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
🚨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 shitcoin…
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
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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
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
🚨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.
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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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Bull Case
🚨US SEN KEVIN CRAMER SAYS THE QUIET PART OUT LOUD: CONFLICT WITH IRAN IS PART OF A GLOBAL ENERGY BATTLE The objective is to cut off China's sanctioned economy anchors before 2027. When China moves on Taiwan in 2027, it must no longer have access to discounted…
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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.
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.
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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
Bull Case
ICYMI: Tether is leading a $150M USDT recovery package for Drift Protocol. As part of the deal, Drift will switch its primary settlement and collateral asset from USDC to USDT, while using protocol revenue to gradually payback user losses. Stablecoins are…
Tether freezes 344M in USDT on Tron in its largest asset freeze to date, reason undisclosed
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Bull Case
🚨CHINA'S FED GOVERNOR PAN MEETS RAY DALIO If you're in Yuan, pivot to Bitcoin. China is desperate to project an image of "business as usual" and "Yuan stability" to prevent a massive capital flight before any conflict begins.
Chinese vice premier He Lifeng met with Blackstone CEO; China welcomes Blackstone, other foreign Cos., He Lifeng says
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Reports claiming Iran collected Hormuz fees in cryptocurrency are incorrect - Fars News
Bull Case
Tom Lee's Bitmine acquired 101,627 ETH worth $235M last week, the largest weekly purchase since December. Bitmine now controls 4.1% of the ETH supply with 4.98M ETH acquired.
Tom Lee's Bitmine has staked an additional 93,600 ETH valued at $218M over the past hour, bringing the firm's total staked balance to 3,489,469 ETH, currently worth approximately $8.13B.
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Bull Case
Reports claiming Iran collected Hormuz fees in cryptocurrency are incorrect - Fars News
Iran received hard currency payment for Hormuz toll - Iran Central Bank
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Bull Case
WH digital assets official, Patrick Witt, sharply criticized financial institutions opposing stablecoin yield provisions of acting out of "greed or ignorance." The remarks target lobbying efforts by banks against yield-bearing stablecoins in the CLARITY Act.…
JPMorgan says DeFi exploits and flat growth continue to deter institutional adoption, citing persistent hacks and stagnant inflows
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Bull Case
Iran-US talks in Pakistan may see breakthrough in preparations "Tonight or tomorrow" - Iranian diplomatic source
Iran's foreign ministry spokesman: we are not seeking to manufacture a nuclear bomb from the stockpile of highly enriched uranium, and if we wanted to, we would have done so
Bull Case
JPMorgan says DeFi exploits and flat growth continue to deter institutional adoption, citing persistent hacks and stagnant inflows
The American Bankers Association is demanding 60 extra days to comment on rules tied to the GENIUS Act stablecoin bill
Bull Case
Iran's foreign ministry spokesman: we are not seeking to manufacture a nuclear bomb from the stockpile of highly enriched uranium, and if we wanted to, we would have done so
Iranian foreign ministry spokesman: transporting highly-enriched uranium is not an option; reducing its concentration is a viable option
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