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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Pope Leo XIV: woe to those who manipulate religion and the very name of God for their own military, economic and political gain, dragging that which is sacred into darkness and filth.
Amen
Amen
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The UK's FCA draws a red line at the 24-hour mark for custody in its Cryptoasset Perimeter Guidance. Any firm or platform holding client assets for longer than a day during trade settlement will be treated as a regulated custodian and require a full safeguarding license.
Bull Case
Professor Jiang: The moment you recognize this is a CIA operation people will not put their money into Bitcoin.
Don't forget to give us your honest take here and vote.
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Bull Case
🚨IF YOU WANT TO KNOW WHERE BITCOIN IS HEADED JUST LOOK AT BLACKROCK'S ETF FLOWS SINCE SOH SHUTDOWN The Strait of Hormuz shutdown officially started a global asymmetric inflationary shock. IBIT started snapping up BTC as soon as transit through Hormuz halted.…
America's competitive edge has increased due to the Iran conflict, as the price of natural gas has soared in the rest of the world but fallen in the US - Bloomberg
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Bull Case
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
Iran has directly denied Trump's claim that it agreed to hand over its enriched Uranium
Trust Trump, Iran has every incentive to deny concessions publicly to preserve domestic legitimacy
Trust Trump, Iran has every incentive to deny concessions publicly to preserve domestic legitimacy
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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.
Deutsche Bank expects US Fed to keep interest rates unchanged in 2026 vs prior forecast of a rate cut in September
There are 0 EU banks among the global top 10 AI adopters. Deutsche analysts cannot begin to comprehend Warsh's AI led productivity thesis
There are 0 EU banks among the global top 10 AI adopters. Deutsche analysts cannot begin to comprehend Warsh's AI led productivity thesis
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