▸ SUNDAY INVESTIGATION · JUL 19
THE ETHICS-CHAMPION UNDER THE ETHICS MICROSCOPE — WARREN + SCHIFF, SAME TRAP, OPPOSITE POLES.
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CPI COOLS. BITCOIN HOLDS $65K. THE FLOWS DON’T FOLLOW.
Fundamentalist
via coindesk · cryptonews · bitcoin magazine · june cpi -0.4% biggest since apr 2020
· Thu Jul 16 · 2:00 PM ET
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NOT YOUR KEYS, NOT YOUR COINS — ALSO NOT YOUR KIDS’ COINS IF YOU DIDN’T PLAN THE HANDOFF.
Maximalist
via cryptoslate · casa · unchained · gannett trust report
· Wed Jul 15
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SENATE UNANIMOUSLY VOTES SBF NEVER GETS A PARDON — THE COUNTER-VOICE LOSES ITS FAVORITE PROP.
Counter-Voice
via bitcoin magazine · decrypt · senate unanimous
· Thu Jul 16 · 9:48 AM ET
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US TREASURY SANCTIONS FOUR IRAN CENTRAL BANK WALLETS — TETHER EXECUTES THE $131M FREEZE.
Fundamentalist
via coindesk · @scottbessent · @tether_to executes freeze
· Thu Jul 16 · 6:07 AM ET
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SAYLOR ANSWERS THE ADVICE — “STRATEGY.” THE COMPANY NAME IS THE ONLY ANSWER.
Capitalist
via @saylor x post · 257K views · 4.2K likes
· Thu Jul 16 · 5:48 AM ET
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POLYMARKET’S TRUTH-MACHINE WAS PAID FOR — STANFORD FINDS $8.2M IN THE LAST 10 SECONDS.
Counter-Voice
via bitcoin.com news · Stanford + SMU · David Dai + Ruizhe Jia · 821 traders
· Thu Jul 16 · 4:30 AM ET
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GLASSNODE FLAGS THE FLOOR — $107K BUYERS DIDN’T RUN, EARLY BEAR-BOTTOM SIGNALS EMERGING.
Fundamentalist
via cointelegraph · glassnode on-chain data
· Thu Jul 16 · 4:11 AM ET
• NEW
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SAYLOR BUILT THE YARDSTICK. BANKS LAGGED.
Capitalist
via Yahoo Finance · @saylor · JPMorgan / Goldman ranked
· Wed Jul 15 · 4:15 PM ET
• NEW
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SCHIFF DOUBLES DOWN AT $65K — AT SOME POINT YOU RUN OUT OF FRESH WAYS TO BE WRONG.
Counter-Voice
via Yahoo Finance · @PeterSchiff · 70% crash call
· Wed Jul 15 · 5:00 PM ET
• NEW
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BESSENT FREEZES $131M IN IRAN-LINKED CRYPTO WALLETS — TREASURY USES CRYPTO SURVEILLANCE TO ENFORCE SANCTIONS.
Fundamentalist
via Yahoo Finance · The Block · TheStreet · @scottbessent
· Wed Jul 15 · 3:15 PM ET
• NEW
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BITCOIN WAY WALKS THE FORK — KYLE VS BERT ON THE 7 RESTRICTIONS, VERIFY DON'T TRUST.
Technologist
via @Thebitcoinway_ podcast · kyle & bert · 1h 9m
· Wed Jul 15 · 12:55 PM ET
• NEW
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TRUMP MEETS SENATORS TOMORROW ON CLARITY ETHICS — THE FIGHT WARREN WANTS STAYS THE FIGHT WARREN LOSES.
Fundamentalist
via @WatcherGuru · 215K views · 4h
· Wed Jul 15 · 10:18 AM ET
• NEW
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SAYLOR ENTERS THE FORK FIGHT — "BIP-110: BITCOIN IATROGENIC PROPOSAL." THE CAPITALIST TIER SIDES WITH THE PROTOCOL.
Capitalist
thestreet · @saylor x post · 3.2K+ likes
· Wed Jul 15 · 7:20 AM ET
• NEW
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CPI COOLS, CUTS RETURN TO THE TABLE — BITCOIN CLEARS $65K AS THE FED STORY BREAKS.
