-
2026-09-10 · opinion — Republicans held a midterm nominating convention. That sentence has no precedent in American politics. Presidential nominating conventions run every four years, in July or August, and they exist to formalize a ticket. Th
-
2026-09-08 · politics — Senator Cynthia Lummis spent the days before the Senate's market structure vote doing two things at once: attacking Democrats for stalling the Digital Asset Market Clarity Act, and insisting the bill can still clear the
-
2026-09-06 · macro — On September 5, 2026, CNBC published a dispatch on a market that most travel executives have stopped selling to: people who cannot afford the trip. The piece describes vacationers booking "mystery vacations" where the de
-
2026-09-04 · bitcoin — The International Monetary Fund says El Salvador has not spent a single public dollar on bitcoin since signing its $1.4 billion Extended Fund Facility in December 2024. According to the Fund, the coins that kept appearin
-
2026-09-02 · opinion — On Tuesday, September 2, 2026, the Justice Department's Office of Legal Counsel issued an opinion that reverses a reading of federal law that stood for nearly thirty years. Under the new interpretation, any state that ac
-
2026-08-31 · politics — Brent crude broke $90 a barrel on August 31, 2026, after the United States and Iran resumed exchanging fire, according to reporting from The Wall Street Journal relayed by BlockMedia. President Donald Trump told reporter
-
2026-08-29 · macro — American employers likely added 55,000 jobs in August, according to a Bloomberg survey of economists published August 29, with the unemployment rate holding at 4.1 percent. The Bureau of Labor Statistics releases the fig
-
2026-08-27 · bitcoin — On Thursday, Genius Group told the market it intends to hold $1.6 billion in combined AI and bitcoin treasury assets, with $2 billion in total company assets, by the end of its fiscal year. This is the same NYSE-listed e
-
2026-08-25 · opinion — California legislators are again pushing a tax on accumulated wealth, and the sales pitch has not changed since the first version landed in Sacramento in 2020. Assembly Bill 2088, introduced by Rob Bonta before he became
-
2026-08-23 · politics — Hakeem Jeffries, the House Democratic leader who would become Speaker if his party wins the November 2026 midterms, met privately with Jared Kushner, the president's son-in-law, to discuss areas of possible collaboration
-
2026-08-21 · macro — The Mises Institute published a Mises Wire essay this month arguing that the most dangerous asset bubbles in history share a specific signature: cheap money arriving at the same moment as a genuine technological breakthr
-
2026-08-19 · bitcoin — Bitcoin punched through $68,000 on Wednesday, August 19, 2026, trading at $68,473 by 10:30am in New York after briefly printing $68,982. The move was worth roughly 3% over twenty four hours. The catalyst was not a regula
-
2026-08-17 · opinion — Reuters reported on Monday, August 17, that Iraq is studying the reconstruction of an oil export pipeline running west through Syria to the Mediterranean, a project two sources with knowledge of the plan put at four year
-
2026-08-15 · politics — On August 12, 2026, the US Food and Drug Administration elevated the recall of nearly 1.6 million dozen cage-free white and brown eggs to Class I, its highest-risk designation, meaning the agency believes consumption car
-
2026-08-13 · macro — Stocks closed higher across the board on Thursday, August 13, 2026, after the July producer price index came in softer than economists expected and crude oil slid. The S&P 500 crossed 7,800 during the session, a record,
-
2026-08-11 · bitcoin — On August 10, 2026, Bitcoin's development community voted to remove long-time contributor Luke Dashjr from his role as a Bitcoin Improvement Proposal (BIP) editor. The decision, posted to the BIP GitHub repository on Sun
-
2026-08-10 · bitcoin — On August 10, 2026, BTCPay Server disclosed that an exploit in its hot wallet infrastructure led to the theft of an undisclosed sum of bitcoin from merchants and users running the open-source payment processor. The proje
-
2026-08-08 · bitcoin — Matt Hogan, Chief Investment Officer at Bitwise Asset Management, told CoinDesk on August 8 that trillions of dollars in institutional money will eventually find its way into Bitcoin. His argument is simple arithmetic: g
-
2026-08-07 · opinion — Anthony Pompliano published a sharp summary of the American reindustrialization thesis on April 18, 2025, built around a podcast conversation with media mogul Barry Diller. The core argument is simple: the United States
-
