MEMPOL!TICS

▸ THE BOARD5 items

• ‘YOU DON’T ACTUALLY OWN THE MUSIC’ — RICK BEATO EXPLAINED BITCOIN TO 5.8 MILLION PEOPLE AND NEVER SAID THE WORD
  Maximalist RICK BEATO · YOUTUBE · FRI SEP 4 · 6:34 PM ET · 9 MIN · TRANSCRIPT ON FILE • NEW
• THE EXCHANGE DIED. THE COINS DIDN’T — 61 BITCOIN COME HOME AFTER 14 YEARS — 5,500 MORE SIT IN A WALLET WAITING FOR OWNERS WHO CAN PROVE IT
  Maximalist CEL SOLICITORS + COINDESK · SAT SEP 5 · 10:45 AM ET • NEW
• UPDATED: AMC’S CEO FINDS OUT ROBINHOOD SOLD A TOKEN WITH HIS COMPANY’S NAME ON IT — ‘WE HAVE NO CONNECTION TO THIS AT ALL’
  Capitalist COINDESK + @CEOADAM · THU SEP 3 · UPDATED SAT SEP 5, 10:45 AM ET • NEW
• S&P HANDS OUT THREE SEATS — STRATEGY’S 845,050 BTC STILL DON’T COUNT AS EARNINGS
  Capitalist S&P DJI + SEC 10-Q · FRI SEP 4 · 8:05 PM ET • NEW
• BITCOIN NEVER REJECTED CUBA — A U.S. COMPANY DID — GEYSER BLOCKS CUBA BITCOIN’S FUNDRAISER ON A ‘WALLET SANCTION CHECK’ THE FOUNDERS SAY MAKES NO SENSE
  Maximalist CUBA BITCOIN (X) + BITCOIN.COM · FRI SEP 4 · 6:15 PM ET • NEW

▸ EARLIER COVERAGE · ARCHIVE566 items

• PWC: $31.6 TRILLION OF AI DATACENTERS BY 2050 — POWER, NOT MONEY, DECIDES WHERE IT LANDS — BITCOIN MINERS ALREADY OWN THE PLUGS
  Technologist PWC (SEPT 2 REPORT) + TFTC · FRI SEP 4 · 5:15 PM ET • NEW
• COINBASE ASKS THE SEC FOR WHAT ROBINHOOD JUST TOOK — FORM 1-N FILED FOR ROUND-THE-CLOCK STOCK BETS — THE SYNTHETIC-SHARES FIGHT GETS A LEGAL LANE
  Capitalist SHIRZAD (X) + THE BLOCK · FRI SEP 4 · 5:10 PM ET • NEW
• UPDATED: JOBS PRINT RUNS FIVE TIMES HOTTER THAN THE TREND — LAST MONTH’S ‘COLLAPSE’ GOT REVISED AWAY — RATE-HIKE BETS FIRM, BITCOIN SLIPS UNDER $80K
  Fundamentalist BLS EMPLOYMENT SITUATION · FRI SEP 4 · 9:45 AM ET • NEW
• THE WHOLE SELF-CUSTODY STACK PATCHED IN ONE WEEK — PASSPORT FIXES MULTISIG BUGS THAT COULD FAKE ‘CHANGE’ — FOURTH VENDOR IN FIVE DAYS, SAME LESSON: RUN CURRENT
  Technologist FOUNDATION BLOG + THE WEEK’S LEDGER · FRI SEP 4 · 2:30 PM ET • NEW
• CORNELL SCORES THE $300 BITCOIN TAX BREAK AS A MONEYMAKER — $859 MILLION MORE OVER TEN YEARS — THE COFFEE TAX WAS ONLY EVER COLLECTING PAPERWORK
  Capitalist CORNELL TPI + CRYPTOBRIEFING · FRI SEP 4 · 1:45 PM ET • NEW
• COLDCARD MAKES THE DICE ROLLS CHECKABLE — ‘TREAT EVERY RELEASE AS CRITICAL’ — AND THE OLD SEEDS STILL HAVE TO GO
  Technologist COINKITE BLOG · FRI SEP 4 · 1:20 PM ET • NEW
• DUTCH GOVERNMENT’S OWN COUNCIL: ‘THE WORLD AS WE KNEW IT NO LONGER EXISTS’ — RABOBANK: CENTRAL BANKS ARE ‘SECONDARY’ — A MANAGED EURO IS FORMALLY ON THE TABLE
  Fundamentalist RABOBANK + WRR · FRI SEP 4 · 1:15 PM ET • NEW
• THE SHERIFFS STAND DOWN ON THE CLARITY ACT — ‘OPPOSED’ BECOMES ‘NEUTRAL’ AHEAD OF THE SENATE VOTE — THE LOUDEST BADGE IN THE ROOM JUST LEFT
  Capitalist NSA LETTER + COINDESK · FRI SEP 4 · 11:50 AM ET • NEW
• A PING COULD CRASH YOUR LIGHTNING NODE — PATCHED, DISCLOSED, HANDLED — BUT DOCKER USERS GOT THE LABEL WITHOUT THE MEDICINE
  Technologist BITCOIN OPTECH #421 · FRI SEP 4 · 11:45 AM ET • NEW
• TREZOR LEAK GROWS BY 67,000 BUYERS — HOME ADDRESSES, FROM RECORDS A VENDOR SWORE IN WRITING WERE DELETED — THE KEYS HELD, THE PAPERWORK DIDN’T
  Technologist TREZOR SECURITY ALERT · FRI SEP 4 · 10:15 AM ET • NEW
• IMF RULES EL SALVADOR’S NEW COINS WERE ALL ‘DONATIONS’ — THE STACK GREW TO 7,764 BTC ANYWAY — EVERYONE KEEPS THEIR STORY, BUKELE KEEPS THE COINS
  Maximalist IMF + COINDESK · FRI SEP 4 · 10:10 AM ET • NEW
• WALL STREET BUYS $731 MILLION OF BITCOIN IN ONE DAY — BIGGEST HAUL SINCE JANUARY — THEN THE JOBS PRINT TESTED ITS NERVE
  Capitalist COINDESK + SOSOVALUE · FRI SEP 4 · 10:05 AM ET • NEW
• UPDATED: ONE BITCOIN NOW BUYS 18 OUNCES OF GOLD — BOTH ARE RALLYING, ONE IS WINNING — BESSENT: ‘THE WORLD IS AWASH IN DEBT’
  Fundamentalist COINDESK + TRADINGVIEW · FRI SEP 4 · 1:29 AM ET • NEW
• WALL STREET OWNS ALMOST NO BITCOIN — RIVER’S MATH SAYS THE GAP IS WORTH $250K TO $840K A COIN — THE SELLER DID THE ARITHMETIC
  Capitalist BITCOIN.COM + RIVER RESEARCH · THU SEP 3 · 11:55 PM ET • NEW
• UPDATED: YEN RESCUE ROUND TWO — SUSPECTED BOJ BUYING DRAGS THE DOLLAR TO 99 — BITCOIN TAKES THE OTHER SIDE AT $81,000
  Fundamentalist COINTELEGRAPH + COINDESK · UPDATED FRI SEP 4 · 12:37 AM ET • NEW
• EVERY ETF COMMENT LETTER MATCHES THE WRITER’S OWN BOOK — GRAYSCALE WANTS SECRECY, SCHWAB WANTS TIME, JANE STREET WANTS IT SLOW
  Capitalist BITCOIN.COM + SEC FILE S7-2026-24 · THU SEP 3 · 7:02 PM ET • NEW
• THE DUTCH PULLED 86 TONNES OF GOLD OUT OF AMERICA — ONLY 27 TONNES ACTUALLY MOVED — THEY SOLD THE OTHER 59 IN NEW YORK AND BOUGHT IT BACK IN LONDON
  Fundamentalist EURONEWS · Wed Sep 2 · + TFTC, DUTCHNEWS.NL and 24/7 WALL ST · Thu Sep 3 · outlets differ on the vault percentages; we print the set that sums to 100% • NEW
• FOUR NUMBERS FOR ONE MONTH OF PRICES — 3.7%, 3.3%, 2.3%, AND 54% — ON SEPTEMBER 30 THE GOVERNMENT REBUILDS THE INDEX AND 0.3 GOES AWAY
  Fundamentalist BEA JUL 2026 PCE, AUG 26 (PRIMARY) · + DALLAS FED TRIMMED MEAN (PRIMARY), BLOOMBERG ECONOMICS VIA @KOBEISSILETTER • NEW
• SPOT BITCOIN ETFs TOOK IN $101.1M ON SEPTEMBER 2 — BLACKROCK'S IBIT PUT IN $115.4M OF IT — EVERY OTHER FUND TOGETHER WAS NEGATIVE
  Capitalist FARSIDE INVESTORS · flows for Sep 1 and Sep 2 · + DECRYPT · Thu Sep 3 · 18:15 UTC • NEW
• STRIVE'S CEO SAYS SECOND PLACE BY NEW YEAR IS POSSIBLE — TWENTY ONE HOLDS 88% MORE COINS — AND PUTS 31% LESS BITCOIN BEHIND EACH SHARE
  Capitalist THE BLOCK · Wed Sep 3 · 12:27 PM ET · + CEBE TRACKER (cebetracker.io) · per-share figures are as of Aug 28 for Strive and Jun 30 for Twenty One • NEW
• NOBODY AGREES HOW MUCH BITCOIN A QUANTUM COMPUTER COULD REACH — THE PUBLISHED ESTIMATES RUN FROM 25% TO OVER 34% — A NEW DRAFT SAYS THE GAP IS ABOUT DEFINITIONS, NOT MATH
  Technologist DELVING BITCOIN (PRIMARY) · Thu Sep 3 · pre-BIP draft by duncan0k · no BIP number assigned • NEW
• CME SAYS THE PERPETUAL FUTURE IS THE WRONG KIND OF CONTRACT — THE CFTC SAYS CME'S OWN VOLUMES WENT UP — “THIS LAWSUIT IS MUCH ADO ABOUT NOTHING”
  Capitalist THE BLOCK · Tue Sep 2 · + DECRYPT · Wed Sep 3 · 17:31 UTC · + COINDESK · + AMERICAN BANKER • NEW
• UPDATED: GLASSNODE SAID THE COINS WERE MOVING INTO CUSTODY — 50,500 OF THEM SINCE JUNE — TODAY THE PRICE IS UP 5% AND RUNNING AT THE LEVEL THAT STOPPED IT IN AUGUST
  Maximalist GLASSNODE — THE WEEK ONCHAIN, WEEK 34 (PRIMARY) · published Wed Aug 26 · + BITCOIN.COM · Thu Sep 3 · UPDATED 1:55 PM ET: + COINGLASS via BITCOIN.COM · + DECRYPT · + CME FEDWATCH • NEW
• THE COLDCARD THIEF SAT ON 1,789 COINS FOR FIVE WEEKS AND FINALLY TRIED TO MOVE SOME — THE SWAPS KEPT BOUNCING BACK — GALAXY: “THEY KEEP GETTING REFUNDED AND HE KEEPS RETRYING”
  Maximalist TFTC · THU SEP 3 · 6:06 AM ET · + COINTELEGRAPH (FIRST REPORT), GALAXY RESEARCH • NEW
• THE YEN IS UP 2.5% IN TWO DAYS AND IT IS HELPING BITCOIN TODAY — THE LAST TIME IT MOVED LIKE THIS, BITCOIN FELL ABOUT 20% IN DAYS — JAPAN DECIDES SEPTEMBER 18
  Fundamentalist COINDESK · THU SEP 3 · 7:19 AM ET · + BANK OF JAPAN MEETING SCHEDULE (PRIMARY) • NEW
• THE GOLDEN CROSS IS COMING AND EVERY DESK WILL POST THE SAME CHART — THEIR OWN COUNT SAYS NINE OF THE LAST TWELVE GOT UNDONE INSIDE A YEAR — THE THREE THAT HELD AVERAGED 250%
  Capitalist COINDESK · THU SEP 3 · 3:01 AM ET · ONE-IN-FOUR READ IS OUR ARITHMETIC ON COINDESK’S COUNT • NEW
• THE BRIDGE BETWEEN HARDWARE WALLETS AND BITCOIN CORE IS BEING RETIRED — NOT BECAUSE IT BROKE, BECAUSE PYTHON CANNOT BE BUILT THE SAME WAY TWICE — NO NEW DEVICES ACCEPTED AS OF NOW
  Technologist BITCOIN-CORE/HWI ISSUE 850 (PRIMARY) · opened by achow101, Tue Aug 18 — two weeks old, picked up since · + BITCOIN OPTECH #420 Fri Aug 28 · + CRYPTOSLATE on the wallet-side consequence · existing devices keep working; only new device support is closed • NEW
• SAYLOR'S CHART PUTS STRATEGY SECOND ONLY TO BERKSHIRE — THE 10.75x IS RESERVE ASSETS OVER DEBT ALONE — PUT THE $14.79 BILLION OF PREFERRED BACK AND IT IS 3.4x
  Capitalist SEC 8-K (PRIMARY) · acc 0001193125-26-375463, filed Aug 31, covering Aug 24-30 · chart posted by Strategy and quote-posted by Saylor Wed Sep 2, 11:26 AM ET · + THE BLOCK Aug 31 on the 845,050 total · ratio and TRC computed by us from CEBE-verified inputs as of Aug 30; chart states Sep 1 • NEW
• UPDATED: MINING DIFFICULTY HAS FALLEN YEAR OVER YEAR TWICE IN BITCOIN'S LIFE — THE FIRST TIME CHINA BANNED IT, THIS TIME THE MINERS TOOK A BETTER OFFER — THE BLOCKS NEVER STOPPED EITHER TIME
  Technologist BITCOIN.COM · WED SEP 2 · + BLOCKSPACE JUL 28, CRYPTO.NEWS SEP 2 · DATA: HASHRATE INDEX • NEW
• UPDATED: WE SAID 275 COINS LEFT — THE COMPANY'S OWN RELEASE SAYS 215 — THEY MINED ABOUT FOUR COINS IN TWO WEEKS AND SOLD SIXTY-FIVE
  Capitalist HYPERSCALE DATA (PRIMARY) · company release Sep 1, holdings 214.9701 as of Aug 30 · + company release Aug 18 · + COINTELEGRAPH / CRYPTO.NEWS Sep 3 for the reverse split and the Sep 2 close · CORRECTS our Sep 2 filing • NEW
• THE GRID JUST WROTE A RULE THAT DESCRIBES BITCOIN MINING AND NEVER SAYS THE WORD — 50 MEGAWATTS MAKES YOU A LARGE LOAD, 25 OF THEM IN COMPUTERS MAKES YOU A NEW SPECIES — LIVE DECEMBER 4
  Technologist UTILITY DIVE · Tue Sep 1 · MISO filing Fri Aug 28, FERC accession 20260828-5278 · + FERC DOCKET RM26-4-000 (PRIMARY) · + TFTC Sep 2 · FERC's own ANOPR sets the large-load line at 20 MW • NEW
• THE COMPANY SAYS IT SCANS 21 MILLION LICENSES A MONTH AT 20,000 COUNTERS — IT HAS CONFIRMED NOTHING ABOUT THE BREACH — THE MACHINE IS THE STORY, NOT THE LEAK
  Fundamentalist KREBSONSECURITY · Tue Sep 1 · + CYBERNEWS Wed Sep 2 for IDScan's own scale and its statement · FBI New Orleans · source of the data NOT confirmed • NEW
• UPDATED: THE NYSE SAYS ITS 24-HOUR PLAN WAS SHAPED BY WATCHING BITCOIN NEVER CLOSE — THE SEC FILLS 27 SEATS IN A ROOM ON SEPTEMBER 17 TO WORK OUT HOW — SAME DAY THE BANK OF JAPAN SITS DOWN TO RAISE RATES
  Maximalist BITCOIN.COM · Wed Sep 2 · SEC roundtable Sep 17, 10 AM-4 PM ET · + LSEG/PAYWARD Sep 2 · + COINTELEGRAPH on August ETF flows · + COINDESK Sep 2 · + BITCOIN.COM Sep 2 full 27-seat attendee list · + COINTELEGRAPH Sep 2 on Ondo perpetuals • NEW
• THE BANK ABOUT TO RAISE JAPAN'S RATES OWNS 517.7 TRILLION YEN OF THE BONDS IT WILL MARK DOWN — 339 ISSUES, 217 OF THEM TWENTY YEARS AND LONGER — AND IT IS STILL BUYING
  Fundamentalist BANK OF JAPAN (PRIMARY) · mei260831.xlsx, as of Aug 31, released Wed Sep 2 · totals computed from the file · meeting dates per the BOJ 2026 schedule · + TRADING ECONOMICS Sep 2 on the 10-year at 3.012% • NEW
