Bull Case
π¨GOLD AND SILVER IN COLLAPSE MODE This dump will free up a lot of liquidity. Once big money rotates out metals in this environment, there is simply nowhere else to go but crypto. [Let's print those God candles, BTFD!]
π¨1Y INFLATION SWAPS UP ANOTHER 10% THIS MORNING TO 3.3. GOLD DOWN 4%. STAGNATION BROS IN DISBELIEF. THEY CAN'T EXPLAIN IT!
This is not stagflation, this is the 2026 reflation trade in action.
Big money knows and is rotating out of gold for the final blow off in risk assets. Then it will flow back in Treasuries in 2027 when Warsh wages financial war on China.
[Crypto will moon, BTFD ASAP!]
This is not stagflation, this is the 2026 reflation trade in action.
Big money knows and is rotating out of gold for the final blow off in risk assets. Then it will flow back in Treasuries in 2027 when Warsh wages financial war on China.
[Crypto will moon, BTFD ASAP!]
π€£7π1
Bull Case
π¨1Y INFLATION SWAPS UP ANOTHER 10% THIS MORNING TO 3.3. GOLD DOWN 4%. STAGNATION BROS IN DISBELIEF. THEY CAN'T EXPLAIN IT! This is not stagflation, this is the 2026 reflation trade in action. Big money knows and is rotating out of gold for the final blowβ¦
π¨GOLD CRASHES UNDER $4600
Crypto is about to moon hard. A lot of money will be coming our way as more gold holders see the writing on the wall.
Crypto is about to moon hard. A lot of money will be coming our way as more gold holders see the writing on the wall.
π€―3π2πΎ2
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¨HYPERINFLATION FOR THEE, NOT FOR ME: OPERATION EPIC FURY IS A MASTER STROKE OF SHEER GENIUS BY TRUMP; CRYPTO WILL PUMP HARD FUELLED BY THE GLOBAL INFLATION HEDGE TRADE
Look at the chart to understand why Trump doesn't want this war to end.
In the US, the inflation shock is manageable, cushioned by AI led productivity gains. US oil prices will increase just enough to trigger the 2026 reflation trade, not rate hikes.
In Europe and Asia, the situation is quite different. Capital is already flowing into the USD, while central banks are scrambling to raise rates in an effort to rein in inflation.
[Crypto melt up inbound, BTFD!]
Look at the chart to understand why Trump doesn't want this war to end.
In the US, the inflation shock is manageable, cushioned by AI led productivity gains. US oil prices will increase just enough to trigger the 2026 reflation trade, not rate hikes.
In Europe and Asia, the situation is quite different. Capital is already flowing into the USD, while central banks are scrambling to raise rates in an effort to rein in inflation.
[Crypto melt up inbound, BTFD!]
π3π2π₯1
Bull Case
π¨HYPERINFLATION FOR THEE, NOT FOR ME: OPERATION EPIC FURY IS A MASTER STROKE OF SHEER GENIUS BY TRUMP; CRYPTO WILL PUMP HARD FUELLED BY THE GLOBAL INFLATION HEDGE TRADE Look at the chart to understand why Trump doesn't want this war to end. In the US,β¦
π¨GOLDMAN: THE HORMUZ SHOCK IS THE LARGEST OIL SUPPLY SHOCK ON RECORD
[It's jet fuel for crypto, I can tell you that much. BTFD!]
[It's jet fuel for crypto, I can tell you that much. BTFD!]
πΎ2π€―1π1π
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¨BTC BACK ABOVE $71200, NOW GREEN ON THE WEEK
Every dip will be bought. This is the year of the blow off tops.
Every dip will be bought. This is the year of the blow off tops.
π₯5π2
Bull Case
π¨HYPERINFLATION FOR THEE, NOT FOR ME: OPERATION EPIC FURY IS A MASTER STROKE OF SHEER GENIUS BY TRUMP; CRYPTO WILL PUMP HARD FUELLED BY THE GLOBAL INFLATION HEDGE TRADE Look at the chart to understand why Trump doesn't want this war to end. In the US,β¦
π¨IF YOU WANT TO KNOW WHERE BITCOIN IS HEADED JUST LOOK AT BLACKROCK'S ETF FLOWS SINCE SOH SHUTDOWN
The Strait of Hormuz shutdown officially started a global asymmetric inflationary shock.
