Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨ETH ETF HOLDERS ARE SHOWING DIAMOND HANDS
Eth down 50% since October, cumulative flows down barely 14%.
Institutions keep holding ETH because they know the playbook for this year is to run it hot. BTFD!
Eth down 50% since October, cumulative flows down barely 14%.
Institutions keep holding ETH because they know the playbook for this year is to run it hot. BTFD!
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Bull Case
🚨WHY IRAN OPERATION MAX PRESSURE 2.0 CONFIRMS OUR CRYPTO BULL CASE 2026 Trump just said that a regime change in Iran would be "the best thing that could happen", while sending another aircraft carrier to the region. The Maximum Pressure 2.0 campaign is officially…
🚨TRUMP ON IRAN: WE HAVE TO MAKE A MEANINGFUL DEAL; OTHERWISE, BAD THINGS HAPPEN
[The TACO trade is back, BTFD!]
[The TACO trade is back, BTFD!]
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Bull Case
🚨SCOTUS 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 inflation…
🚨TRUMP’S GLOBAL TARIFFS STRUCK DOWN BY US SUPREME COURT
We called this in September.
[BTFD before everything sends!]
We called this in September.
[BTFD before everything sends!]
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Bull Case
🚨WHY IRAN OPERATION MAX PRESSURE 2.0 CONFIRMS OUR CRYPTO BULL CASE 2026 Trump just said that a regime change in Iran would be "the best thing that could happen", while sending another aircraft carrier to the region. The Maximum Pressure 2.0 campaign is officially…
🚨OPERATION MAX PRESSURE 2.0: UNLIKE THE INVASION FOOTPRINTS OF 1991 AND 2003, TODAY'S NAVAL BUILDUP PROJECTS DETERRENCE, NOT WAR.
[The TACO trade is back, BTFD before everything rips!]
[The TACO trade is back, BTFD before everything rips!]
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🚨ICYMI: IT'S TACO TUESDAY 🌮
*Israeli intelligence assessment (via FT): Even with USS Gerald R. Ford arriving, US forward-deployed munitions limit intense airstrikes on Iran to just 4-5 days
*Ex-CIA agent John Kiriakou: VP JD Vance and Tulsi Gabbard lead the anti-war bloc within the Trump admin
*Trump denies reports that General Dan Caine warned against military action on Iran, calling them fake news. Trump says Caine prefers peace but would lead any strike if ordered and claims any conflict would be easily won.
*WSJ reports USS Gerald R. Ford's vacuum sewage system (650 toilets) averages ~1 maintenance call/day from clogs/backups amid 8+ month deployment in Middle East
[BTFD before everything rips!]
*Israeli intelligence assessment (via FT): Even with USS Gerald R. Ford arriving, US forward-deployed munitions limit intense airstrikes on Iran to just 4-5 days
*Ex-CIA agent John Kiriakou: VP JD Vance and Tulsi Gabbard lead the anti-war bloc within the Trump admin
*Trump denies reports that General Dan Caine warned against military action on Iran, calling them fake news. Trump says Caine prefers peace but would lead any strike if ordered and claims any conflict would be easily won.
*WSJ reports USS Gerald R. Ford's vacuum sewage system (650 toilets) averages ~1 maintenance call/day from clogs/backups amid 8+ month deployment in Middle East
[BTFD before everything rips!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨BITCOIN IS NEARING ATH OVERSOLD TERRITORY
They had to send an entire armada to the Middle East to make retail sell their coins out of fear.
[BTFD before everything sends!]
They had to send an entire armada to the Middle East to make retail sell their coins out of fear.
[BTFD before everything sends!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨NYT: WASHINGTON INCREASINGLY VIEWS A TAIWAN BLOCKADE IN 2027 AS MORE PLAUSIBLE THAN MARKETS ARE PRICING IN
*Both Joe Biden and Donald Trump have treated a potential Chinese move on Taiwan as a risk within 2027
*Biden offered financial grants worth billions to improve the domestic production of chips
*Trump threatened billions in tariffs to essentially accomplish the same thing
*Xi Jinping "breathes heavy" when Taiwan is mentioned
*Mr Lutnick wants 40% of Taiwan's semiconductor manufacturing in the US.
