🌚 Crypto Evening: Looking Back.

🫥 Thesis on the future of crypto in Russia.

🫥 Morning news roundup.

🆕 While global oil transit fell by 270 million barrels in three weeks, commercial supplies to Europe and America rose to a maximum since 2024. Since the beginning of 2026, Western flows have added another 50 million barrels. The US is pumping and selling oil at record volumes, and American oil majors are preparing for one of the most profitable years in history.

🆕 Asia is critically dependent on Middle Eastern oil: the Philippines and Vietnam receive 90-95% of their imports from there, Singapore, South Korea, Taiwan - about 70%. Even India and China depend on the region by 50-55%. For comparison, Turkey and Eastern Europe - less than 20%.

🫥 You're given $20 million with 10x leverage without a stop to open right now, with the ability to close the position only in early summer, if it doesn't liquidate before - what are your actions?

🫥 Starting in July, Russia will require crypto exchangers to verify investor status through Central Bank registries: selling to non-qualified buyers over 300 thousand rubles - fine up to 1 million.

🫥 T-REX Network and Zama launched a privacy layer for tokenized real assets based on fully homomorphic encryption.

🫥 Several optimistic charts from X, where they're preparing for market growth/rebound.

🫥 Iran suspends gas exports to Turkey following Israeli strike on South Pars gas field [later media refuted it].

🫥 Gas and diesel prices in the US are approaching $4 and $5 per gallon, reminiscent of peaks in 2008 and 2022.

🫥 Only 45% of S&P 500 stocks trade above their 200-day averages. Historically, this indicator falling below 40% accompanied bear markets and recessions - 2018, 2020, 2022. There are only 5 points left to this threshold.

🫥 Bernstein believes bitcoin has hit bottom and will continue to grow, maintaining a target of $150K for 2026.

🫥 Tether has attracted an auditor from the "Big Four" for the first time in its history to conduct a full independent audit [they've been writing about an audit for years and that they'll conduct it soon, in the end - they're still writing about it, but not conducting it].

🫥 Solana launched a corporate platform for financial companies.

🫥 Will bitcoin fall to what today?

🫥 Trump on Iran.