🚨WHAT HAPPENS TO BITCOIN IF CHINA IMPLEMENTS A BLOCKADE ON TAIWAN?

The 2026 reflation trade rests on the US economy running hot, pushing risk assets higher before tighter financial conditions are used to restrict dollar liquidity to China. The underlying assumption is that Washington expects rising tensions around Taiwan and is preparing the financial system for that scenario.

But here's something else nobody is discussing: Most advanced Bitcoin mining ASIC chips are fabricated by TSMC in Taiwan. A Taiwan blockade wouldn't just disrupt global tech supply chains, it would freeze the production of new Bitcoin miners overnight.

A question for the community: What do you think happens to Bitcoin if Taiwan's semiconductor supply chain is disrupted? Will Bitcoin be forced to switch to POS to survive?

Could this be related to why a growing number of Satoshi-era coins have been quietly sold through OTC desks in recent years?

Interested to hear the community's view in the comments below.

🚨XI IS FURIOUS: TAIWAN MINISTRY OF DEFENSE REPORTED 26 PLA AIRCRAFT TODAY, THE BIGGEST SURGE SINCE JANUARY 13.

This is Xi's response to President Lai's $40b defense speech yesterday, just weeks before Trump's planned trip to China.

Iran is just a distraction, Taiwan is the atomic clock of this bull market.

🚨WSJ: OIL EXECUTIVES WARN TRUMP ADMIN ENERGY CRISIS WILL PROBABLY WORSEN

Oh no!

Higher oil prices = higher inflation expectations = lower real rates = risk assets go fugazi

[BTFD!]

*CEOS OF EXXON, CHEVRON, CONOCOPHILLIPS REASSURE TRUMP OFFICIALS THAT IRAN WAR'S DISRUPTION OF STRAIT OF HORMUZ WILL WORSEN ENERGY CRISIS /s

*OIL EXECUTIVES ADD FURTHER BOMBINGS OF KHARG ISLAND ARE 'NOT ADVISED OR NECESSARY' FOR NOW /s

Trump won't stop until inflation expectations are up for good. Then he will defuse the situation.

[BTFD before everything rips!]

🚨TRUMP TOLD THE FINANCIAL TIMES HE COULD DELAY HIS TRIP TO CHINA LATER THIS MONTH IF BEIJING DOESN’T HELP IN UNBLOCKING THE STRAIT OF HORMUZ.

Soon the closing of Hormuz is going to be China's fault lmao

[Trump couldn't care less about opening Hormuz right now. BTFD before everything rips!]

🚨TRUMP: MAYBE WE SHOULDN'T BE THERE AT ALL. WE DON'T NEED HORMUZ, WE'VE A LOT OF OIL.

*Trump: I demanded that these countries come and protect their territory, because it's the place from which they take their energy.

Trump knows the closing of Hormuz is an asymmetric inflationary shock. In US it tilts inflation expectations just high enough to lower real rates and send markets risk on.

In the rest of the world it sparks huge inflationary flares and a flight into the safehaven USD.

[Chaos is jet fuel for the 2026 reflation trade, BTFD before everything rips!]

🚨CHINA RESPONDS TO TRUMP REQUEST TO JOIN HIS MILITARY COALITION TO REOPEN HORMUZ: CHINA ONCE AGAIN CALLS ON ALL PARTIES TO IMMEDIATELY CEASE MILITARY OPERATIONS.

Thank God they said no. Crisis must continue.

[The 2026 reflation trade is on. BTFD before everything rips and retails comes flooding back in!]

🚨GOLDMAN FINALLY SAYS THE QUIET PART OUT LOUD: US NOT VERY MUCH EXPOSED TO TRADE CHOKEPOINTS IN THE MIDDLE EAST

In the meantime the French 10-year yields are the highest since the 2011 EU sovereign debt crisis with UK and German bond yields also approaching 2011 levels.

The DXY will rip. Risk assets will also rip because the Fed won't hike this year for 2 reasons:

1) Powell has been bullied into submission

2) Warsh will ignore it because his thesis of AI led productivity puts the US in a position to absorb an asymmetric inflationary shock like this.

The rest of the world will be engulfed by the flames of hyperinflation.

[BTFD before everything rips!]

