"Interest next year will consume not 115 but 130, 140 billion zlotys. There will be nothing left to pay for benefits, defense, or investments without deep changes. "

"Democrats need ethics language to provide the seven crossover votes. Trump will veto any bill that contains ethics language. The bill cannot pass without it, and it likely cannot pass with it. "

"Annually, Japan could become insolvent at 2% rates. "

"However, if we conclude that the exchange might not get a MIKA license anyway, then what about July 1st? We have to settle with clients because we are closing down, we have no legal basis to continue operations. And now, we previously had loans in 2024 that were not fully returned. In 2025, we don't know how it was because we don't have an audit, we don't have reports for 2025, and we probably won't have them, so we don't know how it was. But one could suspect it was only worse. Therefore, we conclude that, okay, we were missing 100 million euros here, so what if the manager is missing 100 million or 500 million, if I just pack it all up and go somewhere unknown, or they won't find me anyway. So, it's possible that we are unfortunately going down the worst path, that the company knew it wouldn't get the license and was heading for a regulatory wall, where it would have to settle with clients anyway, and since it had borrowed earlier and wouldn't be able to return it, client obligations would not be fully settled anyway. So, whether I owe someone 100 million, or... "

"Optimistic scenario. Trump makes a deal with Iran. Ormus returns to normal. Jet fuel drops to $120 per barrel in summer. Bydgoszcz regains Frankfurt in the fourth quarter, and the pessimistic scenario: war escalates, Russia continues to scheme. European reserves fall below 23 days. physical shortages at airports, rationing, ban on short-haul flights, and with this scenario, a full recession in the aviation industry. "

"If the OECD's projections prove accurate, well, the Federal Reserve is sitting dangerously behind the curve and will be forced into emergency policy reversals and the broader market is already pricing in this exact scenario. "

"Furthermore, from low orbit, nuclear pulse engines are the most probable, relying on nuclear impulses simply pushing the ship, where small charges are ejected, they explode and push the ship. And then we will fly to Mars in, for example, 14 days. "

"By April 19, the world loses 4.5 to 5 million barrels per day. But if Hormuz does not open for good in mid-April, this number will double. This would be the largest loss of oil supply in history. "

"Goldman Sachs raised brand forecasts to an average of $110/barrel in March and April with significant upside risk. If Ormus remains closed for 10 weeks, prices can beat the 2008 record of $147/barrel. "

"The Federal Reserve faces a tragic choice. Either allow a great recession, or print its way out of debt and sacrifice the value of the dollar. In both scenarios, gold wins and that's why they are buying. "

"If these retirement plans allocate just 1% of their capital to Bitcoin, well, that represents roughly $139 billion in brand new automated buying pressure. To put that number into perspective, $139 billion is more than three times the cumulative net inflows of every single spot Bitcoin ETF launched in 2024 combined. So a capital injection of that magnitude would fundamentally rewrite the assets market cap. "

"Goldman Sachs raised forecasts. Prices averaged $110 in March and April with a risk of significantly higher. If Hormuz remains closed for 10 weeks, prices could beat the 2008 record of $147 per barrel. "

"Bloomberg models a scenario in which oil reaches $170 per barrel, and then we have full stagflation in the Eurozone, which is the worst thing that can actually happen in the economy. Inflation up by 2 percentage points, GDP down by 1.2. And the Revolutionary Guard openly threatens that the price will reach $200. "