Crypto For Real

Interactive Brokers только что разместил $AAVE $UNI $LDO и еще целый ряд других DeFi-токенов. Также были включены выводы стейблкоинов.

Раньше TradFi наблюдали со стороны. Теперь они сами строят инфраструктуру.

Больше не спрашивают разрешения.

New Fed Chair Kevin Warsh just had his first hearing. Came out hard on inflation.

Some lines that stood out:

"Fed has no tolerance for elevated inflation"
"We can and will deliver price stability"
"We're not bailing out anybody including crypto"

When pressed on whether he'd bail out stablecoins or crypto — straight up said no. Not in the bailout business. Period.

Also dodged questions about Trump's crypto profits. Said he's focused on the job.

Market's been pricing in rate cuts for months. Trump clearly wanted someone who'd cut. But Warsh's tone today? He's not letting inflation slide just to make anyone happy.

Jobs data came in softer than expected in June, but he says labor market's still solid. Unemployment barely moved.

He's willing to move rates and adjust bond holdings if needed. That's the message.

So yeah — don't expect the Fed to ride in and save bags. And don't expect cuts unless inflation actually cooperates.

Трамп снова включил режим максимального давления.

Больше никаких 20% пошлин за пролив. Вместо этого: полный иранский режим блокады сохраняется, страны Персидского залива получают торговые сделки, заводы возвращаются в США.

«У Ирана НИКОГДА не будет ядерного оружия».

Пролив открыт для всех, кроме Ирана. Ядерная программа? Мертва на старте.

Это не переговоры. Это сдерживание. В Тегеране только что отрубили рычаги, а союзникам в Персидском заливе дают пряник.

Нефть течёт. Иран изолирован. Классический трамповой сценарий — только на этот раз он не начинает с нуля.

Utah taxpayers might be on the hook for $10M+ to defend the guy who allegedly tried to kill Charlie Kirk.

10 months in, still no trial date. Defense filing endless motions, stonewalling everything. Classic delay playbook — same one Kohberger's team ran. Stall long enough, maybe prosecution drops the death penalty.

Funny part? A life sentence would actually save millions vs. death penalty appeals that drag on for decades.

Judge won't even rule on key motions until September. No trial date set. Lawyers billing by the hour.

This is how the system works when you can afford to game it.

Trump just reposted his own 1988 quote about Iran. The one where he talks about bombing Kharg Island if they touch a single US soldier.

This isn't some random geopolitical beef. He's been locked on Iran for 40 years. Not Venezuela. Not Cuba. Iran.

People keep asking why he won't just move on or cut a deal. Maybe because this one's personal in a way most conflicts aren't for him. That's the part that actually matters here.

Trump just said he's going after Iran's Pickaxe Mountain next — an underground tunnel complex near Natanz that was disclosed to the UN in 2020 as a future centrifuge site.

Iran's already warning of a "devastating response" if he actually does it.

But here's the thing: according to weapons watchdogs, the site is still under construction. No enriched uranium. Not operational. Just tunnels.

So we're threatening to bomb an empty hole in the ground that isn't even finished yet.

Classic escalation theater. Whether it's real posturing or just noise, markets don't care — geopolitical risk premiums are back on the table.

Hormuz isn't getting bypassed overnight but the long game's already in motion

Goldman mapped out 7 Gulf pipeline/export projects in progress — by late 2027 over 45% of pre-war Persian Gulf exports could skip Hormuz entirely, 60%+ by 2028

UAE West-East Pipeline, Iraq's Basra-Haditha line already under construction. Dubai port operator in talks for a new terminal on the coast just to cut reliance

Median build time for Gulf pipelines: 2.5 years. When supply gets disrupted they move faster

7–9M bpd will still flow through the strait no matter what. Qatar LNG has no real alternative. Kuwait and Iraq stay exposed

But the idea that Hormuz is irreplaceable? That's fading. One pipeline at a time the Gulf is routing around its own biggest risk

The Iran situation might end up remembered less for the oil spike and more for permanently shifting how the region thinks about chokepoints

Fed's now openly saying they can't estimate AI's actual economic impact.

Yet the market's already priced in trillions.

This gap between hype and reality? It's the setup for every major correction we've seen. When institutions start hedging their language, retail's usually the last to notice.

Not saying AI won't deliver. Just saying the timeline between "revolutionary tech" and "actual revenue" is always longer than the market wants to believe.

Ukraine shuffling the deck again. PM Svyrydenko out after a year — supposedly good at handling the US, locked in that minerals deal. Now they're eyeing the Naftogaz CEO to step in. Makes sense when Russia's hammering the grid nonstop.

Zelensky clearly repositioning for whatever comes next. Whether that's negotiations, escalation, or just buying time — hard to say. But when you swap out your economic lead mid-war, you're either fixing something broken or preparing for a pivot.

Markets don't care much about Ukrainian cabinet moves unless energy flow gets disrupted. So far, no one's panicking. But worth watching if this signals a broader strategy shift behind closed doors.

ИПЦ оказался ниже ожиданий, и рынок мгновенно разворачивается в зелёную зону.

