X @Ansem
Ansem 🧸💸·2026-03-06 05:32
RT 0xNaco.BTC (@NacoayaG)ThisThe Iran War Is Not 2022Everyone sees 2022 all over again. Another mauor energy shock. Similar chart setups.But the macro is entirely different:• Real rates: +1.2% today vs -7.5% in Feb 2022• Fed in wait-and-see mode vs catastrophically behind the curveAnd the crude oil futures curve sees the shock as transitory. ...