By Marty Bent
Austin, TX
Read more
By Marty Bent
Austin, TX
Read more
By Marty Bent
Austin, TX
Read more
By Marty Bent
Austin, TX
Read more
By Marty Bent
Austin, TX
Read more
UK 30yr gilts hit 5.78%, highest since 1998, 80bps above Truss crisis. Global sovereign bonds reprice as central banks pivot from cuts to hikes. Energy shock from Hormuz forces inflation higher just as governments need to refinance trillions.
UAE exits OPEC as Trump's Project Freedom triggers direct combat at Hormuz. Brent hits $114. Meanwhile, bitcoin positioning is the lightest in months, private credit cracks at 78 cents on the dollar, and Coinbase cuts 700 jobs while blaming AI.
Oshi analyzed 40,000+ customers across 7 merchants and found Bitcoin loyalty members spend 3x more with 66% repeat rates. Every $1 in BTC rewards returns $10+. Plus BTC breaks $80K, Enclavia TEEs, and the Clarity Act.
Cashu creator Calle announces non-custodial ecash mints via hardware enclaves. Plus: Taiwan BTC reserve paper, Brent at $126, BOJ hawkish split, private credit exodus.
Block hits 800K merchants accepting bitcoin. Aven launches BTC-backed credit up to $1M. Acting AG Blanche: no more regulating by prosecution. Plus the Musk v. Altman trial begins.
Bitcoin follows a power law with a 96% R-squared fit over seven years. Traditional markets grow exponentially at 7-10% per year. At some point, these two curves cross. Matthew Mezinskis calls this the essential singularity.
Tether froze $344M in USDT on Tron in coordination with OFAC. BlackRock adds $900M in BTC. BOJ studies US private credit contagion. UK courts approve nationwide facial recognition.
Bitcoin is up 22% since the Iran war started. Bears are paying 6% annualized to stay short. Funding rates have been negative for 46 straight days. This is the most hated rally in Bitcoin history.
Arbitrum's Security Council unilaterally froze $90M in stolen ETH overnight, proving DeFi is decentralized in name only. Plus: BlackRock gates a $26B fund, Bitcoin Core v31.0 ships, and Warsh faces the Senate.
A $292M bridge exploit at Kelp DAO cascaded into $13 billion in DeFi withdrawals, $196M in Aave bad debt, and frozen markets across a dozen protocols. Bitcoin's simplicity is the feature.
BitMEX Research proposes a 'canary fund' alternative to BIP-361's coin freeze. Only trigger quantum protections when an attacker proves the threat exists on-chain.
A new BIP proposes freezing any Bitcoin that doesn't migrate to post-quantum addresses. Plus Goldman files a Bitcoin income ETF, CRE cracks widen, and whales accumulate.
The Bitcoin community lost Aaron Ingalls this weekend. A father, a Bitcoiner, a fighter. Plus: tankers test the Hormuz blockade, Tether launches a self-custodial wallet, and energy inflation is about to get worse.
Vance walks away from Islamabad with nothing. Oil rips past $105, CMBS delinquencies hit COVID highs, and Bitcoin holds $71K. Plus: White House torpedoes the banking lobby's stablecoin yield argument.
