Bull Case
The inflation hedge signal (pictured in our post from 23 July) should trigger next week when June's core PCE officially crosses over the Financial Conditions Index (assuming projections are correct). Because Trump has successfully cornered the Fed, supported…
🚨June JOLTs data reveals a frozen and weakening labor market with the hiring rate close to Covid lows.
🔴Jobs differential (the share of respondents who say jobs are plentiful less those who say they're hard to get) has reached its worst level since 2017
[Weak labour and housing markets with a surge in corporate bankruptcies mean the Fed can't hike any time soon, even with tariff inflation. BTFD!]
🔴Jobs differential (the share of respondents who say jobs are plentiful less those who say they're hard to get) has reached its worst level since 2017
[Weak labour and housing markets with a surge in corporate bankruptcies mean the Fed can't hike any time soon, even with tariff inflation. BTFD!]
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Bull Case
🚨WHY AUGUST IS SHAPING UP TO BE THE CRYPTO MELT-UP MONTH (exclusive analysis by @bullcase) The strong ETF flows are just a small taste of what's coming. The rotation from stocks into crypto is about to get more decisive. 1️⃣Goldman's high-vs-low short interest…
🚨Sharplink Gaming has announced that it sold $279M worth of stock last week to fund its purchase of 77,209 ETH. This has raised Sharplink's total ETH holdings to 438,190 ETH, of which 722 were earned through staking rewards since June 2. [The rotation from stocks into crypto is just beginning, BTFD before it's too late!]
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ICYMI:
🟢🟢July 29 - Mill City Ventures III, Ltd. (MCVT) announced the sale of 83,025,830 shares of common stock at $5.42 per share to acquire $450M worth of SUI
🟢🟢July 28 - CEA Industries Inc. announced it's selling $500M worth of stock to buy BNB, with an additional $750m to be bought through warrants (if exercised)
🟢July 24 - ARK Invest sold $100m in combined COIN and HOOD stock to buy $175M worth of stock in Eth Treasury company Bitmine Immersion Technologies (BMNR).
The rotation from stocks to crypto isn't even that stealth anymore. Seasonality favors it too, we're entering the weakest 3-month stretch for stocks starting this week (the dot marks today).
BTFD! @bullcase
🟢🟢July 29 - Mill City Ventures III, Ltd. (MCVT) announced the sale of 83,025,830 shares of common stock at $5.42 per share to acquire $450M worth of SUI
🟢🟢July 28 - CEA Industries Inc. announced it's selling $500M worth of stock to buy BNB, with an additional $750m to be bought through warrants (if exercised)
🟢July 24 - ARK Invest sold $100m in combined COIN and HOOD stock to buy $175M worth of stock in Eth Treasury company Bitmine Immersion Technologies (BMNR).
The rotation from stocks to crypto isn't even that stealth anymore. Seasonality favors it too, we're entering the weakest 3-month stretch for stocks starting this week (the dot marks today).
BTFD! @bullcase
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Bull Case
🚨WHY STABLECOIN ISSUERS HAVE EFFECTIVELY BECOME SIFIs (exclusive analysis by @bullcase) The GENIUS act makes holding a regulated stablecoin safer than keeping dollars in a bank through the following provisions: 1) Requires stablecoin issuers to hold an official…
ECB: Stablecoins let the US export its currency without banks. Digital dollar dominance could raise EU borrowing costs and erode policy autonomy.
[Thank you ECB for confirming what we explained in our GENIUS Act post 4 days ago. Stablecoins are becoming systemically important and are overtaking traditional banks. Buy the crypto dip!]
[Thank you ECB for confirming what we explained in our GENIUS Act post 4 days ago. Stablecoins are becoming systemically important and are overtaking traditional banks. Buy the crypto dip!]
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Bull Case
GDP=C+I+G+(X−M), C is Consumption, I is Investment, G is Government Spending, X is Exports, and M is Imports, imports (M) are subtracted. High imports, lower nominal GDP, macro FUD. BTFD and ignore macro FUD. @bullcase
GDP came in above expectations, largely due to a drop in imports, as many were front loaded last quarter ahead of the tariffs.
But final sales to private domestic purchasers, which combines personal consumption and spending by businesses (C+I in the GDP formula and a clean signal of economic strength), came in the lowest since Q4 2022.
The Fed can't be anything but dovish today. [Buy the crypto dip, the inflation hedge trade is on!]
But final sales to private domestic purchasers, which combines personal consumption and spending by businesses (C+I in the GDP formula and a clean signal of economic strength), came in the lowest since Q4 2022.
The Fed can't be anything but dovish today. [Buy the crypto dip, the inflation hedge trade is on!]
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Bull Case
GDP came in above expectations, largely due to a drop in imports, as many were front loaded last quarter ahead of the tariffs. But final sales to private domestic purchasers, which combines personal consumption and spending by businesses (C+I in the GDP…
🚨Fed leaves rates unchanged but the statement has taken a dovish turn [Buy the crypto dip!]
