The Current Oil Crisis Is Bigger Than COVID. Literally 🚨

During COVID, the world stopped needing oil — demand collapsed by 23 million barrels per day. The Hormuz blockade has cut supply by 24 million. The difference is critical: this time the demand is still there. The world needs the oil. Today is day 26 of the blockade.

OPEC's response has been 206,000 additional barrels per day. That covers only 2% of the hole.

Every day the blockade holds, the numbers get worse. Here is where it stands right now 👇

⏺India: 74 days of reserves left, government scrambling for emergency suppliers

⏺Philippines: declared a national state of energy emergency, first country in the world to do so, gas prices up 100% since February 28

⏺Australia: 500+ gas stations out of fuel, 187 completely out of diesel

⏺New Zealand: roughly 3 weeks from running out entirely, no domestic refining capacity

⏺Japan: officially claimed 254 days of reserves, actual usable number is 95

⏺Sri Lanka: rationing, 4-day work week, schools closed

⏺Pakistan: overnight price surges, long queues at pumps, 4-day work week

⏺South Africa: government says situation is stable, citizens are photographing empty pumps

⏺Turkey: stocks crashed, inflation exploding, currency under pressure

🇪🇺 ECB president Lagarde warned that energy disruptions may last years and that economic consequences will emerge only gradually. India's PM Modi has already compared it to COVID.

This has a supply wall with no clear end date and governments that are visibly lying about how much runway they actually have.

@Coin_Post

Why Does Bitcoin Dump Every Friday and Pump Every Monday? 🤔

For the past several weeks BTC has been consistently selling off into Friday (like today) — when the stock market closes for the weekend — and recovering on Monday before US futures open. The chart makes it visible.

👉 The reason is simple: BTC is now trading like a leveraged proxy for the S&P 500, moving in the opposite direction of oil. When stocks look bad, BTC goes down. When stocks recover, BTC follows.

And stocks are being managed by news cycles that follow a very specific weekly rhythm:

🟠Friday evening: peace is imminent, Iran has agreed to everything

🔴Saturday: Iran will be obliterated within 48 hours

🟢Monday morning: historic breakthrough, both sides shook hands, everything is fine

This has happened repeatedly, for weeks. Negative news drops after market close when it can't immediately crater equities. Positive news drops Sunday night or Monday morning to spark a relief rally before trading begins.

🇺🇸 US foreign policy is visibly tied to equity prices and oil. The administration needs stocks up and oil down.

Every statement about Iran, every ceasefire rumor, every escalation threat — run it through that filter first. Ask yourself whether this moves oil up or down, and whether stocks are about to open.

If the answer explains the timing of the statement, you have your answer on whether to believe it ‼️

#FAQ

@Coin_Post

What Is the Global Liquidity Cycle 📊

Global liquidity moves in cycles, usually lasting around 4 to 6 years. These cycles alternate between expansion, when liquidity is rising, and contraction, when liquidity is falling. The chart shows that pattern repeating over decades.

📈 When liquidity expands, more capital is available for lending, refinancing, and investment. That usually supports asset prices.

📉 When liquidity contracts, financial conditions tighten and asset prices tend to weaken.

This matters because markets are driven not only by fundamentals, but also by how much capital is available to flow into assets.

Different assets react with different sensitivity. Equities and commodities respond, gold usually responds more, and Bitcoin has historically been the most liquidity-sensitive. That is why crypto often moves the most when global liquidity changes direction ❗️

As of Q1 2026, the cycle appears to be near its peak. Global liquidity reached record highs near $185 trillion, but momentum is fading. Over $10 trillion in debt needs to be refinanced through 2026 to 2029, which will absorb liquidity from financial markets.

🛢 On top of that, the closure of the Strait of Hormuz following the Iran war has disrupted global oil supply, acting as an additional liquidity drain through rising energy costs and inflation pressure, which is bearish and explains why markets are falling.

#FAQ

@Coin_Post

Farming GRVT Perp DEX 💰

GRVT is a decentralized perpetuals exchange with one feature that sets it apart: your balance doesn't sit idle while you trade. Funds on the platform can be put to work earning yield in parallel with any trading activity.

💼 The team includes former Goldman Sachs and Meta employees. The project raised $34M from Delphi, CMS, and Hack VC. TGE is expected in late June 2026, with 18% of supply allocated to the airdrop and 125,000 points distributed every week.

Points come from two sources 👇

1️⃣If you trade: volume, open interest, and even liquidations all count.

2️⃣Liquidity provision:

🟢Stablecoin deposit via Aave integration: up to 11% APY

🟢Single-sided liquidity (GLP): around 19% APY plus points, with the corresponding impermanent loss risk

#earn

@Coin_Post

Why You Should Never Make Up Your Own Wallet Seed Phrase 👛

A seed phrase is the backup for a crypto wallet. It is usually 12 or 24 words generated automatically by the wallet from strong randomness and a fixed word list. Those words represent the private keys that control the funds.

