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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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 fromβ¦
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
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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Bull Case
Now the UAE can produce more oil than the OPEC+ quota previously allowed them
Iran parliament's national security commission Khezrian: the Emiratis are taking steps to align with America for a renewed attack on the Islamic republic, and Emirati citizens should know that this country will be taught a lesson in any potential future war - Iran international
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Treasury's OFAC says firms making toll payments for Hormuz passage face 'significant' sanctions
US Intelligence agencies are examining how Iran would react to Trump declaring victory in conflict - sources
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Bull Case
US Intelligence agencies are examining how Iran would react to Trump declaring victory in conflict - sources
US intelligence agencies are assessing how Iran would react if Donald Trump declares a unilateral victory in the ongoing war, according to officials. Early assessments suggest Tehran may view a US drawdown as a win, while a continued troop presence could be seen as a negotiating tactic. Officials say large-scale escalation, such as a ground invasion, is now less likely, though military options remain. The conflict has become a domestic political burden, with polling showing low public support. Ongoing tensions in the Strait of Hormuz continue to disrupt oil flows and sustain pressure on energy prices.
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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¦
Today semis make up 14% of the entire US stock market
Even the Dotcom pump was a test pump when compared to what will happen this year
Even the Dotcom pump was a test pump when compared to what will happen this year
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US President Donald Trump has instructed aides to plan an extended blockade of Iran. Officials say he sees it as lower-risk than resuming bombing or walking away, aiming to pressure Tehran into nuclear capitulation via sustained economic squeeze on oil/ports. No swift exit expected.
BTC sees this as TACO and is pumping
BTC sees this as TACO and is pumping
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