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!]
π5π3π1π€―1π1
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!
πΎ2π1π
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.
π€£3π2π
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.
π₯2π©2π1π1
Bull Case
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!
π¨GLOBAL LONG SHORT RATIO IS AT ITS LOWEST LEVEL IN 15 YEARS
We're walking into Q2 2026 with the lowest L/S ratio in 15 years and 6 straight red months for BTC.
Can you guess what happens next?
We're walking into Q2 2026 with the lowest L/S ratio in 15 years and 6 straight red months for BTC.
Can you guess what happens next?
π4π2π2
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¨OTHERS/BTC ABOUT TO CLOSE THE THIRD MONTH IN A ROW IN GREEN
The biggest alt season ever is coming.
The biggest alt season ever is coming.
β‘7β€3π€―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: BLOOMBERG'S WORLD INFLATION FORECAST BLASTS THROUGH LIBERATION DAY HIGH
Inflation expectations are the best predictor of alt season.
The plan for 2026 is to run it hot. Crypto will moon because cypto is an inflation hedge.
Inflation expectations are the best predictor of alt season.
The plan for 2026 is to run it hot. Crypto will moon because cypto is an inflation hedge.
π₯3β€1π1π1
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: A DUMB WHALE WAS JUST CAUGHT APING $52M INTO ETH TODAY
It spent $52M across different exchanges to fund its position and withdrew everything right away.
Smart whales accumulate without anyone noticing. This is a dumb whale likely panic buying after learningChina plans to move on Taiwan in 2027 and 2026 is the final exit pump year.
It spent $52M across different exchanges to fund its position and withdrew everything right away.
Smart whales accumulate without anyone noticing. This is a dumb whale likely panic buying after learning
π€£5π3π₯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¨WAR? WHAT WAR? EVERYTHING JUST CAME IN HOT AF
Recession bros on suicide watch.
*US ADP March private employment rises 62k; est. +40k
*Retail Sales up 0.6% in February. Forecast was 0.5%. Last month was negative 0.1%.
*Core Retail Sales up 0.5%. Forecast was 0.3%. Last month was flat at 0.0%.
There will be no hikes in 2026, only more cuts.
[They will run it hot and crypto will moon, BTFD!]
Recession bros on suicide watch.
*US ADP March private employment rises 62k; est. +40k
*Retail Sales up 0.6% in February. Forecast was 0.5%. Last month was negative 0.1%.
*Core Retail Sales up 0.5%. Forecast was 0.3%. Last month was flat at 0.0%.
There will be no hikes in 2026, only more cuts.
[They will run it hot and crypto will moon, BTFD!]
π5π2π»2π₯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¨ BULLISH: THE US TREASURY HAS OFFICIALLY BEGUN ROLLING OUT RULES FOR THE GENIUS ACT, THE FIRST FEDERAL STABLECOIN LAW IN AMERICAN HISTORY.
This cycle, stablecoins will act as an unprecedented liquidity flywheel. The flow of global liquidity into USD fueled by global hyperinflation will be made much easier by stablecoins.
The GENIUS Act makes sure this liquidity stays in crypto.
Holding money in stablecoins may become safer than holding them in a bank. Because GENIUS eliminates fractional reserve risk.
[BTFD ASAP before everything rips!]
This cycle, stablecoins will act as an unprecedented liquidity flywheel. The flow of global liquidity into USD fueled by global hyperinflation will be made much easier by stablecoins.
The GENIUS Act makes sure this liquidity stays in crypto.
Holding money in stablecoins may become safer than holding them in a bank. Because GENIUS eliminates fractional reserve risk.
[BTFD ASAP before everything rips!]
π2π€―2πΎ2π1
Bull Case
π¨ BULLISH: THE US TREASURY HAS OFFICIALLY BEGUN ROLLING OUT RULES FOR THE GENIUS ACT, THE FIRST FEDERAL STABLECOIN LAW IN AMERICAN HISTORY. This cycle, stablecoins will act as an unprecedented liquidity flywheel. The flow of global liquidity into USD fueledβ¦
π¨DEDOLLARISATION? WHAT DEDOLLARISATION? IRGC ACCEPTS STABLECOINS FROM SHIPS CROSSING THE STRAIT OF HORMUZ -BLOOMBERG
Iran regime change: Complete.
[BTFD before everything rips!]
Iran regime change: Complete.
[BTFD before everything rips!]
