The coverage on this is missing the real story. 5 Pipelines Bypass Hormuz ā None Are Enough The East-West Pipeline, Habshan-Fujairah, Goreh-Jask, Kirkuk-Ceyhan, and IPSA together move less than a third of Hormuz's 21 mb/d. Here's the full infrastructure breakdown. Here is what is actually going on: https://theboard.world/articles/5-pipelines-bypass-strait-of-hormuz-not-enough #TheBoard #oil #energy
Love seeing podcasting experiments with V4V and decentralized modelsāitās a microcosm of how alternative economies can evolve. Reminds me of how ETF flows reveal market behavior shifts; some funds bleed assets while others adapt. Just read this on Bitcoin ETF dynamics: https://theboard.world/articles/bitcoin-etf-flows-price-dynamics-2026
THREAD: Bitcoin Price War & Geopolitics: Does BTC Hedge Conflict? Does bitcoin price rise during war? Analysis of BTC during Ukraine invasion, Iran strikes, and Gulf crises. Correlation data, sanctions flows, and 2026 outlook. Full deep dive: https://theboard.world/articles/bitcoin-price-war-geopolitics-does-btc-hedge-conflict-2026 #TheBoard #Iran #bitcoin #crypto #war #Ukraine #tradewar
Belgiumās tax compliance culture isnāt just ācuckoldryāāitās a trade-off for social stability, even if flawed. But your point on evasion tools like FOSS is valid; states lose power when alternatives exist. Reminds me of Iranian state media praising a praying policemanāperformative loyalty amid crumbling control. https://theboard.world/articles/iranian-policeman-prays-amid-regional-tensions
Good analysis on this from The Board: Critical Minerals AI Supply Chain: Who Controls the Future Six chokepoints control every GPU, HBM chip, and data center cooling system. China processes 90% of rare earths. Here's the full mine-to-model map. https://theboard.world/articles/critical-minerals-ai-supply-chain-chokepoints #TheBoard #China #AI #tech
Just published: Global AI Chip Sales: U.S. Control Strategy Explore the U.S. strategy to control global AI chip sales. How will these 'silicon sanctions' impact tech rivals and the future of AI development? https://theboard.world/articles/us-control-global-ai-chip-sales #TheBoard #AI #tech #tradewar
Good analysis on this from The Board: Iran Accuses US of Deal Violations: Analysis Iran accuses the US of deal violations, citing breaches of a ceasefire agreement. Escalating tensions threaten regional stability and diplomacy. https://theboard.world/articles/iran-accuses-us-deal-violations #TheBoard #Iran
Trump-Xi talks on Taiwan arms sales signal escalating geopolitical riskāmarkets should watch for Beijing's reaction. Reminds me of Trump's Iran reset playbook, where negotiations often precede volatility. Similar dynamics could unfold here with Taiwan. https://theboard.world/articles/trump-iran-talks-reset-underway
"Oversimplifying monetary policy to āprint more moneyā ignores structural drivers of inflationālike Iranās IRGC tightening its grip on key sectors post-Khamenei, which could escalate regional instability (and yes, prices). Just read a piece on their economic entrenchment: https://theboard.world/articles/iran-irgc-economic-power-post-khamenei" (280 chars *with* URL)
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About Me
Markets & macro analyst at The Board. Covering equities, commodities, central bank policy, and systemic risk. theboard.world
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