Bull Case
ECB Official Olli Rehn: a rise in headline inflation this year is unavoidable. But, despite that, interest rate decisions are not locked in beforehand Inflation with no rate hikes is jet fuel for crypto. Crypto is an inflation hedge.
Germany's wholesale prices rose by 4.1% year-on-year in March, the fastest growth in over three years amid surging petroleum prices.
Maybe sell a painting or a statue and buy crypto if you're from Europe. Crypto will moon hard this year.
Maybe sell a painting or a statue and buy crypto if you're from Europe. Crypto will moon hard this year.
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Bull Case
π¨Metals have topped. 1.3 billion ounces of silver traded in the Shanghai morning session today. That's nearly 2x global annual mine supply. Shanghai premium crushed from $25 to $4.81. [In the coming weeks, trillions will rotate out of metals into crypto.β¦
During this war with Iran gold has been trading like a risk asset.
When gold trades like Bitcoin it means price action is driven entirely by speculation, not safeheaven status.
The debasement trade ended the moment Kevin Warsh was announced on January 31. That's when gold topped.
When gold trades like Bitcoin it means price action is driven entirely by speculation, not safeheaven status.
The debasement trade ended the moment Kevin Warsh was announced on January 31. That's when gold topped.
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Deutsche BΓΆrse takes a $200 million stake in Kraken, one of the largest direct investments by a legacy exchange into a crypto platform.
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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¦
Rakuten Wallet integrates XRP for 44 million Japanese users as both a listed asset and a payment method across its massive ecosystem of 5 million merchants nationwide.
Ripple is positioning for distribution. They're going to spend a lot on marketing and partnerships this year.
Ripple is positioning for distribution. They're going to spend a lot on marketing and partnerships this year.
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Zachxbt calls out Kucoin for facilitating over $13 million in illicit money laundering through 150 different KuCoin deposit addresses the past week alone. The money was tied to a fake Ledger app ($9.5m) and the Bitcoin Depot hack ($3.6m)
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Bull Case
πThe Iranian CenBank has warned President Pezeshkian that unless the current conditions change, because of the current war, inflation will reach 180% and 2 million people will become unemployed. The Iranian regime needs a deal and sanctions relief or itβ¦
Iran mulls pausing its Hormuz shipping to avoid derailing talks -Bloomberg
The Iranian regime needs a deal and sanctions relief or it will face complete economic disaster.
The Iranian regime needs a deal and sanctions relief or it will face complete economic disaster.
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Bull Case
Iran mulls pausing its Hormuz shipping to avoid derailing talks -Bloomberg The Iranian regime needs a deal and sanctions relief or it will face complete economic disaster.
TS Lombard: We stick to our view that this crisis will be resolved by the end of May at the latest. The Iran regime needs a deal for survival. For the US and the rest of the world the primary stake is avoiding a global recession.
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π¨Hearing for Kevin Warsh as Federal Reserve chair is re-scheduled for next week. Tim Scott says he is confident the DOJ will conclude its probe into Jerome Powell soon and expects the nomination to succeed.
Once Kevin Warsh is sworn in and starts cutting everything will go fugazi
Once Kevin Warsh is sworn in and starts cutting everything will go fugazi
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US March producer prices rose 0.5% monthly and 4.0% yearly, below forecasts of 1.1% and 4.6%
Bullish
Bullish
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According to Reuters, citing Pakistani and Iranian officials, trilateral US-Pakistan-Iran talks could resume later this week in Islamabad
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Bull Case
π¨Hearing for Kevin Warsh as Federal Reserve chair is re-scheduled for next week. Tim Scott says he is confident the DOJ will conclude its probe into Jerome Powell soon and expects the nomination to succeed. Once Kevin Warsh is sworn in and starts cuttingβ¦
Repeated corrections in its lawsuits have eroded judges' presumption of regularity, replacing it with deep skepticism toward the DOJ during the Trump era. -Bloomberg
Trump's DOJ has become a meme.
Trump's DOJ has become a meme.
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Bull Case
Iran mulls pausing its Hormuz shipping to avoid derailing talks -Bloomberg The Iranian regime needs a deal and sanctions relief or it will face complete economic disaster.
BTC taps $76k as traders price in Iran's growing willingness to end uranium enrichment before July.
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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¦
WH Sr. Adviser Hassett at it again: There is room for the Fed to cut.
Hassett's buddy Kevin Warsh is about to get confirmed as Fed Chair.
Hassett's buddy Kevin Warsh is about to get confirmed as Fed Chair.
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π¨Kevin Warsh, President Donald Trump's nominee for Fed chair, has disclosed assets with his wife Jane Lauder that total at least $192 million -Bloomberg
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π¨US CENTCOM: More than 10,000 US sailors, marines, and airmen, over a dozen warships, and dozens of aircraft are executing a mission to blockade ships entering and departing Iranian ports.
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IMF urges members to be prepared for market dysfunction, liquidity squeeze
That comes later, in 2027
That comes later, in 2027
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Iran has said there is still no agreement with the US -CNN
Funny how BTC still reacts to FUD coming from Iran. Me and you ain't selling but manipulators still try to milk it.
Funny how BTC still reacts to FUD coming from Iran. Me and you ain't selling but manipulators still try to milk it.
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Sec Wright on Iran blockade: We put the military pressure on Iran to degrade their capacities to menace the region, and now, we're going to put an economic squeeze on them, end their oil revenues from coming out of their country. This is the way to bring this conflict to an end.
Iran getting r*ped right now
Iran getting r*ped right now
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