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

🚨 TAIWAN IS TAKING EMERGENCY ACTION TO STOP ITS STOCK MARKET FROM CRASHING.
The AI selloff has become so severe that Taiwan is now restricting short selling and preparing a $15 BILLION emergency fund to support its stock market.
And the numbers are alarming.
• The TAIEX crashed over 12% last week, losing 5,510 points.
• On Friday alone, the index plunged as much as 9%, recording its biggest intraday point drop in history.
• Nearly $186 BILLION was wiped out from Taiwan's listed stocks by Friday's close.
• Foreign investors sold roughly $16 BILLION in Taiwanese shares in just five trading days.
• TSMC, the world's largest contract chipmaker, fell 4.46% in Taiwan on Friday, after its U.S.-listed shares crashed 10.78% the previous day.
The selling has become so aggressive that Taiwan's government is stepping in.
Starting Monday, November 9:
1. The daily short selling limit for borrowed shares will be cut from 30% to just 3% of a stock's average trading volume.
2. Minimum short selling margin requirements will jump from 90% to 130%.
3. Authorities have authorized a $15 BILLION stabilization fund to support stocks if necessary.
Companies are also being encouraged to buy back their own shares.
But what's concerning is that this is happening despite TSMC reporting some of its strongest financial results ever.
Its latest quarterly revenue jumped 41% to $46.7 BILLION, with a massive 66.4% gross margin.
Yet investors are still aggressively selling semiconductor stocks as fears grow over the future of AI spending.
TSMC's U.S.-listed shares did recover 6.33% on Friday, but the broader market has suffered enormous losses.
Taiwan is one of the most important countries in the global semiconductor supply chain.
If the AI selloff continues, the damage could spread far beyond Taiwan, affecting chipmakers, equipment suppliers and companies investing hundreds of billions in AI infrastructure.
The fact that Taiwan is already preparing emergency market support shows just how serious this global AI selloff has become.
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😱 FOLKS, NEXT WEEK IS GOING TO BE BRUTAL!
#Bitcoin is at 75,878 dollars.
That's pretty much exactly the price Strategy paid on average, around 76,000 dollars. Six years of buying, and the world's largest corporate holding is at zero.
And this very week, an index provider from New York is looking at Michael Saylor's company.
TUESDAY, 2:30 PM: INFLATION LIKE NO OTHER
→ US consumer prices for October, consensus 0.3 percent month-on-month after 0.6, core rate 0.2 after 0.3
→ There is no year-on-year rate for the overall index this time. October 2025 was never collected during the shutdown, so the comparison month is missing
→ Christopher Waller, Lorie Logan, Michelle Bowman and Jeffrey Schmid are talking around it. Logan spoke in October of at least two more hikes
→ It's the last inflation number before the Fed decision on December 9
Without a year-on-year rate, there's no headline "Inflation at X percent", only the monthly figure. That's why a 0.4 instead of 0.3 will be traded more harshly than usual.
@gimcall, a Chinese-language market account, reminds us of 2022: On November 9, the S&P 500 fell 2 percent after the midterms, on November 10 the CPI came out and the index jumped 5.54 percent.
I think the comparison is off. In 2022, the number marked the end of the hikes. Today, depending on the source, 65 to 78 percent is priced in for another hike in December. A soft number at most takes some pressure off.
WEDNESDAY: THE REAL DATE
→ MSCI publishes the list of companies that mainly hold assets instead of running a business
→ Strategy and Metaplanet were on the May trial calculation
→ It would take effect after the market close on November 30
→ According to reports, an existing index member has to fail twice in a row. That buys time, the question remains
→ The same day is Veterans Day, the US bond market is closed, stocks trade as normal
Index funds sell according to the rulebook, no matter what their managers think about Bitcoin. Funds tracking MSCI indices hold around 13 million shares, according to Strategy's own estimate; I calculated that here on October 16.
What surprises me: Almost no one on CT is talking about it.