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Bull Case
WHY NO CUT IN SEPTEMBER IS BULLISH THANKS TO FED INDEPENDENCE RISK (exclusive analysis by @bullcase) Truflation, TIPS, Core CPI have been ticking higher which means we don't have to wait for September, the rate cut is happening as we speak (real rates are…
🚨Sell off everywhere after Powell seems to have torched hopes of a September cut. [Buy the crypto dip, no cut is bullish. This knee jerk reaction will get reversed]
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🚨The TAM model shows #bitcoin is trading near the floor of its fair value range, with current price reflecting just 1% market penetration.
Coinshares has released a report to calculate Bitcoin fair value should it capture the maximum market value available. According to this model the global monetary assets that Bitcoin aims to capture are 4:
1. Global broad money* ($127.3T)
2. Corporate treasury assets* ($39.9T)
3. Central Bank FX reserves* ($15.5T)
4. Gold ($23.9T)
The model estimates the lower bound of Bitcoin's fair value at $104K, if it were to capture 1% of the total value pool in each category on average. The fair value increases by $100K for every additional percentage point captured on average. The upper bound scenario, assuming a 50% average capture, yields a projected valuation of $5.2M per BTC.
[The inflation hedge trade turns Bitcoin into a sponge for M2, central bank reserves, and corporate treasuries. BTFD!]
Coinshares has released a report to calculate Bitcoin fair value should it capture the maximum market value available. According to this model the global monetary assets that Bitcoin aims to capture are 4:
1. Global broad money* ($127.3T)
2. Corporate treasury assets* ($39.9T)
3. Central Bank FX reserves* ($15.5T)
4. Gold ($23.9T)
The model estimates the lower bound of Bitcoin's fair value at $104K, if it were to capture 1% of the total value pool in each category on average. The fair value increases by $100K for every additional percentage point captured on average. The upper bound scenario, assuming a 50% average capture, yields a projected valuation of $5.2M per BTC.
[The inflation hedge trade turns Bitcoin into a sponge for M2, central bank reserves, and corporate treasuries. BTFD!]
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Bull Case
ICYMI: 🟢🟢July 29 - Mill City Ventures III, Ltd. (MCVT) announced the sale of 83,025,830 shares of common stock at $5.42 per share to acquire $450M worth of SUI 🟢🟢July 28 - CEA Industries Inc. announced it's selling $500M worth of stock to buy BNB, with an…
🚨ETH treasuries have just officially surpassed $10 BILLION across 64 entities after more than tripling in July! Over half of these reserves are concentrated within the top 3 holders: Bitmine, Sharplink, and The Ether Machine. [Rotation from stocks into crypto underway. Slowly first, then all at once. BTFD!]
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Bull Case
🚨WHY PCE WILL COME IN HOT AND CRYPTO WILL PUMP (exclusive analysis by @bullcase) June's core PCE will be reported on July 31. ➡️ BoA just revised its core PCE estimate upward yesterday: we are tracking core PCE to rise by 0.3% m/m (0.31% unrounded) in…
🚨Core PCE #inflation rises to 2.8%, above expectations of 2.7%. [Send everything to Mars]
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Bull Case
ICYMI: 🟢🟢July 29 - Mill City Ventures III, Ltd. (MCVT) announced the sale of 83,025,830 shares of common stock at $5.42 per share to acquire $450M worth of SUI 🟢🟢July 28 - CEA Industries Inc. announced it's selling $500M worth of stock to buy BNB, with an…
🚨August has marked the bullish pivot for #TOTAL2 in post-halving years 2017 and 2021. This is in stark contrast to equities where seasonality favors bears. [The big rotation from stocks to crypto is upon us. BTFD before it's too late!]
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Bitcoin/Ethereum Spot ETF Flows: 31 July 2025
🔴Bitcoin ETFs: $114.8M net outflows
🟢Ethereum ETFs: $17M net inflows
[20 straight days of net inflows for Eth. BTFD!]
🔴Bitcoin ETFs: $114.8M net outflows
🟢Ethereum ETFs: $17M net inflows
[20 straight days of net inflows for Eth. BTFD!]
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Bull Case
🚨The MOVE Index continues to make new lows (83 today). As noted ten days ago (86), this index has historically served as a reliable early indicator of shifts in Federal Reserve rhetoric. Its current trend suggests that despite tariff inflation, the Fed…
🚨The MOVE Index continues to make new lows closing July at 79,85.
Reversals in this index have historically served as a reliable signal of shifts in Federal Reserve rhetoric.
Its current direction signals that despite inflation, the Fed will get even more dovish before turning hawkish. [High inflation with a dovish Fed is a dream scenario for the bulls, BTFD!]
Reversals in this index have historically served as a reliable signal of shifts in Federal Reserve rhetoric.
Its current direction signals that despite inflation, the Fed will get even more dovish before turning hawkish. [High inflation with a dovish Fed is a dream scenario for the bulls, BTFD!]
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