Most recent unrolls from @ThreadReaderApp

Es folgt ein langer Thread (34 Tweets) zu Öl, Krieg und der Rolle der USA. Ich habe einen engen Fokus gesetzt und bewusst viele Aspekte ausgeblendet. Mal schauen, ob die App bei dieser Länge explodiert. 1/34

Historiker sind herzlich eingeladen: Ich freue mich über jeden Kommentar, ob Zerriss oder Zustimmung. Ich hoffe, ihr haltet bis zum Ende durch – es wird gruselig und spannend zugleich. 2/34

Um 1900 sicherte sich der Brite D’Arcy für ein paar Pfund das Recht auf Öl-Exploration in Persien. 1909 entstand die APOC (heute BP). Damit stand das persische Öl unter westlicher Kontrolle. 3/34

SÜMERBANK CAMİİ 1958 yılında Sümerbank lojmanlarında doğmuşum. Camimiz ise ben doğduktan bir yıl sonra açılmış. Bu bakımdan camiyle tanışıklığımız, Sümerbank çalışanı olmadan çok önce başladı.

Benim için camimiz; fabrika kompleksi içindeki hastane, okul, kütüphane gibi diğer sosyal ünitelerden çok farklı değildi. Fabrikanın doğal ve önemli bir parçasıydı.

Rahmetli dedem Recep Öden’in, camide imam olmadığı zamanlarda ve özellikle Ramazan ayında, fabrikada çalıştıkları için teravih namazı kılamayan işçilere gece iş çıkışında camide teravih namazı kıldırdığını biliyorum.

Ontem comemoramos 40 anos de amizade de uma das duplas mais polêmicas do Brasil:
Alexandre de Moraes e Dias Toffoli.

Você os conhece.
Imagina que sabe onde se conheceram, mas provavelmente você está errado.

Existe muito mais por trás dessa relação.

Você deve pensar: se conheceram no STF, é óbvio. Mas calcula comigo.

Toffoli entrou em 2009 e Moraes em 2017. Mesmo que tivessem se conhecido quando Toffoli entrou no STF, seriam apenas 16 anos.

E eu disse 40.

Então, afinal, onde se conheceram?

A conexão se chama USP.

Não foram apenas dois alunos da mesma faculdade. Alexandre de Moraes e Dias Toffoli entraram juntos em 03 de Março de 1986, na MESMA TURMA.


Se formaram juntos na turma de 1990.

E sabendo disso, algumas coisas começam a fazer sentido, veja…

🧵 رشته تحلیلی ژئوپولیتیکی جنگ:

استراتژی هگست دقیقا همانی هست که در جنگ ویتنام بود: بمباران و کشتار گسترده و ایجاد رعب و وحشت برای قانع کردن طرف مقابل به زانو زدن و تسلیم.

تفکر آمریکا از جنگ و تفکر ایران از جنگ رو اینجا توضیح میدم:

https://twitter.com/Acyn/status/2029190660168008161

در مدل کلاسیک جنگ، مثل جنگ جهانی دوم، هدف از جنگ این است که با ابزار جنگی، به نقاط استراتژیک و کلیدی تسلط پیدا کنید، و سپس با نیروی پیاده‌نظام، نظام سیاسی جایگزین برپا کنید.

ایده‌ای که معمولا مخاطب از جنگ دارد، همچین چیزی است.

اما آمریکا این نوع جنگ را دوست ندارد چون هزینه‌دار است. آمریکا معتقد است قدرت واقعی، قدرت نرم است: کنترل افکار.

برای همین، حتی وقتی جنگ گرم هم می‌کند، هدف واقعی جنگ، ایجاد یک احساس خاص در طرف مقابل است: ایجاد ترس و وحشت یا Shock and Awe.

So there are increasingly argument for "no human review code" provided that the agent(s) build code together with a suite of tests.

I see multiple problems with this approach
1/

- Assuming that the agent(s) can be relatively reliable (say 99.9%), there will be the case of serious failure where then people needs to jump in and good luck finding the problem if there is zero knowledge of the codebase.

