Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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๐ŸšจBTC FLIES BACK ABOVE 72K ON NEWS THAT TRUMP ASKED NETANYAHU TO STAND DOWN; NETANYAHU HAS SAID HE WILL OPEN NEGOTIATIONS WITH LEBANON

Even Netanyahu has to toe the line and stand down.

The 2026 bull market is a matter of national security. Nothing can stop it.

40% of alts are still at ATLs. Buy spot now, sell later when blow off tops come.

Everything must run hot this year to set the stage for 2027.

When China attacks Taiwan in 2027, the tomaHAWK side of Kevin Warsh will come out.
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Bull Case
๐Ÿšจ2026 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 alteredโ€ฆ
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๐ŸšจGOD CANDLE IN THE MAKING: TOMORROW WE GET MARCH CPI AT 8:30ET

If hot: the Fed will look through and still cut.

Bullish on the inflation hedge trade.

If cold: Warsh's AI led productivity boom narrative picks up steam.

Bullish because markets will start pricing in more cuts.

Hope that helps.
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Bull Case
๐Ÿšจ2026 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 alteredโ€ฆ
๐ŸšจCHINESE HYBRID WARFARE ATTACKS ON TAIWAN INTENSIFIED IN Q1 2026

*Taiwan logged more than 170M cyber attack attempts in Q1, the highest quarterly volume of cyber attacks ever recorded

*Multiple reports that China ramped up "indirect channels" to recruit top engineering talent from the TSMC ecosystem to circumvent international technology restrictions

*Four subsea cable sabotage incidents involving fishing or cargo vessels were recorded around Taiwan

*China announced a 40-day offshore airspace closure around Taiwan with no explanation, mimicking a "soft blockade"

China will move on Taiwan in 2027 and the US knows it.

This is why US macro policy aims to run the economy hot in 2026, before pivoting in 2027 to a strong dollar, QT, aggressive rate hikes, and sanctions.

BTFD now and sell when the blow off tops come later this year. That's literally all you've to do to survive WW3.
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Bull Case
๐ŸšจCHINESE HYBRID WARFARE ATTACKS ON TAIWAN INTENSIFIED IN Q1 2026 *Taiwan logged more than 170M cyber attack attempts in Q1, the highest quarterly volume of cyber attacks ever recorded *Multiple reports that China ramped up "indirect channels" to recruitโ€ฆ
๐ŸšจXI MEETS TAIWANESE OPPOSITION LEADER; STATES REUNIFICATION IS A HISTORICAL INEVITABILITY

*Xi: No matter what the international situation is ...the great tide of cross-strait compatriots drawing closer and coming together will not change. This is a historical inevitability

90% in Taiwan are against peaceful unification.
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Bull Case
๐ŸšจXI MEETS TAIWANESE OPPOSITION LEADER; STATES REUNIFICATION IS A HISTORICAL INEVITABILITY *Xi: No matter what the international situation is ...the great tide of cross-strait compatriots drawing closer and coming together will not change. This is a historicalโ€ฆ
๐ŸšจWSJ: CHINA URGED IRAN TO JOIN US TALKS DURING THE WAR TO BUILD LEVERAGE AHEAD TRUMP'S VISIT WHERE XI MAY PUSH TRUMP TO SOFTEN US STANCE ON TAIWAN AND ACCEPT CHINA'S REUNIFICATION POSITION.

lol
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๐ŸšจSAM DARE IS LITERALLY A NIGERIAN SCAMMER. EVEN HIS NAME IS FAKE. BTFD AND IGNORE FUD. TAO IS PRIMED TO SHINE THIS YEAR

You can't blame Const for rotating into TAO here. If SCAM DARE was honest and planning to build he would have kept building through 2026 with something to show for later this year when big money will start rotating back into subnets.

Take advantage of this dip to get some cheap TAO.

Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
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Bull Case
๐Ÿšจ2026 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 alteredโ€ฆ
๐ŸšจUS CORPORATE PROFITS HIT NEW RECORD HIGH DESPITE TARIFFS, HIGHER COSTS, HIGHER RATES, WAR.

The AI led productivity boom is not just a narrative, it's real. Kevin Warsh knows it.

We're about to witness one of the largest melt ups in financial history.
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Bull Case
๐ŸšจSOFTWARE 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 fromโ€ฆ
๐ŸšจSOFTWARE FORWARD EARNINGS RISING STEADILY EVEN AS STOCKS CRUSHED BECAUSE OF AI INDUCED LAYOFFS, TRANSFORMATION RISK

It's the AI led productivity boom, stupid.

Fire your old employees first. Then replace them with AI literate ones. That's when profits go fugazi.

We're about to witness one of the largest melt ups in financial history. BTFD!
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Bull Case
๐Ÿšจ2026 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 alteredโ€ฆ
๐ŸšจCHINA'S FED GOVERNOR PAN MEETS RAY DALIO

If you're in Yuan, pivot to Bitcoin.

China is desperate to project an image of "business as usual" and "Yuan stability" to prevent a massive capital flight before any conflict begins.
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Bull Case
๐Ÿšจ2026 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 alteredโ€ฆ
๐ŸšจTRUMP: WORLD'S MOST POWERFUL RESET

He is not wrong.

2027 is the year of synchronization of clocks. If you ain't with US, you're against US.

[2026 is the final exit year, BTFD before everything implodes in 2027 when China moves on Taiwan]
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๐ŸšจUS CONSUMER 1Y INFLATION EXPECTATIONS INCREASED TO 4.8% IN MARCH DUE TO IRAN WAR

This consumer inflation scare is jet fuel for crypto.

Crypto is an inflation hedge.

[BTFD before consumers start bettings their salaries on shitcoins!]
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Bull Case
๐Ÿšจ2026 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 alteredโ€ฆ
๐ŸšจUS URGES BEIJING TO CEASE MILITARY, DIPLOMATIC AND ECONOMIC PRESSURE AGAINST TAIWAN - STATE DEPARTMENT

*Meaningful exchanges should focus on dialogue between Beijing and Taiwan's democratically elected authorities without precondition -State Department

*The US opposes unilateral changes to the status quo from either side -State Department
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๐ŸšจUS-IRAN NEGOTIATIONS IN ISLAMABAD HAVE OFFICIALLY STARTED
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Bull Case
๐Ÿšจ2026 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 alteredโ€ฆ
๐ŸšจTRUMP WILL GIVE A BETTER DEAL, AND BIGGER CONCESSIONS TO IRAN THAN BLOOMBERG TRADERS ARE PRICING IN (exclusive analysis by @bullcase)

For the US security apparatus, Iranian sanctions are no bueno today.

Sanctioning Iranian oil creates a supply glut that flows straight into China at a discount. China uses that oil to bolster its energy security.

That is bad for Taiwan, the world's top producer of advanced chips.

To make a Taiwan blockade more costly for China, the security apparatus in Washington needs to permanently stop the flow of cheap oil to China.

Lifting sanctions and letting Iran charge a toll through the SOH, is more likely than markets are pricing in.

But wouldn't lifting sanctions create a massive deflationary force? On paper, yes. But the reality on the ground is that the physical infrastructure damage from the last six weeks of warfare has fundamentally altered the supply ceiling.

BTFD and ignore FUD coming from China and Israel about no deal.

The only thing that matters is Taiwan.
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