Macro, money, and the forces reshaping the financial system. The stories behind the headlines.
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On-chain data from Santiment show wallets holding at least 10,000 BTC have reached 90, a six-month high, as the Coldcard exploit and Senate delays on the CLARITY Act shake coins lo…
Riot Platforms announced a 20-year, $9.1 billion data center lease with an unnamed frontier AI lab for 191 MW at its Rockdale, Texas campus, bringing total AI capacity under contra…
Sweden's H100 Group acquired 2,455 BTC from Norwegian firms Moonshot AS and PDI AS on August 10 in an all-share, zero-cash transaction, tripling its treasury to 3,506 BTC and claim…
Former Defense Secretary Mark Esper, a Coinbase advisory council member, published an FT op-ed calling the CLARITY Act a national security imperative. A September 15 Senate cloture…
MARA Holdings pledged 18,750 BTC worth approximately $1.2 billion as collateral for $600 million in new debt from Coinbase Credit and Two Prime Lending, using its Bitcoin treasury…
OFAC sanctioned Dubai-operated Shelbit Exchange, Iran-based Aban Tether, and operator Siavash Kayvanpour on August 7, 2026, for processing funds to Iran's IRGC. The entire case was…
Saudi Arabia, Turkey, and Pakistan formalized a NATO-style mutual-defense pact in Makkah on August 7, placing Saudi Arabia under Pakistan's nuclear umbrella and building a parallel…
The income needed to buy a typical U.S. home sits at $109,796, just $586 below last year's all-time record. The median household earns $22,197 less than that. Affordability is 'imp…
The UN FAO Food Price Index averaged 131.1 in July 2026, its highest reading since January 2023, as Black Sea shipping disruptions, Hormuz energy spillover, and mounting El Niño ri…
Glassnode data shows 210,000 BTC exited long-term holder wallets over the past week, the largest such outflow since December 2024, attributed to the Coldcard firmware breach. Unlik…
Putin signed Federal Law No. 282-FZ on August 4, creating Russia's first licensed crypto-trading framework. Domestic payments remain banned. A 300,000-ruble annual retail cap and a…
Syria's state oil CEO set a 30-month-to-three-year timeline to revive the Haditha-Baniyas pipeline at up to 2 million bpd. With a signed MoU, U.S. endorsement, and Chevron in the m…
PowerCompute consolidated three debt facilities totaling $18M under a single Bitcoin-backed loan at ~2% APR, pledging 307 BTC as non-recourse collateral. The rate cut saves roughly…
Two sources familiar with internal U.S. military data told Reuters the Army has used virtually all of its ATACMS and PrSM inventories during five months of Operation Epic Fury. Res…
Capital B began trading on Cboe Europe on August 5, 2026, with volume doubling within two hours and immediately surpassing its Euronext Growth Paris home listing. The surge points…
The US signed a deal with Puntland on August 3 to expand its military base in Bosaso, a Gulf of Aden port city, as simultaneous Hormuz and Red Sea disruptions threaten up to 25% of…
The Ninth Circuit vacated Amazon's preliminary injunction against Perplexity's Comet on August 4, 2026, drawing a durable line between tool-maker and user under the CFAA. The rulin…
The U.S. Treasury and Japan's Ministry of Finance executed a coordinated yen-buying intervention on July 31, the first joint action since 2011, and Treasury Secretary Bessent is al…
Bitdeer's Tydal deal prices at the top of every disclosed miner-to-AI conversion, delivers $4.7B in contracted revenue without diluting shareholders, and hands a J.P. Morgan credit…
Hashdex is closing its spot Bitcoin ETF (NYSE Arca: DEFI) on August 17 after AUM shrank to $14.7 million. It appears to be the first U.S. spot BTC ETF liquidation. Shareholders rec…
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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