Sam Bourgi @forgeforth_
Following the money, questioning the consensus. Writing about markets, macro, Bitcoin and energy. Cited by Congress, DoJ, New York Fed, Bloomberg, Reuters, BIS. Decentralized Joined July 2016-
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For decades, China exported deflation by flooding the world with cheap manufactured goods. Now it may be exporting something else: oil stability. China spent years building a 1-billion-barrel strategic petroleum reserve while energy markets were calm. As the rest of Asia scrambles for crude, Beijing can afford to buy less. That's one reason oil hasn't exploded higher. Council on Foreign Relations fellow Brad Setser recently called China "the new central bank of oil," arguing its stockpiles may have helped spare the U.S. and Europe from a much larger energy shock. The irony is that China's biggest contribution to global oil markets right now may be the oil it isn't buying.
"The parallels with the energy shocks in the 1970s are worrying" - Apollo's Torsten Slok
Starting to think this is the scariest chart in markets right now. We're on the cusp of a 70s-style stagflation.
Airlines are flashing recession-style warning signs. Since the Iran war began: • Jet fuel prices have nearly doubled • Airlines cut ~2 million seats globally • 12,000+ flights canceled • Lufthansa, Turkish Airlines, Air China all slashing capacity Spirit collapsed. JetBlue & Frontier are warning of mounting pressure. The bigger issue: airlines can’t fully pass costs to consumers because travelers are already price sensitive. So instead, we’re seeing fewer flights, more fees, and shrinking service. Fuel shocks don’t just raise ticket prices — they force the entire industry to shrink.
Every $10 increase in a barrel of oil adds roughly 0.2 percentage points to headline inflation. If crude keeps climbing, CPI will drift higher, making it harder for the Fed to justify rate cuts and pushing Trump further from his goal of near-zero rates.
Iran appears to be attacking oil tankers that try to cross the Strait. Oil traders are going to have a field day tomorrow. This could be the biggest global energy crisis since 1973. You know what that means: inflation and lots of it. 🛢️📈
Crypto Weekly Roundup: If you’re only watching price, you’re missing the story. This has been one of the most sustained drawdowns I’ve seen in 10+ years in crypto, and yet it's not all bad: Tokenization & RWAs: Real-world assets are climbing even as prices slide. Tokenized stocks + fresh VC flowing into onchain finance show capital is rotating, not disappearing. Bitcoin ETFs holding the line: Despite recent outflows, spot BTC ETFs still sit on ~$53B in cumulative inflows. Institutions haven’t left — they’re consolidating. Miners pivot to AI: With hashprice pressure mounting, miners are chasing ~30 GW of AI-focused capacity. Compute is the new hedge. Stablecoins go mainstream: Crypto rails are merging with TradFi — stablecoin settlement now sits alongside ACH and wires.
@BobLoukas But Bob... the PMI just flipped positive! 😂
😂
"Daddy, what did you do during the Greenland War?" "I shorted the VIX at 20."
@VeryBadLlama He's Lebanese Canadian. He was brilliant.
@AnnaEconomist Anna, which forward looking indicator are you referring to?
Crypto’s other halving: Bittensor completes its first 4-year cycle, echoing Bitcoin’s supply model. @Grayscale breaks it down. 100+ subnets and rising AI compute use cases. cointelegraph.com/news/crypto-ot…
It's an internal wallet migration. Calm down. @coinbase cointelegraph.com/news/coinbase-…
"Daddy, what did you do during the Greenland War?" "I shorted the VIX at 20."
Bob has been saying this publicly since 2018 (?), yet crypto people still think cycles are unique to crypto and that the exact peak has to mirror prior cycles. A peak next year doesn't invalidate cycle theory.
The word cycle is thrown around carelessly a lot or co-opted to fit narratives. But the technical definition is Cycles are always measured from low to low. That’s the only count that is relatively consistent, the duration between one low and the next defines the cycle’s
Amazing panel. @WilliamEQuigley shared some gems.
The word cycle is thrown around carelessly a lot or co-opted to fit narratives. But the technical definition is Cycles are always measured from low to low. That’s the only count that is relatively consistent, the duration between one low and the next defines the cycle’s
It was a blast. Thank you, Janelle!
It was awesome to share the stage with @forgeforth_ today. Congratulations to the @Futurist_conf on an awesome day 1! ❤️✨
I'll be on stage with Coinbase's @ShanAggarwal next month in Miami. My fifth Futurist Conference is shaping up to be the best one.
@Futurist_conf @ShanAggarwal @coinbase @forgeforth_ @Cointelegraph My gosh I have never been sooooo bullish!!
Bitcoin crosses $125,000 for the first time. ETF inflows were likely huge last week. We will find out Monday.
@AydinKilicHIVE and @bulldogholmes drop some gems.
"What began with a fleet of 400 GPUs managed by two employees is now scaling toward a $100M annual revenue." @bulldogholmes and @AydinKilicHIVE break down HIVE's strategy for the back half of 2025 in an exclusive sit-down with @Cointelegraph: cointelegraph.com/news/hive-digi…
@HIVEDigitalTech @NasdaqExchange @Nasdaq @bulldogholmes @AydinKilicHIVE @HIVEDarcy @nathanfast @wsfoxley @Dennis_Porter_ @Gabriel1140378 @Cryptonomist_en Thank you for the invite!
Looks like @cz_binance was right. cointelegraph.com/news/cz-questi…
Cointelegraph @Cointelegraph
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Beatrice Margerite eg... @Egile41253B
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Cointelegraph @Cointelegraph
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162K Followers 2K Following CTO of https://t.co/z4SHr6pLSk 🤖 https://t.co/3Mx5gwyUgB ⛀⛁ https://t.co/fZWtnNr4gs 🧠🔗 https://t.co/ndkIGMt9K5
Stacy Herbert 🇸�... @stacyherbert
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Luke Gromen @LukeGromen
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76K Followers 341 Following Arya from @AryJeay sacked at 250k by the US GOV. Independent Iranian writer
Suppressed News. @SuppressedNws1
157K Followers 300 Following ME | Sharing news to raise awareness. | Support: https://t.co/m1uzFbFN7n
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The Hormuz Letter @HormuzLetter
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Gareth Jenkinson @gazza_jenks
17K Followers 8K Following Head of Multimedia @theblockco | founder @satoshiskates | prev. @Cointelegraph @SuperSportTV @ecr9495 | Lover of rugby 🏉 beer 🍻 Crossfit 🏋️ & Bitcoin ₿
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24K Followers 7K Following Associate Professor of Religion; PhD Islamic Studies @Harvard | Quranic Studies | Islamic Intellectual History: Kalam, Islamic Neoplatonism | Ismailism | CA-CPA
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192K Followers 355 Following Professor and Editor: Russian Foreign Policy, Greater Eurasia & Geoeconomics Greater Eurasia Podcast: https://t.co/JnHFovxJ6a
قناة المياد... @AlMayadeenNews
2.1M Followers 32 Following شبكة الميادين الإعلامية هي شبكة عربية، تقوم على شعار الواقع كما هو وتلتزم به، لنقل الحقيقة والخبر والرأي.
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151 Followers 557 Following Passionate about Austrian economics, sailing, and peaceful parenting 🌊⛵️Love reading, writing, and drawing ✏️
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494K Followers 750 Following Doctor of Sociology and of Political sciences, PhD of Philosophy. Founder of Russian geopolitical school and Eurasian Movement.
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HIVE Digital Technolo... @HIVEDigitalTech
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