M-O-N-A-R-C-H

🚨⚠️ OIL AT 200, NUCLEAR BOMB, CRASH? FOLKS, THIS 15-DAY PLAN IS GOING VIRAL
This text is currently circulating on X in several languages, supposedly an “analysis from a Chinese source.” A prediction, day by day until November 20. I went through it block by block: what’s in it and what’s backed up today.
THE THESIS
Trump lost the House and the Senate. JD Vance himself wrote afterward: “The reason we lost is the war.” Netanyahu’s camp comes to 53 seats; he needs 61 for a majority. Both have lost power because of the war and therefore, the text says, have nothing left to lose. They would have to win the war before the new Congress takes over in January.
THE NEXT 48 HOURS
→ CENTCOM has a three-day attack plan, three aircraft carriers are in the region, Trump says “We’re ready to launch.”
As of today: The plan really does exist, according to The New York Times. But Trump’s full sentence in the Financial Times is: “locked and loaded if we need to go, but there may be no reason for it.” Polymarket gives the ceasefire until Sunday only about 21 percent.
DAY 3 TO 4
→ First wave against missile bases, drone factories, Revolutionary Guard command centers and energy facilities. Iran strikes back, at US bases, Saudi oil facilities and refineries in the Emirates. Oil jumps overnight from 102 to 150 dollars.
As of today: The targets match almost word for word with the NYT report. With oil, it already hits a snag at the start: Brent closed on Friday just under 98 dollars, its biggest weekly loss since 2022.
DAY 5 TO 7
→ Pickaxe Mountain, the tunnel complex near Natanz. Impossible to crack with conventional bombs, so the nuclear option is being openly discussed. Iran’s state television is preparing 90 million people for the “powerful flash.”
As of today: Trump called an attack there on Fox “not a big deal.” The nuclear option comes from a post by Tucker Carlson, who cites an anonymous observer; experts consider it very unlikely. What’s real is an IRNA video from October 29 on how to behave during a nuclear explosion, and iodine tablets that Iran is distributing, according to The Times.
DAY 8 TO 10
→ Iran has 440 kilos of uranium enriched to 60 percent, enough for ten bombs. Lawmakers want to go to 90 percent. Hormuz completely shut, the Houthis block the Red Sea. Oil at 200 dollars.
As of today: The 440 kilos are the IAEA’s latest estimate; it has been unable to inspect the material for months. The 90 percent was already mentioned by a parliamentary spokesperson on May 12, as an option if Iran is attacked again. Hormuz has not been open for months. On Polymarket, a new all-time high for oil by year-end stands at 8.5 percent, 150 dollars WTI in November at under 2 percent.
DAY 11 TO 13
→ Gasoline in the US over 8 dollars a gallon, airlines cancel flights, trucks stand still. Japan, South Korea and India run out of fuel first. The stock market crash becomes the collapse.
As of today: A gallon costs 4.15 dollars and has been getting cheaper since mid-October.
DAY 14 TO 15
→ The new Congress wants to cut war costs, even though it doesn’t take over until January. Netanyahu remains as “war president.” For the uranium there are only two endings: destroyed or bomb.
As of today: Before January 3, Congress cuts nothing at all, the text itself says that. Netanyahu is prime minister; President Isaac Herzog is currently leading the talks on the next government. And there is a third ending: handing over the uranium in a deal. Polymarket puts that for 2026 at 8.5 percent.
WHAT I READ FROM THIS
The first four days rest on real plans, targets and quotes. From day 5, the text plugs in its own numbers: 150, 200, 8 dollars. On top of that, it slots things that have been known for months into future days. That’s why every stage feels substantiated.
The money calculates differently. Polymarket expects the strike, and yet oil is falling. The market is pricing in the three days from the Pentagon plan, not 15 days of escalation.
On CT, @VDHanson, a historian and Trump supporter, is calling for two to three weeks of hard strikes on Pickaxe Mountain.
My bet until November 20: Brent closes not a single day above 150 dollars.
Thanks for reading. If it helped you put the text in context before sharing it, I’d appreciate a like.

🚨☢️ BIG NEWS: CONFIRMED BY PENTAGON — TRUMP THREATENS IRAN NUKE SITE — IRAQ ACTIVATES RADIATION MONITORING — IRAN ISSUES IODINE TABLETS!
FACT 1: Trump says on Fox News — "We bombed out all their nuclear power. Now we might have to go after Pickaxe Mountain — We can do that in literally 1 HOUR, anytime we want!" — Nov 5 Oval Office — "We're LOCKED AND LOADED — I would rather not destroy rest of country, but maybe I'll have to — You'll know soon enough!"
FACT 2: Iran in PANIC MODE — Health Ministry confirms to The Times — "Yes, we are distributing iodine" — 180,000 iodine tablets in Bushehr alone — Plus 2-3 km radius of Natanz, Fordow, Isfahan — Viral video says — "Get inside, stay inside, listen for updates" — Pickaxe to Natanz 17 miles, Kashan 25 miles, Isfahan 117 miles, Tehran 223 miles — Fallout in just 10-15 MINUTES!
FACT 3: Iraq ACTIVATES nuclear emergency — Border radiation monitoring ON in Sulaymaniyah + Erbil — Early warning stations linked to IAEA — Iraq says fallout risk LOW because sites are hundreds of km away + wind will carry away — But Iraq also issued NOTAM — Airspace restricted Nov 7-11 for military activity!
MY OPINION: This is NOT a normal threat — Trump lost Midterms, Rubio wants to quit, Netanyahu lost majority — Now Trump wants WAR to hide defeat! Pickaxe Mountain is 300ft deep in granite — Normal bomb can't break it — That's why the world fears a NUCLEAR bunker-buster! If Trump hits Pickaxe, radioactive dust will go hundreds of miles — Iraq, Gulf, even India will suffer! Is Trump going to start WW3 to save his image?
#Trump #Iran #PickaxeMountain #Nuclear #Breaking #AmericanForce
#JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #BitcoinRebounds$75KAsChipsLead #US Data Center Rules May Constrain AI Expansion #WillAnthropicListOnTime

