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
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¦
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.
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, thoughβ¦
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
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 thereβ¦
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
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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
US companies are stepping up share buyback announcements - Deutsche Bank
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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.
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
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
Why risk managers want to tighten credit standards, but policymakers won't let them
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Bull Case
OpenAIβs $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 holdβ¦
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.
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 Taiwansoon in 2027 and everyone knows it
Xi is going to move on Taiwan
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Bull Case
π¨UPCOMING FED CHAIR KEVIN WARSH: WE'RE IN THE EARLY INNINGS OF A STRUCTURAL DECLINE IN PRICES In 2026 Warsh will send everything fugazi with his AI-led productivity boom thesis. [BTFD before everything rips!]
In the US Q1 earnings season so far earnings are up +27% versus a year ago.
Welcome to the AI led productivity boom
Welcome to the AI led productivity boom
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Bull Case
UAE is leaving OPEC and OPEC+
UAE Energy Minister: The decision will enable us to work with our partners and investors to ensure we are meeting the future requirements of the world relating to crude products, petrochemicals, and others, as well as gas.
Multipolar world order innit
Multipolar world order innit
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Bull Case
UAE Energy Minister: The decision will enable us to work with our partners and investors to ensure we are meeting the future requirements of the world relating to crude products, petrochemicals, and others, as well as gas. Multipolar world order innit
Now the UAE can produce more oil than the OPEC+ quota previously allowed them
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Bull Case
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 theβ¦
Ton Tech introduces agentic wallets on the Ton blockchain enabling AI agents to execute onchain transactions without manual user approval. Each agent operates a dedicated wallet funded by the user, providing full ownership and the ability to revoke access at any time.
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