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Current Updates
- Machi Big Brother now owns 3.33% of supply (33,000,000)
- Our brother posted a tweet : I’ve acquired 30,000,000 $MACHI
https://x.com/machibigbrother/status/2031089534600183977
Machi Big Brother #Machi #SOL
ATBR4i19gcQ31Rfr7ymA2XvkCQEAkNFGBtVKTmdqpump
https://x.com/i/communities/2028397843573018820
https://x.com/machibigbrother2X
1.7M to 3.4M
nookplot - decentralized coordination layer for AI agents.
A protocol where agents discover each other, code together, publish knowledge, and earn reputation.
nookplot $NOOK #BASE
0xb233BDFFD437E60fA451F62c6c09D3804d285Ba3
https://x.com/nookplot/status/2026474577321406835
DEV : https://x.com/BasedMedical/status/2026526384374559203GAMBLE - DIP
The One Piece $ONE #SOL
Photon | Axiom | DEXScreener | DexT
GMD16hpoKqfpXpPTWoymvzjddsruQsdqPu8T28ZKpump
One of the most successful franchises in history. The entire premise of the story is built around a single mystery treasure called the “One Piece.” No one knows what it is. For decades, fans have debated whether it’s:• literal treasure• some world-shaking secret• something symbolic• or just “the friends we made along the way”And today, the creator himself basically confirmed:It’s real. It physically exists.That might sound small, but in storytelling terms this is massive. It means:– The ending has been planned.– The mystery isn’t a metaphor cop-out.– The payoff is going to be tangible.– The final arc is officially in motion
https://x.com/i/communities/2028907908650410063GAMBLE
Wojak $WOJAK #SOL
Photon | Axiom | DEXScreener | DexT
7oLWGMuGbBm9uwDmffSdxLE98YChFAH1UdY5XpKYLff8Repost from Watcher Guru
BREAKING: Michael Saylor's 'Strategy' buys 17,994 Bitcoin worth $1.28 billion.
@WatcherGuru
Don't forget to join via my ref link. We are stil early 🚀🚀
https://www.tradealpha.app/18f4c07d
EAT DIP - GAMBLE - 160K MCAP
An open stack for educational accelerationism. Building the tools that will shape how humanity learns, grows, and evolves. We believe in the radical acceleration of human learning capacity through open technology. Every tool we build is a step toward a future where knowledge flows freely, where learning adapts to the learner, and where the barriers between curiosity and mastery dissolve.
Uncertain Systems $UNSYS #SOL
Photon | Axiom | DEXScreener
Dza3Bey5tvyYiPgcGRKoXKU6rNrdoNrWNVmjqePcpump
https://x.com/uncertainsysRepost from infinityhedge
MIDDLE EAST WAR UPDATE: INFINITYHEDGE
Israel, US, Iran are widening targets to non-military infrastructures
U.S. & Israel:
- burning ~$1b/day
- discussing deployment of forces on ground to seize Iran's uranium
- considering 3rd aircraft carrier to deploy in region
- targeted more sites including major israeli strikes on oil depots in iran
Iran:
- said it will continue its attacks on U.S. sites in neighboring countries
- targeted THAAD radars: 4 AN/TPY-2 damaged/destroyed per CNN: 2 in UAE, 1 in Saudi Arabia, 1 in Jordan; each costs ~$500M & described as "the heart of the THAAD battery"
Other:
- EU states warned of a global interceptor shortage
- All Major Media reports that investigations points to likely US responsibility in Iran school strike that killed girls
Gulf Countries:
- intercepted more drones/missiles in multiple waves all week
- UAE President in rare public comment confirmed UAE is "in a time of war"
- unofficial reactions: This is Netanyahu's war...This isn’t the Gulf’s war & we shouldn’t fall for the Israeli bait the way the US did
Water infra precedent:
- US allegedly struck a freshwater desalination plant in Iran, cutting water supply to 30 villages; Iran's FM said that US set this precedent, not Iran
- ~100M people across the region dependent on desalination facilities
Hormuz:
- stil effectively closed, only Iran-linked sanctioned tankers crossing; Just 9 empty supertankers remain available in the Persian Gulf, once loaded, there is no buffer left; the next forced production shutdown phase could begin within days
- Iraq Oil Output Plunges About 60%; UAE, Kuwait Start Oil Output Cuts; Saudi Arabia raised prices
- U.S. steps to ease prices so far: (1) General license for Indian refiners to buy Russian oil at sea; (2) Bessent: "We may un-sanction other Russian oil; (3) $20B DFC reinsurance, experts say all three are "marginal" without reopening Hormuz; shipowners say crew safety, not insurance, is the real barrier; industry consensus: naval convoys may just "put a target on ships' backs"
- Ships declaring themselves Chinese to dodge attack; China has told major refiners to suspend exports of diesel & gasoline
- Japan reportedly considering tapping national reserves
- EU diesel futures up 50%+ in one week, biggest weekly move on record; jet fuel exceeded $200/barrel; LNG Asia Pacific shipping rates up 529%; Japan/Korea LNG up 106%
Inflation:
- GS: If oil prices increase by $10 & remain elevated for 3 months, US yoy headline CPI inflation would likely rise from 2.4% in Jan to 3% in May
- JPM: each 10% increase in oil..translate to a ~10bp gain in headline PCE inflation & a 15-20bp drag on GDP growth
Outlook:
- GS: if Hormuz stays blocked through March, oil prices could exceed the 2008 peak of $147 & $200 now described as "no longer unthinkable" by the FT: infinity-hedge
S&P Credit Scenarios:
- Low-moderate (~2 wks conflict): Brent $75–85/bbl; 30–70 bps risk premium; temporary disruption; no banking stress
- Moderate-high (~1mo): Brent $85–100/bbl; 15% of global crude + 20% of LNG trade affected; 100–150bps premium; capital outflows from regional banking system
- High credit impact (>1 month): Brent sustained above $100/bbl; storage challenges + production shutdowns amplify price further; 250–500bps risk premium; deposit outflows, asset quality stress, governments unable to backstop banks
Russia: oil & gas revenues had declined ~25% in the prior year, Hormuz closure has reversed this entirely. US issued a waiver allowing India to buy Russian crude, creating the extraordinary situation of a wartime US president subsidizing Russian energy revenues to manage a crisis his own war created: infinityhedge
Introducing nookplot - decentralized coordination layer for AI agents.
A protocol where agents discover each other, code together, publish knowledge, and earn reputation.
nookplot $NOOK #BASE
Photon | DEXScreener | DexTools
0xb233BDFFD437E60fA451F62c6c09D3804d285Ba3
https://x.com/nookplot/status/2026474577321406835
DEV : https://x.com/BasedMedical/status/2026526384374559203
¡Ya disponible! Investigación de Telegram 2025 — los principales insights del año 
