I'm Irfan. After years in the crypto trenches, I blog to share real insights—stripping away the hype to give you a clearer view of the market. Let’s navigate it
🚨 SAUDI ARABIA JUST BECAME THE BIGGEST WAR PROFITEER IN HISTORY
Saudi Arabia is America's closest ally. And they are getting rich from a war America is fighting. Here is the proof.
💀 Saudi exports BEFORE the war: 6,660,000 barrels per day. 💀 Saudi exports NOW: 3,330,000 barrels per day. 💀 That is a 50% DROP.
💀 Oil price BEFORE the war: $67 per barrel. 💀 Oil price NOW: $130 per barrel. 💀 Saudi added $19.50 per barrel premium on Asian buyers. 💀 That is the HIGHEST premium in history.
⚠️ They are selling HALF the oil at DOUBLE the price with a RECORD fee on top. ⚠️ The math says they are making MORE money than before the war.
⚠️ The IEA called this the largest supply disruption in global oil market history. ⚠️ The supply loss is 10,000,000 barrels per day. OPEC+ fixed 206,000 of it. On purpose.
Let that sink in.
Now the part nobody will say out loud.
Saudi bypassed the Strait of Hormuz entirely. Their East-West pipeline now carries 7,000,000 barrels per day to the Red Sea.
Korean and Indian refiners are rerouting to Saudi's Yanbu port for the first time ever.
Saudi does not need Hormuz open. Saudi was NEVER going to suffer from Hormuz closing.
And Gulf states including Saudi Arabia, UAE, Kuwait, and Bahrain are PRIVATELY urging Trump to keep fighting Iran. They want Iran weakened further before any ceasefire deal happens.
Because every week of war is another week of record oil prices. Every week of record prices is another week of record Saudi revenue.
If Saudi wanted Hormuz reopened, why did they spend billions on a pipeline to avoid it?
If Saudi was suffering, why are they charging the highest markup in history right now?
If Saudi is a loyal ally, why are they privately pushing for more bombing of a country America is already bombing?
Complete silence.
This is not an oil story. This is not a US-Iran story. This is a war profiteering story.
And the profiteer is the country hosting American military bases.
i lose followers every time i post the hard truth.. and i post it anyway.
15. 🇹🇿 Tanzania — 60 t 15. 🇨🇴 Colombia — 60 t 15. 🇧🇫 Burkina Faso — 60 t 13. 🇲🇱 Mali — 70 t 13. 🇧🇷 Brazil — 70 t 10. 🇿🇦 South Africa — 100 t 10. 🇵🇪 Peru — 100 t 10. 🇮🇩 Indonesia — 100 t 9. 🇺🇿 Uzbekistan — 120 t 6. 🇲🇽 Mexico — 130 t 6. 🇰🇿 Kazakhstan — 130 t 6. 🇬🇭 Ghana — 130 t 5. 🇺🇸 United States — 160 t 4. 🇨🇦 Canada — 200 t 3. 🇦🇺 Australia — 290 t 2. 🇷🇺 Russia — 310 t 1. 🇨🇳 China — 380 t
(Note: Data estimated for 2024; latest available in early 2026. Top 17 account for ~76% of global production. Remaining 780 t distributed among other countries, each with less than 60 t.)
Source: U.S. Geological Survey – Mineral Commodity Summaries 2025
A $4,000 Floor for Gold? Not If Volatility, History Are Guides
Markets are supposed to bounce back from good support, and $4,000 an ounce for gold is the first major round-number retracement target from January's peak near $5,586. Will $4,000 mark a bottom? My analysis leans toward no. We see the potential for an enduring underperformance period on the back of the parabolic rally.
I'm still crazy enough to think there's a decent chance the market sees one more leg down prior to seeing a true bottom for the cycle.
~900 days post halving is in line with what we've seen the last several bear markets.
Like I said yesterday though, that doesn't mean now isn't a good time to stack more BTC.
If you would've bought anywhere in the months surrounding the lows any of the last bear markets, you'd thank yourself in the next 12-36 months. $BSB $BR $GUA
The collective consensus amongst crypto X seems to be that the cycle bottom is in. That alone gets me pretty disinterested in looking for the low here.
Of course, the bear market according to the Havling Cycles Theory is not over until November 2026 - January 2027.
It is no surprise that "this time is different" is coming back up. This time, the plausible story is data interpretation.
A potential bullish divergence is forming on Weekly RSI, just like November 2022. Some metrics are bottoming out. From my perspective, most have not.
So, I will once again take the contrarian position during this bounce and say the cycle bottom is not in.
The opportunity I'm looking for is the trifecta of psychology, data positioning, and cycle position. $BSB $BR $GUA
ALT SZN 2026 ISN'T A PREDICTION, IT'S RIGHT AROUND THE CORNER! 🔥
There is an incredible compression in the market, and altcoin season is waiting for just a single spark to ignite. We could see that massive breakout at any second.
Buckle up. Before we take off, drop that one 100x potential gem on your radar down below. 👇🚀
The Bank of Japan just crossed a historic threshold:
The BoJ raised its benchmark interest rate by +25 basis points to 1.0% at its June 16 policy meeting, the highest since 1995, in a 7-1 vote.
The BoJ also announced it would pause its government bond purchase reduction program from April 2027, keeping monthly purchases steady at ~2 trillion yen, or ~$12.5 billion.
This comes as persistent yen weakness, hovering near 160 per US Dollar, and Iran war-driven energy price pressures continue to push Japanese inflation higher.
The BoJ also dropped language describing borrowing costs as "significantly low," a signal that the rate may be approaching the lower range of its neutral level.
The ECB raised rates last week, while the Fed is expected to hold at this week's meeting, though speculation over a US rate hike by year-end is building.
Markets are now pricing a 52% probability of another BoJ rate hike by October, with most economists expecting hikes roughly once every 6 months.
Japan is hiking, but is still way behind the curve.
The low is now in for the coming months like prior times (It could see a sweep or a test within a few weeks)
Bears may or may not have one last shot in September/October as the June/July weekly cycle low falls on month 44 which IS in the 10% range of the 4 year cycle low (Month 44 of 48)
Only a few months away from what we've seen as the traditional four year cycle's bottom post halving.
Still believe now is a good time to be stacking BTC if you're patient enough.
(e.g. if you were stacking anywhere in the $20K-$30K range last cycle, you'd be pretty damn happy with those buys a couple years later even though the price dipped as low as $16K)
This remains the most logical move for #Bitcoin over the next couple of months (the rest of 2026) following the backtest of the broken Oct 2025 trendline. Time for the full resolution of this 19 month, so far, expanding triangle and the completion of the cycle that started at $16K. $EVAA $CLO $BSB