2026-08-05 · bitcoin — On August 5, 2026, Russian President Vladimir Putin signed into law a sweeping regulatory framework for cryptocurrency exchanges. The legislation, passed by the State Duma in late July, establishes licensing requirements
-
2026-08-05 · bitcoin — On August 4, 2025, federal prosecutors unsealed charges against Patrick Steven Yaroch, a special agent with the Federal Bureau of Investigation, accusing him of stealing approximately $1 million in cryptocurrency that ha
-
2026-08-04 · bitcoin — American Bitcoin Corp., the publicly traded mining outfit backed by Hut 8 and the Trump family, reported a net loss for its most recent quarter while simultaneously adding to its Bitcoin treasury. The stock rose on the n
-
2026-08-02 · bitcoin — Leopold Aschenbrenner, the former OpenAI researcher turned hedge fund manager who built his reputation on predicting the AI investment boom, lost two-thirds of his fund's assets in a single month. His fund, Situational A
-
2026-08-02 · bitcoin — On August 1, 2026, Binance founder Changpeng Zhao posted a blunt assessment on X: the bear market is here, but money is not the problem. Capital sits in enormous piles. The question is where it flows. His observation lan
-
2026-07-31 · bitcoin — The U.S. Treasury Department has sanctioned a network of Iranian companies accused of using Bitcoin to fund strategic operations near the Strait of Hormuz. The action follows Washington's earlier freeze on Iran's other d
-
2026-07-30 · opinion — Meta Platforms raised its 2025 capital expenditure guidance to $60-65 billion on July 30, up from a prior estimate of $53-55 billion. The stock dipped in after-hours trading, then recovered. Investors treated the pullbac
-
2026-07-29 · opinion — Robinhood Markets reported second-quarter earnings on July 29, 2026, beating Wall Street estimates on revenue and profit. The stock still fell 4% in after-hours trading. The reason: crypto trading revenue dropped to $100
-
2026-07-29 · bitcoin — Bitcoin Magazine published a comprehensive dataset on July 20, 2025, that should end one of the most persistent attacks on Bitcoin node operation. Researcher Ismael Sanchez-Sanchez scanned every transaction from genesis
-
2026-07-27 · bitcoin — On July 27, 2026, Coinbase Chief Policy Officer Faryar Shirzad called the Crypto Clarity Act "extraordinarily bipartisan" and urged both Democrats and Republicans to bring it to a floor vote. The statement marks a strate
-
2026-07-27 · bitcoin — South Korea's benchmark KOSPI index climbed past the 6700 mark on July 27, 2026, rising 37.75 points (0.56%) to 6728.37 in morning trading. The catalyst: renewed optimism around Naver Corporation's plans to expand global
-
2026-07-26 · opinion — On July 24, 2026, the Fifth Circuit Court of Appeals issued a per curiam opinion in Scott v. Collier that contained an unusual addendum. Judges James Ho, Andrew Oldham, and Kyle Duncan did not just rule on the employment
-
2026-07-24 · bitcoin — The National Fraternal Order of Police, the largest law enforcement labor organization in the United States with more than 370,000 members, announced its support for the Clarity for Payment Stablecoins Act on July 24, 20
-
2026-07-23 · bitcoin — Coinbase, the largest publicly traded cryptocurrency exchange, announced in late July 2026 that it is building a post-quantum custody system and funding research into upgrading Bitcoin's core cryptographic defenses. The
-
2026-07-23 · bitcoin — BancaStato, the state-owned cantonal bank of Ticino, Switzerland, announced in July 2026 that its customers can now buy, sell, and hold bitcoin directly through its existing mobile and online banking applications. The in
-
2026-07-21 · bitcoin — Hyperscale Data, Inc. announced on July 21, 2026, that its Bitcoin treasury has surpassed the 1,000 BTC mark, bringing the company's total digital asset holdings above $72 million at current market prices. The purchase m
-
2026-07-21 · bitcoin — On July 21, 2026, Coinbase executive Ryan VanGrack declared that the Clarity Act carries "tremendous momentum" in the United States Senate. The bill, which would establish the first comprehensive federal framework for di
-
2026-07-19 · bitcoin — On July 19, 2026, Coinbase CEO Brian Armstrong appeared on Indian entrepreneur Nikhil Kamath's YouTube channel and laid out a framework that the crypto industry has debated for years but rarely stated so cleanly. Bitcoin
-
2026-07-18 · bitcoin — On July 17, 2026, Japanese financial conglomerate SBI Holdings completed its acquisition of a majority stake in Coinhako, a Singapore-based digital asset exchange, after receiving formal approval from the Monetary Author
-
2026-07-16 · opinion — The United Nations Office on Drugs and Crime released its 2026 World Drug Report in June, and the data tell a story that drug warriors have spent five decades trying to suppress. Global cocaine production hit a record 2,
