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…
🚨METALS CRASHING: GOLD & SILVER LOSE $1TN IN 60 MINUTES!
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🚨CHINESE FOREIGN MINISTER WANG YI JUST HELD A PHONE CONVERSATION WITH ISRAELI FOREIGN MINISTER GIDEON SA'AR AT THE LATTER'S REQUEST -XINHUA
*China's Foreign Minister: Calls For Immediate Cease Of Military Action
*China's Foreign Minister: China Opposes Military Strikes Against Iran By Israel, US
Trump knows he must avoid an escalation with China.
[Deescalation incoming, BTFD!]
*China's Foreign Minister: Calls For Immediate Cease Of Military Action
*China's Foreign Minister: China Opposes Military Strikes Against Iran By Israel, US
Trump knows he must avoid an escalation with China.
[Deescalation incoming, 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…
🚨BOWMAN: FED SHOULD LOOK AT EFFECTIVENESS OF LIQUIDITY RULES; WARNS BANKS OVER-ALLOCATE HIGH-QUALITY LIQUID ASSETS TO MEET REQUIREMENTS
For the 2026 reflation trade to happen the economy needs massive liquidity. Bowman's rhetoric is a lubricant: loosen up reserve constraints, free up liquidity, run it hot.
[Don't let WWIII FUD fool you, 2026 is ultrabullish. BTFD!]
For the 2026 reflation trade to happen the economy needs massive liquidity. Bowman's rhetoric is a lubricant: loosen up reserve constraints, free up liquidity, run it hot.
[Don't let WWIII FUD fool you, 2026 is ultrabullish. BTFD!]
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🚨TRUMP: GENIUS ACT IS BEING THREATENED BY THE BANKS AND THAT’S UNACCEPTABLE; IF WE DON'T GET THE CLARITY ACT DONE, CHINA WILL BE MORE POWERFUL IN CRYPTO
Trump's approval rating just hit rock bottom. Warsh, AI productivity, and the GENIUS Act will come to the rescue.
[BTFD before crypto moons and Trump takes all the credit!]
Trump's approval rating just hit rock bottom. Warsh, AI productivity, and the GENIUS Act will come to the rescue.
[BTFD before crypto moons and Trump takes all the credit!]
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Bull Case
🚨WHY AYATOLLAH'S DEATH IS ANOTHER CONFIRMATION OF THE 2026 REFLATION TRADE THESIS (exclusive analysis by @bullcase) The events of the last 60 days, the capture of Nicolás Maduro (January 3) and the death of Khamenei in yesterday's strikes, are the ultimate…
🚨CHINESE FOREIGN MINISTRY JUST SAID THAT THE STRAIT OF HORMUZ MUST REMAIN STABLE AND SECURE
*Chinese Foreign Ministry: the Strait and adjacent waters are key channels for international cargo and energy trade, and maintaining security and stability there serves common interests of international community
*Chinese Foreign Ministry: China urges all parties to immediately halt military actions, prevent further escalation, and avoid destabilizing the situation that could impact the global economy
[The situation will deescalate real quick, BTFD before everything rips!]
*Chinese Foreign Ministry: the Strait and adjacent waters are key channels for international cargo and energy trade, and maintaining security and stability there serves common interests of international community
*Chinese Foreign Ministry: China urges all parties to immediately halt military actions, prevent further escalation, and avoid destabilizing the situation that could impact the global economy
[The situation will deescalate real quick, 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…
🚨 INDIANA PASSES BILL ALLOWING STATE RETIREMENT FUNDS TO INVEST IN CRYPTO
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Bull Case
🚨CHINESE FOREIGN MINISTRY JUST SAID THAT THE STRAIT OF HORMUZ MUST REMAIN STABLE AND SECURE *Chinese Foreign Ministry: the Strait and adjacent waters are key channels for international cargo and energy trade, and maintaining security and stability there serves…
🚨BITCOIN BACK ABOVE $70K
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Bull Case
🚨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…
🚨BILLIONAIRE AND TESLA WHALE LEO KOGUAN SAYS HE BOUGHT 1 MILLION NVIDIA SHARES; CALLS AI NOT A BUBBLE
Billionaires know. 2026 is the last safe window to convert paper money into advanced chips in anticipation of a 2027 Taiwan conflict. Nvidia revenue will surprise to the upside again this year.