Fundamentalist
bitcoin magazine · micah zimmerman
· Tue Jul 14 · 9:21 AM ET
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BITCOIN IN SELF-CUSTODY IS PEACE OF MIND — YAZBECK MARKS THE MOMENT OPERATORS STOP REACTING TO THE TAPE.
Maximalist
@v4btc · the bitcoin way
· Mon Jul 14 · 5:04 PM ET
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TRUMP GOLD COIN LAUNCHES — 24-CARAT TRUMP-FACED COIN FROM THE US TREASURY.
Fundamentalist
via TheStreet · US Treasury
· Wed Jul 15
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THEY TRIED TO FILTER THE CHAIN — SOFTFORK TO POLICE 'JUNK DATA' ALREADY FAILING. BIP-110 REJECTED BY MINERS, DEVS, USERS. THE PROTOCOL SURVIVES THE POLICE.
Technologist
bitcoin magazine · brandon black
· Mon Jul 14 · 12:47 PM ET
• NEW
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CLEANSPARK TRADES HASHRATE FOR GPUS — $6.6B DATA-CENTER LEASE, MINER PIVOTS TO COMPUTE.
Technologist
bitcoin magazine · cleanspark ir
· Mon Jul 14 · 8:40 AM ET
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STRATEGY USD RESERVE HITS $2.55B — DIVIDEND STACK COVERED, ZERO BTC BOUGHT LAST WEEK. PHONG LE: "WE FEEL VERY SECURE UNTIL BITCOIN REACHES $8-10K."
Capitalist
sec edgar 8-k · @saylor · coindesksec edgar 8-k · @saylor · coindesk
· Sun Jul 13 · 8:03 AM ET
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HORMUZ GUARDIAN TOLL — TRUMP ASSERTS NAVAL CONTROL, CRUDE BACK ABOVE $80.
Fundamentalist
wsj · @realdonaldtrump · brent crude
· Sat Jul 12 · 2:11 PM ET
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US AND UK COORDINATE THE STABLECOIN RAILS — TWO TREASURIES BUILDING WHAT BITCOIN ALREADY IS. THE HARDEST MONEY DIDN’T NEED THE TREATY.
Fundamentalist
via US Treasury / Transatlantic Taskforce · 10-point roadmap · stablecoins + tokenized assets · Tue Jul 14
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$150 BOX BEATS 908 EXAHASH — THE PROTOCOL DOESN’T CHECK YOUR BALANCE SHEET. SOLO BLOCKS UP 41% YoY WHILE INDUSTRIAL MINERS RENT HASHRATE TO AI.
Technologist
via bitcoinfoundation · Bitaxe 995.2 GH/s · block #957,382 · 3.1382 BTC · Public Pool zero fee · Fri Jul 10
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RHODL SPIKED TO 6.5 THEN COMPRESSED BELOW 6 — HOLDERS ROTATE SUPPLY WITHOUT THE CAPITULATION. 2022 CAME WITH FTX; THIS ONE COMES WITH $62K.
Fundamentalist
via CoinDesk · Glassnode RHODL · 5-month range · Tue Jul 14
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FOUR LEVERS ON THE TABLE — STRATEGY PULLED THE ONE THAT COSTS YOU. THE COINS DIDN’T MOVE. THE SHARE COUNT DID.
Capitalist
via SEC EDGAR 8-K · Jun 29 Digital Credit Framework · Jul 13 execution · STRC record date Wed Jul 15
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BOTH DEMOCRATS AND REPUBLICANS WANT TO GET THIS DONE — CLARITY ACT SET FOR AUGUST LAW. THE TREASURY CLASS WAS ALREADY THERE.
Fundamentalist
via @pete_rizzo_ · Sen. Cramer on Fox · SI Jul 12 validation · Mon Jul 13
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THE PANIC SELLERS RAN OUT OF BITCOIN — 2,000 A DAY IN JUNE, 53 A DAY IN JULY. THE WEAK HANDS ARE EMPTY.
