Bloomberg's Eric Balchunas publicly called for Strategy to retire STRC after the preferred stock hit a record low of $82.53. The real story is what happens to the BTC accumulation engine while the ATM tap is shut off.
CME Group sued the CFTC on June 18, 2026, arguing the agency's approval of Bitcoin perpetual futures for KalshiEX and Coinbase violated Dodd-Frank. TD Cowen expects CME to seek a preliminary injunction that would shut down U.S. perps before they gain any trading history.
Deputy Defense Secretary Stephen Feinberg told lawmakers the Pentagon needs $80B covering Iran war costs and non-defense spending. With U.S. debt approaching $39T, every supplemental is a monetary event.
JPMorgan puts Bitcoin's all-in production cost at $78,000. BTC has traded ~19% below that for five straight months. Public miners sold a record 32,000 BTC in Q1 2026. The network's self-correction mechanism is working. Here's what survives it.
Valar Atomics' Ward 250 achieves criticality in 9 months from empty site. Plus private credit seizing, Saylor's STRC problem, and yen carry trade risk.
Midjourney, bootstrapped to $200M with zero investors, unveiled a full-body ultrasonic CT scanner: no radiation, no MRI, 60x faster. Plus Warsh dot plot results, Iran peace deal, and on-chain capitulation deepening.
A 219-page independent inquiry funded by 20,000 public donations estimates 250,000 victims across 40% of the UK. Grooming gangs since the 1950s. Institutional cover-up by police, social services, and politicians. PM Starmer silent.
Michael Saylor violated his own forward guidance, bought back preferreds and compressed his dividend runway, and is now open to selling bitcoin. Jamie McAvity and I dig into the time bomb, bitcoin mining's generational buying window, and why the AI data center gold rush is sounder than 2021.
The ECB just confirmed what gold bulls have known for a year: gold has overtaken Treasuries as the world's top reserve collateral asset. Vince Lanci explains the transition, China's vault network, and why Bitcoin is the one exit that can't be co-opted at the on-ramp.
The Bank of Japan raised rates to 1%, the highest since 1995. Every previous hike crashed Bitcoin 18-28%. Today BTC holds $66K. BlackRock launches BITA income ETF. Warsh chairs first FOMC.
The UK just banned under-16s from Snapchat, TikTok, YouTube, Instagram, Facebook, and X. Bluesky is reportedly exempt. The surveillance infrastructure this requires is the real story.
Michael Sullivan built cohort-level sentiment analysis of Bitcoin Twitter and the data is unambiguous: pleb anger is at its longest persistent streak in years, OG conviction is diverging sharply upward, and the narratives that matter most are being completely ignored.
A Sudanese man attempted a beheading in Belfast. The city erupted. The UK government's response: threaten the angry, blame the platform, and fast-track device surveillance. Signal and Mullvad are fighting back.
Anthropic's CEO calls for mandatory government testing of AI models and power to block deployments. Released the same day his company closed a $35 billion credit deal. Meanwhile, Cashu gets Proof of Reserves via Bark, and Botanix shuts down.
By Marty Bent
Austin, TX
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By Marty Bent
Austin, TX
Read more