• WALLETS OVER 100 COINS ADDED 60,000 BITCOIN IN AUGUST WHILE SMALLER WALLETS SOLD 47,000 — THE CHAIN SHOWS THE COINS MOVED — IT DOES NOT SHOW WHO MOVED THEM
  Technologist BITCOIN.COM · Wed Sep 2 · 6:30 AM ET · data: CryptoQuant, analyst Woo Minkyu · + THE BLOCK Aug 5 on the same firm's earlier whale call • NEW
• UPDATED: STRATEGY'S CEO SAYS SELLING 7,000 BITCOIN NEAR $60,000 TO BUY 4,603 BACK AT $80,318 WAS THE RIGHT TRADE — HE MAY BE RIGHT — THE DIVIDEND CAME DUE EITHER WAY
  Capitalist THE BLOCK · Wed Sep 2 · 6:26 AM ET · balance-sheet figures verified against the 8-K filed Aug 31, acc 0001193125-26-375463 · + PHONG LE on X, Wed Sep 2, reposted by Michael Saylor · + CEBE TRACKER (cebetracker.io) senior claims 22.44% • NEW
• UPDATED: THE MINT WILL SELL YOU 25 DOLLARS FOR $61 — THE TRUMP COIN IS A COLLECTIBLE, NOT CIRCULATION — AND COOLIDGE BEAT HIM TO IT BY A HUNDRED YEARS
  Maximalist U.S. MINT (PRIMARY) · release dated Thu Aug 27 · on sale Wed Sep 2, 12:00 PM ET · + COINWEEK on the 1926 Coolidge precedent · + U.S. MINT PRODUCT PAGE (PRIMARY) on circulation and alloy · + 1926 MINTAGE AND MELT FIGURES, Sesquicentennial coinage record • NEW
• THE MALWARE WATCHED YOUR CLIPBOARD AND SWAPPED THE ADDRESS BEFORE YOU PASTED IT — EIGHT YEARS, 15,000 MACHINES — THE SCREEN ON YOUR HARDWARE WALLET IS THE ONLY ONE THAT CHECKS
  Technologist DECRYPT · Wed Sep 2 · + BLEEPINGCOMPUTER Sep 2 · + THE REGISTER Sep 2 · + HELP NET SECURITY Sep 2 · DOJ / FBI / CrowdStrike announcement · + COINDESK (LATER) Wed Sep 2 • NEW
• JAPAN'S THIRD-BIGGEST CORPORATE BITCOIN HOLDER SOLD EVERY OTHER COIN IT OWNED — FOUR TICKERS GONE FOR $5.5 MILLION — WHAT IS LEFT IS 1,506 BITCOIN AND NOTHING ELSE
  Fundamentalist COINTELEGRAPH · Wed Sep 2 · + THE BLOCK Sep 2 · + CRYPTO.NEWS Sep 2 · company disclosure • NEW
• TETHER FROZE $42 MILLION WITH NO WARRANT — THE PAPER SHOWED UP 112 DAYS LATER — AND THE COMPLAINT SAYS THE RESERVES KEPT EARNING INTEREST THE WHOLE TIME
  Maximalist TFTC · Wed Sep 2 · + BITCOIN.COM Sep 2 · complaint filed SDNY Mon Aug 31 · warrant 5:26-MJ-1267-JG, EDNC, Feb 19 2026 • NEW
• ADAM BACK BUYS INTO THE SAME FRENCH BITCOIN COMPANY TWICE IN FIVE DAYS — 52.7 MILLION WARRANTS CAME WITH IT — THE ROAD TO 27.8 PERCENT COSTS HIM NOTHING UNTIL THE STOCK MOVES
  Capitalist THE BLOCK · Wed Sep 2 · 8:31 AM ET · + COINDESK Sep 2 · + CRYPTO.NEWS Sep 2 · anchor: our Aug 28 €21M story • NEW
• 21 BANKS WILL PUT THE DOLLAR ON PUBLIC BLOCKCHAINS BY 2027 — NO NAME, NO CHAIN, NO ISSUER — THE RAILS WON, THE COIN STILL HAS A BANK BEHIND IT
  Maximalist PR NEWSWIRE (PRIMARY) · Tue Sep 1 · 9:31 AM ET · + COINDESK + BITCOIN.COM • NEW
• UPDATED: “A MIRROR OF THE MARKET, NOT AN ARBITER OF IT” — STRATEGY TELLS MSCI TO WITHDRAW — THE TEST TURNS ON A WORD NO ACCOUNTING STANDARD DEFINES
  Capitalist MSCI · consultation, Aug 2026 · + STRATEGY LETTER at strategy.com/msci · Mon Aug 31 · + THE BLOCK Tue Sep 1, 3:03 AM ET · + BITCOIN.COM (LATER) Tue Sep 1, 8:45 PM ET • NEW
• THE CODE THAT CHANGES BITCOIN'S PROOF OF WORK IS STILL MARKED DRAFT — REVIEWERS FLAG AN ASSERTION THAT CRASHES THE NODE — AND YOU CAN READ EVERY LINE OF IT YOURSELF
  Technologist GitHub · bitcoinknots/bitcoin #359 · opened Sat Aug 15 · + CRYPTO.NEWS Mon Aug 31 • NEW
• UPDATED: “STATISTICALLY INTERESTING, BUT NOT STATISTICALLY SIGNIFICANT” — COINBASE'S OWN DESK TESTED REKTEMBER AND BURIED IT — THREE SITES STILL QUOTED THREE DIFFERENT AVERAGES THIS WEEK
  Fundamentalist UPDATED 6:10 PM ET · CoinDesk · Tue Sep 1 · 1:55 PM ET · + DECRYPT (LATER) Tue Sep 1 · + COINBASE INSTITUTIONAL RESEARCH, Sep 2025 • NEW
• “PAID BY SELLING MORE SHARES OF STRC” — SCHIFF NAMED THE MECHANISM IN APRIL — SIX STRAIGHT FILINGS SHOW NOT ONE SHARE SOLD SINCE JULY, AND THE DIVIDEND WENT UP
  Fundamentalist The Crypto Times · Mon May 11 · + STRATEGY 8-K SERIES JUL 20 - AUG 31 (PRIMARY) • NEW
• STRATEGY HAS SPENT $635 MILLION TO MOVE A SHARE $2.66 — PAR IS THE DOOR TO BUYING BITCOIN WITHOUT DILUTING MSTR — LAST WEEK THEY DILUTED MSTR TO GET THERE
  Capitalist crypto.news · Tue Sep 1 · + STRATEGY FORM 8-K (PRIMARY) · Mon Aug 31 • NEW
• UPDATED: THREE MEN, THREE JOBS, ONE CURRENCY — THE FED DECIDES THE PRICE OF MONEY SEPTEMBER 16 — YOU'RE NOT AT THAT TABLE
  Fundamentalist UPDATED Wed Sep 2, 9:45 AM ET · CNN · Thu Aug 27 · + CNBC (LATER) Tue Sep 1 · + FEDERAL RESERVE + U.S. TREASURY (PRIMARY) · + COINDESK (LATER) Wed Sep 2 · + CNBC (LATER) Mon Aug 31 • NEW
• “NEAR THE TOP OF A RANGE IT NEVER HOLDS FOR LONG” — BITCOIN AND GOLD HIT RECORD LOCKSTEP AS GOLD DROPS 6% IN SIX SESSIONS — MOVING TOGETHER IS NOT GOING THE SAME PLACE
  Capitalist The Block · Tue Sep 1 · 10:26 AM ET • NEW
• UPDATED: A TOKEN ON A NOTE ON A SHARE ON A COIN — BITFINEX WILL SELL YOU A SLICE OF STRC ON A BITCOIN SIDECHAIN
  Capitalist Cointelegraph · Tue Sep 1 · + CRYPTO BRIEFING (El Salvador regulator, Liquid Network) · Tue Sep 1 · + BITCOIN.COM Wed Sep 2, 5:30 AM ET for tickers, the $500M total and the US exclusion • NEW
• STRATEGY BOUGHT 4,603 BITCOIN AT $80,318 — IT DIDN’T TOUCH THE $6.69 BILLION IN CASH, IT SOLD STOCK — AND A THIRD OF THAT RAISE WENT TO PREFERRED HOLDERS, NOT COINS
  Capitalist sec edgar · strategy inc form 8-K · Mon Aug 31 · RELATED: SAYLOR POSTS “WE’RE BACK” • NEW
• UPDATED: STRIVE BOUGHT 1,800 BITCOIN AT $79,431 THE SAME WEEK AS STRATEGY — IT GREW ITS STACK 15 TIMES FASTER — NOW FIFTH-LARGEST, AND THE ANALYST WHO MODELED IT JUST TRIPLED HIS NUMBER
  Capitalist sec edgar · strive inc form 8-K · Mon Aug 31 · RELATED: STRATEGY’S 4,603 BTC, ATM-FUNDED • NEW
• MSCI REWROTE ITS CRYPTO RULE TO BE ASSET-NEUTRAL — IT STILL CATCHES THE SAME THREE COMPANIES — STRATEGY SAYS IT ISN’T MATERIAL AND WROTE A LETTER ANYWAY
  Capitalist Strategy · Mon Aug 31 2026 · 12:14 PM ET · MSCI methodology corroborated via TFTC and CryptoSlate • NEW
• TWO COURTS, OPPOSITE ANSWERS — A JUDGE SAYS A BET IS STILL A BET “EVEN WHEN CALLED BY ANOTHER NAME” — THE SUPREME COURT PETITION IS DUE SEPTEMBER 3
  Fundamentalist Bitcoin.com · Mon Aug 31 · 7:45 PM ET · ruling dated Aug 28 2026 • NEW
• A BROKERAGE’S OWN CHAIN OUT-EARNED ETHEREUM IN A DAY — $875 MILLION TRADED — AND WHAT’S MOVING ON IT IS MOSTLY STOCKS
  Technologist Bitcoin.com · Mon Aug 31 · 7:04 PM ET • NEW
• UPDATED: HE SAID HE WOULD NOT PRESSURE THE BANK OF JAPAN — THE SAME DAY HE ASKED ITS GOVERNOR FOR RATE HIKES — THEN TOLD TELEVISION HE HAD INFORMATION THE MARKET DIDN’T
  Fundamentalist Reuters via Yahoo Finance · Mon Aug 31 · 12:10 PM ET · also reported by The Japan Times (paywalled, not linked) · + EURONEWS (LATER) Tue Sep 1 · + 93.3 THE DRIVE (LATER) Tue Sep 1 • NEW
• UPDATED: METAPLANET SENT 10,270 BITCOIN TO AN EXCHANGE IN SIX DAYS — 24% OF THE STACK, $806 MILLION — AND SAID NOTHING
  Maximalist Cointelegraph · Mon Aug 31 · 9:15 AM ET • NEW
• UPDATED: STOCKS FELL, OIL JUMPED, THE FED TURNED MEAN — AND BITCOIN BARELY MOVED — SEPTEMBER HIKE ODDS NOW 64%
  Capitalist Decrypt · Mon Aug 31 · 12:55 PM ET • NEW
• $600,000 BOUGHT A FAKE PRICE AND $120 MILLION IN LOANS — THEN CRONOS TURNED THE WHOLE CHAIN OFF — “NOTHING HERE WAS HACKED”
  Technologist Bitcoin.com · Mon Aug 31 · 9:17 AM ET • NEW
• A $90 TRILLION MARKET WANTS TO COME HOME — KRAKEN’S PARENT FILED THE OUTLINE — THE PAPERWORK TAKES A YEAR IF IT GOES FAST
  Capitalist The Block · Mon Aug 31 · 2:16 PM ET · + DECRYPT (LATER) 1:54 PM ET • NEW
• FIFTEEN BILLION DOLLARS RUSHED INTO TOKENIZED IOUS — THE SAME MONTH NOBODY WANTED THE REAL ONES — BLACKROCK TAKES BACK THE CROWN AT $2.8 BILLION
  Fundamentalist Bitcoin.com · Mon Aug 31 · 11:40 AM ET • NEW
• STRIP THE BUSINESS CYCLE OUT AND AMERICA STILL RUNS A 6.1% DEFICIT — THE FIFTY-YEAR AVERAGE IS 3.7% — THIS IS NOT THE ECONOMY, IT IS THE PLAN
  Fundamentalist Congressional Budget Office · publication 62568 · Mon Aug 31 2026 · Tier 1 primary • NEW
• THE CONTAINER REPORTED THE PATCHED VERSION ON STARTUP — THE PATCH WAS NOT IN IT — A VERSION LABEL IS NOT AN ARTIFACT
  Technologist TFTC · Mon Aug 31 2026 · Core Lightning release notes · BIP-379 commit 2a78379, bitcoin/bips • NEW
• THE 30-YEAR IS SIX HUNDREDTHS OF A POINT FROM WHERE IT SAT IN JANUARY 2007 — THE TREASURY SECRETARY SAYS HE HASN’T BOUGHT ANYTHING YET — BITCOIN CLOSED AUGUST UP ABOUT 25%
  Fundamentalist Cointelegraph · Mon Aug 31 2026 · 12:38 PM ET · yields checked against the US Treasury daily par yield curve, last published Aug 28 • NEW
• BLACKROCK TOOK IN $938 MILLION LAST WEEK — EVERY BITCOIN ETF PUT TOGETHER TOOK IN $924 MILLION — EVERYBODY ELSE, ADDED UP, WAS A LEAK
  Capitalist Bitcoin.com News · Mon Aug 31 2026 · flow data: SoSoValue · week of Aug 24–28 • NEW
• UPDATED ×2: STRIVE SAYS IT HAS ZERO DEBT AND IT IS TELLING THE TRUTH — 40% OF ITS BITCOIN IS STILL SPOKEN FOR — STRATEGY CARRIES $22 BILLION IN CLAIMS AND LEAVES ITS OWNERS MORE
  Fundamentalist SEC EDGAR · Strive Inc form 8-K, Aug 31 2026 · Strategy Inc form 10-Q, quarter ended Jun 30 2026 · RELATED: CEBETRACKER.IO • NEW
• NYSE’S PARENT JUST BOUGHT INTO 103 BLOCKCHAIN PATENTS — THE FIRST THING ON THE LIST IS CALLED “COMPLIANCE-AWARE TRANSFER LOGIC” — THAT IS A PATENT ON BEING THE PERSON WHO CAN SAY NO
  Technologist The Block · Mon Aug 31 2026 · 11:04 AM ET · Primary: tZERO and ICE joint press release, Aug 31 2026 — all quoted language taken from the release • NEW
• A BUG THAT ALREADY COST $110 MILLION JUST TOOK $234,000 MORE — ONE SATOSHI BOUGHT THE WHOLE POOL — THE COMPANY THAT WOULD HAVE FIXED IT DISSOLVED IN MARCH
  Technologist Bitcoin.com News · Mon Aug 31 2026 · 11:05 AM ET · technical finding: Slowmist · shutdown corroborated: CoinDesk, Mar 24 2026 • NEW
• CHINA PUT 244 GOVERNMENT SHIPS AROUND TAIWAN IN ONE MONTH — FOUR TIMES LAST YEAR — NEARLY EVERY MACHINE THAT MINES BITCOIN IS BUILT INSIDE THAT CIRCLE
  Maximalist TFTC · Mon Aug 31 2026 · vessel counts: Taiwan Coast Guard Administration via AFP · seabed analysis: Taipei Times • NEW
• HE BURNED 107 COINS INTO AN ADDRESS MADE OF 21 ONES — ANALYSTS REBUILT TWELVE YEARS OF HIS MONEY FROM EXCHANGE RECEIPTS ANYWAY — THE ONE MOVE NOBODY CAN EXPLAIN IS THE ONE NOBODY CAN UNDO
  Maximalist Cointelegraph Magazine · Aug 31 2026 · analysis by Chainalysis · burn corroborated by Bitcoin.com News, May 25 2026, citing on-chain analyst Mononaut • NEW
• METAPLANET HAS MOVED $374 MILLION IN BITCOIN TO COINBASE IN SIX DAYS — THE CEO SAYS IT ISN’T SELLING — THE COMPANY IS $782 MILLION UNDERWATER ON THE STACK