🚨 SPX CRASH IS JUST GETTING STARTED 🚨
Jesse Livermore mapped out this market structure over a 100 years ago
And look where we are now
The S&P 500 has been following the same rising channel
We are topped at step 6
And now we’re watching Step 7 - the correction
That drop of the index we’ve seen in recent days is just the beginning
The projected target for Step 7 is $6,400
After that, I see the following path:
Step 8: A relief rally that makes investors think the danger is over
Steps 9-10: One final push to new all-time highs
Steps 11-14: The structure breaks down, eventually targeting the 5,200 area
The most dangerous part?
That final rally could convince investors that the bull market is stronger than ever - right before the major reversal.
#JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #BitcoinRebounds$75KAsChipsLead #US Data Center Rules May Constrain AI Expansion #ARKPlans14ThematicETFsCoveringAIAndTokenizedMarkets

🚨 Warning: Something enormous is coming.
2008 housing market collapse:
First, gold crashed: -33% ($1,011 → $681)
Then stocks crashed: S&P 500 -47%
After that, gold surged to $1,920
2020 COVID-19:
First, gold crashed: -15% ($1,703 → $1,451)
Then stocks bottomed: S&P 500 -34%
After that, gold surged to $2,075
2026 Iran war + AI crash:
First, gold crashed: -27% ($5,586 → $4,082)
Now cracks are starting to appear in stocks: the Nasdaq 100 fell -6.4% in just one day
After that… (nothing has happened yet)
We are right at step 2.
If you think nothing is going to happen,
you’re dead wrong.
Gold doesn’t move like this in a normal market.
Gold moves like this when confidence itself is starting to crumble.
Gold peaked in January. Stocks peaked in October. This week, the Nasdaq 100 recorded its worst day since COVID. Silver is down 57% from its high. Everything is being sold off at once to raise cash.
The same sequence as in 2008 and 2020: first gold, then stocks, then a massive gold rally.
Everyone who holds gold should look at this chart.

🚨 Warning: This week was not the worst of 2026!!
99% of people will lose everything.
Iran just said the Strait of Hormuz will remain completely closed until all 7 of its conditions are met.
Trump just met with his war team two days in a row.
And 2 more tankers hit mines in Hormuz this week.
When the market opens on Monday, this will not be «just another dip you can buy».
Stocks will collapse.
Metals will plunge.
Crypto will take the hardest hit.
Hedge funds are already selling.
They are not taking profits.
They are building cash positions because something deeper is starting to break.
The dollar is surging in real time.
This is not a one-day shock.
This is pressure building on multiple fronts at the same time.
And now another layer has been added:
Two sources told Reuters: «He is planning to bomb Iran».
A week after the Qatar talks, Iran says an agreement is still «far off».
This changes everything.
Because when diplomacy fails, uncertainty becomes immediate and direct.
And markets do not price in «the probability».
They price in escalation.
There are only a few ways this can unfold from here, and they are not even close to equal:
1⃣ The calm outcome
The Qatar talks hold, tensions ease, and markets stabilize after the initial volatility.
2⃣ The escalation phase
No progress, tensions rise, and markets begin pricing in the risk of a prolonged conflict.
3⃣ The sharp break
U.S. strikes resume, the Strait of Hormuz remains closed, and the market reprices oil, risk, and global stability within hours.
The last one is where things get dangerous.
Because this does not happen in isolation.
At the same time:
→ The U.S. 10-year Treasury yield is at 4.84%, up from 3.96% before the war
→ Britain raised interest rates this week and warned that inflation will approach 5%
→ The dollar index is near its highest level in 1 year
→ $870 million in crypto bets were wiped out in 4 hours
Now connect the dots.
When geopolitical risk collides with a fragile financial system, the reactions do not stay contained.
They collapse.
Oil does not move slowly.
It reprices violently.
Capital does not shift quietly.
It rushes to safety all at once.
And risky assets?
They do not «fall».
They plunge hard.
This is how chain reactions begin.
Because once markets start pricing in duration rather than shock, everything changes.
Inflation expectations rise.
Central banks get trapped.
And policy responses come far too late.
That is when the real damage happens.
This could still turn out to be a short-lived panic.
But if markets start pricing in escalation as next week begins...
This is no longer noise.
This is a regime shift.
Not a pullback.
Not a buying opportunity.
But a fundamental structural change in how risk is priced across the system.
Watch the flows.
Watch oil.
Watch bonds.
Watch volatility.
Because once this accelerates, it will not give you time to react.
The weekend will determine what Monday looks like. Follow now and watch the opening with me.
#JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #BitcoinRebounds$75KAsChipsLead #US Data Center Rules May Constrain AI Expansion #WillAnthropicListOnTime