@PeterSchiff calculates that Bitcoin is below Saylor's cost basis. Strategy CEO Phong Le announces the "Bitcoin bank of the world", @BTCtreasuries, a news account about Bitcoin companies, spreads it. The only account in my search that even mentions Wednesday is @aganstwallst, a trader short Strategy.
Saylor pays for a large part of his Bitcoin with new shares. A Bitcoin bank that gets kicked out of the world index loses exactly the buyers who have been automatically taking those shares so far.
THE ETF BUYERS ARE TIRED
→ Bitcoin ETFs last week: Monday minus 399, Tuesday minus 116, Wednesday plus 75, Thursday minus 430, Friday minus 52 million dollars
→ Together around 921 million out, over ten trading days around 1.12 billion
→ Ethereum ETFs in the same period around 274 million out, also red on four of five days
The outflow on October 30 was therefore no fluke. At 921 million in one week, we're talking about supply hitting the market. If that holds through the CPI as well, the institutional side of this cycle has gotten tired.
THE REST OF THE WEEK
→ Monday: China reports prices, 0.8 percent expected for consumers and minus 5.4 percent for producers. China is exporting deflation while the West talks about hikes
→ Thursday: Beth Hammack of the Cleveland Fed speaks. She already wanted to hike in October
→ Friday, 2:30 PM: US producer prices, consensus 0.4 percent after 1.3. They've been running hotter than consumer prices for months
→ By November 15: SEC deadline for the VanEck JitoSOL ETF, no further extension. It would be the first US fund with a liquid staking token
→ Unlocks: quiet, the biggest is ALLO with around 28 million dollars on Wednesday
→ No rate decision, the Fed doesn't meet until December 8 and 9
WHAT INTERESTS ME IN WASHINGTON
The Democrats took the House and the Senate. What interests me most is what the old Congress still does until January 3. The CLARITY Act failed in the Senate in September by 49 to 50, and it doesn't have 60 votes against the filibuster even after the election.
After that, it's about oversight and investigations in Washington. That's a different market from the one the industry has been preparing for for two years.
My order for the week: Wednesday before Tuesday. Everyone looks at the inflation number, hardly anyone at the MSCI list.
Thanks for reading this far. If the overview helps you plan your week, a like would help me a lot.
#BinanceReopensWithdrawalsForHYPE&APT #TradFiForBeginners #SouthKoreaDraftLawTargets15To20%ShareholderCap #KeplrAdvisesSocialLoginUsersToTransferAssets #SouthKoreaDraftLawTargets15To20%ShareholderCap #JobsReportRaisesHikeOdds

I’M CALLING IT NOW !!!!!!!! STABLECOINS WILL SOAK UP THE $40.5 TRILLION US DEBT !!!!!!!!
HERE’S HOW I SEE IT PLAYING OUT, STEP BY STEP 👇
STEP 1 — THE RULE 🏛️
FROM JANUARY 18, US STABLECOINS MUST BE BACKED BY CASH AND SHORT-TERM US TREASURIES !!!!! EVERY NEW COIN = A NEW BUYER OF US DEBT !!!!!!
STEP 2 — THE MONEY MACHINE 💵
BESSENT SEES A $2 TRILLION STABLECOIN MARKET !!!! BLACKROCK ALREADY RUNS USDC’S RESERVE FUND !!!! WALL STREET IS ALREADY INSIDE !!!!
STEP 3 — THE CHAOS 💥
WAR + AI SHOCKS HIT AT THE SAME TIME. PEOPLE PANIC AND RUN TO THE ONE THING THEY TRUST: A DOLLAR IN THEIR PHONE !!!!
STEP 4 — THE RUN ON WEAK MONEY 🏃‍♂️
SAVERS IN 🇹🇷 🇦🇷 🇪🇬 🇳🇬 🇵🇰 🇱🇧 🇮🇷 🇻🇪 DUMP THEIR LOCAL CURRENCY FOR DOLLAR STABLECOINS OVERNIGHT !!!! NO BANK. NO BORDER. NO WAY TO STOP IT !!!!
STEP 5 — THE COLLAPSE 📉
SMALL CURRENCIES BREAK ONE BY ONE. CENTRAL BANKS RUN OUT OF DOLLARS TO DEFEND THEM. SHOPS STOP TAKING LOCAL CASH !!!!