  Capitalist bitcoin.com · Mon Aug 31 · 6:30 AM ET · RELATED: METAPLANET'S FIRST 1,000 BTC TRANSFER • NEW
• UPDATED: THE FORK ZERO BLOCKS SIGNALED FOR HAS MINED 800 BLOCKS — DASHJR PICKS BLAKE2b TO ‘FIRE THE MINERS’ — AND CAPS BLOCKS AT 300 KB
  Technologist CRYPTOSLATE + BIP110.RUN + BIP110 MONITOR · MON AUG 31 · 5:40 AM ET • NEW
• YEN BREAKS 160 — SAME MORNING, BANK OF JAPAN POSTS ITS ¥2.5 TRILLION MONTHLY BOND-BUY CALENDAR
  Maximalist BANK OF JAPAN + COINDESK · MON AUG 31 · 4:50 AM ET • NEW
• OCEAN LOSES ITS FOUNDER — DASHJR WALKS AFTER BIP-110 WRECK, RIDES OFF IN ‘CONVOY’
  Technologist COINDESK + PRNEWSWIRE JOINT STATEMENT · MON AUG 31 · 4:47 AM ET • NEW
• THE U.S. HIT AN IRANIAN ISLAND IN THE STRAIT OF HORMUZ — OIL JUMPED, STOCKS FELL, GOLD FELL TOO — BITCOIN DIDN’T MOVE
  Maximalist coindesk · Mon Aug 31 · 12:29 AM ET • NEW
• MAPPED BY CONGRESSIONAL DISTRICT, TWO WEEKS BEFORE A 60-VOTE SENATE SHOWDOWN — THE CRYPTO LOBBY WEIGHTED ITS POLL BY PARTY AND PUBLISHED EVERY BREAKDOWN EXCEPT THAT ONE — BITCOIN’S CLASSIFICATION WASN’T GRANTED BY CONGRESS
  Fundamentalist mempolitics original · nca/harris, pew, coindesk, bls, census · Sun Aug 30 • NEW
• STRIVE BUYS ITS WAY TO FIFTH PLACE — TD COWEN STOPS MODELING AND STARTS CHASING
  Capitalist The Block · Mon Aug 31 · 11:35 AM ET • NEW
• STEAK ‘N SHAKE CALLS ITSELF A BITCOIN COMPANY NOW — PAYS WORKERS 21 CENTS AN HOUR IN SATS WHILE PROFITS FELL 85% THIS YEAR
  Capitalist bitcoin.com · Sun Aug 30 · 9:31 PM ET • NEW
• BITCOIN OPTIONS BOOK SHOWS $44 BILLION IN BETS — CALLS STILL WIN THE COUNT, BUT FRESH MONEY IS BUYING PUTS INTO SEPTEMBER
  Capitalist bitcoin.com · Sun Aug 30 · 7:48 PM ET • NEW
• COMMODITIES FALL TO A 50-YEAR LOW AGAINST STOCKS — THREE WALL STREET DESKS SAY BUY THE UPCYCLE, BITCOIN DOESN’T NEED THEIR PERMISSION
  Fundamentalist tftc · Sun Aug 30 · 6:05 PM ET • NEW
• $500 MILLION IN DORMANT BITCOIN MOVED IN AUGUST — FIVE TIMES JULY’S PACE — AFTER THE COLDCARD EXPLOIT AND TWO WALLET-MAKER BREACHES
  Maximalist bitcoin.com · Sun Aug 30 · 3:05 PM ET • NEW
• RUSSIA’S BIGGEST BANK WILL LEND AGAINST YOUR BITCOIN — SBER EXPANDS CRYPTO COLLATERAL LOANS, BUT ORDINARY RUSSIANS ARE CAPPED AT 300,000 RUBLES A YEAR
  Capitalist bitcoin.com · Sun Aug 30 · 1:33 PM ET • NEW
• FEDWATCH FLIPS HAWKISH — SEPTEMBER HIKE ODDS JUMP FROM 40% TO 57% IN ONE WEEK — WARSH CALLED 2% A “FIRM, FIXED TARGET,” INFLATION IS STILL RUNNING DOUBLE THAT
  Fundamentalist bitcoin.com · Sun Aug 30 · 12:22 PM ET • NEW
• BITCOIN RELOADS AT $78,650 AFTER A $76 MILLION LIQUIDATION FLUSH — $81,000 IS THE NEXT WALL, SEPTEMBER BRINGS THE FED AND CLARITY ACT
  Capitalist bitcoin.com · Sun Aug 30 · 10:53 AM ET • NEW
• SAYLOR POSTS “WE’RE ₿ACK” AFTER TWO SILENT WEEKS — STRATEGY SITS ON $6.69 BILLION IN CASH, READY TO BUY AGAIN
  Capitalist bitcoin.com · Sun Aug 30 · 9:38 AM ET • NEW
• ECB BOARD MEMBER TITLES HER OWN SPEECH “CENTRAL BANKS ON-CHAIN” — HER FIX FOR STABLECOINS IS TO BUILD ONE OF HER OWN
  Technologist tftc · Sun Aug 30 · 8:07 AM ET • NEW
• BIS CHIEF SAYS $308 BILLION IN STABLECOINS ISN’T REAL MONEY — THE FIX HE WANTS IS BANKS HOLDING YOUR TOKENS INSTEAD
  Fundamentalist bitcoin.com · Sun Aug 30 · 5:30 AM ET • NEW
• CRYPTOQUANT: BITCOIN’S TOP WON’T BE MADE IN AMERICA — WATCH FOR A KOREAN BANKER SELLING GRANDMA AN ETF
  Capitalist bitcoin.com · Sat Aug 29 · 9:10 PM ET • NEW
• SIX WALLETS DORMANT SINCE 2011 WAKE UP, MOVE $40M — MOST GOES TO CUSTODY, NOT EXCHANGES
  Technologist Decrypt · Sat Aug 29 2026 · 11:31 AM ET • NEW
• FED’S NEW CHIEF SPEAKS FRIDAY — BITCOIN AND GOLD ARE BETTING HE BLINKS ON THE $40 TRILLION DEBT
  Fundamentalist coindesk · Fri Aug 28 · 2:30 AM ET • NEW
• QUANTUM-PROOF BITCOIN SPEND HITS MAINNET — NO FORK, NO VOTE, JUST CODE — “IT HAPPENED ON MAINNET”
  Technologist tftc · Thu Aug 27 · 10:34 AM ET • NEW
• TREASURY QUIETLY DOUBLES ITS OWN BOND BUYBACK — DINES SAYS BITCOIN GRABBED THE BEACHHEAD, NOT THE WAR.
  Fundamentalist tftc · Thu Aug 27 · 8:55 AM ET • NEW
• BLACKROCK’S OWN BITCOIN BOSS SAYS THE CASE IS GETTING STRONGER — FUNNY, HIS FUND JUST POCKETED $1.3 BILLION IN A WEEK
  Maximalist coindesk · Thu Aug 27 · 5:19 AM ET • NEW
• SAYLOR: BITCOIN GREW UP — SELF-CUSTODY AND FOUNDER WORSHIP ARE OPTIONAL NOW
  Capitalist bitcoin.com · Wed Aug 26 · 11:05 PM ET • NEW
• BITCOIN GETS A QUANTUM-PROOF SIGNATURE — BUT THE MATH ISN'T PROVEN YET
  Technologist tftc · Wed Aug 26 · 10:08 PM ET • NEW
• STRIVE TURNS FRESH STOCK INTO $81.5M OF BITCOIN — CEO CALLS IT THE ‘FASTEST HORSE,’ THE FILING CALLS IT 3.6 MILLION NEW SHARES
  Capitalist tftc · Mon Aug 24 · 1:07 PM ET • NEW
• AI CAN OUTRUN ANY COMPANY BY MORNING — BITCOIN HAS "NO CUSTOMER BASE TO POACH"
  Technologist tftc · Mon Aug 24 · 12:20 PM ET • NEW
• STRATEGY BUYS ZERO BITCOIN, STACKS $6.69 BILLION CASH — SAYLOR LOADS THE GUN INSTEAD OF FIRING IT
  Capitalist bitcoin.com · Mon Aug 24 · 8:30 AM ET • NEW
• TREASURY TRIES TO BRIBE THE BOND MARKET — BITCOIN TAKES THE HINT AND RUNS.
  Fundamentalist coindesk · Mon Aug 24 · 1:12 AM ET • NEW
• BEARS GET WIPED OUT — BITCOIN RIPS TO $73K IN RECORD ONE-DAY LIQUIDATIONS — TREASURY CALLS ITS MONEY MOVE A ‘BULLISH CATALYST’
  Capitalist bitcoin.com · Sun Aug 23 · 6:29 PM ET • NEW
• TREASURY DOUBLES ITS BOND BUYING — GOLD AND BITCOIN DOUBLE DOWN INSTEAD.
  Capitalist marketwatch · Sat Aug 22 · 9:00 AM ET • NEW
• TREASURY’S $4 BILLION BOND RESCUE FAILS IN HOURS — DEBT HITS $40 TRILLION, BITCOIN HITS $75K ANYWAY
  Fundamentalist tftc · Fri Aug 21 · 10:07 PM ET • NEW
• DALIO: DEBT CRISIS HITS IN ‘THREE YEARS, GIVE OR TAKE TWO’ — HIS FIX: GOLD AND BITCOIN, NOT BONDS.
  Fundamentalist tftc · Fri Aug 21 · 5:07 PM ET • NEW
• STRATEGY BENCHES THE BITCOIN BUTTON, HOARDS $4.8 BILLION CASH — STOCK RIPS TO A TWO-MONTH HIGH ANYWAY
  Capitalist theblock · Fri Aug 21 · 11:38 AM ET • NEW
• $40 TRILLION IN DEBT — BESSENT KNOWS THE MATH SO WASHINGTON IS QUIETLY BUILDING BITCOIN’S BACKUP PLAN.
  Fundamentalist tftc · Fri Aug 21 · 10:06 AM ET • NEW
• “WE’RE GOING TO INCREASE THE BUYBACK” — BESSENT DOUBLES DOWN AS $40 TRILLION IN DEBT SPOOKS THE BOND MARKET
  Fundamentalist bitcoin.com · Thu Aug 20 · 12:30 PM ET • NEW
• MAYACHAIN’S BRIDGE BREAKS WIDE OPEN — SIX BUGS, ONE FAKE ALARM, $1.7 MILLION GONE.
  Technologist decrypt · Wed Aug 19 · 2:20 PM ET • NEW
• TREASURY CUTS EGYPTIAN STATE BANK OFF THE DOLLAR OVER $1.8B IN IRAN TIES — CHINA MOVES 90% OF IRAN’S OIL, FACES NOTHING
  Fundamentalist TFTC Newsdesk · Fri Aug 28 2026 · 10:06 PM ET • NEW
• HAL FINNEY, TWELVE YEARS GONE — HE RECEIVED BITCOIN'S FIRST TRANSACTION, THEN KEPT BUILDING THROUGH ALS UNTIL HE COULDN'T TYPE ANYMORE
  Maximalist BITCOIN.COM NEWS · SHIRAZ JAGATI · FRI AUG 28 • NEW
• CAPITAL B RAISES €21 MILLION TO BUY MORE BITCOIN — ADAM BACK AND A PARIS FUND DOUBLE DOWN AGAIN, ABOVE MARKET PRICE — STRATEGY'S PLAYBOOK NOW RUNS IN EUROPE
  Capitalist TFTC NEWSDESK · CAPITAL B PRESS RELEASE (PRIMARY) · FRI AUG 28 • NEW
• CHICAGO BUSINESS ACTIVITY CRASHES TO 47.1 IN ONE MONTH — ONLY 8% OF AMERICANS EXPECT THEIR PAY TO BEAT INFLATION — THE FED'S TWO JOBS ARE NOW FIGHTING EACH OTHER
  Fundamentalist TFTC NEWSDESK · MNI/ISM CHICAGO + UMICH SURVEYS (PRIMARY) · FRI AUG 28 • NEW
• BITCOIN ETFS TOP $100 BILLION — NINE STRAIGHT DAYS OF BUYING — BLACKROCK PULLS IN $277 MILLION WHILE FIDELITY SELLS THE SAME DAY
  Capitalist Bitcoin.com News · Fri Aug 28 · 11:41 AM ET • NEW
• WARSH’S FIRST JACKSON HOLE SPEECH: ‘WE HAVE WORK TO DO’ ON INFLATION — FED CHAIR SAYS 65 MONTHS OF IT IS THE CENTRAL BANK’S OWN FAULT, BITCOIN DROPS TO $78,700
  Fundamentalist CoinDesk · Aug 28 · 10:15 AM ET • NEW
• CLARITY ACT SLIPS TO SEPTEMBER — BANKS DON’T WAIT: 30+ LENDERS WORTH $10 TRILLION ALREADY BUILDING THEIR OWN TOKENIZED RAILS
  Fundamentalist CoinDesk · Aug 28 · 9:15 AM ET • NEW
• PUBLIC CITIZEN: TRUMP’S CRYPTO INVESTORS ARE $4.7 BILLION UNDERWATER — HE POCKETED $1.4 BILLION HIMSELF, RISK-FREE
  Maximalist The Block · Aug 28 · 8:10 AM ET • NEW
• PAKISTAN RUNS A STATE BITCOIN RESERVE ON SEIZED COINS AND 2,000 MEGAWATTS OF SPARE POWER — ITS OWN FINANCE SECRETARY ADMITS THERE'S NO LAW COVERING IT
  Technologist TFTC · Fri Aug 28 · 5:25 AM ET • NEW
• STRATEGY'S STOCK PREMIUM ON ITS OWN BITCOIN JUST HIT 1.01X — ARTHUR HAYES SAYS SAYLOR HAS THREE OPTIONS LEFT AND ALL OF THEM COST SOMETHING
  Capitalist Bitcoin.com · Fri Aug 28 · 4:05 AM ET • NEW
• US BITCOIN MINING SHARE DROPS TO 36.7% AS RUSSIA AND CHINA GRAB GROUND — GLOBAL HASHRATE FELL EVERYWHERE, AMERICA JUST FELL FASTEST
  Capitalist Bitcoin.com · Fri Aug 28 · 2:45 AM ET • NEW
• NEW GLOBAL CRYPTO TAX NET COVERS JUST 14% OF THE MONEY — CHAINALYSIS SAYS 86% STILL MOVES WHERE NO GOVERNMENT CAN SEE IT
  Maximalist Bitcoin.com · Fri Aug 28 · 1:25 AM ET • NEW
• BITCOIN'S COINBASE PRICE FLIPS ABOVE BINANCE FOR THE FIRST TIME SINCE MAY — AMERICANS ARE NOW PAYING MORE FOR THE SAME COIN
  Fundamentalist CoinDesk · Fri Aug 28 · 1:15 AM ET • NEW
• BITCOIN HOLDS $80,000 AND SOLANA RUNS 20% ON THE WEEK — MARKETS PRICE IN CHEAPER MONEY BEFORE WARSH EVEN REACHES THE PODIUM
  Fundamentalist CoinDesk · Fri Aug 28 · 12:55 AM ET • NEW
• DALLAS FED WARNS 24/7 TOKENIZED DEPOSITS COULD DRAIN $580 BILLION FROM BANK LENDING CAPACITY — SPEED OF THE TRANSFER ISN'T SPEED OF THE SETTLEMENT
  Technologist Bitcoin.com · Fri Aug 28 · 12:50 AM ET • NEW
• BANK OF ENGLAND DROPS ITS STABLECOIN HOLDING CAPS AFTER YEARS OF INDUSTRY PRESSURE — REPLACES THEM WITH A £40 BILLION ISSUANCE CEILING — AND HANDS ITSELF A NEW LEGAL MANDATE OVER “INNOVATION” WHILE IT’S AT IT
  Capitalist Bitcoin.com (Emmanuel Musa) · gov.uk official announcement (primary) · Decrypt (cap/issuance-limit detail) · Aug 27, 2026 • NEW
• PARAGUAY ANALYSTS CLAIM BITCOIN MINING EATS 30% OF THE COUNTRY’S OWN POWER — THE UTILITY SAYS IT’S A TURBINE AND A HALF OF ITAIPU AND CALLS IT A GRID ASSET — CONTRACTS EXPIRE 2027
  Technologist Bitcoin.com (Sergio Goschenko) · Accelerating Bitcoin conference analysts (Oxilia, Fernandez, Llamosas) · ANDE turbine-count framing (earlier) · Aug 27, 2026 • NEW
• POLYMARKET PULLS ITS NFL BETS ONE DAY BEFORE LAUNCH — SAME WEEK IT GETS THE CFTC’S OK ON BITCOIN — SPORTS STAYS STUCK, BITCOIN WALKS THROUGH THE FRONT DOOR
  Capitalist Bitcoin.com (Luci Kelemen) · CFTC product registry #63377 (primary, NFL withdrawal) · CoinGape (Bitcoin/ETH/SOL cert, later) · Aug 27, 2026 • NEW
