FX CRYPTO news

🇮🇷 船がホルムズ海峡への入域許可を得ました。しかし、入った瞬間に攻撃を受けました。

三隻の商船が攻撃されました。そのうち二隻はインドのタンカーで、一隻は200万バレルのイラク産石油を運んでいます。

まだ負傷者は出ていませんが、それが問題ではありません。

世界の海上石油の三分の一がその海峡を通過しています。

もし船が通過許可を受けた後に攻撃を受けるなら、ホルムズ海峡は今や罠です。

出典: Axios

$PORTO $ALICE $HIGH

緊急速報：これはネタニヤフに対する厳しい一撃です🔥

🇮🇱 ネタニヤフ –– 「スペインの指導者たちはイスラエルを中傷しています。今やスペインを敵と見なします」

🇪🇸 スペイン –– 🔥 「私たちはあなたを中傷しているのではなく、あなたを定義しています。あなたは虐殺者であり、犯罪的な政権です

あなた方全員が国際刑事裁判所に出廷することになります」🫡

あなたがスペインと言うと、私は脊椎と聞こえます

$AIN $AIOT $SKYAI

Natural gas has quietly become the one thing the US power grid can't live without.

Natural gas is the most flexible power source on the grid.

Unlike coal, gas plants can ramp up and down in minutes.

That responsiveness is what keeps the lights on during peak demand.

It's also the backup for when solar and wind go quiet.
No sun, no wind, gas fills the gap.

As coal and nuclear plants retire, the grid leans harder on gas.

So even with green policy goals, real-world reliance on gas is rising.

The scale is enormous. California's grid alone runs on 36 GW of gas generation.
Remove that, and you face a serious question about grid stability.

Alternatives exist. Hydropower, battery storage, and advanced nuclear can all provide on-demand power.
But replacing gas isn't a 10-year project. It may not even be a 100-year one. The grid was built around it.

$TAC $SYN $UB

🚨🇶🇦Maritime activities in Qatar have been suspended indefinitely by the Ministry of Transport and Communications, and vessel owners and users are instructed to avoid sailing for public safety.

$TAC $UB $SYN

In December 2025, the board of directors of African Development Bank (AfDB) approved $214.47 million for the South Sudan-Ethiopia-Djibouti Transport Corridor with Ethiopia receiving $181.5 million, Djibouti with $29.7 million and South Sudan takes $1.96 million.

Ethiopia and Djibouti have started phase II of the construction of a 67km expressway and upgrading of 18km Mouloud section in Ethiopia and Djibouti respectively. The $1.96m for South Sudan is purposely to upgrade the studies of a 280km road from Kapoeta-Raad. Juba is as silent as a grave.

$TAC $UB $SYN

🇷🇺 Russian forces keep widening and strengthening the buffer zone

📍 On June 28, President Putin confirmed Russian troops are establishing a strategic buffer zone in Ukraine’s Sumy region.

Key facts:

👉 The city of Sumy is now just 10.5 km away.

👉 Ukrainian forces are roughly 2 km from full encirclement at the Oskol River.

While the main frontline is in Donbass, liberating Slavyansk and Kramatorsk, and creating the Sumy buffer zone is still crucial for Russia's border security and military tactics.

Here’s why this matters:

🟠 The Sumy region borders Russia’s Kursk and Bryansk regions. The aim is to push Ukrainian forces as far from Russian territory as possible.

🟠 The Sumy region also borders Belarus. With Zelensky escalating provocations against Minsk and President Lukashenko personally, establishing a liberated zone in this tri‑border area has become non‑negotiable.

President Putin noted that Ukraine wants to confine the fighting to Donbass and Zaporozhye but Russia has no intention of letting Zelensky's mafia off the hook.

