Bull Case
π¨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 TACOβ¦
π¨WITKOFF: TRUMP WANTS A PEACE DEAL; THINK THERE WILL BE IRAN MEETINGS THIS WEEK;
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Bull Case
π¨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% *Bessentβ¦
π¨HOUTHIS THREATEN TO JOIN IRAN CONFLICT IF ALLIANCES JOIN US AND ISRAEL
Even bluff of escalation is risky now. The Houthis control the Bab el-Mandeb Strait. A dual blockade would be catastrophic.
There is only one thing left to do for Trump: TACO.
[BTFD before everything rips!]
Even bluff of escalation is risky now. The Houthis control the Bab el-Mandeb Strait. A dual blockade would be catastrophic.
There is only one thing left to do for Trump: TACO.
[BTFD before everything rips!]
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Bull Case
π¨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 alteredβ¦
π¨CHINA HAS STATIONED OVER 200 JETS-TURNED-DRONES AT BASES NEAR THE TAIWAN STRAIT, LIKELY TO BE USED IN THE OPENING PHASE OF AN ASSAULT ON TAIWAN; HIGH-SPEED INTERCEPTOR DRONES USED BY UKRAINE IN RUSSIA WOULD BE INEFFECTIVE AGAINST THEM
China will move on Taiwan in 2027 and the US knows it.
The deeper objective behind operations in Venezuela and Iran is cutting off China's access to cheap oil by 2027.
The deeper objective of US macroeconomic policy is to run the economy hot in 2026. Then unleash a strong dollar, QT, and sanctions in 2027, without triggering a domestic recession.
You have 12 months to make enough money to last through 2030. The worst bear market humanity has ever seen begins in 2027.
[BTFD now and sell when the blow off tops come later this year!]
China will move on Taiwan in 2027 and the US knows it.
The deeper objective behind operations in Venezuela and Iran is cutting off China's access to cheap oil by 2027.
The deeper objective of US macroeconomic policy is to run the economy hot in 2026. Then unleash a strong dollar, QT, and sanctions in 2027, without triggering a domestic recession.
You have 12 months to make enough money to last through 2030. The worst bear market humanity has ever seen begins in 2027.
[BTFD now and sell when the blow off tops come later this year!]
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Bull Case
π¨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 alteredβ¦
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π¨TOM LEE: BITCOIN IS STILL GOING TO $250,000 AND ETHEREUM TO $62,000
He's not wrong but nobody will believe him this time.
Tom Lee has always known the plan for 2026 is to run it hot. His 2025 calls were psy-op to throw off retail.
He's not wrong but nobody will believe him this time.
Tom Lee has always known the plan for 2026 is to run it hot. His 2025 calls were psy-op to throw off retail.
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Bull Case
π¨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.β¦
π¨$13.78B HAVE FLOWED INTO STABLECOINS SINCE GOLD TOPPED IN JANUARY; $5.6B SINCE THE IRAN WAR STARTED
Even the vicious WW3 FUD couldn't stop the rotation from metals into crypto.
Markets don't care about Iran, they are focused on Taiwan. China will move on Taiwan in 2027.
Trump's Warsh pick in January was the signal to sell gold and start rotating into crypto for the final melt up.
[Don't be scared to BTFD!]
Even the vicious WW3 FUD couldn't stop the rotation from metals into crypto.
Markets don't care about Iran, they are focused on Taiwan. China will move on Taiwan in 2027.
Trump's Warsh pick in January was the signal to sell gold and start rotating into crypto for the final melt up.
[Don't be scared to BTFD!]
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Bull Case
π¨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 hedgeβ¦
π¨BULLISH: THE CENTRAL BANK OF RUSSIA ALSO SOLD GOLD IN THE OPEN MARKET IN JAN-FEB, IT WAS THE FIRST TIME IN 25 YEARS
Central banks are dumping gold. Crypto beartards are selling crypto to buy gold. Make it make sense.
Everyone knows the weak dollar supercycle will end in 2027 when China moves on Taiwan.
For Warsh to perform his QT, the economy must be overheated first in 2026.
Risk assets will moon this year, BTFD and sell before 2027.
Central banks are dumping gold. Crypto beartards are selling crypto to buy gold. Make it make sense.
Everyone knows the weak dollar supercycle will end in 2027 when China moves on Taiwan.
For Warsh to perform his QT, the economy must be overheated first in 2026.
Risk assets will moon this year, BTFD and sell before 2027.
