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Global Macro Research Run by Global Fund Managers Macro - Commodities - US Tech

Joined August 2020
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Mark.Institute retweeted
As AI innovation continues, demand for GPU compute to power AI and ML workloads doubles every 3 months, however some sources of the supply of GPU compute remains underutilized. By aggregating underutilized sources of supply from independent data centers, crypto mining farms, and consumer GPUs, @ionet_official's abilities to create decentralized clusters accross multiple locations facilitates the creation of a 'structural arbitrage'. This allows @ionet_official to increase utilization rates to nearly 100%, whilst offering prices up to 90% cheaper than competitors –– the recent expansion of supply in the network featuring 72 A4000 GPUs only accelerates these capabilities. @ionet_official is building the internet of GPUs.
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Mark.Institute retweeted
⚡️TOP #AI Ecosystem Coins by Social Activity $FET $AGIX $TAO $ORAI $SNS $OCEAN $CGPT $SIDUS $MAN $SDAO
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Mark.Institute retweeted
Have you started your Metis quest journey? Quest 1 awaits, collect a new NFT with each quest, leading to an Epic NFT. 👉 decentralize.metis.io/
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Mark.Institute retweeted
AIRDROP ALERT: @birdeye_so Birdeye teased an Airdrop today Here's how I'm farming it:
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Mark.Institute retweeted
By securing CZ's plea agreement and $4.3B fine, the US Government is facilitating the transfer of Bitcoin from weak hands to strong. CZ and Binance will sell BTC to pay the fine while simultaneously the spot ETFs will soak up the supply with American capital. Beautiful execution.
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Mark.Institute retweeted
Based on the API numbers, current crud inventories are the lowest since 2013 for this time of the year. However, in 2013, oil prices were $27 higher!
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Mark.Institute retweeted
In 2012, @BarackObama set a red line with Syria on the use of chemical weapons. A year later, Assad gassed and killed 1,400 non-combatants. We did nothing. In 2014, Putin invaded Crimea. We did nothing. In September 2021, we abandoned Afghanistan in a sloppy withdrawal leading to the collapse of the country, handing our weapons and control to the Taliban. In Feb. 2022, Putin invaded Ukraine. Since that time, we have slow-walked our military support for @Ukraine, failing to give them the armaments they need to win the war. In our most recent budget debt crisis, we took @Ukraine out of the budget to keep the government temporarily open. If Russia wins the war, we are handing control of the world’s bread basket to Russia, and Putin’s power and aspirations will only grow. On September 18th, we agreed to release $6 billion to Iran, but ‘only for humanitarian purposes’ in exchange for five Americans. I remind us all that money is fungible. $6 billion for food and medical supplies frees up $6 billion Iran can use for terrorism and war. And I thought we had a policy of not negotiating with terrorists. Why did Hamas invade Israel last night? Because the United States has consistently not kept its word on its foreign policy commitments and we look very weak. Terrorism loves a leadership vacuum and we have created one. We are politically divided. Our president is physically and cognitively challenged. And we are wavering on the commitment we made to @Ukraine to give them the weapons they need to win the war. The world has become a much more dangerous place because we have not kept our word. This needs to stop now or, dare I say, hell is coming. The world is a much safer place when the US leads, and it quickly can become a living hell when we fail to do so. Now is the time for our government and Congress to show strength, solidarity and leadership and to follow through on our commitments to our allies and the world order. We owe nothing less to our children.
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Mark.Institute retweeted
OIL MARKET: China's refineries processed the most crude on record last month (64.7 million metric tons, or ~15.3m b/d). Gasoline and jet-fuel consumption is soaring in China, despite so-so economic growth | #OOTT #China
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Mark.Institute retweeted
OIL MARKET: West Texas Intermediate crude hits $85 a barrel for the first time this year. Brent crude is at $88 a barrel | #OOTT
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Mark.Institute retweeted
magic $pepe
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Why are dollars being hyper-printed? Because if they weren’t; bankers, brokers, boomers, and politicians would all be jumping out of buildings as their “investments” and their other scams go to zero, and rightly so.
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Over the last 2 days: 1. Saudi Arabia "no longer interested in pleasing US" 2. Saudi Arabia attempting to adopt economic strategy “without US dependence” 3. Chinese Yuan replaces US dollar becoming most traded currency in Russia 4. OPEC issues "surprise" production cut against US advice 5. Malaysia says there's no reason to depend on US dollar According to the Financial Times, this is because Saudi Arabia's relations with the US have "declined under the Biden Administration." Just last week, Saudi Arabia announced a new oil facility using Chinese Yuan worth $12.2 billion. They are also considering selling oil in Chinese Yuan rather than US Dollars. This is the biggest push against the US Dollar in recent history.
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Metamask Airdrop Guide 🪂 The $MASK token has been confirmed. Don't miss your chance at getting one of the biggest airdrops in crypto. -A Quick Guide on how to qualify for the $MASK token. 1/10
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Mark.Institute retweeted
The Private Jets arrived in Omaha in multiple groups. Sometimes landing at almost the same exact time. Did Buffett schedule some meetings with different groups of CEOs every hour? Number of Jets arriving: 5 ~10am (est) 3 ~2pm 5 ~3:30pm 5 ~5pm 6 ~6:15pm 3 ~7:30pm
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Mark.Institute retweeted
I can see clearly what’s happening and where the world is heading. I wish I could do more to help you. My advice to you: Move to the bottom of the Southern Hemisphere if you can. Get out of Europe and the US. The escalation will happen rapidly and you may have no time to prepare.
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Mark.Institute retweeted
RUSSIA'S NOVAK SAYS RUSSIA TO VOLUNTARILY CUT OIL PRODUCTION BY 500,000 BPD IN MARCH. -RTRS #OOTT 🇷🇺
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Mark.Institute retweeted
Will the US dollar still be the global reserve currency by 2030?
28%Yes
72%No
51,354 votes • Final results
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Mark.Institute retweeted
A leaked memo from US Air Force General Mike Minihan to Air Force commanders predicts a war with China in 2025. General Minihan ordered his subordinates to prepare a report by the end of February on measures to prepare for hostilities with China. The US is running out of time.
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Mark.Institute retweeted
$BTC No changes. It looks bearish. Consolidation below June's low, with lower lows and lower highs, supply coming in and people turning bullish without a reason. Altcoins could drop 40-50% during the capitulation event, shitcoins even more. Stay safe.
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