-
2026-07-16 · bitcoin — A peer-reviewed study published in July 2026 found that Polymarket's five-minute Bitcoin prediction contracts served as a one-way wealth pipeline. A small cluster of sophisticated traders extracted $8.2 million from reta
-
2026-07-14 · bitcoin — On July 14, 2026, the United Kingdom confirmed it will introduce a "no gain, no loss" tax treatment for qualifying cryptocurrency lending and decentralized finance liquidity pool transactions. The new rules take effect A
-
2026-07-14 · bitcoin — On July 14, 2026, Strategy, the company formerly known as MicroStrategy (NASDAQ: MSTR), disclosed that it had raised $467 million through at-the-market stock sales over the prior week. The cash infusion pushed the firm's
-
2026-07-12 · bitcoin — Bitcoin's most contentious protocol proposal in years is about to miss its own activation window. BIP 110, a soft fork that would temporarily cap non-financial data stored in Bitcoin blocks, approaches its July 2026 sign
-
2026-07-10 · bitcoin — On July 10, 2026, the Office of the Comptroller of the Currency granted Circle Internet Group its final approval to establish a national trust bank. The decision marks the first time a major stablecoin issuer has secured
-
2026-07-10 · opinion — On July 9, 2026, decentralized cloud computing platform Akash Network published what it calls the "Homenode Thesis" on X, outlining a future where individuals run GPU hardware at home, use it for their own AI workloads,
-
2026-07-09 · bitcoin — On July 8, 2026, Charles Schwab strategist Jim Ferraioli publicly backed Strategy's preferred stock framework, calling the company's STRC issuance a sound approach to managing near-term liquidity while maintaining long-t
-
2026-07-08 · bitcoin — The largest mutual fund company in the world is looking for someone to run its crypto future. Vanguard, managing roughly $10 trillion in global assets as of mid-2026, posted a job listing for its first-ever head of digit
-
2026-07-06 · bitcoin — On July 6, 2026, President Donald Trump told reporters he was open to including Bitcoin in the newly proposed Trump Accounts, a government-backed savings program designed to give every American child a federally funded i
-
2026-07-06 · bitcoin — On July 3, 2026, Strive Asset Management (NASDAQ: ASST) purchased exactly 17.76 bitcoin, a number chosen to echo the year of American independence. The buy pushed the firm's total bitcoin treasury to 19,882 BTC, worth ro
-
2026-07-05 · bitcoin — The debate over decentralized finance regulation has crossed a threshold. The question is no longer whether DeFi needs rules. It is whether rules can even apply. A July 2025 editorial in BlockMedia by editor Park Hyun-ja
-
2026-07-03 · bitcoin — On July 3, 2026, the Korea Composite Stock Price Index staged one of its most dramatic single-day recoveries in years. KOSPI closed at 8,088.34 points, up 440.25 points or 5.76% from the previous session. The index had p
-
2026-07-02 · bitcoin — On July 1, 2025, Brownstone Research analyst Ben Lilly published a new installment of his Chain of Thought newsletter with a thesis that should sound familiar to anyone who watched Bitcoin grow from a curiosity into a tr
-
2026-07-01 · bitcoin — On June 30, 2026, Anchorage Digital and Binance announced a joint off-exchange settlement service that lets institutional traders execute on Binance while keeping assets in segregated custody at Anchorage Digital Bank. T
-
2026-06-25 · opinion — On June 25, 2026, Reason published an analysis dismantling the latest push for a coordinated global wealth tax, an idea that resurfaces every few years with fresh academic backing and the same fatal flaw. The proposal, m
-
2026-06-25 · bitcoin — On June 24, 2026, Strategy (MSTR) shares fell more than 10% to roughly $92, a price not seen since mid-2024. The drop came as Bitcoin broke below $60,000 for the first time in over a year, dragging the company's massive
-
2026-06-23 · opinion — Cerebras Systems (CBRS) posted $249.7 million in first-quarter revenue on Monday, a 92% jump from the same period a year ago. The stock fell 11% in after-hours trading anyway. The culprit was a two-to-three percentage po
-
2026-06-22 · opinion — The seven stocks that carried the S&P 500 for three consecutive years have shed more than 25% from their December 2024 highs. Apple, Nvidia, Microsoft, Amazon, Meta, Tesla, and Alphabet, collectively worth north of $15 t
-
2026-06-22 · bitcoin — Lee Chan-jin, head of South Korea's Financial Supervisory Service (FSS), told reporters on June 22, 2026 that leveraged exchange-traded funds tied to individual semiconductor stocks are enriching brokerages at the expens
