kann mich @aya_velazquez und @AronMorhoff nur anschließen. Ich schätze Deinen Kanal sehr, weil er sich immer wieder für Frieden stark macht. Aber bei manchen sitzt die Islamophobie leider so tief, dass alles andere in den Hintergrund tritt.
Langfristig erodiert all das das Bündnissystem der USA im Nahen Osten. China ist der Gewinner, einfach weil es verlässlichere Partnerschaften bietet.
They're moving on Taiwan in the best way possible. What a disaster this war is.
If it was an attempt to escalate to de-escalate, Iran has showed that it has escalation dominance (as it believes it has nothing to lose in a scorched earth strategy hitting oil and gas assets). Trump is now trying to de-escalate.
"Central Banks can‘t fight real world when it gets physical."
Der Iran-Krieg belastet die Börsen - das ist offensichtlich. Aber was ist mit den versteckten Risiken auf dem Private Credit Markt, was braut sich dort zusammen? heute im Börsenwecker👇
Wer will noch mit den USA verhandeln, wenn man hinterrücks mit einem Angriff rechnen muss? Die Signale an Russland, China und andere Staaten sind verheerend…
Krieg führt immer zu #Inflation.
Joe Kent on why we actually went to war with Iran.
Iran is firing MORE and they are hitting MORE per shot than during the first days of the conflict.
Not good..
BREAKING: Iraq says gas supplies from Iran have been completed halted following Israeli strikes on the South Pars gas field.
This is the world's largest natural gas reserve and is jointly operated by Iran and Qatar.
BREAKING: Brent crude oil prices surge to $110/barrel after Israel strikes Iran's largest gas plant.
Iran is now announcing that some Gulf energy sites are "legitimate targets."
Da versucht sich jemand, eine Begnadigung zu erschleimen.
Das ist ein großartiges Gespräch. #Corona-Aufarbeitung
Pinned: #Epstein hatte Kontakt mit den Entwicklern von #Bitcoin - so viel ist sicher. Was in den #Epsteinfiles steht - und welche Rolle die CIA bis heute spielt:
https://open.substack.com/pub/blingbling/p/die-epstein-bitcoin-connection
Ich sehe das ähnlich. Die Weltwirtschaft hat ein paar Wochen Aufschub, so lange reichen die Ölreserven der meisten Länder. Ab dann wird es kritisch und es drohen ähnliche Zustände wie im März 2020. Bin mir auch nicht sicher, ob die Märkte das aktuell einpreisen.
Zehntausende mussten wegen des Kriegs Hals über Kopf #Dubai verlassen. Das bevorzugte Mittel zum Vermögenstrafer: #USDC - Stablecoins von #Circle. Mehr dazu von mir im täglichen Börsenwecker bei @TichysEinblick
Tulsi Gabbard was fiercely opposed to war with Iran as the intelligence shows Iran does not pursue nuclear weapons, while Trump was elected on a no war platform. Gabbard now argues that Americans should support Trump's war as he was elected and knows best
Yeah, Hormuz is probably staying closed for a while. Dude on the Intelligence Committee decided to go into XOM at all-time highs.
‘Iran is not building a nuclear weapon, and Supreme Leader Khamenei has not authorised a nuclear weapons program that he suspended in 2003.’
-DNI Tulsi Gabbard in March 2025 before completely caving to and obeying Donald Trump’s neocon foreign policy
Is everyone in this Administration being blackmailed?
What happened, Pete? @PeteHegseth
The Fertilizer Famine: How the Hormuz Blockade is Pricing Food Out of Reach
One of the most severe consequences of the Hormuz blockade is the looming threat to global food production
🧵
♦️Once the war ends, the full extent of the devastation to the Arab Gulf economies will become clear—and it will ripple outward, indirectly hammering the broader Arab world and dependent economies like Pakistan, Bangladesh and Indonesia.
♦️Today's stark example: Macquarie has withdrawn from a $7 billion deal to acquire a stake in Kuwait's oil pipeline network, explicitly citing the Iran war and the uncertain regional outlook.
♦️The Gulf states have pursued aggressive economic diversification for years: Industrialization and non-oil exports (especially petrochemicals and downstream industries) — now largely paralyzed by disrupted shipping, closed export routes and damaged infrastructure.
♦️Real estate and tourism — sectors that were booming — now effectively shut down amid airspace closures, security fears, and canceled travel.
♦️Overseas investments in the West — a key pillar of sovereign wealth strategy — now under pressure as oil/gas revenues have collapsed, forcing governments to repatriate capital or halt new commitments just to cover domestic shortfalls.
♦️The war isn't just a temporary shock; it's undermining the very foundations of reforms across the region.
BREAKING: The top U.S. counterterrorism official, Joseph Kent, has resigned in "protest" of the Iran war.
"I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation," Kent said.
Sie brechen Wahlversprechen, sie drucken Geld, sie schmeißen das Geld zum Fenster raus. Es ist unfassbar.
BITCOIN.
https://www.handelsblatt.com/politik/deutschland/bundesregierung-studien-sondervermoegen-fast-komplett-zweckentfremdet/100209067.html
778 Millionen Dollar – so viel soll Operation Epic Fury allein am ersten Tag gekostet haben. Wer bezahlt das? Und wer profitiert davon? Der Börsenwecker mit @PhilippMattheis stellt Wege vor, wie man als Anleger sein Vermögen vor Entwertung schützen kann.
https://www.tichyseinblick.de/podcast/tichys-boersenwecker-am-17-maerz-2026/
Currently happening:
- Major drone attack on US embassy in Baghdad, air defense failures
- UAE closes its airspace completely, explosions in Dubai
- Iranian MRBM launch towards Israel
- Radwan hit another Merkava
- Multiple Gulf oil production sites hit
- KC-135 emergency
One big difference between this bear market and the last is we have a whale permanently taking big blocks of Bitcoin off the market. What is amazing (and surprising even to me) is he's still raising significant amounts of capital to do this despite sentiment being at historic lows.