IBIT started snapping up BTC as soon as transit through Hormuz halted.
Smart money knows the inflation hedge trade will come back on steroids and crypto will moon.
[BTFD ASAP!]
The Strait of Hormuz shutdown officially started a global asymmetric inflationary shock.
IBIT started snapping up BTC as soon as transit through Hormuz halted.
Smart money knows the inflation hedge trade will come back on steroids and crypto will moon.
[BTFD ASAP!]
π€―2π2π₯°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¨FED'S BOWMAN: I HAVE WRITTEN IN THREE CUTS FOR THIS YEAR; WARSH WILL HAVE STRONG IMPACT ON FED IF CONFIRMED
Bowman is another hawk turned dove after Trump got elected. Confirming her call for 3 rate cuts here means she is fully aligned with Warsh's AI led productivity boom thesis.
Regime change incoming at the Fed and there is nothing anyone can do to stop it.
[BTFD before everything rips!]
Bowman is another hawk turned dove after Trump got elected. Confirming her call for 3 rate cuts here means she is fully aligned with Warsh's AI led productivity boom thesis.
Regime change incoming at the Fed and there is nothing anyone can do to stop it.
[BTFD before everything rips!]
π4π€―1π1
Bull Case
π¨FED'S BOWMAN: I HAVE WRITTEN IN THREE CUTS FOR THIS YEAR; WARSH WILL HAVE STRONG IMPACT ON FED IF CONFIRMED Bowman is another hawk turned dove after Trump got elected. Confirming her call for 3 rate cuts here means she is fully aligned with Warsh's AI ledβ¦
π¨FED'S WALLER: THOUGHT I'D BE DISSENTING AFTER LAST JOBS REPORT; CLOSURE OF HORMUZ SUGGESTED MORE INFLATION PRESSURE; WOULD ADVOCATE CUTS AGAIN LATER IN YEAR IF LABOR WEAK
Waller is a dove that has been slightly less dovish since Warsh was announced.
He is pissed Trump didn't pick him as Fed Chair.
[The Fed will cut moar this year, BTFD before everything rips!]
Waller is a dove that has been slightly less dovish since Warsh was announced.
He is pissed Trump didn't pick him as Fed Chair.
[The Fed will cut moar this year, BTFD before everything rips!]
π€£4π2
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¨US INTERIOR SEC. BURGUM: PRESIDENT TRUMPβS ENERGY STRATEGY IS 'BUILT FOR THIS MOMENT'
The strategy is an asymmetric inflationary shock to kickstart the 2026 reflation trade.
2026 is the year to reflate everything.
[BTFD don't listen to panicans, we will moon hard soon!]
The strategy is an asymmetric inflationary shock to kickstart the 2026 reflation trade.
2026 is the year to reflate everything.
[BTFD don't listen to panicans, we will moon hard soon!]
π4β€1π1π€£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¨STOCKS, GOLD IN FREE FALL; BITCOIN REFUSES TO FALL
The 2026 reflation trade is on and Bitcoin is an inflation hedge.
Let that sink in.
The 2026 reflation trade is on and Bitcoin is an inflation hedge.
Let that sink in.
πΎ5π1π₯1π1
Bull Case
π¨US INTERIOR SEC. BURGUM: PRESIDENT TRUMPβS ENERGY STRATEGY IS 'BUILT FOR THIS MOMENT' The strategy is an asymmetric inflationary shock to kickstart the 2026 reflation trade. 2026 is the year to reflate everything. [BTFD don't listen to panicans, we willβ¦
π¨TRUMP ON OPENING STRAIT OF HORMUZ: AT A CERTAIN POINT IT'LL OPEN ITSELF
Panicans still don't get it lmao
[The Hormuz shock is an asymmetric shock that will pump crypto. BTFD before everything moons!]
