Macro, money, and the forces reshaping the financial system. The stories behind the headlines.
1,003 posts
TRM Labs traced $3.84 billion from 60+ sanctioned Iranian entities through CoinEx since 2019, making it Iran's primary international crypto exit ramp by 2024. OFAC's June 2 sanctio…
India is on track to import a record 2.35 million bpd of Russian crude in June 2026, with Russia accounting for 53.5% of all Indian oil imports. The U.S. sanctions waiver on Russia…
Nouriel Roubini has co-authored a whitepaper for USAFi, a tokenized ERC-20 security he frames as the first 'Technodollar' instrument. The pivot confirms elite macro consensus has a…
The Federal Reserve's proposed 'payment account' would let legally eligible fintechs settle directly through the Fed. Congress is now debating the access terms, the moral hazard, a…
Sen. Steve Daines says the Senate Finance Committee has a crypto tax framework ready and could hold a markup by fall 2026, the clearest timeline signal yet from the upper chamber's…
A Bitcoin Policy Institute fellow projects sovereign nations will dominate Bitcoin mining by 2036 by monetizing stranded power. The Bhutan data already challenges that thesis.
The CLARITY Act is one Senate floor vote from becoming law. Buried in its conforming amendments is a provision that could force corporate Bitcoin treasury companies into CFTC commo…
CME Group filed a federal complaint against the CFTC on June 18, arguing that Bitcoin perpetual futures are legally swaps under Dodd-Frank and that Chair Michael Selig's one-day ap…
Bitcoin holders who acquired coins more than five years ago have cut their smoothed selling pace to 962 BTC, a 19-month low, even as spot price sits almost exactly at their maximum…
Oman's MTCIT launched OmanHash on June 17, 2026, a mandatory state-backed Bitcoin mining pool that all licensed miners must use. The contractor behind it already runs Kazakhstan's…
CryptoQuant head of research Julio Moreno says Strategy's perpetual accumulation model has hit a structural wall: $1.2B in annual dividend obligations, a 38% cash reserve decline,…
Bank of America reversed its Fed forecast within a single week, now calling for three consecutive 25bp hikes in September, October, and December 2026. The within-a-week flip is mor…
The DOE issued a conditional $17.5B loan commitment on June 23 to finance long-lead equipment for 10 Westinghouse AP1000 reactors across five paired projects, targeting constructio…
H100 Group shareholders voted June 23 in Stockholm to authorize the all-stock acquisition of two Norwegian bitcoin treasury companies, a deal that would lift holdings from 1,051 BT…
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…
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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