M Mkr retweeted
JUST IN: π¦πͺ UAE-led operation tracks over $39,000,000,000 in fraudulent funds and crypto assets, leading to more than 960 arrests.
M Mkr retweeted
JUST IN: π¨π³ China Central Bank injects 18 billion yuan via 7-day reverse repos.
M Mkr retweeted
π¨ GIVEAWAY TIME π¨
To celebrate the launch of the Bitaxe Gamma Hex, we're giving one away to a member of our community!
How to enter:
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Winner announced in 3 days! Free global shipping!
M Mkr retweeted
π¨Home Sellers now outnumber Buyers by 630,000, the largest gap ever recorded.
Thousands of people haven't paid their mortgage in over a year and they can't foreclose on the properties or it will tank the banks.
This is worse than 2008.
UniFI me @Ubiquiti still moving it to garage and have to connect all this access points and cameras. #happysmer
M Mkr retweeted
Replying to @Heliumdeploy
@Heliumdeploy I use helium, when needed, I guess you guys are singled own LLC who donβt care, I dare you, without helium, show me air dive like that and Iβll buy all the DePin devices you have, obviously still waiting for refund
M Mkr retweeted
Price increases since start of the Iran war...
Sulfur: +142%
European Natural Gas: +97%
Heating Oil: +62%
Jet Fuel: +44%
Diesel: +38%
Gasoline: +36%
Rice: +36%
WTI Crude Oil: +30%
Brent Crude Oil: +29%
Diammonium Phosphate: +25%
Cotton: +23%
Wheat: +18%
Palm Oil: +14%
M Mkr retweeted
FDIC Warns Big banks Now Carry More Risk Than 2008.
The risks are concentrated and growing fast.
Shadow bank loans increased 35% in 2025
86% of shadow bank loans sit at banks over $100B
10 banks hold 66%
Multiple Stress Points
-CRE
- consumer debt near 2007 levels
-underwater securities
-derivatives
-exploding shadow bank loans- -rising C&I defaults.
M Mkr retweeted
Good morning, Asia. While you were sleeping, one of our most-read stories was about Google burning through cash for the first time since going public decades ago as it raised its spending forecast for AI infrastructure. ft.trib.al/aew0dAG
M Mkr retweeted
What is a @MastNode?
At @Web3summit, Daniele Brazzolotto, Co-founder and CTO of MastChain, broke it down.
M Mkr retweeted
π¦A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment.
My Take
Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture.
Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying.
Hedgieπ€
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