Panicans still don't get it lmao
[The Hormuz shock is an asymmetric shock that will pump crypto. BTFD before everything moons!]
π€£6π1π€‘1
Bull Case
π¨BULLS OFFICIALLY OFF THE LEASH: 2Y YIELDS JUST CROSSED OVER FED'S EFFECTIVE FEDERAL FUNDS RATE! The 2026 reflation trade is here. 2Y Treasury yields have been surging since Operation Epic Fury began. Today they just crossed over EFFR. Translation: Bigβ¦
π¨BLOOMBERG FINALLY SEES IT: 2Y YIELDS HAVE MOVED ABOVE FED'S RATE
We told you about this 1 week ago. Huge signal that big money is going risk on.
[Ignore WW3 FUD, BTFD before crypto melts up!]
We told you about this 1 week ago. Huge signal that big money is going risk on.
[Ignore WW3 FUD, BTFD before crypto melts up!]
π4π₯3π1
Bull Case
π¨BULLS OFFICIALLY OFF THE LEASH: 2Y YIELDS JUST CROSSED OVER FED'S EFFECTIVE FEDERAL FUNDS RATE! The 2026 reflation trade is here. 2Y Treasury yields have been surging since Operation Epic Fury began. Today they just crossed over EFFR. Translation: Bigβ¦
π¨TEXTBOOK RISK ON SIGNAL: ELECTRONIC ARTS LOAN CLEARS AT 9% YIELD, $10BN OVERSUBSCRIBED
Just like we've been telling you for weeks now, big money is going risk on.
Expecting a ~10% yield on a buyout deal like this is also a huge bet in AI productivity.
They are betting Saudi backed private equity owners (PIF, Silver Lake) will use AI to drastically cut development costs, making that 9% interest very easy for the company to pay back.
The 2026 reflation trade is on. They will run it hot and big money knows.
[Crypto will moon, BTFD ASAP!]
Just like we've been telling you for weeks now, big money is going risk on.
Expecting a ~10% yield on a buyout deal like this is also a huge bet in AI productivity.
They are betting Saudi backed private equity owners (PIF, Silver Lake) will use AI to drastically cut development costs, making that 9% interest very easy for the company to pay back.
The 2026 reflation trade is on. They will run it hot and big money knows.
[Crypto will moon, BTFD ASAP!]
π4π₯2π€―2π1
Bull Case
π¨BLOOMBERG FINALLY SEES IT: 2Y YIELDS HAVE MOVED ABOVE FED'S RATE We told you about this 1 week ago. Huge signal that big money is going risk on. [Ignore WW3 FUD, BTFD before crypto melts up!]
π¨BULLISH: TRADERS PRICING 0% PROBABILITY OF FED RATE CUTS IN 2026 ACCORDING TO SWAPS MARKETS AMID HIGHER INFLATION EXPECTATIONS
This is a flashing sign that markets are getting overheated, which is bullish risk.
No rate cuts priced in means real yields are going down because of higher inflation expectations. This makes big money dump treasuries and go risk on.
Beartards and the media read this backwards as a bearish sign. It's bullish, not bearish.
[BTFD!]
This is a flashing sign that markets are getting overheated, which is bullish risk.
No rate cuts priced in means real yields are going down because of higher inflation expectations. This makes big money dump treasuries and go risk on.
Beartards and the media read this backwards as a bearish sign. It's bullish, not bearish.
[BTFD!]
π4β€1π1π€―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¨THIS GRIFTER IS WORKING OVERTIME TO SEPARATE HIS FOLLOWERS FROM THEIR BAGS. CRYPTO WILL GO PARABOLIC THIS YEAR, DON'T LET KABAL MANIPULATORS FOOL YOU!
We're at the end of the cycle, and that's bullish. In 2026 we will pump hard before everything dumps in 2027.
[BTFD ASAP!]
We're at the end of the cycle, and that's bullish. In 2026 we will pump hard before everything dumps in 2027.
[BTFD ASAP!]
π4π€£3π2π―2
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¨TRUMP ISSUES 48-HOURS ULTIMATUM TO IRAN TO RE-OPEN THE STRAIT OF HORMUZ THAT THE US DOESN'T USE
48h from now is TACO Tuesday in Iran.