🚨 THE WORLD'S FOOD SUPPLY IS ABOUT TO BREAK AND NOBODY IS PANICKING YET
No fertilizer. No harvest. No food. No future.
A fertilizer executive in Brazil said it out loud this week: "Most of the industry has suspended operations." And Hormuz, where a third of the world's fertilizer ships, is still closed.
Here's how this destroys everything — step by step:
→ Fertilizer is what makes modern harvests possible
→ Without it, the same field grows far less food
→ There is NO quick substitute — Bayer is now trying to edit grain DNA just to use less of it
→ About 30% of the world's fertilizer moves through the Strait of Hormuz
→ Hormuz has been closed since February — 8 months
→ Urea is up 50% and ammonia is up 20% since the war began
→ High sulfur costs now hit 30-40% of the world's phosphate production
→ Brazil, the world's biggest soybean exporter, imports 85% of its fertilizer
Now watch the domino effect:
→ Fertilizer stops shipping
→ Farmers buy less — Brazil will use 22% less phosphate this year
→ Smaller harvests of soy, corn and wheat
→ Animal feed costs jump
→ Meat, eggs and milk cost more
→ Bread and rice cost more
→ Poor countries that import food get hit first
→ Your grocery bill climbs every month
In 2022, one war hit fertilizer. Now two wars hit it at the same time: Ukraine and the Middle East.
Iran didn't need to burn a single farm.
They just had to make one strait too dangerous to cross.
The harvests planted right now decide what food costs in 2027.
🚨🚨🚨
When food prices jump next year, the warning was here first.
#JobsReportRaisesHikeOdds #JobsReportRaisesHikeOdds #ARKPlans14ThematicETFsCoveringAIAndTokenizedMarkets #ARKPlans14ThematicETFsCoveringAIAndTokenizedMarkets #WillAnthropicListOnTime #WillUS-IranTensionsBoostSafe-HavenDemand? #WillUS-IranTensionsBoostSafe-HavenDemand? #BitcoinETFsSee$412MNetOutflows

"The Fall of Hegemony.. Complete American Withdrawal from the Middle East and Defeat Before Iran!".. The Terrifying Predictions of Professor Jiang Xueqin! 🤯
Professor Jiang Xueqin — the Chinese-Canadian owner of controversial predictive readings — strikes again with fiery statements about the "collapse of the United States" and the end of the American influence era!
🔥 The shocking sequence of predictions that came true and what he foresees for the future:
• Trump's Noisy Return: He predicted early the return of Donald Trump to the White House after Joe Biden to regain control of the political scene once more.
• Iran and Venezuela Conflict: He anticipated Washington engaging in fierce confrontations against Iran and attempts to control oil and influence in Venezuela.
• The Breaking of Hegemony and the Major Withdrawal: He recently declared that the United States is heading toward "internal collapse and strategic retreat," to be followed by a complete withdrawal of the U.S. military from the Middle East after the breaking of its influence before Iran.
⚡ How does the professor see the end of the American era?
Jiang sees that economic and military exhaustion in external conflicts, in parallel with internal political disintegration, will force Washington to pull back its hand globally and leave the Middle East to reshape its regional influence!
Whether these analyses are forthcoming visionary predictions or an extreme historical reading, the current geopolitical transformations confirm that the world is redrawing the map of the great powers anew!
📌 Save this tweet to your favorites to watch and test the accuracy of the upcoming predictive analyses.
#JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #BitcoinRebounds$75KAsChipsLead #WillAnthropicListOnTime #BitcoinETFsSee$412MNetOutflows

Why is Iran starting to distribute iodine tablets to residents living near its nuclear facilities?
A senior official from its own Ministry of Health just answered this question.
These iodine tablets are intended to protect them from radiation resulting from potential strikes by Israel and the United States. (The Times)
Earlier: The same official said Iran has distributed iodine in every war.
Now: Iodine tablets are being distributed to communities within 2 to 3 kilometers of sensitive nuclear facilities. The official said: "Trump can no longer be trusted. He might actually carry out this crime."
State television has already aired nuclear survival tips. Don't look at the flash. Stay in shelter for at least 24 hours.
Next: An analyst close to the government said senior officials, the Islamic Revolutionary Guard Corps, and the military all believe war is imminent, and Fordow will be hit. (The Times)
Put these together.
On Monday, Trump on Fordow: "That's not a big deal... Really, we could do it in an hour."
On Thursday, Trump: "We're fully loaded and ready to go."
On Friday: Distributing iodine to residents closest to the nuclear facilities.
Iran is preparing its own people for radiation. This is a major signal that a large-scale strike may be coming soon.
#CPITestsDecemberRateOutlook #JobsReportRaisesHikeOdds #BitcoinRebounds$75KAsChipsLead #WillUS-IranTensionsBoostSafe-HavenDemand? #BitcoinETFsSee$412MNetOutflows