-
2026-06-21 · bitcoin — Bitcoin fell to roughly half its late-2024 peak during the first half of 2026, and key on-chain metrics have yet to confirm a definitive bottom. Short-term correction fears are rising. Yet beneath the surface noise, a di
-
2026-06-19 · bitcoin — Kalshi, the regulated prediction market platform that fought a years-long legal battle with the Commodity Futures Trading Commission, is now weighing an initial public offering as early as 2027. The company's annualized
-
2026-06-19 · bitcoin — The Federal Reserve on June 18, 2026, proposed a new rule that would force stablecoin issuers to verify customer identities before opening accounts or processing direct token redemptions. The proposal extends traditional
-
2026-06-17 · bitcoin — Greece is poised to deny Binance its Markets in Crypto-Assets (MiCA) license, a decision that could force the world's largest cryptocurrency exchange by trading volume out of the European Union entirely. The rejection, r
-
2026-06-15 · bitcoin — On June 15, 2026, BitGo became the first pure-play digital asset custody firm to appear on the Fortune 500 list, reporting $16.2 billion in annual revenue. The San Francisco-based company, now operating under a federal c
-
2026-06-15 · bitcoin — On June 15, 2026, the Korea Composite Stock Price Index blew past the 8,500 mark within the first twenty minutes of trading. The catalyst: a confirmed ceasefire and peace framework between the United States and Iran, a d
-
2026-06-13 · bitcoin — On June 13, 2026, onchain analytics platform Artemis reported that Arbitrum absorbed roughly $2 billion in net inflows over the preceding seven days, making it the single largest destination for capital moving across blo
-
2026-06-13 · bitcoin — On June 12, 2026, Blockworks, the crypto media and data company, announced its acquisition of Messari, one of the industry's most recognized research and analytics platforms, for just over $10 million. The price tag itse
-
2026-06-11 · bitcoin — On June 10, 2026, a bipartisan pair of U.S. House members introduced legislation that would create a multi-agency task force dedicated to investigating and prosecuting cryptocurrency theft. The bill places the new unit u
-
2026-06-10 · bitcoin — On June 10, 2026, Fold Holdings announced it had sold approximately $45 million worth of bitcoin from its corporate treasury to eliminate all secured debt on its balance sheet. The stock surged more than 130% in intraday
-
2026-06-09 · bitcoin — Bitcoin traded at $63,180 on June 9, 2026, pinned below its 200-day moving average for a second straight week. Three forces are pressing on the price: $1.2 billion in ETF outflows over the past two weeks, a capital rotat
-
2026-06-05 · opinion — Murray Rothbard never minced words about the misuse of mathematics in economics. In a 1960 essay and throughout his career at the Mises Institute, the Austrian economist argued that formal models, econometric regressions
-
2026-06-05 · bitcoin — Charles Schwab's chief fixed-income strategist Kathy Jones told investors in a June 2026 research note that Bitcoin's production cost of roughly $60,000 per coin among the most efficient miners could represent a durable
-
2026-06-03 · bitcoin — Franklin Templeton CEO Jenny Johnson told audiences in early June 2026 that the traditional finance industry resists public blockchains not because the technology is unproven, but because it threatens the fee-based reven
-
2026-06-02 · opinion — On June 2, 2026, Reason magazine reported what the Department of Housing and Urban Development (HUD) had quietly confirmed weeks earlier: the national point-in-time homeless count dropped for the first time in years. Hea
-
2026-06-01 · bitcoin — On May 12, 2026, Strategy, the company formerly known as MicroStrategy, disclosed in a regulatory filing that it had sold 32 BTC for approximately $3.1 million. The sale was the first known disposal of Bitcoin by the fir
-
2026-06-01 · bitcoin — The Sui blockchain ground to a complete stop three times between Thursday evening and Saturday morning UTC, locking users out of their funds and freezing all on-chain activity for a combined span of roughly five hours. T
-
2026-05-31 · bitcoin — The S&P 500 closed at a fresh all-time high during the last week of May 2026, yet Bitcoin fell roughly 4% over the same stretch, settling near $107,000. The divergence caught traders off guard. Sentiment data from Santim
-
2026-05-29 · bitcoin — JPMorgan Chase CEO Jamie Dimon told Fox Business on Friday, May 30, 2026, that the Clarity Act is "dead on arrival" in its current form and called Coinbase CEO Brian Armstrong "full of sh*t." The outburst marks the sharp
