Wall Street traders are shifting from the TACO trade (Trump Always Chickens Out) to NACHO (Not A Chance Hormuz Opens). Oil surged over 50% while the S&P 500 hit new highs, with three derivatives markets — insurance, oil futures, and rate cuts — all betting the Strait won't reopen soon.
Bitcoin fell to $88,700 and Ether to $2,930 as trade war fears resurface. Traders await Fed rate decision and Big Tech earnings this week.
Trump Media & Technology Group is exploring a new business tied directly to the market value of speed. According to the Financial Times, the company is considering selling low-latency access to Truth Social’s real-time feed to institutional clients, with pricing reaching as high as $100,000 per month. The service would let paying customers see Donald Trump’s posts before ordinary users, giving them a head start in tracking policy signals, political developments and market sentiment. The idea rests on a familiar Wall Street principle: public information can still be highly valuable if it reaches one group slightly earlier than everyone else. In this case, the product is not exclusive content in the traditional sense, but faster access to statements from a political figure whose comments have repeatedly moved equities, the dollar, gold and crypto markets. The report argues that Truth Social has become a primary channel for investors following Trump, especially on issues such as tariffs, trade, diplomacy and regulation. What makes the proposal stand out is that TMTG would not simply redistribute market data like a traditional terminal provider. Trump himself is the source of the information. That turns the service into a direct attempt to monetize the timing advantage around his posts, packaging presidential influence as a subscription product for trading firms and other institutions.
Arthur Hayes, co-founder of Maelstrom Fund, turns bullish, declaring an altcoin supercycle has begun after Bitcoin's breakout above ATH. He warns investors will regret missing the liquidity-driven wave that could send Bitcoin to $1 million and the Nasdaq 100 to 100,000 by 2028.
Arthur Hayes flips bullish, signaling an altcoin supercycle is underway. Maelstrom Fund is aggressively accumulating, with BTC targeting $1 million and Nasdaq 100 reaching 100,000 by 2028.
Arthur Hayes flipped bullish after Bitcoin broke ATH on strong volume, signaling a massive altcoin season. He said Maelstrom Fund is 'backing up the truck' amid expectations Trump may soften tariffs. Hayes reiterated his $1M Bitcoin target by 2028.
A $430 million Brent crude short was opened minutes before Trump announced an indefinite extension of the U.S.-Iran ceasefire. The trade fits a broader pattern of well-timed oil bets now drawing regulatory attention.
A $430 million Brent crude short was opened about 15 minutes before Trump announced an indefinite extension of the U.S.-Iran ceasefire, intensifying scrutiny over a pattern of well-timed oil trades now drawing regulatory attention.
