Timothy 🟢 | Panic Drop

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Happy Friday all! If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - The US war with Iran has cost an estimated $25 billion since strikes began. - Iran launches its 15th missile attack on Israel since midnight. - Prime Minister Netanyahu says Iran is no longer capable of enriching uranium or producing ballistic missiles. - President Trump states he advised Israel against striking oil and gas fields. - Treasury Secretary Bessent indicates the US may lift sanctions on Iranian oil. - Brent crude oil prices briefly surge to $116 per barrel after Middle East refinery strikes. - US gas prices climb to $3.88 per gallon, marking the largest monthly increase in 30 years. - The Cleveland Fed projects 3% CPI inflation for March. - Polymarket now prices a 33% probability of no Federal Reserve rate cuts in 2026. - Brazil implements a 25 basis point rate cut, lowering its benchmark to 14.75%. - North Carolina advances a bill to create a state strategic Bitcoin reserve. - Morgan Stanley files SEC paperwork for a spot Bitcoin ETF under ticker MSBT. - Strive acquires 317 Bitcoin for $23 million, bringing total holdings to 13,628. - A testnet for Bitcoin Improvement Proposal 360 launches to improve quantum security. - SEC Chair Paul Atkins emphasizes the need for regulatory clarity in crypto markets and announces a new framework. - Kalshi raises over $1 billion in new financing at a $22 billion valuation. 📊 Altcoin Market Updates 📊 - Sui introduces the Hashi devnet, enabling Bitcoin holders to earn yield and participate in lending and borrowing. - The Solana memecoin $LOL surges 895% within 24 hours of its launch on PumpFun. - JPMorgan highlights Hyperliquid's rising popularity for continuous oil trading. - Crypto.com adopts AI across the enterprise, leading to a roughly 12% reduction in its workforce. - More than 127,000 crypto traders face liquidation over the past 24 hours. If you enjoyed this daily roundup, make sure to follow me – I'll see you tomorrow. Credit to the following X accounts for key insights & updates: @whaleinsider @bitcoinmagazine @watcherguru @degeneratenews @charliebilello @economyapp @earnings_time

The biggest weight in CPI is housing. Housing inflation is absent right now. Commodities alone can't push CPI to 2022 levels. The ceiling on this inflation scare is lower than people think.

Magnificent 7 names down 20%. Full-on bear markets in individual large cap growth stocks. This environment demands patience.

@QC_Capitals Congrats!

Just hit 400 followers !! 🎉🎉 Big day today, almost 80 new followers!!! Huge thanks to every single one of you for the support - means a lot ❤️ We will keep on grinding🚀

@DataChaz @openclaw Damn, I wish it could function without the desktop being open. Is that coming too?

🚨 Anthropic just dropped its 🦞 @OpenClaw competitor Meet Dispatch. A new research preview in Claude Cowork that completely changes how you interact with AI. Here’s how it works: 1️⃣ Pairs your phone to a persistent Claude session on your desktop 2️⃣ Message tasks on the go, come back to finished work 3️⃣ Executes code in a secure, local sandbox Your files stay 100% local and private, and Claude asks for your approval before touching anything Sure, the desktop needs to stay on, but the flexibility is insane. Rolling out now to Max users (Pro coming soon). Time to pair that phone! 👀

The White House needs a win but conceding isn't in Trump's nature. Iran can maintain the Strait of Hormuz closure. The probability of a clean ceasefire doesn't add up. Markets hate math that doesn't add up.

@MoInvestingHQ Peter Lynch is very easy to read, love them!

Beating the Street by Peter Lynch is the latest investing book pickup, look forward to getting into this one Whats your top investing book recommendation?

The longer the war drags on, the more likely crude breaks above $100. And if crude breaks out, equities break down. Time is not on the bull's side right now

Year after year the narratives scream collapse. Year after year the economy expands. At some point, the question isn't "when will it break?" It's "why do you keep believing people who are always wrong?"

@NotA_Bull Congrats!

900K TO GO! 🤯🤯🤯 I started Jan. 30th, 2026!

@BlackMambaMilli Thanks for your service 🫡

🔸Daily Bitcoin Buy🔸 Bitcoin: +0.00029216 ($20.60) Bitcoin Balance: 0.03299798 Cash Equivalent: $2305.05 Before my first beach day 🏖️ with my family, we still get up and buy some Bitcoin ☀️ Plan for the day: 𝕏 before kids get up➡️beach ➡️eat➡️beach ➡️eat➡️beach➡️eat➡️sleep

@GrantTradesX There will always be someone else with more money

I have to admit it is annoying seeing people posting about their actual net worth here. Seems like a desperate attempt for attention. “I’ve got more money than you, therefore I’m better than you and you should follow me”

@jaynemesis Feels like we are heading into a flash crash, but also one tweet away from V-shape recovery

Things are going to get real serious next week.

Every time inflation spikes, a new narrative appears. 2022: consumer spending collapse. 2024: K-shaped economy. Same fear. Different label. Still no recession.

@DividendTalks Meta is a beast you don't want to fade

Bill Ackman went $2B long $META at $625. Now it’s down ~30%. His view: “Deeply discounted. Huge AI upside.” Market today says he’s wrong. History says don’t bet against him. Who’s right this time?

@dividendology It is if you think in years

$MSFT is now down over 18% in 2026. Forward P/E: 23.42 (lowest in 5 years) Projected 3YR EPS Growth: 16% Is $MSFT a 'no-brainer' at these prices?

Gold peaked two days after the S&P's all-time high. Both have been falling since. They mirror each other more than people want to admit.

@MoInvestingHQ I see buy therapy 🧘‍♂️

Gm 🙂 Waking up to some red therapy today 🔴 Have a great day everyone!!

@burrytracker What are you implying?? The trend is clearly up for years and will continue to go up

Breaking: Google searches for “Can’t Afford” continue to hit all-time highs.