May 13, 2026
•
8 min read
3.8% CPI. 535 BTC. $80,400. Two votes in 48 hours. Read this before tomorrow morning.
May 11, 2026
Warsh confirmed at 5:30 PM today. Saylor buying at 8 AM this morning. CLARITY Act markup Thursday. Oil just broke below $100 for the first time since the war began. Here's the setup.
May 6, 2026
7 min read
Strategy posted a $12.5B loss. Bitcoin broke $80K anyway. Trump launched and paused a military op in 36 hours. Coinbase fired 14% of its staff. The week that decides May is here.
May 4, 2026
Exchange reserves at a 7-year low. Funding rates negative for 46 straight days. The most shorted major asset on earth. Plus our Polymarket best picks this week.
Apr 29, 2026
The Fed decides rates at 2 PM. Warsh gets his committee vote at 10 AM. Powell gives what might be his last press conference ever. Everything changes today.
Apr 27, 2026
6 min read
A shooter at the Correspondents' Dinner. Iran walked out. The Fed meets in 48 hours.
Apr 22, 2026
PLUS our Polymarket picks on Iran, the Fed, and the CLARITY Act.
Apr 20, 2026
4 min read
Fear & Greed swung from 21 to 61 in 72 hours. $663M in ETF inflows in one day. And the CLARITY Act just cleared its biggest hurdle.
Apr 15, 2026
PLUS: Iran ceasefire expires April 22. CLARITY Act markup this week. FOMC April 28. Goldman Sachs just filed for a Bitcoin ETF. All in the same window.
Apr 13, 2026
PLUS: Fear & Greed at 14. ETF inflows highest since February. BTC dominance at 56%. The 3 signals are aligned.