ARE WE ON THE BRINK OF WORLD WAR III?
Friday, shortly after 10 p.m. German time. On the Iranian island of Qeshm, in the middle of the Strait of Hormuz, there are four loud blasts. An hour later, Iran's state media report two missile strikes near Suza.
According to initial reports, an Iranian air defense position had fired at a US fighter jet, and the jet fired back. It is the second US strike on Qeshm in five days. US officials confirmed the first one on Monday as defensive. On the second, an officer with US Central Command has so far said only that the situation is relatively calm.
Since then, the World War machine has been running on X. I spent the night looking into it and sorting out what is new today.
WHAT IS NEW TONIGHT
→ The second US strike on Qeshm, confirmed by Iran, not yet by Washington.
→ In the afternoon, the Revolutionary Guard reported shooting down a US MQ-1 drone over Qeshm. That has not been independently confirmed.
→ @HormuzLetter, a news account covering the Strait of Hormuz, reports that, according to initial reports, Code 100 has been issued for Iran's armed forces, the highest alert level, with evacuations in the south. I have not found an official confirmation.
→ According to Ynet, the US is warning its diplomats across the region to prepare for an escalation.
WHAT IS OLD OR HAS BEEN DENIED
The Revolutionary Guard's warning that its restraint toward its neighbors is over is making the rounds again. Infrastructure in the Emirates, Saudi Arabia, Kuwait, Bahrain and Qatar is supposed to be hit in such a way that America is left without the region's oil and gas for years. That line is from April 7.
The iodine tablets come from a report in the British Times, which quotes an unnamed official from the Ministry of Health. Hossein Kermanpour, the ministry's spokesperson, writes that no official spoke to the Times and that the quote is false. On X, that still turned into "Iran is preparing for a nuclear attack".
@GodsBurnt, an account that cites an insider in Washington, writes that Trump will attack Iran with nuclear weapons and that Thursday's crypto pullback was insiders getting the word out. No evidence is provided. It is still being shared like almost nothing else today.
WHAT IS GOING ON BEHIND THE SCENES
JD Vance, the US vice president, speaks almost daily with Qatar's prime minister, Mohammed bin Abdulrahman Al Thani, and Pakistan's army chief, Asim Munir. Mohsen Rezaei, Iran's security chief, has received a letter from him offering direct talks. Qatar's prime minister says there will be no perfect deal, and both sides should take a good one.
A week ago, Trump said the talks were going well and that he was in no hurry. He still wants to hit one or two targets, including the underground nuclear facility at Pickaxe Mountain near Natanz. The iodine tablet story is tied to that very facility.
On Tuesday, Trump lost the House of Representatives and the Senate over this. Vance himself cites frustration over the Iran war as one of the reasons. With Congress against him, every new round of war becomes more costly for Trump politically.
WHERE THE MONEY STANDS
On Polymarket, the bet on a US invasion of Iran by the end of the year stands at 11.5 percent. On Wednesday I still wrote 18.5 percent here.
The bet that the ceasefire holds until Sunday, by contrast, has fallen to around 21 percent. Anyone putting money on that is counting Qeshm as a real airstrike on Iranian soil.
I read it this way: the market expects pinpricks, not a wildfire.
#Bitcoin is at 75,878 dollars, half a percent below the level of 24 hours ago. In those 24 hours there was a drone, an airstrike and an alert level. Brent closed Friday just under 100 dollars; on October 24 it was over 117.
WHAT I MAKE OF IT
Are we on the brink of World War III? After this night I say no. I see a war that has been going on since February 28 and is currently simmering on a low flame, with two parties that are shooting and still talking to each other through Qatar.
What I find dangerous is something else. Over the weekend, Bitcoin is the only major market that is open. If the strike on Pickaxe Mountain comes on Saturday night, the first shock lands in crypto, and oil, gold and stocks only catch up on Monday.
Until Monday I am watching two things: whether Washington officially confirms the strike on Qeshm, and where Brent stands at the open. If both come together and Brent jumps above 110 dollars, I will talk about this situation differently.
Thanks for reading this far. If this helped you put the night in the right context, I'd appreciate a like.
#JobsReportRaisesHikeOdds #BitcoinRebounds$75KAsChipsLead #US Data Center Rules May Constrain AI Expansion #WillAnthropicListOnTime #BitcoinETFsSee$412MNetOutflows

🚨 WARNING: THE MARKET IS ENTERING A HISTORIC COLLAPSE
The warning signs are impossible to ignore.
The Nifty Fifty bubble.
The Japanese bubble.
The Dot-com bubble.
The AI bubble.
Four bubbles. One repeating pattern.
The market always teaches the same lesson:
Nothing goes up forever.
Don’t become exit liquidity.
#JobsReportRaisesHikeOdds #WillAnthropicListOnTime #BitcoinETFsSee$412MNetOutflows #HKSFCPlansToRestrictCryptoAndExchangeTerms #HKSFCPlansToRestrictCryptoAndExchangeTerms #AnthropicStillPlansPreThanksgivingIPO

