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 manufacturing activity rose to 54.5 in April, topping the 54.0 estimate and prior reading
The 2026 global reflation trade is firing on all cylinders.
The 2026 global reflation trade is firing on all cylinders.
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Forwarded from Techleaks24 🇵🇸
New article on Nostr. Follow me there if you haven't yet, help me redpill Bitcoiners because they still have no clue how bad things are for Monero https://primal.net/a/naddr1qvzqqqr4gupzqmxxjq5semtwydpy25pcgugsvztp74mfjynxklrt063hr6rry2mkqythwumn8ghj7un9d3shjtnswf5k6ctv9ehx2ap0qpckgetd09ehg6tx095kueedd4hkuetjdukhqunfweskx7fdvehhyttzd96xxmmfdejhyueddphhwttfwskhwmmjddej6ctwvskhw6re945hguedwpex7mt0w3jkgttndukkzem8wfjhxumfwejkc7fdv3jhxurfw3jj6cn9d9hxwttndukkycty29vm5f
primal.net
Demystifying Monero Privacy For Bitcoiners: How it works and why it's promoted so aggressively despite being so bad
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…
Rubio: I'm sure Taiwan will be a topic of conversation between Trump and Xi next week
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Bull Case
Rubio: I'm sure Taiwan will be a topic of conversation between Trump and Xi next week
Rubio: we don't need any destabilizing events to occur with regards to Taiwan
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BTC holding above $80k is a good reason to tune out the noise from the Iran War. Iran has become largely irrelevant.
All focus now will be on the Clarity Act, Kevin Warsh and Taiwan.
All focus now will be on the Clarity Act, Kevin Warsh and Taiwan.
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Bitcoin developers disclosed CVE - 2024 - 52911 on Tuesday, a high severity bug in the network's main node software that let miners crash other people's nodes or potentially execute code on them remotely.
The UAF vulnerability in the script validation engine affected versions 0.14.1 through 28.4. Cory Fields of the MIT Digital Currency Initiative privately reported the bug in November 2024. Pieter Wuille shipped the fix in version 29.0 in April 2025, and the last vulnerable release line reached end of life last month.
The exploit required burning hashpower on specially crafted invalid blocks, making it expensive in practice and likely never used. The disclosure follows the Responsible Disclosure model, where the fix is deployed long before the vulnerability is made public to prevent bad actors from using the information.
The UAF vulnerability in the script validation engine affected versions 0.14.1 through 28.4. Cory Fields of the MIT Digital Currency Initiative privately reported the bug in November 2024. Pieter Wuille shipped the fix in version 29.0 in April 2025, and the last vulnerable release line reached end of life last month.
The exploit required burning hashpower on specially crafted invalid blocks, making it expensive in practice and likely never used. The disclosure follows the Responsible Disclosure model, where the fix is deployed long before the vulnerability is made public to prevent bad actors from using the information.
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Bull Case
🚨SOFTWARE FORWARD EARNINGS RISING STEADILY EVEN AS STOCKS CRUSHED BECAUSE OF AI INDUCED LAYOFFS, TRANSFORMATION RISK It's the AI led productivity boom, stupid. Fire your old employees first. Then replace them with AI literate ones. That's when profits go…
Coinbase fires 700 employees to rebuild as an AI native company. The company is pivoting to AI-native talent managing fleets of agents to do the work that used to take entire teams weeks. - Brian Armstrong on X
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Bull Case
Coinbase fires 700 employees to rebuild as an AI native company. The company is pivoting to AI-native talent managing fleets of agents to do the work that used to take entire teams weeks. - Brian Armstrong on X
Coinbase stock is down on this when it should be mooning. Traders still don't know how to read AI lay offs.
Bears are sleepwalking through the biggest productivity boom in history.
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
Bears are sleepwalking through the biggest productivity boom in history.
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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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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Taiwanese ambassador: despite facing no border threat, China is engaged in a historic military buildup in clear preparation for aggression against Taiwan.
Taiwan is the atomic clock of this cycle. Western Central Banks will see through short term inflation to prepare their economies for aggressive tightening in 2027 when China attacks Taiwan.
Taiwan is the atomic clock of this cycle. Western Central Banks will see through short term inflation to prepare their economies for aggressive tightening in 2027 when China attacks Taiwan.
