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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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.
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Forwarded from NOVRIX
AI is not gonna stop, no one is ready for what’s about to come…

(thesis: rally, baby, rally)
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Bull Case pinned a photo
Trump: War should be over soon -Fox interview
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Bull Case
Trump: War should be over soon -Fox interview
Trump: China has not responded to the Strait of Hormuz blockade.
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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
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Iranian military threatens to halt all exports and imports in the Persian Gulf, Sea of Oman and Red Sea if the US continues its blockade

Ignore all FUD from Iran and BTFD
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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…
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🚨Florida Senator Rick Scott: I think blocking the Strait of Hormuz is fine from my standpoint. If no oil ever goes to China again, and their economy is destroyed, that would be a really wonderful day for me.

The deeper objective of the Iran war was always to reduce China's energy security. Xi plans to move on Taiwan in 2027, cutting his access to cheap oil makes that move much more costly.
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American diplomacy failed on Iran, Ukraine and Gaza because its diplomats are an amateur trio, veteran diplomats such as Aaron David Miller and Daniel Kurtzer say, giving Witkoff and Kushner an F and calling the administration’s diplomatic process a 'hot mess.' -Bloomberg
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Bull Case
🚨Florida Senator Rick Scott: I think blocking the Strait of Hormuz is fine from my standpoint. If no oil ever goes to China again, and their economy is destroyed, that would be a really wonderful day for me. The deeper objective of the Iran war was always…
Trump: China is very happy that I am permanently opening the SOG. President Xi will give me a big, fat, hug when I get there in a few weeks. Doesn't that beat fighting? BUT REMEMBER, we are very good at fighting, if we have to.
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Agentic AI flips CPU:GPU demand ratio in favor of CPUs

The Agentic AI era had to start before 2027. CPUs are not TSMC dependent.
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Iran's foreign ministry spokesperson: Reports about ceasefire extension are not confirmed
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Trump: No deal unless Iran gives up nuclear weapons
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Bull Case
Trump: No deal unless Iran gives up nuclear weapons
The US has not agreed to an extension of the ceasefire - Axios

This means Iran has 48h to make a deal. Bullish
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Bull Case
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.
US Treasury secretary Bessent: market tells me there has been no transfer from oil prices to inflation expectations

He is not wrong, 1Y breakevens are back to where they were before the war
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…
Hedge funds are rushing to close their short positions in US stocks at the fastest pace in over a decade

While Ben Cowen's followers keep adding more to their Bitcoin shorts
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Bull Case
🚨SOFTWARE FORWARD EARNINGS RISING STEADILY EVEN AS STOCKS CRUSHED BECAUSE OF AI INDUCED LAYOFFS, TRANSFORMATION RISK It's the AI led productivity boom, stupid. Fire your old employees first. Then replace them with AI literate ones. That's when profits go…
Fed's Hammack: inflation expectations look reasonably well contained; It's not clear right now what AI will do to economy; amid threats to Fed, focused on doing job

Please work harder, AI is a deflationary black hole. Every Fed official should know this by now
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Tether leads $134M investment in Stablecoin Development Corporation (SDEV) to accelerate mainstream stablecoin adoption.
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