Macro, money, and the forces reshaping the financial system. The stories behind the headlines.
886 posts
Russia's State Duma is scheduled to pass its first comprehensive crypto law on July 21. The bill legalizes crypto for cross-border trade settlements explicitly to route around West…
B HODL Plc's share buyback programme generated 24% more gross sats per share per pound than an equivalent open-market Bitcoin purchase, demonstrating in practice that retiring equi…
Strive filed an 8-K showing 21 BTC purchased at ~$63,221, roughly 33% below its blended cost basis of ~$94,761. Treasury stands at 19,921 BTC; cash rose to $157.4M. The preferred e…
US spot Bitcoin ETFs logged two consecutive weeks of inflows totaling $273M, but CryptoQuant data shows Binance and Bybit shed nearly $2.3B in stablecoin reserves over the same 30-…
Iran's rial approached 1.95 million per dollar on July 20, down roughly 33% since January. The IMF projects 68.9% average inflation and economic contraction in 2026. The official m…
Four mining pools held more than 70% of Bitcoin's hashrate in a June 2026 snapshot. With a Nakamoto coefficient of 3, pool concentration has moved from theoretical concern to opera…
Iran formally replaced US-controlled GPS with China's BeiDou satellite system after GPS jamming crippled its weapons during the 2025 Israel-Iran war. By early 2026, strike accuracy…
What a Bitaxe is, the 2026 models, what it costs, the real solo-mining odds, and how a $150 open-source miner just won a full Bitcoin block.
Iran struck Kuwait Petroleum Corporation oil infrastructure and a second power/desalination plant on Saturday July 18, causing fires and injuries, as Hormuz tanker traffic grinds t…
At residential power rates, no ASIC mines Bitcoin at a profit in 2026. The honest guide to mining at home, hosting it, or skipping it.
OMB Director Russell Vought told Congress the Iran war cost roughly $30 billion. Internal Defense Department estimates say $80 to $100 billion. Independent analysis puts the direct…
Iran has asked the Houthis to stand ready to close the Bab el-Mandeb Strait if the U.S. strikes Iranian power infrastructure, per a Reuters exclusive. With Hormuz already disrupted…
China's export licensing regime has cut US yttrium shipments by roughly 95%. Industry executives warn of production halts before year-end. The AI capex boom is hostage to Beijing's…
The private credit market, a $2.5T+ shadow-banking system that captured the majority of marginal U.S. credit creation over the past two years, is failing its first real stress test…
Fed Chair Kevin Warsh delivered a sharp 'no bailout' line to Congress on July 14, then immediately preserved the Fed's discretion to intervene in extraordinary circumstances. The h…
Larry Fink declared Bitcoin's leverage problem a past-tense event on CNBC July 15. That framing is an institutional permission slip, and IBIT's $138.9M single-day inflow shows capi…
B Treasury Capital AB's BTC PREF preference shares begin trading July 20 on Sweden's Spotlight Stock Market, offering a 10% annual dividend funded by a Bitcoin treasury. The rights…
Glassnode's Cryptovizart flagged a rollover in the 30-day SMA of realized losses from Bitcoin's 1-2 year holder cohort. Historically, that reversal has marked the end of a bear mar…
The SEC approved NYSE Arca's rule change raising IBIT options position and exercise limits from 250,000 to 1 million contracts, effective immediately, placing Bitcoin's largest ETF…
Orange Juice, founded by the ego death capital team including Lyn Alden and Jeff Booth, raised $40M to acquire U.S. businesses and route their cash flows into a Bitcoin treasury, a…
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