🚨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!]

🚨POWELL ENDS PRESS CONFERENCE: NO HIKES IN SIGHT

Pump everything

🚨JAPAN REJECTS US INTELLIGENCE ASSESSMENT OF A 'SIGNIFICANT SHIFT' IN ITS TAIWAN STANCE

This what the US 2026 Annual Threat Assessment report that was released yesterday said:

Her comments represent a significant shift for a sitting Japanese prime minister. In response, China is employing multidomain coercive pressure that probably will intensify through 2026, aimed both at punishing Japan and deterring other countries from making similar statements about their potential involvement in a Taiwan crisis

In 2026 China will try to get Taiwan peacefully if it can.

Then it will be 'forced' to make a move in 2027, like Russia with Ukraine.

[BTFD now before everything explodes as they run it hot. Sell before the Taiwan crisis materializes in 2027]

🚨BITCOIN BACK UNDER $70K WHILE 2Y YIELDS BUST LOOSE TO THE HIGHEST LEVEL SINCE JULY 2025 WHEN RATES WERE 0.5% HIGHER

Bitcoin is doing a small correction while big money keeps dumping Treasuries and going risk on.

[Turbo reversal incoming, BTFD!]

🚨THE GAP BETWEEN 1Y INFLATION SWAPS (3%) AND BREAKEVENS (5%) KEEPS WIDENING

Breakevens are pricing in 5% inflation in the next year.

It seems like the people actually holding US debt aren't buying Trump's "this war will end soon, oil will drop like a rock when it ends".

Translation: Big money is going risk on on expectations of much higher inflation.

[Crypto will moon hard, BTFD!]

🚨GOLD AND SILVER IN COLLAPSE MODE

This dump will free up a lot of liquidity.

Once big money rotates out metals in this environment, there is simply nowhere else to go but crypto.

[Let's print those God candles, BTFD!]

🚨1Y INFLATION SWAPS UP ANOTHER 10% THIS MORNING TO 3.3. GOLD DOWN 4%. STAGNATION BROS IN DISBELIEF. THEY CAN'T EXPLAIN IT!

This is not stagflation, this is the 2026 reflation trade in action.

Big money knows and is rotating out of gold for the final blow off in risk assets. Then it will flow back in Treasuries in 2027 when Warsh wages financial war on China.

[Crypto will moon, BTFD ASAP!]

🚨GOLD CRASHES UNDER $4600

Crypto is about to moon hard. A lot of money will be coming our way as more gold holders see the writing on the wall.

🚨HYPERINFLATION FOR THEE, NOT FOR ME: OPERATION EPIC FURY IS A MASTER STROKE OF SHEER GENIUS BY TRUMP; CRYPTO WILL PUMP HARD FUELLED BY THE GLOBAL INFLATION HEDGE TRADE

Look at the chart to understand why Trump doesn't want this war to end.

In the US, the inflation shock is manageable, cushioned by AI led productivity gains. US oil prices will increase just enough to trigger the 2026 reflation trade, not rate hikes.

In Europe and Asia, the situation is quite different. Capital is already flowing into the USD, while central banks are scrambling to raise rates in an effort to rein in inflation.

[Crypto melt up inbound, BTFD!]

🚨GOLDMAN: THE HORMUZ SHOCK IS THE LARGEST OIL SUPPLY SHOCK ON RECORD

[It's jet fuel for crypto, I can tell you that much. BTFD!]

🚨BTC BACK ABOVE $71200, NOW GREEN ON THE WEEK

Every dip will be bought. This is the year of the blow off tops.