Fundamentalist
via CoinDesk · on-chain flow data · Mon Jul 13
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BUFFETT SITS ON $397 BILLION CASH. SAYLOR HOLDS 843,775 BITCOIN. TWO PHILOSOPHIES OF CAPITAL. THE MATH WILL SETTLE IT.
Fundamentalist
via @WatcherGuru · Berkshire Hathaway Q2 filings · Fri Jul 10
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METAPLANET SECURITIES DAY 1 — JAPAN’S BITCOIN-NATIVE RETAIL RAIL GOES LIVE. GEROVICH: “THE FOUNDATION OF THE NEXT GENERATION OF FINANCIAL ECOSYSTEMS.” THE SAYLOR PLAYBOOK GROWS A DISTRIBUTION DIMENSION.
Capitalist
via @Metaplanet · @gerovich · Sun Jul 12
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US-IRAN WAR RESUMES — BRENT +4.5%. IRANIAN CIVILIANS MOVING BITCOIN OFF EXCHANGES AGAIN. CHAINALYSIS DOCUMENTED THE PATTERN.
Maximalist
via @WatcherGuru · Chainalysis · Elliptic · Sun Jul 12
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“WE’RE NOT INVOLVED IN BITCOIN” — SAYS THE MINER, SIGNING A 20-YEAR LEASE WITH AN AI LAB. THE HASHRATE HAS A BETTER OFFER.
Technologist
via CoinDesk · @TeraWulfInc · Anthropic Kentucky · Mon Jul 13
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THE BUYER OF LAST RESORT IS SUDDENLY VERY INTERESTED IN DOLLARS — @SAYLOR AMPLIFIES THE $3B USD RESERVE READ. DIVIDEND COVERAGE IS THE CAP-STRUCTURE POSTURE.
Capitalist
via @saylor RT of @Strategy · STRC dividend defense · Mon Jul 13
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THAILAND CRACKS THE PRIVATE WRAPPER, BUILDS THE STATE ONE — USDT INVESTIGATION + BAHT STABLECOIN SAME WEEK. THE CAGE EXPANDS. THE KEYS DO NOT.
Maximalist
via @coinbureau · Bank of Thailand · SEC · Sun Jul 12
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JAPAN’S WRAPPER CLASS BLEEDS ¥82 TRILLION IN 21 DAYS — METAPLANET × COINCHECK RETAIL RAIL OPENS TUESDAY. THE WRAPPER SHOWS FRAGILITY; THE TREASURY OPENS THE DOOR.
Fundamentalist
via Nikkei official · Metaplanet IR · Mon Jul 13
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ETF FLOWS TURNED THE WEEK STRATEGY BOUGHT NOTHING — $197M NET IN, FIRST WEEKLY INFLOW IN NINE WEEKS. THE FUND TIER READS: DEMAND ROTATES WHEN THE LARGEST CORPORATE HOLDER STANDS PAT.
Fundamentalist
via CoinDesk · Bitcoin ETF flow data · week ending Fri Jul 11
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STRATEGY LAUNCHES BITCOIN BANKING ADOPTION INDEX — 32% STILL EARLY, SAYS SAYLOR. THE TREASURY BUILDS THE MEASURING STICK IT WILL BE MEASURED AGAINST.
Capitalist
via @BitcoinMagazine · @saylor · Strategy IR · Mon Jul 13
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STRIVE OWNS 505K SHARES OF SAYLOR’S PREFERRED — THE COUPON STRATEGY JUST DILUTED $466M IN COMMON TO PAY. THE TREASURY CLASS FINANCES ITSELF.
Capitalist
via @ColeMacro · Strive 8-K · Bitcoin Magazine · Mon Jul 13
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FED CREDIBILITY IS A CIRCULAR REFERENCE — WILLIAMS TO WSJ: “MAKE BEST DECISIONS WITH THE DATA.” LEPARD: “YOU HAVE ALMOST ZERO CREDIBILITY.” THE FUND TIER LANDS THE VERDICT.
