Digital Markets Desk

@KobeissiLetter Is "Fuckin" authentic Trump diction though?

President Trump's Truth Social post about Iran this morning is so unprecedented, that even Grok is calling it a "meme-style image of a fabricated Trump post." This post is entirely real, buckle up for an eventful week ahead.

@KobeissiLetter We unironically expect little change when futures open - its a mixed big with some traffic through the Strait, the near-disaster with the pilot shootdown and rescue. BTC is near unchanged over the weekend - equities should follow.

US stock market futures open in 9 hours. Meanwhile, it has been a highly eventful 3-day weekend, one of the most eventful weekends of the Iran War yet. President Trump has threatened to "reign hell" on Iran, declared Tuesday as "Power Plant and Bridge Day," and US forces embarked on one of the most complicated rescue missions in history. Iran's response has effectively been to "troll" President Trump on social media and threaten to "make the entire region hell if you escalate further." President Trump wants the Strait of Hormuz open, but Iran won't open it. And, new US intelligence suggests Iran is "unlikely to open the Strait of Hormuz any time soon." Why won't they open it? Because pressure through capital markets and the ongoing closure of the Strait of Hormuz is Iran's primary form of leverage in this war. Furthermore, Iran's Speaker of the Parliament began hinting at a potential closure of the Bab al-Mandab Strait this weekend in the Red Sea, which accounts for ~7 million barrels of daily oil supply. Oil prices closed Thursday at $112/barrel and we believe we could see $120+/barrel as soon as tonight without de-escalation. A highly volatile week is ahead of us.

U.S. President Donald J. Trump in a post Easter Sunday directed at Iran via TruthSocial: “Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the Fuckin' Strait, you crazy bastards, or you'll be living in Hell - JUST WATCH! Praise be to Allah. President DONALD J. TRUMP”

@conorsen Is "Fuckin" authentic Trump diction?

That post really doesn’t sound like him.

🚨 TRUMP RETURNS: “Open the Fuckin' Strait, you crazy bastards.”

@disclosetv Can any Trump diction enjoyers confirm "Fuckin'" is authentic?

JUST IN - Trump tells Iran: "Open the Fuckin' Strait, you crazy bastards, or you'll be living in Hell."

BREAKING: President Trump tells Iran “open the f***** Strait of Hormuz, you crazy bastards, or you’ll be living in hell.” Trump declares Tuesday as “power plant and bridge day.”

Hard power must, from time to time, be made unmistakably clear to both enemies and allies alike - because absent its demonstration, neither will have reason to fear nor respect you. The world is reminded that the 21st century will remain American.

@HarmlessHQ Hard power must, from time to time, be made unmistakably clear to both enemies and allies alike - because absent its demonstration, neither will have reason to fear nor respect you. The world is reminded that the 21st century will remain American.

America's military might is ridiculously underrated. Do you know that while American Special Forces was conducting the search and rescue mission for the missing F-15 crew member, These American Special Forces set up a remote base in the middle of Iran, right before IRGC, and operated from the base till the missing airman was located and evacuated. It's now obvious that Trump has just been delaying the full destruction of Iran and even the reopening of the Strait of Hormuz.

@Defence_Index Hard power must be demonstrated to both your enemies and allies from time to time - without doing so none will fear you.

🚨NYT: A senior U.S. military official says the mission to rescue the airman ranks among the most challenging and complex operations in the history of U.S. special operations.

Dear Americans, Where is President Trump?

@clashreport An incredible display of hard power that will likely be as impactful on the Iranian regime as it is on other US detractors ("allies") that have second thoughts about whether the 21st century remains American.

U.S. forces conducted a deep incursion ~400 km inside Iran, south of Isfahan, a highly sensitive area with nuclear facilities, missile bases, and an airbase. The goal was to recover a downed F-15E jet pilot, using a temporary desert airstrip set up in a sparsely populated region. The operation relied on surprise and remote terrain to avoid detection. Multiple aircraft and helicopters were allegedly involved. But leaving the area became difficult, suggesting complications during extraction. Implications (if true): Would indicate significant weaknesses in Iran’s air defense coverage, even near strategic sites. Raises questions about response time and detection capability. Hypothetically shows how such an operation could be used for more strategic objectives (e.g., seizing Iran's enriched uranium stockpiles). Coordinates: 32.258394, 51.901927 (@andynovy)

@DI313_ An incredible display of hard power that will likely be as impactful on the Iranian regime as it is on other US detractors ("allies") that have second thoughts about whether the 21st century remains American.

