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
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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Sonic adds Quantum resistance to its roadmap. The proposed model only requires replacing per event and transaction signatures with a NIST standardized scheme. The approach could reduce costs and technical risks during migration.

Bullish S, 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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🚨Unknown actors claiming to represent the Iranian authorities sent shipping firms a message demanding transit fees in cryptocurrencies, Bitcoin or Tether, for clearance. At least one vessel, which tried to exit the Strait on April 18 and was hit by gunfire, was a victim of the fraud - Marisk
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Trump approval rating holds at 36%, tied with lowest of his term last month - Reuters poll
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Bull Case
Trump approval rating holds at 36%, tied with lowest of his term last month - Reuters poll
Approval of US Military strikes on Iran at 36%, little changed from early April - Reuters poll
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Qatar says communicating with all sides in Islamabad talks - AJ
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Iranian negotiators receive approval from the Supreme Leader to travel to Islamabad for US talks aimed at extending the ceasefire
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Bull Case
🚨Hearing for Kevin Warsh as Federal Reserve chair is re-scheduled for next week. Tim Scott says he is confident the DOJ will conclude its probe into Jerome Powell soon and expects the nomination to succeed. Once Kevin Warsh is sworn in and starts cutting…
Warsh confirmation hearing remarks: we need new communications; no more pressing question than cost of living; Fed needs new inflation framework; Fed needs to use tools differently

Warsh blames 2021 forward guidance for Fed's miss on transitory inflation.
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