Andrew W. Gilliland
Crypto/investing commentator who posts timeline/odds commentary on crypto ETF approvals and related ETF market structure notes.
Trump Flips on Iran War in 90 Minutes
President Trump today: 3:43 PM ET: "I don't want to do a ceasefire with Iran." 5:13 PM ET: The US is "considering winding down" the war with Iran. What changed over those 90 minutes?
President’s Contradictory War Narrative Defies Logic
So to summarize The President says we won the war, are winning the war, will win the war if other countries help but that we also need no help to win the war that we already won. You also can’t call...
Predictors Flip: From $250k to $30k, Unchanged
Everyone that missed the top of the BTC cycle telling you why it’s going to 250k are now telling you why BTC is going to 30k Never change
Tomorrow's FOMC Meeting: Most Critical Decision Yet
Tomorrow will be the most imporant FOMC meeting of our lives Until the next one
Trump Urges Allies to Open Strait of Hormuz
Trump started a war most of the world was against, and now asks China, the UK, France, Japan and South Korea to send warships to open the Strait of Hormuz Brutal 😂
US Oil Prices Spike Above $99, Market Control Falters
US oil prices surge above $99/barrel, now up nearly +10% on the week. Once again, the US appears to be losing control of the oil market.
USDC Mint Surge on Solana Signals Settlement Shift
Circle minted $3.5b USDC on Solana in 72 hours. not Ethereum. not Arbitrum. Not XRP. Solana. same week USDC hit $79b ATH supply and flipped USDT in transaction volume at 98.6% dominance. Circle is telling you where the settlement layer...
US Oil Prices Jump 70% Since December,
US oil prices extend gains to rise above $94/barrel, now up +70% since December 2025.
Oil Swings $21 in Two Hours—Unprecedented Volatility
Absolute insanity: In just 2 hours, oil prices have now fallen -$10/barrel and risen +$11/barrel, with prices now nearing $90/barrel again. This is unprecedented volatility.
US Oil Slides Below $80 as War Risk Fades
US oil prices fall over -16% on the day and officially drop below $80/barrel. Geopolitical risk premiums are being rapidly priced-out. The oil market says the war is ending.
Strait of Hormuz Shutdown Sparks Worst Energy Crisis Since 1970s
Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s Who’s to blame for this?
Precious Metals Drop Signals Upcoming Money Flow Shift
Precious metals are down today. This means a generational shift in the money flow. With all the war talk the money usually moves first and then we see the news. This is 100% signaling something: