🚨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.

🚨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.]

🚨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.

🚨BULLISH: TACO INDEX HITS ATH

The pressure on Trump to make a deal and end the war has never been higher.

🚨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.

🚨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!!]

🚨BTC MACD NEARING BULLISH CROSSOVER IN THE WEEKLY; YOU'RE NOT BULLISH ENOUGH!

🚨MORE BULLISH TACO: TRUMP PAUSES ENERGY PLANT DESTRUCTION FOR 10 DAYS UNTIL MONDAY, APRIL 6, 2026, AT 8 P.M. ET

*Trump: Talks are ongoing, going very well.

He is referring to the unofficial backchannel negotiations with the IRGC mediated by Qatar.

[The Iran crisis has peaked, BTFD!]

🚨BEARTARDS HAVE GONE FULL IDIOT SANDWICH BY PRICING 50% CHANCE OF RATE HIKE BY END OF YEAR (exclusive analysis by @bullcase)

Ten reasons why major TACO shocks are inbound and there will be no hikes:

*Bessent wants 10Y yields under 4.5%; Now: 4.40%
*Bessent wants 30Y yields under 5%; Now: 4.94%

In 2025, every single time yields approached those levels we saw TACO.

*Ongoing unofficial of negotiations via Qatar
*Ongoing official negotiations via Pakistan
*Fox News Poll: Trump -28 approval on Iran

There will be no boots on the ground, it's just a negotiation tactic. Trump has absolutely no room to escalate.

*Oil-to-copper ratio: 17 (Stagflation warning >25)
*Freight rejections at cycle high; if oil were hitting industrials, we'd see it here.

Inflation is far from becoming a problem.

There will be no hikes, only more cuts to run it hot. BTFD ASAP if you haven't yet.

🚨FED'S COOK: FOR LABOR MARKET AI CAN BE TRANSFORMATIVE; LABOR MARKET IS IN LOW HIRE LOW FIRE REGIME, AND IT'S TOUGH FOR THE YOUNGEST WORKERS

She's stuck in the 70s. Trump needs to get her out of the Fed.