🇺🇸🇮🇷 Oil markets are pricing in the latest Hormuz disruption, and the global system is still adapting rather than breaking. Global monetary expert Jeff Snider, founder of Eurodollar University, told Brandon Weichert that Kepler’s report of Strait of Hormuz flows falling to about 68% of normal levels lines up with what the futures market is signaling. Backwardation has steepened again at the front end, the marketplace’s way of saying near-term oil is getting harder to secure. Neither side has clear control. The U.S. blockade has not forced a collapse, and Iranian claims of a full shutdown don’t match observed flows either. Both are still playing chicken roughly eight months in. Snider sees the Iranians managing enough leakage via trucks, refined products, and workarounds to keep going, even if it is painful and inefficient. He doesn’t expect $150 crude without a truly catastrophic and prolonged shutdown. The more immediate risks sit downstream with stretched tanker capacity, higher ton-mileage, elevated shipping costs, and pressure on refining that can push gasoline and diesel into painful territory even if crude itself stays more contained. Timing is crucial. With U.S. midterms roughly three weeks away, Snider expects Iran (and others) to keep applying pressure now. He also sees the Trump administration more likely to resume heavier strikes after the election, once domestic political constraints ease. Longer term, he views Iran’s “fleet in being” approach of menacing Hormuz as potentially self-defeating. Gulf states already have strong incentives to accelerate pipelines and alternatives, and the system has shown more resilience than early forecasts assumed. China, meanwhile, is positioned to benefit from both sides on reconstruction, shipbuilding, and industrial capacity. Snider argues that much of the renewed talk of Russian threats is driven more by internal political pressures than by Moscow’s actual capacity, and that U.S. dealings with Russia remain largely bilateral self-interest rather than part of a broader peace framework. @WeTheBrandon

Another foresight from me: when the crisis hits, and I don’t mean a negative market price or some shortage here and there. I mean, when the real scale of the Global System Rupture multiplicative crisis hits us all with its various waves, many people will become & act delusional.

The report compiled by journalist and author Judy Byington outlines a series of speculative developments regarding the Quantum Financial System (QFS), the Global Currency Reset (GCR), and the broader rollout of NESARA/GESARA protocols. This report brings together various claims from commentary networks, detailing a proposed transition from legacy fiat systems to a modern, asset-backed monetary framework. At the core of the report is a proposed timeline highlighting the shift toward a new financial ecosystem. According to the document, initial system activations began in early August 2026 with the Quantum Financial System going live, followed by structural shifts aimed at moving away from unbacked paper currency. The update asserts that major international banking benchmarks—such as the full implementation of ISO 20022 standards and global system synchronization—are positioned to finalize throughout late 2026, leading into direct restitution and asset-backed distribution models planned for early 2027. A significant portion of the report focuses on the operational guidelines designated for Tier 4B, often referred to in these updates as the general public or internet community participating in foreign currency exchanges. The text describes a structured, multi-step appointment process initiated via automated contact systems. Individuals seeking to exchange specific currencies, such as the Iraqi Dinar, or redeem historical bonds are directed to schedule appointments through localized redemption centers rather than traditional commercial bank branches to secure specialized exchange rates and specialized digital wallet setups. The procedures outlined for redemption appointments emphasize organization and documentation. Participants are advised to prepare standard verification materials, including photo identification, proof of residency via utility bills, relevant legal trust documentation, and structured project summaries for humanitarian initiatives. The report notes that project presentations are intended to be concise, allowing representatives to evaluate proposals for potential high-tier funding rates and specialized contract terms. From a digital asset management perspective, the report outlines the functionality of the Quantum Account system. Security protocols within this framework reportedly require multi-factor verification, including a digital identification, personalized passwords, and security cards to e*****e transfers between secure storage accounts and primary commercial banking institutions. Users are advised on rules regarding initial capital transfers, interest-bearing options, and immediate cash access limits designed to ensure liquidity while maintaining system stability. The update also highlights significant shifts within the broader banking sector. It describes a transition where conventional physical bank branches are repurposed into specialized exchange facilities, alongside a quiet wind-down of legacy cross-border transfer protocols like traditional SWIFT systems. In their place, asset-backed transaction clearing networks and commodity-anchored monetary frameworks are expected to take precedence, requiring institutions to comply with higher transparency standards or face operational freezes. Finally, the narrative addresses the foundational goals associated with the NESARA/GESARA framework. The overarching policy shift emphasizes replacing debt-based economic models with asset-backed stability, systemic tax restructuring toward point-of-sale consumption models, and a focus on transparency across global governance and financial administration. As discussions surrounding monetary reform, asset backing, and modern financial technologies continue to evolve, updates like these reflect an ongoing focus among alternative economic analysts on the future trajectory of global wealth distribution and institutional integrity. 17PLUS IS THE INTERNETS MOST INTENSE TRUTH SITE!

The US has reportedly proposed extending the US–China trade truce by six months. Beijing wants a longer extension, reportedly covering the remainder of Trump’s presidency, according to the Financial Times. No extension has been agreed. My reading: the duration itself is a strategic bargaining instrument for the second summit as a continuation from the first one. Washington wants regular opportunities to assess compliance and retain leverage. Beijing seeks greater predictability and fewer recurring deadlines for renewed pressure. A longer truce could reduce immediate trade uncertainty while leaving the underlying systemic competition intact. Both powers have reasons to buy time and play with tradeoffs, and apply their own plans for how to use it. But the shared interest remains the same from May: a managed confrontation and avoiding global system collapse.

NEW: "Bitcoin is a relatively small and controllable market, whereas gold stands alone. There is only one gold. Ultimately, gold is more widely held, deeply established, and still plays a central role in the global system," says Ray Dalio.