2/

- With the given failure it is also hard to say to the agent "fix it", because the agent may need additional detail (otherwise it would have already done so) and those details can come only if one is involved in the codebase

3/

Hizbullah SG Sheikh Naim Qassem’s speech (4 March 2026), highlights in English below ⬇️

https://twitter.com/trhxianl/status/2029234672350445710

Sheikh Naim Qassem: The blessed month of Ramadan is the month of mercy and forgiveness. I ask Allah Almighty to accept our deeds & to make us among those who observe its fasting, prayers, worship, & good actions in the best manner. God willing.

Sheikh Naim Qassem: For fifteen months, the “Israeli”–American Enemy has continued its aggression. A ceasefire agreement was reached on November 27, 2024, marking the beginning of a new phase. We committed to this agreement in coordination with the Lebanese State, but “Israel” did not abide by a single clause. We supported the diplomatic path, yet it has achieved nothing. For fifteen months, we refrained from responding to the repeated “Israeli” violations so that we would not be accused of obstructing diplomatic efforts, since responsibility lies with the State. We considered this an opportunity for the State to assume its responsibilities & for this option to be tested in practical terms, by implementing the agreement & protecting Lebanon & its sovereignty, as we stated.

BREAKING: AI can now analyze options trades like a $500/hr options strategist (for free)

Here are 10 Claude prompts I use to sell puts, buy LEAPs, and run the wheel without second-guessing every trade

(Save this for later)

1. The Strategy Selector

"[TICKER] is on my watchlist and I'm ready to act. Help me decide which strategy fits right now.

Current conditions:
- Stock price: [PRICE]
- My conviction level: [MODERATE / HIGH / VERY HIGH]
- IV environment: [Look up IV rank on Barchart for me]
- Available capital: [AMOUNT]

Based on these conditions:

- Should I sell a cash-secured put?
- Should I buy a LEAP?
- Should I do both?
- Or should I do nothing and wait?

Walk me through the decision like a flowchart. IV first, then conviction, then capital. Don't let me force a strategy that doesn't fit the setup."

2. The Cash-Secured Put Strike Finder

"I'm considering selling a cash-secured put on [TICKER], currently trading at [PRICE].

Help me evaluate the setup:

- Where are the key support levels on the daily and weekly chart based on historical price action?
- What strike price sits at or below those support levels while still offering meaningful premium?
- What delta range would give me roughly an 80% probability of keeping the premium?
- At that strike, what would my effective cost basis be if assigned (strike minus premium)?
- Would I actually want to own 100 shares at that cost basis for the next 2-3 years?

Be honest with me. If the premium isn't worth the risk at any available strike, tell me to skip the trade entirely."

1/🚨Jeffrey Epstein built a leverage file on Bill Gates.

It contained allegations about an STD. A request to secretly medicate Melinda without her consent. Gates' personal plea to destroy the emails.

Four days after delivering that intelligence, Epstein received a multimillion-dollar financial agreement from Gates. Three weeks later, Gates signed documents giving Epstein unlimited authorized access to all confidential information on Melinda Gates personally.

Then thanked him for advice to "minimize documents."

You can draw your own conclusions.

It's all in the federal court record. Gates testifies under oath May 19. 🧵👇

2/ The intelligence acquisition To understand the leverage, you need to understand how Epstein built it.

He didn't hack Gates. He didn't surveil him.

He recruited Gates' most trusted insider — chief science adviser Boris Nikolic — who handed Epstein everything.

Including material Gates thought was protected by attorney-client privilege.

It wasn't. Epstein wasn't a lawyer. He wrote that privilege claim himself.

(EFTA01967982) justice.gov/epstein/files/…

3/ The file gets built

Aug 25, 2013. Epstein to Boris: "What entity gave you the 500k."

Boris replied from his phone with:

▪️A $500K payment from Gates' personal bank account
▪️A concealed investment partnership called Eclipse funding a woman Melinda knew nothing about
▪️Wire transfer documentation Boris had at home
▪️His assessment: "She would be much more furious than on anything before if she finds out."