-
2026-05-28 · bitcoin — Fidelity Digital Assets published its Q2 2026 outlook on May 28, warning that Bitcoin mining is undergoing a "structural retooling" that the market has largely ignored. The report argues that flattening hash rate growth,
-
2026-05-26 · bitcoin — The S&P 500 closed above 5,900 on May 23, 2026, marking its sixth consecutive week of gains. Yet forward price-to-earnings ratios have actually compressed over the past twelve months. The paradox, stocks climbing in pric
-
2026-05-26 · bitcoin — On May 25, 2026, Hyperliquid announced HIP-4, an upgrade that eliminates external oracle dependencies for prediction market settlement. The update introduces what the team calls "canonical outcome markets," allowing off-
-
2026-05-25 · bitcoin — On May 23, 2026, the yield on the US 30-year Treasury bond surged to 5.082% during intraday trading in New York. That is the highest level since October 2023, and in practical terms, the steepest borrowing cost for the l
-
2026-05-23 · bitcoin — In 2011, a software engineer named Mike Caldwell began selling brass coins from his home in Sandy, Utah. Each one contained a private key hidden beneath a tamper-evident hologram. Peel the sticker, sweep the key, spend t
-
2026-05-23 · bitcoin — Trump Media & Technology Group transferred roughly 2,650 Bitcoin, valued at approximately $285 million, from custodial cold storage to a Crypto.com exchange wallet between May 19 and May 22, 2026. The move, tracked by on
-
2026-05-21 · bitcoin — Representative Nick Begich introduced a House bill to permanently codify the US strategic bitcoin reserve into federal law, turning Trump's executive order into a durable program.
-
2026-05-20 · bitcoin — Hunter Biden's art site now takes Bitcoin for paintings priced up to $500,000, putting a public ledger behind a market long criticized for anonymous, opaque sales.
-
2026-05-20 · opinion — Subsidy boosters and NIMBY moratoriums both get data center siting wrong. Property rights and nuisance law, not zoning boards, should decide where the AI boom builds.
-
2026-05-18 · opinion — The Pomp Letter thesis is well-known: AI shows bubble characteristics historically, but top allocators remain committed.
-
2026-05-17 · bitcoin — Bitcoin slid to $78,300 on May 17, shedding 3.8% over the week as rising U.S. Treasury yields and renewed fears of prolonged Federal Reserve tightening drained risk appetite across digital asset markets. Spot Bitcoin ETF
-
2026-05-16 · bitcoin — The Roundhill Memory ETF (DRAM) pulled in $10 billion within six weeks of its April 2026 launch, shattering the fastest-asset-accumulation record set by Bitcoin spot ETFs in 2024.
-
2026-05-16 · bitcoin — Cameron and Tyler Winklevoss announced on May 15, 2026, that they would pour $100 million of their personal Bitcoin holdings into Gemini, the cryptocurrency exchange they founded in 2014. The move came alongside a Q1 202
-
2026-05-15 · opinion — A New York appellate court upheld $500,000 in damages against a defendant who filed a false report of assault with police, marking one of the largest civil penalties for fabricated criminal accusations in recent New York
-
2026-05-12 · bitcoin — Strategy, the company formerly known as MicroStrategy, disclosed a purchase of 535 bitcoin for approximately $43 million during the week ending May 11, 2026. The buy came just days after co-founder and executive chairman
-
2026-05-11 · bitcoin — At Consensus Miami on May 10, 2026, senior representatives from PayPal and Google Cloud made a claim that would have sounded absurd five years ago: autonomous AI agents will conduct commerce on cryptocurrency rails, not
-
2026-05-10 · bitcoin — Korean financial outlet BlockMedia compares blockchain's current position in global finance to Andy Warhol's banana album cover for The Velvet Underground & Nico. The polished interfaces of modern fintech may be concealing something far more radical underneath.
-
2026-05-09 · bitcoin — Ten notable venture rounds the week of May 3 through May 9, 2026 were dominated by M&A and payment infrastructure. Kraken and MoonPay led the pivot from speculative token plays to revenue-generating plumbing.
-
2026-05-07 · opinion — DHS is reportedly weighing whether to shut down the Florida Everglades immigration detention facility known informally as Alligator Alcatraz because it costs more than $1 million a day to run. The story will be filed as a fiscal squabble between agencies. The deeper story is what happens when a government can spend without natural constraint, and how a hard money standard would have killed the project before the first contract was signed. Fiat is not the neutral medium people imagine. It is the silent subsidy that funds the indefensible.
