Macro, money, and the forces reshaping the financial system. The stories behind the headlines.
888 posts
The Senate voted 50-48 to direct Trump to stand down on Iran, the first war powers resolution to clear both chambers since 1973. Bitcoin has held its 200-week moving average throug…
The Senate passed the 21st Century ROAD to Housing Act 85-5 on June 22, burying a four-year Federal Reserve CBDC ban inside it. The House votes next. Then Trump's desk. The permiss…
The CLARITY Act is on the Senate calendar and Lummis is pushing for a floor vote before August recess. The hearings are the backdrop. The ethics provision is the variable that actu…
U.S. spot Bitcoin ETFs logged 10 consecutive outflow sessions in May and 13 in June 2026, draining a combined ~$7.2B and flipping year-to-date flows negative for the first time sin…
Robert Mitchnick, BlackRock's Managing Director and Head of Digital Assets, told Yahoo Finance on June 22 that fear over U.S. borrowing levels and money-printing risk is now Bitcoi…
OFAC's Iran General License X goes beyond cargo clearance to authorize ongoing Iranian oil production through August 21. The sanctions lever Washington just eased is the same mecha…
Strategy's latest 8-K shows 520 BTC purchased for $35M while ~$300M of a $335M MSTR share sale was retained as cash, pushing the USD Reserve to $1.4B. The preferred stock credit st…
Attorney Ian Cohen filed a rebuttal on June 19 opposing efforts to lift a court stay in a New York lawsuit targeting 39,069 Bitcoin addresses holding roughly 3.8 million BTC, inclu…
Kevin Warsh's debut FOMC meeting held rates steady but flipped the dot plot from projected cuts to projected hikes, killed forward guidance, and revised PCE inflation up to 3.6%. T…
H.R. 3633 is on the Senate floor calendar and the House has promised to move fast. Everything now turns on whether Senate leadership can lock in seven Democratic votes before Augus…
Iran's military command announced a closure of the Strait of Hormuz on June 20, 2026, citing U.S. and Israeli violations of the Islamabad MoU signed two days earlier. But U.S. Cent…
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…
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 p…
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 supplement…
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…
The petrodollar forced the world to hold dollars to buy oil. It's visibly fraying now. Here's how it actually works, why it's lasted 50 years, where it's cracking, and why a BRICS…
Macro analyst Luke Gromen on why China's rare-earth leverage quietly removed the military deterrent behind the dollar order, why he thinks gold has overtaken the Treasury bond as t…
Energy economist Anas Alhajji makes the strongest case against the de-dollarization story: BRICS is a paper tiger, the petrodollar is here to stay, and the Gulf trip deepened dolla…
Macro analyst Lyn Alden on why reserve-currency status quietly costs the US its industrial base, why there's more inflexible demand for dollars than there are dollars to repudiate,…
Don't be afraid to admit it; bitcoin competes with the dollar as a currency.
The Bitcoin Brief
A daily brief on the freedom tech building a parallel economy, written for the curious and the convicted alike. Signal, not noise. Truth for the Commoner.
Free, daily. Unsubscribe anytime.