Billionaires know. 2026 is the last safe window to convert paper money into advanced chips in anticipation of a 2027 Taiwan conflict. Nvidia revenue will surprise to the upside again this year.
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Bull Case
🚨CHINESE FOREIGN MINISTRY JUST SAID THAT THE STRAIT OF HORMUZ MUST REMAIN STABLE AND SECURE *Chinese Foreign Ministry: the Strait and adjacent waters are key channels for international cargo and energy trade, and maintaining security and stability there serves…
🚨NYT: IRAN OPERATIVES MADE OFFER TO DISCUSS TERMS FOR ENDING WAR
*Iran intel ministry reached out indirectly to CIA
[When China talks, the world listens. Still in time to BTFD!]
*Iran intel ministry reached out indirectly to CIA
[When China talks, the world listens. Still in time to 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 TREASURY SECRETARY BESSENT ON OIL, CHINA, IRAN: CHINA IS VERY VULNERABLE ON ENERGY; CHINA HAD BEEN PAYING A BIG DISCOUNT; TRUMP HAS A VISION HERE AND EVERYONE SHOULD STEP BACK
Bessent knows. Unofficially, the deeper objective has always been to undermine China's energy security.
[He and Warsh will work in tandem to run it hot this year before sanctions kick in in 2027. BTFD!]
Bessent knows. Unofficially, the deeper objective has always been to undermine China's energy security.
[He and Warsh will work in tandem to run it hot this year before sanctions kick in 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…
🚨THE US PRIVATE SECTOR ADDED 63,000 NEW JOBS IN FEBRUARY (EST 50K). JANUARY REVISED TO +11K
Warsh will still cut rates in 2026 using AI layoffs and productivity as cover. They will run it hot and there is nothing bears can do to stop this train.
[Expect soon even more doomerist AI hype pieces like Matt Shumer's "Something Big is Happening". Share them around and BTFD!]
Warsh will still cut rates in 2026 using AI layoffs and productivity as cover. They will run it hot and there is nothing bears can do to stop this train.
[Expect soon even more doomerist AI hype pieces like Matt Shumer's "Something Big is Happening". Share them around and BTFD!]
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Bull Case
🚨CHINESE FOREIGN MINISTRY JUST SAID THAT THE STRAIT OF HORMUZ MUST REMAIN STABLE AND SECURE *Chinese Foreign Ministry: the Strait and adjacent waters are key channels for international cargo and energy trade, and maintaining security and stability there serves…
🚨CHINA'S FOREIGN MINISTER: CHINA WILL SEND ITS SPECIAL ENVOY ON THE MIDDLE EAST ISSUE TO REGIONAL COUNTRIES TO CONDUCT MEDIATION EFFORTS
And Bitcoin just hit $72k.
[BTFD before everything rips!]
And Bitcoin just hit $72k.
[BTFD before everything rips!]
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Bull Case
🚨ICYMI: ISM PRICES PAID INDEX JUMPED TO THE HIGHEST SINCE 2022 IN FEBRUARY; THE FED WON'T HIKE RATES TO FIGHT THIS The reflation trade is officially on. Kevin Warsh's AI productivity thesis posits AI will prevent these costs from being passed on to consumers…
🚨ISM SERVICES JUST CAME IN HOTTEST SINCE 2022. PRICES PAID LOWEST IN 11 MONTHS.
*ISM Services 56.1, Exp. 53.5, Last 53.8
*Prices Paid 63.0, Exp. 68.3
*Employment 51.8, Exp. 50.6
*New Orders 58.6, Exp. 53.5
This is a major validation of Warsh's thesis that the US is entering a productivity led boom. Now he can cut in 2026 despite tariff and energy inflation.
