Bull Case
Vice President JD Vance is not expected to attend, as Iranian parliamentary speaker Mohammad-Bagher Ghalibaf, viewed by White House officials as Iran's delegation head and Vance's counterpart, will also not participate. Vance would travel to Islamabad if negotiationsβ¦
Iranian officials: Ghalibaf will not participate in the next round of negotiations in Islamabad - NYT
π€£5
Bull Case
1-year breakevens fell back to pre war levels last week. Breakevens reflect 1-year inflation expectations priced in by those holding US gov debt. For now, big money is buying back into the official "inflation is under control" narrative.
Inflation swaps are heading higher after consolidating in March-April.
Looks like break evens weren't wrong, they were early.
Looks like break evens weren't wrong, they were early.
πΎ3π2
Iran tells mediators it will not negotiate on its nuclear program or Strait of Hormuz until the war ends.
π3π1
Bull Case
π¨PROFESSOR JIANG: AMERICA HAS GOT A HUGE PROBLEM, THERE IS TOO MUCH LIQUIDITY IN THE SYSTEM; NOBODY WANTS TO WORK That's why Bessent needs to pass the CLARITY ACT urgently. The CLARITY Act makes it easy for boomers to ape in with their entire 401(s)s, IRAsβ¦
Novogratz on CLARITY Act: I'd say the first week of May is when it goes to the committee, and then soon after Trump will be signing this thing in June
π3π2πΎ1
Bull Case
Novogratz on CLARITY Act: I'd say the first week of May is when it goes to the committee, and then soon after Trump will be signing this thing in June
Over $8tn in US debt must be rolled over this year.
CLARITY is needed to get boomers to fomo with their entire 401(s)s, IRAs, Roth IRAs and pension funds at the 2026 blow off top with a single click.
Then old money dumps on boomers and rotates back into US Treasuries right before Kevin Warsh comes out as Tomahawk.
At least $8Tn+ in profits projected. Easily doable when you think that boomers control $85Tn in assets.
The biggest melt up in financial history is upon us.
CLARITY is needed to get boomers to fomo with their entire 401(s)s, IRAs, Roth IRAs and pension funds at the 2026 blow off top with a single click.
Then old money dumps on boomers and rotates back into US Treasuries right before Kevin Warsh comes out as Tomahawk.
At least $8Tn+ in profits projected. Easily doable when you think that boomers control $85Tn in assets.
The biggest melt up in financial history is upon us.
π3π₯2π2π€‘1
Trump: Iran can reach out by phone if they want to negotiate.
Btc pumping
Btc pumping
π₯6π1
Forwarded from Techleaks24 π΅πΈ
New article on Nostr, if you're a Monero guy excited about FCMP make sure you read this. FCMP introduces even worse optional privacy than the one on Zcash, because on ZEC everyone can monitor the flows between the shielded pool and the unshielded pool. In FCMP Monero that will be a privilege of chain analysis firms while everyone else will be in the dark. Full explanation here π https://primal.net/a/naddr1qvzqqqr4gupzqmxxjq5semtwydpy25pcgugsvztp74mfjynxklrt063hr6rry2mkqyg8wumn8ghj7mn0wd68ytnddakj7qgkwaehxw309aex2mrp0yhxummnw3ezumn9wshsqerhdpuj6mt0dejhymmn94hhqarfdahxzmpdwpexjanpvduj6argwfhh2emg943kzunjda6z66tn94hx2cm9wdekzune94382apdd46kx6pdwahhyum9946xsctw94axxctndpej6mmsw35k7mnpdskhqunfweskx7gqgar5s
π3π€―2
Techleaks24 π΅πΈ
New article on Nostr, if you're a Monero guy excited about FCMP make sure you read this. FCMP introduces even worse optional privacy than the one on Zcash, because on ZEC everyone can monitor the flows between the shielded pool and the unshielded pool. Inβ¦
PSA: Monero is a Fed honeypot, extremely easy to trace and it's about to get much worse because they will introduce stealth optional privacy. Read that to learn more
π―2
Bullish ANyONe, chart looks good.
Anyone is a decentralized privacy layer designed to anonymize application traffic. The network is powered by a global network of community run relays. Operators are incentivized with the ANYONE token, which helps solve the bandwidth and speed issues that plague non incentivized networks like Tor. Their VPN for Android just went live on Google Play.
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
Anyone is a decentralized privacy layer designed to anonymize application traffic. The network is powered by a global network of community run relays. Operators are incentivized with the ANYONE token, which helps solve the bandwidth and speed issues that plague non incentivized networks like Tor. Their VPN for Android just went live on Google Play.
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
π3β€2π₯1
Bull Case
Iran tells mediators it will not negotiate on its nuclear program or Strait of Hormuz until the war ends.
