Bull Case
๐จSCOTUS WILL SMACK DOWN TRUMP'S TARIFFS AND EVERYTHING WILL PUMP (exclusive analysis by @bullcase) In April, we stated tariffs would trigger the biggest bull market crypto has ever seen. In a series of posts, we explained tariffs would lead to global inflationโฆ
ICYMI: SCOTUS has agreed to fast-track Trump's tariff appeal, with a hearing scheduled for the first week of November.
*The ruling could take several months and will likely not come in time to impact the current bull market. Until then, existing tariffs remain in effect.
[Global inflation will keep accelerating and stablecoins will facilitate massive flows into crypto as inflation hedge. BTFD!]
*The ruling could take several months and will likely not come in time to impact the current bull market. Until then, existing tariffs remain in effect.
[Global inflation will keep accelerating and stablecoins will facilitate massive flows into crypto as inflation hedge. BTFD!]
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Bull Case
ICYMI: SCOTUS has agreed to fast-track Trump's tariff appeal, with a hearing scheduled for the first week of November. *The ruling could take several months and will likely not come in time to impact the current bull market. Until then, existing tariffs remainโฆ
๐จMetaPlanet to raise another ยฅ212.9B ($1.4B) to buy Bitcoin and hedge against the trade war debasement of the Yen and the USD.
[Wait until zombies around the world start buying ETH for revenue, BTFD!]
[Wait until zombies around the world start buying ETH for revenue, BTFD!]
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Bull Case
ICYMI: SCOTUS has agreed to fast-track Trump's tariff appeal, with a hearing scheduled for the first week of November. *The ruling could take several months and will likely not come in time to impact the current bull market. Until then, existing tariffs remainโฆ
๐จIndia holds back on full crypto framework as gov fears regulation would give legitimacy and make crypto "systemic".
*RBI: regulation wonโt really contain the risks
*Ban seen as ineffective vs. P2P/DEXs
*Taxes, limited oversight to remain to deter speculative use
India has realized the best strategy is not to fight, but to lay low. There will be massive, inevitable flows into crypto as result of tariffs. Trying to stop them with regulations will only accelerate escape velocity.
[Inflation hedge trade about to go global, BTFD before everything blows up!]
*RBI: regulation wonโt really contain the risks
*Ban seen as ineffective vs. P2P/DEXs
*Taxes, limited oversight to remain to deter speculative use
India has realized the best strategy is not to fight, but to lay low. There will be massive, inevitable flows into crypto as result of tariffs. Trying to stop them with regulations will only accelerate escape velocity.
[Inflation hedge trade about to go global, BTFD before everything blows up!]
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Bull Case
WH Economic Adviser Miran: We don't see higher consumer prices over extended time.
๐จStephen Miran's nomination for a position on the Federal Reserve Board of Governors was advanced by the Senate Banking Committee with a vote of 13-11.
[Fed independence risk is bullish crypto, BTFD!]
[Fed independence risk is bullish crypto, BTFD!]
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Bull Case
๐จWHY 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 officialโฆ
๐จAlabama senator warns GENIUS Act's loophole could trigger $6.6T deposit outflow from small banks. Incentives to withdraw funds or close accounts at small community banks in the state would decrease their ability to offer loans.
[A lot of liquidity is about to flood crypto through stablecoins thanks to GENIUS and there is nothing anyone can do to stop it. BTFD and borrow on Aave if you must!]
[A lot of liquidity is about to flood crypto through stablecoins thanks to GENIUS and there is nothing anyone can do to stop it. BTFD and borrow on Aave if you must!]
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๐จFollowing today's mostly in-line CPI report, BoA & Goldman updated their PCE estimates.
*BoA: August core PCE at 0.23% m/m, down 4bp from initial 0.27% estimate. y/y at 2.9%.
*Goldman: August core PCE +0.20% m/m (down 10bp from initial 0.30% estimate prior to today's CPI report). Y/y at +2.92%.
Numbers don't lie, there is not much for the FOMC to fret about when it comes to inflation.
[Jet fuel incoming, BTFD!]
