Aug 10, 2026
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11 min read
Payrolls went negative. Unemployment fell anyway. And a soft fork died one block deep.
Aug 5, 2026
Sept hike odds cratered on no data. ISM came in hot. Coldcard losses tripled.
Aug 3, 2026
Plus: the Fed held, and September hike odds hit 57%.
Jul 29, 2026
8 min read
Hike odds tripled in two weeks. Oil crashed 9%. Strategy didn't buy. Everything you need before the statement drops.
Jul 27, 2026
10 min read
The breakout failed. Oil touched $100. Fed Wednesday, Strategy Thursday, PCE Friday. One window decides the summer.
Jul 22, 2026
Five rejections, then it broke. $66,300. But oil cleared $90 and yields hit a two-month high. The Fed decides in a week.
Jul 20, 2026
9 min read
Four green ETF days. A clean PPI. And Bitcoin still can't clear $65,600. The Fed goes silent — FOMC in nine days.
Jul 15, 2026
Headline −0.4%. Core flat. Our calls paid. And Bitcoin still couldn't crack $65K. Here's why.
Jul 13, 2026
Three nights of strikes. Brent at $76. Bitcoin at $64K. And tomorrow's print isn't measuring what you think.
Jul 8, 2026
270,000 BTC accumulated near $59K. Then the missiles flew. Here's the full picture.
