Feed — Buzzberg

Бобби initiated a long oil position around March 10th due to the Iran-US conflict, which has driven oil prices above $100 per barrel. The conflict centers on control of the Strait of Hormuz, a chokepoint for 20% of global oil shipments. A prolonged war or US ground operation could sustain or increase supply disruption, pushing prices higher. Long oil as a direct hedge and speculative bet on escalating geopolitical tension and supply constraints, with a target around $120. A swift diplomatic resolution between the US and Iran, or other producers increasing output to compensate, would alleviate supply fears and cause prices to fall.

cp0x holds and has been buying more Hyperliquid (HYPE) tokens, including purchases around a price of 0.9, and sees no fundamental reason for a crash. Hyperliquid is the leading decentralized perpetuals exchange for TradFi markets (oil, gold), demonstrated an ability to quickly ship in-demand products, and has a strong, execution-focused team. Long HYPE due to its first-mover advantage in TradFi perpetuals, strong operational execution, and perceived undervaluation at current prices amidst overall market weakness. Intensifying competition from other perp DEXs, a failure to grow its ecosystem, or a broad crypto market downturn could impair growth and token performance.