Dariusz

I like economics

[The Kobeissi Letter @KobeissiLetter]

EXPECTED TERMS OF US-IRAN PEACE DEAL:

1. Extends ceasefire between US and Iran for 60 days

2. Begins 60-day negotiation period for technical discussions around Iran's nuclear program

3. Removes US Naval blockade and reopens Strait of Hormuz

4. US will commit to discuss sanctions relief with Iran

5. US will commit to discuss the release of frozen Iranian funds

6. Peace deal includes permanent end to fighting on all fronts, including Lebanon

7. Final agreement to be signed on June 19th in Switzerland

We expect to receive more detail on terms shortly.

[Senator Cynthia Lummis @SenLummis]

The rules for digital assets exist. We just have to make them law. That is what the Clarity Act does.

[Vince Langman @LangmanVince]

Give me the 1950s any day of the week!

[Secretary Marco Rubio @SecRubio]

Today, I am sanctioning Cuba’s state-owned energy company, Unión Cuba-Petróleo (CUPET), under President Trump’s EO 14404. Cuba’s Communist elites have weaponized energy as a tool of social control and kleptocratic profit.

For decades, the regime has stolen and hoarded available fuel — using it for the Castros’ private jet, the security services forces used to repress the Cuban people, to keep empty tourist hotels lit up, and to bus people in for fake protests and political stunts — all while the Cuban people have suffered blackouts and waited weeks to fill their cars.

President Trump wants a new future for the Cuban people with greater economic and political freedom and opportunity. Until then, we will continue to target the Communist regime’s ability to leverage its energy trade to further its corrupt agenda and violently repress the Cuban people.

[SpaceX @SpaceX]

Teams are go for launch with a $135 price per share for the SpaceX IPO → https://t.co/HlsF4GxRbI

[Prof @TheProfInvestor]

My First purchase of SpaceX will be in 10 months.

All IPOs trade in a similar trend.
Shocking stats:

- Most IPOs drop 50% after going live. Look at $CAVA $RDDT $ALAB $CRWV $CART $CBRS
- Some drop further to 70-80%, look at $HOOD $PLTR
- And some never recover: $MBLY $CRCL $KLAR

[Merlijn The Trader @MerlijnTrader]

THE LARGEST ETHEREUM HOLDER ON EARTH IS NEARLY $9 BILLION UNDERWATER. AND STILL BUYING.

🇺🇸 Tom Lee's BitMine holds over 5,400,000 ETH, bought at an average near $3,476.

With ETH below $1,800, that's roughly $8,900,000,000 in unrealized losses.

This week, as the stock hit its lowest since the strategy began, BitMine bought another 127,000 ETH.

Lee called the selloff "superficial."

This is the purest conviction-versus-capitulation test in the market right now.

Either he's buying the generational bottom.
Or it's the most expensive conviction trade in crypto history.

The chain will settle it.

[Canada Proud @WeAreCanProud]

Mark Carney's trade policies are so DISASTROUS that they're catching the attention of the Japanese.

The Japan Times published an article on Tuesday noting that "Mark Carney’s trade push collides with reality."

Not only is he FAILING in his negotiations with the United States, but he's FAILING to find new trade partners from around the world.

How bad is the situation?

According to The Japan Times, "Canadian officials acknowledge that the main draw for many potential trading partners is the prospect of gaining tariff-free access to the world’s largest market through Canada’s participation in ‌the U.S.-Mexico-Canada trade ‌agreement."

In other words, the only reason many of these countries wanted to trade with us in the first place is because it would give them backdoor access to American markets.

If Mark Carney can't secure that American market, then these other countries are simply not interested.

But the report gets even worse.

Acknowledging that Japanese companies own 75% of Canada's auto producers, the report further states that "for many of the Japanese companies investing here, one of the reasons for their investment is definitely the special access Canada has enjoyed ​over the long years."

If we can't maintain access to the American market, then the Japanese companies won't see a as much of a reason to produce autos here.

Do you think Mark Carney will be able to fix the mess he's created?

[Senator Cynthia Lummis @SenLummis]

Other nations are accumulating Bitcoin quietly. We should be doing it loudly, on the record, by law.

[The Long Investor @TheLongInvest]

I will buy Space X stock in 9-12 months after it crashes -50% after its initial bounce on Friday.

Save this and we’ll outsmart everyone

[The Long Investor @TheLongInvest]

$BTC LISTEN UP

I don't know who needs to hear this

But I am gonna say it

WAVE 2 HOLDING SUPPORT ON THE 200 WMA AND IN BETWEEN THE 0.5 - 0.618 FIB RANGE

IS AS STANDARD AS YOU'LL GET FOR WAVE 2

IT COULD NOT BE MORE PERFECT

THIS IS WHERE YOU ADD, NOT SELL.

[First Squawk @FirstSquawk]

CNN: TRUMP HAS DECLARED AN IRAN DEAL 'IMMINENT' 37 TIMES, YET NO AGREEMENT HAS BEEN REACHED

[The Kobeissi Letter @KobeissiLetter]

Another record has been set.

The US stock market cap-to-GDP ratio is up to a record 238%.

This comes as the stock market's value surged to an all-time high of $75.7 trillion, far exceeding the ~$31.8 trillion size of the US economy.

This ratio has surged +38 percentage points since the March 30th bottom in the S&P 500.

This metric is also now +90 percentage points above the 2000 Dot-Com Bubble peak of ~148%.

Since the 2008 Financial Crisis, the US stock market has grown at 5x the rate of the underlying economy.

Asset owners are winning more than ever.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: FTX founder Sam Bankman-Fried formally applies for a pardon from President Trump.

[CryptosRus @CryptosR_Us]

🇺🇸 CLARITY ACT COUNTDOWN STARTS NOW

Senator Cramer says the US “cannot allow digital assets and digital industry to go overseas,” but the Senate may only have about 8 weeks to act before the midterms.

[*Walter Bloomberg @DeItaone]

BOFA WARNS STOCK MARKET TOP RISKS ARE GROWING

Bank of America is urging investors to take profits, saying roughly 70% of its bear-market indicators have been triggered, a level consistent with past market peaks. The bank warns U.S. stocks are broadly expensive, speculative activity is increasing, and market gains are becoming increasingly concentrated. While BofA still sees opportunities in individual stocks, it remains cautious on the broader S&P 500 and targets 7,100 by year-end.

[Senator Cynthia Lummis @SenLummis]

I did not spend years on this issue to watch another country write the rules that govern the assets Americans invented. Let’s pass the Clarity Act.

[Reuters @Reuters]

Israel said it struck military targets in western and central Iran, even after US President Donald Trump reportedly told Israeli Prime Minister Benjamin Netanyahu to refrain from further attacks https://t.co/5Krtb3yzcP

[Echo Analysis @EchoAnalysis]

$ONTO 🔬

Makes the tools that inspect semiconductors inside chip fabs. Every chip made passes through equipment like theirs.

$1B revenue. Zero debt. 49% gross margins. 👀

I am very bullish long term, full chart is below 👇