π€―4π2π€‘2π₯1π1
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¨ METAPLANET JUST BOUGHT 5075 BTC FOR $424M
π2π1π€―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¨BULLISH: 3 CRYPTO MANIPULATORS ARRESTED IN SINGAPORE, 7 MORE CHARGED BY DOJ
Foundations that buy price suppression services from MMs are in disbelief:
The charges stem from Operation Token Mirrors, an FBI and IRS undercover operation in which federal agents created their own cryptocurrency tokens to expose market manipulation services. The firms allegedly acted as both buyer and seller to fake trading volume, inflate prices, then dump on unsuspecting investors.
[Bulls are winning on every level, BTFD ASAP!]
Foundations that buy price suppression services from MMs are in disbelief:
The charges stem from Operation Token Mirrors, an FBI and IRS undercover operation in which federal agents created their own cryptocurrency tokens to expose market manipulation services. The firms allegedly acted as both buyer and seller to fake trading volume, inflate prices, then dump on unsuspecting investors.
[Bulls are winning on every level, BTFD ASAP!]
π€―4π1π1
Bull Case
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 weekβ¦
π¨JPMORGAN IS SCOOPING UP BONDS HIT BY HIGHER INFLATION EXPECTATIONS -BLOOMBERG
Rising inflation expectations today are based on models from the 70s.
1. The US economy is much less oil dependent today than it used to be.
2. AI is a deflationary black hole that is just getting started.
When you put those two together, the pass through from higher oil prices to PCE is far from certain. In fact, those who rarely lose money are betting on the opposite.
Inflation expectations are overblown and the Fed will cut later this year.
[They'll run it hot and everything will moon, BTFD!]
Rising inflation expectations today are based on models from the 70s.
1. The US economy is much less oil dependent today than it used to be.
2. AI is a deflationary black hole that is just getting started.
When you put those two together, the pass through from higher oil prices to PCE is far from certain. In fact, those who rarely lose money are betting on the opposite.
Inflation expectations are overblown and the Fed will cut later this year.
[They'll run it hot and everything will moon, BTFD!]
β€2π1π1π1
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¨BULLISH: WTI OIL RECLAIMS $112/BARREL HEADLINE HAS GONE VIRAL, OIL-TO-COPPER RATIO STILL UNDER 25
Bears are falling for it again.
We're scooping up their bags for cheap before they realize what's happening.
Bears are falling for it again.
We're scooping up their bags for cheap before they realize what's happening.
π€£4π3
Bull Case
π¨BULLISH: WTI OIL RECLAIMS $112/BARREL HEADLINE HAS GONE VIRAL, OIL-TO-COPPER RATIO STILL UNDER 25 Bears are falling for it again. We're scooping up their bags for cheap before they realize what's happening.
π¨OIL-TO-COPPER RATIO: 20.3
We're officially in the stagflation warning zone. This will get Bessent to work to deescalate. Expecting some bullish Truth post from Trump soon.
[BTFD ASAP!!]
We're officially in the stagflation warning zone. This will get Bessent to work to deescalate. Expecting some bullish Truth post from Trump soon.
[BTFD ASAP!!]
π€£3πΎ3π2
Bull Case
π¨BULLISH: WTI OIL RECLAIMS $112/BARREL HEADLINE HAS GONE VIRAL, OIL-TO-COPPER RATIO STILL UNDER 25 Bears are falling for it again. We're scooping up their bags for cheap before they realize what's happening.
π¨BULLISH: PROTOCOL BEING DRAFTED BY IRAN, OMAN FOR TRAFFIC THROUGH HORMUZ
Oil dumped, Bitcoin pumped on this.
[You're being played, stop listening to FUD and BTFD!]
Oil dumped, Bitcoin pumped on this.
[You're being played, stop listening to FUD and BTFD!]
πΏ3π1π―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¨FRAUD HUNTER CARSON BLOCK IS SHORTING CORPORATE CREDIT ETFS BETTING HEAVY ON AI INDUCED UNEMPLOYMENT
He has got it backwards. AI is a disinflationary black hole.
Block should be loading up on crypto instead of shorting boomer ETFs.
Kevin Warsh gets AI, he will cut rates this year and everything will go fugazi.
[BTFD before bears figure this out and start aping!]
He has got it backwards. AI is a disinflationary black hole.
Block should be loading up on crypto instead of shorting boomer ETFs.
Kevin Warsh gets AI, he will cut rates this year and everything will go fugazi.
[BTFD before bears figure this out and start aping!]
π€―4π1π1π1