The Edge Guy @FactEdgeGuy
Oil, Hormuz, whale wallets — I watch. Polymarket — I bet, badly some days. Global Joined May 2011-
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🚨 A hacker just broke into 100+ companies with a prompt shorter than this tweet. Under 100 Chinese characters. ~$5,000 in tokens. ~$50 per successful breach. Deere, SharkNinja and Cummins are among the victims. AI agents (DeepSeek + Claude Code, per Reuters) went after 1,200+ sites in the US, Canada, Australia and Japan. Each break-in took about 23 hours. No human sat there for any of them. A breach used to cost a team and months. Now it costs a paragraph and a lunch budget. Attackers just hired a workforce that never sleeps for $50 a head. Defenders are still on office hours. This is no longer a tech story. It's a price war, and the attackers are winning it.
Top of the last 12 hours 🇮🇷 Iran's IRGC warns the 7 major undersea data cables through the Strait of Hormuz could be its next targets. If fighting resumes, it promises "new weapons, new targets" and a severe global energy crisis. 🇺🇸🇮🇱 Hegseth made an unannounced trip to Israel and met Netanyahu at Ovda air base, eight days before Israel's election. It comes as the US and Israel discuss possibly resuming major strikes on Iran. 🇺🇸 Trump says the US will stop helping Europe unless its leaders secure borders and fix migration. He warns America will "burn" like France if Democrats win the midterms. 🇮🇷🇩🇪 Iran summoned the German and EU ambassadors, accusing Berlin of covering for its role in the "US-Israeli aggression". Germany had summoned Iran's envoy first, after a court tied a plot against a Jewish leader to Iran. 🇬🇧 London: a 33-year-old man was arrested after attacking three Jewish women, one pushing a pram, in Hackney. Police are treating it as an antisemitic hate crime. 🇺🇸 Columbus, Ohio: one person was killed in a shooting in a parking lot next to a mosque. Police say it was not an attack on the mosque. 🇨🇴 A Colombian Army Black Hawk crashed in Cauca with 19 aboard. All survived, some with fractures. Cause unknown, no sign of an attack.
@MarioNawfal Eleven embassies don't issue the same warning on the same day by accident. When Washington tells its own people to stay alert across the whole region, it's planning for escalation. Watch oil and flight paths, not the press briefings
Top of the last 12 hours 🇺🇸🇷🇺 Trump: no new Russia sanctions for now. He doesn't want to push Moscow away from the peace table. Says Russia is helping Iran "very little" and he wants to keep it that way. 🇮🇷🇮🇱🇺🇸 Iran's FM Araghchi: Netanyahu is dragging the US into a new war to stay out of prison. Last time they tried to "finish the job," Iran came out stronger. Tehran has "unfinished jobs" too. 🇺🇸 US missions across the Middle East (Lebanon, Kuwait, Bahrain, Jordan and others) plus the virtual embassy for Iran issued fresh security alerts: Iran and its allied groups may threaten US-linked targets worldwide. 🇱🇹🇷🇺 Lithuania: arson attempt at a Starlink base station near Vilnius is being treated as Russia-linked sabotage. Same pattern as Starlink fires in Bulgaria (Oct 10) and Poland (Sept). Minor damage, no outage. 🇦🇹🇮🇱🇧🇬 Austrian Airlines A320 from Tel Aviv to Vienna diverted to Sofia after a bomb threat signal. 51 passengers and 6 crew evacuated, a Bulgarian fighter jet escorted the plane. 🇪🇸 Spain: red alert for the Valencia and Alicante coasts. Cut-off low "Adam" may dump up to 300–400 mm locally. Balearics on orange alert, schools shut in Mallorca, Ibiza, Formentera. 🇹🇷 Turkey will get part of the Russian diesel supplied under the Trump–Putin deal, says energy minister Bayraktar. 🇹🇷 Bursa: ~100 people hospitalised with suspected food poisoning after a religious gathering in İnegöl where ~1,000 were served chicken pilaf. Probe underway.
Top of the last 12 hours 🇺🇸 Washington extended Lukoil's lifeline to April 24, 2027: licenses cover its Bulgarian subsidiaries, including the Burgas refinery, and its filling stations outside Russia. 🇺🇸 The US sanctioned Cuba's state-owned BICSA bank for servicing Iran's Karafarin, which has been under US sanctions since 2020. Havana is now in the Iran-financing crosshairs. 🇺🇸 A teenage gunman killed three children and a teacher at an elementary school in Bend, Oregon. The suspect is also dead. 🇾🇪 Houthi missiles hit the presidential palace in Aden: 5 killed, 16 wounded. The prime minister was unharmed. 🇦🇱 Albania's protests entered a third day of clashes in Tirana: tear gas, water cannon, and 71 police officers injured, per the police chief. 🇹🇷 Erdogan's adviser Mehmet Ucum says Erdogan will run again in an early 2028 vote, with April floated. Early elections are the way around the term limit.