🚨 WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED
Japan has dumped $160 BILLION in U.S. Treasuries after its stock market crashed 8% in just a few hours.
This is the largest treasury sell-off in decades.
They've officially hit the PANIC button.
Japan is sitting on a massive ¥30 TRILLION in bond losses.
And it's getting worse by the minute.
Over ¥21,000,000,000,000 has been wiped from Japan's stock market today.
This is NOT a normal market correction.
Something much bigger is happening behind the scenes.
Japan is aggressively selling U.S. Treasuries to stabilize the yen and prevent a total collapse.
Meanwhile, its gold reserves have climbed to an ALL-TIME HIGH.
Japan is reducing its exposure to dollar-based assets while continuing to accumulate gold.
And there's a clear reason behind it.
Japan is fighting to protect its currency.
The Bank of Japan is deploying its enormous foreign exchange reserves.
And U.S. Treasuries remain one of the largest and most liquid assets available.
But Japan isn't alone.
China is following a remarkably similar strategy.
China continues reducing its U.S. Treasury holdings while its gold reserves reach new ALL-TIME HIGHS.
Two of the world's largest economies are now moving in the same direction.
→ Japan is dumping U.S. Treasuries
→ Japan is expanding its gold reserves
→ China is dumping U.S. Treasuries
→ China is expanding its gold reserves
This is a major shift away from traditional dollar-based reserves.
And it's not necessarily because countries don't want dollars.
It's because they have NO OTHER OPTION.
The AI bubble is collapsing, and foreign markets are dumping every day.
China's AI stocks have collapsed nearly 50% in 3 months.
And this will extend far beyond Japan and China.
Japan has to save its own market and defend the yen.
China also wants to save its own market and gain financial independence.
And GOLD is becoming a central part of both strategies.
This is where the situation becomes extremely dangerous.
If Japan continues selling Treasuries, additional pressure will build across bond markets.
And China's selling will add even more pressure.
→ Increasing Treasury liquidations
→ Growing pressure on U.S. bond markets
→ Aggressive currency intervention
→ Accelerating gold accumulation
→ Declining dependence on the U.S. dollar
Japan isn't deliberately trying to destroy global markets.
They're trying to prevent a much larger financial crisis.
But those actions will create consequences throughout the global financial system.
And if other economies adopt the same strategy, the pressure on the U.S. market will intensify.
This is how the biggest market crash in history starts.
First, gradually.
Then, all at once.
And we're watching it all in real time.
I've spent decades studying financial markets and have called nearly every market top and bottom.
And I'm warning you right now:
The 2026-2027 cycle will be life-changing for those who are prepared.
Make sure you're one of them.
Follow and turn on notifications NOW.
Because by the time everyone else realizes what's happening, it will already be too late.
#US Data Center Rules May Constrain AI Expansion #JobsReportRaisesHikeOdds #BitcoinRebounds$75KAsChipsLead #$2TWipedOutHedgeFundsFaceLiquidation #WillAnthropicListOnTime

At least 42 countries worldwide have stock markets in BEAR MARKET territory.
🇵🇹 Portugal, PSI: −37.9%
🇸🇰Slovakia, SAX: −37.3%
🇹🇭 Thailand, SET: −20.9%
🇺🇦 Ukraine, PFTS: −64.5%
🇷🇺 Russia, MOEX: −42.6%
🇻🇳 Vietnam, HNX: −48.0%
🇹🇼 Taiwan, TAIEX: −20.5%
🇰🇪 Kenya, NSE 20: −33.3%
🇴🇲Oman, MSX 30: −40.2%
🇱🇧 Lebanon, BLOM: −40.6%
🇧🇷 Brazil, Ibovespa: −20.8%
🇱🇻 Latvia, OMX Riga: −31.5%
🇰🇭 Cambodia, CSX: −30.2%
🇷🇸 Serbia, BELEX15: −58.0%
🇯🇵 Japan, Nikkei 225: −21.1%
🇹🇷 Turkey, BIST 100: −25.6%
🇵🇭 Philippines, PSEi: −36.5%
🇧🇭 Bahrain, All Share: −37.5%
🇸🇦 Saudi Arabia, TASI: −51.9%
🇯🇲 Jamaica, JSE Main: −27.3%
🇶🇦 Qatar, QE General: −32.6%
🇱🇺 Luxembourg, LuxX: −30.0%
🇧🇩 Bangladesh, DSEX: −26.5%
🇵🇸 Palestine, Al-Quds: −48.5%
🇰🇷 South Korea, KOSPI: −46.1%
🇯🇴 Jordan, ASE General: −23.6%
🇨🇾 Cyprus, CSE General: −94.4%
🇲🇲 Myanmar, MYANPIX: −34.8%
🇲🇪 Montenegro, MONEX: −60.1%
🇭🇰 Hong Kong, Hang Seng: −26.9%
🇦🇷 Argentina, MSCI Merval: −28.7%
🇻🇪 Venezuela, Caracas IBC: −20.5%
🇬🇷 Greece, Athens General: −60.4%
🇲🇹 Malta, MSE Equity Price: −35.3%
🇨🇳 China, Shanghai Composite: −40.4%
🇮🇩 Indonesia, Jakarta Composite: −45.2%
🇮🇸 Iceland, OMX Iceland All-Share: −76.3%
🇫🇮 Finland, OMX Helsinki All-Share: −29.8%
🇩🇰 Denmark, OMX Copenhagen 20: −44.7%
🇧🇦 Bosnia and Herzegovina, SASX-10: −75.2%
🇧🇧 Barbados, BSE Composite: at least −34.5%
🇦🇪 UAE, Dubai Financial Market General: −28.8%
🇹🇹 Trinidad and Tobago, TTSE Composite: −34.5%
Absolutely wild.
#Jobs165KDecHike73Percent #CanUSStocksReboundAfterNonfarmPayrolls? #BinanceReopensWithdrawalsForMoreAssets #AnthropicIPOValuationDoubts #USMidtermsCouldShakeUpUS-IranTies

