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![theunipcs Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1755899659040555009.png) Unipcs (aka 'Bonk Guy') 🎒 [@theunipcs](/creator/twitter/theunipcs) on x 203.6K followers
Created: 2025-06-19 04:52:57 UTC

being short and bearish is the crowded trade at the moment

yet there's a growing list of reasons to be bullish:

- the FOMC overhang is out of the way
- the initial shock of the Israel-Iran war seems to have passed
- the odds of the US directly attacking Iran are low—unless Iran attacks first. Trump's base, along with an overwhelming majority of Americans, is opposed to direct military action and prefers negotiations instead
- markets have held up incredibly well despite all of this

if you ignore the rhetoric from both sides regarding the war, tensions seem to be cooling somewhat

we have a situation where the market has held up incredibly well despite a series of pretty bad macro catalysts within a short period

yet bears are getting louder, calling for doomsday, and positioning seems to be mostly short

being long is unpopular right now, but I think it will prove to be the rewarding trade in the near future


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1935561415131107737/c:line.svg)

**Related Topics**
[trumps](/topic/trumps)
[iran](/topic/iran)
[fomc](/topic/fomc)
[theres a](/topic/theres-a)
[bearish](/topic/bearish)

[Post Link](https://x.com/theunipcs/status/1935561415131107737)