Fundamentalist
via @LawrenceLepard · WSJ · Mon Jul 13
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ARIZONA COULD HOLD ITS OWN KEYS — HB 2749 AUTHORIZED STATE DIRECT CUSTODY. THE DEPARTMENT PICKED A THIRD-PARTY CUSTODIAN INSTEAD. DOCTRINE ON PAPER; WRAPPER IN PRACTICE.
Maximalist
via @mempolitics X Article · HB 2749 primary source · Sun Jul 12
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THEY KILLED THE RULE AND ADDED AI. WHAT COULD POSSIBLY GO WRONG?
Fundamentalist
via WatcherGuru ÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂ÷ FINRA + Robinhood ÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂ÷ Fri Jul 10
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MSTR IS AMPLIFIED BITCOIN — 100% BTC RUNS 130% MSTR. YOU CAN’T BE LONG BTC AND SHORT THE TREASURY.
Capitalist
Framework via @chcbearsfan (CEBE Tracker) · math run by @AdamBLiv · Thu Jul 9
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MINERS QUIT THE PROTOCOL. WALL STREET DIDNÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂT NOTICE. THE NETWORK DIDNÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂT CARE.
Technologist
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ARIZONA HOLDS THE COINS — HOBBS SIGNS BITCOIN RESERVE, FIRST STATE TO REQUIRE NATIVE-FORM CUSTODY. NEW HAMPSHIRE HAD THE HEADLINE; ARIZONA HAS THE DOCTRINE.
Maximalist
via bitcoin magazine · the block · nasdaq · u.today · kgun9 · @trendingbitcoin · bitcoinreservemonitor.com · Sun Jul 12 2026
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RED CARPET FOR SPACEX — NASDAQ-100 FAST-TRACKS THE ENTRY, 18,712 BTC GOES INDEX-WRAPPED BY RULE.
Capitalist
via bitcoin magazine · cnbc · benzinga · nasdaq · Mon Jul 7
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POLYMARKET GOES LIGHTNING-NATIVE — $8B PREDICTION MARKET, 4M USERS, INSTANT BTC DEPOSITS ON THE BASE LAYER. THE OPERATOR-CLASS INFORMATION LAYER JUST ADOPTED THE HARDEST MONEY.
Technologist
via @pete_rizzo_ · @AdamSimecka · polymarket announcement · Tue Jul 7
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STRC GOES GLOBAL — BINANCE LISTS THE 12% PREFERRED SAME DAY AS THE RECORD BTC SALE. 300M NEW ADDRESSABLE HOLDERS FOR SAYLOR’S DIGITAL CREDIT. THE TREASURY JUST EXPANDED.
Capitalist
via crypto.news · tronweekly · binance stocks announcement jul 6 · strc annex · Mon Jul 6 / Tue Jul 7 confirm
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TRUMP AT THE OVAL OFFICE: “I’VE BECOME A BIG CRYPTO GUY.” BITCOIN FLOATED FOR FEDERAL CHILD-SAVINGS ACCOUNTS. STATE ADOPTION HITS THE POTUS PODIUM — AND THE CANTILLON ASTERISK ARRIVES SAME-DAY.
Fundamentalist
via bitcoin magazine · cnbc · cryptotimes · oge 2025 disclosure · trump oval office jul 6 · Mon Jul 6
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MARKET INOCULATED IN FOUR HOURS — STRC $87.79 → $90.60. BTC +5%. THE WYCKOFF SPRING CONFIRMED IN A SINGLE SESSION. THE FRAMEWORK MATURED IN REAL TIME.
Capitalist
via @AdamBLiv · @mikealfred · strategy.com strc · coindesk live markets · Mon Jul 6 (intraday)
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STRIVE ADDS 17.76 BTC IN THE STRATEGY-SALE WINDOW — THE TREASURY GENERALIZES. COLE HOLDS THE MONDAY CADENCE WHILE SAYLOR HOLDS THE SELL BUTTON. TWO PLAYBOOKS, ONE FRAMEWORK.
Capitalist
via @StriveFunds · @ColeMacro · edgar 8-k asst · Mon Jul 6
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THE MAXIMALIST ANSWER TO TRUMP ACCOUNTS — SELF-CUSTODY IS THE REPUBLIC'S ONLY UNSEIZABLE SAVINGS ACCOUNT. THE CANADIAN OPERATOR CLASS ANSWERED THE CONVOY QUESTION IN 2022. THE AMERICAN OPERATOR CLASS ANSWERS THE TRUMP ACCOUNT QUESTION IN 2026.
