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![LordPos3idon Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::955408993857531904.png) LordPos3idon [@LordPos3idon](/creator/twitter/LordPos3idon) on x XXX followers
Created: 2025-07-16 22:17:09 UTC

$WTI $BRENT $SPX $NQ $BTC

It’s slowly starting again. Prepare for phase two. Been talking about the risk to oil to upside after fading Strait of Hormuz closure in June. How the Middle East drama reactivating can foment a hit to bond yields in the short term (still in the deflation camp, still think upside potential in  $TLT is an incredible long till end of year), along with stocks selling off. Either we begin to unclench after OPEX or Middle East trouble reigniting will lead to momo meltdown. Don’t chase the rallies here, a big buy the dip opportunity coming.

![](https://pbs.twimg.com/tweet_video_thumb/GwAwxZMXUAAM4WK.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945608670361878840/c:line.svg)

**Related Topics**
[spx](/topic/spx)
[oman](/topic/oman)
[iran](/topic/iran)
[stocks](/topic/stocks)
[$tlt](/topic/$tlt)
[deflation](/topic/deflation)
[fixed income](/topic/fixed-income)
[middle east](/topic/middle-east)

[Post Link](https://x.com/LordPos3idon/status/1945608670361878840)