Bull Case
744 subscribers
1.77K photos
79 videos
144 links
Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
Download Telegram
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…
Kraken co-CEO Arjun Sethi confirmed Kraken has confidentially filed for a US IPO at $13.3B valuation. Kraken had initially targeted a Q1 2026 listing but pushed back the timeline amid Iran tensions.
🌚2πŸ‘Ž1πŸ”₯1
Bull Case
🚨UPCOMING FED CHAIR KEVIN WARSH: WE'RE IN THE EARLY INNINGS OF A STRUCTURAL DECLINE IN PRICES In 2026 Warsh will send everything fugazi with his AI-led productivity boom thesis. [BTFD before everything rips!]
Hassett on AI: It is raising the productivity of small and large businesses.

The AI led productivity boom thesis is about to go mainstream. Most still have no idea how dovish Warsh is going to be this year.
🌚3
Bull Case
Hassett on AI: It is raising the productivity of small and large businesses. The AI led productivity boom thesis is about to go mainstream. Most still have no idea how dovish Warsh is going to be this year.
1-year breakevens fell back to pre war levels last week. Breakevens reflect 1-year inflation expectations priced in by those holding US gov debt.

For now, big money is buying back into the official "inflation is under control" narrative.
😈3
Only 6.5% of US adults reported cryptocurrency sales to the IRS -Bloomberg

I read the full article and it's not as bad as they make it.

Between 12% and 21% of US adults had owned cryptocurrency at some point through 2021, Menzer and his colleagues found that only 6.5% reported cryptocurrency sales to the IRS


That means close to 40% of degens reported their sales to the IRS.

Full article for those who want to read it for free: https://archive.ph/20260414211006/https://www.bloomberg.com/news/newsletters/2026-04-14/crypto-bros-appear-to-be-dodging-reporting-sales-to-the-irs#selection-1605.50-1605.223
❀2😁1πŸ•Š1🀣1
Bull Case
The US will not renew sanctions waiver on Iranian oil -Reuters Another huge L for the IRGC.
Deep divisions within Iran's negotiating team led them to abandon talks with the US in Islamabad and return to Tehran on 11/04, following an order from the country's top security official - Iran international
πŸ’©2πŸ‘1🀑1πŸ₯΄1
The SEC today approved FINRA's proposed change which replaces the fixed $25,000 requirement with a real time margin system. Retail no longer needs $25,000 to day trade. They just need enough margin to cover the actual risk of their open positions.
πŸ”₯2🀯1
Societe Generale USD stablecoin CoinVertible is now available on MetaMask thanks to a partnership with Consensys
πŸ‘Œ2
Bull Case
The US will allow the temporary waiver of sanctions on Iranian oil on the sea to expire this week - two US officials. Btc dumping again on this. Just like with tariffs, they will sign a peace deal only when markets stop reacting to news about negotiations.
Ali Nikzad, Deputy Speaker of Iran's Parliament: Revenge for Khamenei's killing will certainly be taken. No negotiations regarding enrichment are acceptable. We stand alongside the "oppressed nations and resistance forces" in Lebanon, Yemen, Iraq, and Syria

Btc did a mini dump to $73.9k on this
🀯3🀑1
Businesses bought the BTC dip through the Iran war dump while retail sold.

This is how the crooked financial media works. They drop hit pieces for a whole quarter then once the big boys get a good fill they tell you the real story
🀣4😁2πŸ™ˆ2
🚨US to begin tariff refund claims with interest from April 20, $127B eligible out of the $166B are eligible
🍾1
Iran to use alternative ports to bypass US Strait of Hormuz blockade

Do they mean the Caspian Sea ports?
Billionaire Winklevoss twins dropped $41M on Bitcoin -Arkham
🌚3πŸ”₯1
Bull Case
Ali Nikzad, Deputy Speaker of Iran's Parliament: Revenge for Khamenei's killing will certainly be taken. No negotiations regarding enrichment are acceptable. We stand alongside the "oppressed nations and resistance forces" in Lebanon, Yemen, Iraq, and Syria…
US sending thousands of additional troops to the Middle East, including 6000 aboard the USS George H.W. Bush and 4200 with a Boxer Amphibious Ready Group, with more deployments expected
😈3
ETH wallets holding 0.01 ETH or less have offloaded 1,791 ETH in just two days

Shrimps are fading the rally already for 5% gains lmao
🀣11
Pakistani CenBank ends crypto ban. Now regulated entities can offer banking services to licensed VASPs under strict AML/CFT rules

Everyone will come on board for the 2026 bull market.
😈3
Forwarded from NOVRIX
AI is not gonna stop, no one is ready for what’s about to come…

(thesis: rally, baby, rally)
πŸ”₯1🀯1
Bull Case pinned a photo
Trump: War should be over soon -Fox interview
🀑1🀨1
Bull Case
Trump: War should be over soon -Fox interview
Trump: China has not responded to the Strait of Hormuz blockade.
😐1
Bull Case
Trump: China has not responded to the Strait of Hormuz blockade.
Trump exchanged letters with Chinese counterpart Xi Jinping, suggesting the move was motivated by concerns over Beijing providing weapons to Iran -Bloomberg
🀣2