Macro, money, and the forces reshaping the financial system. The stories behind the headlines.
1,003 posts
Hyperscale Data (NYSE: GPUS) crossed 1,000 Bitcoin in its corporate treasury on July 9, 2026, roughly doubling its stack from ~515 BTC in under seven months through a dual strategy…
Cantor Equity Partners and BSTR Holdings terminated their original July 2025 merger agreement on July 8, 2026, dropping the $1.5 billion PIPE and postponing the shareholder vote wi…
Russia enacted a full ban on diesel exports July 8, 2026, after Ukrainian drone strikes drove crude-processing rates to multi-year lows. With Russia supplying ~11% of global diesel…
Bull Bitcoin petitioned France's Conseil d'État on February 24 to annul Decree No. 2025-1276, the French rule implementing DAC8's mandatory crypto identity and transaction reportin…
Trump declared the June 17 US-Iran MoU 'over' at the NATO summit in Ankara on July 8, after Iran attacked three tankers in the Strait of Hormuz and CENTCOM retaliated with strikes…
SEC Chairman Paul Atkins published the agency's 2026 regulatory agenda on July 7, formally committing to propose rules that would allow Bitcoin to trade alongside equities on SEC-l…
Payward disclosed a $22 million arbitration win against Mazars USA on July 7, 2026, after the auditor walked away from a nearly complete 2022 audit days before finishing, citing SE…
The U.S. Treasury sold $58 billion in 3-Year notes at 4.179% on July 7, stopping through the When-Issued level by 0.6 basis points, even as Iran struck three commercial vessels in…
Ukraine's Unmanned Systems Forces struck eight sanctioned Russian shadow fleet tankers in the Sea of Azov overnight July 6-7, following two more strikes the previous night, as part…
The NY Fed's June 2026 Survey of Consumer Expectations shows 1-year inflation expectations at 3.7%, the highest since September 2023, with the medium-term anchor also breaking high…
On March 6, 2025, President Trump signed Executive Order 14233 establishing the U.S. Strategic Bitcoin Reserve with a hard no-sell mandate. Here is what the order does, what it doe…
UAE crude output surpassed 3.8 million bpd in June, its highest since April 2020, after Abu Dhabi formally exited OPEC on May 1. Chinese teapot refiners entered ADNOC tenders for t…
The White House confirmed on July 6 that structuring work on the Strategic Bitcoin Reserve is ongoing. Crypto adviser Patrick Witt's promised 'big announcement' is now 10 weeks ove…
Strategy's Michael Saylor declared Bitcoin's four-year halving cycle dead, arguing institutional capital flows and bank credit now set price. The 2026 drawdown is already stress-te…
Saudi Deputy FM Waleed El Khereiji arrived in Tehran for Khamenei's state funeral despite not appearing on Iran's official guest list, a quiet diplomatic signal that Gulf states ar…
A pseudonymous Bitcoin holder calling himself John Doe 33 filed a motion to dismiss the Noah Doe lawsuit on June 30, becoming the first actual owner to contest the claim over 39,06…
Goldman Sachs featured Michael Saylor as the headline speaker at its London Digital Assets Conference, where he pitched Bitcoin-collateralized credit as a fundable institutional pr…
VP JD Vance said the Trump administration's purpose for the US-Iran MoU is to refill global oil supplies and then 'see where the hand is,' with both a long-term deal and resumed mi…
Euroclear filed in Brussels Commercial Court to void a Moscow ruling ordering 18.2 trillion rubles in damages. The Russian enforcement order is already live, and non-EU jurisdictio…
OFAC designated 134 ISIS-K crypto addresses on July 1, 2026-131 Tron, 3 Monero, and Tether froze every Tron balance the moment the SDN List updated. The mechanism being normalized…
The Commoner
Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.
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