Macro, money, and the forces reshaping the financial system. The stories behind the headlines.
1,103 posts
FinCEN and the Federal Reserve withdrew the 2020 NPRM that would have cut the cross-border Travel Rule reporting threshold from $3,000 to $250, marking the third crypto surveillanc…
LPL Financial's spot Bitcoin ETF position hit $261 million in Q3 2026, up 50% from the prior quarter, per its 13F filing with the SEC. At one of the largest independent broker-deal…
Peter Schiff posted a detailed fiscal warning on November 5, mapping a scenario where bipartisan legislation eliminates the debt ceiling entirely, forces the Fed into record QE, an…
Core Scientific will complete its exit from Bitcoin self-mining by Q4 2026, entering 2027 as a pure-play AI colocation company. Q3 numbers show why: $215.4M in colocation revenue v…
Iran has formally exempted vessels from India, China, Iraq, and Qatar from Strait of Hormuz transit restrictions, with Chinese and Indian ships paying transit fees directly to Tehr…
Moscow Exchange will begin spot trading in Bitcoin, ETH, and USDT on December 1, 2026, Russia's first organized digital currency market, running through a clearing house that sits…
American Bitcoin's Q3 headline profit looks great until you separate the Bitcoin treasury gain from the mining business. The mining business lost money. That distinction matters mo…
Michael Saylor flagged the 2026 midterm results as proof that Bitcoin reserve policy has cleared the partisan firewall. The legislation that follows in 2027 will confirm or collaps…
JPMorgan Chase has filed a steady cadence of SEC 424B2 structured notes tied to BlackRock's iShares Bitcoin Trust ETF throughout 2025 and 2026. The October 2 filing is the latest.…
A Federal Reserve Board study published October 30 finds that Treasury coupon auctions impose a financing burden on primary dealers that outlasts the bond inventory itself, compres…
Strategy filed its weekly 8-K showing 811 BTC added for $65.5M between Oct 26, Nov 1. Strive added 124 coins at roughly the same average. Both firms accumulated through a Binance-b…
Australian national dwelling values fell 1.2% in October, the seventh consecutive monthly decline, with capital cities now 8.1% below their March 2026 peak, the fastest pace of dec…
On October 31, the U.S. Embassy in Moscow warned of a credible mass casualty threat at the Tsaritsyno Museum Reserve. Iran hardened its retaliation doctrine with 'no geographical l…
Iran's Persian Gulf Strait Authority issued its first-ever fleet-wide ban on a single shipowner, targeting South Korea's Sinokor effective November 1. Sinokor alone moved roughly 3…
Trepp's Q3 2026 data shows three-quarters of Class A office loans cannot refinance without fresh equity, $61.1B in CMBS hits hard maturity in 2027, and the math on NOI growth is of…
Sen. Bill Hagerty told Bitcoin Magazine the U.S. Strategic Bitcoin Reserve, currently holding ~200,000 BTC, could grow 'very soon' once the CLARITY Act clears its Senate hurdle, an…
Galaxy Research's Alex Thorn shows the 2026 Bitcoin bear market was structurally driven by arbitrage unwinding, not conviction selling, as sovereign wealth entered from the other s…
UBS chief economist Arend Kapteyn's new data shows Western sanctions redistributed Russian oil rather than cut it, while Trump's Treasury Department issued a sanctions waiver to im…
Saudi Aramco signed an MOU on October 26 to store crude at Singapore's Jurong Rock Caverns starting H2 2027. Combined with a push to expand the East-West pipeline to 10 million bpd…
Luxor Technology raised $16M in a CMT Digital-led strategic round with Canaan and MicroBT participating, funding AI compute trading, hardware sourcing, and derivatives under its Lu…
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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