-
2026-05-07 · bitcoin — At Consensus Miami on May 6, 2026, executives from Binance, Revolut, and Circle took the stage to declare that crypto has crossed into the mainstream. Their claim: digital assets are no longer a speculative sideshow but
-
2026-05-06 · bitcoin — At Consensus Miami 2026 on May 5, a panel of industry executives and regulators agreed on a single word to describe why crypto has not reached mainstream adoption: trust. The panel, hosted inside the Fillmore Miami Beach
-
2026-05-03 · bitcoin — CoinDesk published its pre-conference primer on artificial intelligence on May 4, 2026, timing the piece to land exactly three weeks before Consensus Miami opens its doors on May 26. The article covers terminology from "
-
2026-04-29 · macro — Strategy stopped behaving like a corporate treasury years ago. In 2026 it has stopped pretending. The financing pattern, the holding policy, the public messaging, and the way credit markets price the paper now match a sovereign wealth fund more closely than they match a company. The implications run further than most institutional investors are willing to say out loud.
-
2026-04-22 · bitcoin — Two years ago, Bitcoin's mempool was a battleground. JPEGs and memecoin inscriptions paid hundreds of sats per vbyte to fight for confirmation. Blocks cleared at a fraction of that rate today, and nobody is talking about it. The quiet fee environment is not a sign of health. It is a structural problem arriving on schedule.
-
2026-04-22 · politics — The country that made Bitcoin legal tender is quietly winding down its program under IMF pressure. The country that never held a press conference is now sitting on one of the largest sovereign Bitcoin positions in the world. The sovereign adoption story is real. It just isn't where you were looking.
-
2026-04-21 · bitcoin — The public Lightning Network crossed 20,000 nodes and 60,000 channels this year. Payment volume, by any honest measure, has barely moved. The infrastructure got built. The demand did not show up. The gap between the two is the story the ecosystem keeps refusing to tell.
-
2026-04-19 · politics — Four days after America's first automated Bitcoin tax day, the selloff that everyone priced in never showed up. The sell pressure came earlier, the ETFs kept absorbing, and the real 1099-DA shock is months away in the mailbox, not on the chart.
-
2026-04-19 · opinion — Ofcom quietly issued its first Section 121 notice this spring, the enforcement mechanism buried in the Online Safety Act that requires messaging platforms to scan content for specified material. There is no technical way to do that on an end-to-end encrypted channel without breaking the encryption. The law did not ban E2E directly. It banned the only way it can legally exist.
-
2026-04-17 · politics — Every major CBDC pilot over the last three years has produced the same result. Voluntary adoption is dismal. User demand is nonexistent. Merchants treat it as a compliance burden. Central banks have noticed. Their response is not to reconsider. Their response is to accelerate toward mandatory adoption before voluntary failure becomes politically untenable.
-
2026-04-16 · opinion — Stablecoin circulating supply passed $200 billion. Daily settlement volume routinely exceeds Visa in dollar terms. Emerging market users are adopting stablecoins faster than they ever adopted Bitcoin. The maximalist response has been to ignore the data and repeat the 2019 talking points. That response is losing the argument and losing the market share. It is worth being specific about what exactly is being lost, because parts of the maximalist case are still correct and parts of it are not.
-
2026-04-14 · macro — The August 2024 yen carry trade unwind was not a one-off event. It was the first tremor. The Bank of Japan is still the largest buyer of Japanese government bonds and the second-largest foreign holder of US Treasuries. Every time the yen rallies, that position becomes a source of forced selling. The next tremor is closer than the market is positioned for.
-
2026-04-14 · macro — The Fed has been signaling rate cuts for six months. The long end of the curve will not cooperate. When short rates fall and long rates rise, the bond market is telling you the central bank has lost control of the part that actually matters. That is happening now, and it is bullish for exactly one asset.
-
2026-04-14 · bitcoin — The fourth Bitcoin halving turns two on Saturday. The protocol delivered exactly what it promised: a clean cut to new issuance and a stress test for the mining industry. The four-year cycle theory built around it did not deliver what it promised. The gap between those two statements is the real legacy of 2024.
-
2026-04-14 · politics — April 15 is the first US filing deadline where Bitcoin holders are reconciled against records the IRS already received. Form 1099-DA went live for the 2025 tax year, and a quiet cost basis rule change has rewritten the math for anyone who held coins across more than one wallet. The grace period is over.
-
2026-04-12 · opinion — AI-powered surveillance went from science fiction to city infrastructure in under three years. Your face unlocks your phone, and now it unlocks your file in a police database. This is not a drill.
-
2026-04-10 · opinion — The EU's Chat Control law is pushing Signal to exit Europe. But Signal is a company with servers, employees, and a jurisdiction. Nostr is a protocol with none of those things. You can't regulate what you can't find.
