Morius

Starting to think that we are currently witnessing the transition from Step 4 to Step 5 in Trump’s 7 Steps of Maximum Pressure. Step 1. US has already “Asked for the Moon” (initial pre-conflict demands) Step 2. “Whipped out the Big Button” (decapitated Iran leadership, destroyed Iran Navy,..) Step 3. “Punch Someone in the Mouth” (Infrastructure Day) Step 4. Break Bread, Make Friends -> The ceasefire is the magnanimous gesture. Trump went from “a whole civilization will die tonight” to “workable basis for negotiation” & “Golden Age of the Middle East” within a few hours. He “accepted” Iran’s 10 point plan as a starting framework after calling it “not good enough” the day before. He invited delegations to Islamabad. Markets rallied & the world exhaled. Now you sit down, you break bread, you behave generously & you make the other side believe the deal is real & imminent. Which means that the walkaway (Step 5: Leave the Bride at the Altar) hasn’t happened yet. The Islamabad talks on April 10 are the altar. Vance, Witkoff, & Kushner fly in. Pakistani mediators set the table. Iran sends a delegation (probably led by Araghchi or Ghalibaf). The optics will suggest momentum. The world will believe a deal is forming. Then, if Iran doesn’t concede to a favorable deal for the US.. Trump walks away. If Iran’s version of “reopening” amounts to escorted convoys under IRGC coordination rather than unconditional free passage, Trump can declare the ceasefire condition unmet. He goes back to Truth Social: “Iran has NOT opened the Strait. They are playing games. The deal is OFF.” Oil spikes & markets panic again. Iran, having already made concessions (accepting the ceasefire, sending a delegation, publicly engaging), is now in a worse position than before, because the world saw them come to the table & now fail. The blame now rests on Iran, they are now the “unreasonable party” that is causing an economic calamity. The external & internal pressure on Iran to concede will intensify dramatically. That’s when we get to Step 6 (Kiss & Make Up).

US to start automatically registering men eligible for the military draft in December-Military Times

I took some positions into $CVX, $GEV and $CAT. The thesis is energy stocks for hyperscale demand. $CVX recently broke out of a 2.5y descending channel and is gearing up for fresh highs. Recently Chevron partnered with GE Vernova (GEV) to build natural gas modular power plants, which allows hyperscalers to bypass electricity grid connexions which can take years.

PAKISTANI SOURCE: THE IRANIANS TOLD US THEY WILL GET BACK TO US TONIGHT. THE MEDIA IS REPORTING THEY’VE SAID NO. BUT WE HAVE NOT RECEIVED ANY OFFICIAL CONFIRMATION FROM IRAN. SO WE ARE JUST WAITING.

SPACEX IPO COULD BREAK RECORDS SpaceX may file for an IPO as early as this week, according to The Information, aiming to raise $75B+ with a potential June listing. The move is highly anticipated, especially after its merger with xAI, valuing the combined business at $1.25T. Some estimates suggest it could target a $1.75T valuation.

The world stage is setting up a face-melting rally for Bitcoin and people have yet to catch on. I can’t express any more bullishness, It feels like when BlackRock originally announced the BTC ETF in the bear market and everyone at the time was fading it. I genuinely cannot believe people are calling for 40-50K price targets as their FIRST area of interest to buy. Is it possible? Sure, anything can happen. But ask yourself, is it PROBABLE? All of this war bullshit will kill the global economy. The USA know what they’re doing, They’ve mapped out every possible line of attack that Iran may use [to pinpoint the blame on them]. And they’ll LET them do it too. Why? To “introduce” a one world digital currency [and guess what it’s been this whole time?] Yeah, Bitcoin. Soft-launched from day one to claim the throne when the timing was right. Why do you think America is invading all these countries to start with? Just fucking LOL if you think they care about the people living there. “Ohhh we’re freeing them from the Islamic regime!” - Iran “Ohhh we’re freeing them from the crazy dictator!” - Venezuela Etc. etc. You dumb retard. It’s about instilling a one world government system, Where their “own people” [the Epstein Elite] are managing everyone and everything worldwide. And they’ve caused so much conflict that “the people” require peace and stability, They’ll offer the solution. You create the problem and then give the solution. Do you understand? ~ Dr: Axius.

Bond yields have come low enough. Trump should have enough ammo for another round of geopolitical chaos.