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
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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
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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!]
US Senator Warren says she met with Warsh, has concerns about him
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Mysterious deaths and disappearances of US nuclear scientists since 2023 may be linked to a foreign operation.
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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
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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.…
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.
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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.
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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
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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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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: We're very close to making a deal with Iran.
No reaction from BTC so far which is bullish
No reaction from BTC so far which is bullish
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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 shooting…
Trump: I'm looking forward to being in China.
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Bull Case
Trump: We're very close to making a deal with Iran. No reaction from BTC so far which is bullish
Iran's influence over Lebanon ceasefire is bad for Israel, analyst says - WSJ
Lebanon deal means Iran deal is soon
Lebanon deal means Iran deal is soon
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Bull Case
Trump would extend ceasefire if I have to
"If I have to" means a full deal with Iran could happen before the ceasefire even expires.
Ultrabullish
Ultrabullish
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Trump: Iran has agreed to hand over the enriched Uranium to us.
Priced only 25% on Polymarket. This is a green swan if the market believes him
Priced only 25% on Polymarket. This is a green swan if the market believes him
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Circle hit with class action lawsuit by Gibbs Mura for allowing North Korean hackers to move $230 million in stolen USDC through its Cross-Chain Transfer Protocol after the Drift Protocol hack.
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Bull Case
Circle hit with class action lawsuit by Gibbs Mura for allowing North Korean hackers to move $230 million in stolen USDC through its Cross-Chain Transfer Protocol after the Drift Protocol hack.
ICYMI: Tether is leading a $150M USDT recovery package for Drift Protocol. As part of the deal, Drift will switch its primary settlement and collateral asset from USDC to USDT, while using protocol revenue to gradually payback user losses.
Stablecoins are a confiscation business. Confiscate quickly or get sued and lose the market.
Stablecoins are a confiscation business. Confiscate quickly or get sued and lose the market.
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