🚨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.

🚨BULLISH: WSJ REPORTS TRUMP CONSIDERING DEPLOYING AN ADDITIONAL 10,000 GROUND TROOPS TO THE MIDDLE EAST

Btc still dumps on such rumors, incredible!

Trump has no room to escalate anymore. Both 10Y and 30Y yields sit within 10bps of Bessent's red line.

We're close to the end. We could see some more outrageous escalation FUD before the final TACO. Trump will try to milk his own FUD until the very end.

Take advantage of it to BTFD if you haven't yet!

🚨BULLISH FOR FULL TACO: TRUMP'S ECONOMIC APPROVAL HAS JUST FALLEN BELOW ALL BIDEN-ERA LEVELS

Treasury markets are still doing relatively fine. Sinking approval is Trump's real weakness. The big final TACO is coming very soon.

As soon as that final TACO happens crypto will rip.

🚨THE BULL CASE SIGNAL EVERYONE IS MISSING: 2Y YIELDS RALLYING ABOVE FED'S RATE MEANS BIG MONEY IS ABOUT TO FLOOD CRYPTO.

We pointed this out 10 days ago. It's getting more attention now, but most still don’t understand why 2Y yields matter.

When this cross over happens, the late cycle melt-up phase begins. It lasts until the Fed starts hiking.

In the chart above, when the Fed hikes the yellow line begins to move up.

The yellow line will stay flat or go lower throughout 2026. Because Powell won't hike and Kevin Warsh plans to cut.

Expect full blown fugazi from here until year end.

2021 was the test pump. 2026 is the real pump.

🚨IRAN-LINKED HACKERS CLAIM BREACH OF FBI DIRECTOR'S PERSONAL EMAIL

👀👀👀👀

[TACO soon, BTFD!]

🚨WHITE HOUSE OFFICIALS: NEGOTIATIONS WITH IRAN ARE MAKING PROGRESS -CBS REPORTER

Btc pumping on this tweet from 10 minutes ago

🚨TURKISH FOREIGN MINISTER: NEGOTIATIONS BETWEEN US AND TEHRAN HAVE STARTED

*Turkish Foreign Minister: US coordinating with us on negotiations with Iran.

🚨WITKOFF: TRUMP WANTS A PEACE DEAL; THINK THERE WILL BE IRAN MEETINGS THIS WEEK;