Bull Case
π¨GOD 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 startβ¦
π¨US CPI: 3.3% VS 3.4% EXPECTATIONS
π5π2
Bull Case
π¨SAM 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 2026β¦
π¨I DON'T THINK PEOPLE UNDERSTAND HOW BULLISH THIS TAO SITUATION IS YET
A lot of people are trying to milk the FUD
A lot of people are trying to milk the FUD
π4π4π€‘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¨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]
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]
π€£6π1
Bull Case
π¨GOD 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 startβ¦
π¨BTC EXPLODES ABOVE 73K
40% of alts are still near ATLs, BTFD spot and chill.
40% of alts are still near ATLs, BTFD spot and chill.
π₯5πΎ2
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¨BLACKROCK JUST SENT 3,741 BTC ($272.5M) AND 41,075 ETH ($92.1M) FROM COINBASE PRIME INTO ITS INSTITUTIONAL STORAGE
π₯°4π2π1
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¨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
*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
β‘3π1
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¨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.
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.
π4π3π1π1π1
Bull Case
π¨WH ADVISOR HASSETT: THE FED SHOULD CUT AND STOP WORRYING ABOUT INFLATION, AI PRODUCTIVITY WILL PUT A LOT OF DOWNWARD PRESSURE ON IT. THAT'S WHAT'S GONNA HAPPEN WHEN MY FRIEND KEVIN WARSH GETS IN THERE. Crypto seems to be starting to front run Kevin Warsh'sβ¦
π¨US BUSINESSES ARE RAPIDLY ADOPTING ANTHROPIC PRODUCTS
π3π€―1πΎ1
Bull Case
π¨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 thatβ¦
π¨US AND IRANIAN NEGOTIATORS REACH DEADLOCK OVER STRAIT OF HORMUZ; IRANIAN NEGOTIATORS ARE REFUSING OPTIONS FOR "JOINT CONTROL" -FT
π1π1π
1
Bull Case
π¨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 thatβ¦
π¨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 is also about to speak in less than 2 minutes. Ignore all FUD coming from Israel and just BTFD if you're still sidelined.
π€3π2π1π₯1π1
Bull Case
π¨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.
π¨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.
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.
π5β€1π1π1
Bull Case
π¨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 thatβ¦
π¨PREPARE FOR PUMP: NEW ROUND OF TRILATERAL NEGOTIATIONS BETWEEN IRAN, US AND PAKISTAN HAS BEGUN
π3π€―1
Bull Case
π¨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
π¨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.
The IRGC also explicitly denied negotiations. Listen to CENTCOM, not the IRGC.
π€‘2π€¨2π1
Bull Case
π¨PREPARE FOR PUMP: NEW ROUND OF TRILATERAL NEGOTIATIONS BETWEEN IRAN, US AND PAKISTAN HAS BEGUN
π¨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.
π2π΄1
Bull Case
π¨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.
π¨JD VANCE TO SPEAK SOON LIVE FROM ISLAMABAD, PREPARE FOR PUMP
π₯1π1π1