-
2026-04-09 · opinion — Nigeria processes more P2P Bitcoin volume than any country except the US. Kenya runs mobile-first Lightning payments. South Africa's central bank is integrating Bitcoin into its regulatory framework. The continent Western media ignores is building the future of money.
-
2026-04-09 · bitcoin — Iran is demanding Bitcoin payment from oil tankers transiting the Strait of Hormuz. The world's most critical energy chokepoint is now a live proof-of-concept for censorship-resistant money.
-
2026-04-08 · bitcoin — Nostr Wallet Connect quietly turned Bitcoin's Lightning Network into a permissionless payment layer that works across any app, any country, no KYC, no intermediary, no platform risk. The financial system just got an upgrade it can't undo.
-
2026-04-07 · bitcoin — While the market obsesses over ETFs and price targets, Bitcoin Core developers shipped major upgrades to transaction relay, mempool policy, and P2P networking. These changes don't move the price today. They determine whether Bitcoin works in 2036.
-
2026-04-05 · bitcoin — The Crypto Fear & Greed Index dropped to 11 - a level reached only five times in Bitcoin's history. Every previous instance marked a generational bottom within 30 days. The market is telling you something.
-
2026-04-05 · politics — While the federal Strategic Bitcoin Reserve sits idle at 328K BTC with no acquisition mandate, Texas, New Hampshire, and Arizona have already passed state-level Bitcoin reserve laws. Ohio, Massachusetts, and South Dakota have bills in committee. The states are moving faster than Washington.
-
2026-04-04 · macro — The Fed is trapped between war-driven inflation and a slowing economy. Rate cuts fuel inflation. Rate hikes kill growth. Every historical stagflation episode has produced a flight to hard assets - and Bitcoin is now on that list.
-
2026-04-03 · macro — Bitcoin has lost 45% since its October high, with the Iran war accelerating the selloff. But every major armed conflict since Bitcoin's inception has produced a generational buying window - usually within 60 days of the first shots.
-
2026-04-02 · politics — The SEC and CFTC jointly classified 16 tokens as digital commodities on March 17, ending years of regulatory ambiguity. Bitcoin, Ethereum, Solana, XRP and 12 others now have a clear legal identity. Here's what the 68-page ruling actually says and why it matters.
-
2026-04-01 · opinion — MicroStrategy started buying Bitcoin in 2020 with $250 million. Five years later, it holds over 500,000 BTC and trades at a perpetual premium to NAV. The playbook is being copied - but the imitators face a market that has already priced in the strategy.
-
2026-04-01 · macro — Gold hit an all-time high above $3,200 in Q1 2026 while Bitcoin fell 27% from $94K to $69K. Both are supposed to be 'hard money.' The divergence reveals what the market actually believes Bitcoin is - and isn't - in a crisis.
-
2026-04-01 · opinion — Bitcoin's four-year halving cycle has been the most reliable pattern in crypto. But the 2024 halving produced no parabolic blow-off top, no 80% crash, and no altseason. The cycle didn't repeat - and the reasons why suggest it never will again.
-
2026-03-31 · opinion — Roughly 600 institutional investors disclosed Bitcoin ETF positions in their most recent 13F filings. Among them: state pension funds, sovereign wealth vehicles, and the retirement systems of teachers, firefighters, and government employees. Millions of people now have Bitcoin exposure without knowing it.
-
2026-03-31 · politics — Asia's three largest non-Chinese crypto markets are writing their rulebooks simultaneously - and reaching wildly different conclusions. South Korea bans leverage trading. Japan cuts crypto taxes to 20%. India quietly unbans exchanges while keeping its 30% flat tax. The regulatory arbitrage is just beginning.
-
2026-03-31 · macro — Q1 2026: a Fed that refused to cut, a dollar that refused to weaken, and a global liquidity expansion that refused to wait for either. The quarter in full.
-
2026-03-30 · bitcoin — Bitcoin entered 2026 at $94K and exits Q1 at $69K. A 27% drawdown that reshuffled holders, stress-tested miners, and revealed institutional conviction vs retail retreat.
-
2026-03-29 · macro — Global M2 shows the highest correlation with Bitcoin's price among all macro variables tested. The money printer dictates the trajectory - and it's running again.
-
2026-03-28 · politics — CFTC Chairman Selig moves to bring crypto perpetual futures - a $100B daily market that exists almost entirely offshore - back to regulated US exchanges.
-
2026-03-27 · macro — Ceasefire rumors sent oil below $100 and Bitcoin above $71K in hours. But Iran denies talks, derivatives show thin conviction. Relief rally or trap?