-sauce
[They will run it hot in 2026 before tightening everything in 2027. BTFD!]
*Both Joe Biden and Donald Trump have treated a potential Chinese move on Taiwan as a risk within 2027
*Biden offered financial grants worth billions to improve the domestic production of chips
*Trump threatened billions in tariffs to essentially accomplish the same thing
*Xi Jinping "breathes heavy" when Taiwan is mentioned
*Mr Lutnick wants 40% of Taiwan's semiconductor manufacturing in the US.
-sauce
[They will run it hot in 2026 before tightening everything in 2027. BTFD!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨FEBRUARY 2026 13F FILINGS: JANE STREET, SUSQUEHANNA, BLACKROCK, GOLDMAN ARE POSITIONED FOR THE 2026 REFLATION TRADE
If they didn't believe the plan is to run it hot in 2026, they wouldn't be 5Xing their positions in the most volatile inflation hedge proxies on the market.
If they didn't believe the plan is to run it hot in 2026, they wouldn't be 5Xing their positions in the most volatile inflation hedge proxies on the market.
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Bull Case
🚨ICYMI: IT'S TACO TUESDAY 🌮 *Israeli intelligence assessment (via FT): Even with USS Gerald R. Ford arriving, US forward-deployed munitions limit intense airstrikes on Iran to just 4-5 days *Ex-CIA agent John Kiriakou: VP JD Vance and Tulsi Gabbard lead…
🚨NEW POLYMARKET ADDRESS "DFHGDHFTHRFHR" SPENDS $180K BETTING THAT THE UNITED STATES WILL NOT STRIKE IRAN BY MARCH 4, 2026.
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨BITCOIN WANTS $70K TODAY
ICYMI: Both Bostic and Goolsbee were at NABE yesterday criticizing Warsh's AI productivity thesis for further rate cuts.
*Bostic: AI adoption could push the U.S. unemployment rate higher in a way the Fed would not be able to fix just by cutting interest rates.
*Golsbee: using expected productivity growth as a reason to loosen monetary policy now would be risky
Bostic’s term ends this February and Goolsbee hasn't been a voting member since January.
The old guard is out. The reflation trade begins here.
[Warsh will run it hot and crypto will moon. BTFD!]
ICYMI: Both Bostic and Goolsbee were at NABE yesterday criticizing Warsh's AI productivity thesis for further rate cuts.
*Bostic: AI adoption could push the U.S. unemployment rate higher in a way the Fed would not be able to fix just by cutting interest rates.
*Golsbee: using expected productivity growth as a reason to loosen monetary policy now would be risky
Bostic’s term ends this February and Goolsbee hasn't been a voting member since January.
The old guard is out. The reflation trade begins here.
[Warsh will run it hot and crypto will moon. BTFD!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨NVIDIA BLOWOUT, +3% IN POST MARKET
The reflation trade is on. Wall Street is starting to price in the Warsh-Bessent pincer.
[BTFD before everything rips in 2026, they will run it hot!]
The reflation trade is on. Wall Street is starting to price in the Warsh-Bessent pincer.
[BTFD before everything rips in 2026, they will run it hot!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨NVDA: THE CANARY IN THE COAL MINE (exclusive analysis by @bullcase)
NVDA's record quarterly revenue isn't just serving current demand. It is a global race to secure advanced chips before a projected 2027 window of geopolitical stress.
If Taiwan (producing 90% of advanced chips) is blockaded in 2027, an H200 or Blackwell chip bought in 2026 becomes a priceless asset.
• Hyperscalers (50% of NVDA revenue): Meta, Google, Amazon have accelerated their CapEx toward a projected $650 billion in 2026.
• Sovereign AI: NVDA is selling entire "AI Factories" directly to nation states. Countries like Japan, Saudi Arabia, and the UK are building GPU reserves just like Strategic Petroleum Reserves.
• Massive Backlog: A significant portion of NVDA orders represents "safety stock" intended to insulate data centers from a 12-to-18 month Taiwan blockade.
