🚨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.

🚨A LOT OF IRAN DEESCALATION NOISE OVER THE PAST HOUR

[This crisis will be over soon and everything will moon. BTFD before everything hits escape velocity!]

🚨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!]

🚨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!]

🚨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!]

🚨US LABOR PRODUCTIVITY BEATS FORECAST: +2.8% IN Q4 2025 VS 1.9% PRED.

Another major validation of Warsh's narrative that the US is entering a productivity led boom.

[BTFD before everything rips!]

🚨RECORD SURGE IN THE NUMBER OF PUBLIC COMPANIES HOLDING 1000+ BITCOIN IN THEIR BALANCE SHEET IN 2025

🚨2026 IS THE 2021 REFLATION TRADE BUT ON STEROIDS: SOME OF THE MOST SPECULATIVE ENERGY STOCKS ARE ABOUT TO EXPLODE

🚨FT: US AGENCY TO CREATE $20BN REINSURANCE FACILITY FOR GULF SHIPPING

This should bring maritime insurance premiums down

[Deescalation incoming, BTFD!]

🚨FT: VESSELS TRAPPED IN THE GULF UNDER ENEMY FIRE ARE BROADCASTING THAT THEIR CREW IS FULLY CHINESE HOPING THE AFFILIATION WITH BEIJING WILL PERSUADE IRGC NOT TO ATTACK

🚨MONDAY OIL GAP DOWN, BTC GAP UP: EXPLOSIONS HEARD IN KHARG ISLAND, WHICH PROCESSES 90% OF IRAN'S CRUDE EXPORTS THAT GO MOSTLY TO CHINA. (exclusive analysis by @bullcase)

Satellite thermal anomalies confirm the Eastern oil loading terminal may have been hit. The IRGC, which used to answer directly to Khamenei, has been picking its own targets the past week. Because of miscommunication among ranks, IRGC attacked Ras Tanura and broke gentleman's agreement to avoid oil infrastructure.

After the Kharg Island explosions this morning, Iran's President Masoud Pezeshkian issued a formal apology in a surprise prerecorded address.

We will probably see a buffered conflict equilibrium emerge in the next few weeks. Limited strikes from both sides but oil fields and loading terminals will be off limits from now on.

[Deescalation incoming, BTFD before everything rips next week]

🚨UPCOMING FED CHAIR KEVIN WARSH: WE'RE IN THE EARLY INNINGS OF A STRUCTURAL DECLINE IN PRICES

In 2026 Warsh will send everything fugazi with his AI-led productivity boom thesis.

[BTFD before everything rips!]

🚨WAPO: THE TRUMP ADMIN IS "COMING AROUND" TO THE IDEA OF CONQUERING KHARG ISLAND IN THE PERSIAN GULF

Floating this idea puts a lot of pressure on IRGC to start deescalating. Trump's madman act makes this more than just a bluff.

[BTFD before everything rips!]

🚨IRAN NAMES KHAMENEI SON MOJTABA NEW SUPREME LEADER

Despite his hardline public persona, our analysts' independent assessment indicates Mojtaba is a good target for intelligence-led recruitment. His election is likely to expedite the de-escalation process.

[This guy's private life is a goldmine of kompromat and Mossad probably owns him. BTFD before everything rips!]

🚨US OIL PRICES OFFICIALLY SURGE ABOVE $104/BARREL FOR THE FIRST TIME SINCE JULY 2022.

[This spike in oil prices is unsustainable. BTFD before oil comes back down and crypto rips!]

🚨TRUMP: OIL PRICES "WILL DROP RAPIDLY" WHEN THE "IRAN NUCLEAR THREAT IS OVER."

Oil stocks agree, this pump is unsustainable. Nobody is buying it.

[Oil stocks haven't really moved much relative to oil prices. BTFD before oil comes crashing down and crypto rips!]

🚨AXIOS: TRUMP DOES NOT SUPPORT ATTACKS ON OIL FACILITIES. HE WANTS TO PRESERVE OIL AND DOESN'T WANT IT TO BURN. THIS REMINDS PEOPLE OF RISING GASOLINE PRICES.

Buffered conflict equilibirum soon. Limited strikes from both sides but oil fields and loading terminals will be off limits.

[BTFD before stupid money floods in crypto!]