Macro, money, and the forces reshaping the financial system. The stories behind the headlines.
735 posts
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…
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…
The Bitcoin Brief
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