Top of the last 12 hours 🇺🇸 Trump told a rally in Bullhead City, Arizona that leakers "should be shot," saying a leak about the timing of an Iran strike forced a two-day delay and that the details "were in the New York Times, CNN." 🇺🇸🇮🇷 CENTCOM says US forces destroyed an Iranian-affiliated dhow that was surveilling and targeting US Navy ships in the Gulf of Oman. The crew was removed beforehand; repatriation is ongoing. 🇦🇱 Albania: second day of protests demanding PM Rama's resignation. Demonstrators hurled Molotovs and fireworks at police and government buildings were set on fire. Police report injuries and at least 20 arrests.
@musantocrypt Fair point on Tangem. But no seed phrase just moves the trust: from the reseller's box to the vendor's chip. Supply chain risk doesn't vanish, it changes address
⛽️Oil is now setting US interest rates Everyone spent the year arguing about when the Fed cuts. One CPI print and the question flipped: how many times does it hike? Inflation hit 3.7% in September, above the 3.6% forecast. More than half of the monthly jump came from energy. Core is only 2.6%. So this isn't an overheated economy, it's a gasoline bill, and the central bank can't print oil. The market reacted instantly. Odds of a hike at the Oct 27–28 meeting doubled to about 45%. The 10-year yield sits near 5.3%, the dollar is at an 18-month high, gold dropped 1.6%, and Bitcoin slid below $82K. Meanwhile the self-custody crowd got its own reminder: Ledger is investigating about $86M in suspected losses tied to one Southeast Asian reseller. "Not your keys, not your coins" has a footnote now: not your supply chain, not your coins either. When oil drives inflation, rate hikes don't fix the cause, they just make everything else more expensive to hold.
🕐 Top of the last 12 hours ⚡ The angle: war by election calendar. Washington and Jerusalem are reportedly weighing a new Iran strike before the ballots, while the Houthis are already hitting the heart of Gulf oil. 🇺🇸🇮🇱🇮🇷 Axios: Trump and Netanyahu held several calls over the past two weeks about resuming major combat operations against Iran before Israel's Oct 27 election and the US midterms on Nov 3. The talks reportedly included joint strikes on military and nuclear targets. 🇸🇦🇾🇪 Houthi missiles hit Saudi Aramco's headquarters in Dhahran. Saudi Energy Ministry: limited fire, no injuries. It follows a wave of attacks on Saudi airports and oil sites that has killed at least 18 people. 🇻🇦 Pope Leo XIV has lung cancer, the Vatican says. Surgery removed the lower lobe of his right lung, with "no complications." Stage and spread not disclosed. 🇹🇼🇺🇸 Six of Taiwan's 66 new F-16V jets have passed factory acceptance, two already landed on Oct 2. Defense Minister: more to clear acceptance this month, no firm timeline. 🇹🇷 80 workers hospitalised in İzmir with suspected food poisoning after meals from one catering firm. Investigation opened.
🕐 Top of the last 12 hours 🇺🇸🇮🇷 Trump on Iran: says he doesn't believe China and Russia are helping Tehran. "If they are, it's at a very low level." Adds that both have too much to lose and the US "will find out very quickly." 🇰🇵 North Korea says it tested a "technically upgraded" core element of a tactical ballistic missile and called it a "big success." Seoul detected multiple launches toward the East Sea, one flying over 900 km. 🇸🇦🇾🇪 The Saudi-led coalition says it intercepted and destroyed two Houthi ballistic missiles fired at Khamis Mushait. This follows the Houthi strike on Riyadh's airport, which killed at least 12 people. 🇫🇷 French student protests: damage to schools in the Île-de-France region has reached about €8.5M. About 80 lycées were disrupted on Monday, around 30 closed for the day.
Top of the last few hours 🇨🇳 China sanctioned Belize's foreign minister Francis Fonseca and Paraguay's communications minister Gustavo Villate over their stance on Taiwan. Their assets in China are frozen, they are barred from entering, and Chinese firms and citizens can't deal with them. 🇸🇩🇪🇬 A rights group says at least 72 gold miners were killed in an air strike near the Sudan–Egypt border, in the disputed Halaib Triangle. It accuses Egypt's military. Egypt hasn't commented. The toll is preliminary and unverified. 🇫🇷 A fire has "totally destroyed" the Marché des Enfants Rouges in central Paris, the city's oldest covered food market, according to the city hall. 🇺🇿🇸🇦 Two Uzbek citizens were lightly injured in the Houthi attack on Riyadh airport and have been discharged from hospital. About 20 other Uzbeks at the airport were unharmed.
@jimcramer Odd strength in WFC, AMZN, HD, the club's own holdings. Funny how that works. And Palantir to $250 is a "long-standing target." The kind you can raise forever but never miss.
🚨 FBI says it stopped a planned ISIS-inspired attack on the Mall of America in Minnesota. Sheikhdoon Abdullahi Mohamud, 18, a U.S. citizen of Somali descent, is charged with buying an AK-47 to carry out a terrorist attack in support of a foreign terrorist organization. Prosecutors say he wanted to kill "maybe 30 to 60 people." The target date was Oct 24, a day with a Hmong arts celebration at the mall: "it will be a lot of people," he reportedly said. He bought the rifle, magazines and ammo from an undercover FBI source for $600, then was arrested.
