Jul 1, 2026
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10 min read
Worst first half since 2022. Below $60K. Strategy paused buying and authorized $1.25B in sales. Jobs Thursday.
Jun 29, 2026
9 min read
21-month low. $1.6 billion out of ETFs. MSTR fell below its own Bitcoin. Here's the read.
Jun 24, 2026
Brent at $77. STRC at $87. PCE at 8:30 AM Thursday. Here's exactly how to read it.
Jun 22, 2026
$6.35 billion pulled in 30 days. The cycle low still held. PCE drops Thursday.
Jun 17, 2026
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
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.