$TAC $UB $SYN

🇷🇺ロシア、バルト海で機関銃付きの「影の艦隊」タンカーを運用　ワーグナー元傭兵も関与

ロシアは、バルト海の制裁対象となっている原油・LNGタンカーの「影の艦隊」に、元ワーグナー・グループの傭兵やその他のロシアの治安要員を配置している。現在、一部の船には艦橋に搭載された重機関銃が見られる。

目的は、制裁逃れを阻止し、戦費の資金を削減することを狙ったNATO/EUによる乗船、検査、または差し押さえを抑止、あるいは抵抗することだ。

その結果、強制措置の作戦ははるかに危険で、複雑さが増し、エストニアのような国々の警戒心が高まることにつながっている。

この動きは、漏洩した文書、乗組員名簿、監視写真、そして2025年からの複数の調査報道によって裏づけられている。

$TAC $UB $SYN

🛢️ When the Strait of Hormuz shakes, these are the countries that panic.

Some get over 90% of their oil from the Middle East.

This ranks nations by how dependent they are on Middle East oil imports.

At the top, Eritrea relies on the region for 91% of its oil.
Madagascar follows at 89%.

The names that matter for markets come next.

Pakistan at 78%, Japan at 77%.

Then Taiwan (63%) and South Korea (57%). Major economies almost entirely hooked on Gulf crude.

Even giants are heavily exposed. India sits at 45%, China at 38%.

This is exactly why a Hormuz disruption is a global event, not a regional one.

The least dependent tell the opposite story. Canada at 1%, the US at just 3%.

These are producers.

They pump their own oil and barely touch Middle East barrels.

Energy security isn't about how much oil you use. It's about where it comes from.
Watch the most-dependent list during any Gulf crisis. Those are the economies that feel the price shock first and worst. 

$TAC $UB $SYN

JUST IN🇮🇷🇺🇸🔥 US Navy, CENTCOM and US bases are preparing to launch massive airstrikes and ground strikes or Iranian proxies, Iranian Assets and Iranian military if Qatar talks failed.

$TAC $UB $SYN

🇺🇸🇮🇷🇶🇦 CENTCOM keeps 50,000+ troops on high alert across the Middle East.

This comes as Iran says preparations for U.S. talks in Doha haven't started yet.

The playbook remains the same: Military pressure + diplomacy in parallel as tensions heat up.

Source: Al Arabiya / Writer: Lucas

$TAC $UB $SYN

EXCLUSIVE: J-35 STEALTH FIGHTERS LANDING IN PAKISTAN SOON AT ISLAMABAD'S GATES. 🇵🇰💥

The Dragon is Rising and Pakistan is First in Line to Receive China’s Deadly 5th-Gen Beast.

⚡ Radar-Piercing Power
⚡Rewriting the Skies Over South Asia
⚡️ Game-Changing Supremacy

Who’s Sleeping on the Pakistan-China Alliance Now? 🇨🇳⚔️🇵🇰

$TAC $UB $SYN

🛢️ How does an LNG plant actually work?

It chills gas to -162°C and shrinks it 600 times so it can cross oceans.

Here's the machine behind it.

The goal is simple, turn natural gas into liquid so it fits on a ship.

Cooling gas to -162°C cuts its volume by roughly 600x.

That's what makes global transport possible.

It starts with gas processing, stripping out heavy hydrocarbons and impurities.

Then the Acid Gas Removal Unit pulls out CO2 and H2S to prevent corrosion and freezing.

Dehydration follows, removing every trace of water.

Even a little would freeze solid and block the system.

The heart is the liquefaction train, where refrigeration cycles chill the gas in stages.

At its core sit giant cryogenic heat exchangers, among the largest equipment in the entire facility.

Then storage in double walled tanks, and loading onto specialized LNG carriers for export.
The scale is enormous.
A single train can process 5-8 million tons of LNG a year.

This is the technology that lets gas reach markets no pipeline could ever serve.

It's why LNG is rewriting global energy trade.$TAC $SYN

China’s is seeing unprecedented money supply growth:

China's M2 money supply is up to a record ~240% of GDP, the highest among any major economy in the world.

This metric has surged +100 percentage points since the 2008 Financial Crisis.

Over this period, China’s M2 money supply has surged +500% in Dollar terms.

By comparison, the country's gold reserves and total FX reserves have risen +100% and +60%, respectively.

