Latest / Simply Bitcoin / The Biggest Oil SHOCK In History: $2 Trillion DUMPED Overnight! (Is Bitcoin Safe?) | Simply Originals
Transcript
- 0:00Something just happened in the global economy that could change
- 0:03everything, and almost nobody is talking about it yet.
- 0:08In the last 24 hours, 20 million barrels of oil supply
- 0:13disappeared, $2 trillion was erased from stock futures before
- 0:17markets even opened, Japan's market crashed 6% overnight, and
- 0:23the Kremlin just issued a chilling warning.
- 0:25The end of the world may be upon us.
- 0:28Now that might sound dramatic until you look at the numbers
- 0:32because the world just experienced the largest oil
- 0:35supply shock in human history, 20 million barrels per day gone.
- 0:40To understand how insane that is, the Iranian revolution
- 0:44removed 5.5 million barrels. The Yom Kippur War removed 4.5
- 0:49million. The Gulf War removed 4.3
- 0:52million. The Iran Iraq war removed 4
- 0:55million. The Russia Ukraine invasion
- 0:57removed 2 million. Combined, those five historic
- 1:01crises removed less oil than what just disappeared today.
- 1:06But here's the part that should really make you pause, because
- 1:09while the media is showing you oil prices, they're not showing
- 1:13you this. The United States just deployed
- 1:16E6B nuclear under command aircraft to the Middle East.
- 1:19These are known as doomsday planes.
- 1:22They are designed to survive nuclear war.
- 1:25They're the aircraft that transmit nuclear launch orders
- 1:28to submarines, and there are only 16 of them on Earth.
- 1:32You don't deploy doomsday planes for a routine conflict.
- 1:37You deploy them when the nuclear option might just be on the
- 1:40table. Now, does that mean nuclear war
- 1:43is about to start? No.
- 1:45But it does mean something very serious.
- 1:48The global system just entered a completely new level of risk.
- 1:51And historically, when oil shocks hit the economy like
- 1:55this, the dominoes fall fast, markets crash, central banks
- 1:59panic, and and then comes the only tool they have left, money
- 2:03printing. Massive money printing, the kind
- 2:06that sends inflation through the roof.
- 2:08And there happens to be 1 asset that was created specifically
- 2:12for moments like this, Bitcoin. So today we're breaking down the
- 2:16largest oil supply shock in modern history.
- 2:20Why it could trigger the next global financial crisis and why
- 2:24chaos like this could send Bitcoin into its next major run.
- 2:28Because the biggest crash in history may have just begun, or
- 2:33the biggest Bitcoin bull run ever.
- 2:36We have a massive show today. Prepare for doomsday and hope
- 2:39for Valhalla. This is a short term disruption
- 2:47for the long term. Gain short.
- 2:49Term pain for the long term gain.
- 2:52Short term pain be for long term gain we're.
- 2:53Going to have some short term pain with long term gain.
- 2:57Short term pay for a long term gain.
- 3:00Some short. Term pain, yes, but we've got
- 3:02some long term gain. Short term spike for a long.
- 3:05Term gain some short term pain for American consumers.
- 3:08We may have to deal with that in the short term.
- 3:10Short term. And temporary.
- 3:12Temporary short term pain. It's.
- 3:14Going to suck in. The short term, some short term
- 3:16pain. Yeah, I think you got the
- 3:17picture. It's just like 2 weeks to slow
- 3:20the curve or spread or whatever, but with bombs the world is
- 3:24spinning out of control. Literally the complete opposite
- 3:29of what was promised in this statement.
- 3:32My honest guidance to those young men, and I think their
- 3:35concerns are very legitimate. But if you're worried about the
- 3:38world spinning out of control, if you're worried about a
- 3:41military draft, if you're worried about, God forbid, a
- 3:43World War, the best way to prevent it is to vote for Donald
- 3:46Trump. And I, I really believe that.
- 3:49Speaking of draft, Carolyn Leavitt doesn't rule out a
- 3:53draft. Mothers out there are worried
- 3:56that we're going to have a draft, that they're going to see
- 3:58their sons get in and and daughters get involved in this.
- 4:01What do you want to say about the president's plans for troops
- 4:05on the ground? As we know, it's been largely an
- 4:07air campaign up until now. It has been and it will continue
- 4:13to be. And President Trump wisely does
- 4:15not remove options off of the table.
