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

Bessent: think Iran conflict will end, gas prices will drop; gas prices may get even lower than before Iran war

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

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.

Hormuz mine clearance may take 6 months - Pentagon

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.

Trump anticipates Iran's foreign minister Araghchi will continue to be involved in Iran negotiations - FOX

Kalshi has suspended three political candidates after they were found betting on their own races.

This is a gambler's market

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

White House on Iran ceasefire extension: Trump has not set a deadline; rebuffs 3-5 day timeline

Iran-US talks in Pakistan may see breakthrough in preparations "Tonight or tomorrow" - Iranian diplomatic source

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.

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.

EU countries adopted 20th package of sanctions against Russia

On Tuesday, Russia adopted a crypto bill to use crypto to bypass sanctions

Stanley Druckenmiller, the macro mentor to Warsh and Bessent, speaking about China in 2023: If I'm right on Xi that makes me even more fearful of military action because that's when dictators become more dangerous when they have got to divert attention from the immediate problem.

China’s GDP deflator has been negative for 12 consecutive quarters since 2023.

You have 6-9 months to make enough money before everything comes crashing down when China moves on Taiwan in 2027 and Warsh responds with QT and rate hikes.

Russia and China held a secret meeting today on the sidelines of the BRICS summit in New Delhi regarding the situation in the Middle East - IRNA

Tether freezes 344M in USDT on Tron in its largest asset freeze to date, reason undisclosed

Chinese vice premier He Lifeng met with Blackstone CEO; China welcomes Blackstone, other foreign Cos., He Lifeng says

Reports claiming Iran collected Hormuz fees in cryptocurrency are incorrect - Fars News