Jun 17, 2026
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8 min read
Warsh dropped the last 2026 cut. Iran signs Friday. The $67K ceiling just became the only number that matters.
Jun 15, 2026
9 min read
Oil gaps down Monday. Warsh speaks Wednesday. The macro ceiling just cracked.
Jun 10, 2026
Core at 0.2% = relief. Core at 0.4% = $55K test. Here's the read.
Jun 8, 2026
$59,100. 13 days of outflows. Saylor underwater. And the setup has never looked better.
Jun 3, 2026
Strategy sold. Mt. Gox moved $739M. Iran suspended talks. ETFs hit an 11-day record. Here's the read.
Jun 1, 2026
PCE landed. Congress back Thursday. Two binaries still open. Here's the read.
May 27, 2026
Congress back Thursday. 7 Democrats. One window. Here's the read.
May 25, 2026
7 min read
Miss the July window and CLARITY doesn't come back until 2030.
May 20, 2026
$2B buy. $649M ETF outflow. Bitcoin at $77K. Two events today change everything.
May 18, 2026
$1B in ETF outflows. 30-year yield at 5.12%. Wednesday's FOMC minutes are the real trade.
