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
π4π1
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.
π2π2
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.
π€£5
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
β2
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.
π2π1
Bull Case
π¨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.β¦
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
π3π€¨1
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
π2β‘1π€―1
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
π1
Bull Case
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
The ECB will raise interest rates in June as the Iran war drives inflation higher this year, a Bloomberg survey
Bull Case
Trump: I'm looking forward to being in China.
US intelligence detects signs that China is considering providing Iran advanced X-band radar systems that would significantly upgrade Iran's air defense capabilities to engage modern aircraft and missiles.
π€£2π©1
Bull Case
Professor Jiang: The moment you recognize this is a CIA operation people will not put their money into Bitcoin.
π¨Almost 900k BTC exchanged hands in the $60k-$70k range making $70k the second biggest supply band (2.7% of the supply)
π€―3π3πΏ1
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!]
Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation. - Elon Musk on X
The narrative of AI induced unemployment provides the perfect cover for running the economy hot this year. It's no surprise that Elon pushes it when you think that his company SpaceX is preparing for a massive $75B IPO
The narrative of AI induced unemployment provides the perfect cover for running the economy hot this year. It's no surprise that Elon pushes it when you think that his company SpaceX is preparing for a massive $75B IPO
π6
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¦
China says military bullying has brought deep disasters to the world.
Why do they keep bullying Taiwan?
Why do they keep bullying Taiwan?
π1
Bull Case
Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation. - Elon Muskβ¦
PM Modi's economic advisor Sanjeev Sanyal slams Elon Muskβs "universal high income" idea, warns it would bankrupt governments and says AI will create new jobs.
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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¦
Money βmarket pricing shows a nearly 69% probability of the Federal Reserve not cutting rates by the end of 2026
Nearly 3 months after his nomination, money markets are still mispricing Warsh's plans for 2026. Warsh's cuts will be the major green swan of 2026.
Nearly 3 months after his nomination, money markets are still mispricing Warsh's plans for 2026. Warsh's cuts will be the major green swan of 2026.
π4π2
Pakistani source involved in mediating between the US and Iran said on Friday there was progress in backdoor diplomacy and that an upcoming meeting between the two sides could result in the signing of an agreement - Reuters
BTC pumping on this
BTC pumping on this
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