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 pinned «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…»
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.
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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
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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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
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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
KPMG to fire 10% of US audit partners - FT

KPMG is leaning heavily on AI
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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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Trump said he is under no pressure to end the Iran conflict, rejecting media claims and insisting he will act only on his own timeline.
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Bull Case
The Iran war is complicating US plans for a Taiwan conflict, with officials warning that fully rebuilding some military stockpiles could take up to 6 years. - WSJ
The US has expended over 1,000 Tomahawk missiles and up to 2,000 air-defense interceptors in the Iran war, with replenishment potentially taking up to six years, officials said. Some warn this could constrain near-term Taiwan contingency plans, while others dispute readiness concerns. Adm. Samuel Paparo told Congress, "I don't see any real cost being imposed on our ability to deter China." Mark Cancian of the Center for Strategic and International Studies said, "It's going to be years before we can rebuild those inventories."
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Hormuz mine clearance may take 6 months - Pentagon
Iran deploys more mines in the Strait of Hormuz - Axios
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Bull Case
Iran deploys more mines in the Strait of Hormuz - Axios
The activation of air defense systems in Tehran tonight came in response to the presence of drones, some of which are of the orbiter type - Fars
Bull Case
The activation of air defense systems in Tehran tonight came in response to the presence of drones, some of which are of the orbiter type - Fars
Iran supreme leader on X alerts people about 'hostile' media drive aimed at weakening unity

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Durov: Ton transaction fees will drop 6x to 0.00039 TON (~$0.0005) per transaction over the next week, fixed regardless of network load. Transactions will become fully feeless soon after. This is step 2 of his MTONGA roadmap. Step 1 landed April 10 with the Catchain 2.0 upgrade, making TON 10x faster with sub-second finality. Five more steps remain, timeline not disclosed.

Bullish TON, chart looks bottomed out.

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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