🚨US TREASURY HAS JUST BOUGHT BACK $15 BILLION OF ITS OWN DEBT, THE LARGEST BUYBACK EVER IN ITS HISTORY

Bessent is greasing the plumbing before he floods the market with new short term treasuries.

Strap in because Treasury QE is about to start.

[We're moving forward with the Bessent-Warsh plan to run it hot this year, BTFD before everything rips!]

🚨NVIDIA CEO JENSEN HUANG: REVENUE OPPORTUNITY FOR BLACKWELL AND RUBIN CHIPS IS 'LIKELY TO BE LARGER THAN $1 TRILLION' BY END OF 2027

Both Blackwell and Rubin are tethered to TSMC. This is not organic demand.

His revenue is driven by Big Tech and nation states building up "just in case" inventories in anticipation of a Taiwan crisis.

NVDA will probably face a massive demand cliff in 2027.

[Taiwan is the atomic clock of this bull market, BTFD before everything rips this year. Don't be left holding the bag in 2027!]

🚨HOUSE OF REPRESENTATIVES FOREIGN AFFAIRS COMMITTEE HEARING: IRAN WAR IS NOT DELAYING US WEAPONS SHIPMENTS TO TAIWAN

*Several members of the House committee raised concerns about the island during the hearing

*US officials concerned that the US defense industry would be unable to keep up with demand and could be forced to slow shipments to buyers such as Taiwan, which faces steadily rising military pressure from China.

*Taiwan is one of the issues expected to be discussed in Trump's postponed trip to China.

Taiwan is the only thing that matters this bull. Everything else is a distraction.

[BTFD and wait for the blow off top later this year to sell!]

🚨OPENAI GEARS UP TO GO PUBLIC, POTENTIALLY BY THE END OF THE YEAR -CNBC

Anthropic ($350B), SpaceX ($800B), Stripe ($140) also plan to go public this year.

Everyone knows 2026 is the last exit. 2027 is too late.

🚨CALL TO ACTION: THE NEAR, RENDER, ROSE, ONDO, FETCH.AI AND KASPA FOUNDATIONS NEED TO URGENTLY STOP ANY PRICE SUPPRESSION. WE KNOW 2026 IS BULLISH, NOBODY IS GOING TO SELL YOU CHEAP TOKENS. THANK YOU FOR THE ATTENTION TO THIS MATTER!

Our onchain sleuths have been keeping a close eye on Foundation wallets, and these five have consistently stood out for aggressive price manipulation over the past few months.

If they try to manipulate even this bounce make sure to BTFD!

🚨 SEC AND CFTC RELEASE JOINT GUIDANCE OUTLINING HOW FEDERAL SECURITIES LAWS APPLY TO CRYPTO; MINING, PROTOCOL STAKING, AIRDROPS, AND WRAPPING OF NON-SECURITY TOKENS ARE NOW EXPLICITLY NOT TREATED AS SECURITIES ACTIVITY.

This is the ultimate jet fuel for crypto this year.

At this point, we don’t even need a Clarity Act because Atkins and Selig are giving the market practical clarity.

🚨GOLD DUMPS TO $4910, TOP FORMATION CONFIRMED

Big money is about to rotate into risk assets.

[Crypto will pump hard this year, BTFD before everything rips!]

🚨PPI JUST CAME IN HOT AF; THIS IS ULTRABULLISH CRYPTO

Another huge win for the run it hot bros! This PPI confirms the reflation trade.

Warsh won't hike because his AI productivity thesis posits that these costs will be absorbed by AI. They will not be passed on to consumers (CPI).

[They will run hot this year and crypto will pump hard. BTFD!]

🚨GOLD, SILVER REKT; 1 TRILLION USD WIPED OUT IN THE LAST HOUR

Guess it's time for Asia to sell some of that gold to buy more oil.

The reflation trade is about to kick in in full force.

This PPI dump is just a knee jerk reaction that should be completely reversed by the end of the day.

What the crowd is missing: In Warsh's AI led productivity boom, a hot PPI is not inflationary. It will be ignored and no hikes will follow.

🚨2Y YIELDS BOUNCE OFF EFFR, BIG MONEY KEEPS DUMPING TREASURIES AND GOES RISK ON

The higher PPI has raised the inflation expectations of big money.

If the Fed hikes then we go risk off. As long as the Fed doesn't hike the reflation trade picks up and more money keeps going risk on.

[The Fed won't hike today, BTFD!]

🚨BITCOIN, ETH HAVE OUTPERFORMED SAFEHAVENS GOLD, YEN SINCE START OF US-ISRAELI IRAN WAR

For big money the war signaled the start of the reflation trade. They've always known the Druckenomics duo, Bessent and Warsh, plan to run it hot this year.

The Iran war is the perfect asymmetric inflation shock.

🚨TRADERS FULLY PRICE IN TWO 25BPS ECB RATE HIKES IN 2026

ICYMI:

*Traders aren't pricing in any Fed hikes in 2026
*Macquire expects US Fed to hike interest rates in H1 2027 vs prior forecast in Q4 2026

These odds are ultrabullish for the 2026 reflation trade. Don't forget that with Warsh at the Fed rate cuts in 2026 will probably be back on the table.

[BTFD before everything rips later this year!]

🚨US ASSESSES CHINA IS NOT CURRENTLY PLANNING TO INVADE TAIWAN IN 2027

*US Intelligence: China, despite its threat to use force to compel unification if necessary and to counter what it sees as ‌a ⁠US attempt to use Taiwan to undermine China's rise, prefers to ⁠achieve unification without the use of force, if possible.

[Excusatio non petita, accusatio manifesta. BTFD!]

🚨BLOOMBERG: CHINA IS CLOSELY STUDYING THE US WAR WITH IRAN TO LEARN FROM AMERICAN MILITARY TACTICS AND WEAKNESSES, PARTICULARLY IN ANTICIPATION OF A POTENTIAL FUTURE CONFLICT OVER TAIWAN.

Nice try CIA.

[BTFD before everything rips this year! Sell before everything dumps in 2027]

🚨FED LEAVES INTEREST RATE UNCHANGED

Like we explained earlier today this adds a lot of fuel to the 2026 reflation trade.

Big money will keep going risk on. BTC's pump should resume soon.

[No change is bullish here, BTFD!]