-
2026-03-27 · politics — SEC Chairman Atkins outlined a three-path safe harbor giving crypto projects up to four years before full securities regulation. The biggest change since Howey.
-
2026-03-27 · macro — February PPI surged 0.7% MoM - more than double expectations. Core wholesale inflation hit 3.9%. The March FOMC dot plot now projects just one cut in 2026.
-
2026-03-27 · bitcoin — Bitcoin retests $69,000 - the exact 2021 all-time high. What was once the ceiling is now the floor. If it holds, the macro structure survives.
-
2026-03-26 · opinion — Controlling just 2% of Lightning nodes is enough to deanonymize payments. As adoption accelerates, Lightning's privacy model deserves honest scrutiny.
-
2026-03-26 · politics — A bipartisan deal on stablecoin yield could deliver crypto's first market structure law. Senate Banking Committee markup targeted for late April.
-
2026-03-26 · opinion — China's digital yuan became the first interest-bearing CBDC on Jan 1. With 230M wallets, the e-CNY is no longer digital cash - it's programmable state-surveilled money.
-
2026-03-26 · bitcoin — US spot Bitcoin ETFs crossed $65B in cumulative net inflows, with $18.7B added in Q1 alone. Through a 50% price decline and geopolitical turmoil, institutions held.
-
2026-03-25 · politics — Hong Kong grants stablecoin licenses to HSBC and Standard Chartered - the same banks that print the city's physical banknotes. 36 applications filed.
-
2026-03-25 · bitcoin — A record 20,031 wallets hold at least 100 BTC. Whales added 56,227 BTC since December. Long-term holders accumulated 375,000 BTC in 30 days. Smart money is loading.
-
2026-03-25 · bitcoin — Bitcoin miners lose ~$19K on every BTC produced as costs of $88K exceed market price. Difficulty dropped 7.76% as public miners pivot facilities to AI data centers.
-
2026-03-25 · macro — Iran closed the Strait of Hormuz. Trump issued a 48-hour ultimatum. Oil spiked above $112, Bitcoin fell to $68K. The 89% S&P correlation confirmed: BTC is a risk asset.
-
2026-03-24 · bitcoin — The 20 millionth bitcoin was mined on March 10. 95.24% of all bitcoin now exists. The remaining 1 million will take 114 years - and much of what's mined is lost forever.
-
2026-03-24 · politics — The SEC and CFTC issued their first joint guidance classifying 16 cryptocurrencies as digital commodities. Combined with the Senate's CBDC ban, a seismic shift.
-
2026-03-24 · macro — The Fed held at 3.50-3.75%, slashing its 2026 rate cut forecast to one. Oil above $108, PCE at 2.7% - the liquidity catalyst bulls counted on has been delayed.
-
2026-03-23 · opinion — Bitcoin and 'crypto' are not the same thing. The distinction isn't tribal - it's structural. Here's why this publication covers Bitcoin exclusively.
-
2026-03-22 · bitcoin — Starting March 30, Square enables Lightning payments by default across 4 million merchants. Zero fees through 2026, instant settlement, no chargebacks.
-
2026-03-22 · bitcoin — The fourth halving cut the block reward to 3.125 BTC. One year in: 164,250 fewer BTC created, miners adapted, and the network barely noticed.
-
2026-03-21 · opinion — While skeptics debate whether Lightning 'works,' a parallel economy runs on it. Nostr zaps, merchant payments, cross-border remittances - it's not theoretical.
-
2026-03-20 · macro — The Bank of Japan abandoned yield curve control, letting 10-year JGB yields rise to 1.8%. The yen carry trade unwind is draining global liquidity.
-
2026-03-20 · politics — MiCA is fully enforced across 27 EU member states. Compliant exchanges gain share, Tether faces an existential challenge, and DeFi routes around the rules.
-
2026-03-19 · bitcoin — Bitcoin's hashrate crossed 800 EH/s for the first time, doubling in 18 months. Behind the number: a structural shift in mining geography and hardware efficiency.
-
2026-03-19 · macro — DXY climbed to 108 as global capital flows toward US assets. The milkshake theory predicted this - but its implications for Bitcoin are more nuanced than either side admits.
-
2026-03-18 · politics — Six months after Executive Order 14178 established the Strategic Bitcoin Reserve, the US holds 207,000 BTC from seizures. The debate: whether to buy more.
-
2026-03-17 · opinion — Mt. Gox to FTX - the lesson is always the same. If you don't hold the keys, you don't hold the Bitcoin. Self-custody is not an advanced feature. It's the default.