*BoA: August core PCE at 0.23% m/m, down 4bp from initial 0.27% estimate. y/y at 2.9%.
*Goldman: August core PCE +0.20% m/m (down 10bp from initial 0.30% estimate prior to today's CPI report). Y/y at +2.92%.
Numbers don't lie, there is not much for the FOMC to fret about when it comes to inflation.
[Jet fuel incoming, BTFD!]
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๐จAccording to the 2025 Goldman Sachs Family Office Investment Insights report, the percentage of family offices invested in cryptocurrencies has increased from 26% in 2023 to 33% in 2025. Actual allocations remain small, grouped within the โOtherโ category.
[GENIUS fixes this, BTFD before family offices start bidding!]
[GENIUS fixes this, BTFD before family offices start bidding!]
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Bull Case
๐จWRESBAL (the reserve balances of commercial banks held at the Fed) dropped another $43B this week, to $3,181B. This brings total outflows from the Federal Reserve to $217B since July 16, when CPI came in hot and, as BofA noted, provided ample evidence thatโฆ
๐จWRESBAL (the reserve balances of commercial banks held at the Fed) dropped another $21B this week, to $3,160B.
WRESBAL outflows will accelerate when the Fed starts cutting rates next week.
[$3tn are about to flood markets and go risk on, BTFD!]
WRESBAL outflows will accelerate when the Fed starts cutting rates next week.
[$3tn are about to flood markets and go risk on, BTFD!]
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Bull Case
๐จUS bankruptcies hit decade high recession levels in 2025, driven by poor corporate liquidity, inflation and tariffs. Industrials and Consumer Discretionary (non-essential goods and services) led filings through June. -S&P Market intelligence
๐จTricolor Holdings files for bankruptcy in Texas. Tricolorโs bonds were rated AAA 2 months ago by Kroll Bond Rating Agency (July โ25). Today they plunged par to 78ยข, with lower tranches to 12ยข.
[The Fed will have to cut more than you think, BTFD before crypto explodes!]
[The Fed will have to cut more than you think, BTFD before crypto explodes!]
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Bull Case
๐จWRESBAL (the reserve balances of commercial banks held at the Fed) dropped another $21B this week, to $3,160B. WRESBAL outflows will accelerate when the Fed starts cutting rates next week. [$3tn are about to flood markets and go risk on, BTFD!]
๐จGoldman: Major central banks are cutting rates from their cycle peak, but yields are still rising.
This is what happens when you cut rates with high inflation, the liquidity freed up from Central Banks doesn't go to buy Treasuries but flows into gold, bitcoin and riskier assets down the risk curve to hedge against inflation.
[The inflation hedge trade is about to send crypto ballistic, BTFD before everything blows up!]
This is what happens when you cut rates with high inflation, the liquidity freed up from Central Banks doesn't go to buy Treasuries but flows into gold, bitcoin and riskier assets down the risk curve to hedge against inflation.
[The inflation hedge trade is about to send crypto ballistic, BTFD before everything blows up!]
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Bull Case
Altseason Index is at 20. Historically, levels this low have signaled strong buying opportunities for altcoins.
๐จAltseason Index: 78.
Days above 75 (current streak): 2 days
Average alt season streak: 17 days
Longest alt season streak: 117 days
[Alt season has just begun, BTFD before everything moons!]
Days above 75 (current streak): 2 days
Average alt season streak: 17 days
Longest alt season streak: 117 days
[Alt season has just begun, BTFD before everything moons!]
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Bull Case
๐จWHY 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 officialโฆ
๐จTether launches GENIUS compliant USAโฎ stablecoin project, names former Trump crypto adviser Bo Hines as CEO
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Bull Case
๐จGoldman: Major central banks are cutting rates from their cycle peak, but yields are still rising. This is what happens when you cut rates with high inflation, the liquidity freed up from Central Banks doesn't go to buy Treasuries but flows into gold, bitcoinโฆ
๐จFitch downgrades France's "AA-" rating to "A+" citing political instability.
[This adds more fuel to the inflation hedge trade. Load up spot before big money floods crypto!]
[This adds more fuel to the inflation hedge trade. Load up spot before big money floods crypto!]
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