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Oil has crept to $55, maybe $56, the lowest it has dared crawl in nearly a decade, and no one’s screaming yet. That’s the trick of it. It doesn’t need to crash. It only needs to breathe slowly and steadily in the dark, to take its time like an old assassin in a silk robe. This isn’t a hammer—it’s a scalpel. Not the kind you see coming, but the kind slipped quietly between your legs, under the belly, through soft flesh and into the femoral artery. You’ll smile. You’ll nod. You’ll call it a market fluctuation. And by the time you feel the warmth at your thighs, you’ll already be pale. Already dying.
The Saudis are not stupid. They don’t yell. They don’t chase. They wait. They set the table and pour the wine while the rest of the world gorges on borrowed confidence. And now they’ve set the price—not low enough to trigger panic, just low enough to unmake the myth. $55 oil is not a drop, it’s a diagnosis. This is how you end a thing without a war. Let them bleed out in quarterly reports. Let shale eat itself alive. No headlines, no bombs, just gravity and time.
The American oil dream—shale, fracking, sweet light crude wrapped in the flag and sealed with debt—it begins to unspool. The bankruptcies won’t come tomorrow, but they’re already rehearsing. Bond yields will twitch. High-yield debt will groan under the weight of geology and lies. And it won’t stop in Texas. The recession won’t knock politely at Saudi gates. No, it’s headed for Des Moines, Detroit, and Denver. For the places that believed energy independence was a fact, not a fantasy. The Kingdom will keep its budget. America will lose its illusion.
And if you think this is just about oil, think again. In a liquidity crisis, everything burns. Bitcoin, BTC, all of it—cut at the knees by fear and leverage and the sudden realisation that recessions don’t care about your narratives. They care about cash. They care about who can breathe underwater when the tide rips out. The Saudis have air tanks. America has slogans.
The blade is already in. You just haven’t noticed the bleeding. Not yet. But you will.
CSW
May 3, 2025
https://metanet-icu.slack.com/archives/C5131HKFX/p1746252128161809
BY CSW - Slack Channel
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