Bull Case
TOTAL at 2-month high. Bitcoin pumping on bad news. Crypto is finally starting to price in the end of the war too.
Over $415 million were liquidated in the past 24 hours as Bitcoin's rally on bad news caught bearish traders off guard
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Russia's State Duma just passed the first reading of a landmark crypto bill (April 21, 2026). While it permanently bans BTC/ETH for domestic coffee or groceries, it explicitly greenlights crypto for international trade to bypass sanctions
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Kaspa, Pi Network, Stellar lead Coinmarketcap most bullish list based on recent technical upgrades rather than just price performance
π3π₯1
Trump says Iran talks could resume as soon as Friday; Iran says it has not yet decided whether to hold discussions on Friday amid ongoing ceasefire negotiations
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Bull Case
Trump says Iran talks could resume as soon as Friday; Iran says it has not yet decided whether to hold discussions on Friday amid ongoing ceasefire negotiations
Financial institutions have been rotating capital back into high beta, risk on areas for the last four weeks.
Bitcoin, Software, PE it's all the same trade. Risk on
Bitcoin, Software, PE it's all the same trade. Risk on
π4πΎ2
Bull Case
Financial institutions have been rotating capital back into high beta, risk on areas for the last four weeks. Bitcoin, Software, PE it's all the same trade. Risk on
BTC above $79k now but most alts will probably wait for the weekly to close above 80k before pumping hard
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Bull Case
π¨WH ADVISOR HASSETT: THE FED SHOULD CUT AND STOP WORRYING ABOUT INFLATION, AI PRODUCTIVITY WILL PUT A LOT OF DOWNWARD PRESSURE ON IT. THAT'S WHAT'S GONNA HAPPEN WHEN MY FRIEND KEVIN WARSH GETS IN THERE. Crypto seems to be starting to front run Kevin Warsh'sβ¦
Bessent: think Iran conflict will end, gas prices will drop; gas prices may get even lower than before Iran war
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Israel has been informed by the US administration that President Donald Trump's Iran deadline is understood to be this coming Sunday
Looks like we're going to have another FUD weekend lol
Looks like we're going to have another FUD weekend lol
π5π©2
Trump: eight women protestors who were going to be executed tonight in Iran will no longer be killed. I very much appreciate that Iran, and its leaders, respected my request.
π2π€·ββ1
Bull Case
Hormuz strait lost its status as reliable - IEA That's why Iran can't wait to reopen it lol
Hormuz mine clearance may take 6 months - Pentagon
π1
Ronin will migrate from a standalone EVM chain to an Ethereum Layer 2 on May 12.
*Ron inflation will drop from over 20% to under 1% after the upgrade.
*Marketplace fees will rise from 0.5% to 1.25%, and will go into a Treasury that already captures net sequencer profits and the 90M RON staking reserve.
Bullish Ron, chart looks really good.
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
*Ron inflation will drop from over 20% to under 1% after the upgrade.
*Marketplace fees will rise from 0.5% to 1.25%, and will go into a Treasury that already captures net sequencer profits and the 90M RON staking reserve.
Bullish Ron, chart looks really good.
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
π₯΄3π2πΏ2β€1
Bull Case
Trump says Iran talks could resume as soon as Friday; Iran says it has not yet decided whether to hold discussions on Friday amid ongoing ceasefire negotiations
Trump anticipates Iran's foreign minister Araghchi will continue to be involved in Iran negotiations - FOX
Bull Case
π¨PREDICTION MARKETS HAVE GONE FUGAZI; +200% USER GROWTH IN THE LAST 6 MONTHS These are gamblers. Gamblers don't step back, they bet more. From 300k monthly users in September to 900k today. After getting burned on Kalshi, PTSD will turn them into shitcoinβ¦
Kalshi has suspended three political candidates after they were found betting on their own races.
This is a gambler's market
This is a gambler's market
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Bull Case
Israel has been informed by the US administration that President Donald Trump's Iran deadline is understood to be this coming Sunday Looks like we're going to have another FUD weekend lol
Israeli officials say the gap between the U.S. and Iran is too wide to bridge diplomatically. No realistic path to a deal unless one side makes a major concession.
Ignore FUD from Israel and buy the dip
Ignore FUD from Israel and buy the dip
π©4π₯1
Bull Case
Israel has been informed by the US administration that President Donald Trump's Iran deadline is understood to be this coming Sunday Looks like we're going to have another FUD weekend lol
White House on Iran ceasefire extension: Trump has not set a deadline; rebuffs 3-5 day timeline
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Iran-US talks in Pakistan may see breakthrough in preparations "Tonight or tomorrow" - Iranian diplomatic source
Bull Case
IMF's Georgieva: Strong growth is the best shock absorber for the world. Run it hot
Investors price almost 60 basis points of Bank of England rate hikes in 2026 (Monday: 30 bps) - OIS curve
Investors are overestimating the likelihood of rate hikes this year. Fed's agenda for 2026 is to run it hot and BoE will play along.
Investors are overestimating the likelihood of rate hikes this year. Fed's agenda for 2026 is to run it hot and BoE will play along.
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Bull Case
π¨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!]
Yardeni: Kevin Warsh agrees with us that technological innovations (especially AI) are boosting productivity, which means the economy can grow faster without inflationary consequences. Fed models should be updated to account for the fact that this increased output can allow for lower interest rates without triggering an inflation spike.
Now even Yardeni is pushing the AI led productivity boom thesis. Wall St will catch up fast with the 2026 reflation trade and everything will explode.
Now even Yardeni is pushing the AI led productivity boom thesis. Wall St will catch up fast with the 2026 reflation trade and everything will explode.
π3
Bull Case
Russia's State Duma just passed the first reading of a landmark crypto bill (April 21, 2026). While it permanently bans BTC/ETH for domestic coffee or groceries, it explicitly greenlights crypto for international trade to bypass sanctions
EU countries adopted 20th package of sanctions against Russia
On Tuesday, Russia adopted a crypto bill to use crypto to bypass sanctions
On Tuesday, Russia adopted a crypto bill to use crypto to bypass sanctions
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