(EFTA01755865) justice.gov/epstein/files/…

📷 Image: Typeset card of Boris's key sentences with EFTA number

Diese Vatnik Suppe stellt den zypriotischen Politiker & Social-Media-Persönlichkeit Fidias Panayiotou (@Fidias0) vor. Er ist für seine Clickbait-Stunts auf YouTube bekannt & dafür, dass er gegen Hilfe für die 🇺🇦 & das Heimbringen entführter 🇺🇦 Kinder aus 🇷🇺 gestimmt hat.
1/20

Fidias stammt aus Meniko, Zypern. 2019 begann er, Videos auf YouTube zu veröffentlichen. Er fand seine Nische mit Clickbait-Inhalten im Stil von MrBeast mit albernen Stunts, auffälligen Titeln & schablonenhaften Dialogen. Heute hat Fidias 2,7 Mio Abonnenten auf YouTube.
2/20

Fidias Kanal begann mit trendigen Klischees, aber er fand seine Nische im Reisen ohne Geld – auch bekannt als Schmarotzen. In einem Video fuhr er schwarz mit der Metro in Bengaluru. Die Bahnbehörde reagierte darauf mit der Ankündigung, Strafanzeige gegen ihn zu erstatten.
3/20

🧵Ho letto il rapporto annuale sull'antisemitismo 2025 uscito ieri. E' qualcosa di indescrivibile per falsità, mistificazione e feroce odio anti-palestinese. Se lo affianchiamo al voto avvenuto oggi in Senato, andiamo verso tempi terribili.



Riassumo👇cdec.it/wp-content/upl…

La cosa principale che si deduce è che davvero ogni minima critica, appunto o opposizione alle condotte dell'entità sionista (ops, ho già sgarrato) è considerata antisemitismo e passibile di inclusione in questo delirante documento.

👇

Pag.16 - Il movimento BDS è antisemita
Pag.16/17 - A. Di Battista è antisemita per aver riportato le parole di un generale IOF e per volere il riconoscimento dello Stato di Palestina

👇

🧵So the American School Counselor Association (ASCA) put out their “State of the Profession Report” showing how deceptive their profession actually is…

One of the “Most Challenging Issues” School Counselors reported was “NAVIGATING work after a new law/policy is passed that conflicts with ASCA Ethical Standards &/or is harmful to students”.

WTF is there to “NAVIGATE”?

Just follow the law/policy!!! 🤬

What kind of laws/policies are they trying to “NAVIGATE”?!

DEI & Gender Insanity of course.

They even admit one way they navigate the DEI Bans is to rename it “belonging” or “school culture”.

מבצע "רק רשת"

אחרי שהאזנתי לפודקאסט של פאבלו טורה שחושף את חקירת ה-FBI סביב פרשיית ההימורים "Nothing But Net" הייתי בהלם. מדובר בסיפור הזוי לחלוטין שחוצה 3 יבשות ומגיע עד הכדורסל הישראלי.
שרשור על הונאה, הימורים, סרטוני אינסטגרם מפלילים ועלילה שנשמעת כמו סרט הוליוודי זול.
🧵

2/
במרכז הרשת עומד משפיען הימורים בשם מרווז פיירלי (המכונה Vzino Locks) ושותפו שיין הנון (המכונה Sugar Shane). הם ניהלו רשת של מהמרים שניצלו "מידע פנים" ממשחקי כדורסל כדי להערים על סוכנויות ההימורים בארה"ב (לכאורה).
צריך להסביר רגע מה זה אומר "להערים על סוכנויות ההימורים"

3/
צריך רגע להסביר מה זה אומר "להערים על סוכנויות ההימורים".
בואו נעשה חלוקה פשוטה ל-2 שיטות הרמאות המרכזיות בספורט:
1. הטיית משחקים (Match Fixing)
השיטה ה"קלאסית": שחקן או גורם בקבוצה דואג שהקבוצה שלו תפסיד את המשחק כולו, ומרוויח כסף מהימורים על התוצאה.

