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
Nearly 20k security personnel have been deployed in Islamabad, with hotels and hostels around the talks venue and routes cleared, and public transport suspended - Reuters 20k security personel isn't for Vance and Kushner. It sounds like they're getting ready…
Iranian President: War benefits no one, and while resisting threats, we need to use any reasonable and diplomatic ways to ease tensions

A lot of people fell for a lot of FUD over the weekend
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Bull Case
🚨PROFESSOR JIANG: AMERICA HAS GOT A HUGE PROBLEM, THERE IS TOO MUCH LIQUIDITY IN THE SYSTEM; NOBODY WANTS TO WORK That's why Bessent needs to pass the CLARITY ACT urgently. The CLARITY Act makes it easy for boomers to ape in with their entire 401(s)s, IRAs…
WH digital assets official, Patrick Witt, sharply criticized financial institutions opposing stablecoin yield provisions of acting out of "greed or ignorance." The remarks target lobbying efforts by banks against yield-bearing stablecoins in the CLARITY Act.

How do we get boomers to park their trillions in stables without offering yield? Banks are so behind the curve that they have never heard of LUNA and UST.
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Bull Case
Negotiation teams from Iran and US are expected in Islamabad on Tuesday for the final round before Trump makes his appearance to sign a deal on Wednesday or Thursday in Islamabad - Pakistani source
Iran's refusal of second round of US peace talks was 'posturing'. Iran willing to attend second round of talks with US. - Pakistan officials

Told you πŸ€·β€β™‚οΈπŸ€·β€β™‚οΈ
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Tom Lee's Bitmine acquired 101,627 ETH worth $235M last week, the largest weekly purchase since December. Bitmine now controls 4.1% of the ETH supply with 4.98M ETH acquired.
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Bull Case
China said the presence of a Japanese Self-Defense Forces vessel in the Taiwan Strait was provocative - Bloomberg
US Navy conducted operations in the South China Sea from April 12 to 18th; The same week as the Japanese destroyer's Taiwan Strait transit.

These drills are a clear counter enciclement signal to China.
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Bull Case
Negotiation teams from Iran and US are expected in Islamabad on Tuesday for the final round before Trump makes his appearance to sign a deal on Wednesday or Thursday in Islamabad - Pakistani source
Senior Iranian official to Reuters: Iran is positively reviewing participation in peace talks with US, no final decision has been made yet

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Bull Case
Negotiation teams from Iran and US are expected in Islamabad on Tuesday for the final round before Trump makes his appearance to sign a deal on Wednesday or Thursday in Islamabad - Pakistani source
Trump says Iran ceasefire extension is highly unlikely and expires Wednesday evening Washington time

There will be a deal before that.
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India: 10 of our ships safely crossed strait of Hormuz following coordination with Iran
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Bull Case
Vance will depart later today to resume negotiations in Pakistan tomorrow Tuesday - Bloomberg That was always the plan.
An Iranian delegation will travel to Pakistan on Tuesday. - the New York times, citing two Iranian officials
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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!]
Warsh: a reform-oriented Fed can make a real difference to the American people

Warsh is a true patriot. He will moon everything in 2026 and then restore USD's safeheaven status in 2027 when China attacks Taiwan.
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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
ECB's Lagarde: economic impact "Contained" if conflict is resolved quickly; we have not seen energy prices rise far enough to push us squarely into our adverse scenario

The ECB will not spoil the Fed's party. They'll run it hot too
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The Supreme Court heard oral arguments Monday in Sripetch v. SEC and signaled little interest in imposing new limits on the agency's disgorgement authority.

Ongkaruck Sripetch, who ran pump-and-dump penny-stock schemes that netted $6.6 million, argued that the SEC must show pecuniary harm to specific investors before collecting. The SEC argued that disgorgement has always targeted a wrongdoer's unlawful gain, not a victim's documented loss.

A federal judge had ordered him to disgorge $3.3 million, including interest.
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Bull Case
Negotiation teams from Iran and US are expected in Islamabad on Tuesday for the final round before Trump makes his appearance to sign a deal on Wednesday or Thursday in Islamabad - Pakistani source
Iran has told regional mediators it will send a negotiating team to Islamabad on Tuesday for the second round of talks with the US, people familiar with the matter said, though Tehran has not publicly confirmed the plan.
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Bull Case
Agentic AI flips CPU:GPU demand ratio in favor of CPUs The Agentic AI era had to start before 2027. CPUs are not TSMC dependent.
Coinbase has launched Agentic Market, a storefront and discovery layer for services built on the x402 micropayment protocol. The x402 ecosystem has now processed over 165 million transactions across roughly $50 million in volume, with about 100,000 services selling to 480,000+ agents.
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