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.
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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
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¦
China said the presence of a Japanese Self-Defense Forces vessel in the Taiwan Strait was provocative - Bloomberg
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Bull Case
π¨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
π¨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 thatβ¦
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
π¨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 thatβ¦
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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Forwarded from NOVRIX
MASSIVE: Institutions are loading up on call options at the fastest pace in recorded history. (you have been following THE FVCKING CROWD ALL THE TIME, bbut alts are still far from ATH levels, you still have time to really live "generational welth", it's your choice at the end)
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Bull Case
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
Ethereum had its busiest quarter in history, processing 200 million transactions in Q1 2026
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Singapore Gulf Bank has officially launched instant USD-to-USDC stablecoin conversion for businesses looking to settle payments directly in crypto. SGB is positioning itself as the primary "on-ramp" and "off-ramp" for the Stablecoin and Crypto economy in Asia and the Middle East.
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South Korea launches new pilot replacing state cards with programmable deposit tokens issued by commercial banks holding the government fiat budget. The tokens will be issued on a permissioned private ledger.
1. The bank "locks" a certain amount of that fiat and issues an equivalent amount of Deposit Tokens on the blockchain.
2. When the government needs to pay for a service they send those tokens directly to the merchantβs digital wallet.
3. The merchant can then take those tokens back to the bank and "burn" them to receive regular KRW in their own bank account
The advantage of programmable money: If the government realizes a contractor did a bad job or shouldn't have been paid, they can technically "freeze" or "claw back" the token before it is redeemed.
1. The bank "locks" a certain amount of that fiat and issues an equivalent amount of Deposit Tokens on the blockchain.
2. When the government needs to pay for a service they send those tokens directly to the merchantβs digital wallet.
3. The merchant can then take those tokens back to the bank and "burn" them to receive regular KRW in their own bank account
The advantage of programmable money: If the government realizes a contractor did a bad job or shouldn't have been paid, they can technically "freeze" or "claw back" the token before it is redeemed.
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In line with Lebanon ceasefire passage for all commercial vessels through the strait of Hormuz is fully open for the remaining ceasefire period - Iran FM
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Bull Case
In line with Lebanon ceasefire passage for all commercial vessels through the strait of Hormuz is fully open for the remaining ceasefire period - Iran FM
Iran's Hormuz announcement doesn't provide clarity, shipping analyst - WSJ
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Bull Case
In line with Lebanon ceasefire passage for all commercial vessels through the strait of Hormuz is fully open for the remaining ceasefire period - Iran FM
Trump: The SoH is completely open and ready for business, but the naval blockade will remain in full force as it pertains to Iran until our transaction is 100% complete.
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Bull Case
Trump: The SoH is completely open and ready for business, but the naval blockade will remain in full force as it pertains to Iran until our transaction is 100% complete.
Commercial vessels can pass the SoH along a determined route and with permission of the Revolutionary Guards Navy - Iranian State TV
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