Bull Case
π¨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 alteredβ¦
π¨BLOOMBERG'S BALCHUNAS: SINCE IRAN STRIKE AND RISE OF GEOPOLITICAL FEAR BTC IS UP 12% AND GOLD IS DOWN; SO DOES THAT MEAN GOLD HAS FAILED AS A SAFE HAVEN?
As shown by the World Uncertainty Index, geopolitical fear actually peaked in Q4 when Xi started the military purge against everyone questioning his 2027 plans.
Today BTC is rising while gold dumps because the final phase of the bull market where big money rotates out of gold has begun.
[BTFD now ASAP and sell when the boil off top comes later this year!]
As shown by the World Uncertainty Index, geopolitical fear actually peaked in Q4 when Xi started the military purge against everyone questioning his 2027 plans.
Today BTC is rising while gold dumps because the final phase of the bull market where big money rotates out of gold has begun.
[BTFD now ASAP and sell when the boil off top comes later this year!]
π3π3π1
Bull Case
π¨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 alteredβ¦
π¨RECORD SURGE IN THE NUMBER OF PUBLIC COMPANIES HOLDING 1000+ BITCOIN IN THEIR BALANCE SHEET IN 2025
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Bull Case
π¨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 alteredβ¦
π¨2026 IS THE 2021 REFLATION TRADE BUT ON STEROIDS: SOME OF THE MOST SPECULATIVE ENERGY STOCKS ARE ABOUT TO EXPLODE
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π¨ICYMI: NONFARM PAYROLLS POSTED A MASSIVE MISS -92K; UNEMPLOYMENT 4.4% VS 4.3% (PRED)
This data supports Warsh's AI-led productivity boom scenario.
[Ignore stagflation FUD and BTFD!]
This data supports Warsh's AI-led productivity boom scenario.
[Ignore stagflation FUD and BTFD!]
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Bull Case
π¨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 alteredβ¦
π¨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]
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]
π4π2πΎ1
Bull Case
π¨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 alteredβ¦
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π¨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!]
In 2026 Warsh will send everything fugazi with his AI-led productivity boom thesis.
[BTFD before everything rips!]
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Bull Case
π¨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.β¦
π¨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!]
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!]
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π¨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!]
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!]
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Bull Case
π¨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.β¦
π¨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!]
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!]
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Bull Case
π¨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 alteredβ¦
π¨ METALS KEEP DUMPING, TOP CONFIRMED!
If even the best WW3 FUD in recent history couldn't push gold higher, the top in gold and silver is officially confirmed.
[Rotation into crypto imminent, BTFD now and sell before 2027 when China will attack Taiwan and everything will crash!]
If even the best WW3 FUD in recent history couldn't push gold higher, the top in gold and silver is officially confirmed.
[Rotation into crypto imminent, BTFD now and sell before 2027 when China will attack Taiwan and everything will crash!]
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Bull Case
π¨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 cryptoβ¦
π¨CRUDE OIL PRICES CRASH $17 AMID FINANCIAL TIMES REPORTS G7 CONSIDERING RELEASE OF PETROLEUM RESERVES
400 barrels about to flood the market.
[Panicans in shambles. BTFD before they fomo back in!]
400 barrels about to flood the market.
[Panicans in shambles. BTFD before they fomo back in!]
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Bull Case
π¨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 alteredβ¦
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π¨US SEN KEVIN CRAMER SAYS THE QUIET PART OUT LOUD: CONFLICT WITH IRAN IS PART OF A GLOBAL ENERGY BATTLE
The objective is to cut off China's sanctioned economy anchors before 2027. When China moves on Taiwan in 2027, it must no longer have access to discounted oil.
The soft war will also be fought financially and the USD will be strengthened to make it harder for China to fund its military machine.
To strengthen the USD without triggering a recession at home, they must run the economy hot in 2026.
[BTFD before the economy overheats and crypto moons. New ATHs across the board, with boil off tops, are programmed for 2026!]
The objective is to cut off China's sanctioned economy anchors before 2027. When China moves on Taiwan in 2027, it must no longer have access to discounted oil.
The soft war will also be fought financially and the USD will be strengthened to make it harder for China to fund its military machine.
To strengthen the USD without triggering a recession at home, they must run the economy hot in 2026.
[BTFD before the economy overheats and crypto moons. New ATHs across the board, with boil off tops, are programmed for 2026!]
π4π1π₯1π€―1
Bull Case
π¨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 alteredβ¦
π¨STRATEGY BOUGHT 17,994 BITCOIN FOR $1.28 BLN AT $70,946 AVG PRICE DURING MARCH 2-8, 2026 - SEC FILING
Saylor knows they will run it hot this year. That's why he isn't scared to buy the dip here despite WW3 FUD.
Saylor knows they will run it hot this year. That's why he isn't scared to buy the dip here despite WW3 FUD.
π4β€1π1π€£1π1
Bull Case
π¨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 alteredβ¦
π¨BTC RECLAIMS $68K
π3π€―2π1π1
Bull Case
π¨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 alteredβ¦
π¨NOT ONLY STRATEGY, BITMINE TOO DROPPED $122M TO BUY THE DIP ON ETHEREUM MID-WAR
Recently Bitmine also invested $200 million in Beast Industries, the company of YouTuber MrBeast. Bitmine knows they will run it hot in 2026 and is positioning to maximize exit liquidity for its positions.
[BTFD before everything rips!]
Recently Bitmine also invested $200 million in Beast Industries, the company of YouTuber MrBeast. Bitmine knows they will run it hot in 2026 and is positioning to maximize exit liquidity for its positions.
[BTFD before everything rips!]
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