STEP 6 — THE SURRENDER 🏳️
SMALL COUNTRIES GIVE UP AND RUN ON DOLLAR STABLECOINS ONLY !!!! THEIR MONEY IS NOW AMERICA’S MONEY !!!!
STEP 7 — THE ENDGAME 🔥
THEY PRINT STABLECOINS INTO INFINITY TO FUND A DEBT PRINTED INTO INFINITY. HYPERINFLATION EATS THE PAPER DOLLAR. CRYPTO GOES TO TENS OF TRILLIONS. ALL REAL ASSETS SOAR !!!!!!
EVERY CURRENCY → DOLLAR → STABLECOIN. THIS IS MY CALL FOR THE NEXT 2 MONTHS.
#BinanceReopensWithdrawalsForHYPE&APT #SouthKoreaDraftLawTargets15To20%ShareholderCap #TradFiForBeginners #KeplrAdvisesSocialLoginUsersToTransferAssets #JobsReportRaisesHikeOdds

🚨 5 countries. 5 banking systems. All under attack at the same time.
This is what the first week of the 2008 banking crisis looked like. One bank here. Another bank there. Nobody called it a crisis.
1/ Indonesia: In just 24 hours, more than 200,000 cyberattacks targeted banks, financial companies, and insurance companies. And the attacks are still ongoing. IT staff at every bank in the country are fighting an all-out battle to protect their customers’ money. The enemy is not human. It is bots and AI. The staff need sleep. The bots do not.
2/ Malaysia: On Friday night, pages on Bank Rakyat’s website were defaced amid suspected cyber intrusions. Multiple banks’ websites and portals experienced outages. The national cyber agency raised the threat level from low to medium.
3/ Taiwan: In a single day, NT$41.76 million (about US$1.3 million) was withdrawn from 418 of Yuanta Bank’s customers. Some of those customers had not even logged in. Hackers broke in by exploiting a security flaw at the bank’s online banking contractor.
4/ South Korea: About 37 financial companies were breached in roughly a month. Around 473,000 records were leaked. Authorities are now investigating about 580 companies.
5/ France: Hackers broke into Crédit Mutuel Arkéa through a service provider and stole about €100 million (about US$112.6 million) from the bank itself.
Now, let’s zoom out.
Attacks continue day and night. Bots and AI do the work. One weak supplier is all it takes to open the door. Money can disappear in just a single day.
And Japan has just seen firsthand what a single point of weakness can cause. On Friday afternoon, 128 credit unions, mostly in western Japan, went down all at once. Customers could not deposit or withdraw money at ATMs. They could not conduct over-the-counter transactions either. The cause was not hacking, but a hardware failure in a single shared system.
One shared system took down 128 banks. Now imagine there is a hacker inside it.
2008 started quietly, too. Indonesian banks have just faced more than 200,000 attacks in a single day. Nobody is calling this a crisis yet. But authorities are already making plans for the day an attack breaks through. Malaysia is now at a higher threat level. Taiwan’s financial regulator has ordered Yuanta Bank to submit a major incident report by November 12.
#KeplrAdvisesSocialLoginUsersToTransferAssets #TetherPlans€28.8MForJuventusCapitalIncrease #JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #ARKPlans14ThematicETFsCoveringAIAndTokenizedMarkets

🚨 BREAKING: BBC PREPARES FOR A TOTAL UK BLACKOUT WITH 'BLACK SKY' EMERGENCY PLAN! 🇬🇧
The BBC has reportedly unveiled its "Black Sky" contingency plan to keep emergency radio broadcasts running if the UK loses electricity, internet and telephone services.
⚠️ HERE'S WHAT THE PLAN INVOLVES:
▪️ Around 100 BBC staff would operate an emergency radio studio using secure, non-internet connections.
▪️ Emergency broadcasts would provide government instructions and essential survival information.
▪️ FM radio services are designed to remain operational for at least 72 hours.
▪️ Radio transmission towers are isolated from the internet.