[Ignore WW3 FUD, BTFD spot and chill!]
48h from now is TACO Tuesday in Iran.
[Ignore WW3 FUD, BTFD spot and chill!]
π€£5π2πΎ1π1
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¨GOLD TOPPED THE SAME DAY KEVIN TOMAHAWK WARSH WAS ANNOUNCED BY TRUMP
Why did gold crash when Kevin Warsh was announced? Those who read our bull thesis for 2026 (quoted) should know why.
Old money knows China will move on Taiwan next year. Kevin Tomahawk Warsh is the signal that the US intends to strengthen the USD to fight China.
Reducing Fed's balance sheet (QT) is one of Warsh's core policy views. This means not only the end of QE, but a reversal of QE.
Under Warsh, the "money printer brrr" era ends in 2027. That's why big money started dumping gold.
But Warsh cannot do QT right away without risking a recession. To be that hawkish in 2027, he must run it hot first in 2026. Which is what makes 2026 ultra bullish for crypto.
Your mission: make enough money in the next 9-12 months to survive until 2030.
We bought the dip and added some more this weekend. Now we just sit back and relax waiting for the blow off tops to come.
[If you haven't yet then BTFD ASAP, ignore geopol FUD!]
Why did gold crash when Kevin Warsh was announced? Those who read our bull thesis for 2026 (quoted) should know why.
Old money knows China will move on Taiwan next year. Kevin Tomahawk Warsh is the signal that the US intends to strengthen the USD to fight China.
Reducing Fed's balance sheet (QT) is one of Warsh's core policy views. This means not only the end of QE, but a reversal of QE.
Under Warsh, the "money printer brrr" era ends in 2027. That's why big money started dumping gold.
But Warsh cannot do QT right away without risking a recession. To be that hawkish in 2027, he must run it hot first in 2026. Which is what makes 2026 ultra bullish for crypto.
Your mission: make enough money in the next 9-12 months to survive until 2030.
We bought the dip and added some more this weekend. Now we just sit back and relax waiting for the blow off tops to come.
[If you haven't yet then BTFD ASAP, ignore geopol FUD!]
π€£4π2π
2π1
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¨BULLISH: MACRO STAGFLATION SIGNAL OIL/COPPER RATIO STILL UNDER 20
There is a lot of talk about inflation but the truth is oil prices are still very low. We are far from the stagflation warning zone that would invalidate the 2026 reflation bull case.
[Crypto will moon hard this year, BTFD ASAP!]
There is a lot of talk about inflation but the truth is oil prices are still very low. We are far from the stagflation warning zone that would invalidate the 2026 reflation bull case.
[Crypto will moon hard this year, BTFD ASAP!]
π3πΎ1
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¨BEWARE: TELEGRAM GROUPS ARE BEING FLOODED. THE WHALE KABAL HAS UNLEASHED ITS TROLLS IN A FINAL BID TO FORCE MASS CAPITULATION.
The narrative seems to be "I'm selling and will buy back later"
If you sell your bag here you will buy back 20x higher. 2026 is the year of blow off tops.
The narrative seems to be "I'm selling and will buy back later"
If you sell your bag here you will buy back 20x higher. 2026 is the year of blow off tops.
π€£9β€1π1π―1
Bull Case
π¨GOLD TOPPED THE SAME DAY KEVIN TOMAHAWK WARSH WAS ANNOUNCED BY TRUMP Why did gold crash when Kevin Warsh was announced? Those who read our bull thesis for 2026 (quoted) should know why. Old money knows China will move on Taiwan next year. Kevin Tomahawkβ¦
π¨BULLISH: GOLD DUMPS ANOTHER 3% AT ASIA OPEN
Kevin Warsh top confirmed. The 2026 reflation trade is on.
[Trillions are about to flood crypto. BTFD!]
Kevin Warsh top confirmed. The 2026 reflation trade is on.
[Trillions are about to flood crypto. BTFD!]
πΎ4π1π₯1