Bull Case
π¨CHINESE HYBRID WARFARE ATTACKS ON TAIWAN INTENSIFIED IN Q1 2026 *Taiwan logged more than 170M cyber attack attempts in Q1, the highest quarterly volume of cyber attacks ever recorded *Multiple reports that China ramped up "indirect channels" to recruitβ¦
Dalio: The US is facing a Suez moment in the SoH. We are in the final phase of the Big Cycle where major powers are fighting over trade, tech and capital while their allies are engaged in local wars that are interrelated. This doesn't mean I expect a shooting war between the US and China any time soon
Subtext: The Suez moment will come when China moves on Taiwan in 2027. If China succeeds, countries all around the world will conclude that the US might not be the strong ally and countervailing force to China that they thought it would be. Which is what happened to the British Empire in the Suez Crisis, bringing about the ultimate end of their Empire
Subtext: The Suez moment will come when China moves on Taiwan in 2027. If China succeeds, countries all around the world will conclude that the US might not be the strong ally and countervailing force to China that they thought it would be. Which is what happened to the British Empire in the Suez Crisis, bringing about the ultimate end of their Empire
π2β€1π€‘1π1
Despite new highs in stocks retail traders are not chasing the rally. -Bloomberg
Bull Case
π¨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!]
Fed's Williams (FOMC voter): AI will likely lift productivity rate, but the level of increase is hard to say
Everyone's starting to parrot Warsh's productivity thesis. Most people still have no clue about Kevin Warsh's plans for 2026.
Everyone's starting to parrot Warsh's productivity thesis. Most people still have no clue about Kevin Warsh's plans for 2026.
π3π3π1
Bull Case
Dalio: The US is facing a Suez moment in the SoH. We are in the final phase of the Big Cycle where major powers are fighting over trade, tech and capital while their allies are engaged in local wars that are interrelated. This doesn't mean I expect a shootingβ¦
Taiwan's stock market cap soars to $4.14 trillion, officially surpassing the UK.
π₯2
Iran emphasized US must drop 'excessive demands', must fulfill commitments, new talks of no benefit without framework - Tasnim
BTC dumping on this
BTC dumping on this
π©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¦
2.56 billion DOGE, worth $245M, were transferred from Robinhood into private wallets.
Doge is ready for 2026
Doge is ready for 2026
πΏ5π₯1
Bull Case
Professor Jiang: The moment you recognize this is a CIA operation people will not put their money into Bitcoin.
Iran's planned Hormuz toll to be paid via Iranian banks - ISNA
Iran saw Prof Jiang's video
Iran saw Prof Jiang's video
π€£2
Bull Case
Fed's Williams (FOMC voter): AI will likely lift productivity rate, but the level of increase is hard to say Everyone's starting to parrot Warsh's productivity thesis. Most people still have no clue about Kevin Warsh's plans for 2026.
Fed's Miran: At this point, I feel that the Fed should be heading to a neutral rate estimated as low as 2.5%
That's four 25 bps rate cuts from here. Warsh can do that
That's four 25 bps rate cuts from here. Warsh can do that
π1
US and Iran are considering extending their truce by another fortnight to allow more time to negotiate a peace agreement, according to a person familiar with the matter. -Bloomberg
π2π₯±1
Bull Case
π¨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!]
US Senator Warren says she met with Warsh, has concerns about him
π€‘2
Trump announces 10 day ceasefire between Israel and Lebanon
Btc ripping
Btc ripping
π4πΎ1
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Mysterious deaths and disappearances of US nuclear scientists since 2023 may be linked to a foreign operation.
π3
Bull Case
Trump told Dutch officials at a private dinner event that he wants to end the Iran war quickly and plans to do it via a squeeze on the Iranian economy causing them to come to the negotiating table with concessions - WSJ Ignore all FUD from Russia and BTFD
US military says it will now target and intercept Iranian ships anywhere in the world.
Iran getting squeezed hard
Iran getting squeezed hard
π©3
Bull Case
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.β¦
The Chainlink Reserve has accumulated another 121,949.83 LINK, with the total reserve now sitting at 3,186,101.67 LINK worth roughly $30M
The Chainlink Foundation is working to build trust factors and encourage holding behavior.
When an enterprise pays for services in stablecoins or ETH, the smart contract automatically triggers a swap for LINK and deposits it into the Reserve. Only the Chainlink Foundation currently holds the administrative keys to initiate a withdrawal.
Bullish LINK. Chart looks bottomed out.
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
The Chainlink Foundation is working to build trust factors and encourage holding behavior.
When an enterprise pays for services in stablecoins or ETH, the smart contract automatically triggers a swap for LINK and deposits it into the Reserve. Only the Chainlink Foundation currently holds the administrative keys to initiate a withdrawal.
Bullish LINK. Chart looks bottomed out.
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
π₯1
Bull Case
Fed's Miran: At this point, I feel that the Fed should be heading to a neutral rate estimated as low as 2.5% That's four 25 bps rate cuts from here. Warsh can do that
Trump: We should have lower interest rates.
π3
Bull Case
Trump: We should have lower interest rates.
Trump: making a lot of progress on Iran; we're going to make a deal with Iran
Bull Case
Trump: making a lot of progress on Iran; we're going to make a deal with Iran
Trump: We have a very good relationship with Iran right now
π4π₯1π€‘1
Bull Case
Trump told Dutch officials at a private dinner event that he wants to end the Iran war quickly and plans to do it via a squeeze on the Iranian economy causing them to come to the negotiating table with concessions - WSJ Ignore all FUD from Russia and BTFD
Trump would extend ceasefire if I have to
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