Tel Aviv 35 index stocks are pumping [WW3 FUD over?]

Q1 2025, delinquent consumer credit approaches 2020 highs [recession, innit?]

Footage of the Turkish army deploying air defense systems near the Turkish-Iranian border, probably to defend the US base in Incirlik. [WW3 has been cancelled, BTFD]

🚨Metaplanet has bought 1,112 BTC for $117.2M at a rate of $105,435 per BTC. They now hold 10,000 BTC, valued at over $1.06B. [WW3 cancelled, BTFD]

CTAs (trend following funds) remain heavy net short USD (-1.13 z-score) as their flows chase EUR (+1.15), GBP (+1.86), MXN (+2.24). [Mexican Peso +2.26? This is a risk on market, BTFD]

BTC/Eth US Spot ETF Flows on 13th June 2025

🟢Bitcoin ETFs: $301.6M net inflows

🔴Ethereum ETFs: -$2.5M net inflows

Last Friday marked Eth's first day with outflows since mid-May, which shows Eth is much more vulnerable to geopilical risk than BTC. [They call BTC digital gold for a reason: ignore war FUD, BTFD]

🚨Bloomberg's Apollo: US economy is currently facing headwinds from higher oil prices, increased tariffs, the resumption of student loan payments, and higher long-term interest rates associated with the fiscal situation. When we quantify these four drags on growth, we conclude that they are insufficient to push the economy into a recession. [Inflation is going to be our only problem, BTFD!]

🚨Bloomberg: Breakevens likely to advance this week as investor price in more inflation angst from the oil rally [More supply shock means more inflation. Crypto is an inflation hedge. BTFD!]

Bitcoin/ Ethereum Spot ETF Flows: 16th June 2025

🟢Bitcoin ETFs: $408.6M net inflows

🟢Ethereum ETFs: $21.4M net inflows

🚨Rumors are proliferating that Trump will enter the war against Iran. A broader conflict would spike oil prices, raise recession risks and increase pressure on the Fed to ease sooner. Emergency cut unlikely tomorrow unless something breaks, but a war would still accelerate the rate cut cycle mid term. BTFD

@bullcase

Trump meets with Security Team

President Trump expected to give a "major address" soon

🚨All US bases in ME are on lockdown with orders to shelter in place immediately. US STRIKES ON IRAN IMMINENT

🚨Genius Act has passed the Senate. Final vote still pending.

Trump spoke by phone with Israel's Prime Minister Netanyahu -Axios

🚨🚨BREAKING - An Iranian negotiating team led by senior officials have landed in Muscat, Oman [ignore geopolitics FUD, BTFD]

🚨WSJ: Trump has approved attack on Iran [TACO, BTFD!]

*Crypto falling like the war is escalating
*Gold falling like a peace deal is near
*Oil prices are rising like the war is escalating
*Yields are rising like a peace deal is near
*Natural gas prices are rising like the war is escalating
*Silver falling like a peace deal is near

Or simply, this war is not big enough to knock markets off the rails. Gold has topped, crypto is consolidating before its next leg higher, oil is pricing in higher tensions and Strait of Hormuz risk. The market is just following its cycle. [Ignore geopol FUD, BTFD.]

🚨WH Press Sec. Leavitt: US Envoy Witkoff has been in touch with Iran, and correspondence has continued.
*Trump thinks there is a substantial chance of Iran negotiations. [send everything]