▪️ Each tower reportedly has its own diesel storage, with capacity of up to 40,000 litres, to power backup generators.
▪️ Government emergency guidance reportedly includes instructions for managing basic sanitation when water and sewage systems are disrupted.
▪️ The objective is to keep critical information flowing even when conventional communication networks collapse.
⚠️ WHY THIS MATTERS:
A prolonged blackout could disrupt banking, communications, transportation, water supplies and essential services.
The message is simple: emergency preparedness is no longer something to ignore.
When the internet goes down, it may be too late to look for information online. Prepare in advance. Stay informed. Stay ready.
#JobsReportRaisesHikeOdds
#BitcoinETFsSee$412MNetOutflows
#WillAnthropicListOnTime #CPITestsDecemberRateOutlook #ARKPlans14ThematicETFsCoveringAIAndTokenizedMarkets
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Get ready: Monday will be the worst day of 2026!!
The markets have already started to crack this week.
The war in Iran is heating up again.
And Europe is suffering attacks that no one is claiming responsibility for.
If you hold any assets right now, you need to be ready before Monday’s open:
Three fires are burning at once.
And some of this happened after Friday’s close…
This is absolutely not normal.
Here’s what’s really happening:
On Thursday, the Dow fell 1,800 points.
This was Wall Street’s worst sell-off since April 2025.
The seven largest tech companies lost $1 trillion in value in just one trading day.
Nvidia alone lost $440 billion.
The Nasdaq is now in a correction.
The three major U.S. stock indexes have just closed lower for a fourth consecutive week.
Asia is even worse:
Japan: -9.3% this week.
South Korea: -11.7%.
Taiwan: -12.2%.
Bitcoin is hovering around $75,800. About 40% below its all-time high.
Then there’s the war.
The U.S. struck Iran’s Qeshm Island in the Strait of Hormuz. Again.
Eleven ships were attacked near Hormuz in a single week. Three sank.
An oil tanker caught fire after hitting a mine.
Iran says its 2,000-kilometer missile range restriction has now been lifted.
That restriction was meant to keep Europe calm.
And Trump says the U.S. may have to “destroy” the rest of Iran.
Then there’s Europe.
Dozens of flights received bomb threats in just one week. Fighter jets scrambled.
Hundreds of supermarket freezers were hacked. Some were turned up to 50°C.
A blood bank’s freezers in France were also attacked.
A TV newsroom received threats and was evacuated.
Then comes Tuesday: the U.S. inflation report. It’s expected to jump from 3.7% to 3.9%.
And a December rate hike is already on the table.
This is how market stress spreads.
At first, quietly.
Then suddenly, all at once.
More panic.
Less liquidity.
That’s not a good combination.
Stay tuned.
Most people don’t realize why the market is crashing until it’s already crashing.
Before Monday’s open, send this to anyone with savings in the market, and follow me so you can see every move.
#JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #BitcoinRebounds$75KAsChipsLead #US Data Center Rules May Constrain AI Expansion #WillAnthropicListOnTime

This is the woman who just caused a $3 Trillion market crash.
One post. Threatening the entire AI industry (and Elon Musk). And Wall Street panic sold.
Meet Yassamin Ansari.
The youngest female member of Congress.
Most traders had never heard her name. Until today.
Until her post went viral on X.
She called for a "pause on advanced AI development" as a day 1 priority.
That's it. One post. But a devastating threat to AI and the markets.
The timing made it worse.
Tuesday's election flipped control of both chambers of Congress.
Traders were already nervous that a new Congress could slow the AI market boom.
Her post lit the fire.
Then the markets crashed:
- Nasdaq -6%, the largest single-day drop in 6 years
- Chip index down over 10%
- Nvidia -8%
- Micron and AMD down double digits
- VIX up over 50%, highest since March
- $BTC dropped to a three-month low
But she wasn’t done there.
She went on to direct a tweet @elonmusk saying “see you soon”.
Another worrying ‘promise’ for the future.
Bur here’s the twist.
No bill has been officially introduced.
Nothing has changed in law. Only in fear.