- 4:18I know a lot of politicians like to do that quickly, but the
- 4:21president, as commander in chief, wants to continue to
- 4:25assess the success of this military operation.
- 4:28It's not part of the current plan right now, but the
- 4:30president again wisely keeps his options on the table.
- 4:33Layoffs worse than the great financial crisis.
- 4:36Gas about to hit 5 bucks. Brink of World War 3 looming
- 4:39recession. Groceries and rent unaffordable.
- 4:42Owning a home no longer possible.
- 4:43Credit card debt at record highs.
- 4:45Everything's a subscription now. AI taking everyone's jobs.
- 4:49Mental health crisis. What even is the point anymore?
- 4:53The wars and spending never end. Just in national debt.
- 4:57On track to rise to 120% of GDP in 2036, per Axios.
- 5:03And here's a headline for you. Iraq has become a battleground
- 5:07for U.S. forces once again. All right, things are getting
- 5:11pretty intense on the geopolitical front and honestly,
- 5:15it's starting to look like doomsday on 2 fronts right now,
- 5:18both military and economic. Let's start with this.
- 5:21The Kremlin just issued a pretty chilling warning saying the end
- 5:25of the world is upon us. That statement came from
- 5:28Vladimir Putin's spokesperson Dmitry Peskov, who says the
- 5:32global system has entered what he calls a perfect storm after
- 5:36massive US and Israeli strikes on Iran.
- 5:39According to the Kremlin, the bigger issue isn't just the war,
- 5:42it's that international law itself has basically collapsed.
- 5:46Peskov even said he doesn't know what has replaced the global
- 5:50rules based order because in his words, it no longer exists.
- 5:55Now, at the same time, Putin has pledged on unwavering support to
- 5:58Iran, backing the country's new supreme leader after the
- 6:02previous one was killed in the strikes.
- 6:04And while the geopolitical tension is exploding, so are the
- 6:08energy markets. Oil just surged past 100 bucks a
- 6:11barrel for the first time in years.
- 6:13The reason? The Strait of Hormuz, the narrow
- 6:16waterway that moves roughly 20% of the world's oil supply, is
- 6:21basically shut down. Iran's Revolutionary Guard is
- 6:24threatening to burn Western oil tankers that attempt to pass
- 6:27through, and right now, hundreds of oil and LNG ships are
- 6:30literally sitting on both sides of the straight waiting to move.
- 6:35Markets felt it immediately. Brent crude spiked nearly 24%,
- 6:39with prices jumping 10% in a single minute and then another
- 6:4310% just minutes after that. That was one of the fastest oil
- 6:47spikes in modern history. The economic fallout is already
- 6:52spreading. European gas prices jumped 30%
- 6:55overnight, and G7 leaders are now holding emergency meetings
- 6:59to discuss releasing strategic oil reserves.
- 7:03EU Commission President Ursula von der Leyen is warning the war
- 7:07is already spilling into Europe, saying rising energy costs,
- 7:10drone attacks, the trade disruptions are starting to hit
- 7:13Western economies. In other words, the conflict is
- 7:16no longer just a regional war. It's quickly turning into a
- 7:19global economic shock, and if the Strait of Hormuz remains
- 7:23closed energy markets, inflation in the global economy could be
- 7:26about to face a massive stress test.
- 7:29Now let's get to the G7, arguably making the biggest
- 7:32mistake in energy market history.
- 7:34You can see just the way that prices reacted over the last
- 7:37four or five hours, right? They opened the early Asian
- 7:40morning. You saw prices surge 25%, oil
- 7:45Brent nearing $120.00. And then there was an FT report
- 7:50just out in the last hour or so saying that G7 members will be
- 7:55meeting later today, early US morning to discuss a potential
- 7:59joint release of the strategic oil reserves.
- 8:01And then prices kind of tapered a bit.
- 8:03You're still above $100 a barrel, which is huge
- 8:06considering where we were just last week, around $70.00 for
- 8:10Brent. But I think that's what the
- 8:12market has been waiting for, right?
- 8:13They, they have been. When, when you hear the US
- 8:16Energy Secretary talking about there's, there's enough oil,
- 8:19it's not so much that, you know, there are, there are some
- 8:22countries that aren't getting the deliveries that they need,
- 8:24especially in South and Southeast Asia.
- 8:26But in terms of oil in reserve and in strategic reserve, that's
- 8:30correct. There is a lot of oil available.