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Bull Case
π¨BULLISH: TRUMP IS 'WEIGHING A MILITARY OPERATION TO EXTRACT NEARLY 1,000 POUNDS OF URANIUM FROM IRAN' -WSJ *Trump also just told FT he is 'considering seizing strategic Kharg island' [TACO Tuesday is aftertomorrow, BTFD ASAP!]
π¨TRUMP SPEAKING LIVE TO REPORTERS ON AIRFORCE ONE TACO EXPRESS
*Trump: I think we will make a deal with them pretty soon. It is possible that we will not.
*Trump: Iran came back to us on 15-point plan
*Trump: we are going to asking for a couple of other things
*Trump on 15-point plan: Iran gave us most of the points
*Trump: I think we will make a deal with them pretty soon. It is possible that we will not.
*Trump: Iran came back to us on 15-point plan
*Trump: we are going to asking for a couple of other things
*Trump on 15-point plan: Iran gave us most of the points
π3π2πΎ2π€£1
Bull Case
π¨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 alteredβ¦
π¨THIS IS A GAMBLER'S PARADISE: TRUMP'S WAR HAS SENT THE ENTIRE WORLD SCRAMBLING FOR HIKES TO CONTAIN INFLATION; EXCEPT OF THE US WHERE CUTS ARE STILL EXPECTED
Global liquidity is about to flood into USD. The sophisticated Boomer Doomer take for this week will be that recession fears are holding down US inflation expectations.
*Nomura now anticipates two 25 bp Fed rate cuts in September and December.
*Tender rejection levels have broken 15% for the first time since 2022, as freight demand booms.
*Oil copper ratio 18.2
Hey boomer, is this recession in the room with us?
Everything will flow into USD. US inflation expectations will surge just enough to make sure everyone is forced to buy risk.
The Fed will see through surging inflation expectations because of the AI-led productivity boom.
The Fed will run it hot and crypto will moon hard!
[Ignore geopol. Ignore macro FUD. Just BTFD ASAP!]
Global liquidity is about to flood into USD. The sophisticated Boomer Doomer take for this week will be that recession fears are holding down US inflation expectations.
*Nomura now anticipates two 25 bp Fed rate cuts in September and December.
*Tender rejection levels have broken 15% for the first time since 2022, as freight demand booms.
*Oil copper ratio 18.2
Hey boomer, is this recession in the room with us?
Everything will flow into USD. US inflation expectations will surge just enough to make sure everyone is forced to buy risk.
The Fed will see through surging inflation expectations because of the AI-led productivity boom.
The Fed will run it hot and crypto will moon hard!
[Ignore geopol. Ignore macro FUD. Just BTFD ASAP!]
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Bull Case
π¨CALL TO ACTION: THE NEAR, RENDER, ROSE, ONDO, FETCH.AI AND KASPA FOUNDATIONS NEED TO URGENTLY STOP ANY PRICE SUPPRESSION. WE KNOW 2026 IS BULLISH, NOBODY IS GOING TO SELL YOU CHEAP TOKENS. THANK YOU FOR THE ATTENTION TO THIS MATTER! Our onchain sleuthsβ¦
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π¨BULLISH: ETHEREUM FOUNDATION STAKES RECORD $46 MILLION WORTH OF ETH: ONCHAIN DATA
Only two weeks ago, the Eth Foundation was in the news for selling 5,000 ETH to Bitmine mid war.
A lot of other Foundations followed the same script. They torched trust factors to milk the war FUD.
Today, the Eth Foundation is back to rebuilding trust and encouraging staking behavior. Others will follow.
[Translation: Manipulators are officially giving up and joining the bulls. BTFD!]
Only two weeks ago, the Eth Foundation was in the news for selling 5,000 ETH to Bitmine mid war.
A lot of other Foundations followed the same script. They torched trust factors to milk the war FUD.
Today, the Eth Foundation is back to rebuilding trust and encouraging staking behavior. Others will follow.
[Translation: Manipulators are officially giving up and joining the bulls. BTFD!]
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Bull Case
π¨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% *Bessentβ¦
π¨RATE HIKE ODDS BY EOY BACK TO 2% FROM 50%, RATE CUT ODDS UP TO 19.5% FROM 3%; TRADERS ARE BACK TO REALITY AFTER POWELL'S SPEECH
Last week, we warned that beartards had gone idiot sandwich. They were pricing in 50% chance of rate hike.
