Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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๐ŸšจTrump: America can no longer subsidize Canada.
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Arizona's Bitcoin and crypto reserve bills are scheduled for a Third Reading today before a final vote.
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๐ŸšจPakistan defence minister says military incursion by India is imminent. -Reuters
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Bessent: They've given us a list of what comes from the US that's valuable to [China]. I have an escalation ladder in my back pocket, and we're very anxious not to have to use it
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US 10Y yields moving down (white), Bund 10Y yields moving up (orange) and DXY ticking up (blue). Money already flowing back into US Treasuries.
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๐Ÿ‡จ๐Ÿ‡ฆ Election Day in Canada, Kalshi has Mark Carney at 81%.
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๐ŸšจUS Treasury expects to borrow $514 billion in second quarter -PR [=$500bn more USDT, USDC to be printed]
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US dollar to face growing competition for stablecoin dominance -Tether co-founder Reeve Collins
Reeve Collins: Stablecoins help maintain the dollar's dominance in crypto, but new backing options are emerging
US Bitcoin spot ETF experienced a net inflow of $591.29 million on 28 Apr 2025
US Ethereum spot ETF experienced a net inflow of $64.12 million on 28 Apr 2025
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Julius Baer: China's economic growth is expected to face challenges in the coming quarters due to escalating trade tensions making it difficult to sustain the current growth rate. Stronger policy support is expected to partially offset the negative impact of external shocks [Xi is ready to fire more money cannons to prove the haters wrong]
๐ŸšจStablecoins hit new ATH, market cap at 239.9bn
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ETF investors start shedding gold [flows confirming rotation into crypto ETFs has started]
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S&P Global Inc: Expects to execute additional accelerated share repurchases totaling $650 million in coming weeks
India prepared to offer US 'forward most-favoured-nation' clause as sweetener in trade talks -source
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HSBC cuts S&P 500 index's 2025 year-end target to 5,600 from 6,700
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๐ŸšจIn the past few minutes, heavy armed clashes have been reported between Pakistani and Indian forces across the Line of Control (LoC) in the disputed Kashmir region.
WH: Amazon's plan to show the extra cost of goods due to tariffs is a "hostile act". Amazon has partnered with a Chinese propaganda arm. This is another reason Americans should buy American.
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Citi CEO Jane Fraser: the world is on the cusp of "deep structural change" [she means stablecoin fueled shift toward hyperdollarization]
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Bull Case pinned ยซCiti CEO Jane Fraser: the world is on the cusp of "deep structural change" [she means stablecoin fueled shift toward hyperdollarization]ยป