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
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.’s $2 billion acquisition of AI startup Manus,…
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.
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Bull Case
🚨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 altered…
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ICYMI: Trump: I think Kevin’s great. I think he's going to do a great job. I’ve 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.
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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 user…
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 — 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
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Bill Ackman's Pershing Square USA IPO to raise $5 billion
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Bull Case
The US has offered Iran talks, and Tehran is currently considering this possibility, according to the Iranian foreign minister - Reports
Marine Traffic noted that a large cruise ship, linked to a Russian steel industry billionaire who is under sanctions, passed through the Strait of Hormuz over the weekend - Iran International
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The US has offered Iran talks, and Tehran is currently considering this possibility, according to the Iranian foreign minister - Reports
Trump is requesting negotiations because the US has not achieved any of its objectives, and we are looking into that request - Iran's Foreign Minister Aragchi
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IMO chief: military solution for the Strait of Hormuz will not be long-lasting

IMO = International Maritime Organization
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Washington has not yet responded to the new Iranian proposal - WSJ citing officials
Trump discussed new Iran proposal with national security aides - White House
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Bull Case
Trump discussed new Iran proposal with national security aides - White House
White house: you will hear from Trump soon about Iran (30 min ago)
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Bull Case
White house: you will hear from Trump soon about Iran (30 min ago)
White House: look forward to working with senate on Warsh confirmation (30 min ago)
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White House: look forward to working with senate on Warsh confirmation (30 min ago)
White House: Trump will be satisfied once Warsh confirmed (30 min ago)
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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.
The Israel Capital Market Authority approved a framework for country's first shekel-pegged stablecoin today, to be issued by licensed crypto firm Bits of Gold. The token will be backed 1:1 by the Israeli shekel, with reserves held in segregated accounts inside Israel
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Rep. Begich plans to revive a Strategic Bitcoin Reserve bill under a new name to codify Trump's executive order.
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Bull Case
🚨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 altered…
US IPOs have raised just $14B so far this year, against a projected $160B in total proceeds for 2026 - Goldman Sachs

2026 is 2021 on steroids. The biggest melt up in financial history lies ahead of us.
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Democrats are planning to force another vote Tuesday on a War Powers resolution to end US military operations against Iran. Under the War Powers Resolution, military action without Congressional authorization is generally subject to a 60-day deadline, though how strictly that requirement applies is legally contested.
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