Bitcoin Roundup

May 1, 2026

Strategy and Blockstream CEOs Paint Vision of Bitcoin’s Financial Future

At the conference this week, a lot of the discussion was about Strategy’s preferred stock, STRC. The product targets a $100 par and pays a discretionary divi...

May 1, 2026

Core inflation rate hit 3.2% in March as first-quarter growth disappointed at 2%

Core PCE came out this week at 3.2%, headline at 3.5%, gas above $4, and federal spending up 9.3%. This very much feels like the calm before the storm on con...

May 1, 2026

Fed holds rates steady but with highest level of dissent since 1992

This meeting likely was the last with Chair Jerome Powell at the helm. He is due to step down from the top job in mid-May, although his term as a Fed governo...

April 24, 2026

Saylor's Strategy Holdings Top 800,000 Bitcoin After 3rd Biggest Purchase In History

Michael Saylor’s company, Strategy, just crossed 800k bitcoin on the balance sheet, after acquiring $2.54B worth (34k coins at $74k average price). This was ...

April 24, 2026

Charles Schwab to Launch Spot Bitcoin Trading for Retail Clients

It has been quite entertaining watching all of Wall Street go from calling bitcoin “worthless” an “index of money laundering” the “very definition of a bubbl...

April 24, 2026

Trump's "Sock Puppet"

“Warsh wants a robust reform of the inflation framework”. This is likely a little way’s out, but expect an adjustment to the historical 2% inflation target a...

April 17, 2026

You Say Ceasefire, and I Say Escalation: Ten31 Timestamp 944,597

The Strait of Hormuz being closed continues to be the only macro factor that matters for markets. It is impossible to calculate the potential impacts of an...

April 17, 2026

No Trade Zone

Arthur Hayes agrees, the Strait of Hormuz is the only thing that matters in macro, for the time being. He lays out 4 possible paths forward, none of which...

April 17, 2026

Ceasefire-Squeeze Morphs Into 'Spot Up, Vol Up' Panic-Buying In Stocks; Bonds, Credit, & Crude Ain't Buying It

The irony of how much provably “fake news” has come out from this administration about progress (or lack thereof) in the manufactured conflict on the Middl...

April 9, 2026

Trump Says Iran ‘Better Stop Now’ If It’s Charging Oil Tankers Fees To Go Through Strait Of Hormuz

If the reporting is right and Iran is charging transit fees in bitcoin for passage through Hormuz, that is one of the most on-the-nose stories imaginable f...

April 9, 2026

Hormuz Hope Sparks Stocks’ Longest Win Streak In 6 Months; Bonds, Bullion, & Bitcoin Bid

This is the kind of tape that tells you nobody believes the surface narrative. If a ceasefire headline were truly de-risking the world, you would not see b...

April 9, 2026

China’s PBOC Aggressively Buys March Gold Dip

China buying the dip in gold for the seventeenth straight month is not a commodity trade. It is a geopolitical statement. When a central bank keeps accumul...

April 3, 2026

To Hike or Not to Hike: Ten31 Timestamp 942,634

I’m not sure why John Arnold chooses to publish this awesome content on Saturdays, but I am grateful for it, nonetheless. This is the follow-up from Ten31 ...

April 3, 2026

Morgan Stanley Enters the Bitcoin ETF Race at 0.14%

Morgan Stanley is pricing its upcoming spot bitcoin ETF (ticker MSBT) at 14 basis points annually, undercutting BlackRock's IBIT at 25 bps and Grayscale's ...

April 3, 2026

Cash Is King: Dowd Sees $10,000 Gold As The Credit Market "Is Starting To End The Party"

Ed Dowd has been warning about private credit for months, and the situation continues to deteriorate. Blue Owl gated investors. Apollo gated investors. Bla...

March 27, 2026

OpenClaw is taking the tech world by storm. Here's what you need to know about it.

I have mentioned OpenClaw previously on this platform, but I feel it is worth calling attention to again. OpenClaw is an open source project that uses a cl...

March 27, 2026

Escalation On All Fronts As Iran Says Never Requested US Energy Strike Pause; Israel Goes After Industrial Targets

Is it just me, or does it feel like we are not winning this war? The Strait of Hormuz remains entirely closed. Not sort of closed, not slowed down, not del...

March 27, 2026

Bitcoin Charlotte

For those that don't already know, I help out with the Bitcoin Charlotte community by running workshops and meetups from time to time. We are one of the ol...

March 20, 2026

Wall Street Reacts To 'Neutral' Fed Hold

The Fed held rates at 3.5–3.75% this week and tried to say absolutely nothing. Powell's presser was a masterclass in calculated ambiguity. He likely doesn'...