‼️🇺🇸 Straight out of a war movie. Late night, US special forces locate the second pilot and land a transport for extraction but it gets stuck. Operators are forced to hold positions under fire as three more aircraft rush in for a high-risk rescue. At the same time, a C-130 gets trapped in sand at a remote base in Iran. With no recovery possible, a Delta element destroys it on the spot. Two US aircraft gone in one mission.

@itswpceo An incredible display of hard power that will likely be as impactful on the Iranian regime as it is on other US detractors ("allies") that have second thoughts about whether the 21st century remains American.

BREAKING: 🇺🇸 This is the greatest Rescue operation in history of America. 48-HOUR RESCUE INSIDE IRAN HOUR BY HOUR APRIL 3 - F-15E Strike Eagle (Viper 21) shot down by Russian missile over southwestern Iran. - Mach 2.8 intercept, proximity fuse detonation. - Both crew eject successfully. HOUR 0 - Pilot recovered within minutes by ground team. - WSO lands alone, injured (broken ankle), deep in enemy territory. HOURS 1-4 - WSO starts evasion using night and terrain. - IRGC launches massive manhunt with drones and dogs. HOURS 4-8 - Thousands of Iranian civilians join the search for bounties. - U.S. jams Iranian radars and communications. HOURS 8-12 - WSO climbs 7,000-ft ridge despite injury. - U.S. strikes crater roads to block IRGC reinforcements. HOURS 12-18 - WSO reaches ridge top, hides in rocky crevice. - Makes first brief radio contact with friendly forces. HOURS 18-24 - A-10 Warthog shot down by Chinese MANPADS. - Pilot safely recovered by naval assets. HOURS 24-30 - Two HH-60W rescue helicopters hit by ground fire during attempt. - Crews wounded but return to base. HOURS 30-36 - U.S. escalates with cruise missile strikes on IRGC air defenses. - WSO survives near-miss drone strike, relocates under fire. HOURS 36-42 - Nighttime full extraction launched. - Special operations teams insert and engage IRGC in firefight. HOURS 42-48 - WSO located, stabilized on site, and extracted under heavy fire. APRIL 5 — EARLY HOURS - WSO pulled out alive and conscious. - Both F-15E crew members safe.

@MarioNawfal The value of demonstrating to your enemies and detractors ("allies") that you've still got that dog in you: priceless.

🇺🇸🇮🇷 Rescue operation for F-15 pilot cost the U.S up to $386 million in aircraft alone: F-15E Strike Eagle destroyed: about $100 million A-10 Thunderbolt II destroyed: about $18.8 million 2× C-130 Hercules destroyed: $150 - $200+ million total MH-6 Little Bird destroyed: about $7.5 million 1–2× MQ-9 Reapers destroyed: about $30–60 million Value of saving a U.S pilot stuck in enemy territory: Priceless Source: Clash Report

@cryptorover Stricter yield curve control may be required in Japan once more - at 236% debt to GDP ratio - soaring borrowing costs are absolutely no joke.

Japan bond yields are soaring. You know what's coming next.

@cryptorover BTC relative strength against both gold and equities has been incredible - despite thr economic and geopolitical backdrop, we have not even breached the Feb 5 low of 60K.

💥BREAKING: Fidelity says capital rotated from Bitcoin into gold at the top and is now flowing back into BTC. Says Bitcoin is acting like a safe haven while gold trades like a risk asset.

💥 IRAN INVASION ODDS After the vaguely worded “US enters Iran” market resolved as “yes” with the overnight special forces rescue mission, we now have an explicit US invasion market. There is a 59% chance the US will *invade* Iran this year. polymarket.com/event/will-the…

@FaCricket49484 Good question - it looks like it is in dispute. oracle.uma.xyz/?project=Polym…

@DigitalMktDesk yeah totally rigged i mean this market was supposed to be for actual ground invasion of us on iranian grounds i mean strange and funny at the same time lol btw what do you think, they are taking 3d time for resolution is there any chance of it being resolved to no??

⚡️MARKET INTEL: This is fascinating. The "US forces enter Iran" market has resolved - not because Trump authorized a conventional ground invasion, but because the special forces raid to rescue the F-15 pilots involved ground action. It is critical that retail investors understand what exactly they are betting on when looking at prediction markets - we expect few would have understood that this rescue raid and subsequent withdrawal would be sufficient to resolve the bet.