manage the Malacca strait under international law (UNCLOS).
The chokepoint - 2.8 km at its narrowest - links the Indian Ocean to the South China Sea and:
🔸 carries ~30% of global maritime trade
🔸 moves 23–25M barrels of oil daily
🔸 supplies ~80% of China’s crude imports $KAT $LAB $MOVR
IRAN JUST DROPPED A BOMB SHELL ON THE WORLD ECONOMY.
PROBABLY HAD SOMETHING TO DO WITH USA x INDONESIA PLANNING TO BLOCK THE Indonesian Strait (aka The Straight of Malacca)
Iran JUST announced they are charging a fee for ALL ships that ENTER the Straight of Hormuz.
WILD! - The PAYMENT has to be paid in their local currency, AND, any country that participated in the war has to pay MORE.
AND, Israel is PERMANENTLY BANNE.
AND, if that wasn’t enough…
ALL ships from countries that are SANCTIONING Iran are BANNED:
🇺🇸🇬🇧🇪🇺 🇯🇵🇰🇷 🇦🇺
What happens next I do not know.
My SHORTS on major global indexes remain OPEN. The global economy is one thing away from ultimate collapse. The Great Depression, but 10x worse. $KAT $LAB $MOVR
🇺🇸🇮🇷🇵🇰 The ceasefire was announced on April 8, and yeah, if you just read the headline, it sounds like things are calming down.
But then you start connecting the dots, and it feels less like peace and more like a setup.
Behind the scenes, movement was already underway. On March 31, the USS George H.W. Bush left the U.S. with around 90 fighter jets and 6,000 troops onboard. Instead of taking the direct route, it went around Africa, slower, quieter, and now it’s basically about to enter the region.
Then April 16 hits, and the USS Gerald R. Ford passes through the Suez Canal and heads straight into the conflict zone.
At the same time, another group called the Boxer Amphibious Ready Group starts moving in from the Pacific with about 4,200 Marines. These are ground troops trained to land, fight, and hold positions.
And it’s not like this was empty space before. Around 2,000 soldiers from the 82nd Airborne, basically rapid-response troops, were already deployed. Another 2,500 Marines and sailors were sitting on the USS Tripoli, which is built to launch helicopters and troops straight into combat zones.
Now pause for a second.
While all this heavy movement is happening, JD Vance is in Islamabad talking peace.
So on one side, you’ve got negotiations.
On the other, you’ve got serious military buildup.
Then the talks fail.
Instead of things easing, the U.S. puts a naval blockade on Iranian ports. That basically means ships trying to enter or leave are stopped. Around 28 ships were forced to turn back. Trade gets hit, pressure goes up, and things tighten fast.
Now zoom out, because this is where it gets big.
There are now 3 aircraft carriers in play, Lincoln, Ford, and Bush. Around 27 warships in total. That’s about 41% of all U.S. naval forces deployed worldwide sitting in one region.
Troops go above 50,000. Normally it’s closer to 40,000, so that jump matters.
🚨 BREAKING: According to Reuters, Pakistan is negotiating a secret deal, Iran will open the Strait of Hormuz and the United States will partially lift the naval blockade.
Pakistan is quietly mediating between Iran and the US.
If the deal happens, oil prices will fall and global supply lines will normalize. $KAT $LAB $MOVR
Forget “reading your thoughts.” That’s not the play. The play is mapping your brain. Apple isn’t trying to hear what you’re thinking… they’re trying to measure how you think.
Frequency. Patterns. Reactions.
For anyone thinking this is sci-fi: Apple filed patent US20230225659A1 for in-ear devices with electrodes meant to sit deep in the ear and record electrical brain activity. (This direction is NOT unique to Apple, but applies to the entire earbud market)
Your brain runs on electrical signals, waves, rhythms, spikes.
Translate that into data, and suddenly:
Stress has a signature Focus has a signature Fear, desire, hesitation are all measurable
Now scale that across millions of users.
You don’t need to read minds when you can predict behavior with insane accuracy.
Think about what that unlocks. •Ads that hit before you even feel the impulse •Content tuned to your exact emotional state •Messaging timed to your weakest moments •AI that learns your decision making rhythm, not just your clicks
It’s not exactly surveillance but calibration.
They can eventually guide your state, not just observe it
That’s the leap.
From tracking to influencing to shaping. IN REALTIME. They won’t call it control.
When oil rises, costs spread through the economy and eventually show up in inflation.
That process may already be starting.
Gasoline prices have moved sharply higher again while CPI is already around 3.3%.
In previous cycles, fuel spikes often hit inflation data with a delay, which means current CPI may not yet reflect the full pressure building underneath.
The second risk is supply.
The Strait of Hormuz remains one of the most important oil chokepoints in the world.
Roughly 15% to 20% of global oil supply can be impacted when flows are disrupted there.
Even delays and rerouting can raise freight and energy costs before shortages appear.
History matters here.
In the 1990 Gulf War, a smaller oil shock still coincided with a roughly 21% stock market drawdown and recession pressure.
In 1973, the damage was far worse.
Today the setup is harder.
Markets are expensive, inflation is already elevated, and central banks have less room to cut rates quickly if inflation rises again.
For those who are blind to these ongoing global affairs.. it’s all about the US Dollar vs Chinese Yuan.
Who controls the money, controls the world.
But USA could have just pulled out a card I did not see coming. A deal with Indonesia. Block the straight of Malacca (Indonesia) where China relies extremely heavily on oil (70+ percent) from the Middle East.
Control which ships go through here, China’s economy will slowly come to a standstill. This is where China could fold, OR things could escalate.
Nevertheless, still heavily short on global indexes.
Europe fight Russia (probably physically)
USA fight China (not necessarily physically)
But then you wonder what would happen to the EURO / GBP.
If US dollar remains the primary global choice in trade after this mess ends, (probably at least a few years).
I could see the UK abandoning the the GBP and turning to US dollar and effectively being under US control.
Europe will be split. Eastern Europe will want peace and no doubt sign with Russia. Western Europe will fail, UK having the strongest lifeline because It is its own Island, closest to American culture, and historically been great allies. $MOVR $SPK $MAGMA
JUST IN🇰🇷🇮🇷❌🇰🇵 South Korean special envoy, Chung Byung-Ha has arrived in Tehran to discuss further Oil and Energy deal amid US-Iran war and rising oil crisis across the East Asia.
🚨Is South Korea ready to buy oil and gas from Iran in Yuan or local currency? $MOVR $SPK $MAGMA