March 20, 2026

The Global Capital Circuit

The Ten31 team published one of their best pieces this week. The thesis: capital has always operated within a stack of claims, with senior debt at the top,...

March 20, 2026

Oil prices fall after Brent briefly touches $119 as Netanyahu says Israel helping to open Strait of Hormuz

Brent touched $119 this week before pulling back to $109 after Netanyahu claimed Israel was helping reopen the Strait of Hormuz. The intraday swings have b...

March 13, 2026

Why Constant Talk Of TACO Is Likely Wrong, With Both Sides Escalating

The "TACO" crowd keeps expecting geopolitical de-escalation because escalation feels too costly. The article's key point is straightforward: trade pressure...

March 13, 2026

Coinbase Is Quietly Trying to Kill Bitcoin's De Minimis Tax Exemption

Fuck Coinbase. Avoid this Shitcoin Casino at all costs. They have been a net positive for the bitcoin movement over the past 15 years, but they are working...

March 13, 2026

China's De-Dollarization Push Meets Washington's Defense Of The Dollar

This piece is a useful reminder that de-dollarization is a slow plumbing project that has been underway for years. Currency swaps, bilateral trade settleme...

March 6, 2026

Kraken Becomes First Crypto Firm to Win Access to Fed's Core Payments System

I guess this is a big deal, but I confess to not caring very much because I don't support these crypto casino businesses. For me, any service provider that...

March 6, 2026

First A China-Linked Ship, Now A US-Sanctioned Gas Tanker Transits Hormuz Chokepoint

I saw a post this week about the US potentially insuring or escorting tankers in “the Gulf” and I genuinely wasn't sure if it was in the Middle East or the...

March 6, 2026

Fast Takeoffs and Hard Landings: Ten31 Timestamp 938,757

The team at Ten31 is very high signal. I can confirm that John Arnold is, by my standards, a very smart guy. Highly recommend tuning in to this content and...

February 27, 2026

Private Credit Fears Deepen With UBS Warning of 15% Defaults

Blue Owl Capital permanently halted redemptions from one of its private credit funds last week. The stock fell for eleven straight days — the worst streak ...

February 27, 2026

Jack Dorsey just halved the size of Block’s employee base — and he says your company is next

Jack Dorsey cut Block's workforce nearly in half, from 10,000 to just under 6,000, and said AI "fundamentally changes what it means to build and run a comp...

February 27, 2026

Brookings experts on the Supreme Court’s tariff decision

The Supreme Court struck down Trump's IEEPA tariffs 6-3. Within hours he signed a new 10% global tariff under Section 122, then hiked that to 15%. The medi...

February 20, 2026

Geopolitical Tensions Fuel Massive Gold Reserve Accumulation

Central banks around the world have added nearly 2,000 tonnes of gold to their reserves since 2020, with China leading at over 350 tonnes followed by Polan...

February 20, 2026

Fed minutes show officials grappling with policy split, impact of AI on economy

The January FOMC minutes dropped this week, and buried in the usual bureaucratic language was an interesting comment: several officials suggested the Fed m...

February 20, 2026

Bitcoin sinks to $66,000, U.S. stocks lose steam as Fed minutes mention possible rate hike

Bitcoin is now staring at its fifth consecutive weekly loss, the worst streak since the 2022 bear market that bottomed in the $16k range. It has fallen rou...

February 13, 2026

Something Big Is Happening

Matt Shumer, an AI startup founder, published a piece this week comparing the current moment in AI to February 2020. He draws the analogy to the "this seem...

February 13, 2026

Microsoft AI CEO Warns Most White Collar Jobs Fully Automated "Within Next 12-18 Months"; Anthropic Fears Potential For 'Heinous Crimes'

Continuing on the AI topic, the impacts of AI are being speculated about constantly as of late. There are essentially two camps, as per usual in current ev...

February 13, 2026

Crypto lender BlockFills suspends withdrawals amid faltering bitcoin price

“Not your keys, not your coins.” Historically, when crypto companies “pause withdrawals”, they “go bankrupt” shortly after. The beauty, and pain, of bitcoi...

February 6, 2026

Tether Launches Open-Source Bitcoin Mining Operating System

Open source for the win. This is great to see. One of the perks of being the most profitable per-employee company in the history of the planet is that Teth...

February 6, 2026

Resources: BitcoinOneLiners.com

This is not an article but a resource I have been meaning to share. I forced myself to tinker with AI the other weekend so I could get a better handle on j...

February 6, 2026

Bitcoin price rebounds to $67,000, remains on track for worst week since 2022 amid 'fear and fatigue'

Wow, this week was brutal for the price of bitcoin. Yesterday was the steepest one-day decline since the FTX fraud was uncovered in 2022. It was incredible...