• OCC AND FDIC FINALIZE RULE FORCING REGULATORS TO SHOW THEIR WORK — “UNSAFE OR UNSOUND” NOW NEEDS AN ACTUAL VIOLATION, NOT A VIBE — ANOTHER BRICK OUT OF CHOKE POINT 2.0’S WALL
  Fundamentalist Bloomingbit · OCC/FDIC final rule, Docket OCC-2026-0174, RIN 1557-AF35 (primary, via official release text) · Aug 27, 2026 • NEW
• SPARROW WALLET FIXES DOZENS OF SECURITY BUGS — DEVELOPER CREDITS UNRESTRICTED CHINESE AI MODELS FOR FINDING MOST OF THEM — “NOTHING WAS LIKELY TO PUT FUNDS AT RISK”
  Technologist Decrypt · Aug 27 2026 5:36 PM ET • NEW
• $6.4 BILLION IN BITCOIN OPTIONS EXPIRE FRIDAY MORNING — RIGHT AS WARSH TAKES THE JACKSON HOLE STAGE — 62% OF THE BETS ARE ALREADY WORTHLESS
  Maximalist Decrypt · Aug 27 2026 3:47 PM ET • NEW
• ANTHROPIC HANDS NSCALE $45 BILLION FOR A WEST VIRGINIA GAS-POWERED AI CAMPUS — THE COMPANY WAS BORN INSIDE A BITCOIN MINER
  Capitalist TFTC Newsdesk · Aug 27 2026 2:12 PM ET • NEW
• JACKSON HOLE PUTS BITCOIN ON THE AGENDA FOR THE FIRST TIME EVER — FED CHAIR WARSH KEYNOTES FRIDAY AFTER DIVESTING A DOZEN CRYPTO STAKES
  Technologist TFTC Newsdesk · Aug 27 2026 2:06 PM ET · corroborated by Decrypt • NEW
• SOFTBANK STACKS A FOURTH LAYER OF DEBT ON ITS OPENAI BET — $20 BILLION SHORT EVEN AFTER THE NEXT BOND SALE — THE AI BOOM RUNS ON REFINANCING
  Capitalist TFTC NEWSDESK · BLOOMBERG FIRST REPORT (BENITEZ + HUANG, AUG 26, PRIMARY) · SOFTBANK IR FEB 27 RELEASE (PRIMARY) · THU AUG 27 · 9:13 AM ET • NEW • THE EQUITY SIDE — MONDAY’S TERMINAL-VALUE COVERAGE
• A SOUTH DAKOTA BANKER FIRES BACK ON CLARITY — “INNOVATION DESERVES A LEVEL PLAYING FIELD. SO DOES MAIN STREET.” — THE REWARDS FIGHT NOW HAS A FACE
  Capitalist COINDESK OPINION (NATE FRANZÉN, COMMUNITY BANKER) · REBUTS MERSINGER AUG 21 OP-ED · THU AUG 27 · 8:30 AM ET • NEW • WHO CAPTURES CLARITY’S ECONOMICS — THE DINES MAP
• CZ SAYS BITCOIN CAN PASS GOLD NEXT CYCLE — THE GAP IS TEN-TO-ONE AND BUILT ON DECADES OF STATE PLUMBING — “A SHIFT TO BITCOIN WILL NOT HAPPEN OVERNIGHT”
  Fundamentalist THE BLOCK (DANGA) · BITCOIN ASIA 2026, HONG KONG (ON STAGE) · THU AUG 27 · 7:54 AM ET • NEW • THE RESERVE-PATH BILL — ARMA IN OUR DINES COVERAGE
• THE WALL IS MAPPED — NEARLY 8% OF ALL BITCOIN LAST CHANGED HANDS BETWEEN $80,000 AND $82,000 — EVERY OVERHEAD TEST NOW SITS IN ONE BAND
  Fundamentalist GLASSNODE URPD + WEEK-ONCHAIN (PRIMARY) · COINDESK (VAN STRATEN) + THE BLOCK (PARK) · THU AUG 27 · 6:54 AM ET • NEW • BYBIT’S $83K DOOR — YESTERDAY’S COVERAGE
• THE WORLD’S BIGGEST ASSET MANAGER PICKS A LANE — MITCHNICK: RISK-OFF IS “THE NARRATIVE TO BET ON” — RECORD UP-WEEK VOLUME SAYS THE CLIENTS AGREE
  Capitalist CNBC INTERVIEW (PRIMARY) · THE BLOCK (HUNT) + COINDESK (GODBOLE) · WINTERMUTE + 21SHARES READS · THU AUG 27 · 8:00 AM ET • NEW • THE FINANCIAL-REPRESSION MAP — OUR OP-TWIST COVERAGE
• EIGHT GREEN DAYS, $2.8 BILLION IN — AUGUST IS ALREADY THE ETF SHELF’S BEST MONTH OF THE YEAR — AND THE YEAR IS STILL RED
  Capitalist COINDESK LIVE DESK (MALWA) · COINTELEGRAPH (PARTZ) · BITCOIN.COM (MUSA) · SOSOVALUE DATA · THU AUG 27 · 4:51 AM ET • NEW • THE DEPTH TEST THE RALLY PASSED — OUR COVERAGE
• TOKYO KEEPS THE HIKE DOOR OPEN — BOJ’S NUMBER TWO WON’T CALM SEPTEMBER BETS — THE WORLD’S CHEAPEST MONEY GETS ANOTHER WOBBLE
  Fundamentalist JAPAN TIMES / BLOOMBERG · HIMINO SPEECH, SAITAMA · THU AUG 27 · 9:05 AM ET • NEW • THE FED-HIKE BETS — SAME MORNING
• THE MARKET STARTS PRICING A HIKE — BITCOIN COOLS UNDER $79,000 AFTER ITS FIRST $80,000 TOUCH SINCE MAY — WARSH GETS HIS FIRST JACKSON HOLE PODIUM FRIDAY
  Fundamentalist COINDESK (SHAURYA MALWA) · QCP CAPITAL + LMAX · NVIDIA EARNINGS CONTEXT (VAN STRATEN) · THU AUG 27 · 12:35 AM ET • NEW • THE $79K COOL-OFF — YESTERDAY’S COVERAGE
• THE RALLY PASSED ITS LIE-DETECTOR TEST — ORDER BOOKS STAYED DEEP THROUGH THE WHOLE 25% RUN — REAL MONEY, NOT AN AIR POCKET
  Fundamentalist COINDESK (OMKAR GODBOLE) · COINDESK RESEARCH DEPTH DATA · THU AUG 27 · 12:02 AM ET • NEW • THE 12 SURRENDER SIGNALS — OUR VANECK COVERAGE • THE COOL-OFF AT $79K — OUR COVERAGE
• UPDATED: STARKWARE SAYS IT PUT THE FIRST QUANTUM-RESISTANT TRANSACTION ON BITCOIN ITSELF — NO RULE CHANGE, JUST HOURS OF GRINDING AND A FRIENDLY MINER — TWO RIVAL ANSWERS TO ONE PROBLEM, HOURS APART
  Technologist THE BLOCK (DANNY PARK) · QSB REPO + TX 305a24ff… BLOCK 964,199 (PRIMARY) · MINED BY MARA VIA SLIPSTREAM · TFTC / MARTY BENT (LATER, AUG 27) · THU AUG 27 · UPDATED 11:16 AM ET • UPDATED — THE RECEIPT: TX 305a24ff… IN BLOCK 964,199; CONSTRUCTION NAMED QSB (LEVY + GILADI), REPO PUBLIC; LEVY: “A RESEARCH QUIRK” • THE OTHER ANSWER — BLOCKSTREAM’S SHRINCS BIP, SAME DAY
• UPDATED: BITCOIN’S FIRST QUANTUM-PROOF SIGNATURE PLAN HITS PAPER — 13X SMALLER THAN THE GOVERNMENT’S VERSIONS — THE FINE PRINT SAYS “SECURITY PROOF: TODO”
  Technologist BLOCKSTREAM SHRINCS BIP (GITHUB, PRIMARY) · JONAS NICK ANNOUNCEMENT · COINTELEGRAPH MAGAZINE (ANDREW FENTON) · TFTC NEWSDESK (LATER, AUG 27) · COINDESK (MALWA, LATER, AUG 27) · WED AUG 26 · UPDATED 11:21 PM ET • UPDATED — NO BIP NUMBER YET; REALISTIC ACTIVATION 2028 AT EARLIEST (TAPROOT TOOK 22 MONTHS) • THE DEFENSE DESK — OUR QUANTUM TASK FORCE COVERAGE
• UPDATED: CHINA’S HIRED HACKERS WERE INSIDE THE FED, NASA, DOJ, AND THE SENATE — RUNNING SINCE 2018, AND WASHINGTON WON’T SAY WHAT THEY SAW — YOUR KEYS DON’T HAVE A DOMAIN TO SEIZE
  Maximalist TFTC NEWSDESK · DOJ OPA + S.D. CAL. RELEASES (PRIMARY) · FBI/NSA/CNMF ADVISORY AUG 26 · ADVISORY DETAIL VIA BITCOIN.COM (KEVIN HELMS) · WED AUG 26 · UPDATED 9:53 PM ET • UPDATED — ADVISORY SCALE: 2M+ SCANS IN ONE DAY, 300+ ORGS HIT IN ONE 2024 CAMPAIGN • THE DEFENSE DESK — OUR QUANTUM TASK FORCE COVERAGE
• UPDATED: CLN TO NODE RUNNERS: UPGRADE OR GO OFFLINE — START9 SHIPS AN OFFLINE-BY-DEFAULT UPDATE THE SAME DAY — FIX DETAILS SEALED FOR TWO WEEKS
  Technologist @CORE_LN (AUG 13) + CLN TEAM DISCORD (AUG 25, VIA @CALLEBTC) + START9 RELEASE v26.6.6:13 + @MURCHANDAMUS + BITCOIN.COM (JAMIE REDMAN, AUG 26) + TFTC NEWSDESK (AUG 26, LATER; EXPANDED AUG 27) · THU AUG 27 · UPDATED 11:16 AM ET • DEVELOPING • UPDATED — BINARIES BEING PREPARED, NOT YET ON THE RELEASE PAGE (CONFIRMED 9:26 AM ET) — VERIFY THERE, THEN UPGRADE · START9 PACKAGE LIVE, OFFLINE MODE ON BY DEFAULT • THE SOURCE TRAIL — STACKER.NEWS • THE AI ATTACK WAVE — EARLIER COVERAGE
• STRATEGY’S 840,447 BITCOIN SIT BEHIND $22 BILLION IN SENIOR CLAIMS — THE FLYWHEEL RUNS ON WALL STREET, NOT SATOSHI — READ THE STACK BEFORE YOU CALL IT A PROXY
  Capitalist TFTC NEWSDESK · STRATEGY 8-K AUG 24 + FWP AUG 23 (SEC EDGAR) · REGIME INTELLIGENCE VIA COINTELEGRAPH · TUE AUG 25 · 1:08 PM ET • NEW • THE 8-K ITSELF — OUR COVERAGE
• TREASURY STANDS UP A QUANTUM TASK FORCE WITH A DIGITAL-ASSET DESK — THE PROTOCOL ALREADY HAS ITS ANSWER MOVING — MOST CHAINS HAVE NONE
  Technologist TFTC NEWSDESK · U.S. TREASURY (EO 14412) · G7 PQC ROADMAP JAN 13 · TUE AUG 25 · 8:08 AM ET • NEW • THE QUANTUM EOs — OUR JUNE COVERAGE
• UPDATED: SEC SENDS ITS CRYPTO CUSTODY RULE TO THE WHITE HOUSE — TEXT STILL SECRET — WHOEVER DEFINES “QUALIFIED CUSTODIAN” DEFINES WHO HOLDS YOUR KEYS
  Maximalist TFTC NEWSDESK · BLOOMBERG FIRST REPORT · OMB / REGINFO.GOV PRIMARY · WED AUG 26 · 12:08 PM ET · + BITCOIN.COM / COINDESK (LATER) · UPDATED THU AUG 27 · 11:22 AM ET • THE SELF-CUSTODY SQUEEZE — OUR COVERAGE
• ONE MAP FOR THE WHOLE WEEK — BUYBACKS, IRAN, CANADA: THE OFFSHORE DOLLAR IS BEING PULLED HOME — BITCOIN’S CANDLE WAS BIG MONEY GETTING IN FIRST
  Fundamentalist TFTC · MARTY BENT + MATT DINES (POD EP 786; FULL WRITEUP AUG 27) · WED AUG 26 · 2:42 PM ET • NEW • THE BUYBACKS — OUR OP-TWIST COVERAGE • THE IRAN CAMPAIGN — OUR BESSENT PRESSER COVERAGE
• BITCOIN COOLS UNDER $79,000 AFTER THE 20% WEEK — BYBIT DRAWS THE NEXT DOOR AT $83,000 — WARSH SPEAKS FRIDAY
  Fundamentalist BITCOIN.COM · TERENCE ZIMWARA · BYBIT’S HAN TAN · WED AUG 26 · 4:30 PM ET • NEW
• VANECK TELLS CNBC ALL 12 SURRENDER SIGNALS HAVE FIRED — “THE 4-YEAR CYCLE WOULD SUGGEST AN OCTOBER BOTTOM” — EVEN THE CHYRON CREDITS THE TREASURY
  Fundamentalist CNBC (SIGEL ON AIR, CLIP VIA @PETE_RIZZO_) · VANECK MID-AUG CHAINCHECK · WED AUG 26 · 4:30 PM ET • NEW • THE TREASURY INTERVENTION — OUR OP-TWIST COVERAGE
• CNBC PRO SPOTS A BREAKOUT BREWING IN STRATEGY — OPTIONS DESK DRAWS THE MAP TO $160 — LEVERAGE ON THE HARDEST MONEY IS BACK IN FASHION
  Capitalist CNBC PRO · TONY ZHANG / OPTIONSPLAY · WED AUG 26 · 10:06 AM ET • NEW
• SHORTS EAT $330 MILLION AS BITCOIN SQUEEZES TO $79K — AND THE LEVERAGE NOW SETTLES IN DOLLARS
  Technologist Decrypt · Tue Aug 25 · 4:16 PM ET • NEW
• METAPLANET MOVES 1,000 BITCOIN TO COINBASE PRIME — AND IT ISN’T SELLING
  Capitalist Bitcoin.com · Tue Aug 25 · 4:12 PM ET • NEW
• STRIVE SCOOPS 1,110 BITCOIN — AND ITS CASH PILE GREW WHILE IT BOUGHT
  Capitalist TFTC · Mon Aug 24 · 1:07 PM ET • NEW
• THE RISK WAS NEVER THE PRICE — STRATEGY’S $66 BILLION MACHINE RUNS ON THE NEXT RAISE
  Capitalist Cointelegraph · Mon Aug 25 · 12:47 PM ET • NEW
• OPEN INTEREST HITS $140 BILLION — THE RALLY IS RENTING ITS CONVICTION
  Technologist Bitcoin.com · Mon Aug 25 · 1:01 PM ET • NEW
• THEY WANT TO KYC THE HANDOFF — THE FIGHT MOVES FROM THE ISSUER TO THE WALLET
  Maximalist Decrypt · Mon Aug 25 · 12:28 PM ET • NEW
• TREASURY DOUBLES THE BUYBACKS — AND THE DEBASEMENT TRADE WALKS BACK IN AT $81,000
  Fundamentalist Bitcoin Magazine · Tue Aug 25 · 10:14 AM ET • NEW
• HAYES CALLS THE BUYBACK A BULL HORN — $110,000 “IN WEEKS,” MAXIMUM RISK ON
  Maximalist Bitcoin.com · Tue Aug 25 · 8:25 AM ET • NEW
• NINE AND A HALF BILLION UNDER TO FOUR AND SEVEN TENTHS AHEAD — IN ONE WEEK, AND NOBODY SOLD
  Capitalist Bitcoin.com · Tue Aug 25 · 5:05 AM ET • NEW
• GALAXY PUTS A NUMBER ON THE COLDCARD HACK — 1,789 BTC GONE, 87% JUST SITTING THERE
  Technologist Cointelegraph · Tue Aug 25 · 4:46 AM ET • NEW
• THE FED MEASURED THE NEXT WAVE — 84% of owners can’t call a return, and they bought anyway
  Maximalist news.bitcoin.com · Mon Aug 24 · 7:05 PM ET • NEW
• FIRST BITCOIN PAYMENT ALL MONTH — the beach that banked on spending meets money too hard to spend
  Technologist news.bitcoin.com · Mon Aug 24 · 6:15 PM ET • NEW
• BITCOIN BEATS STOCKS AND GOLD OVER SIX MONTHS — KNOCKS ON $80,000 — ETFs PULL $2 BILLION IN A WEEK
  Fundamentalist BITCOIN MAGAZINE · MATHEW DI SALVO · MARKETWATCH ORIGIN · FARSIDE ETF DATA · MON AUG 24 · 12:18 PM ET • NEW
• STRONGEST ETF WEEK SINCE OCTOBER — $1.9 BILLION OF NEW CASH WALKS BITCOIN TO THE DOOR OF $80K.