Did you see this headline?

Did you feel the requisite anger and rage at asylum seekers that The Sun was asking of you?

Did you maybe blame Starmer because.... um... it was probably his fault🤷‍♀️

Would you like to know the reality behind the headline?

Course you would!😜

Let's take a look

🧵

1/25

🚨 The FACTS 🚨

This was a Sun "exclusive" following an FOI, but the story itself is a couple of years old

In 2022, the High Court found that the Home Office and the then Home Secretary Priti Patel, had been acting unlawfully with respect to asylum seekers from April to November 2020

2/

During this time:

1,300+ Asylum seekers had their phones unlawfully seized on arrival

400+ phones have NEVER been returned as the Home Office didn't keep accurate records of who they took them from

3 asylum seekers took the government to court in late 2020, having had their phones seized

3/

Tramp razoružava:
1. British Petroleum
2. City of London
3. MI6 Lloyds i sve reosiguravajuće kompanije
4. Lažne Irance, arapske mule uvaljene kao verski lideri
u zemlji koja nije većinski muslimanska
5. CIA postave po bliskom istoku
6. Arapske državice koje su bogatstvo

stekle ne od prodaje nafte, nego od trafikinga ljudima i drogom, a sve to pod zajedničkim imenom: IRAN.

Sa druge strane je statista Izrael, po kojem padaju rakete po objektima od strateškog vojnog i obaveštajnog značaja.

Kako je moguće preuzeti kontrolu nad protokom nafte na

Bliskom Istoku, povući američku vojsku odatle, ukloniti CIA stanice i neutralisati obe strane u trenutnom sukobu? Samo ovako. Moje je duboko uverenje da smo mi opet u replay poziciji, tj. da se ono što gledamo na ekranima fiction faction malo fake news malo AI, već desilo. Nema

I'm seeing people doubt that the Iranians will escalate further in their campaign against Gulf oil infrastructure because "it would be suicide" or "they'll destroy their own economy." What you need to understand is that our own record of perfidy during negotiations has demonstrated that making any kind of agreement with the United States is itself suicidal. We are now the most untrustworthy state in modern world history. Any perception of our respect for the norms of international relations has been torched permanently for the benefit of Israel.

The only reasonable Iranian option is to re-establish deterrence in a way that requires no treaty for us to violate, no trust for us to break. That means pushing us out of the region entirely if possible by denying us the ability to reclaim our bases and making this war so costly that the American public sours on the prospect of war in the Middle East for a generation.

Our hope for bringing this war to an end in remotely favorable terms is regime change, but there's zero indication so far that this is likely to happen. Our own ridiculously boneheaded actions have backed the Iranians into a corner and obliterated any chance of a negotiated settlement.

https://x.com/ripplebrain/status/2029231167443030151

Iranian leadership now understands that even speaking to American negotiators by video call comes with a risk of death. Israeli influence has intentionally stacked every incentive on the side of never speaking to the United States ever again.

Negotiations occur between real, flesh and blood human beings. When you prove to those people that you'll invite them in and then pull out a gun and shoot them in the head without a second thought you shouldn't be surprised when they're willing to die fighting you instead.

Finding new medicines is getting more and more expensive, and AI won't help much unless we can generate physiological data at scale.

In our new preprint, @GordianBio extends the progress of the functional genomics community to run pooled in vivo screens at scale, in a way that answers questions about physiology and therapeutic potential.
We show screens in mice and horses, fibrotic and degenerative disease, with a framework for physiological predictions validated in human ex vivo tissues.

Very proud of @v_sontake, @vkartha88, Neety and the rest of the team. Tweetorial follows:

Perturbation is how we extract rules from the organized chaos of biology, and high-throughput pooled screens have become a major source of new insights.

But when we screen cells outside the body, we're missing a lot of what drives disease: no immune system, no real metabolism, no structural environment.

Diseases of aging happen at the organ level. So we need screens that can ask cells about the organ they're in. This means screening in vivo.

