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The CLARITY Act Is Stuck. The Strategic Reserve Isn't.

The CLARITY Act Is Stuck. The Strategic Reserve Isn't.

Strategy now holds more Bitcoin than BlackRock. The White House says a Strategic Reserve announcement is coming. Iran is reportedly sitting on $7.7 billion in Bitcoin and settling cargo insurance in it. Meanwhile, the one piece of legislation that was supposed to formalize all of this is fighting for Senate floor time. A big week to be paying attention.

May 24, 2026

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2 min read

An $11 Trillion Broker, a Markup, and a New Fed Chair

An $11 Trillion Broker, a Markup, and a New Fed Chair

The CLARITY Act markup cleared the Senate Banking Committee. Charles Schwab launched spot Bitcoin trading for retail clients. Kevin Warsh was confirmed as the new Fed chair. And Strategy's STRC had its biggest day yet, funding the purchase of 14,815 Bitcoin. Wall Street and Washington moved in the same direction at the same time.

May 17, 2026

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2 min read

The Banks Picked a Side. So Did the Polls.

The Banks Picked a Side. So Did the Polls.

Bitcoin touched $82,000 this week. Morgan Stanley says adoption will move faster than people think over the next 18 months. JPMorgan says Bitcoin is gaining on gold as the debasement trade. Polymarket has the CLARITY Act at 71% to pass this year. And Saylor is taking heat for a single line in the Strategy earnings call.

May 10, 2026

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3 min read

Washington Said the Quiet Part Out Loud

Washington Said the Quiet Part Out Loud

The US national debt just surpassed GDP for the first time since World War II. The same week, the White House said a big announcement on the Strategic Bitcoin Reserve is coming within weeks, and two senior cabinet officials testified that Bitcoin is a tool of American power projection. Tether announced a merger that would create a new publicly listed Bitcoin company backed by mining, payments, and Tether's own balance sheet. Bitcoin closed the week above $78,000.

May 3, 2026

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2 min read

The Admiral, the ETF, and the Company That Beat BlackRock

The Admiral, the ETF, and the Company That Beat BlackRock

Strategy now holds more Bitcoin than BlackRock. A four-star admiral told the Senate that Bitcoin is a power projection tool. NYDIG says institutional positioning is still far from crowded. And the CLARITY Act is running out of time to pass this year. The pieces are not moving slowly anymore.

Apr 26, 2026

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2 min read

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