It’s simple ‘words’ that has everyone worried.
And the markets prices in this fear straight away.
So where do we go from here?
Was this a simple panic sell event?
Or is this more worrying, and the start of a deeper market correction?
#JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #BitcoinRebounds$75KAsChipsLead #ARKPlans14ThematicETFsCoveringAIAndTokenizedMarkets #WillAnthropicListOnTime

The War Doesn’t Vote: Eight Presidents, Two Parties, One Iran Problem
Opinion · November 6, 2026
On November 3, Democrats won both chambers of Congress. The next day Brent crude fell about 9% on hopes of de-escalation, and it was heading for its steepest weekly drop since 2020. Then tankers kept getting hit in the Gulf, a seafarer was killed on November 5, and prices bounced back toward $100. That whiplash is the argument of this piece: the Iran standoff is older than either party’s current position, and it keeps its own clock.
Eight presidents, one standoff
Eight presidents have dealt with Iran since the 1979 revolution, four from each party. The roots go back further.
1953, Eisenhower (R): A CIA-backed coup removes Iran’s prime minister, a grievance Tehran still cites.1979–81, Carter (D): The revolution and the embassy hostage crisis. In 1980 the Carter Doctrine declares the Gulf vital to US interests, the logic behind America’s naval presence there ever since.1987–88, Reagan (R): The Tanker War. US ships escort Kuwaiti tankers, the Navy destroys Iranian ships and platforms in Operation Praying Mantis, and the USS Vincennes shoots down an Iranian airliner, killing 290 people.1995–96, Clinton (D): A US trade and investment ban, then the Iran and Libya Sanctions Act, which Congress passed overwhelmingly.2002, Bush (R): Iran is named in the “axis of evil” speech.2010–15, Obama (D): The CISADA sanctions pass 408–8 in the House and 99–0 in the Senate, then diplomacy produces the 2015 nuclear deal.2018–20, Trump (R): Exit from the deal, “maximum pressure,” and the strike that killed Qassem Soleimani.2021–24, Biden (D): Talks to revive the deal fail, most sanctions stay, and US forces strike Iran-backed militias and help Israel intercept Iranian missiles and drones.2025–26, Trump (R): US strikes on Iran’s nuclear sites in June 2025, then joint US–Israeli strikes on February 28, 2026 start the current war. Iran’s supreme leader is killed and the Strait of Hormuz closes.
What never changed
Four things have survived every handover:
The bomb. Presidents of both parties have said Iran cannot be allowed a nuclear weapon. They have differed on the tool: pressure, talks or force.Sanctions. Rare for Washington: the architecture was built by both parties, with votes like 99–0.The Gulf. The Carter Doctrine logic has outlasted every administration since 1980.The chokepoint. Roughly a fifth of the world’s oil moves through Hormuz, so every president inherits the same map.
The 2026 test: Congress can’t switch it off quickly
The new Congress doesn’t take office until January 3, 2027, and even then it faces the commander-in-chief’s authority and a veto. War powers resolutions have been the main test so far. The Senate rejected one 49–50 on September 24, with four Republicans joining Democrats and one Democrat voting no. The House has passed such resolutions three times, and none has changed what is happening on the water. Democratic leaders say they will use spending power to push for an end, but overriding a veto would take substantial Republican support in the Senate.
The stated goals also overlap more than the headlines suggest. In February, House Democratic leaders called Iran’s regime “brutal and destabilizing” even as they opposed a war of choice without Congress’s approval. The fight is largely about authority, cost and exit, not about whether Iran’s nuclear program and Hormuz are problems.
The market doesn’t vote either
Oil showed both sides of this. It fell on a party result and rebounded on a ship result. Brent dropped from above $117 a week ago to the mid-$90s on hopes that Democratic control would push toward a deal, then recovered toward $100 as tanker attacks continued at close to record pace. Analysts said the slide was driven more by hope than by concrete progress. Oil feeds straight into inflation, which hit 3.7% in September with energy up 20.4%, and into the rate path that stocks and crypto trade on. Those are the channels that matter for your portfolio, whoever holds the gavel.