Iranian officials have presented the US a new proposal, via Pakistani mediators, to end the Iran War and reopen the SoH, with nuclear negotiations postponed for a later stage
Btc didn't like this
Btc didn't like this
Western Union to launch Solana based stablecoin USDPT next month, with 'Stable Card' planned for global consumers. USDPT will replace the SWIFT network Western Union currently uses to settle with its agents.
π2π₯1
Bull Case
Iranian officials have presented the US a new proposal, via Pakistani mediators, to end the Iran War and reopen the SoH, with nuclear negotiations postponed for a later stage Btc didn't like this
Trump to hold national security meeting on Iran today to review proposal to reopen the Strait of Hormuz without a nuclear deal to end the war
π5
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
Hengli Petrochemical, China's largest private refiner, fell 10% after the US Treasury imposed sanctions over alleged purchases of Iranian oil. Hengli Petrochemical has denied any dealings with Iran.
Bull Case
Hengli Petrochemical, China's largest private refiner, fell 10% after the US Treasury imposed sanctions over alleged purchases of Iranian oil. Hengli Petrochemical has denied any dealings with Iran.
China's NDRC has ordered the cancellation of Meta's $2B acquisition of AI startup Manus in what appears to be a direct response to the US crackdown on Chinese refineries.
China has blocked Meta Platforms Inc.βs $2 billion acquisition of AI startup Manus, ordering the deal's cancellation, according to the National Development and Reform Commission. The largely completed transaction triggered scrutiny over alleged illegal foreign investment and tech exports.
China has blocked Meta Platforms Inc.βs $2 billion acquisition of AI startup Manus, ordering the deal's cancellation, according to the National Development and Reform Commission. The largely completed transaction triggered scrutiny over alleged illegal foreign investment and tech exports.
π3
Bull Case
China's NDRC has ordered the cancellation of Meta's $2B acquisition of AI startup Manus in what appears to be a direct response to the US crackdown on Chinese refineries. China has blocked Meta Platforms Inc.βs $2 billion acquisition of AI startup Manus,β¦
ICYMI: US and China are already in pre-conflict footing and the situation is escalating quickly. The economic and logistical foundations for a 2027 conflict are being laid right now.
π2πΎ1π¨1
Bull Case
π¨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially alteredβ¦
This media is not supported in your browser
VIEW IN TELEGRAM
ICYMI: Trump: I think Kevinβs great. I think he's going to do a great job. Iβve been in favor of interest rates rate rises to stop inflation. I think it sort of is effective. But...we should have the lowest interest rate in the world.
Trump laying the ground for Kevin Warsh's 2027 ultra hawkish pivot that will escalate the hybrid war with China.
You've 6-9 months to make enough money to survive until 2030, everything will crash in 2027. Buy now and sell when the blow off tops come.
Trump laying the ground for Kevin Warsh's 2027 ultra hawkish pivot that will escalate the hybrid war with China.
You've 6-9 months to make enough money to survive until 2030, everything will crash in 2027. Buy now and sell when the blow off tops come.
π€‘5π5π1
Bull Case
π¨GOLD TOPPED THE SAME DAY KEVIN TOMAHAWK WARSH WAS ANNOUNCED BY TRUMP Why did gold crash when Kevin Warsh was announced? Those who read our bull thesis for 2026 (quoted) should know why. Old money knows China will move on Taiwan next year. Kevin Tomahawkβ¦
Gold price expected to average $4,916/oz in 2026, $5,100 in 2027 - Reuters poll
Lol
Lol
π€£3π2π2
Bull Case
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 userβ¦
Consensys and Joseph Lubin commit to rsETH recovery effort by providing up to 30,000 ETH in liquidity support to ensure the full restoration of rsETH backing and the normalization of current market conditions
"Trump is being humiliated by the Iranian leadership, particularly by these so-called Revolutionary Guards. Tehran's negotiators are proceeding very skilfully β or indeed very skilfully not negotiating." - German chancelor Merz to a group of students at a secondary school in western Germany today
He doesn't understand Trump is trying to force global inflation, pushing rates higher everywhere else so the US ends up with the lowest interest rates
He doesn't understand Trump is trying to force global inflation, pushing rates higher everywhere else so the US ends up with the lowest interest rates
π€£8
Bull Case
"Trump is being humiliated by the Iranian leadership, particularly by these so-called Revolutionary Guards. Tehran's negotiators are proceeding very skilfully β or indeed very skilfully not negotiating." - German chancelor Merz to a group of students at aβ¦
The US has offered Iran talks, and Tehran is currently considering this possibility, according to the Iranian foreign minister - Reports
π©3π€‘2