🚨 THE AI BUBBLE IS SHOWING ANOTHER MAJOR CRACK.
Dutch banking giant ING is now trying to sell $500 MILLION in loans tied to major AI data center projects, including OpenAI's Stargate.
And this comes just as AI stocks are crashing, politicians are threatening new restrictions, and investors are questioning whether the massive spending on AI will ever pay off.
But why is this happening now?
Just yesterday, $2.3 TRILLION was wiped out from U.S. stocks as AI companies suffered massive losses.
And the political situation is making investors even more nervous.
Democratic lawmakers are pushing for a pause on advanced AI development and restrictions on superintelligence.
Meanwhile, Texas Governor-elect Gina Hinojosa wants to stop new data center construction until stronger laws are introduced to protect residents.
She has also warned that Elon Musk's companies can continue operating in Texas, but only if they follow her administration's rules.
This is a serious threat to companies investing hundreds of billions in AI infrastructure.
Microsoft, Google, Meta and Oracle are pouring enormous amounts of money into data centers, while many developers depend heavily on borrowed funds to build these projects.
If construction is delayed or new restrictions are imposed, developers could be left paying interest on billions in loans while their facilities remain unfinished.
And ING's decision to sell $500 MILLION in data center debt is raising another concern.
What if investors are no longer willing to finance these projects at the same prices?
If buyers demand large discounts, lenders could start charging higher interest rates or become more reluctant to provide new loans.
That would make it much harder for data center developers to fund the massive expansion they have already planned.
And companies are already under pressure to prove that their AI investments can generate enough revenue to justify the spending.
The real risk is that AI companies could face tighter regulations, delayed projects and more expensive financing at the same time.
If that happens, the damage could spread well beyond AI stocks to the banks and investment firms funding the entire industry.
#Jobs165KDecHike73Percent #CanUSStocksReboundAfterNonfarmPayrolls? #$2TWipedOutHedgeFundsFaceLiquidation #BinanceReopensWithdrawalsForMoreAssets #USMidtermsCouldShakeUpUS-IranTies

🚨THE NEXT 15 DAYS. DAY BY DAY. MY STOCK MARKET PREDICTION. BOOKMARK THIS.
24 hours ago the Nasdaq 100 fell 6.4%. Its worst day since the COVID crash.
A few hours ago Korea's market fell so fast it triggered a circuit breaker. Japan and Taiwan are now officially in a bear market.
Everyone is calling it a dip. It's not a dip. This was DAY 1.
📅 NEXT 48 HOURS
→ The jobs report. Weak = recession fear. Strong = more rate hikes. Both hurt.
→ Weekend margin calls. Funds that bought chips with borrowed money have to sell on Monday.
📅 DAYS 3-4
→ US futures open Sunday night in the red
→ Korea and Japan open Monday into a second wave
→ The "buy the dip" crowd buys again. And loses again.
📅 DAYS 5-7
→ Tuesday: the inflation report. The last one was 3.7%.
→ The Fed already RAISED rates in September. A Fed president said 24 hours ago they "will have to raise interest rates further."
→ A hot number and the Nasdaq hits -20% from its top. Official bear market.
📅 DAYS 8-10
→ Hedge funds just made their biggest October sell-off in at least 10 years. They are not done.
→ The S&P 500 breaks -10%. "Correction" headlines everywhere.
→ Bitcoin loses $70,000
📅 DAYS 11-13
→ November 17: Nvidia reports. The whole AI trade rides on one call.
→ Big Tech is spending up to $828 billion on AI this year. 4 of the 5 biggest spenders burned cash last quarter.
→ One weak number and the AI trade breaks for real.
📅 DAYS 14-15
→ November 20: monthly options expiry. Forced selling meets forced selling.
→ Chips are already down 38% from the top. Korea is down 44%. The US is next.
→ This is the day "correction" becomes CRASH.
That's my call. Every step already has a date, a number or a quote behind it.
My view: when this is over, 2008 and the dot-com crash will look small.
Bookmark this. Come back November 20.
#CanUSStocksReboundAfterNonfarmPayrolls? #$2TWipedOutHedgeFundsFaceLiquidation #CanUSStocksReboundAfterNonfarmPayrolls? #USMidtermsCouldShakeUpUS-IranTies #USMidtermsCouldShakeUpUS-IranTies #USMidtermsCouldShakeUpUS-IranTies #RussianCentralBankNamesBTCETHUSDTForNonQualifiedInvestors #$2TWipedOutHedgeFundsFaceLiquidation

