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Dive into a collection of past posts and rediscover timeless content.
The Sixth Time

Jul 22, 2026

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10 min read

The Sixth Time

Five rejections, then it broke. $66,300. But oil cleared $90 and yields hit a two-month high. The Fed decides in a week.

The Fifth Rejection

Jul 20, 2026

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9 min read

The Fifth Rejection

Four green ETF days. A clean PPI. And Bitcoin still can't clear $65,600. The Fed goes silent — FOMC in nine days.

Core Came In at Zero

Jul 15, 2026

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10 min read

Core Came In at Zero

Headline −0.4%. Core flat. Our calls paid. And Bitcoin still couldn't crack $65K. Here's why.

Don't Trade the First Move Tomorrow

Jul 13, 2026

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9 min read

Don't Trade the First Move Tomorrow

Three nights of strikes. Brent at $76. Bitcoin at $64K. And tomorrow's print isn't measuring what you think.

Whales Bought $16.7 Billion of Bitcoin in Two Weeks. Somebody Knows Something.

Jul 8, 2026

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8 min read

Whales Bought $16.7 Billion of Bitcoin in Two Weeks. Somebody Knows Something.

270,000 BTC accumulated near $59K. Then the missiles flew. Here's the full picture.

The Jobs Number Missed by Half. Bitcoin Bounced $5,000. Now Comes the Test.

Jul 6, 2026

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9 min read

The Jobs Number Missed by Half. Bitcoin Bounced $5,000. Now Comes the Test.

+57K vs. +115K expected. Cycle low $57,950. Back above $63K. Monday's full-volume session decides if it's real.

Saylor Armed Himself to Sell Bitcoin. That's the Whole Story.

Jul 1, 2026

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10 min read

Saylor Armed Himself to Sell Bitcoin. That's the Whole Story.

Worst first half since 2022. Below $60K. Strategy paused buying and authorized $1.25B in sales. Jobs Thursday.

The Inflation Print Was Fine. Bitcoin Crashed Anyway.

Jun 29, 2026

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9 min read

The Inflation Print Was Fine. Bitcoin Crashed Anyway.

21-month low. $1.6 billion out of ETFs. MSTR fell below its own Bitcoin. Here's the read.

The Fed Is Watching One Number Tomorrow. So Is Everyone Else.

Jun 24, 2026

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9 min read

The Fed Is Watching One Number Tomorrow. So Is Everyone Else.

Brent at $77. STRC at $87. PCE at 8:30 AM Thursday. Here's exactly how to read it.

Six Weeks of Outflows. Iran Walked Out. The Fed Went Hawkish. Bitcoin Held.

Jun 22, 2026

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9 min read

Six Weeks of Outflows. Iran Walked Out. The Fed Went Hawkish. Bitcoin Held.

$6.35 billion pulled in 30 days. The cycle low still held. PCE drops Thursday.

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