🚨US Bitcoin ETFs bought 18,644 BTC last week, nearly 6x more than 3,150 BTC produced by miners in the same week.

@bullcase

Trump: I'm a big fan of crypto because I want to keep it away from China

@bullcase

PumpFun surpasses Ethereum capturing $294 million in fees so far this year. In addition, PumpFun's weekly fee capture level has also surpassed Ethereum for the 9th consecutive week -source

@bullcase

Trump orders 100% tariff on Bollywood and other foreign films, calls them security threat.

@bullcase

BTC.D has reached major resistance, while ETHBTC is at key support. Your conviction is about to be rewarded.

@bullcase

🚨Bloomberg's James Seyffart: Canary Fund Litecoin ETF filing is due for a decision (possibly a delay) by Monday 5/5. SEC went early & delayed a bunch of filings but not this. If any asset has a chance of early approval it's Litecoin.

@bullcase

Corporations have fallen for the macro FUD and aren't investing at the moment. As soon as tariff uncertainties are resolved, there will be a massive catch-up effect.

@bullcase

Tether CEO Paolo Ardoino has announced Tether AI, a fully open-source AI runtime designed to run on any hardware or device, requiring no API keys and having no central point of failure. It is fully modular and composable. Notably, the AI runtime will integrate WDK (presumably Tether’s developer kit) to support payments using USDT and Bitcoin. -announcement

@bullcase

Taiwan office of trade negotiations: tariff talks with US Last week did not discuss exchange rate, did not include Taiwan's central bank.

@bullcase

Today so far pre-bell:
📉S&P 500 & Nasdaq 100 futures down 0.7% after a 9-day rally streak.
💵USD weakens as Japan hints at using US Treasuries as leverage in trade talks.
🛢Oil plunges 5% to $55.81 on rising Middle East supply & demand fears.

@bullcase

Sentiment and positioning remain ultrabearish on the dollar.

@bullcase

Moody's Ratings: We assume flare-ups will occur periodically between India, Pakistan but they will not lead to an outright, broad-based military conflict.

@bullcase

Eurozone investor sentiment stabilizing following last month's shock over US tariff policy. Economic expectations are rebounding, with signs of recovery in both current conditions and outlook.

@bullcase

🚨PBOC's Pan: We call on regional countries together to deal with tariffs. Global economic uncertainties are rising.

@bullcase

Taiwan central bank: US did not ask Taiwan dollar to appreciate [Sure, sure.]

@bullcase

Spot gold up 1%

@bullcase

🚨PBOC Governor Pan chairs ASEAN+3 finance ministers and central bank governors' meeting. Pan urges regional unity against US tariff impact, outlines China’s macro policy response.

@bullcase

🚨ASEAN+3 agree to launch rapid financing tool under CMIM, funded in RMB and other freely usable currencies

@bullcase

🚨ASEAN+3's CMIM unveils $240 billion USD financial safety net

@bullcase

Goldman Sachs: 'We reiterate our structural bullish gold view with a base case of $3,700/toz by year-end and of $4,000 by mid-2026. In extreme tail scenarios where market focus on risks of Fed subordination or of changes in US reserve policy was to grow, estimate gold could plausibly trade near $4,500/toz by end-2025. [Thank you for confirming gold has topped, GS.]

@bullcase

Spot gold up nearly 2% intraday to $3,300/oz for first time since Apr 30.

@bullcase