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Weekly

Weekly

Bitcoin Is Trading Like Gold. The Bond Market Is Why.

Sep 13, 2026

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2 min read

Bitcoin Is Trading Like Gold. The Bond Market Is Why.

A hacker drained $320 million from Bitcoin's largest sidechain and negotiated a partial return in public, on-chain. Metaplanet's CEO exercised his own options days before a shareholder revolt forced a reversal. Iran is quietly settling trade in Bitcoin and Tether to dodge sanctions. Bitcoin's trading like gold, not tech.

Weekly

MSCI Wants Strategy Gone. Saylor Isn't Having It.

Sep 6, 2026

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3 min read

MSCI Wants Strategy Gone. Saylor Isn't Having It.

Bitcoin dipped under $78K, then reclaimed $80K by Thursday. Strategy fired back at an MSCI proposal that could delist it. Russia flipped the switch on regulated crypto trading and a mandatory digital ruble, same day. The Clarity Act's runway just got shorter. Brussels wants your savings working for Europe.

Weekly

Hackers Got Into the Fed. Bitcoin Got Quantum-Proof.

Aug 30, 2026

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2 min read

Hackers Got Into the Fed. Bitcoin Got Quantum-Proof.

Gold and Bitcoin ETFs just pulled a record $7 billion in five days, the debasement trade in full swing. Strategy sat out entirely, and Bitcoin didn't blink. Meanwhile Chinese hackers were caught inside the Fed and DOJ, and Bitcoin quietly shipped its first quantum-safe transaction.

Weekly

The SEC and CFTC Stopped Waiting on Congress

Aug 23, 2026

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2 min read

The SEC and CFTC Stopped Waiting on Congress

Bitcoin ripped back toward $80K this week on three fronts at once. Trump said he'd listen to a bigger government buy, Treasury doubled its long bond buybacks, and a Chinese Nasdaq firm found its own way into the trade. Regulators didn't wait on Congress either.

Weekly

Wall Street Wants In. Strategy Might Get Kicked Out.

Aug 16, 2026

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2 min read

Wall Street Wants In. Strategy Might Get Kicked Out.

BlackRock cut the price of entry for swapping Bitcoin into IBIT by 96%. MSCI is trying to kick Strategy and Metaplanet out of its indexes for the crime of holding too much Bitcoin. UBS tripled its position. JPMorgan more than doubled its. And Tether finally got the audit it promised nine years ago.

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