🧠 A brain wallet is a different idea. Instead of using a wallet-generated seed, a person tries to invent their own phrase and use that as the basis for the wallet. It feels convenient because the phrase seems easier to remember.

This is where the problem starts. Wallet security depends on randomness, while human-made phrases are predictable. People choose patterns, meaningful words, quotes, or language they think is unusual but still sits inside a searchable set.

😐 So brain wallets fail in both directions. If the phrase is easy enough to remember, it is weak enough to guess. If it is complex enough to be safer, it becomes hard to remember and easy to lose.

That is why they get exploited so easily. Attackers generate huge numbers of possible phrases, derive wallet keys from them, and monitor the matching addresses.

#FAQ

Bybit Launchpool is live with two pools where you can stake $MNT or $BASED to earn a share of 3M BASED tokens over 7 days 💸

If you don't hold either, you can buy on spot and hedge the same size on futures to stay market neutral.

🟢MNT pool: 2.1M BASED in rewards (~$220K), estimated APR 37,5%, stake between 60 and 5k MNT

🟢BASED pool: 900K BASED in rewards (~$90K), estimated APR 445%, stake between 250 and 15k BASED

🔗 Register on Bybit

🔗 More info, terms and conditions are here

🔗 Launchpool page

#earn

Michael Saylor posted an AI-generated ad for his preferred stock STRC. It looks like a cheap ad for a pyramid scheme 😐

Strategy Inc is a publicly traded company that stopped doing software and pivoted entirely to accumulating Bitcoin. Their business model: raise capital through stock offerings, convertible bonds, and preferred stock, then buy Bitcoin with the proceeds. The stock trades at a premium to its Bitcoin holdings, which lets them keep issuing new paper at favorable terms.

🔍 STRC is their preferred stock, currently advertised at 11.50% annualized dividend paid monthly. The yield doesn't come from any operating revenue. It comes from the same capital raising machine — new money in, old holders paid. As long as investors keep buying the offerings and Bitcoin keeps going up, the math works.

But what if there is high demand for STRC = high dividend obligations, and the price of BTC doesn't rise? Then they will have to sell BTC to pay investors!

But what if Bitcoin enters an unprecedentedly long bear market? The NAV premium collapses, new capital raises become impossible or deeply dilutive, and there is nothing left to pay the dividend with. Preferred stockholders have a claim on residual assets, but that claim sits behind debt holders, and the company carries significant leverage.

🟠 Strategy now holds around 762k BTC — 3.63% of the max 21m supply, worth roughly $51.7 billion at current prices. They cannot meaningfully sell without destroying the price of the asset their entire structure depends on. A forced liquidation scenario would send Bitcoin into a spiral that takes the rest of the market with it.

And yeah, promoting this to retail as passive income via retirement fantasy ad is a choice. Looks a bit concerning 😂

@Coin_Post

A few days ago the S&P 500 was down less than 10% from its ATH, which doesn't feel like a generational buying opportunity. But underneath the index, some of the best companies in the world are deep in bear market territory 🔍

Four blue chips currently down from ATH:

🔴Google: -19%
🔴Visa: -21.2%
🔴Meta: -29%
🔴Microsoft: -33.5%

Microsoft's weekly RSI touched 26 at the lows. The others are all approached levels of serious oversold conditions on the weekly timeframe.

🤑 These are dominant businesses with real cash flows getting dragged down by macro conditions that will eventually reverse.

If you are bearish on this year and next, that's fine. These aren't trades. Buying quality at a 20-35% discount to ATH and holding for 5+ years has worked every single time in modern market history.

🤷‍♀️ The question is whether you'll actually buy when everything looks bad, or wait until it feels safe and the discount is gone.

@Coin_Post

BREAKING: Bitcoin Just Hit Zero 😱

Bitcoin just dumped to $0 on every exchange at once. The cause is confirmed: Michael Saylor sold all his 762,099 BTC in a single market order.

🔽 Price dropped 100% from $68,600 to $0 in one second.

Eyewitnesses report that due to lack of liquidity, Saylor was spotted outside the NYSE in New York running down the street with a giant bag full of freshly mined Bitcoin coins, desperately begging pedestrians to buy them 😱

Crypto influencers on YouTube are saying this is the final correction before the bounce. Tom Lee remains bullish 🤔

Just kidding, April Fools! 😂

Twitch owes Russia 24 novemdecillion dollars 💰

In December 2022, a Moscow court fined Twitch 100k rubles a day for suspending the account of a sanctioned Russian streamer named Likkrit. At the time, that was roughly $1,100 daily. Twitch didn't pay. Then Twitch left Russia entirely.