Opinion · November 6, 2026
Thursday was ugly. An AI-led selloff dragged the S&P 500 down 4.4% and pushed the Nasdaq into a correction, with the chip index losing about 12% in a single session. Bitcoin slid from about $80.7K to roughly $75.5K, around $1.25 billion in leveraged positions were liquidated (nearly 90% of them longs), and the Crypto Fear & Greed Index fell to 28, down from 71 a month ago. When prices drop this fast, the first question is always the same: where does it stop? A lot of eyes are on $65K.
Why $65K keeps coming up
It isn’t a random round number. Three things stack up around it.
It sits right above this year’s lows. Bitcoin’s 2026 lows are about $60K from February and about $58K from late June. $65K is the first big shelf above them, and when price slid in early June it was the level analysts kept naming as the line to watch.
Analysts flagged it early. In February, Compass Point saw a likely bottom in the $60K–$68K band, with strong long-term holder support around $65K. Fidelity’s Jurrien Timmer had pointed to the $65K–$70K area as a level to watch this cycle.
It sits near old resistance. The previous cycle’s high was around $69K. Old highs often turn into support, though they don’t have to.
Where price is now
Bitcoin is sitting on a dense cluster of cost bases: the short-term holder cost basis near $75.7K and the True Market Mean near $77.7K (Glassnode, November 4), plus the 200-day average around $76.5K. A band of long liquidations also sits between $73K and $76K. If that cluster gives way, there isn’t much structure underneath. Compass Point called the $70K–$80K range an “air pocket” back in February. That is why the next real zone sits about 14% below today’s price.
The case for the zone
The cost-basis safety net. Glassnode notes this bear market never closed below the Realized Price (about $53.6K at the end of Q3), unlike 2018 and 2022, and that long-term holders had largely stopped selling at a loss by October.A leverage reset. This week’s liquidations flushed out a lot of long leverage, which removes some fuel for forced selling.Sentiment has already swung. Fear at 28 is a big move from 71. Extreme swings have often come near bounces, but fear can also deepen, so it’s a clue, not a signal.
What could break it
Equities. Bitcoin has been trading like a high-beta tech asset. Compass Point said deeper downside would likely need a broader US equity bear market, and the Nasdaq is now in correction. Friday opened with a circuit breaker in Seoul and a drop of about 7% at the open in Tokyo.Rates and oil. The Fed funds rate is 3.75%–4.00%, and late-October pricing leaned toward another hike in December. Brent was above $110 in late October with US–Iran risk in the headlines.Flows and policy. US spot Bitcoin ETFs saw about $430M in outflows in the latest session, and some traders worry that Democratic control of Congress could mean tighter crypto and AI rules.The level itself. A weekly close below $65K would put the $58K–$60K lows back in play, and then the Realized Price near $53.6K.
Alts are a different bet
In the same selloff, Ether fell about 8% to around $2,220, its lowest level since August, while Bitcoin fell about 6%. Bitcoin dominance is 57.4%. Alts tend to move further than BTC in both directions, liquidity is thinner, and not every coin that falls comes back. A BTC zone doesn’t automatically make a good altcoin entry. Each alt needs its own levels, a liquidity check and a reason to exist.
Treat it as a zone, not a promise
If you’re planning around $65K, a few basics matter more than the exact number:
A zone, not a line. Price can wick through a level and still hold it on a closing basis. Staggered orders cope with that better than one all-in order.Know your invalidation. Decide before you enter which price or close would prove you wrong.Size for survival. Ask what happens to your finances if it falls another 20% to 30% after you buy.Skip leverage near event risk. This week’s liquidations show how fast it goes wrong.
Nobody can call a bottom. $65K is a level with real logic behind it and it’s worth having on your map. That’s all it is.
Opinion and general information only, not financial advice. Do your own research.
Sources: CNN, AP and CNBC (stock market moves); CoinGecko, Crypto Times and crypto.news (prices, liquidations, ETF flows, sentiment); Glassnode and 21shares (on-chain cost bases); CoinDesk and Cointelegraph (analyst levels); Fidelity coverage via Crypto Briefing.
#BinanceReopensWithdrawalsForMoreAssets #USMidtermsCouldShakeUpUS-IranTies #RussiaInvestigativeCommitteeProposesAddingCryptoToAMLSystem #SouthKoreaDelaysCryptoTaxationUntil2029 #SouthKoreaDelaysCryptoTaxationUntil2029 #HongKongPlansTaxIncentivesCoveringDigitalAssets

🚨 This is why South Korea's market is collapsing relentlessly right at this moment
If you still believe that the KOSPI index, which has dropped to nearly half its value since June, is trading like a normal market, you absolutely must read this carefully.
Because that market no longer exists.
What you're seeing now is not normal price action.
It's not "just one bad day."
It's not profit-taking in chips.
And it certainly won't end by Monday.
Most people are completely oblivious to what's happening.
And by the time it becomes obvious, the damage will already have been done.
This move didn't start today.
It's been quietly building under the surface for 5 months.
And now it's accelerating.
Today: 8%+ evaporated in 3 minutes. The 11th trading halt this year.
Here's the truth:
Retail investors in Korea bought stocks with loans from brokerage firms.
And when prices drop enough, forced selling dictates the price, not buyers.
This is exactly what happened to the KOSPI index.
And it's the same selling wave that already hit:
→ Japan: Nikkei index in a bear market
→ Taiwan: Forced selling of margined positions
→ US chips: -12.25% in one day
→ Nasdaq: 10%+ below its all-time high
The original KOSPI story is broken.
Its rise was built on two ideas:
→ Samsung and SK Hynix, nearly half the market
→ Endless demand for AI chips
And that died the moment this was piled on top:
→ 33.4 trillion won borrowed to buy stocks
→ Of which 9.2 trillion won in Samsung and SK Hynix
→ 1.22 trillion won in a 2x leveraged ETF
→ Foreigners sold 9.41 trillion won in 5 days
→ 3.278 billion shares lent for short selling
From that moment on, every deep dip became pure forced selling.
Not in profits.
But in brokerage loan ledgers, and that's what really matters.
Cash deposits.
The metric that explains everything.
June: 139.69 trillion won. This week: 89.23 trillion won.
Once forced selling overwhelms buyers, the price stops responding to earnings.
It responds to margin calls, foreign selling, and trading halts.
Brokerages can now sell your stocks.
They're not guessing direction.
They're doing what they do in every bear market:
1⃣ Lend money to buy chip stocks
2⃣ Price drops, collateral becomes insufficient
3⃣ Demand more cash
4⃣ No cash? Sell at any price
5⃣ Repeat
This isn't "panic selling."
It's debt unwinding.
A single retail investor's account can now face:
→ Samsung: -25.9% in a month
→ SK Hynix: -28.7% in a month
→ 2x leveraged ETF: -45.36% in a month
→ A brokerage sale they never ordered
All at the exact same time.
That's 4 calls on one account.
This isn't a free market.
This is a debt machine wearing a KOSPI mask.
Ignore it if you want, but don't pretend you weren't warned.
Today's low: 4,911, down 47.7% from the all-time high. 2008 fell 55%. And that would mean around 4,220.
The loan numbers behind this collapse won't make headlines. Repost so it spreads further than the panic.
#$2TWipedOutHedgeFundsFaceLiquidation #BinanceReopensWithdrawalsForMoreAssets #ECBTargetsDigitalEuroIssuanceIn2029 #ECBTargetsDigitalEuroIssuanceIn2029 #ChainalysisBreachExposedPasswordHashesAndLiveTokens #UkraineCentralBankOpposesCurrentCryptoAssetBill

