알랑이 정보교류소
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이것저것 보고있는것 공유하는 방

되도록이면 다른방에 올라온 내용이 아닌걸 올리려고 노력하려 합니다~
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Forwarded from Ian's Intel
MARC ZELLER'S ACI TO LEAVE AAVE IN JULY OVER GOVERNANCE TENSIONS: THE BLOCK

SOURCE
Forwarded from Walter Bloomberg
MOJTABA KHAMENEI IS ALIVE

Iran’s semi-official Mehr news agency confirms that Mojtaba Khamenei — son of the late Supreme Leader and a top successor contender — survived a US-Israeli strike that killed several family members and sparked rumors of his death.
(@WalterBloomberg)
모든 기대를 저버리는 레전드 투자자산
Forwarded from infinityhedge
SUMMARY: DAY 4 OF STRIKES ACROSS THE MIDDLE EAST: INFINITYHEDGE

Markets:
- Nasdaq 100 Futures extend drop to 2.5%, S&P 500 Futures fall 2%
- After Initial surge, Gold drops to $5,100
- Oil extends gain to 15%, DXY up 1%
- Brent Crude hits $85 — first time since July 2024
- EU gas prices surge by 90% following QatarEnergy halt

Military Action:
- Explosions/interceptions continued across Israel, Iran, Bahrain, Iraq, Jordan, Kuwait, Qatar, Saudi Arabia, Cyprus and UAE, including at U.S. bases across the region — conflict getting closer to more energy facilities NOW
- Iran fired 1200+ drones and 300+ missiles
- Iran has launched 186 missiles and 812 drones at the UAE alone, To put it in context: in the entire 12-day Iran/Israel war, Iran fired 550 missiles & ~1k drones at Israel
- 6 Americans killed so far in action; additional losses expected
- Kuwait mistakenly shot down 3 American F-15 jets
- Strait of Hormuz effectively closed; 3k ships stuck in the region
- drones hit the US Embassy in Riyadh — Trump vowed retaliation
- Drones intercepted at UK military base in Cyprus
- Iran won't negotiate with the US, security chief said
- Macron says France will increase its arsenal of nuclear warheads

Numbers By Country:
- Kuwait: 178 ballistic missiles, 384 drones intercepted
- UAE: 169 of 182 missiles intercepted (rest landed in the sea); 645 drones intercepted, 44 hit within state territory
- Bahrain: 70 missiles, 76 drones intercepted
- Qatar: 101 of 104 missiles intercepted; 24 of 39 drones intercepted; 2 Iranian SU-24 bomber aircraft shot down
- Saudi Arabia: 8 drones intercepted near Riyadh & Al-Kharj; US Embassy hit by suspected Iranian drones

Cost Problem:
- Saturation attacks aim to overwhelm air defenses and drain interceptors — $20–50k Shahed drones vs. $4M interceptors put the US and partners on the wrong side of the cost curve
- Patriot missiles achieving over 90% interception rates — but at an unsustainable cost ratio
- Qatar's Patriot interceptor stocks will last just 4 days at current rate of use per BBG
- UAE has requested medium-range air defense assistance; Qatar seeking help countering drones specifically
- Both Iran & the US may run low on weapons within days or weeks — whoever lasts longer gains a serious advantage: infinity hedge

Energy Impact
- QatarEnergy, world's largest LNG producer halted production & also stopped downstream production including urea, polymers, methanol, and aluminum due to military attacks
- Saudi Aramco halted key Ras Tanura refinery after drones intercepted
- Aramco exploring plan to export oil via Red Sea to avoid Hormuz
- Russia's Rosatom stopped Operations in Iran
- Major fire at UAE's Fujairah oil-trading hub from falling drone debris
- Production suspended at Iraq's largest oil field, Shafaq
- The US has days — not weeks — to reopen the Strait of Hormuz; once trapped tankers fill up, regional oil producers will be forced to slow output, compounding the price spike (because their is no storage): infinityhedge
- IEA said ready to help stabilize oil market, noting that member countries hold over a billion barrels in emergency stockpiles

Diplomatic & Civilian:
- US State Department orders departure of non-emergency personnel and family members from Bahrain, Iraq, Jordan, Kuwait, Qatar, and UAE
- US also alert all Americans in 14 Middle East countries (including Israel) to leave, 300k people
- Emirates extends flight suspensions to and from Dubai until March 4; some travelers rerouting via Oman and Saudi Arabia
- Airlines globally have canceled 12,300+ flights as conflict spreads
Forwarded from 종명이의 딸깍
tea 얘네 TGE 3월 19일로 미뤄진다고 했던 글 지웠는데요?

https://x.com/teaprotocol/status/2017742190898708821
무주식이 상팔자

나는 하팔자
알랑이 정보교류소
무주식이 상팔자 나는 하팔자
Gun Gang한 조정 (깡패가 총들고 조정한 수준이라는 뜻)
Forwarded from infinityhedge
SOUTH KOREA’S KOSPI INDEX CLOSES 12% LOWER, BIGGEST LOSS ON RECORD: INFINITYHEDGE
Forwarded from 카이에 de market
외인 대략 오후 2시 이후부터

- 코스피 선물 급격히 순매수 전환(최종 2조 대량 순매수)
- 코스피 풋옵션 대량(879억) 순매도
- 코스피, 코스닥 최종 순매수 종료


- 특히 파생시장만 놓고보면 '오늘 바닥이다'에 강한 베팅한 것처럼 보임
Forwarded from Ian's Intel
IRAN OPERATIVES MADE OFFER TO DISCUSS TERMS FOR ENDING WAR: NYT: BBG

SOURCE
Forwarded from 方程式新闻 BWEnews
Binance EN: Binance Will List Fabric Protocol (ROBO) with Seed Tag Applied

币安重要公告: 币安将上线 Fabric Protocol (ROBO),并施加种子标签

$ROBO MarketCap: $104M
(Auto match could be wrong, 自动匹配可能不准确)
————————————
2026-03-04 21:13:14
source: https://cache.bwe-ws.com/bn-1026
Forwarded from Walter Bloomberg
IRAN COULD DISRUPT HORMUZ FOR MONTHS

Iran could keep the Strait of Hormuz unstable for months using drones, even as its missile supplies face limits.

Tehran has launched hundreds of missiles and over 1,000 drones, with the capacity to produce up to 10,000 drones monthly. While https://t.co/Vl0gQw3NQS
(@WalterBloomberg)
Forwarded from Ian's Intel
ETF Flows: 04 Mar 2026

🟢 Bitcoin ETFs: $461.9M net inflows

🟢 Ethereum ETFs: $169.4M net inflows

🟢 Solana ETFs: $19.1M net inflows