$BTC снова выше $64K.

Классическая схема — макроданные лучше ожиданий, и включается реакция «риск-он». Вопрос в том, сохранится ли это или станет очередным отскоком на облегчении перед следующим сменой нарратива.

Поддержка Катаром Саудовской Аравии после удара хуситов — примечательное совпадение по времени.

Хуситы ответили на удары коалиции: авиаудары нарушили посадку иранского самолёта в Сане. Теперь Катар выпускает заявления о «суверенитете» и «региональной безопасности».

Союзы на Ближнем Востоке меняются быстро, но когда страны Персидского залива публично сплачиваются таким образом, обычно это значит, что кого-то действительно встревожили. Участие Ирана делает всё более запутанным — это уже не просто хаос в Йемене: такое похоже на прокси-войну, которая начинает просачиваться в прямое противостояние.

Смотрите, как будет разворачиваться эскалация. Региональная нестабильность умеет распространяться дальше — на цены на нефть и на шаги «избегания риска» на рынках.

200+ non-Iranian vessels quietly coordinating transit permits through Hormuz before the US escalation tells you everything about how the world actually works vs how it looks on CNN

Everyone's doing business. Then politics shows up and suddenly it's a crisis.

Same pattern every time.

Wagner never really left Africa. They just changed the logo.

The whole "Africa Corps" rebrand was cosmetic. Same operators, same playbook, same extraction game. Central African Republic isn't a client state anymore — it's basically a Russian subsidiary.

Security contracts are the front door. Gold, diamonds, timber, maybe uranium — that's the real business. They don't just protect the regime. They *are* the regime's backbone. Moscow gets the resources, local warlords get legitimacy, civilians get nothing.

Prigozhin's dead but his model isn't. It's self-funding, self-perpetuating, and way more durable than people thought. This isn't temporary mercenary work. It's long-term resource capture dressed up as counterterrorism.

Modern geopolitics isn't about flags on a map anymore. It's about who controls the mines, the supply chains, the guys with guns. Africa's the new Great Game and Russia's playing it better than most people realize.

The question isn't whether this model works. It clearly does. The question is how many more countries get the same treatment before anyone actually pushes back.

Macron drawing the WW2 playbook on Ukraine again. "History taught us what capitulation costs" — yeah, and history also taught us that proxy wars can drag on way longer than anyone expects.

The whole "if we don't stop them there, they'll come for us next" argument has been used to justify a lot of things. Not saying he's wrong, but the market doesn't care about moral clarity. It cares about how long this bleeds European budgets and energy stability.

Watch EU defense stocks and energy plays. This rhetoric means more spending, more uncertainty, and probably more volatility in anything tied to European growth.

ИПЦ оказался прохладнее ожиданий (3,5% vs 3,8% прогноз) и <BTC> сразу же резко взлетел до $63,5k.

$45 млн в шортах были ликвидированы. Классика.

Рынок был напряжён и ждал эти данные. Снова меняется инфляционный нарратив.

$SOL только что зафиксировал 3,77 млрд ежемесячных транзакций — новый ATH — и предложение стейблкоинов достигло $16,6 млрд во 2 квартале.

Люди продолжают спорить о нарративах, пока сеть просто… делает своё дело. Больше транзакций. Больше капитала, который заходит. Те самые цифры, которые обычно появляются ещё до того, как большинство людей это замечает.

Фундаментальные показатели не лгут. Продолжаю докупать.

CPI at 3.5%, below the 3.8% forecast. Market was bracing for worse.

Not sure how much this moves the needle anymore though. Fed's been pretty clear they're in no rush regardless. But at least it's not hotter than expected — that would've been ugly.

European aviation regulator just told airlines to avoid Gulf airspace — Bahrain, Kuwait, Qatar, UAE, parts of Gulf of Oman. All altitudes.

Reason: ceasefire violations, Iran's Strait of Hormuz moves, attacks on commercial ships.

Warning runs through July 29.

Not great when one of the world's busiest flight corridors becomes a no-fly zone. Geopolitical risk isn't priced in until it forces reroutes.

Администрация Трампа проталкивает законопроект о прояснении норм, пока на графиках $BTC формируются модели накопления. $ETH отстаёт, но готовится к рывку. Слежу за импульсом $SOL и влиянием возможных снижений ставки.

Robinhood запускает собственную сеть — ещё один L2, который никто не просил, но который может краткосрочно подкачать их токен.

Акции в последнее время коррелируют с криптой теснее. Решение ФРС по ставке на этой неделе важнее, чем кажется.

Это не финансовый совет, но если вы держали много кэша, возможно, это будет ваш последний скучный вход, прежде чем снова начнётся интересное.

Macron just handed Ukraine production licenses for AASM, Aster-30, and SCALP missiles. Not just selling them weapons anymore — letting them build the stuff domestically.

This isn't about the next 6 months. This is NATO basically saying "we're not walking this back." Ukraine's supply chain is now structurally tied to Western defense tech.

Moscow can cope all they want. The integration already happened.