  Capitalist bitcoinmagazine.com · mon aug 24 · 12:18 PM ET • NEW
• VOTERS RANKED 19 BITCOIN PITCHES — THE JARGON LOST — “START WITH $10” WON
  Maximalist BITCOIN POLICY INSTITUTE + CYGNAL + NEIGHBORHOOD BITCOIN · MON AUG 24 • NEW
• SAYLOR DECLARES A “BITCOIN REFORMATION” — OLD RULES OUT, “SELF-CUSTODY IS A RIGHT, NOT A RITUAL” — BITCOIN AS CAPITAL FOR EVERYONE
  Capitalist SAYLOR X ARTICLE · @SAYLOR · + BITCOIN.COM (KEVIN HELMS, LATER — AUG 26, 11:05 PM ET) · MON AUG 24 · 9:18 AM ET · 138K VIEWS • NEW
• UPDATED: BESSENT LAUNCHES “OPERATION ECONOMIC OUTCAST” — SECONDARY SANCTIONS SPREAD TO DIGITAL ASSETS, GOLD, PLANES, TECH, SHIPS — “UNTIL TEHRAN STANDS ALONE”
  Capitalist TREASURY PRESSER + NBC NEWS + CBS + WASHINGTON POST · MON AUG 24 · UPDATED 1:55 PM ET • UPDATED — OPERATION ECONOMIC OUTCAST
• AI CAN COPY ANY BUSINESS — IT STILL CAN’T MAKE MORE BITCOIN
  Capitalist TFTC · MARTY BENT · MON AUG 24 · 12:20 PM ET • NEW
• TRUST NO ONE, THEY SAID — TURNS OUT YOU WERE THE WEAK LINK
  Technologist TFTC PODCAST · MARTY BENT + ALEX BERGERON · MON AUG 24 · 12:11 PM ET • NEW
• STRIVE ADDS 1,110 BTC — $81.5M AT $73,409 AVG, 21,356 HELD, CAP CATEGORY WIDENS
  Capitalist BITCOIN.COM · JAMIE REDMAN · STRIVE 8-K SEC EDGAR · MATT COLE @COLEMACRO · MON AUG 24 · 11:01 AM ET • NEW
• $4,620 GOLD — TREASURY BUYBACKS DO THE DEBASEMENT WORK THE FED WON’T
  Fundamentalist BITCOIN.COM · SHIRAZ JAGATI · BLOOMBERG · SAXO’S OLE HANSEN · MON AUG 24 · 5:30 AM ET • NEW
• STRATEGY SOLD $2 BILLION IN STOCK THIS WEEK — AND NOT ONE BITCOIN — BUILDS $6.7 BILLION DRY POWDER, BUYS BACK $136M IN STRC
  Capitalist STRATEGY INC FORM 8-K · SIGNED THOMAS C. CHOW EVP GC · SEC EDGAR CIK 0001050446 · MON AUG 24 2026 · 8:00 AM ET • NEW
• BITCOIN JUST HAD ITS BIGGEST WEEK IN HISTORY — UP $14,264, BROKE OUT AGAINST BOTH DOLLAR AND GOLD
  Capitalist THE BLOCK · DANNY PARK · MATT COLE @COLEMACRO · SUN AUG 23 · 11:52 PM ET • NEW
• LEPARD: STABLECOINS WON’T SAVE THE TREASURY — $255 BILLION COVERS 3% OF THE $8 TRILLION ROLLOVER
  Fundamentalist BITCOIN.COM · SERGIO GOSCHENKO · LEPARD X POST AUG 22 · SUN AUG 23 · 11:15 PM ET • NEW
• DALIO BACKS BITCOIN — DEBT COULD HIT $60 TRILLION IN A DECADE, “3 YEARS GIVE OR TAKE 2” TO A CRISIS
  Fundamentalist BITCOIN.COM · KEVIN HELMS · DALIO LINKEDIN AUG 21 · SUN AUG 23 · 10:30 PM ET • NEW
• KIYOSAKI CALLS THE $4 BILLION TREASURY BUYBACK “QE” — 30-YEAR YIELD 5.34%, DEBT CROSSES $40 TRILLION, HE’S BUYING BITCOIN
  Fundamentalist BITCOIN.COM · KEVIN HELMS · KIYOSAKI X POST AUG 22 · SAT AUG 22 · 9:01 PM ET • NEW
• STANDARD CHARTERED SAYS $100K MAY BE TOO LOW — $1.44 BILLION IN SHORTS WIPED, $126,000 BACK ON THE TABLE
  Fundamentalist BITCOIN.COM · KEVIN HELMS · STANDARD CHARTERED RESEARCH NOTE · SAT AUG 22 · 7:45 PM ET • NEW
• ILLINOIS PASSED A TAX THAT HITS YOU EVEN WHEN YOU “BUY NOTHING, SELL NOTHING, GAIN NOTHING.” THE CRYPTO INDUSTRY SUED YESTERDAY.
  Maximalist BITCOIN.COM · JAMIE REDMAN · BLOCKCHAIN ASSOC + CCI COMPLAINT · SAT AUG 22 · 12:42 PM ET • NEW
• UK TAX AGENCY SENT 81,000 WARNING LETTERS TO CRYPTO INVESTORS THIS YEAR. THEY WILL SEE YOUR OFFSHORE ACCOUNTS IN 2027.
  Maximalist BITCOIN.COM · KEVIN HELMS · UHY HACKER YOUNG FOI · FRI AUG 22 · 12:30 AM ET • NEW
• THE BIGGEST GRID IN AMERICA PUT AI DATA CENTERS FIRST IN LINE TO GO DARK. BITCOIN MINERS ALREADY HAD THAT DEAL. VOLUNTARILY.
  Technologist TFTC NEWSDESK · PJM INSIDE LINES · FRI AUG 21 · 7:03 PM ET • NEW
• BITGET CEO SAYS THE US WON’T BUY BITCOIN. BITGET MAKES MONEY WHEN BITCOIN DOESN’T MOVE.
  Fundamentalist COINTELEGRAPH · NATE KOSTAR (TRADE SECRETS PODCAST) · FRI AUG 21 · 4:26 PM ET • NEW
• BITCOIN JUMPED TO $79,000. PETER SCHIFF ADMITTED HE WAS WRONG. WELL, SORT OF.
  Fundamentalist BITCOIN.COM · TERENCE ZIMWARA · FRI AUG 21 · 3:42 PM ET • NEW
• IBIT EATS THE WRAPPER CLASS — HASHDEX SHUTS FIRST SPOT BTC ETF EVER LIQUIDATED, IBIT 83% OF THURSDAY’S HAUL
  Capitalist DECRYPT · JOSE ANTONIO LANZ · FRI AUG 21 · 1:00 PM ET • NEW
• TWO TAPES, ONE INFLATION — BITCOIN $79K WHILE 47% OF BNPL USERS PAY LATE, 29% FINANCE GROCERIES
  Fundamentalist LENDINGTREE + RICHMOND FED · MEMPOLITICS SYNTHESIS · FRI AUG 21 · 12:00 PM ET • NEW
• UPDATED: SOVEREIGN COLD STORAGE — WITT SAYS SEIZED BTC SITS “IN DRAWERS OF DESKS” WHILE EO 14233 LOCKS RESERVE PERMANENT
  Fundamentalist TFTC NEWSDESK · WH DIGITAL ASSETS DIR BO WITT · FRI AUG 21 · UPDATED 10:52 AM ET • UPDATED — ARMA H.R. 8957 STATUTORY TWIN
• 13.78 CENTS TO MAKE A NICKEL — CONGRESS QUIETLY VOTES TO HOLLOW THE COIN, PENNY-1982 PLAYBOOK REPRISED
  Fundamentalist TFTC NEWSDESK · FRI AUG 21 · 8:07 AM ET • NEW
• UPDATED: TREASURY WILL BUY BACK $4 BILLION OF ITS OWN LONG-TERM BONDS AT A TIME. NOBODY WILL CALL IT MONEY PRINTING. BITCOIN JUMPED 24% ANYWAY.
  Fundamentalist COINDESK · OMKAR GODBOLE · FRI AUG 21 · UPDATED 5:17 PM ET • UPDATED — OI HITS $20.37B, CALLS 59%
• UPDATED: STRATEGY BTC TREASURY BACK IN PROFIT — BTC PASSES $77K, CLEARS $75,385 COST BASIS ON 840,447 COINS. YTD +$450M. PHONG LE SAYS RESUMED BUYING BEFORE YEAR-END.
  Capitalist COINTELEGRAPH · WILLIAM SUBERG · FRI AUG 21 · UPDATED 11:38 AM ET • UPDATED — STRC RECOVERS TOWARD $100 PAR
• MARTY BENT ON THE TRIFFIN DILEMMA — GOLD CONVERTIBILITY DIED IN 1971, THE RESERVE TRAP DIDN’T. THE INDUSTRIAL BASE IS PAYING THE TAB.
  Fundamentalist TFTC · MARTY BENT · THU AUG 20 · 10:29 PM ET • NEW
• BTC TOPS $75,000 — FIRST TIME SINCE LATE MAY. +19% ON THE WEEK. JAMES CHECK: “BEARS IN PAIN, RIGHT NOW.”
  Capitalist COINDESK · STEPHEN ALPHER · THU AUG 20 · 9:55 PM ET • NEW
• HARDWARE WALLET VENDOR RESPONSE MAP — BITKEY, BLOCKSTREAM JADE, FOUNDATION PASSPORT LED IN HOURS. LEDGER TOOK 14. NGRAVE + ELLIPAL SAID “WORLD’S SAFEST.”
  Maximalist BITCOIN.COM · LINAS KMIELIAUSKAS · THU AUG 20 · 9:01 PM ET • NEW
• MIT + COMMONS CLAUSE IS NOT OPEN SOURCE — COLDCARD FLIPPED THE LICENSE FOUR MONTHS BEFORE THE ENTROPY BUG THAT DRAINED 1,596 BTC. FOSS IS A SECURITY VARIABLE.
  Maximalist TFTC · NEWSDESK · THU AUG 20 · 5:06 PM ET • NEW
• BITCOIN CROSSES 200-DAY MOVING AVERAGE FOR FIRST TIME SINCE NOVEMBER 2025 — 9-MONTH BEAR TREND WEAKENING, SONDERGAARD’S CONFIRM LEVEL LOCKED
  Capitalist COINTELEGRAPH · SAM BOURGI · THU AUG 20 · 5:03 PM ET • NEW
• SECTION 10604 + SECTION 10605 — THE OPEN-SOURCE DEVELOPER SHIELD AND THE KEEP YOUR COINS ACT DIE IF CLARITY FAILS SEPT 15. POLYMARKET SAYS 25%.
  Maximalist TFTC · NEWSDESK · THU AUG 20 · 3:07 PM ET • NEW
• SELIG PUTS CFTC STAFF ON NOTICE — CRYPTO MARKET-STRUCTURE RULEMAKING IF CLARITY STALLS. TWO-TRACK PATHWAY LOCKED IN.
  Capitalist COINDESK · JESSE HAMILTON · THU AUG 20 · 2:54 PM ET • NEW
• SCHIFF CALLS $72K A “FAKEOUT” AND PREDICTS FED QE IN THE SAME BREATH — TRAPPED POSITION IS THE POSITION
  Fundamentalist BITCOIN.COM · SERGIO GOSCHENKO · THU AUG 20 · 2:32 PM ET • NEW
• LACY HUNT ABANDONS DEFLATION THESIS — HOISINGTON CUTS BOND DURATION FROM 21 YEARS TO UNDER ONE, PROJECTS 3.5-4.5% STRUCTURAL INFLATION
  Fundamentalist TFTC · NEWSDESK · THU AUG 20 · 2:07 PM ET • NEW
• TRUMP “BULLISH” ON CLARITY IN THE OVAL OFFICE — NASDAQ, ICE, KRAKEN, COINBASE, RIPPLE CEOs IN THE ROOM. STRATEGIC BTC RESERVE BROUGHT UP. SEPT 15 IS THE SENATE MARKER.
  Capitalist THE BLOCK · SARAH WYNN · THU AUG 20 · 1:44 PM ET • NEW
• STRIPE BUYS OPENROUTER — MARTY BENT NAMES THE AGENT-ECONOMY MONOPOLY PLAY, BITCOIN IS THE ONLY COUNTERWEIGHT LEFT
  Technologist TFTC · MARTY BENT · THU AUG 20 · 12:40 PM ET • NEW
• RISK DIMENSIONS CIO CALLS $180K — TREASURY BUYBACKS EASE THE MACRO HEADWIND, CLARITY ACT SEPT 15 IS THE NEAR-TERM RISK
  Capitalist COINDESK · HELENE BRAUN · THU AUG 20 · 12:17 PM ET • NEW
• BITCOIN MINERS SPENT $5B ON AI CAPEX AND MADE $341M — THE 15-TO-1 GAP IS THE INFRASTRUCTURE PIVOT PRICE TAG
  Technologist COINTELEGRAPH · SAM BOURGI · THU AUG 20 · 12:12 PM ET • NEW
• TRUMP CALLS “ECONOMIC D-DAY” ON IRAN — YIELDS SNAP BACK, BTC PRINTS $72.5K, TREASURY INTERVENTION LASTED 24 HOURS
  Fundamentalist COINTELEGRAPH · WILLIAM SUBERG · THU AUG 20 · 11:40 AM ET • NEW
• “SIX SECURITIES. ONE STRATEGY.” — SAYLOR RE-PUBLISHES THE CAP-STRUCTURE STACK EVERY COPYCAT IS TRYING TO BUILD
  Capitalist BITCOIN.COM · KEVIN HELMS · THU AUG 20 · 11:17 AM ET • NEW
• 2014 WHALES MOVED $86M TO SEGWIT — NO EXCHANGE, NO SELL, 16,645% ON PAPER AND STILL HOLDING
  Maximalist BITCOIN.COM · JAMIE REDMAN · THU AUG 20 · 10:13 AM ET • NEW
• MILEI CRUSHED 211% INFLATION BY SHRINKING M2 — GERMANY CAN’T KILL 2.8% BECAUSE THE SPREADS WOULD SNAP
  Fundamentalist TFTC NEWSDESK · THU AUG 20 · 7:07 AM ET • NEW
• WRAPPER TRADE DELIVERS — $517M INTO SPOT BTC ETFs, BIGGEST DAY SINCE MAY
  Capitalist COINDESK · SHAURYA MALWA · THU AUG 20 · 6:21 AM ET • NEW
• RECORD $2.74B IN SHORTS WIPED — BIGGEST PURE SHORT-SQUEEZE SINCE COINGLASS BEGAN COUNTING
  Fundamentalist COINDESK · SHAURYA MALWA · THU AUG 20 · 4:29 AM ET • NEW
• BIP-110 REPLAY ATTACK LOADED — BLAKE2B FORK TARGETS SEPT 1, OPT-IN PROTECTION LEAVES WALLETS EXPOSED
  Technologist BITCOIN.COM · JAMIE REDMAN · WED AUG 19 · 8:25 PM ET • NEW
• MARTY BENT FINDS THE BITCOIN ETHOS IN KOCH’S 86-YEAR BOOK — PRINCIPLE-BASED MANAGEMENT IS AUSTRIAN ECONOMICS OPERATIONALIZED
  Fundamentalist TFTC · MARTY BENT + CHASE KOCH · WED AUG 19 · 2:50 PM CT • NEW
• OCC PROMISES GENIUS RULES BY NOVEMBER — BANK-STABLECOIN CHARTERS INBOUND, THE DOLLAR’S BLOCKCHAIN HEDGE LOADS UP
  Fundamentalist THE BLOCK · SARAH WYNN · WED AUG 19 · 1:03 PM ET • NEW
• ELLISON: FIVE-YEAR CFTC TRADING BAN — WRAPPER CLASS BURNED. NOT YOUR KEYS. NOT YOUR COINS.
