Strategy unveiled a five-part Digital Credit Capital Framework on June 29, authorizing up to $1.25B in bitcoin sales, raising STRC dividends to 12%, and hard-coding a $2.55B cash reserve floor, all while holding 847,363 BTC untouched.
Michael Howell says bitcoin weakness reflects a slowing liquidity impulse, not a dead debasement thesis. Plus Jay Patel, Strategy capital management, and Jordi Visser on the AI shakeout.
The Bank for International Settlements released its 2026 Annual Economic Report on June 28, warning that an AI capex bust, opaque circular financing deals, and record sovereign debt are the three interlocking pressure points most likely to crack the global financial system.
The Supreme Court is expected to rule imminently on whether Trump can fire Fed Governor Lisa Cook, the first presidential attempt to remove a sitting Fed board member in the central bank's 113-year history. The outcome matters less than what the attempt itself has already revealed.
NYK Line CEO Takaya Soga told the Financial Times that Hormuz shipping will remain well below prewar levels for months. With 80 naval mines sitting in the main traffic lane, the U.S.-Iran MOU can't fix what minesweepers haven't cleared.
El Salvador's National Bitcoin Office has continued announcing Bitcoin purchases since signing a $1.4 billion IMF deal that required the public sector to confine Bitcoin-related activity. The reserve sits at 7,636 BTC. The IMF says nothing has changed. The blockchain disagrees.
Sunrun, Tesla, and Renew Home announced a framework to aggregate more than 16 GW of home batteries and smart thermostats into a virtual power plant targeting AI data center demand. No offtake agreements exist yet, and roughly 60% of the capacity is demand response, not firm generation.
Alan Greenspan died June 22, 2026 at age 100. He authored 'Gold and Economic Freedom' in 1966. He then ran the Fed for 19 years and built the debt machine Satoshi was responding to directly.
OpenAI is reportedly limiting GPT-5.6 access at the US government’s request. Marty argues AI safety has become regulatory moat-building as open-weight models catch up and crush pricing.
Chinese Foreign Minister Wang Yi pledged reconstruction support for Iran on June 22, signaling Beijing intends to secure long-term oil access in exchange. Every infrastructure contract signed in Tehran under Chinese terms is another barrel that clears outside dollar rails.
Iran's IRGC struck a cargo ship near Oman on June 25, pausing the UN's strait evacuation plan and breaking a week-old ceasefire. OFAC has designated the IRGC's toll-collecting entity and Iran's four largest crypto exchanges as it chases $1/barrel Bitcoin and stablecoin payments that have been
NVK returns to break down the fiat tax farm, the ARCA data haven he's building at Coinkite, why UBI ends humanity, and how AI hands the unreasonable man the power of a thousand suns.
Brandon Bailey on why bitcoin miners accidentally built the most valuable asset in the AI compute boom, which companies are executing the transition, and why the whole setup is net-positive for Bitcoin and the network.
Pluto, Uranus, Neptune, and Jupiter form exact alignments at 4 degrees for the first time in roughly 6,000 years. Marty came in a skeptic and came out convinced something real is converging — because everything he watches daily is pointing the same direction at the same time.