Maximalist
via @v4btc · @JeffBooth · @adam3us · @gregfoss82 · oge 2025 disclosure · slot 2 crossref · Mon Jul 6
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SAYLOR AUTHORIZES SELLING BITCOIN — $1.25B MONETIZATION PROGRAM, STRC DIVIDEND UNCHAINED FROM PAR, ZERO COINS BOUGHT THIS WEEK. THE FORCED-SELLER JIBE IS NOW OFFICIAL POLICY — ON HIS TERMS.
Capitalist
via sec edgar 8-k · @saylor · @Strategy · coindesk · jpmorgan (panigirtzoglou) · Mon Jun 29 (refreshed Jul 4)
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CAN THIS BE REAL? — TRUMP DISCLOSES $50M+ BITCOIN IN COLD STORAGE. THE POTUS WHO SAID HE WAS DEBANKED HOLDS KEYS.
Maximalist
via oge 2025 disclosure · bitcoin magazine · cnbc · cnn · decrypt · Tue Jun 30
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TRUMP AT JOINT BASE ANDREWS: “BITCOIN SHOULDN’T BE TAXED LIKE STOCKS.” THE PRESIDENT WHO PERSONALLY DISCLOSES $50M+ IN COLD STORAGE ADVOCATES FOR THE HARDEST-MONEY TAX CARVE-OUT. THE CANTILLON EFFECT DOES NOT PRINT ITS OWN NAME.
Maximalist
via beincrypto · @realDonaldTrump · oge 2025 disclosure · @LynAldenContact · Thu Jul 2
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JULY 1 IN MELBOURNE: EVERY BITCOIN TRANSFER GETS KYC'D. AUSTRAC TRAVEL RULE LIVE. THE CAGE EXPANDS; THE KEYS DO NOT.
Maximalist
via austrac.gov.au · notabene · bitcoin adviser · transak · fintech singapore · Wed Jul 1 (live)
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ALDEN NAMES THE REGIME — “THE WILD WEST”: FISCAL DOMINANCE, AI-DRIVEN INFO DISORDER, THE 21M CAP IS THE ANCHOR. ORANGE JUICE STACKS THE SAYLOR PLAYBOOK DOWN INTO SMALL-CAP AMERICA.
Fundamentalist
via lynalden.com · @LynAldenContact · ego death capital · orange juice · Thu Jun 4
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METAPLANET BUYS THE BROKER — “PROJECT NOVA” LIGHTS UP TOKYO RETAIL. BTC-LINKED BONDS FOR 250,000 JAPANESE INVESTORS. STRATEGY’S DEFENSE; METAPLANET’S OFFENSE.
Capitalist
via bitcoin magazine · metaplanet ir · siiibo securities · @Metaplanet_JP · @gerovich · Fri Jun 12 (closes Mon Jul 13)
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BIS ADMITS THE CAGE LEAKS — STABLECOINS FAIL THE “MONEY” TEST, “DIGITAL BEARER-LIKE” TOKENS DEFEAT CAPITAL CONTROLS. THE CENTRAL BANKERS’ CENTRAL BANK JUST WROTE THE MAXIMALIST THESIS IN ITS OWN ANNUAL REPORT.
Maximalist
via coindesk · bis annual report 2026 · @BIS_org · Mon Jun 29
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RICKARDS CALLED IT IN 2024 — “MONEYGPT” MAPPED AI AS THE NEXT BANK-RUN VECTOR. KIYOSAKI’S “MARK MY WORDS” IS THE POPULARIZATION. SELLING BEGETS SELLING; THE HARDEST MONEY DOESN’T HAVE AN ALGORITHM.