  Maximalist BITCOIN.COM · KEVIN HELMS · WED AUG 19 · 12:25 PM ET • NEW
• TREASURY DOUBLES LONG-END BUYBACK CAP TO $4B — YIELD SUPPRESSION BY ANOTHER NAME, DEBT-SPIRAL TRAP JUST WENT LIVE
  Fundamentalist TFTC · TREASURY PRESS SB0607 · WED AUG 19 • NEW
• HSBC + STANDARD CHARTERED SETTLE ON SWIFT'S 24/7 LEDGER — BANKS CATCH UP TO WHAT BITCOIN DID IN 2009
  Technologist COINDESK · OLIVIER ACUNA · WED AUG 19 • NEW
• BTC HOLDS $64K IN SIX-WEEK RANGE AS 30-YEAR TREASURY HITS 5.33% — FED MINUTES DUE, LONG END KEEPS REPRICING
  Fundamentalist COINDESK MARKETS · OLIVER KNIGHT · WED AUG 19 • NEW
• ASIC PULLS 3,106 CRYPTO SCAMS AS AI DEEPFAKE NETWORKS TARGET AUSSIE SAVINGS — CUSTODY IS THE ATTACK SURFACE
  Fundamentalist BITCOIN.COM · ASIC MEDIA RELEASE · WED AUG 19 • NEW
• COINBASE X402 HITS 14M AGENT PAYMENTS IN 30 DAYS — USDC IS THE MACHINE-TO-MACHINE MONETARY LAYER
  Technologist BITCOIN.COM · TOKEN TERMINAL · WED AUG 19 • NEW
• ABA CEO WANTS TO STRENGTHEN CLARITY ACT — BANKS FIGHT STABLECOIN YIELD-SUBSTITUTE THAT COMPETES WITH DEPOSITS
  Fundamentalist COINDESK OPINION · ROB NICHOLS / ABA · WED AUG 19 • NEW
• BLACKROCK RE-UNDERWRITES BITCOIN — 50% DROP IS POSITIONING NOT THESIS, 1-2% ALLOCATION HOLDS
  Capitalist BITCOIN.COM · BLACKROCK REPORT · WED AUG 19 • NEW
• US BTC ETFs +$951M IN AUGUST — IBIT LEADS $143M TUESDAY, INSTITUTIONAL FLOW COMPOUNDS THROUGH THE PULLBACK
  Capitalist COINTELEGRAPH · SOSOVALUE · WED AUG 19 • NEW
• ZHIBAO PAYS FOR NASDAQ PIPE IN BITCOIN — 2,380 BTC ON-CHAIN AS MONEY OF ACCOUNT, ENTIRE C-SUITE SWEPT OUT AT CLOSE
  Capitalist TFTC + SEC 6-K · TUE AUG 19 · ZBAO NASDAQ • NEW
• USDU LANDS ON BITCOIN.COM — ‘REGISTERED WITH THE UAE CENTRAL BANK’ IS NOT THE SAME AS ‘HELD BY YOU’
  Fundamentalist BITCOIN.COM PRESS RELEASE · TUE AUG 18 • NEW
• $25M IN KALSHI PARLAY FEES IN 16 DAYS — WHEN COMPOUNDING DIED, GAMBLING BECAME THE PLAN
  Fundamentalist BITCOIN.COM · INGAME · TUE AUG 18 • NEW
• BINANCE MAILED THE DOSSIER — RUSSIA JAILS $700 UKRAINE DONOR, SELF-CUSTODY WOULD HAVE HELD NOTHING TO SEND
  Maximalist TFTC + REUTERS · MON AUG 17 · FIRST DEPARTMENT DOCS • NEW
• RIOT SHEDS 9,665 BTC IN H1 — MINERS STOP KEEPING THE COINS THEY MINE, ANTHROPIC RENT IS DUE
  Technologist BITCOIN.COM · TUE AUG 18 · RIOT 10-Q + SEC.GOV • NEW
• ATKINS BUILDS THE ONSHORE PATH — SEC PROPOSES REG CRYPTO ASSETS AS THE EXIT RAMP ISSUERS ASKED FOR
  Capitalist BITCOIN.COM · TUE AUG 18 · ATKINS + PEIRCE + UYEDA • NEW
• UAE FREEZES TEHRAN — 30-YEAR CROSSES 5.32%, LONG END MARKS THE FISCAL MATH WASHINGTON WON’T
  Fundamentalist TFTC NEWSDESK · TUE AUG 18 · 30YR 5.32% • NEW
• SCHIFF STILL WAITING — ‘NOT SURE WHY’ BITCOIN WON’T CRACK HIS $65K CEILING
  Counter-voice BITCOIN.COM · TUE AUG 18 · SCHIFF • NEW
• SAMMONS BONDS REPRICE — MARTY’S FUSE MEETS THE INSURANCE BOMB, PUBLIC CREDIT MARKS THE OPACITY
  Fundamentalist MARTY BENT · TFTC · TUE AUG 18 • NEW
• SEC PROPOSES ‘REGULATION CRYPTO ASSETS’ — $5M SAFE HARBOR + $75M ANNUAL, BITCOIN NEEDED NONE OF IT
  Maximalist @ELEANORTERRETT + SEC.GOV · TUE AUG 18 · PAUL ATKINS PROPOSAL • NEW
• THE STACK MERGED — KRAKEN OPENS 7,000 US STOCKS + 700 xSTOCKS + 600 CRYPTO TO EEA, COMMISSION-FREE
  Capitalist NEWS.BITCOIN.COM · TUE AUG 18 · KRAKEN + PAYWARD EUROPE • NEW
• HOLD FOUR YEARS OR HOLD NOTHING — SAYLOR TO STRATEGY Q&A, ‘NO USEFUL WISDOM’ FOR TRADERS
  Capitalist BENZINGA · TUE AUG 18 · STRATEGY Q&A MONDAY • NEW
• AWAKENED — 8.54 BTC HELD SINCE JUNE 2011 MOVES ON-CHAIN, 461,981% ROUND-TRIP
  Fundamentalist DECRYPT · TUE AUG 18 · GALAXY RESEARCH ON-CHAIN • NEW
• TOKYO OPENS A NASDAQ SLEEVE — METAPLANET SEEDS 2,100 BTC INTO ‘SUPERPLANET’ (SUPA), TAKES 95.7%
  Capitalist @gerovich · tue aug 18 · pre-market • NEW
• SCHIFF STILL DOESN’T UNDERSTAND — “ANY IDEAS WHAT’S PROPPING IT UP?”
  Capitalist @PeterSchiff · mon aug 17 · 1:53 PM ET • NEW
• STRATEGY REFILLS THE RESERVE — $150M USD, $132M STRC BOUGHT BACK, ₿840,447 UNCHANGED
  Capitalist @saylor · mon aug 17 · 8:00 AM ET • NEW
• UBS RAMPS IBIT CALLS 24-FOLD — THE SHARE COUNT IS STILL BELOW DECEMBER
  Capitalist coindesk · sat aug 15 · q2 13f • NEW
• RUSSIA DECREES MOSCOW MINING BAN THROUGH 2032 — DECENTRALIZATION BY DECREE
  Technologist coindesk · sat aug 15 · decree no. 936 • NEW
• SAFEPAL BREACH — 39,798 SHIPPING ADDRESSES EXPOSED
  Maximalist news.bitcoin.com · sun aug 16 · 9:45 PM ET • NEW
• WGC CEO CALLS BITCOIN TO ZERO — WHILE BUILDING TOKENIZED GOLD FOR 2026
  Fundamentalist news.bitcoin.com · sat aug 16 · david tait interview • NEW
• WHITE HOUSE CRYPTO MEETING AUG 19 — ISSUERS AT THE TABLE, BITCOIN ISN'T
  Fundamentalist news.bitcoin.com · sat aug 15 · eisenhower building convening • NEW
• CITI CEO BACKS CLARITY ACT — FIGHTS THE STABLECOIN YIELD PROVISION
  Capitalist @FoxBusiness (Mornings with Maria) · wed aug 13 · 8:12 AM ET • NEW
• SPOT BTC ETFS POST FIRST TWO-DAY DRAWDOWN SINCE JULY — PASSIVE BID SHOWS ITS FIRST CRACK
  Capitalist CoinDesk · fri aug 14 · 8:00 AM ET • NEW
• SEC PUNTS TOKENIZATION RULES TOO — DAY-TWO OF THE STATE DELIBERATING WITH ITSELF
  Fundamentalist CoinDesk Policy · thu aug 13 · 5:00 PM ET • NEW
• JPMORGAN CUTS POLYMARKET LOOSE — THE FIAT RAILS REJECT WHAT THE NETWORK ALREADY SETTLES
  Fundamentalist FT via CoinDesk · fri aug 14 · 3:00 AM ET • NEW
• COLDCARD LOSSES HIT $112M — GALAXY RESEARCH CALLS THE MAXIMALIST-PURITY ERA OVER
  Maximalist @intangiblecoins (Galaxy Research) · fri aug 14 · 12:43 PM ET • NEW
• CITI CEO OPPOSES CLARITY ACT — SIXTH INSTITUTION IN SEVEN DAYS
  Fundamentalist @BitcoinArchive · fri aug 14 · 7:18 AM ET • NEW
• STRATEGY GOES ON RECORD — SAYLOR'S FOUR-MARKETS DEFENSE HITS THE CORPORATE X
  Capitalist @Strategy · fri aug 14 · 5:00 AM ET • NEW
• ISRAEL'S LARGEST BANK ADDS BITCOIN — BANK LEUMI JOINS THE WRAPPER PHASE
  Fundamentalist CoinDesk · fri aug 14 · 6:00 AM ET • NEW
• TOKENIZATION STOCKS SLIP ON SEC DELAY — THE PAPER PUNT HITS THE TAPE
  Capitalist CoinDesk · fri aug 14 · 10:00 AM ET • NEW
• JPMORGAN CUTS POLYMARKET LOOSE — THE FIAT RAILS REJECT WHAT THE NETWORK ALREADY SETTLES
  Fundamentalist FT via CoinDesk · fri aug 14 · 3:00 AM ET • NEW
• SEC PUNTS TOKENIZATION RULES TOO — DAY-TWO OF THE STATE DELIBERATING WITH ITSELF
  Fundamentalist CoinDesk Policy · thu aug 13 · 5:00 PM ET • NEW
• SPOT BTC ETFS POST FIRST TWO-DAY DRAWDOWN SINCE JULY — PASSIVE BID SHOWS ITS FIRST CRACK
  Capitalist CoinDesk · fri aug 14 · 8:00 AM ET • NEW
• SAYLOR SHIPS $STRC TO BRAZIL — DIGY11 EXPORTS THE CAP-STRUCTURE
  Capitalist @saylor + OranjeBTC (B3 listing) · wed aug 13 · 6:00 PM ET • NEW
• MSCI COMES FOR STRATEGY AGAIN — WHILE THE SEC PUNTS ITSELF INTO NEXT MONTH
  Capitalist @AdamBLiv + @EleanorTerrett · thu aug 13 · 3:15 PM ET • NEW
• PUBLIC MINERS CUT HASHRATE 13.4% Q/Q — SAME SILICON, TWO REVENUE STREAMS. THE SECURITY MODEL IS BEING RESHAPED IN PUBLIC.
  Technologist CoinDesk + Blockspace + Hashrate Index · thu aug 13 · 11:15 AM ET • NEW
• UBS BOOSTS BTC ETF STAKE 230% TO $90M — $6T SWISS BANK COMPOUNDS INTO THE WRAPPER
  Capitalist SEC EDGAR (UBS 13F-HR) + @pete_rizzo_ · thu aug 13 · 10:52 AM ET • NEW
• SAYLOR NAMES THE STACK — BITCOIN IS DIGITAL CAPITAL. STRC IS DIGITAL CREDIT. STABLECOINS ARE THE TRANSACTIONAL END.
  Capitalist Cointelegraph + crypto.news + Strategy World · thu aug 13 · 10:30 AM ET • NEW
• 30-YEAR AT 5.24% — 27 DAYS ABOVE 5%, LONGEST RUN SINCE 2007. THE LONG END IS VOTING.
  Fundamentalist Bloomberg + FRED + BofA GFMS · thu aug 13 · 10:07 AM ET • NEW
• TREZOR-SHIPMONK BREACH — 13,689 CUSTOMERS. NOT THE SEEDS. THE ORDER RECORDS.
  Maximalist Trezor + Decrypt + BitcoinNews · thu aug 13 · 9:35 AM ET • NEW
• METAPLANET LAUNCHES BITBONDS — $1.3M FIRST SALE, 4-4.3% YIELD, JAPANESE RETAIL BUYS BITCOIN-TREASURY DEBT
  Capitalist CoinDesk + Metaplanet IR · thu aug 13 · 9:22 AM ET • NEW
• TSMC EX-EXECUTIVE INDICTED FOR CHINA CHIP LEAK — TSMC + SONY POOL $6.32B FOR JAPAN FAB. THE SILICON RE-ROUTE IS UNDERWAY.
  Technologist Domino Theory Taiwan tech update · wed aug 12 · 11:24 PM ET • NEW
• FRANKLIN TEMPLETON'S ONCHAIN MONEY MARKET FUND ($FOBXX) CLEARED BY SEC FOR INSTITUTIONAL CASH MANAGEMENT
  Capitalist @EleanorTerrett + SEC Division of Investment Management · wed aug 12 · 10:43 PM ET • NEW
• SCHIFF SAYS: AI IS BITCOIN’S BIGGEST THREAT — THE ONE ASSET AI CAN’T INFLATE
  Counter-Voice BITCOIN.COM · JAMIE REDMAN · SUN AUG 23 · 3:19 PM ET • NEW
• AI IS BUYING THE POWER — TETHER LOSES $120M URUGUAY MINE, 150 EH/S OFF THE NETWORK, RIOT AND KEEL PIVOT TO AI
  Technologist THE BLOCK / REUTERS + BITCOIN.COM / JAMIE REDMAN · SUN AUG 23 · 2:15 PM ET • NEW
• SAYLOR TWEETS PHILOSOPHY WHILE STRATEGY SELLS — NO BUY SINCE JUNE 22, FOUR SALES TOTALING 6,916 BTC
  Capitalist Bitcoin.com / Kevin Helms · Strategy 8-K Aug 17 · SUN AUG 23 • NEW
• GRAYSCALE CALLS THE TURN — BITCOIN DOWN 50% FROM PEAK, HALF THE USUAL 80% CYCLE DRAWDOWN. SHALLOWEST BEAR IN BITCOIN HISTORY.
  Fundamentalist BITCOIN.COM · KEVIN HELMS · GRAYSCALE X POST AUG 22 · SAT AUG 22 · 10:30 PM ET • NEW
• FORMER PIMCO BOSS SAYS THE BOND SELLOFF IS “NO ORDINARY” ONE. NET INTEREST ON THE DEBT IS NOW $963 BILLION. SECOND ONLY TO SOCIAL SECURITY.
  Fundamentalist MONEYWISE · ERIC ESPOSITO · EL-ERIAN NYT OP-ED · SAT AUG 22 · 6:58 PM ET • NEW
• WRAPPER-CLASS DESKS SIGN THE $80K MEMO — BERNSTEIN CALLS “LIQUIDITY-DRIVEN MOMENTUM SHIFT” AS ETF FLOWS REBOUND
  Capitalist THE BLOCK · JAMES HUNT · FRI AUG 21 · 6:57 AM ET • NEW
• COREWEAVE +18%, SUPER MICRO +9% ON Q2 BEATS — THE AI INFRA BUILDOUT IS EARNING ITS CAPITAL RAISES
  Capitalist Seeking Alpha + Q2 earnings post-close · wed aug 12 · 9:59 PM ET • NEW
• CUSTODIA'S SUPREME COURT PETITION — BLOCKCHAIN ASSOCIATION FILES AMICUS. THE FED'S DOOR EITHER HAS A LOCK OR IT DOESN'T.
  Fundamentalist @EleanorTerrett + Blockchain Association filing · wed aug 12 · 9:16 PM ET • NEW
• METAPLANET MOVED 3,881 BTC BETWEEN ITS OWN WALLETS TODAY — THE STORY IS THE DISCLOSURE GAP, NOT THE COINS
  Capitalist CoinDesk + Arkham + Lookonchain · wed aug 12 · 8:20 PM ET • NEW
• THE TREASURY-OPERATOR CLASS COMPOUNDED THIS WEEK — TRUMP MEDIA, TWENTY ONE, RUMBLE, GOLDMAN. FOUR MOVES, THREE SCALE TIERS, ONE THESIS EXECUTING IN PUBLIC.