📆 The fine came with a ridiculous weekly doubling clause. 191 weeks have passed.

The current total, in dollars:

$24,166,841,681,238,720,940,767,789,279,349,515,701,994,068,461,186,532,874,641,900 👀

That number has a name: 24 novemdecillion. A novemdecillion is 1 followed by 60 zeros 🤣

@Coin_Post

"We're going to hit them extremely hard over the next 2-3 weeks. We're going to bring them back to the stone ages, where they belong!" 😱

Trump just addressed the nation on the Iran War. Key points from the speech 👇

⏺ The war will last another 2-3 weeks

⏺ The US will strike Iranian power plants if no deal is reached

⏺ Core strategic objectives are "close to completion"

⏺ "Iran's navy is gone and their air force is in ruins"

⏺ The US will stop importing oil through the Strait of Hormuz

⏺ NATO was called out directly

Markets sold off anyway, even though Trump said almost nothing new. He didn't explicitly de-escalate, and the absence of a ceasefire signal was enough. Oil is at $103, stock futures hit a session low, bonds, gold and silver are selling off again 📉

Earn 20.26% a year on USDT 💸

WhiteBIT CEX opened a fixed USDT deposit at 20.26% APY.

👉 The terms: 50 to 1,000 USDT locked for 360 days. Interest accrues the whole time and gets paid out at the end.

The catch is standard for fixed lending. Pull out funds early and all accumulated interest is gone. Only the principal comes back. So this is strictly for money you won't need to touch for a year.

The pool caps at $5M and is already at $2.9M. The offer closes April 17 or when it fills, whichever comes first ⏳

🔗 Register on WhiteBIT

🔗 Fixed lending page

#earn

DefiLlama's AI tool is free, for now 😮

DefiLlama temporarily opened access to LlamaAI, their AI layer built on top of the platform's DeFi data. It was previously locked behind a $49/month Pro subscription. No word on when it closes.

📊 The tool lets you query DeFi data in plain language and get charts, breakdowns, and comparisons without touching a spreadsheet. I tested it. Asked it to chart trading fees across the top perpetual DEXs and it worked just fine. As you can see Hyperliquid is in a different weight class...

Worth trying while it's open. Next time you have a niche question like "what are the fastest growing lending protocols above $100M TVL" — just ask it

#AI

@Coin_Post

How Options Work ⚰️

An option is a contract that gives you the right to buy or sell an asset at a fixed price by a certain date. A call is a bet on upside. A put is a bet on downside. You pay a premium upfront for that right.

🔍 The 2 key terms are strike and expiration. The strike is the price written into the contract. Expiration is the date when the option stops existing. If the move happens after expiration, the option does not care.

“In the money” means the option already has intrinsic value. “Out of the money” means spot has not reached the strike price yet, so the option still depends on future movement.

⏱ Out of the money options are cheaper, but they need both direction and enough magnitude before time runs out.

👉 A simple example: BTC is at $70k and you buy a 1-month $80k call for a $1.5k premium. That means you paid $1.5k upfront for the right to buy BTC at $80k before expiry:

🔴If BTC expires at $78k, you were right on direction, but the option still expires worthless because spot never got above the $80k strike. You lose the full $1.5k premium.

🟢If BTC expires at $85k, the option has $5k of intrinsic value because spot is $5k above strike. Your profit is not $5k though. Since you paid $1.5k for the option, your net profit is $3.5k.

This is why timing matters so much. Options lose value as expiration gets closer, especially if they are still out of the money. So you can be right on direction and still lose because the move was too small or too late.

#FAQ

One guy built a $1.8B company with Claude, Grok and ChatGPT 🤖

Matthew Gallagher grew up in a trailer park, dropped out of university, and spent 20 years figuring it out the hard way. He built a viral URL tool that got millions of hits and made $0 from it.

🖥 Then, in 2024, he spent 2 months and $20K building Medvi, a GLP-1 telehealth platform, from his house in LA. Claude, Grok and ChatGPT wrote the code. Midjourney generated the ad visuals. ElevenLabs handled customer calls. No co-founder, no outside funding, no office.

Year one: $401M in revenue on 250,000 customers, with a 16.2% net margin. Hims & Hers, his closest competitor, did $2.4B last year with 2,442 employees and a 5.5% net margin. Gallagher runs 3x the margin with a headcount of 2. He's on track for $1.8B this year. His first hire was his brother 🤗

I've been saying for a while that AI is collapsing the cost of building companies to near zero. This is the clearest proof I've seen. One person, a clear idea, the right tools.

