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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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.
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Bull Case
Professor Jiang: The moment you recognize this is a CIA operation people will not put their money into Bitcoin.
🚨Almost 900k BTC exchanged hands in the $60k-$70k range making $70k the second biggest supply band (2.7% of the supply)
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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!]
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
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Bull Case
🚨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 recruit…
China says military bullying has brought deep disasters to the world.
Why do they keep bullying Taiwan?
Why do they keep bullying Taiwan?
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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 Musk…
PM Modi's economic advisor Sanjeev Sanyal slams Elon Musk’s "universal high income" idea, warns it would bankrupt governments and says AI will create new jobs.
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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…
Money market 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.
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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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80% of institutional investors plan to allocate between 2% and 5% of assets to cryptocurrency. Over 2/3 seek DeFi exposure via staking & lending.
Hong Kong's Flow Capital plans to tokenize its $150 million private credit fund on Ethereum to tap on blockchain liquidity. Holders will receive periodic distributions from the interest payments collected from the companies that borrowed money from the fund
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Alibaba open-sources Qwen3.6-35B-A3B, a selective-compute model rivaling OpenAI and Anthropic with 10x less compute.
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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…
China said the presence of a Japanese Self-Defense Forces vessel in the Taiwan Strait was provocative - Bloomberg
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Bull Case
🚨Almost 900k BTC exchanged hands in the $60k-$70k range making $70k the second biggest supply band (2.7% of the supply)
Public Bitcoin miners sold 32,000 BTC in Q1 2026, highest quarter on record
Bull Case
🚨TRUMP WILL GIVE A BETTER DEAL, AND BIGGER CONCESSIONS TO IRAN THAN BLOOMBERG TRADERS ARE PRICING IN (exclusive analysis by @bullcase) For the US security apparatus, Iranian sanctions are no bueno today. Sanctioning Iranian oil creates a supply glut that…
Loss of energy output in mideast will take about two years to recover - IEA
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Bull Case
The ECB will raise interest rates in June as the Iran war drives inflation higher this year, a Bloomberg survey
Traders are betting that Bank of England will deliver a 25 basis point hike by September as a result of the energy shock from the Iran war - Bloomberg Poll
Bull Case
🚨TRUMP WILL GIVE A BETTER DEAL, AND BIGGER CONCESSIONS TO IRAN THAN BLOOMBERG TRADERS ARE PRICING IN (exclusive analysis by @bullcase) For the US security apparatus, Iranian sanctions are no bueno today. Sanctioning Iranian oil creates a supply glut that…
US President Donald Trump is ready to make new concessions in negotiations with Iran to bring the issue to an end - Gulf official
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