THE FUNDAMENTALIST.

Macro research and monetary history. Cycles-literate, gold-Bitcoin parallel, monetary history fluent. Alden, Lepard, Gromen — the operators who hold the long-cycle thesis.

• BESSENT FREEZES $131M IN IRAN-LINKED CRYPTO WALLETS — TREASURY USES CRYPTO SURVEILLANCE TO ENFORCE SANCTIONS.
  Fundamentalist · Wed Jul 15 · 3:15 PM ET
• TRUMP MEETS SENATORS TOMORROW ON CLARITY ETHICS — THE FIGHT WARREN WANTS STAYS THE FIGHT WARREN LOSES.
  Fundamentalist · Wed Jul 15 · 10:18 AM ET
• CPI COOLS, CUTS RETURN TO THE TABLE — BITCOIN CLEARS $65K AS THE FED STORY BREAKS.
  Fundamentalist · Tue Jul 14 · 9:21 AM ET
• TRUMP GOLD COIN LAUNCHES — 24-CARAT TRUMP-FACED COIN FROM THE US TREASURY.
  Fundamentalist · Wed Jul 15
• HORMUZ GUARDIAN TOLL — TRUMP ASSERTS NAVAL CONTROL, CRUDE BACK ABOVE $80.
  Fundamentalist · Sat Jul 12 · 2:11 PM ET
• US AND UK COORDINATE THE STABLECOIN RAILS — TWO TREASURIES BUILDING WHAT BITCOIN ALREADY IS. THE HARDEST MONEY DIDN’T NEED THE TREATY.
  Fundamentalist · Tue Jul 14
• 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 · Tue Jul 14
• BOTH DEMOCRATS AND REPUBLICANS WANT TO GET THIS DONE — CLARITY ACT SET FOR AUGUST LAW. THE TREASURY CLASS WAS ALREADY THERE.
  Fundamentalist · Mon Jul 13
• THE PANIC SELLERS RAN OUT OF BITCOIN — 2,000 A DAY IN JUNE, 53 A DAY IN JULY. THE WEAK HANDS ARE EMPTY.
  Fundamentalist · Mon Jul 13
• BUFFETT SITS ON $397 BILLION CASH. SAYLOR HOLDS 843,775 BITCOIN. TWO PHILOSOPHIES OF CAPITAL. THE MATH WILL SETTLE IT.
  Fundamentalist · Fri Jul 10
• 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 · Mon Jul 13
• 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 ·
• 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 · Mon Jul 13
• THEY KILLED THE RULE AND ADDED AI. WHAT COULD POSSIBLY GO WRONG?
  Fundamentalist ·
• 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 · Mon Jul 6
• 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 · Thu Jun 4
• 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 · Fri Jun 26
• HORMUZ — IRAN HITS US BASES IN KUWAIT + BAHRAIN. CEASEFIRE DEAD. TRUMP: “COMPLETE THE JOB.”
  Fundamentalist · Sun Jun 28
• 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 · Fri Jun 26
• 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 · Thu Jun 26
• BRUSSELS BUILDS WHAT WASHINGTON BANNED — EU CLEARS THE PROGRAMMABLE EURO, THE HARDEST MONEY STILL ANSWERS TO NO COMMITTEE.
  Fundamentalist · Tue Jun 23
• THE IMPOSSIBLE TRINITY GETS A FOURTH ARROW — BESSENT ADDS 3% GDP WITHOUT INFLATION TO THE LIST. LEPARD KEEPS ROASTING.
  Fundamentalist · Wed Jun 24
• GREENSPAN DEAD AT 100 — THE PUT OUTLIVES ITS AUTHOR, AND SO DOES THE CASE AGAINST IT.
  Fundamentalist · Mon Jun 22
• KOSPI -9.99% — SAMSUNG/SK HYNIX -12% EACH AS REGULATOR ADMITS LEVERAGED-ETF MISTAKE. BITCOIN INTRADAY $61,893; ~$714M IN 24H LIQUIDATIONS.
  Macro · Tue Jun 23
• 609 DEPEGS IN SIX MONTHS — FT LAW PROFESSOR ASKS THE QUESTION BITCOIN ALREADY ANSWERED.
  Fundamentalist · Sun Jun 21
• WARSH KILLS FORWARD GUIDANCE — FIVE TASK FORCES, NO DOT, NO GUIDANCE.
  Fundamentalist · Wed Jun 17