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.
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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
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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
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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.
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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.
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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.
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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.
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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
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Bull Case
π¨JD VANCE TO SPEAK SOON LIVE FROM ISLAMABAD, PREPARE FOR PUMP
π¨JD VANCE: IRANIAN SIDE HAS 'CHOSEN NOT TO ACCEPT OUR TERMS'
Btc dumping on this, BTFD! Trump (or Iran) will make more concessions
Btc dumping on this, BTFD! Trump (or Iran) will make more concessions
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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¨$316BN LIQUIDATED FROM THE CRYPTOCURRENCY MARKET IN THE PAST 24 HOURS
Fell for it again award to the beartards who sold because of Vance.
Ignore FUD and BTFD spot!
Manipulators and those who fall for it can't liquidate you if you hold spot.
Fell for it again award to the beartards who sold because of Vance.
Ignore FUD and BTFD spot!
Manipulators and those who fall for it can't liquidate you if you hold spot.
π€£3π2π€‘2
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¨ZCASH SURGED 59% THIS WEEK AS QUANTUM RESISTANCE NARRATIVE SPREADS; ZEC DOESN'T RELY ON THE ECDSA SCHEME AT THE CENTER OF GOOGLE'S WARNING; ZEC USES ZERO-KNOWLEDGE PROOF SYSTEMS THAT SIT OUTSIDE THAT VULNERABILITY
Zcash should fly above $1k this year.
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
Zcash should fly above $1k this year.
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
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¨THE ENTIRE US DELEGATION HAS LEFT ISLAMABAD, TALKS WILL STILL RESUME; TRUMP IS IN AN EXTREMELY WEAK NEGOTIATING POSITION; BEST HE CAN DO IS ASK HIS DELEGATION TO LEAVE ISLAMABAD. HE CANNOT GO BACK TO WAR. HE CANNOT NUKE IRAN.
Prepare for pump. Ignore all the back to war FUD coming from China and Israel.
Prepare for pump. Ignore all the back to war FUD coming from China and Israel.
π4π€‘2π1π1
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¨TRUMP: NATO NOW WANTS TO HELP REGARDING THE STRAIT OF HORMUZ AND BELIEVES THAT MANY COUNTRIES WILL HELP US IN CLOSING THE STRAIT.
π€‘9
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¨BULLISH: TRUMP: NAVY WILL INTERDICT EVERY VESSEL IN INTERNATIONAL WATERS THAT PAID A TOLL TO IRAN
Prepare for pump. These brain farts are bullish, they show Trump cannot go back to war.
Prepare for pump. These brain farts are bullish, they show Trump cannot go back to war.
π3π©3π1π€‘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¨TRUMP: AS BIBI NETANYAHU SAID, WE'RE THE BIG BROTHER AND THEY'RE THE SMALL BROTHER
Trump and Bibi are the biggest losers in this ordeal. They can't go back to war and they know it. The madman act is all Trump has left.
Trump and Bibi are the biggest losers in this ordeal. They can't go back to war and they know it. The madman act is all Trump has left.
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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¨DOOR FOR DIPLOMACY WITH IRAN REMAINS OPEN DESPITE DEFIANT STATEMENTS, SECOND ROUND COULD BE HELD WITHIN DAYS - WSJ CITES OFFICIALS
Nobody is going back to war, BTFD!
Nobody is going back to war, BTFD!
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