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@DeItaone 🔼 This is where it starts

@DeItaone Aren’t the Pakis and Turks meant to leap to their defense? x.com/Jeremy10036/status/20875…

@DeItaone Saudi going dark in the Red Sea means the real signal isn't headline crude prints, it's freight rates and prompt spreads. If Houthi attacks persist, that risk premium is already being bid into the curve.

@DeItaone Eliminate the military capacity of Houthi scum @potus

@DeItaone This is a major risk signal for oil markets 🚨🛢️

@DeItaone When will the Middle East return to a more peaceful state? Never? ☮️🕊️

@DeItaone 关掉AIS装船，等于把安全责任甩给了买家和船员，胡塞这下更没顾忌了，红海保费还得涨吧

@DeItaone Stealth mode for tankers. But some still managed to be spotted.

@DeItaone Banks see tokenized deposits as a way to modernize settlement without fully embracing public crypto. Adopting the technology while avoiding the volatility is exactly the middle path incumbents prefer.

@DeItaone risk premium sneaks back as red sea shipping goes dark

@DeItaone shipping crude with tracking off in a war zone is a wild risk insurance on those loads must be through the roof

@DeItaone Turning off ship tracking during attacks makes oil supply visibility much murkier

@DeItaone Inventive hands transform barren land, creating thriving realities.

@DeItaone Geopolitical instability is just a feature of the current supply chain. The market hates uncertainty, but the smart money is already pivoting.