  Capitalist Mempolitics synthesis · wed aug 12 · 5:19 PM ET • NEW
• GOLDMAN ACQUIRES NEOS FOR $2.25B — BITCOIN INCOME ETFs UNDER GOLDMAN ASSET MANAGEMENT. THE WALL STREET DIGITAL CREDIT PLAY LANDS.
  Capitalist The Block + Bloomberg + Yahoo Finance + @BitcoinArchive · wed aug 12 • NEW
• "WE ARE HUMBLY TRYING TO BUILD WHAT BERKSHIRE DID" — TWENTY ONE CAPITAL'S 43,514 BITCOIN, ZAGURY AT THE HELM, MALLERS'S SOVEREIGNTY VEHICLE
  Capitalist @SimplyBitcoin repost of Zagury interview · wed aug 12 • NEW
• CPI JULY LANDS — ELECTRICITY HELD FLAT WHILE THE ENERGY INDEX FELL 1.5%. AI COMPUTE + BITCOIN MINING ABSORBING WHAT WOULD HAVE PRINTED AS DEFLATION.
  Fundamentalist BLS CPI July release + @zerohedge repost · wed aug 12 • NEW
• CATHIE WOOD BACKS THE BPI AI LETTER — THE CAP TIER JUST AMPLIFIED THE TECH TIER'S POSITION
  Capitalist @CathieDWood · tue aug 11 · 2:19 PM ET · ARK Invest CEO • NEW
• PEER-REVIEWED — 20MW BITCOIN MINER ABSORBS 83% OF IRELAND'S WIND CURTAILMENT AND LIFTS FARM REVENUE 32%
  Technologist ScienceDirect / Energy Economics + Simply Bitcoin repost · tue aug 11 • NEW
• NVK'S DEFENSE: 'AI DID IT' — SECURITY EXPERTS: 'A BUILD FLAG DISABLED THE RNG FOR FIVE YEARS AND A HUMAN SHOULD HAVE CAUGHT IT.'
  Maximalist Forbes + Protos investigative · tue aug 11 · 12:34 PM ET • NEW
• KNOTS PICKS A NEW PROOF-OF-WORK ALGORITHM AT 14:00 UTC — THE EXIT RAMP OPENS. THIS IS THE FORK THAT ACTUALLY FORKS.
  Technologist Bitcoin Knots protocol notice + crypto.news · tue aug 11 · 11:58 AM ET • NEW
• STRATEGY NAMES ITS NEXT BUSINESS — DIGITAL CREDIT AS A NEW ASSET CLASS. THE ACCUMULATION ERA IS OVER.
  Capitalist Strategy 8-K synthesis + Cathie Wood commentary · tue aug 11 · 11:22 AM ET • NEW
• TRUMP MEDIA FLIPS TESLA — TAKES 12TH LARGEST BITCOIN TREASURY SEAT ON A $238M Q2 LOSS. THE UNWIND JUST BECAME A STRATEGY.
  Capitalist DJT Q2 10-Q filing + @BitcoinTreasuries · tue aug 11 · 10:46 AM ET • NEW
• OCEAN HIJACKED THEIR OWN MINERS' HASHRATE — 18 HOURS, NO CONSENT. THE POOL BROKE ITS OWN TEMPLATE-SOVEREIGNTY PROMISE.
  Technologist news.bitcoin.com investigation · tue aug 11 · 10:10 AM ET · corroborated by Yahoo Finance / CryptoRank / CoinDesk • NEW
• NVK IS DELETING X POSTS AS COLDCARD LOSSES TOP $130M — TWO OPERATOR RESPONSES TO BEING WRONG. ONE PRESERVES THE RECORD. ONE SCRUBS IT.
  Maximalist Protos investigative · mon aug 10 · based on Aug 7 report · corroborated by @peterktodd, @zherbert, @mattkratter, @hodlonaut • NEW
• TRUMP MEDIA DISCLOSES 14,139 BTC — $905M TREASURY, THE UNWIND JUST FLIPPED
  Capitalist @WatcherGuru · mon aug 10 · 2:47 PM ET · 76.9K views • NEW
• PHONG LE ON FOX BUSINESS — STRATEGY BUYING 175K BTC THIS YEAR, WORLD'S LARGEST INSTITUTIONAL HOLDER, JPMORGAN OF THE DIGITAL ECONOMY
  Capitalist @phongle on @FoxBusiness w/ @LizClaman · mon aug 10 · 2:28 PM ET • NEW
• DASHJR AND BITCOIN MECHANIC TAKE OCEAN SABBATICAL — POST-BIP-110 LEADERSHIP EXIT COMPLETES THE FORK RESOLUTION
  Technologist @LukeDashjr + @SimplyBitcoin · mon aug 10 · 1:54 PM ET / 2:30 PM ET • NEW
• STRATEGY 8-K — $650M USD RESERVE, $109M STRC REPURCHASE, 3,328 BTC OUT IN 14 DAYS, USD DURATION 2.7 YEARS
  Capitalist Strategy 8-K · mon aug 10 · 8:03 AM ET · treasury under 840,447 BTC • NEW
• LUMMIS — COMMUNITY BANKS + STABLECOINS AREN'T IN CONFLICT. DEPOSIT-FLIGHT NARRATIVE REFUTED.
  Fundamentalist @SenLummis · mon aug 10 · senate banking digital assets chair • NEW
• BPI + COALITION FILE AI LETTER — ANCHORAGE, BLOCKSTREAM, BITWISE, CASA, CHAINCODE, OPTECH, COINBASE, BITGO. THE OPEN-SOURCE DEFENDERS SHOW UP ON FRONTIER MODELS.
  Technologist @bitcoinpolicy · mon aug 10 · joint industry letter • NEW
• MONDAY OPENS THE RELOAD WINDOW — SAYLOR 8-K, BITMEX SUNSET, FED PAUSE MATH ALL LAND IN ONE TAPE
  Fundamentalist Editorial synthesis · sun aug 9 · setup • NEW
• BITMEX SUNSETS THE PRIMITIVE IT INVENTED — THE PERPETUAL SWAP LIVES ON WITHOUT ITS AUTHOR
  Technologist Editorial synthesis · sun aug 9 • NEW
• STRATEGY SITS ON $4B CASH INTO MONDAY 8-K — THE AMMO IS LOADED, THE QUESTION IS WHERE IT POINTS
  Capitalist Editorial synthesis · sun aug 9 · setup • NEW
• THE MAXIMALIST TIER STAYED SILENT ON BIP-110 — YAZBECK, ODELL, BENT DIDN'T AMPLIFY DASHJR. THAT IS SOVEREIGNTY-CLASS MATURITY.
  Maximalist editorial synthesis · sovereignty-class silence read · sun aug 9 · 2:00 AM ET • NEW
• LOAECS WARNING — SELL THE FORK COINS, LOSE THE REAL ONES
  Maximalist CoinDesk · sat aug 8 · 12:00 AM ET • NEW
• BIP-110 CHAIN SPLIT — BLOCK 961,632 REJECTED. THE FORK HAPPENED. OCEAN’S DATUM PROTOCOL PROVED MINER SOVEREIGNTY. BITCOIN CONTINUES NORMALLY.
  Technologist TFTC + Tone Vays live · sat aug 8 · 12:40 PM ET • NEW
• LUMMIS “CLEARING THE WAY” — CLOTURE ON THE MOTION TO PROCEED IS NOT A CLARITY VOTE. TWO VOTES AND A DEBATE CYCLE STILL SEPARATE THE SENATE FROM THE BILL.
  Capitalist @SenLummis QT / @SenateCloakroom · sat aug 8 · 2:47 AM ET • NEW
• COLDCARD FALLOUT SURFACES ON-CHAIN — 210,000 BTC LEAVES OLD WALLETS AS LTHs REBUILD CUSTODY
  Maximalist CoinDesk · fri aug 7 · 10:30 PM ET • NEW
• IBIT BOOKS FOUR STRAIGHT — $604M IN, JULY'S BLEED CLOSES
  Fundamentalist Cryptobriefing · sat aug 8 · 8:00 AM ET • NEW
• LOPP — "AI IS RESHAPING WALLET SECURITY." THE DEFENDER'S CLOCK IS BEHIND.
  Maximalist Cryptopolitan · sat aug 8 · 6:00 AM ET • NEW
• JULY LOSES 23K JOBS — FUTURES PRICE 56% FED PAUSE, BTC TAGS $65.3K
  Fundamentalist Yahoo Finance · sat aug 8 · 4:30 AM ET • NEW
• TRUMP MEDIA UNWINDS CRYPTO.COM — CRO TREASURY BURIED, MEDIA CORE WINS
  Capitalist Axios · sat aug 8 · 3:00 AM ET • NEW
• BOJ YEN RESCUE — QUIETLY UNWINDING THE TRADE THAT BUILT METAPLANET
  Fundamentalist Blockhead · sat aug 8 · 1:30 AM ET • NEW
• SAYLOR ON DIARY OF A CEO — CHATGPT DESIGNED STRC. 3.2% BREAKEVEN. THE TREASURY IS THE FUEL. THE ARCHITECTURE WORKS.
  Capitalist Fortune / Singju Post transcript · fri aug 7 · 9:00 AM ET • NEW
• TFTC OPENS THE COLDCARD FILE — NINE FIGURES, ONE RNG, FIVE YEARS OF SILENT ENTROPY.
  Maximalist TFTC / O'Beirne · thu aug 6 · 7:00 AM ET • NEW
• TRUMP MEDIA CASHES THE FIRST TRUTH API CHECK — $555M UNDERWATER ON BTC, BUT THE SUBS ARE LIVE.
  Capitalist Blockhead · thu aug 6 · 4:45 AM ET • NEW
• THE INHERITANCE TIME BOMB — SELF-CUSTODY'S NEXT REGRET ISN'T THE FIRMWARE, IT'S THE ESTATE PLAN.
  Maximalist Cryptoslate · thu aug 6 · 3:30 AM ET • NEW
• SAYLOR REPOSTS THE FLYWHEEL — BIGGEST COMPANY EVER, PAID FOR WITH THE BITCOIN WE JUST SOLD.
  Capitalist Benzinga / Strategy X · thu aug 6 · 2:00 PM ET • NEW
• ZEUS PULLS INFRASTRUCTURE OFFLINE — THIRD LIGHTNING SERVICE DOWN IN A WEEK. FUNDS INTACT. TRUST ISN'T.
  Maximalist Cryptopolitan · wed aug 5 · 11:00 PM ET • NEW
• CANTOR MARKS BITDEER UP — $18 TARGET SAYS THE MINING BETA IS DEAD, THE INFRA MULTIPLE IS HERE.
  Capitalist Seeking Alpha / Cantor · thu aug 6 · 8:15 PM ET • NEW
• SENATE PUNTS CLARITY ACT PAST RECESS — THUNE CONFIRMS NO VOTE UNTIL SEPTEMBER. WRAPPER CLASS WAITS FOR PERMISSION BITCOIN DOESN'T NEED.
  Capitalist CoinDesk / Watcher.Guru · thu aug 6 · 6:51 PM ET • NEW
• THE PSEUDONYM AND THE CTO ARE ONE PERSON — 58 COMMITS BY ‘SWITCK’ CARRY PETER GRAY’S GPG SIGNATURE.
  Technologist jamesob GPG analysis · coldcard docs firmware key attribution · wed aug 5 · 11:00 PM ET • NEW
• BITDEER LEASES 121 MW IN NORWAY FOR $4.7B — AI COLO IS THE MINER'S REAL BUSINESS NOW
  Capitalist Bitdeer IR / GlobeNewswire · Aug 4 2026 • NEW
• NIKKEI, KOSPI CRACK ON AI SPEND FEARS — BITCOIN SITS OUT THE SELLOFF TOO
  Fundamentalist CoinDesk · Aug 5 2026 (Asia AM read) • NEW
• WASHINGTON DOUBLES DOWN ON HORMUZ — SIGNS BOSASO BASE ON THE OTHER END OF THE CHOKE
  Fundamentalist Antiwar.com · Aug 3 2026 • NEW
• S&P PRINTS RECORDS — BITCOIN DOESN'T CARE. INTERNAL DRAG, NOT MACRO.
  Fundamentalist CoinDesk · Aug 5 2026 • NEW
• LIGHTNING WALLETS SCRAMBLE TO PLUG THE BOLTZ-SHAPED HOLE — AQUA, ZEUS, BULL BITCOIN IMPROVISE COVER
  Maximalist TFTC · Aug 3 2026 (ecosystem impact ongoing) • NEW
• SWAN CEO KLIPPSTEN — COLDCARD BLAST PUSHES OPERATORS INTO COLLABORATIVE MULTISIG. "NO SINGLE DEVICE."
  Maximalist CoinDesk · Aug 5 2026 • NEW
• BOLTZ SHUTS DOWN INDEFINITELY — AI-ACCELERATED ATTACKERS OUTRUN SMALL OPEN-SOURCE BITCOIN TEAMS. "A MAJOR PARADIGM SHIFT."
  Technologist @Boltzhq X · posted aug 3 · 526K+ views • NEW
• STRATEGY SELLS THE HARDEST MONEY — 1,638 BTC OUT AT $63,957. THE C-SUITE MESSAGING STEERS AROUND IT.
  Capitalist SEC EDGAR · 8-K acc 0001193125-26-329565 · mon aug 3 · 8:00 AM ET • NEW
• IBIT REDEEMS $122.7M, FBTC $54.8M — SPOT BTC ETFs BLEED $265M. THIRD STRAIGHT QUARTER OUT.
  Fundamentalist news.bitcoin.com / SoSoValue · sat aug 1 · jul 31 flow print • NEW
• TRUMP MEDIA DUMPS ANOTHER 2,628 BTC — WRAPPER TREASURY $555M UNDERWATER. THE DISCIPLINE GAP SHOWS.
  Fundamentalist Blockonomi / Lookonchain · sun aug 2 · 8:27 AM ET • NEW
• LEDGER, TREZOR NOT AFFECTED — DIFFERENT ENTROPY STACKS. HARDWARE-WALLET CLASS SORTS ITSELF IN UNDER 48 HOURS.
  Technologist AMBCrypto · Benjamin Njiri · Ledger, Trezor say ‘funds are safe’ · sun aug 2 · 1:00 AM ET • NEW
• DIFFICULTY DOWN 14% — SECOND YOY DROP IN NETWORK HISTORY. THE NETWORK SELF-REGULATES.
  Fundamentalist CoinDesk / Luxor Hashrate Index · sat aug 1 · 3:51 PM ET • NEW
• NUNCHUK ANSWERS ON THE RECORD — PLATFORM-KEY EXPOSURE DISCLOSED. CUSTOM-DERIVATION LOGIC SURFACED.
  Maximalist ChainCatcher / @nunchuk_io · multisig platform-key disclosure · sat aug 1 • NEW
• THE ATTACKER LEFT A PAID-ACCOUNT PAPER TRAIL — BLOCK ENGINEERING TRACES THE COLDCARD OPERATOR.
  Technologist CoinDesk · Shaurya Malwa · sat aug 1 · 5:55 AM ET • NEW
• WIZARD SARDINE: ONE CHARACTER STOOD BETWEEN THE SAFEGUARD AND THE DRAIN — POST-MORTEM SHIPS.
  Technologist wizardsardine.com · Kevin Loaec forensic post-mortem · sun aug 2 · 11:00 AM ET • NEW
• SAYLOR: “BITCOIN DRIVE ENGAGED.” — SUNDAY TEASE FIRES. MONDAY 8-K WINDOW OPENS IN 22 HOURS. PATTERN CONFIRMED.
  Capitalistsun aug 2 · 8:15 AM ET · @saylor X · classic Sunday tease → Monday 8-K pattern• NEW
• THIRD COLDCARD DRAIN WAVE — GALAXY RESEARCH: 1,367 BTC / 4,585 ADDRESSES CUMULATIVE. PATTERN LEGIBLE: EACH WAVE HITS MORE WALLETS FOR LESS BTC. ATTACKER SWEEPING DOWN THE VALUE DISTRIBUTION.
