Bull Case
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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
๐ŸšจUPCOMING 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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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 Foreign Minister tells Pakistani Counterpart: The US continued violations of the ceasefire are a major obstacle to the continuation of the diplomatic process

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$166 billion in tariffs is being refunded today. 330,000 importers are eligible, 53M shipments and $127B already processed. The portal went live this morning.
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US ambassador to the UN: we are confident that Iran will participate in the negotiations and abandon its obsession with acquiring nuclear weapons
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ETH L2 Starknet has rolled out its Shinobi upgrade, introducing built-in protocol proof verification and removing major technical limits. Now transactions can reference offchain proofs while verification happens onchain. This enables private balances, transfers, and DeFi activity from the ground up.

Bulllish STRK, chart looks good.

Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
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$1B USDT minted in a single transaction on Eth (1h ago)
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Bull Case
$1B USDT minted in a single transaction on Eth (1h ago)
BTC CEX balances at 2.67M coins, the lowest since 2018.
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Bull Case
BTC CEX balances at 2.67M coins, the lowest since 2018.
Strategy bought $2.5B worth of BTC last week, the highest on record
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