Fundamentalist
via jim rickards · moneygpt (penguin random house, nov 2024) · @theRealKiyosaki · @TheBTCHistorian · Fri Jun 26
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SPACEX FAST-TRACKS NDX — $2T IPO, $8-12B FORCED PASSIVE INTO QQQ JULY 6. 18,712 BTC ON THE BALANCE SHEET (~0.07%). THE TREASURY CLASS BIFURCATES: STRATEGY STRESS-TESTED ON HIGH CONVICTION, MUSK INSTITUTIONALIZED ON LOW ALLOCATION.
Capitalist
via yahoo finance · coindesk · nasdaq · spacex s-1 · bitcointreasuries.net · trefis · rimes · seeking alpha · Fri Jun 26
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HORMUZ — IRAN HITS US BASES IN KUWAIT + BAHRAIN. CEASEFIRE DEAD. TRUMP: “COMPLETE THE JOB.”
Fundamentalist
via pbs/ap · times of israel · al jazeera · fox news live · rfe/rl · bahrain mfa · centcom · truth social · Sun Jun 28
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SAYLOR TEASES MORE BTC — MSTR AT 2-YEAR LOW, STRC 25% UNDER PAR, mNAV STILL UNDERWATER.
Capitalist
via coindesk · @saylor · strategytracker · cebetracker · Sun Jun 28
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BIP-110 SIGNAL COLLAPSES TO ZERO — AUG 7 DEADLINE 5 WEEKS OUT, ADAM BACK LEADS OPPOSITION.
Technologist
via news.bitcoin.com · bip110.org · cryptobriefing · @adam3us · @lopp · Sun Jun 28
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TRUMP DECLARES IMMEDIATE 100% TARIFF ON ANY COUNTRY WITH A DIGITAL SERVICES TAX — “SUPERSEDES ANY OTHER DEAL.” TRADE-WAR INFLATION IMPULSE STACKS ON 4% PCE.
Fundamentalist
via cnbc · bloomberg · cbs · al jazeera · the hill · Fri Jun 26
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SIXTEEN YEARS AGO TODAY — SATOSHI ANSWERED QUANTUM ON A FORUM. THE PROTOCOL HAS BEEN WAITING FOR THE BREAKTHROUGH THAT DOESN’T BREAK IT.
Technologist
via bitcointalk.org · @DocumentingBTC · satoshi nakamoto · @adam3us · Sat Jun 27
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GRANTHAM ON SQUAWK BOX — “BITCOIN WILL DWINDLE AWAY WITH A WHIMPER. ALL IT DOES IS ALLOW FRAUDSTERS TO MOVE MONEY AROUND.” KERNEN PUSHED BACK ON THE FRAMING IN REAL TIME. THE COUNTER-VOICE COULDN’T HOLD THE 9 AM CHAIR.
Capitalist
via cnbc squawk box · joe kernen · jeremy grantham (gmo) · @TheBTCTherapist · Fri Jun 26
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$1.5 BILLION REKT, 218,000 TRADERS FLUSHED — 86% LONGS GONE, BTC HITS YEAR LOW $58,121. SAYLOR DOESN’T GET MARGIN-CALLED. SPOT DOESN’T GET LIQUIDATED. THE FORTRESS HELD.
Capitalist
via coinglass · fmp api · mempolitics bears/lehman connect · Thu Jun 25
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TRUMP CALLS “NATIONAL EMERGENCY” ON SAVE ACT — BLOCKS HOUSING (CBDC BAN), BLOCKS ALL BILLS, FORCES FILIBUSTER FIGHT IN SENATE. THE 10-DAY CLOCK STILL CLOSES THE FED CBDC GATE.
Maximalist
via coindesk · time · npr · pbs · the hill · axios · truth social · Thu Jun 25
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PROTOCOL CAPTURE NAMED — PARADIGM FUNDS THE CORE DEVS. OPTECH AND BRINK SHARE THE CHECKBOOK. MIT HOSTS THE PIPELINE. THEY COULDN’T BAN BITCOIN, SO THEY BOUGHT THE PEOPLE WHO BUILD IT. BIP-110 SHIPS AUG 5.
Technologist
via simply bitcoin · hodlnaut/citadel 21 · @adam3us · luke dashjr · peter todd · dr. jack kruse btc prague · Thu Jun 25
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PREFERRED BREAKS PAR — STRC SINKS TO $73.62 (RECORD LOW, 26% UNDER) AS SAYLOR PREACHES DISCIPLINE INTO THE FLUSH. THE CAPITALIST READS THE PREFERRED, NOT THE HEADLINE.