- 8:32It's just whether or not those strategic reserves would be
- 8:34tapped. And we heard last week Japanese
- 8:36refiners were pushing their government to try to go forward
- 8:41with tapping some of their reserves.
- 8:42But this sort of action by governments works best in
- 8:46chorus, which which is why it makes sense that the FT is
- 8:49reporting that going to be discussing this. the US
- 8:51according to the FT is for that plan along with two other G7
- 8:55members. And we'll find out more later as
- 8:57as that comes closer. But, and I think there is worry
- 9:01in the market that there is no end insight for what's happening
- 9:04in the Middle East, the war in Iran.
- 9:07And as long as there is no end insight, the idea that the
- 9:09Strait of Hormuz, which is a vital waterway for 20% of
- 9:13seaborne oil and fuel products, that's going to remain shut and
- 9:17that's going to cause a strain on the markets, prices and
- 9:20consumers. All right, so the G7 is out here
- 9:23trying to calm the oil market by floating reserve releases,
- 9:26tapping stockpiles, basically putting lipstick on the pig.
- 9:30And the market figured that out in about four hours.
- 9:33Oil ripped more than 20% overnight.
- 9:35The reserve headlines hit the wire, and, yeah, prices pulled
- 9:38back a bit, but we're still up 12 to 15%.
- 9:42In other words, traders looked at the math and said Q press
- 9:45conference still, still a disaster.
- 9:47And they're right because the US Strategic Petroleum Reserve
- 9:51sounds big at around 411 million barrels until you realize it
- 9:56used to hold 727 million. And when the US drained 180
- 10:00million barrels in 2022 to fight $90.00 oil, it barely gave
- 10:05consumers about $0.18 per gallon of relief.
- 10:08This crisis is way worse. Back then Russian supply was
- 10:13getting rerouted. Tankers still moved.
- 10:15Alternatively, it existed. Now the Strait of Hormuz, the
- 10:18most important energy choke point on Earth, is effectively
- 10:21frozen, not because of a formal blockade, but because insurers
- 10:25don't want to touch ships going through it.
- 10:28That means reserve releases don't solve the real problem.
- 10:31They do not reopen Hormuz, they do not restore shipping
- 10:35confidence, they do not end the war, and they do not fix a
- 10:38growing supply gap. So this is panic, not strategy.
- 10:42And while politicians try to spin it, the smart money is
- 10:45already moving towards real assets.
- 10:47Gold, silver, Bitcoin. Because arithmetic doesn't care
- 10:51about government messaging. Now here's where it gets uglier.
- 10:55When oil goes up, everything goes up.
- 10:58Gas, food, shipping, construction materials,
- 11:01everything. That means inflation comes
- 11:04roaring back. And if inflation comes back, the
- 11:07Fed might not be able to cut. They may even have to raise
- 11:10rates. Imagine and if rates stay higher
- 11:13for longer, mortgage rates stay pinned, housing affordability
- 11:17gets crushed, layoffs start spreading, and suddenly this
- 11:20starts looking like the same sequence we saw in 2008.
- 11:25Oil shock, inflation, rate pressure, stock sell off,
- 11:28layoffs, housing pain. Except this time the shock is
- 11:31bigger and faster. So yes, we are standing on the
- 11:34edge of something massive right now.
- 11:36And if this keeps escalating, the biggest buying opportunity
- 11:40of our lifetime could be forming.
- 11:42That's right, Bitcoin is on the precipice of something massive
- 11:45as well. There's 23 reasons Valhalla
- 11:48could be upon us. Look at the chart.
- 11:51Our time is nigh. We're about to bring it home.
- 11:53And possibly deport Lindsey Graham, but before we do look at
- 11:57our likes 3 or 4 times, maybe I pump those numbers.
- 12:00Up those are. Rookie numbers in this racket.
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- 12:05reclaim your sovereignty, you're going to want to visit our
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- 13:45States you just wait to see what comes in the next two weeks.
- 13:50The next two weeks meaning what? We're going to blow the hell out
- 13:54of these people. This regime is in a death row
- 13:58now. It is going to be on its knees.
- 14:01It's going to fall. And when it falls, we're going
- 14:04to have peace like no other time.
- 14:06We're going to have prosperity unlike anyone could ever
- 14:09imagine. Peace brings let.
- 14:10Me say something about Senator Graham.
