Reducing risk on shorts, continuing my bitcoin accumulation for macro as always :)

Latest from President Trump and Iran: youtu.be/zJ_zc__ACv8?si=uqauYEChcZMpgqOw

TRUMP: “Many of the 15 points have already been agreed to”. Referring to the peace deal with Iran.

He has also set a 50% tariff on countries supplying arms to Iran.

Happy CPI day to those who celebrate!

Expecting a minimum full percentage point higher datapoint compared to the last reading.

Not too optimistic for its impact on risk-on markets (particularly Bitcoin).

Going live in ONE hour to discuss my thoughts.

This morning, America and Iran have unfortunately not reached an agreement during peace talks.

S&P500 new ATH!

ISRAEL AND LEBANON HAVE AGREED TO A 10-DAY CEASEFIRE

Breaking from Trump (bullish for risk on)

The Strait of Hormuz is completely open and ready for business and full passage, but the naval blockade will remain in full force and effect as it pertains to iran, only, until such time as our transaction with Iran is 100% complete. This process should go very quickly in that most of the points are already negotiated.

Based off current information, it looks like this war “military operation” could finally be over.

Expecting another pump towards $78,000 to close the CME gap.

The last post on geopolitics became outdated fast sadly, provided the update on Saturday.

Here is my current BTC outlook:
youtu.be/6JwrPZpjAsg

Warsh’s hearing starts in 30 mins. Could last anywhere between 1.5-3 hours. Perhaps even more.

If he isn’t confirmed to become the next Fed chair, that will signal uncertainty, in my opinion, resulting a drop.

His confirmation should be bullish for risk-on. Fingers crossed!

BREAKING: KEVIN WARSH SAYS THAT HE WILL BE INDEPENDENT FROM THE PRESIDENT.

AND DOESN'T KNOW WHY TRUMP PICKED HIM.

LOOKS LIKE NO RATE CUTS THIS YEAR...

Accumulating more $TON!

Bitcoin and the S&P500 are repeating an event from 2018 almost identically... Sadly, that's not good news for short-term bulls.

Highly recommend watching today's update: youtu.be/XvlHK1cXKPA