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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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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Bull Case
🚨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
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UAE is leaving OPEC and OPEC+
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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
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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 the…
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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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 from…
China home prices fall to lowest levels in at least 20 years, extending property slump that has erased decades of household wealth

Xi will attack Taiwan to divert attention from the immediate problem
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Trump: Iran is "collapsing" and wants the Strait of Hormuz reopened as soon as possible as they try to figure out their leadership situation (Which I believe they will be able to do!)
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World Bank forecasts 24% increase in energy prices in 2026, if most acute disruptions of war in Middle East end in May
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State Street ($5.6 trillion AUM) plans to launch tokenized fund management from Luxembourg by the end of the year.
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Bull Case
Trump: Iran is "collapsing" and wants the Strait of Hormuz reopened as soon as possible as they try to figure out their leadership situation (Which I believe they will be able to do!)
Iranian army spokesperson: we do not consider the war to be over, the situation is still considered a war, and the bank of objectives and equipment for the armed forces has been updated
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