January 30, 2026

Straight From "Central Casting": President Trump Confirms Kevin Warsh As Next Fed Chair Nominee

Assuming confirmation, Federal Reserve Chair Jerome Powell will be replaced by Kevin Warsh. The Trump admin expects a dovish positioning from this pick, bu...

January 30, 2026

Odds of US government shutdown rise after funding deal stalls in Senate

Remember the last time the government shut down? Me neither. It was 43 days starting on October 1st, 2025. Makes you wonder, what are we paying all these t...

January 23, 2026

Onramp Bitcoin Statutory Trust Shareholder Letter

The team at Onramp are top notch, and their shareholder letter this year makes a powerful real estate analogy around the distribution of old coins we have ...

January 23, 2026

Hard Negotiations with Allies

Michael McNair is quickly becoming a go-to for macro commentary for me. His assessment of the Trump strategy is intriguing. It’s not quite 4D chess, but pe...

January 16, 2026

War on the Cartels

McNair essentially predicted the Maduro kidnapping in an earlier piece. His assessment of the United States’ positioning on hemispheric defense / control i...

January 16, 2026

Frowny Cloud

Arthur Hayes is a gazillionaire from the crypto industry. While his takes on altcoins are largely awful, he understand the macro landscape better than all ...

January 16, 2026

Bitcoin To Hit $2.9M By 2050 As It Muscles Into Global Trade: VanEck

Wall Street is bullish bitcoin. The growing chorus of Patagonia vests calling for bitcoin to go to the moon seems to be largely ignored by the public. This...

January 9, 2026

The Venezuelan Drone Crisis

Last week was one of those weeks in history where decades happen. This article was written before Maduro’s capture, which makes it even more impressive of ...

January 9, 2026

Blackstone Craters After Trump Teases Institutional Ban On Single-Family Homes

The housing affordability crisis is a direct symptom of the money printer. Banning certain types of owners from the asset class is a bandaid over a bullet ...

January 9, 2026

A mysterious online gambler made $400,000 betting on the removal of Maduro

Prediction markets are an interesting new phenomenon and certainly have strong free market aspects. One interesting thing to consider is that for an outcom...

January 2, 2026

Taxation Is A Humiliation Ritual

Some people are surprised that there is fraud in the system. I encourage those folks to explore the concept of moral hazard. Economist Milton Friedman famo...

January 2, 2026

Bitcoin Limps Into New Year at $87,000, Down 30% From All-Time Highs

It has now been 87 days since bitcoin hit its most recent all-time-high of just over $126k. Based on sentiment in the space, you would guess that the most ...

December 26, 2025

Letter #1: Notes From The Inside

If you have been reading my content for a few weeks now, you are already aware of Keonne Rodriguez, a 37-year-old American software developer from Florida,...

December 26, 2025

Gross Domestic Product, 3rd Quarter 2025 (Initial Estimate) and Corporate Profits (Preliminary)

“Real gross domestic product (GDP) increased at an annual rate of 4.3 percent in the third quarter of 2025 (July, August, and September), according to the ...

December 26, 2025

Gold, silver and platinum sparkle at all-time peaks

A single ounce of gold surpassed $4,500 dollars this week. In 1971, under President Nixon, the U.S. “temporarily” suspended the gold standard. At the time,...

December 19, 2025

JPMorgan Launches Its First Tokenized Money Market Fund On Ethereum

Wall Street continues to miss the mark. Bitcoin is money without a centralized issuer or trusted third party. This is the only innovation of blockchain. “C...

December 19, 2025

China BTC miners shut down roughly 1.3 GW in Xinjiang amid CCP scrutiny

China banned bitcoin (mining) for the nth time this week. Here’s just a handful of the previous times they’ve done so: 2009, 2013, 2014, 2017, twice in 202...

December 19, 2025

Bitcoin Miner Hut 8 Secures Google-Backed Deal to Build Up to 2.3 GW of AI Capacity

This is an interesting trend that I believe will age poorly. Some bitcoin mining businesses are pivoting their business model to suit the rampant growth an...

December 12, 2025

Twenty One Capital Goes Live on the NYSE – Now What?

The concept of bitcoin treasury companies, more aptly called leveraged bitcoin equities, is bitcoin + leverage = amplified bitcoin performance. Amplified i...

December 12, 2025

The Fed is the most divided it’s been in more than six years

The Fed cut rates 25 basis points on Wednesday, which was expected, then not expected, then uncertain, then for sure expected by prediction markets over th...

December 12, 2025

Meet Bill and Keonne: Real People, Real Lives

This one is not an article, but a call to action. If you believe in freedom of speech, please consider signing the petition to pardon Bill and Keonne, inno...