ICYMI: NOBODY IS TAKING UP TRUMP'S OFFER FOR A COALITION TO KEEP THE HORMUZ STRAIT OPEN

✖ 🇬🇷Greece has no plan to engage in operations at Hormuz Strait

✖ 🇩🇪German government spokesperson: Germany will not take part in any effort to keep the strait of Hormuz open by military means

✖ 🇮🇹Italy's foreign minister: diplomacy is the right approach to Hormuz Strait situation

✖ 🇬🇧Uk pm starmer: we will not be drawn into the wider Iran war

✖🇮🇳India foreign ministry spokesperson: no bilateral conversation with the US on India helping ships pass Strait of Hormuz

Guess it's staying closed then.

[We're still in the beginning of the reflation trade. BTFD before everything rips!]

🚨TREASURY SECRETARY BESSENT ON WHETHER COULD INTERVENE IN OIL MARKETS: NOT SURE UNDER WHAT AUTHORITY THAT WOULD BE; INFLATION EXPECTATIONS WELL ANCHORED

He won't do anything about it. The real macro objective this year is to run it hot.

Everything is going according to plan.

[BTFD before everything rips!]

🚨BTC RECLAIMS $74K

Everyone is starting to catch up with the 2026 reflation trade.

[We're still early, BTFD!]

🚨TRUMP SAYS WAR WILL END SOON; OIL PRICES WILL DROP LIKE A ROCK AS SOON AS IT'S OVER

He started a war because the 2026 reflation trade needed a little push.

[BTFD before everything rips!]

🚨FRENCH INTELLECTUAL EMMANUEL TODD: IF IRAN HOLDS OUT, IF IRAN ACHIEVES ITS OBJECTIVES, WELL, IT'S IN EFFECT THE END OF THE AMERICAN EMPIRE.

Dedollarization bros are back, send it 🚀

🚨DETAILS COMING IN: ARAGHCHI SENT TEXTS FOCUSED ON ENDING THE CONFLICT, BUT US OFFICIALS ARE SKEPTICAL ABOUT HIS AUTHORITY

Trump is biding his time. He needs to give markets more time to go risk on before making a deal.

[BTFD before everything rips!]

🚨RESERVE BANK OF AUSTRALIA RAISES INTEREST RATE BY 25 BASIS POINTS; ON MARCH 2, MARKETS WERE PRICING IN A 0% CHANCE OF A HIKE TODAY.

RBA's move is the opening bell for the global reflation trade.

🇬🇧 Bank of England: On March 2 markets were pricing 80% to 90% chance of a 25bps cut on March 18 meeting. Markets are now pricing in a hike by June.

🇪🇺 European Central Bank: On March 2 markets were pricing in 2 to 3 cuts for this year. The market is now pricing in 25–50 bps of hikes for the year.

In the US, Trump has been publicly pushing for immediate, aggressive rate cuts. Meanwhile, incoming Fed Chair Kevin Warsh argues that AI acts as a "structural deflationary shield."

[They will run it hot, BTFD before everything rips!]

🚨TRUMP: I ONLY CARE ABOUT ONE THING, WILL WE BE NUMBER ONE IN CRYPTO?

Bessent told him the plan is to run it hot this year and crypto will moon.

[BTFD before everything rips!]

🚨MACQUARIE EXPECTS US FED TO HIKE INTEREST RATES IN H1 2027 VS PRIOR FORECAST OF HIKE IN Q4 2026

Analysts are finally saying the quiet part out loud about Kevin Warsh's run it hot agenda.

Warsh will ignore inflation and let the economy overheat in 2026.

[Regime change incoming at the Fed, BTFD before everything rips!]

🚨THE BULLCASE VISION FOR 2026: STAY LONG, STAY LOUD

The mid-curve hides their edge because they’re playing for crumbs. We broadcast ours because we're building a religion.

We don't whisper to the whales, we hunt them.

All market makers worth their salt know 2026 is the year of blow off tops.

Everyone reading this deserves to know too. By dumping the Reflation Thesis on our community, we erode the ability of insiders to accumulate in the dark and manipulate prices.

We are ending the boring phase of every coin we hold. We're here to ensure manipulators' low-ball buy orders never get filled. If they wait any longer, they will be the ones buying at the top from us.

Resistance is already fading quickly because whales are rational. When they see a religious community coordinating a long position that is actually moving the needle, they don't fight it, they will join it.

Keep sharing the BullCase reflation thesis until everyone around you gets it. Capitulators must go extinct.

Upward and onward! 🚀

🚨US TREASURY HAS JUST BOUGHT BACK $15 BILLION OF ITS OWN DEBT, THE LARGEST BUYBACK EVER IN ITS HISTORY

Bessent is greasing the plumbing before he floods the market with new short term treasuries.

Strap in because Treasury QE is about to start.

[We're moving forward with the Bessent-Warsh plan to run it hot this year, BTFD before everything rips!]