May 27, 2026
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8 min read
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.
May 13, 2026
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
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.