Capitalist
via thestreet · @saylor · @nic__carter · cebetracker.io · Fri Jun 26
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CORE PCE 3.4%, HEADLINE 4.1% — HOTTEST SINCE 2023. WARSH’S FED PRICES ZERO RATE CUTS IN 2026, FLAGS POSSIBLE HIKES. THE DEBASEMENT TRAP CLOSES. THE HARDEST MONEY ANSWERS NEITHER PRINT NOR HIKE.
Fundamentalist
via tradingkey · beincrypto · fortune · @LawrenceLepard · @LynAldenContact · Thu Jun 26
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STRC $71 INTRADAY (RECORD LOW) — SAYLOR BREAKS SILENCE: “VOLATILITY TESTS EVERY CAPITAL STRUCTURE.” CARTER CALLS THE STRUCTURE “UNSUSTAINABLE,” 8TH HIKE LIKELY.
Capitalist
via decrypt · @saylor · nic carter · cebetracker.io · Fri Jun 26
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DIGITAL CREDIT GOES MULTI-ISSUER — COLE ON BLOOMBERG TV: “WE’RE GOING TO LIKELY SEE SEVERAL NEW ISSUERS OF DIGITAL CREDIT INSTRUMENTS.” THE TREASURY CLASS COMPOUNDS BEYOND STRATEGY.
Capitalist
via bloomberg tv · @ColeMacro · scarlet fu · tim stenovec · Wed Jun 24
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PROTOCOL DEFENDED — BACK WARNS BIP-110 WILL SELF-FORK BY AUG 7. NODE SUPPORT <5%, MINER SUPPORT 0%. THE PROTOCOL HOLDS WHEN NO ONE SIGNALS.
Technologist
via @adam3us · cryptobriefing · bitmex research · bip110monitor · Wed Jun 24
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STRATEGY’S OWN PLAYBOOK NAMED THIS WEEK — AUG 2025 SEC FILING WROTE THE SUB-1X ESCAPE HATCH ON THE SAME PAGE AS THE TRAP.
Capitalist
via @shanaka86 · sec edgar · strategy 8-k aug 2025 · Wed Jun 24
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BLACKROCK BLESSES THE TRADE — ONE TO TWO PERCENT BITCOIN, EVERY INSTITUTIONAL PORTFOLIO. SPOT EXPOSURE, FORMAL ALLOCATION. THE HARDEST MONEY INVITED IN.
Capitalist
via blackrock · polymarket · investing.com · beincrypto · Wed Jun 24
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THREE TREASURYS, ONE COMPRESSION — STRATEGY (CEBE STRESS), SPACEX (-31%, MUSK LOSES TRILLION TITLE), BTC MINERS ($70B AI HOSTING BILL DUE). THE HARDEST MONEY IN SELF-CUSTODY IS THE ONLY POSITION THAT HOLDS.
Maximalist
via @v4btc · btc prague · bloomberg · coinshares q1 mining · coindesk · Wed Jun 24
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INDEX SPITS OUT THE TREASURY — METAPLANET BOOTED FROM S&P JAPAN MID CAP 100, DOWN 44% YTD, NOW PAYS HOLDERS IN THE ASSET IT COULDN’T WRAP.
Maximalist
via coingape · tradersunion · 99bitcoins · s&p dow jones · Tue Jun 23
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BRUSSELS BUILDS WHAT WASHINGTON BANNED — EU CLEARS THE PROGRAMMABLE EURO, THE HARDEST MONEY STILL ANSWERS TO NO COMMITTEE.
Fundamentalist
via coindesk · ecb · european parliament · Tue Jun 23
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THE INDEX, NOT THE BITCOIN — KRUEGER: MSTR PRESSURE IS HOLDER SELLING UNDER INDEX MECHANICS, NOT STRATEGY FORCED TO SELL BTC.