To put this into perspective, Japan's M2-to-GDP ratio, the next highest, stands at ~185%, while the US sits at ~70%.

China's monetary expansion is unlike anything seen among major economies.

$RAVE $G $TAC

A massive expansion has been in construction since 2024 in the Bo’ao dual use Air base in Hainan island.

This civilian-military air base used to support both UAVs and a fleet of KQ-200 ASW Aircraft, as we can see a dozen bug hangars are being built in the apron.

$TAC $G $RAVE

🇨🇳 China's push for a tailless 6th-generation fighter has reportedly hit a major technical hurdle.

Extreme stealth comes at a price—maintaining stability, integrating advanced flight controls, and achieving the required engine performance are among the toughest challenges.

Will this slow China's momentum and give the U.S. NGAD program time to close the gap, or will Beijing remain ahead in the 6th-gen race?

$RAVE $TAC $G

United Kingdom has become the first country to invest in Ethiopian electricity.

Through Gridworks, UK has committed $400m for the transmission of power to Ethiopia's Somali region, central and north-eastern power grids. With another additional $23.9m in technical assistance.

Ethiopia's main aim of this agreement is to have industrial acceleration and distribution of power to her citizens across the country and beyond while the UK believes by investing in Ethiopia, jobs will be created and livelihood will be improved that will subsequently reduce economic pressure and rampant illegal immigration.

Ethiopia isn't looking for handouts any more, she wants investors.

$G $TAC $RAVE

🇵🇰🇦🇫 Pakistan just launched airstrikes across 3 Afghan provinces (Paktia, Paktika, and Kunar) with Kabul reporting civilian deaths from the strikes.

This comes a day after Jamaat-ul-Ahrar, a TTP splinter group, attacked a Pakistani military facility in Karachi killing four soldiers and wounding others, which is almost certainly what triggered the cross-border response.

Pakistan has been running this cycle for years: attack on Pakistani soil, airstrikes into Afghan territory, Taliban condemnation, brief pause, repeat.

But the Karachi strike hitting an urban military facility rather than a border post is an escalation in itself and Pakistan's response across three provinces simultaneously suggests they're done absorbing hits quietly.

The Taliban government is already isolated internationally and now has Pakistani jets over its territory with civilian casualties to explain. This one has room to get significantly worse.

Source: via @officialrnintel on TG / Writer: Oliver

$TAC $RAVE $G

🛢️ 2 maps explain global power better than any textbook.
Where the oil is, and where it's allowed to flow.

The top map shows the world's oil fields.
The bottom shows the pipelines that move it.

Look at the fields first.
They cluster in the US, Russia, the Middle East, and West Africa.

Oil doesn't care about borders.
It sits where ancient geology put it, scattered and uneven.

Now look at the pipelines.
This is where human power takes over from nature.

North America is a dense web.
Crude moves freely from field to refinery to coast.

Eurasia is even denser, a tangled network linking Russia, Europe, the Middle East, and China.

But notice the gaps.
Africa and South America have huge fields and thin pipeline networks.

That's the difference between having oil and being able to use it. Infrastructure is power.

A field with no pipeline is stranded wealth.
A pipeline is what turns reserves into revenue.

This is why every chokepoint and every new line matters so much. Geology decides who has oil. Pipelines decide who controls it.$TAC $RAVE

The dream of turning the East African Community (EAC) into a single, massive nation the East African Federation (EAF) is one of the most ambitious political projects in the world.

If it succeeds, the 8 current member states (Kenya, Uganda, Tanzania, Rwanda, Burundi, South Sudan, the DRC, and Somalia) will dissolve their individual borders to become a single sovereign country.

$TAC $G $RAVE

All the gold ever mined fits in a sphere 107 ft wide.

216,300 tonnes above ground.
Worth around $29T

That's it and that's the whole supply.
It grows about 2% a year, and you can't print more.

Now put that against central banks buying hundreds of tonnes a year while the West dumps paper.

The full analysis is in the below comments👇

$VELVET $ACT $SYN