🚨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.

🚨IF YOU WANT TO KNOW WHERE BITCOIN IS HEADED JUST LOOK AT BLACKROCK'S ETF FLOWS SINCE SOH SHUTDOWN

The Strait of Hormuz shutdown officially started a global asymmetric inflationary shock.

IBIT started snapping up BTC as soon as transit through Hormuz halted.

Smart money knows the inflation hedge trade will come back on steroids and crypto will moon.

[BTFD ASAP!]

🚨FED'S BOWMAN: I HAVE WRITTEN IN THREE CUTS FOR THIS YEAR; WARSH WILL HAVE STRONG IMPACT ON FED IF CONFIRMED

Bowman is another hawk turned dove after Trump got elected. Confirming her call for 3 rate cuts here means she is fully aligned with Warsh's AI led productivity boom thesis.

Regime change incoming at the Fed and there is nothing anyone can do to stop it.

[BTFD before everything rips!]

🚨FED'S WALLER: THOUGHT I'D BE DISSENTING AFTER LAST JOBS REPORT; CLOSURE OF HORMUZ SUGGESTED MORE INFLATION PRESSURE; WOULD ADVOCATE CUTS AGAIN LATER IN YEAR IF LABOR WEAK

Waller is a dove that has been slightly less dovish since Warsh was announced.

He is pissed Trump didn't pick him as Fed Chair.

[The Fed will cut moar this year, BTFD before everything rips!]

🚨US INTERIOR SEC. BURGUM: PRESIDENT TRUMP’S ENERGY STRATEGY IS 'BUILT FOR THIS MOMENT'

The strategy is an asymmetric inflationary shock to kickstart the 2026 reflation trade.

2026 is the year to reflate everything.

[BTFD don't listen to panicans, we will moon hard soon!]