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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Bull Case
🚨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 altered…
🚨CHINA'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
🚨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 altered…
🚨TRUMP: 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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🚨US 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
🚨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 altered…
🚨US 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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🚨US-IRAN NEGOTIATIONS IN ISLAMABAD HAVE OFFICIALLY STARTED
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Bull Case
🚨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 altered…
🚨TRUMP 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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🚨CENTCOM: US FORCES START MINE CLEARANCE MISSION IN STRAIT OF HORMUZ; 2 US DESTROYERS TRANSITED THE SOH AS PART OF A BROADER MISSION TO ENSURE THE STRAIT IS FULLY CLEAR OF SEA MINES
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Bull Case
🚨TRUMP 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…
🚨ISRAEL EXPECTS US-IRAN NEGOTIATIONS TO COLLAPSE WITHOUT REACHING AN AGREEMENT -HAARETZ

Netanyahu is also about to speak in less than 2 minutes. Ignore all FUD coming from Israel and just BTFD if you're still sidelined.
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Bull Case
🚨ISRAEL EXPECTS US-IRAN NEGOTIATIONS TO COLLAPSE WITHOUT REACHING AN AGREEMENT -HAARETZ Netanyahu is also about to speak in less than 2 minutes. Ignore all FUD coming from Israel and just BTFD if you're still sidelined.
🚨NETANYAHU: CAMPAIGN NOT OVER. STILL HAVE MORE TO DO. IF WE DIDN'T LAUNCH OPERATION ROARING LION, IRAN WOULD HAVE HAD A NUCLEAR BOMB.

Netanyahu is one of the biggest losers in the war. This was never about Israel, it was always about Taiwan. Ignore all FUD coming from Israel.
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🚨BULLISH: GLOBAL RATE HIKE EXPECTATIONS MOVED HIGHER AFTER TARIFFS AND WAR, EXCEPT FOR THE US, NOW PRICED MORE DOVISH VS JAN 2025

Wait until they find out about Kevin Warsh and the AI led productivity boom.
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Bull Case
🚨CENTCOM: US FORCES START MINE CLEARANCE MISSION IN STRAIT OF HORMUZ; 2 US DESTROYERS TRANSITED THE SOH AS PART OF A BROADER MISSION TO ENSURE THE STRAIT IS FULLY CLEAR OF SEA MINES
🚨IRGC SAYS ANY MILITARY SHIPS ATTEMPTING TO CROSS THE SOH WILL BE MET WITH STRONG FORCE; EXPLICITLY DENIES CENTCOM REPORT

The IRGC also explicitly denied negotiations. Listen to CENTCOM, not the IRGC.
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Bull Case
🚨PREPARE FOR PUMP: NEW ROUND OF TRILATERAL NEGOTIATIONS BETWEEN IRAN, US AND PAKISTAN HAS BEGUN
🚨THIRD ROUND OF TRILATERAL TALKS HAS CONCLUDED, FOURTH ROUND IS TOMORROW; PAKISTAN HAS PUT FORWARD A PROPOSAL FOR JOINT PATROLS IN THE STRAIT OF HORMUZ.
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