*ISM Services 56.1, Exp. 53.5, Last 53.8
*Prices Paid 63.0, Exp. 68.3
*Employment 51.8, Exp. 50.6
*New Orders 58.6, Exp. 53.5
This is a major validation of Warsh's thesis that the US is entering a productivity led boom. Now he can cut in 2026 despite tariff and energy inflation.
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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 BACK ABOVE $73K; ETH $2140
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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…
🚨TRUMP OFFICIALLY NOMINATES KEVIN WARSH AS FED CHAIR TO REPLACE POWELL
Thanks to Warsh's AI productivity thesis this year is going to be like 2021 but on steroids.
In 2026 everyone will love him, in 2027 everyone will hate him.
Your mission for the next 12 months is to make enough money to survive until 2030.
Thanks to Warsh's AI productivity thesis this year is going to be like 2021 but on steroids.
In 2026 everyone will love him, in 2027 everyone will hate him.
Your mission for the next 12 months is to make enough money to survive until 2030.
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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…
🚨LARGE INFORMED PLAYERS HAVE BEEN RISK ON SINCE LIBERATION DAY AND ARE INCREASING THEIR EXPOSURE FURTHER DURING THIS GEOPOL DIP.
*March 2021: Admiral Davidson, head of US Indo-Pacific Command, testified before the Senate Armed Services Committee that a Chinese move on Taiwan will "manifest during the next six years."
*June 2021: General Mark Milley clarified that Xi Jinping had ordered the People's Liberation Army (PLA) to be capable of an invasion by 2027, even though a final decision hadn't been made.
*February 2023: CIA Director Burns went on the record stating that US intelligence "knows as a matter of intelligence" that Xi has instructed the PLA to be ready for a successful invasion by 2027.
*July 2023: CIA Director William Burns & DNI Avril Haines personally briefed top tech with classified assessments that China's military buildup was specifically synchronized to reach peak readiness by 2027.
Smart money always knew 2026 was scheduled to run hot.
[BTFD before everything rips!]
*March 2021: Admiral Davidson, head of US Indo-Pacific Command, testified before the Senate Armed Services Committee that a Chinese move on Taiwan will "manifest during the next six years."
*June 2021: General Mark Milley clarified that Xi Jinping had ordered the People's Liberation Army (PLA) to be capable of an invasion by 2027, even though a final decision hadn't been made.
*February 2023: CIA Director Burns went on the record stating that US intelligence "knows as a matter of intelligence" that Xi has instructed the PLA to be ready for a successful invasion by 2027.
*July 2023: CIA Director William Burns & DNI Avril Haines personally briefed top tech with classified assessments that China's military buildup was specifically synchronized to reach peak readiness by 2027.
Smart money always knew 2026 was scheduled to run hot.
[BTFD before everything rips!]
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Bull Case
🚨LARGE INFORMED PLAYERS HAVE BEEN RISK ON SINCE LIBERATION DAY AND ARE INCREASING THEIR EXPOSURE FURTHER DURING THIS GEOPOL DIP. *March 2021: Admiral Davidson, head of US Indo-Pacific Command, testified before the Senate Armed Services Committee that a Chinese…
🚨CRYPTO PRICE SUPPRESSION INDEX AT ALL TIME HIGH: 38.8%
The high correlation of VC controlled coins with centralized supply indicates smart money is working in tandem to flush out retail from their centralized VC led projects.
[Will you sell right before the parabola comes, anon? BTFD!]
The high correlation of VC controlled coins with centralized supply indicates smart money is working in tandem to flush out retail from their centralized VC led projects.
[Will you sell right before the parabola comes, anon? 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…
🚨WE'RE SEEING RECORD INFLOWS INTO US ETFS AMID WW3 FUD, +52% VS 2025 SO FAR
Smart money is deploying record amounts of dry powder here because big players know Warsh will run it hot this year.
[2026 is scheduled to be the year of the boil off top. BTFD!]
Smart money is deploying record amounts of dry powder here because big players know Warsh will run it hot this year.
[2026 is scheduled to be the year of the boil off top. BTFD!]
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