Bull Case
745 subscribers
1.77K photos
79 videos
144 links
Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
Download Telegram
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
😈8
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
πŸ”₯4😁3
Kaspa, Pi Network, Stellar lead Coinmarketcap most bullish list based on recent technical upgrades rather than just price performance
🌚3πŸ”₯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
🀣3🀑2
Euro area government debt at 87.8% of GDP in 2025 - Eurostat

Digital euro to the rescue soon
πŸ‘Ž1
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
🌚4🍾2
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
πŸ‘Œ6πŸ‘2πŸ‘1🌚1
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
😈5πŸ’©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.
πŸ™2πŸ€·β€β™€1
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.
πŸ₯΄3🌚2πŸ—Ώ2❀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
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
πŸ’©4πŸ”₯1
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.
🀣1
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!]
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.
🌚3
Bull Case pinned Β«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…»