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: 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!]
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!]
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Bull Case
🚨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…
🚨SOFTWARE INDEX IGV FALLS ~4% ON NEW AI AGENT RELEASES FROM ANTHROPIC AND AMAZON WEB SERVICES.
Kevin Warsh sees this as a sign that AI deflation is on track in software despite high rates.
AI driven productivity is widely blamed for SaaS's ~30% drop from its October high.
Now Warsh would want to see the same across all sectors, but high rates get in the way of AI adoption.
If Jerome "Too Slow" Powell dropped the 1970s playbook, AI would already be fueling a broad productivity boom.
Kevin Warsh will fix this.
[BTFD ASAP before everyone realizes what Warsh plans to do and crypto moons!]
Kevin Warsh sees this as a sign that AI deflation is on track in software despite high rates.
AI driven productivity is widely blamed for SaaS's ~30% drop from its October high.
Now Warsh would want to see the same across all sectors, but high rates get in the way of AI adoption.
If Jerome "Too Slow" Powell dropped the 1970s playbook, AI would already be fueling a broad productivity boom.
Kevin Warsh will fix this.
[BTFD ASAP before everyone realizes what Warsh plans to do and crypto moons!]
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Bull Case
🚨Metals have topped. 1.3 billion ounces of silver traded in the Shanghai morning session today. That's nearly 2x global annual mine supply. Shanghai premium crushed from $25 to $4.81. [In the coming weeks, trillions will rotate out of metals into crypto.…
🚨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!]
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!]
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Bull Case
🚨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!]
*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!]
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Bull Case
🚨SOFTWARE INDEX IGV FALLS ~4% ON NEW AI AGENT RELEASES FROM ANTHROPIC AND AMAZON WEB SERVICES. Kevin Warsh sees this as a sign that AI deflation is on track in software despite high rates. AI driven productivity is widely blamed for SaaS's ~30% drop from…
🚨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!]
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!]
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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: 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!]
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!]
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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: 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.
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.
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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: 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!]
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!]
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Bull Case
🚨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…
🚨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.
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.
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Bull Case
🚨LARGE INFORMED PLAYERS HAVE BEEN RISK ON SINCE LIBERATION DAY AND ARE INCREASING THEIR EXPOSURE FURTHER DURING THIS GEOPOL DIP. *March 2021: Admiral Davidson, head of US Indo-Pacific Command, testified before the Senate Armed Services Committee that a Chinese…
🚨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!!]
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!!]
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Bull Case
🚨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…
🚨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!]
Trump will make them a better offer.
[If we dip, BTFD!]
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Bull Case
🚨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.
Stalemate is bullish. Trump has got plenty that Iran wants. He can easily negotiate himself out of this.
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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…
🚨CCP'S TAIWAN OFFICE RELEASES A BARRAGE OF STATEMENTS: DETAILED 7-POINT PEACEFUL REUNIFICATION PITCH; ATTACKS PRESIDENT LAI AS PRO-JAPAN; REMINDS FORCE OPTION ALWAYS ON THE TABLE
This is a clear escalation in CCP's rhetoric which has gone from "unification is good" to "this is how unification is going to work".
And what if I don't like it? Then you get invaded.
[Translation: BTFD ASAP and sell when the blow off tops come later this year. This is the final year of the bull.]
This is a clear escalation in CCP's rhetoric which has gone from "unification is good" to "this is how unification is going to work".
And what if I don't like it? Then you get invaded.
[Translation: BTFD ASAP and sell when the blow off tops come later this year. This is the final year of the bull.]
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Bull Case
🚨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…
🚨BULLISH OECD REPORT ON IRAN CRISIS: US LESS STRUCTURALLY EXPOSED TO ENERGY SHOCK; US GDP SLOWS, INFLATION UP, BUT MUCH LESS THAN PEERS, SUPPORTED BY AI INVESTMENTS; ASIA, EUROPE HIT HARDEST; CALLS SHOCK BULLISH USD
Trump started this war because it is jet fuel for the 2026 reflation trade.
2021 was the test pump. The real one is coming this year.
Trump started this war because it is jet fuel for the 2026 reflation trade.
2021 was the test pump. The real one is coming this year.
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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: TURKEY'S CENTRAL BANK GOLD RESERVES SEE BIGGEST WEEKLY DROP SINCE AUG 2018, SELL ABOUT 22 TONNES LAST WEEK
Central Bank gold reserves have peaked and will be replaced with Treasuries again in the coming years.
Warsh killed the USD debasement hedge trade.
Central Bank gold reserves have peaked and will be replaced with Treasuries again in the coming years.
Warsh killed the USD debasement hedge trade.
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🚨BULLISH RUMOURS: TRUMP'S 'PRODUCTIVE TALKS' SAID TO REFER TO UNOFFICIAL US–IRGC BACKCHANNEL NEGOTIATIONS UNDERWAY VIA QATAR -SOURCES
*Qatar controls $6bn of frozen IRGC funds
*No Iranian strikes there since March 18
*Trump issued ultimatum on March 22, announced 'productive talks' on March 23
*Qatar started phased reopening on March 24
*The Qatari Foreign Ministry (MOFA) issued a statement on March 24 denying mediation. "No mediation" often means "no official mediation"
[Turbo reversal imminent, BTFD!!]
*Qatar controls $6bn of frozen IRGC funds
*No Iranian strikes there since March 18
*Trump issued ultimatum on March 22, announced 'productive talks' on March 23
*Qatar started phased reopening on March 24
*The Qatari Foreign Ministry (MOFA) issued a statement on March 24 denying mediation. "No mediation" often means "no official mediation"
[Turbo reversal imminent, BTFD!!]
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