MONITOR TIC

“Gasoline prices have jumped sharply since the US and Israel launched their war against Iran. That's expected to push the annual inflation rate back above 3% when the price index for March is released on Friday. Core inflation, which strips out volatile energy and food prices, is also expected to be higher in March than it was in February.”

“Trump said the rescued officer sustained injuries, but quote, he will be just fine. This was the first time Iran has shot down a US fighter jet since the war started. President Trump also issued a profane threat to Iran on Easter Sunday morning. He said starting Tuesday, the US will bomb power plants and bridges if Iran doesn't open the Strait of Hormuz.”

“The judge’s order to stop construction is another example of how the former president's legal challenges are bleeding into his private business interests.”

“This isn't just a funding round; it's a message that the capital requirements for AGI are so massive they've created a moat of pure cash.”

“What happens on holidays and weekends alike? Well, obviously the markets close, right? Low liquidity. Very, very low liquidity and a lot of violent moves are going to be had. So I would not be surprised to see Bitcoin... it is either going to make a big move to the upside, big move to the downside. I am still bullish as long as we can keep Bitcoin above this range.”

“The timing of these trades relative to the Iranian conflict isn't just lucky; it points to a systemic issue with how sensitive military info is reaching the market.”

“The rally on the final day of the quarter doesn't change the fact that we're seeing more churn under the surface than the headline numbers suggest.”

“The market is starting to look past the immediate conflict, betting on a ceasefire or a definitive end that restores supply chain normalcy.”

“We’re moving into the 'loopy' era where agents aren't just helping you write code, they are closing the loop on the entire scientific process of discovery.”

“Bitcoin dropped 67, US futures down, meaning the stock market was down 1.5 percent, gold was down 2.7 percent, and oil spiked almost 10 percent here. Tons of major news outlets signaled Trump would be winding down the war. And what he did was basically say this could go on even further. Bitcoin falls on fears of escalation here. We now have fresh concerns about escalation of the war in Iran, reducing demand for risky assets.”

“The key is distinguishing between temporary geopolitical noise and fundamental business changes.”

“In his Easter address, Pope Leo said that peace cannot be achieved through weapons or threats. At a time when political leaders in the United States and in Israel have employed religious language to justify the war in Iran, the Pope said that the Christian story is one of non-violence.”

“We’re moving into the 'loopy' era where agents aren't just helping you write code, they are closing the loop on the entire scientific process of discovery.”

“The key is distinguishing between temporary geopolitical noise and fundamental business changes.”

“I feel like we are forming a bottom, and I don't give so much credence in my mind to that crazy washout down the $30,000. And now I'm starting to see chats in YouTube channels go sit call for $10,000, $15,000, $20,000. I think that's copium at this point. It is a very good bottom sign, and we're holding above $60,000 while the president of the most powerful country on the planet is talking about sending a major nation into the stone age.”

“We've moved past the 'buy everything AI' phase and into a period where the market is actually scrutinizing the delivery and inventory of these chips.”

“Reopening of the Straits will be slow because it may have been mined. Also, the logistics of getting all the ships that are trapped in out and the ones that are out in will be slow. Repair, there's been a lot of damage to infrastructure. We don't know how bad.”

“At the weekend box office, the Super Mario Galaxy movie took the top spot with an estimated $130 million in ticket sales. That's the biggest opening of the year for a Hollywood film. The Illumination and Nintendo co-production capitalized on kids' spring break vacations, and despite mixed reviews, audiences were happy.”

“Solana down almost 6%. We're going to talk about the hack that happened, Drift Protocol. Major, major dex on Solana. It is now down 40%. We're going to talk about the fallout. Zach XBT, he is pissed at Circle. Very pissed at Circle, Drew. I got out of Drift, I think, it spiked over $2. I think it even went to $3 at a point, but seeing it where it's at right now, I mean, absolutely craze.”

“The markets are reeling from Donald Trump's speech last night. We have some key levels that we have identified, and it looks like Bitcoin rejecting straight from our trend line. We're going to talk about that in a little bit. We are running out of space for Bitcoin to make a major move. You can see one, two, three, four daily candles... the next four or five days, Bitcoin is going to have to make a major move.”