🚨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!]

🚨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 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!]

🚨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!]

🚨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!]

🚨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!]

🚨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.

🚨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!]

🚨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!]

🚨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!]

🚨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!]

🚨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!]

🚨GOOLSBEE: REMAIN OPTIMISTIC THAT BY THE END OF 2026 RATES COULD GO DOWN, BUT NEED PROOF ON INFLATION

*Miran: still projecting four rate cuts for 2026

Even Golsbee (non voter) is leaning dovish after dissenting in December.

Warsh, Miran, Bowman, Paulson and Waller are dovish for 2026. That's already 5 out of the 6 votes needed to cut in Warsh's Fed.

Translation: The FOMC will stick to the plan and vote to cut more in 2026. They will run it hot and crypto will moon.

When China moves on Taiwan in 2027 Warsh will come out as a TOMA-hawk and then the bull market will end.

[Ignore Trump and BTFD before everything rips! Trump is the chief manipulator]

🚨TRUMP ON IRAN: WILL TALK TODAY PROBABLY BY PHONE; HOPE TO MEET SOON;

*TRUMP: US TALKED TO IRANIAN TOP RESPECTED LEADER

*TRUMP: THEY WANT TO MAKE A DEAL, WE WANT TO MAKE A DEAL TOO

[Trump is taking TACO to another level, BTFD ASAP!]

🚨THE FED IS CHOKING THE GOLDEN GOOSE: OPENAI OFFERING PE A GUARANTEED MINIMUM RETURN OF 17.5%, AS WELL AS EARLY ACCESS TO MODELS NOT YET IN PUBLIC RELEASE

This is a great example of the distortions caused by Powell's Fed. OpenAI shouldn't have to guarantee 17.5% return to secure funding for a distribution that could slash costs by 50% for its customers.

This is why Kevin Warsh wants to cut rates this year. The Fed needs to get out of AI's way ASAP.

🚨BULLISH: CRYPTO FEAR AND GREED 11

Foundations are actively trying to milk the geopol FUD by torching their own trust factors. No marketing, falling volumes, fewer Github updates and more FUD.

Insiders know this is the year of the blow off tops. They're trying to shake out as many holders as possible.

[Don't fall for it, BTFD!]

🚨TRADERS REPORT CRYPTO ROTATION SIGNAL FROM GOLD INTO BITCOIN

We warned you that metals topped in late January, when Warsh was announced. In this environment there is simply nowhere else to go for big money.

The only inflation hedge now is crypto.

The 2026 reflation thesis is starting to bleed into the mainstream, but we're still very early.

[BTFD ASAP before more traders wake up!]

🚨IRAN ALLOWS THE KINGDOM OF SPAIN TO USE THE STRAIT OF HORMUZ WITH COMPLETE FREEDOM WITHOUT RESTRICTIONS OR BARRIERS THAT IMPEDE THE MARITIME NAVIGATION OF SPANISH SHIPS AND TANKERS.

Spain has just shown the world how to open the Strait of Hormuz on your own.

[Ignore all Iran FUD and BTFD!]