🚨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!]

🚨A CEASEFIRE FOR A PERIOD OF ONE MONTH WILL BE ANNOUNCED ACCORDING TO A MECHANISM THAT WITKOFF AND KUSHNER ARE WORKING ON - ISRAELI CHANNEL 12

Btc seems to be pumping on this.

[BTFD ASAP!!]

🚨MORE BULLISH CEASEFIRE REPORTS: US SEEKING MONTH-LONG CEASEFIRE TO DISCUSS 15-POINT AGREEMENT WITH IRAN -NYT

*The United States has delivered a 15-point plan to Iran to end the Middle East war, routed through Pakistan, whose army chief, Field Marshal Syed Asim Munir, acts as the key intermediary.

*US 15-point document demands no material to be enriched on iranian soil - Channel 12

*The plan addresses Iran’s ballistic missile and nuclear programs and maritime routes in the Strait of Hormuz.

*Pakistan offers to host talks if both sides agree

The market is struggling to price in these reports after weeks of fake ceasefires. The offer itself seems confirmed and it's still bullish even if Iran rejects it.

[Trump is folding, BTFD!]

🚨BULLISH: OPENAI SHUTS DOWN SORA AND DROPS VIDEO FEATURES FROM CHATGPT; DISNEY PULLS OUT OF $1BN DEAL

Jerome "Too Late" Powell is putting an artificial stupidity ceiling on CAPEX. Under ZIRP, OpenAI wouldn't be offering junk-bond-like guaranteed returns or cutting GPU spend.

There is no AI bubble.

Powell is starving the greatest productivity engine in history over inflation fears. Trump needs to fire him ASAP.

Kevin Warsh can't come soon enough!

Crypto will pump hard when markets learn to see through geopol FUD and understand Warsh will cut this year.

[BTFD now while crypto markets are still cold!]

🚨BULLISH: SPACEX PLANS TO FILE ITS IPO WITHIN THE NEXT TWO WEEKS; LISTING POSSIBLE AS SOON AS JUNE; COULD RAISE MORE THAN $75 BILLION

This is why Elon can't stop talking about building cities on the moon. He knows 2026 is the last exit and 2027 is too late.

Big money knows the Fed will run it hot this year. A lot of big IPOs coming.

[BTFD before more people figure out what's about to happen and crypto rips!]

🚨BULLISH: S&P GLOBAL US PMI POINTS TO BROAD GROWTH: MANUFACTURING AT MULTI-MONTH HIGHS, SERVICES EXPANDING, WITH IMPROVING CONFIDENCE, PROFITS, AND REAL WAGES. (S&P Global/Bloomberg)

This is a national 'running hot' signal because S&P Global PMI covers the entire US; Richmond PMI is just one region.

The reflation trade is going according to plan. Be paytient, things are about to get very interesting.

🚨BULLISH: THE US TRUCKING MARKET IS IN EXTREME TIGHTENING (7.66): REJECTIONS RISING, CAPACITY CONSTRAINED, SPOT DOMINATES

1. Liberation Day tariffs were meant to reshore manufacturing, and they worked. Freight doesn't lie, manufacturing has been expanding for months.

2. 2026 is the year to run it hot. When truckers say "No" that's the floor, shipping rates must go up. When shipping rates go up, the cost of everything goes up.

3. The Warsh Pivot: The Fed will look past inflation and cut this year, as Kevin Warsh bets AI driven productivity will offset costs.

[2026 is the year of blow off tops for crypto, BTFD!]

🚨TOM LEE'S BITMINE JUST BOUGHT ANOTHER 67,111 ETH WORTH $145M

He knows what's coming this year that's why he can't stop buying the dip.

ICYMI: Recently Bitmine also invested $200 million in Beast Industries, the company of YouTuber MrBeast.

Mr Beast generates 5 billion views per month, which is great for exit liquidity during a blow off top.

🚨BULLISH CONFIRMATION FROM MORGAN STANLEY: BIG MONEY HAS BEEN AGGRESSIVELY ROTATING INTO USD IN Q1 2026; WE'VE SEEN MASSIVE ETF INFLOWS SO FAR THIS YEAR, +$518B YTD, +30% VS LAST YEAR, 5X NORMAL

Large players were briefed by the CIA on a potential 2027 Taiwan crisis as early as 2023. They've known for years that the Fed would have to run it hot in 2026.

That's why they can't stop buying risk. 2026 is the last exit and 2027 is too late.

[BTFD ASAP!!]

🚨IRAN REJECTS CEASEFIRE OFFER; SOURCES SAY IRAN WILL NOT ACCEPT A CEASEFIRE OR ENTER TALKS WITH PARTIES THAT BREACHED AGREEMENTS: FARS NEWS

Trump will make them a better offer.

[If we dip, BTFD!]

🚨SUMMARY OF IRAN'S OFFICIAL RESPONSE TO THE US OFFER

Stalemate is bullish. Trump has got plenty that Iran wants. He can easily negotiate himself out of this.