They will run it hot also because 2026 is the last safe window to convert paper money into advanced chips.
[Crypto will rip in 2026, BTFD!]
NVDA's record quarterly revenue isn't just serving current demand. It is a global race to secure advanced chips before a projected 2027 window of geopolitical stress.
If Taiwan (producing 90% of advanced chips) is blockaded in 2027, an H200 or Blackwell chip bought in 2026 becomes a priceless asset.
• Hyperscalers (50% of NVDA revenue): Meta, Google, Amazon have accelerated their CapEx toward a projected $650 billion in 2026.
• Sovereign AI: NVDA is selling entire "AI Factories" directly to nation states. Countries like Japan, Saudi Arabia, and the UK are building GPU reserves just like Strategic Petroleum Reserves.
• Massive Backlog: A significant portion of NVDA orders represents "safety stock" intended to insulate data centers from a 12-to-18 month Taiwan blockade.
They will run it hot also because 2026 is the last safe window to convert paper money into advanced chips.
[Crypto will rip in 2026, BTFD!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨US 30-YEAR MORTGAGE RATE FALLS BELOW 6%, FIRST TIME SINCE 2022
The market is pricing in the Warsh-Bessent pincer right now. Mortgage lenders wouldn't be offering sub 6% rates if they didn't believe the Fed was about to initiate a regime change.
[The reflation trade is on, BTFD before crypto moons!]
The market is pricing in the Warsh-Bessent pincer right now. Mortgage lenders wouldn't be offering sub 6% rates if they didn't believe the Fed was about to initiate a regime change.
[The reflation trade is on, BTFD before crypto moons!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨10Y TREASURY YIELD SUB 4%
The reflation trade is on: Warsh will cut rates and Bessent will flood the market with short term bills.
[BTFD before everything rips!]
The reflation trade is on: Warsh will cut rates and Bessent will flood the market with short term bills.
[BTFD before everything rips!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨THE EQUAL-WEIGHTED INDEX HAS BROKEN OUT VERSUS THE S&P 500 INDEX
Dry powder is being deployed and it's starting to lift all boats.
[Crypto will moon this year. BTFD before everything rips!]
Dry powder is being deployed and it's starting to lift all boats.
[Crypto will moon this year. BTFD before everything rips!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨PPI JUMPS HIGHER; WARSH WILL STILL CUT BECAUSE 'AI IS DISINFLATIONARY'
Everything is going according to plan. The plan for 2026 is to run it hot.
[BTFD before everything moons!]
Everything is going according to plan. The plan for 2026 is to run it hot.
[BTFD before everything moons!]
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Bull Case
🚨WHY IRAN OPERATION MAX PRESSURE 2.0 CONFIRMS OUR CRYPTO BULL CASE 2026 Trump just said that a regime change in Iran would be "the best thing that could happen", while sending another aircraft carrier to the region. The Maximum Pressure 2.0 campaign is officially…
🚨US LAUNCHES MULTI-DAY COMBAT OPERATION "OPERATION EPIC FURY" AGAINST IRAN
It appears that in Geneva last week, US and Iran agreed to do another role play limited strike operation like Mid Night Hammer in June 2025. That one also happened right before everything ripped.
The real target is China. Any Iran escalation with no mention of China in the official rhetoric is just military role play to shake out weak hands.
[BTFD!]
It appears that in Geneva last week, US and Iran agreed to do another role play limited strike operation like Mid Night Hammer in June 2025. That one also happened right before everything ripped.
The real target is China. Any Iran escalation with no mention of China in the official rhetoric is just military role play to shake out weak hands.
[BTFD!]
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Bull Case
🚨WHY IRAN OPERATION MAX PRESSURE 2.0 CONFIRMS OUR CRYPTO BULL CASE 2026 Trump just said that a regime change in Iran would be "the best thing that could happen", while sending another aircraft carrier to the region. The Maximum Pressure 2.0 campaign is officially…
🚨BITCOIN BACK ABOVE $66K
*Senior Israeli Official: Khamenei is dead, his body has been found.
*Senior Israeli Official: Khamenei is dead, his body has been found.
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