🚨 United flight UA946, Washington Dulles → Amsterdam, declared a general emergency (squawk 7700) over the North Atlantic about four hours into the flight. The Boeing 767 turned around and diverted to St. John's, Newfoundland. AirLive reports a cockpit indication of a technical issue with one of the two engines. No injuries reported. Reportedly landed in Canada. United hasn't commented on the cause.
Top of the last 12 hours 🇸🇦 Houthis hit Riyadh's King Khalid airport again: 1 dead (a Pakistani resident), 11 injured. It's the fourth strike in five days. Saturday's attack killed 13 and wounded 300+. The airport has been shut since. 🇺🇸 FAA told U.S. airlines to exercise caution flying to or over Saudi Arabia. The notice runs until Dec 10. Delta is due to start Atlanta–Riyadh flights on Oct 23. 🇺🇸🇾🇪 Trump says he'll reconsider the U.S. role in Yemen and is weighing resuming strikes on Iran. 🇮🇷🇸🇦 Araghchi called Saudi FM: Iran offers to mediate Saudi–Yemen talks, says there is "no military solution". 🇰🇵 North Korea fired ballistic missiles toward the East Sea. They flew 900+ km, per Seoul's JCS. Nine days after the Oct 3 launch.
The Fed is hiking. Bitcoin ETFs are bleeding. "Uptober" didn't get the memo. - Fed funds: 3.75–4% after September's hike, the first since 2023 - Minutes: another hike "would likely be appropriate by year end." Waller: more hikes needed - Next FOMC: Oct 28 - Spot BTC ETFs: -$407M net in October. ETH ETFs: -$579M, 8 straight days of outflows - Combined: -$986M - Wednesday alone: -$485M out of BTC ETFs, the biggest day since June 25 - BTC dipped to $80.4K The market was waiting for liquidity. The bid is leaving instead. Watch Oct 28. A hike into ETF outflows is the real test.
@cryptorover Banks patch encryption in one board meeting. Bitcoin needs a civil war over a hard fork. "It breaks everything, so I'm buying" isn't a thesis. It's a bet that you'll be the last one to upgrade.
🌍 Top of the last 12 hours — Oct 9 🇺🇸🇮🇷 Trump: no US strikes on Iran before the Nov 3 midterms. No ceasefire, blockade stays. Iranian military source: blasts in southern Hormuz came from a ship hitting a mine on an "unauthorized route" (unverified). 🇺🇸🇻🇪 DOJ adds a torture conspiracy charge against Maduro and his wife, up to 20 years. Multiple US citizens among alleged victims. Defense denies. 🇬🇧🇷🇺 UK sanctions now cover 90%+ of Russian oil production capacity. 12 more shadow-fleet tankers (600+ total), 17 supply-chain targets, 5 payment/crypto entities, 3 of them in Kyrgyzstan. 🇺🇸 Fort Hood shooter Nidal Hasan set to be executed by firing squad on Dec 3. First military execution since 1961. 🇺🇸 NYC: ICE officer shoots a man in a car with a 5-year-old inside. DHS: Dominican national with a criminal conviction. Mayor Mamdani to demand an end to ICE operations in the city. 🇲🇽 Mexico: prison brawl in Sinaloa kills 9 inmates and a minor, 16 injured. Situation under control.
Trump just put a date on the Iran war: November 3. "No attack on Iran at any time prior to the Midterm Elections." Read it again. Not a ceasefire. Not a deal. The blockade stays "in full force." Meanwhile: • Houthi missiles hit Riyadh and Abha airports: 3 dead, 36 injured. Riyadh flights halted. • Tankers hit near Hormuz this week. Trump: oil flowing in "record numbers." IRGC: the strait is closed. • Iran's president called the talks "meaningless." • Brent still ~$103. And days before the pledge, The Atlantic reported the White House asked the Pentagon for strike options. Trump has also said he might strike after the vote. This isn't peace. It's a pause timed to the ballot box. Watch November 4.
Top of the last 12 hours 🇮🇷🇺🇸 Iran will deliver its response to the US proposals through mediators, its foreign ministry says. Tehran also says it agreed with Oman on exact coordinates of safe shipping lanes through the Strait of Hormuz, to be submitted to international maritime authorities. 🇶🇦 A tanker was hit by multiple projectiles about 51 nautical miles north of Madinat ash-Shamal, off Qatar. UKMTO reports casualties and says an investigation is under way. The attacker is not named. 🇺🇸🇻🇪 Maduro and his wife Cilia Flores are expected to face new US charges over alleged torture of American detainees in Venezuelan prisons, CNN reports, citing sources. 🇮🇱🇺🇸 Israel's ambassador to the US Leiter on NYC Mayor Mamdani's October 7 post accusing Israel of "ongoing genocide": "It's actually hard to find a sentence in Mamdani's post that isn't a lie." 🇾🇪🇸🇦 Houthis claim drone and missile strikes on Saudi targets, including Riyadh's King Khalid airport, and say dozens of Saudi troops were killed. Saudi Arabia reports one dead and eight injured at the airport and says it intercepted missiles and drones. The Houthi casualty claim is unverified.
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