🚨 This is why South Korea's market is collapsing relentlessly right at this moment
If you still believe that the KOSPI index, which has dropped to nearly half its value since June, is trading like a normal market, you absolutely must read this carefully.
Because that market no longer exists.
What you're seeing now is not normal price action.
It's not "just one bad day."
It's not profit-taking in chips.
And it certainly won't end by Monday.
Most people are completely oblivious to what's happening.
And by the time it becomes obvious, the damage will already have been done.
This move didn't start today.
It's been quietly building under the surface for 5 months.
And now it's accelerating.
Today: 8%+ evaporated in 3 minutes. The 11th trading halt this year.
Here's the truth:
Retail investors in Korea bought stocks with loans from brokerage firms.
And when prices drop enough, forced selling dictates the price, not buyers.
This is exactly what happened to the KOSPI index.
And it's the same selling wave that already hit:
→ Japan: Nikkei index in a bear market
→ Taiwan: Forced selling of margined positions
→ US chips: -12.25% in one day
→ Nasdaq: 10%+ below its all-time high
The original KOSPI story is broken.
Its rise was built on two ideas:
→ Samsung and SK Hynix, nearly half the market
→ Endless demand for AI chips
And that died the moment this was piled on top:
→ 33.4 trillion won borrowed to buy stocks
→ Of which 9.2 trillion won in Samsung and SK Hynix
→ 1.22 trillion won in a 2x leveraged ETF
→ Foreigners sold 9.41 trillion won in 5 days
→ 3.278 billion shares lent for short selling
From that moment on, every deep dip became pure forced selling.
Not in profits.
But in brokerage loan ledgers, and that's what really matters.
Cash deposits.
The metric that explains everything.
June: 139.69 trillion won. This week: 89.23 trillion won.
Once forced selling overwhelms buyers, the price stops responding to earnings.
It responds to margin calls, foreign selling, and trading halts.
Brokerages can now sell your stocks.
They're not guessing direction.
They're doing what they do in every bear market:
1⃣ Lend money to buy chip stocks
2⃣ Price drops, collateral becomes insufficient
3⃣ Demand more cash
4⃣ No cash? Sell at any price
5⃣ Repeat
This isn't "panic selling."
It's debt unwinding.
A single retail investor's account can now face:
→ Samsung: -25.9% in a month
→ SK Hynix: -28.7% in a month
→ 2x leveraged ETF: -45.36% in a month
→ A brokerage sale they never ordered
All at the exact same time.
That's 4 calls on one account.
This isn't a free market.
This is a debt machine wearing a KOSPI mask.
Ignore it if you want, but don't pretend you weren't warned.
Today's low: 4,911, down 47.7% from the all-time high. 2008 fell 55%. And that would mean around 4,220.
The loan numbers behind this collapse won't make headlines. Repost so it spreads further than the panic.
#BinanceReopensWithdrawalsForMoreAssets #AnthropicIPOValuationDoubts #SouthKoreaDelaysCryptoTaxationUntil2029 #HongKongPlansTaxIncentivesCoveringDigitalAssets #ECBTargetsDigitalEuroIssuanceIn2029

For every $1 the Mag 7 spent this year, investors wiped out $6.33 of their value.
- Alphabet: spending $200 billion, lost $1 .62 trillion
- Nvidia: spending $7.4 billion, lost $1 .49 trillion
- Meta: spending $140 billion, lost $501 billion
- Tesla: spending $20 billion, lost $475 billion
- Amazon: spending $220 billion, lost $378 billion
- Microsoft: spending $170 billion, lost $197 billion
- Apple: spending $9 billion, lost $194 billion
Total spent: $766 billion
Total lost: $4.85 trillion
#AnthropicIPOValuationDoubts #BinanceReopensWithdrawalsForMoreAssets #USStocksSufferSteepestRoutSince2020 #StrategySTRCResumesIssuanceAfterOver170Days #Nasdaq100Tumbles6%