Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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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
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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
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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
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Bull Case pinned «🚨Almost 900k BTC exchanged hands in the $60k-$70k range making $70k the second biggest supply band (2.7% of the supply)»
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.
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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
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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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Bull Case pinned «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»
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
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