We had to solve three challenges for pooled screening in diseased organs: delivering different perturbation modalities even in organs with structural damage, scaling this to large perturbation libraries, and a way to analyze scSeq data that ranks targets' therapeutic potential.

The result is what we call Mosaic Screening, because you end up with a mosaic of different perturbations inside a living, diseased organ.

ATATÜRK'Ü TUTUKLAMAYA GELEN
İNGİLİZ KOMUTAN!..

Yıl 1941. Artık emekli olmuş İngiliz İşgal Tabur Komutanı Mr.Salter, uçuş eğitimi için İngiltere'de bulunan Türk pilotu Kemal İntepe'ye anlatıyor:

1919 yılında Piyade Binbaşı olarak Samsun'daki İngiliz İşgal Tabur Komutanı idim. 18 Mayıs 1919 günü İstanbul'daki Komutanlığımdan "Mustafa Kemal adında bir Türk Paşası'nın,

Bandırma Vapuru ile İstanbul'dan görevli olarak ayrıldığını,vapurdan gönderdiği telgrafta istifa ettiğini, şayet Samsun'a gelecek olursa tutuklanmasını" bildiren şifreli bir telsiz telgrafı aldım.

🚨🐜Tiny fungus-farming ants have evolved the ability to capture carbon dioxide from air (#CDR) and convert it into a mineral layer on their bodies, forming a natural protective armour, a surprising biological mechanism reported by scientists in a new study.

Details🧵1/11

2/ The discovery comes from studying crowded ant nests where carbon dioxide can build up.

Instead of simply tolerating high CO₂, these ants appear to use the gas as a chemical resource inside their nest environment.

3/ Fungus-farming ants forage for vegetation to feed cultivated fungi that are grown inside their colonies. In turn, the fungi serve as the primary food source for the ants.

The high density of ants and fungi can result in high concentrations of CO2 inside the nests.

שר התקשורת שלמה קרעי התגאה היום שתרם 180 שקל לארגון "תורת לחימה", אחרי שחשבון הארגון הושעה מרשת X.
למי שעוד לא מכיר: "תורת לחימה" מנוהל בידי אביעד גדות - רב צבאי שהושעה מצה"ל ואחד החשבונות הרעילים ביותר ברשת. אז לטובת מה הלכו 180 השקלים של השר? הנה >>

2. טקסטים מבחילים נגד משפחות החטופים, ובראשם השוואה מופרעת בין מי שעונו בשבי חמאס במשך מאות ימים לנגד ארי רוזנפלד, הנאשם בהעברת מסמכים סודיים מתוך מערכות צה"ל:

3. הפצת קונספירציות נגד השב"כ:

1/
QatarEnergy declaring force majeure is not just an LNG story.

Qatar supplies ~20% of global LNG.

If shipments stop, this becomes a global industrial shock, not just an Asian energy problem.

2/
Asia will scramble for replacement gas.
That means bidding against Europe and other LNG buyers.

Result:

➡️ LNG prices spike
➡️ gas flows reshuffle globally
➡️ Europe could get squeezed again.

3/
Natural gas isn't just fuel.
It is a core industrial feedstock used to produce:

• fertilizers
• ammonia
• plastics
• chemicals
• pharmaceuticals

Higher gas prices ripple through the entire manufacturing chain.

🚨🗓️Solar Geoengineering Events Calendar Update

From Oxford lectures & London policy debates to GeoMIP in Tokyo, #SRM governance forums in Belgium & major gatherings across Vienna, US & beyond + key job & abstract deadlines. Here’s what’s coming up🧵1/22

teamup.com/ks64mmvtit583e…

2/ Add our SRM Events Calendar to your default calendar in 2 ways:

Head to this link:

And follow these steps: teamup.com/ks64mmvtit583e…

List of what's coming up:

04 March | Oxford University - The unknowability of solar geoengineering and why it matters by OCRN Annual Lecture



3/energy.ox.ac.uk/events/event/o…