Bull Case
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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)
Bull Case
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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Bull Case
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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Trump and the national security team are skeptical of Iran's proposal - US officials
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Bull Case
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…
US President Donald Trump convened his national security team to assess Iran's proposal to end the conflict and reopen the Strait of Hormuz. The White House said Trump will respond "very soon," reiterating red lines including preventing Iran from developing a nuclear weapon. A ceasefire agreed around April 7 risks collapsing without new talks. Iran has signaled openness to an interim deal tied to lifting a US blockade, but insists on retaining some control over strait shipping, a condition Washington is unlikely to accept.
Bank of Japan Governor Ueda: The situation in the Middle East remains opaque. Depending on the situation in the Middle East, the outlook for the economy and prices could change significantly. Japan's economy in 2026 is expected to recover gradually, but there is also a possibility that growth could slow due to the impact of the Middle East situation.
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Bull Case
The Bank of Japan has kept its benchmark interest rate unchanged at 0.75% following a two day monetary policy review meeting despite record dissent
Same story all over the globe: CenBank officials want to hike but CenBank leadership stalls because they have been instructed to run it hot and hold off any hikes until 2027
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Bull Case
Same story all over the globe: CenBank officials want to hike but CenBank leadership stalls because they have been instructed to run it hot and hold off any hikes until 2027
China's central bank guides banks to boost lending in April - sources

Chinese year-on-year growth rate for outstanding loans dropped to 5.7% in Q1 2026. In February 2026, new increased household long-term loans in China (primarily mortgages) hit a record monthly low of -181.5 billion RMB (-$25bn). People were paying back more in mortgages than the banks were lending out in new ones.
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Bull Case
Same story all over the globe: CenBank officials want to hike but CenBank leadership stalls because they have been instructed to run it hot and hold off any hikes until 2027
ECB's bank lending survey: banks tightened credit standards across all loan categories in Q1

Soon Lagarde will give them a call to lend more
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Bull Case
ECB's bank lending survey: banks tightened credit standards across all loan categories in Q1 Soon Lagarde will give them a call to lend more
Euro area firms see strong increase in selling prices and input costs due to the Iran war, adding to inflation concerns at the ECB.

Why risk managers want to tighten credit standards, but policymakers won't let them
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Bull Case
OpenAI’s $852bn valuation is under increasing scrutiny from its own backers as the group switches focus to the enterprise market and tackling competition from Anthropic -FT
WSJ: OpenAI MISSED internal targets for weekly users and revenue, including its goal of reaching 1 billion weekly ChatGPT users by the end of last year, raising new concerns inside the company over whether growth can support its huge data center spending ahead of a possible IPO.
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Japan's Bitbank has launched the first crypto linked credit card in the country, a Visa backed "EPOS Crypto Card" that allows users to settle bills directly using crypto balances. The rollout comes via a partnership with Marui Group's fintech arm, EPOS Card.
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Bull Case
Ondo tokenized stocks and ETFs launch on Deutsche BΓΆrse backed 360X platform for Clearstream-enabled custody, settlement, and collateralization for institutional workflows across the EU and EEA. This means an institutional bank in Germany or France can hold…
Ondo has partnered with Broadridge to bring voter rights for tokenized stock holders. Holders of over 250 tokenized stocks and ETFs can now access issuer communications.

Bullish ONDO, chart looks good.

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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Former Deputy US Secretary of State Wendy Sherman says the Iran war sets a dangerous precedent for Taiwan - Bloomberg interview

Xi is going to move on Taiwan soon in 2027 and everyone knows it
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