That combination never existed before. It does now. The best part is that you have access to the same AI tools as him 🤗

@Coin_Post

How Attention Cycles Work in Crypto 🔄

In crypto, opportunities usually appear when attention is low, not when everyone is watching. Right now, Crypto Twitter activity is down 93% from the September peak, falling from more than 6% to below 0.4% of daily social dominance 📉

Google Trends for “crypto” have also dropped back to levels seen near the 2023 market bottom.

Attention and opportunity feed into each other. When prices fall and easy money disappears, attention fades because fewer people see a reason to stay. But that same drop in attention reduces competition, and lower competition is exactly what allows new asymmetric opportunities to appear.

Here is how this cycle works 👇

1️⃣Apathy comes first. Attention is low, competition is low, and overlooked opportunities start to appear. This is usually where the best asymmetry forms.

2️⃣Then early winners emerge. A few people receive huge airdrops, get 100x on good tokens and so on. Their results start pulling outside attention back in.

3️⃣Next comes crowding. More users chase the same trades, pricing gets more efficient, and upside gets compressed. The trade can still work, but the easy part is gone.

4️⃣After that, saturation hits. Too many people are positioned in the same ideas, quality drops, and late entrants get trapped. That is usually where disappointment begins.

5️⃣Then the cycle resets. Interest fades, activity collapses, and most people leave. That dead phase is often where the next good opportunities start forming.

#FAQ

What Is the Yield Curve and Why It Matters 📊

Thought for a couple of seconds

People buy or sell bonds based on what they expect from the economy and central banks.

If investors fear higher inflation, they usually sell bonds because fixed bond payments become less attractive in real terms. That pushes bond prices down and yields up.

If they expect stronger growth, they may also sell bonds because money moves into riskier assets and markets start pricing higher interest rates. That also pushes yields higher.

The yield curve shows the difference between short-term and long-term government bond yields. In normal conditions, longer bonds usually yield more than shorter ones. That means the curve is upward sloping.

👆 This chart shows one simple version of it: the 10-year Treasury yield minus the 1-year Treasury yield. When the spread is above 0, long-term yields are higher than short-term yields. When the spread drops below 0, the curve is inverted.

An inversion matters because it usually means the bond market expects weaker growth ahead. Short-term yields stay high because current policy is tight, while longer-term yields fall as investors start pricing slower growth, lower inflation, and future rate cuts.

🔍 That is why traders watch it as a recession signal. As the chart shows, inverted yield curves have appeared before each of the last 7 recessions. It is not a timing tool, but it has been one of the most respected macro warning signs.

#FAQ

Variant-backed prediction market opened its waitlist 👀

Melee is a decentralized prediction market where anyone can create markets on any event: sports, politics, crypto, whatever. The project raised $3.5M from Variant and DBA.

👉 To get in, go to their website and sign up for the waitlist. There's a daily check-in at the bottom of the page to build a streak. If you want to create your own markets, hit "Be a Creator" and fill out the form.

#earn

What Is Modern Monetary Theory: Part 1/2 🏦

Most people have no idea that their understanding of how the modern monetary system works is based on a lie

Modern Monetary Theory, or MMT, is a framework for understanding how a modern fiat currency system works. It starts from a simple point: a government that issues its own currency, borrows in that currency, and has a central bank behind it can always create more money to meet obligations denominated in that currency 🤑

That means such a government does not operate like a household or company. A household has to earn money before it spends. A sovereign currency issuer can spend first, because it controls the unit in which spending happens.

The government doesn't need your taxes to operate. They tax you so you can't spend much, literally.

In MMT, taxes mainly do 3 things:

🔴They create demand for the currency.

🔴They remove money from circulation.

🔴They help control inflation.

Bond issuance also looks different here. Instead of being viewed as borrowing because the state “needs the money,” bonds are treated more like a tool for managing liquidity, interest rates, and private sector balance sheets.

🤔 The real constraint in this system is not whether the government can make the payment. The constraint is whether the economy has enough real capacity to absorb that spending. If the state keeps creating money while labor, energy, housing, goods, and production are already stretched, prices rise.

The question is not “can the government pay for it?” but “can the economy absorb it without hyperinflation?” Once you understand that, modern fiscal policy starts to look very different ❗️

#FAQ

React with 🐳 if you want to see the next part

"A whole civilization will die tonight" 😨

Trump posted that today as his 48-hour deadline for Iran runs out. The demand was simple: open the Strait of Hormuz or face a large-scale strike on Iranian infrastructure. The deadline expires tonight ⏳

The post caps days of escalating rhetoric aimed directly at Iranian leadership. Trump says he doesn't want a civilization to die, but "it probably will."

🙅‍♂️ Markets are pricing it as a bluff. S&P 500 is down only 0.3% on the day. Oil up 0.84%. The consensus trade is that tomorrow brings either a deal outline or a deadline extension.

Hoping for the best