These capital raises have much more power as Bitcoin falls (obviously) because more Bitcoin can be pulled from the market for the same amount of dollars. Eventually bears and those who wanted to liquidate exhaust their selling supply and and a floor is set.
When other market participants realize this and that Bitcoin didn't die, Saylor will be joined in accumulating BTC in size.
I don't think that has quite happened yet, but when it does... 🚀
Japan begins preparations to send SDF warships to Hormuz. The Takaichi government is weighing the legal justifications. It looks like it won't be a "survival-threatening situation" but more part of policing: Asahi
https://www.asahi.com/articles/ASV3J3JLRV3JUTFK010M.html
The UAE just closed its entire airspace.
Not a runway. Not a terminal. The country’s airspace. All of it. The General Civil Aviation Authority called it an “exceptional precautionary measure” after UAE air defences engaged six Iranian ballistic missiles and 21 drones in a single day.
A drone hit a fuel tank at Dubai International Airport yesterday. The busiest international aviation hub on Earth. Smoke across the city. Flights suspended. And now Emirates, Qatar Airways, Lufthansa, Air India, British Airways, United, Pegasus, Virgin Atlantic, IndiGo, and Wizz Air have all cancelled, suspended, or severely restricted routes to and from Dubai. Over 23,000 flights cancelled across the Middle East since late February.
The reason most of these airlines are grounding routes is not the missiles themselves. It is the same force that closed the Strait of Hormuz to fertilizer vessels three weeks ago.
Insurance.
War-risk aviation premiums have repriced on the same actuarial logic as marine war risk. Solvency II capital buffers, already depleted by 26 months of Red Sea losses, cannot absorb correlated risk across both sea and air simultaneously. When insurers cannot underwrite the route, the route does not fly. When the route does not fly, the cargo does not move. When the cargo does not move, the supply chain fractures at a second altitude.
The crisis just went three-dimensional.
Hormuz closed the sea lanes. One-third of global seaborne fertilizer trade trapped. Twenty-three fertilizer vessels stranded in Gulf ports. Premiums surged from 0.25 percent to as high as 3 percent of hull value per transit. The $20 billion DFC sovereign reinsurance facility has zero confirmed fertilizer vessel utilization.
Now the airspace is closing. Dubai is not just a passenger hub. It is a critical node for air cargo: pharmaceuticals, high-value agricultural inputs, electronics, spare parts for the logistics networks that move food from port to warehouse to shelf. Emirates SkyCargo alone handles over 2 million tonnes of freight annually. That capacity is now intermittent at best, suspended at worst, and repricing at rates that make marginal routes uneconomic.
Iran did not need to build an air force that could challenge American fighters. It needed drones cheap enough to launch by the dozen and missiles numerous enough to force a sovereign nation to close its own skies. The cost asymmetry is staggering. A $10,000 drone forces the cancellation of commercial flights worth millions in revenue and cargo value. The actuarial mathematics do the rest. Insurers calculate. Airlines ground. Supply chains fracture. And the molecules that feed four billion people remain trapped behind a chokepoint that is no longer just a strait. It is an entire region rendered commercially uninsurable by sea and by air simultaneously.
The coalition that was supposed to fix this does not exist. Germany refused. Japan declined. Australia declined. The US Navy is not yet ready for sea escorts, let alone providing the integrated air defence umbrella that would allow commercial aviation to normalize across Gulf airspace.
Every hour the airspace stays closed compounds the sea closure. Pharmaceutical supplies to India deplete faster. Emergency food shipments to Egypt route longer. Agricultural input deliveries that might have moved by air cargo as a workaround for the sea blockade now have no workaround at all.
The same formula closed the sea. The same formula is closing the sky. And between them, the spring planting calendar keeps counting down toward deadlines that neither actuaries nor air defences can extend.
Full analysis:
https://open.substack.com/pub/shanakaanslemperera/p/the-nitrogen-trap?r=6p7b5o&utm_medium=ios
Peter Thiel giving Antichrist lectures in Rome is peak irony. A Tech billionaire oligarch warning us about the dystopia he's actively building in the city that perfected empire is almost a little too on-brand for 2026.
Further ominous developments today. For first time, Iran successfully targeted oil/gas production facilities (rather than refining, terminals and storage):
Oil and gas field in the UAE (Shah) hit
Oil field in Iraq (Majnoon) attacked
Plus Saudi Arabia saw large drone swarms
Bitcoin & crypto markets have looked resilient in the face of the Middle East conflict, outperforming Gold and equity indices. "Maybe it takes a physical conflict to realise Bitcoin remains the most portable (cross border), digital and liquid asset w/no counter-party risks," Bernstein analyst Gautam Chhugani wrote in a note.
We are laying siege to the island of Cuba, turning off the lights in homes, hospitals, and the country's most critical infrastructure. These are war crimes: lethal, cruel, and criminal acts of collective punishment. It is sociopathy dressed up as foreign policy.
While all the attention is (naturally) on Iran, don't lose sight of Cuba.
The Caribean island has just suffered a country-wide blackout as it struggles under a de facto US oil embargo. Nightime protest have erupted in several Cuban cities in recent days.
It looks like people are waking up to the actual reality of why governments were so obsessed with AI. Social media made censorship impossible. So how do you regain control of the information space? Only one way: ensure that nothing online can be trusted anymore. 🤖
Die FDP ist längst tot und Strack-Zimmermann tritt trotzdem ständig nochmal nach.