Today, Powell confirmed inflation is far from becoming a problem. Traders are now pricing 2% probability of rate hike by EOY.
[There will be no hikes this year, only cuts. BTFD before everything melts up!]
Last week, we warned that beartards had gone idiot sandwich. They were pricing in 50% chance of rate hike.
Today, Powell confirmed inflation is far from becoming a problem. Traders are now pricing 2% probability of rate hike by EOY.
[There will be no hikes this year, only cuts. BTFD before everything melts up!]
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Bull Case
π¨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 alteredβ¦
π¨TOM LEE'S BITMINE PURCHASED 71.1K ETHEREUM THIS PAST WEEK
He knows the Fed will run it hot and crypto is going to gyrate this year.
That's why he keeps buying.
He knows the Fed will run it hot and crypto is going to gyrate this year.
That's why he keeps buying.
π2π1π³1
Bull Case
π¨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 alteredβ¦
π¨BULLISH: BTC IS ABOUT TO CLOSE 6 STRAIGHT MONTHS RIGHT INTO Q2 2026 IN RED
Peace, inflation, more cuts: can't help but wonder what happens next. BTFD!
Peace, inflation, more cuts: can't help but wonder what happens next. BTFD!
π3π2β€1π1π€―1π€£1πΏ1
Bull Case
π¨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 alteredβ¦
π¨BULLISH: NAKAMOTO, THE BITCOIN TREASURY FIRM TIED TO TRUMP ADVISOR DAVID BAILEY, SOLD $20M OF BTC AT $70,422 VS. A $118,171 AVERAGE COST.
If you invested $100k in NAKA last year, today it would be worth $600.
[This PIPE scam is a prime example of the leverage being flushed, BTFD!]
If you invested $100k in NAKA last year, today it would be worth $600.
[This PIPE scam is a prime example of the leverage being flushed, BTFD!]
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Bull Case
π¨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 TACOβ¦
π¨TRUMP HAS PRIVATELY TOLD AIDES HE WOULD CONSIDER CONCLUDING THE IRAN WAR EVEN IF THE STRAIT OF HORMUZ REMAINS CLOSED -WSJ
He couldn't care less about SOH. The damage has been done.
Oil prices are up and are not going back to pre-war levels. Which means it'll be harder for China to sustain a long term military operation in Taiwan.
[BTFD before peace is announced and everything rips!]
He couldn't care less about SOH. The damage has been done.
Oil prices are up and are not going back to pre-war levels. Which means it'll be harder for China to sustain a long term military operation in Taiwan.
[BTFD before peace is announced and everything rips!]
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Bull Case
π¨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 alteredβ¦
π¨WARREN BUFFETT: STOCK VALUATIONS STILL AREN'T ATTRACTIVE; IF THERE IS A BIG MARKET DECLINE, BERKSHIRE WILL DEPLOY CASH; WE HAVE NORTH OF $350B IN CASH ON HAND
He is waiting for 2027 to buy stocks.
We're in the final sprint year of the bull market, BTFD before everything melts up!
He is waiting for 2027 to buy stocks.
We're in the final sprint year of the bull market, BTFD before everything melts up!
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1
Bull Case
π¨BULLISH: TRUMP IS 'WEIGHING A MILITARY OPERATION TO EXTRACT NEARLY 1,000 POUNDS OF URANIUM FROM IRAN' -WSJ *Trump also just told FT he is 'considering seizing strategic Kharg island' [TACO Tuesday is aftertomorrow, BTFD ASAP!]
π¨TRUMP: WILL BE 'HARD FOR ANYBODY TO REMOVE IRAN'S URANIUM
TACO Tuesday came in as expected.
TACO Tuesday came in as expected.
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1
Bull Case
π¨BULLISH: THE CENTRAL BANK OF RUSSIA ALSO SOLD GOLD IN THE OPEN MARKET IN JAN-FEB, IT WAS THE FIRST TIME IN 25 YEARS Central banks are dumping gold. Crypto beartards are selling crypto to buy gold. Make it make sense. Everyone knows the weak dollar supercycleβ¦
π¨BULLISH: TETHER FIRES TWO SENIOR GOLD TRADERS HIRED FROM HSBC JUST MONTHS AGO; NO EXPLANATION PROVIDED
Tether exiting gold already. Lutnick must have tipped them gold isn't coming back for a long time.
Tether exiting gold already. Lutnick must have tipped them gold isn't coming back for a long time.
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