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
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 fromβ¦
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
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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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Bull Case
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.
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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Bull Case
π¨NYT: WASHINGTON INCREASINGLY VIEWS A TAIWAN BLOCKADE IN 2027 AS MORE PLAUSIBLE THAN MARKETS ARE PRICING IN *Both Joe Biden and Donald Trump have treated a potential Chinese move on Taiwan as a risk within 2027 *Biden offered financial grants worth billionsβ¦
Trump: chip companies coming to the US from Taiwan and South Korea
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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
Trump: if there is no deal with Iran, I'll finish it up militarily
Bull Case
Trump: chip companies coming to the US from Taiwan and South Korea
Spain says the US-Iran war "most important crisis of this century."
Spain has lost the plot lol
Spain has lost the plot lol
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Bull Case
Trump: if there is no deal with Iran, I'll finish it up militarily
Trump: nuclear weapon strikes worse than $200 oil
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Morgan Stanley Investment Management launches stablecoin reserves portfolio; Stablecoin reserves portfolio seeks to maintain stable $1.00 NAV
US military developing plans to target Iran's SoH defenses if ceasefire fails - CNN
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US military is preparing contingency plans to strike Iran's defenses around the Strait of Hormuz if the ceasefire collapses, sources told CNN. Options include targeting fast boats, minelaying vessels, missile systems, and infrastructure in the Strait, Gulf of Oman, and southern Arabian Gulf, along with possible strikes on energy assets and selected Iranian military leaders. Officials say Iran still retains significant coastal missiles and mobile assets, meaning strikes may not quickly reopen the waterway. US naval forces are continuing blockade operations in the region.
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Bull Case
Aave lost $9.5B in deposits over two days. Hackers stole $292 million in rsETH tokens from the Kelp rsETH bridge and used them as collateral to get a massive loan. Now, Aave is stuck with nearly $200 million of debt backed by toxic collateral (rsETH). Thisβ¦
DeFi protocols have launched a joint effort to stabilize rsETH after the exploit. Over 43,500 ETH has already been pledged to support recovery efforts. Aave has branded the initiative as a coordinated "DeFi United" response. The focus now is restoring user confidence and market stability before the 2026 melt up.
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Bull Case
Iran received 'some sign' the US is ready to break the blockade - TASNIM
Reports in Iran: 'the alleged US blockade of the strait of hormuz has been broken, an oil tanker under US sanctions was able to pass through this waterway and anchor off the coast of Iran'
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Houthis discussed imposing Red Sea transit tolls to formalize control over shipping lanes - UK security firm
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White House extends shipping waiver to ease oil supply tightness
Foreign flagged tankers to continue moving oil and refined products between domestic ports, such as from the Gulf Coast to the East Coast or Alaska.
Foreign flagged tankers to continue moving oil and refined products between domestic ports, such as from the Gulf Coast to the East Coast or Alaska.
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