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Bull Case
🚨GOLD TOPPED THE SAME DAY KEVIN TOMAHAWK WARSH WAS ANNOUNCED BY TRUMP Why did gold crash when Kevin Warsh was announced? Those who read our bull thesis for 2026 (quoted) should know why. Old money knows China will move on Taiwan next year. Kevin Tomahawk…
Central banks sold a net 30 tonnes of gold in March, with sales from Turkey (60 tonnes) and Russia (6 tonnes) offsetting purchases elsewhere.
Turkey knows the debasement trade is over with Kevin Warsh.
Turkey knows the debasement trade is over with Kevin Warsh.
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TRON INC (formerly SRM Entertainment) just bought 147,867 TRX at $0.3381 average. TRON INC has been executing a "MicroStrategy-style" accumulation of TRX. This specific purchase follows a string of similar acquisitions throughout April and May 2026. As of the latest update, the company’s treasury wallet crossed the 694.5 million TRX threshold.
The company formerly known as SRM Entertainment officially rebranded to TRON INC in July 2025 and trades under the ticker TRON on the NASDAQ.
The company formerly known as SRM Entertainment officially rebranded to TRON INC in July 2025 and trades under the ticker TRON on the NASDAQ.
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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 defi booming: TVL in DeFi on TON has surged 20% in the past 24 hours, with a new activity cadence of one transaction occurring every 0.73 seconds over the last 24h period.
Bullish TON. Still in time to buy if you missed the bottom
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
Bullish TON. Still in time to buy if you missed the bottom
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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Bull Case
Trump explains Trump accounts: "For every US Citizen born after December 31, 2024, before January 1, 2029, the federal government will make a one-time contribution of $1,000 into a tax-deferred account that will track the overall stock market."
US Treasury weighs adding stock to Trump accounts - NYT
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MultiversX Foundation releases report signaling a major pivot to full optimization for the AI agentic economy as the core focus for 2026, centered on the SUPERNOVA upgrade. Block times slashed from 6s to 600ms, positioning the network for high frequency, real time agent execution.
Bullish EGLD. Bullish AF.
Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.
Bullish EGLD. Bullish AF.
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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Bull Case
Senate votes on Fed Chair nominee Warsh; Nomination has enough committee votes to advance.
ADP payrolls below consensus of +120k at +109k in April; goods producing jobs outnumbered service providing jobs. AI is now a direct structural weight on service sector hiring
Kevin Warsh can't come soon enough, it's time to cut rates and run it hot!
Kevin Warsh can't come soon enough, it's time to cut rates and run it hot!
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Bull Case
ECB President Christine Lagarde said stagflation is a label that belongs to the 1970s and shouldn't be used to describe the current predicament of the euro zone. Now everyone is echoing Kevin Warsh
Fitch: Belgium, France and UK having least headroom to respond to new energy crisis caused by Iran conflict.
The ECB can't hike yet markets are pricing in a 92% probability of a 25bps hike at the June 11 meeting
The ECB can't hike yet markets are pricing in a 92% probability of a 25bps hike at the June 11 meeting
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Morgan Stanley is now offering direct spot trading in Bitcoin, Ethereum, Solana and more through E*Trade, with super low fees around 0.5% that beat Coinbase, Robinhood and Schwab
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Bull Case
Taiwanese ambassador: despite facing no border threat, China is engaged in a historic military buildup in clear preparation for aggression against Taiwan. Taiwan is the atomic clock of this cycle. Western Central Banks will see through short term inflation…
Greer: looking for stability with China; Trump and Xi to discuss China's Iran oil purchases
Trump is scheduled to meet Xi on May 14–15
Trump is scheduled to meet Xi on May 14–15
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Bull Case
🚨SOFTWARE FORWARD EARNINGS RISING STEADILY EVEN AS STOCKS CRUSHED BECAUSE OF AI INDUCED LAYOFFS, TRANSFORMATION RISK It's the AI led productivity boom, stupid. Fire your old employees first. Then replace them with AI literate ones. That's when profits go…
US Job cuts total 83,387 in April up 38% from March but down 21% from a year earlier, according to Challenger, Gray & Christmas. The month marked the 3rd highest April total since 2009.
YTD layoffs reached 300,749, down 50% from the same period in 2025. Tech firms led cuts, often citing AI investment and innovation. AI was the top reason in April, driving 21,490 layoffs, or 26% of the total.
YTD layoffs reached 300,749, down 50% from the same period in 2025. Tech firms led cuts, often citing AI investment and innovation. AI was the top reason in April, driving 21,490 layoffs, or 26% of the total.
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