Tim Kahler

[Kyledoops @kyledoops]

🚨ALERT: Kuwait reports Iranian drones and missiles striking Kuwait International Airport with substantial damage and casualties. All flight operations have halted.

Curious to see how this will affect markets, stocks continue to melt up in a serious way, shaking off all bad news.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump signs executive order to shut down bank accounts used to "enable illegal immigration."

[Elon Musk @elonmusk]

𝕏

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 TRUMP WILL SIGN AN URGENT EXECUTIVE ORDER TODAY AT 3:30 PM ET, RIGHT BEFORE MARKETS CLOSE!

HE NEVER SIGNS BEFORE MARKETS CLOSE UNLESS SOMETHING BULLISH IS HAPPENING.

REPORTS EXPECT HIM TO OFFICIALLY SIGN THE PEACE MEMORANDUM WITH IRAN.

THIS WOULD BE REALLY GOOD FOR MARKETS...

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran rejects today's Axios report claiming a US-Iran deal or MOU has been reached, saying "Axios is fake news" and Iran "will not sign any agreement that does not align with our interests," explicitly rejecting the current deal terms. Iran also does not accept the proposed 60 day ceasefire extension due to continued violations of it and will "respond to any further violation of the ceasefire," per two members inside the negotiations.

Iran's Supreme Leader Mojtaba Khamenei has also not approved or agreed to the proposed agreement and terms.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US Treasury Secretary Bessent calls on Congress pass crypto Clarity Act.

"The most important thing we can do is make digital assets come into the United States."

[0xNobler @CryptoNobler]

🚨 BREAKING

🇺🇸 BLACKROCK JUST STARTED LIQUIDATING BITCOIN AHEAD OF THE U.S. MARKET OPEN TODAY.

THEY DUMPED $530,000,000.00 IN 5 MINUTES AND NONSTOP SELLING EVEN MORE RIGHT NOW.

LOOKS LIKE THEY KNOW SOME REALLY BAD NEWS IS COMING...

[0xNobler @CryptoNobler]

🚨 BREAKING

🇺🇸 FED PRESIDENT TO MAKE AN EMERGENCY ANNOUNCEMENT TODAY AT 8:55 AM ET.

INSIDERS EXPECT HIM TO OFFICIALLY START QE (MONEY PRINTING) AND ANNOUNCE A NEW $50 BILLION LIQUIDITY INJECTION.

ALL EYES ON THE FED TODAY 👀

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump says former SEC Chair Gary Gensler "nearly destroyed the American crypto industry."

"We will codify a future-proof digital asset market structure that cannot be undone by crypto haters."

[Watcher.Guru @WatcherGuru]

JUST IN: 🇮🇹 Banca Sella to become first Italian bank to offer crypto services.

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 TRUMP WILL MAKE AN "URGENT" ANNOUNCEMENT TODAY AT 6 PM ET, RIGHT AFTER THREE POLICY MEETINGS IN A ROW.

REPORTS EXPECT HIM TO OFFICIALLY END ALL PEACE NEGOTIATIONS WITH IRAN AFTER IRAN DESTROYED A US DRONE.

IF TRUE, THIS IS EXTREMELY BAD FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸🇮🇷 THE FINAL US IRAN DEAL DRAFT WILL BE ANNOUNCED IN THE NEXT FEW HOURS.

HERE’S WHAT IT INCLUDES:

- IMMEDIATE CEASEFIRE ON ALL FRONTS.
- BOTH SIDES WILL STOP STRIKES ON EACH OTHER’S INFRASTRUCTURE.
- FREEDOM OF SHIPPING IN THE PERSIAN GULF AND STRAIT OF HORMUZ WILL BE GUARANTEED.
- SANCTIONS WILL BE GRADUALLY REMOVED IF IRAN FOLLOWS THE DEAL.
- TALKS ON THE REMAINING ISSUES WILL START WITHIN 7 DAYS.

GIGA BULLISH FOR MARKETS!

[Remarks @remarks]

JUST IN: 🇺🇸 California Governor Gavin Newsom's former Chief of Staff Dana Williamson pleads guilty to corruption and tax charges.

[Scale Line 🌐 @ReportsGaz31211]

@remarks BREAKING: Allegations from a CIA whistleblower suggest Fauci influenced internal intelligence discussions on COVID origins as agencies changed stance on the lab leak theory.

https://t.co/UnLEb7XsBr

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Robinhood CEO Vlad Tenev says US is very close to passing the Crypto Clarity Act "to ensure American dominance in digital finance."

[Watcher.Guru @WatcherGuru]

JUST IN: BlackRock, JPMorgan and Morgan Stanley open dozens of new crypto job positions.

[PaulBarron @paulbarron]

🚀Regardless of whether the banks are making one last-ditch effort to stifle the Clarity Act, the Markup happens on the 11th of May - get ready.🔥

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Senator Tim Scott says Congress is making "real progress" on crypto market structure legislation.

[Kyle Chassé 🐸 @Kylechasse]

The Iran war is now coming for your credit score.

That's the headline. Here's what's actually happening.

Nobody's FICO dropped overnight. No press release went out saying "we raised our cutoff from 660 to 700." It just... happened.

Lenders aren't announcing tighter standards. They're just quietly moving the goalposts.

The borrower who sailed through underwriting six months ago is now getting "we'll get back to you" emails that never come.

Here's the real mechanism. When the Strait of Hormuz shut down, it sent oil prices higher, bond yields followed, and the 10-year Treasury spiked from below 4% to 4.48%.

That yield sets the price of your mortgage. Of your car loan. Of your credit card debt.

Mortgage rates climbed for five straight weeks after the war began. They were at 5.98% in late February. A historic low. Then the war started.

People are focused on the Fed. Will they cut? When?
Wrong question.

Credit markets don't just focus on rates. They focus on risk and risk perception. And right now, geopolitical risk is repricing everything below the surface.

War doesn't just kill soldiers.

It quietly kills credit access for millions of ordinary people who never hear a shot fired.