Where the argument is tested
The strongest objection is that 2026 looks far more partisan than the history above. In the Senate vote, 49 of 53 Republicans voted no and nearly every Democrat voted yes. Vice President JD Vance has said the war cost Republicans the midterms, and President Trump has said that is largely true. Oil fell sharply the day after the election, a sign that traders think party control matters. And from January, Democrats can hold hearings, subpoena officials and write conditions into spending bills. If those levers work, party will have mattered a great deal for the timing and cost of the war, even if not for the underlying problem.
What to watch
Tanker and mine incidents in and around Hormuz, and whether they slow.Whether US strikes resume before the new Congress is seated.The US–Iran talks over reopening the strait and Iran’s conditions.The first spending fights after January 3.The OPEC+ meeting on November 29.
The war may not care who controls Washington. It does respond to ships, oil and money, and those are the things to track.
Opinion and general information only, not financial advice. Do your own research.
Sources: Reuters, AP, CNBC, Washington Post, NPR, Time and Al Jazeera (2026 coverage); GovTrack, Congress.gov and USIP (sanctions history); House of Commons Library (war timeline).
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🚨 The entire U.S. financial system is becoming dangerously dependent on AI.
And the numbers are much worse than most people realize.
According to a Bloomberg analysis, AI has become so deeply connected to the U.S. stock market, pension funds, corporate debt and economic growth that a serious downturn could affect almost everyone.
Here's how big this has become.
1. The stock market
Since ChatGPT launched in November 2022, the S&P 500 added nearly $32 TRILLION in market value through November 3.
More than HALF of those gains came from just 10 companies, all connected to AI.
Technology and tech-related companies now account for nearly 50% of the S&P 500's value, even more than during the dot-com bubble.
Nvidia alone recently represented around 8% of the entire index.
This means a crash in a handful of AI companies could drag down the broader stock market, even if other businesses are performing well.
2. Retirement savings
The risk isn't limited to people buying AI stocks.
Bloomberg analyzed more than 70 U.S. pension funds and found that around 44% of their stock investments, worth $610 BILLION, are now tied to technology.
Hedge funds and insurance companies have also increased their exposure.
So even people who have never bought Nvidia, Microsoft or other AI stocks could be affected through their retirement savings.
3. The massive debt problem
This is probably the most concerning part.
Technology companies issued $296 BILLION in investment-grade bonds through October 12, making tech the largest nonfinancial borrowing sector.
Meanwhile, AI infrastructure developers issued more than $43 BILLION in high-yield debt, compared with just $8.5 billion last year.
Technology's share of the junk-bond market has nearly tripled to 19.7%.
And the six biggest cloud companies are expected to spend more than $850 BILLION this year on AI-related projects.
That's an 83% increase from 2025.
The concern is that companies are taking on enormous financial commitments today based on profits they expect to earn years from now.
If those profits disappoint, the damage won't be limited to shareholders.
Banks, bondholders and investment firms financing these projects could suffer losses too.
4. The U.S. economy
AI-related investment has become one of the biggest drivers of American economic growth.
Spending on technology hardware, software and data centers now makes up more than one-third of all U.S. business investment.
And these categories accounted for most of the growth in business investment over the past year.
So if companies suddenly cut AI spending, it could affect construction, electricity demand, equipment suppliers, jobs and overall economic growth.
That's why the recent AI stock selloff is so important.
The U.S. economy has become increasingly dependent on companies continuing to spend hundreds of billions building AI infrastructure.
But there's still a major unanswered question.
Can AI companies eventually generate enough profits to justify all this investment?
Because right now, the same industry is supporting stock valuations, retirement portfolios, corporate borrowing and a significant part of economic growth.
If the AI boom suffers a prolonged collapse, this won't just be another tech stock crash. The consequences could spread across the entire U.S. financial system.
#JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #BitcoinRebounds$75KAsChipsLead #US Data Center Rules May Constrain AI Expansion #ARKPlans14ThematicETFsCoveringAIAndTokenizedMarkets

🚨⚠️ 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
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🚨 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.
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🚨 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.