- 14:13I There will be news coming out in the next couple of months
- 14:17about how he has profited financially off of money that
- 14:22came out of Ukraine, laundered through Latvia and made it way
- 14:25into his bank account. And now we're talking
- 14:27significant amounts of money. Department of Justice is looking
- 14:31at it. All right, those are serious
- 14:33allegations leveled by CIA officer, former CIA officer
- 14:37Larry Johnson. We shall see.
- 14:39No one gets more hot and bothered by bombing people than
- 14:44this disgusting lunatic. But wait, there is hope breaking
- 14:48Iranian officials are recommending that President
- 14:51Trump charge Lindsey Graham with high treason for colluding with
- 14:54a foreign country. I agree with them.
- 14:56And according to the comments on X, so do many Americans and some
- 15:01of our allies in the Middle East as well.
- 15:03UAE billionaire Khalafa Hamad Al Habtor just humiliatingly
- 15:09dismissed Senator Lindsey Graham in the most eloquent way
- 15:12possible. Quote, Senator Graham, You may
- 15:15be a senator in the US Senate, but anyone who hears your
- 15:19statements might think you're a member of the Knesset because
- 15:22you defend a foreign country's interests more than you defend
- 15:25the interests of the American people themselves.
- 15:28We will not enter this war to serve the interests of others,
- 15:31nor will we sacrifice our sons in a conflict that could have
- 15:34been avoided through diplomacy and political solutions.
- 15:37We want peace and stability. We will not accept being forced
- 15:41down the path of war, nor will we accept being fuel for others
- 15:45battles. And we are in an era of massive
- 15:48instability and uncertainty, and that is an environment in which
- 15:53Bitcoin is designed to thrive. I would buy a ton of Bitcoin.
- 15:57If Bitcoin gets down around, you know, 50,000 or less.
- 16:01If the market overshoots on the downside, I'm going to pack up
- 16:04the truck for Bitcoin or something like silver, because
- 16:07those are the things that you're going to own in a period of
- 16:10instability, gross instability in a whole lot of different
- 16:12ways, including the economy in the marketplace.
- 16:14So yes, there's a lot of caveats and a lot of ifs and a lot of
- 16:17probabilities. But as those probabilities start
- 16:20to pile up and it looks like more, you know, more concretely,
- 16:23that's where we're going. That's where you really want to
- 16:25be. All the traditional tools that
- 16:28safe haven to get you through unstable periods.
- 16:32I mean, that's cool to hear you talk about Bitcoin in that way
- 16:34because you've you've always been sort of a little skeptical
- 16:37of Bitcoin. Is it just the fact that it's
- 16:39pulled down so much from its highs that you're interested at
- 16:42this point, or have your sort of opinions change on it slightly?
- 16:45No, my problem with Bitcoin it's not really a problem is it's
- 16:48it's understanding what it is and where it's going.
- 16:51Not price, but actual function. Bitcoin is not replacing the US
- 16:55dollar. Bitcoin is like Bitcoin is
- 16:57competing with gold as a safe haven portfolio asset.
- 17:00That's why it's behaves a lot like the NASDAQ.
- 17:02It's it's competing with the stock market or gold.
- 17:05So people look to Bitcoin as potentially a, you know, since
- 17:09it has a relatively small market cap, there's potentially there's
- 17:12more and more people get interested for any reason.
- 17:15Doesn't matter what it is, there's a lot of upside
- 17:17potential from Bitcoin. Even though it doesn't replace
- 17:19the dollar, it doesn't become the next big currency.
- 17:22It can still become a highly appreciative asset, speculative
- 17:26asset or you know, store value asset certainly.
- 17:30So if you get a, if Bitcoin goes down with that, that level of
- 17:32price appreciation, the asymmetry works in your favor
- 17:36because there are so many long run positives to owning Bitcoin.
- 17:38If we see Bitcoin at 20,000, you got to be buying every last
- 17:41thing that you can, every last bet you can get.
- 17:44Why will Bitcoin fix the world? Because wars, corruption,
- 17:47inflation, taxes and poverty all stem from the fact that we don't
- 17:50have sound money. Money that can preserve value.
- 17:54Money that preserves the value of our hard work.
- 17:57That's why we are where we are today.
- 18:01Opt out and the possibility of World War 3 is higher than ever.
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- 18:37No problem. Hope you guys enjoyed this one.
- 18:39Let us know what you think down below and don't forget to like
- 18:41subscribe and give us a pant by sharing the sound money gospel
- 18:44and I'll catch you all next time.
- 18:46Love you guys if you prefer. To go down with the ship.