Bull Case
745 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
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
😈3🌚2
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
🀣5πŸ‘Œ1
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
😁2
Tether leads $134M investment in Stablecoin Development Corporation (SDEV) to accelerate mainstream stablecoin adoption.
🌚4🀯2
Starbucks customers can now customize, order drinks via ChatGPT

Starbucks baristas to file a class action suit over third party harassment. This is how NOT to use AI lmao
🀣3
IMF: Credible, well-sequenced fiscal adjustment is urgently needed across all country groups.
🀑2
Bull Case
Ondo has asked the SEC for approval to treat blockchain records as official ownership records for tokenized securities on Ethereum through its Ondo Global Markets platform. If approved, Ethereum becomes a true settlement layer for RWAs. Ondo accounts for…
Ondo tokenized stocks and ETFs launch on Deutsche BΓΆrse backed 360X platform for Clearstream-enabled custody, settlement, and collateralization for institutional workflows across the EU and EEA.

This means an institutional bank in Germany or France can hold Ondo tokens, or use them as collateral, in the same way they hold traditional government bonds or stocks. Bullish ONDO.

Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
πŸ‘Œ5πŸ”₯2πŸ‘1🀯1
Chicago Federal president Austan Goolsbee says public may 'misinterpret' price rises as persistent - FT
🀯1
Bull Case
Chicago Federal president Austan Goolsbee says public may 'misinterpret' price rises as persistent - FT
Golsbee: If we're going to have high oil prices, we may start seeing consumer inflation expectations rising notably

Golsbee is a non voter but this is a good read for 2026. Consumer inflation expectations will go up, yet the Fed will still cut to fuel the AI led productivity boom.
πŸ‘Œ2πŸ•Š1
🚨US and Iran are weighing a two week extension of their ceasefire
🌚2🀯1πŸ‘Œ1
Bull Case
🚨US and Iran are weighing a two week extension of their ceasefire
China backs Iran in safeguarding its national dignity, and supports ceasefire and negotiation momentum. Iran's rights over the Strait of Hormuz should be respected. - China's Foreign Minister Wang Yi in a call with Iran's Foreign Minister

Subtext: China's rights over Taiwan should be respected.
😁2🀑1
Tether's Gold XAUT listed on Revolut, bringing tokenized gold to millions of retail users. Each token is backed 1:1 by physical gold held in secure Swiss vaults and integrated directly into the platform's everyday financial tools.
πŸ”₯2πŸ₯΄2
Bull Case
🚨US and Iran are weighing a two week extension of their ceasefire
Israel expects the ceasefire with Iran will be extended - Reuters source
🌚4πŸ”₯2
Tesla shares set for biggest one day gain in over nine months

Probably nothing
🌚2🀣2🀯1
Goldman Sachs filed for a Bitcoin ETF that generates monthly income by selling options, marking its first direct crypto investment product and joining BlackRock and Morgan Stanley.

They take the fund's capital and put 80% into Spot BTC ETFs (like BlackRock's IBIT). Goldman then sells call options against that Bitcoin exposure.
πŸ†’3🀯2🀣1
Injective took $156k in actual ecosystem profits and used it to buy back and burn INJ in April's community buy back program. The monthly program is part of the broader INJ Supply Squeeze framework approved via governance proposal IIP-617 approved in January. Over 7 million INJ have now been removed from circulation through burns since 2021.

Bullish INJ. Chart looks really good here.

Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
⚑2😁2❀1😍1
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…
IMF warns central banks that they risk choking off the global economy if they rush into rate hikes over the Iran war's energy shock

The IMF is reminding everyone that the plan for 2026 is to run it hot. Rate hikes come later in 2027.
😈5😁2
IRS plans to lean on technology as tax enforcement staff shrinks - WSJ