Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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Bull Case
🚨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,…
🚨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!]
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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…
🚨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!]
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Bull Case
🚨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…
🚨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!]
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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 INTERIOR SEC. BURGUM: PRESIDENT TRUMP’S 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!]
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Bull Case
🚨US INTERIOR SEC. BURGUM: PRESIDENT TRUMP’S 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…
🚨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!]
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Bull Case
🚨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: Big…
🚨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!]
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Bull Case
🚨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: Big…
🚨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!]
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Bull Case
🚨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!]
🚨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!]
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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…
🚨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!]
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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 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!]
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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…
🚨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!]
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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…
🚨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!]
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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…
🚨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.
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Bull Case
🚨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…
🚨BULLISH: GOLD $4156, -8% ON THE DAY

Gold's dump signals big money is betting on TACO. Iran will be resolved one way or another.

For big money Taiwan is the only thing that matters now this cycle. Everything else is noise.

[Crypto turbo reversal incoming, BTFD ASAP!]
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🚨YIELD GAP BETWEEN 10-YEAR CHINESE GOVERNMENT BONDS AND US TREASURIES WIDENS TO ABOUT 260 BASIS POINTS, LARGEST SINCE AUGUST 2025

*China's state oil giant Sinopec will follow government orders to use national reserves -Sinopec exec

*Not much Russian oil available under the sanction waiver - Sinopec exec

Chyna is starting to feel the pain. They must be pushing hard for Iran to make a deal.

[Crypto turbo reversal incoming, BTFD!]
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Bull Case
🚨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!]
🚨BULLISH TACO: TRUMP SAYS HAS POSTPONED 'ANY AND ALL' MILITARY STRIKES AGAINST IRANIAN POWER PLANTS AND ENERGY INFRASTRUCTURE FOR FIVE DAYS

[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…
🚨RUNNING IT HOT: EVEN AFTER TACO 2Y TREASURY YIELDS KEPT FREE FLOATING DEEP INTO THE STRATOSPHERE.

The holders of the US debt have dumped Treasuries and are on the hunt for a good inflation hedge. They kept rejecting Fed's rates as mispriced relative to the market, even after Trump TACO'd!

Big money is not buying Trump's "the war will end soon, oil prices will drop like a rock". They keep pulling money out of Treasuries. They seem to believe oil prices will remain somewhat elevated even after the crisis is resolved.

The only inflation hedge left here is Crypto. The trillions getting out of gold and Treasuries will flow into crypto soon. Let that sink in.

[BTFD before crypto blasts off!]
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