Capitalist
via x · @dotkrueger · tradersunion · Tue Jun 23
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THE IMPOSSIBLE TRINITY GETS A FOURTH ARROW — BESSENT ADDS 3% GDP WITHOUT INFLATION TO THE LIST. LEPARD KEEPS ROASTING.
Fundamentalist
via @SecScottBessent · @zerohedge · @LawrenceLepard · econclubny · Wed Jun 24
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STATUS UPDATE: HOUSE PASSED 358-32, SENATE 85-5 — TRUMP CANCELLED THE SIGNING TO LEVERAGE VOTER-ID DEMAND. BAN BECOMES LAW VIA 10-DAY CLOCK ANYWAY. SEE BANNER SLOT 2 FOR UPDATED FRAMING.
Maximalist
via housingwire · cnbc · npr · hfsc · Tue Jun 23
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TRUMP SIGNS QUANTUM-READINESS EOs — THE PROTOCOL LAYER GETS FEDERAL ATTENTION.
Technologist
via white house · bitcoin mag · decrypt · Mon Jun 22
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STRATEGY ISN’T TERRA — BENCHMARK CALLS THE LUNA COMPARISON A STRETCH, AND THE CAP STRUCTURE AGREES.
Capitalist
via decrypt · benchmark · mark palmer · Mon Jun 22
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ADVISORS QUEUE THE TRADE — EDELMAN: INSTITUTIONS LINE UP FIRST-TIME BITCOIN ALLOCATIONS WHILE THE ETFS BLEED.
Capitalist
via coindesk · public keys · jennifer sanasie · Mon Jun 22
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$300M INTO USD, $35M INTO BTC — STRATEGY PUTS STRC DIVIDEND COVER FIRST. 520 BTC ADDED.
Capitalist
via saylor · strategy press · sec edgar · Mon Jun 22
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GREENSPAN DEAD AT 100 — THE PUT OUTLIVES ITS AUTHOR, AND SO DOES THE CASE AGAINST IT.
Fundamentalist
via cnbc · nbc · cnn · npr · bloomberg · Mon Jun 22
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KOSPI -9.99% ÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂÃÂàSAMSUNG/SK HYNIX -12% EACH AS REGULATOR ADMITS LEVERAGED-ETF MISTAKE. BITCOIN INTRADAY $61,893; ~$714M IN 24H LIQUIDATIONS.
Macro
via cryptoslate · coindesk · tradingkey · korea herald · Tue Jun 23
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PRESIDENT BUYS THE PEG — PHONG LE TAKES $1M STRC, “WILL HOLD UNTIL PAR, LIKELY LONGER.”
Capitalist
via x · @phongle · Mon Jun 22
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“Bitcoin wrapped in legacy finance is not Bitcoin. It’s the same cage. Different branding.”
Maximalist
via btc prague · @v4btc · Sat Jun 20
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609 DEPEGS IN SIX MONTHS — FT LAW PROFESSOR ASKS THE QUESTION BITCOIN ALREADY ANSWERED.
Fundamentalist
via moody’s · ft · project syndicate · Sun Jun 21
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THE CAPITALIST TIER COORDINATES — 520 BTC (STRATEGY) + 759 BTC (STRIVE) = 1,279 IN ONE MONDAY.
Capitalist
via bitcoin magazine · strive 8-k · saylor x · Mon Jun 22
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WARSH KILLS FORWARD GUIDANCE — FIVE TASK FORCES, NO DOT, NO GUIDANCE.
Fundamentalist
via cnbc · fed minutes · Wed Jun 17
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DIGITAL CREDIT’S DARKEST DAY — SAYLOR HOLDS THE LINE.
Capitalist
via coindesk · strive · x · saylor · Sat Jun 20
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ILLINOIS PRIVILEGE TAX — TFTC / BENT SOUND THE ALARM, NIEMEYER (IL BITCOIN COUNCIL) SHARPENS THE MECHANISM.
Maximalist
via bitcoin magazine · tftc · gordon law · Fri Jun 19
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FEATURE, NOT FLAW — BACK ENDORSES STRC PLAYBOOK ON BLOOMBERG.
Technologist
via bloomberg · adam back · crypto.news · Sun Jun 21