  Technologistsun aug 2 · 12:10 AM ET · Bitcoin Magazine + Galaxy Research• NEW
• THIS IS THE REBUILD — ROUGHNECKS DISABLES RBF TO PROTECT COLDCARD RESCUE TRANSACTIONS. LUKE DASHJR AMPLIFIES. THE MINING LAYER DEFENDS THE OPERATOR CLASS.
  Technologistsat aug 1 · 12:40 PM ET · @Roughnecks110 quoted by @LukeDashjr · mining coordination on RBF policy• NEW
• THE FRAME MATTERS — STRATEGY’S JUNE $5B BTC AUTHORIZATION IS FLEXIBILITY, NOT A MARKET-DUMP DIRECTION. $1.25B RESERVE, PREFERRED DIVIDENDS, $2B BUYBACKS.
  Capitalistsat aug 1 · 12:35 PM ET · @BitcoinArchive correcting CoinDesk framing · 30K+ views• NEW
• SECOND COLDCARD DRAIN WAVE — GALAXY RESEARCH: 1,158 BTC / 2,673 ADDRESSES CUMULATIVE. SAME PRODUCT FAILURE, SAME OPERATIONAL VECTOR, MORE VICTIMS.
  Technologistsat aug 1 · 12:20 PM ET · Bitcoin Magazine + Galaxy Research · 57K+ views• NEW
• THE NETWORK DIDN’T FAIL. THE PRODUCTS AROUND IT DID. — A PERSONAL NOTE ON WHAT MEMPOLITICS COVERS FROM HERE. IT WAS NEVER GOING TO BE QUANTUM. IT WAS ALWAYS GOING TO BE AT THE WALLET AND EXCHANGE LEVEL.
  Maximalistsat aug 1 · 10:35 AM ET · Mempolitics editorial · K · personal note• NEW
• GLASSNODE: BITCOIN’S DOLLAR-RALLY RESILIENCE JUST BROKE — WORST RELATIVE STRENGTH SINCE 2015. A FLIP OF THE RELATIONSHIP WOULD BE THE POSITIVE SIGNAL.
  Fundamentalistsat aug 1 · 10:30 AM ET · @glassnode X · BTC vs USD relative-strength read• NEW
• BLOCK ENGINEERING TRACES COLDCARD ATTACKER TO PAID BLOCKCHAIN-SERVICES ACCOUNT. PROVIDER LOGS MATCH ATTACK WORKFLOW WITH EXTRAORDINARY SPECIFICITY. INVESTIGATION SHARED WITH AUTHORITIES. CHAINALYSIS: LARGEST WALLETS TARGETED FIRST, $30M IN FIRST 10 MINUTES.
  Technologistsat aug 1 fri aug 1 · 12:15 AM ETmiddot; 12:15 AM ET · Bitcoin Magazine + CryptoBriefing + News.Bitcoin.com + Chainalysis• NEW
• 500 WALLETS DRAINED IN FOUR BLOCKS — COLDCARD SEEDS WERE ARITHMETIC. BLOCK ENGINEERING ROOT-CAUSED A BROKEN #IFNDEF CHECK. 40 BITS INSTEAD OF 128. THE ATTACKER RECALCULATED. NOT YOUR ENTROPY, NOT YOUR KEYS.
  Technologistfri jul 31 · 6:00 PM ET · CoinDesk + Block engineering + Shanaka + Sminston + Yazbeck triangulated• NEW
• ANALYSTS AGREE THE HOLD WAS HAWKISH — THE DESK SPLITS ON THE NEXT LEG.
  Fundamentalist CoinDesk · analyst desk splits on next Fed move · thu jul 30 · 10:00 PM ET • NEW
• PROTECT YOUR SOVEREIGNTY.
  Maximalistthu jul 30 · 11:35 PM ET · Coldcard Mk3 migration guide · three paths · via Coinkite advisory• NEW
• YAZBECK CALLS SELF-CUSTODY A CIVIL LIBERTY — WRAPPERS “NOT BITCOIN”.
  Maximalist Bitcoin Magazine · Yazbeck / Bitcoin 2026 keynote · thu jul 30 · 8:00 PM ET • NEW
• COLDCARD MK3 ADVISORY — SEEDS AFTER FIRMWARE 4.0.1 AT RISK. MK4 / Q / MK5 CLEAR. COINKITE SELF-DISCLOSES. SOVEREIGNTY STACK FIRE DRILL 24 HOURS AFTER TUNICK BORDER LOOPHOLE.
  Technologistthu jul 30 · 11:15 PM ET · @COLDCARDwallet X · Mk3 Security Advisory · 42.8K views• NEW
• PRE-ADMISSION FELONY — DOJ CHARGES ATLANTA MAN 5 YEARS FOR WIPING HIS OWN GRAPHENEOS PIXEL AT CBP. NO WARRANT, NO LAWYER, NO MIRANDA. AMERICAN SOIL, FICTIONAL JURISDICTION.
  Maximalistthu jul 30 · 2:15 PM ET · The Guardian + TechCrunch + 404 Media · Tunick prosecution / 18 USC 2232(a)• NEW
• 30-YEAR PRINTS 5.20% AT 19-YEAR HIGH — WARSH’S HOLD PRICED THE LONG END.
  Fundamentalist TFTC · 30yr yield 5.20% + sovereign debt read · thu jul 30 · 2:30 PM ET • NEW
• HAMMACK, KASHKARI, LOGAN — FIRST 3-DISSENTER FED VOTE SINCE 2016 SAYS THE HIKE IS LIVE.
  Fundamentalist TechTimes · Hammack/Kashkari/Logan dissent read · thu jul 30 · 1:00 PM ET • NEW
• FBTC BLEEDS $43M WHILE IBIT SWALLOWS $90M — THE WRAPPER CLASS SORTS ITSELF ON FED-HANGOVER DAY.
  Capitalist Cryptonomist · FBTC vs IBIT flow dispersion · thu jul 30 · 11:30 AM ET • NEW
• MSTR BAR IS $52 — SAYLOR TAKES THE MIC WITH 843K COINS AND FIVE WEEKS SILENT.
  Capitalist Yahoo Finance / Zacks · MSTR Q2 preview · thu jul 30 · 10:00 AM ET • NEW
• $1 TRILLION WIPED FROM US EQUITY TAPE POST-FOMC — WARSH HELD, DISSENTS PRICED HAWKISH. DEBASEMENT TRADE INTACT.
  Fundamentalist thu jul 30 · 5:00 AM ET · @WatcherGuru · post-fomc equity tape • NEW
• ONE BITCOIN TODAY — A LIFETIME OF REGRET TOMORROW IF YOU DON'T. GET-OFF-ZERO DOCTRINE, DISTILLED.
  Maximalist thu jul 30 · 3:00 AM ET · @TrendingBitcoin · get-off-zero doctrine • NEW
• AVERAGE BEAR MARKET LASTS 383 DAYS — RIVER DROPS THE BASE RATE. LONG-CYCLE ALLOCATOR HOLDS THROUGH THE MIDDLE.
  Fundamentalist thu jul 30 · 1:30 AM ET · @River · base-rate reminder • NEW
• MSTR PRICES AN 8% SWING — STRADDLE SETS THE TABLE FOR TOMORROW’S PRINT. BENCHMARK/PALMER PT STILL $570.
  Capitalist wed jul 29 · 5:15 PM ET · TipRanks · shrilekha pethe • NEW
• TAPE PRICES ITS OWN HOLD — BTC RIPS TO $64.5K BEFORE WARSH OPENS HIS MOUTH. THE NETWORK FRONT-RAN THE FED.
  Maximalist wed jul 29 · 5:05 PM ET · news.bitcoin.com · terence zimwara • NEW
• WARSH RETIRES FORWARD GUIDANCE — “NO SOFT IMPLICIT TARGET, NOT ON THIS COMMITTEE’S WATCH.” COMMUNICATION REGIME CHANGE, NOT JUST A HOLD.
  Fundamentalist wed jul 29 · 4:55 PM ET · Axios · neil irwin • NEW
• WRAPPER SHELVES CRACK — IBIT BLED 3,511 BTC IN A WEEK WHILE FBTC AND ARKB QUIETLY ADD. BLACKROCK’S MONOPOLY ISN’T.
  Capitalist wed jul 29 · 4:45 PM ET · Bitcoin Foundation · nana k. • NEW
• WARSH FED HOLDS AT 3.5-3.75 — 9-3 VOTE, HAMMACK / KASHKARI / LOGAN DISSENT FOR A HIKE. MOST OPPOSITE-DIRECTION DISSENTS SINCE 2016. FIFTH STRAIGHT HOLD. RELOAD ARRIVES CONDITIONAL. MSTR PRINTS TOMORROW.
  Fundamentalistwed jul 29 · 2:15 PM ET · CNBC / CNN / Kiplinger · Warsh FOMC hold 9-3• NEW
• VANGUARD VTSAX ADDS $3.2M TO STRIVE — $12 TRILLION PASSIVE ENGINE POURS INTO THE BTC-TREASURY WRAPPER. INDEX-FLOW MONEY DOESN’T PICK NAMES; STRIVE EARNED THE MECHANICAL BID.
  Capitalistwed jul 29 · 9:35 AM ET · @btctreasuries X · Vanguard VTSAX N-CSR add · 269,200 shares• NEW
• MINERS LAG WRAPPERS ON AI CAPEX GAP — HASHRATE TAPE STAYS SEPARATE. CIFR -8%, CORZ -9%, HUT -6%, WULF -4%, RIOT -5%, MARA -3%, CLSK -4% VS MSTR/BMNR/SBET +3-7%. COMPASS POINT ON CREDIT-APPETITE LIMITS.
  Technologist wed jul 29 · 12:58 AM ET · IBTimes / CNBC · matias civita • NEW
• CLEANSPARK AS 1.8 GIGAWATT LBO TARGET — HYPERSCALER RACE FOR POWER. 585 MW ERCOT-APPROVED + 300 MW BRAZORIA. ALPHABET / AMAZON / MICROSOFT RANKED AS STRATEGIC ACQUIRERS. MINER AS POWER BROKER.
  Technologist wed jul 29 · 12:57 AM ET · 24/7 Wall St. · trey thoelcke • NEW
• COINBASE THURSDAY — $1.31B RAILS TAPE INTO SOFT-CRYPTO QUARTER. EPS $0.15 EST +25% YOY, MTU 8.15M (FROM 8.70M), VOLUME $160.91B (FROM $237B). RAILS CONTRACTING AS OPERATORS SELF-CUSTODY.
  Capitalist tue jul 28 · 11:45 PM ET · Yahoo Finance / Zacks • NEW
• WRAPPERS BOUNCE ON IRAN PAUSE — SAYLOR EXTENDS BUY HALT TO 5 WEEKS. MSTR +3% $94.43, CASH $3.75B, 843,775 BTC FROZEN INTO Q2 PRINT 48H OUT.
  Capitalist tue jul 28 · 10:00 PM ET · 24/7 Wall St. · david moadel • NEW
• STRIVE HITS 20,000 BTC — CAP LADDER CLIMBS PAST SPACEX. COLE/RAMASWAMY ADD 79 @ $65,723 THE SAME WEEK SAYLOR HOLDS A FIFTH-WEEK CASH PAUSE. TWO CAPITALIST OPERATORS. OPPOSITE TAPE.
  Capitalist tue jul 28 · 8:15 PM ET · CryptoPotato · conor maloney • NEW
• SAYLOR: “BITCOIN HAS WON. NOW IT MUST SURVIVE VICTORY.” — CORRUPTION FROM WITHIN, NOT THE ENEMY AT THE GATES.
  Capitalist@saylor X · ideological synthesis · tue jul 28 · 4:27 PM ET · 270K views• NEW
• $39.7 TRILLION AND CLIMBING — TREASURY DEBT AT ALL-TIME HIGH, GROWING $7 BILLION A DAY. APOLLO’S SLOK: NEVER ENTERED RECESSION WITH THIS LITTLE FISCAL BUFFER. FED CORNERED. STRUCTURAL BID FOR THE HARDEST MONEY.
  FundamentalistCoinDesk Daybook · omkar godbole · slok + londoncryptoclub · tue jul 28 · 2:55 PM ET• NEW
• NANSEN SEES $52K — BUYING CONVICTION MISSING. FUTURES OI FALLING, ORDER-BOOK NET-SELLING EVEN AS 9K BTC LEFT EXCHANGES LAST WEEK. FED DECIDES THE NEXT LEG.
  FundamentalistCoinDesk Markets · sondergaard $52K base case · tue jul 28 · 1:40 PM ET• NEW
• TWO WEEKS LEFT ON CLARITY — NEW SENATE DRAFT MERGES COMMITTEE TEXTS AND ADDS AN ETHICS CARVE-OUT. DEMOCRATS REJECT IT AS TOOTHLESS. MOTION-TO-PROCEED WATCH MON/TUE. DEAL BY JUL 30 OR DEAD BY AUG 7 RECESS.
  Fundamentalist CoinDesk Policy · state of crypto · nikhilesh de · tue jul 28 · 12:25 PM ET • NEW
• FOUR CRYPTO FIRMS DEAD IN SEVEN DAYS — STORJ CH 11 JUL 27, BITMEX SHUTDOWN JUL 23, BITMART WIND-DOWN JUL 26, MOVEMENT LABS CH 11 JUL 21. CAPITAL ROTATES TO AI. THE NETWORK KEEPS TICKING.
  Technologist CoinDesk · storj ch 11 filing · tue jul 28 · 11:10 AM ET • NEW
• SAYLOR ADDS $525M CASH, NOT ONE SAT — THE TREASURY GOES DIVIDEND-FORTRESS MODE INTO EARNINGS.
  CapitalistDaily Hodl · Strategy $525M ATM / no BTC / STRC buyback · tue jul 28 · 9:30 AM ET• NEW
• FOR YOUR SAFETY — POLICE UNION FLIPS ON CLARITY, STATE DEPT LAUNCHES “FREEDOM TECH” WITH PALANTIR AND ANDURIL, NINE BIG HOLDERS BUY THE ROADMAP FOR $15M. THE STATE JUST TOLD YOU BITCOIN IS SAFE.
  MaximalistBitcoin Magazine + The Block + Strategy press · three-endorsement week · mon jul 27 · 6:15 PM ET• NEW
• 96 HOURS — FOMC WEDNESDAY, MSTR EARNINGS THURSDAY. RATE-HIKE ODDS RAN 25-30% INTO THE JULY 28-29 MEETING. THURSDAY TESTS WHETHER SAYLOR’S PREFERRED-STACK DEFENSE HOLDS THROUGH THE PRINT.
  FundamentalistCryptoBriefing · FOMC + MSTR earnings 96-hour setup · mon jul 27 · 6:00 PM ET• NEW
• WARSH, BAILEY, UEDA ALL ON DECK — FED, BOE, BOJ RATE CALLS THIS WEEK. MSTR AND COINBASE EARNINGS ON THE SAME CLOCK.
  FundamentalistCoinDesk · triple central-bank + earnings week · mon jul 27 · 2:30 PM ET• NEW
• SAYLOR: REFUSING BANK INTEGRATION LEAVES BITCOIN AT 1% OF ITS POTENTIAL. THE INTEGRATION DOCTRINE FORMALIZED.
  CapitalistBitcoin.com News · Saylor integration doctrine · mon jul 27 · 1:00 PM ET• NEW
• BTC ETFs BLED $465M THU-FRI — WEEK STILL NET-POSITIVE. THE INSTITUTIONAL FLOW IS TWO-WAY NOW.
  CapitalistDecrypt + CoinDesk · BTC ETF flow week · mon jul 27 · 11:45 AM ET• NEW
• OPTIONS DESKS DROP HEDGES INTO WARSH WEEK — TRADERS PRICING A CLEAN TAPE.
  CapitalistCoinDesk · BTC options positioning · mon jul 27 · 10:30 AM ET• NEW
• NO BITCOIN THIS WEEK — MSTR DILUTES COMMON $544M TO DEFEND PREFERRED. CAP-STRUCTURE DEFENSE, NOT ACCUMULATION.
  Capitalist@saylor X · strategy 8-K · mon jul 27 · 8:30 AM ET• NEW
• FED RATE HIKE ODDS CLIMB INTO FOMC WEEK — BITCOIN, ETH, MSTR ALL PRICING THE JULY 28-29 DECISION. WHAT ECONOMISTS EXPECT.
  FundamentalistCrypto Briefing · FOMC Jul 28-29 preview · mon jul 27• NEW
• BITDEER MINED 274.6 BTC LAST WEEK AND SOLD ALL OF IT — ZERO-TREASURY STANCE. THE ANTI-STRATEGY MODEL RUNS QUIETLY.
  CapitalistCryptonews · Bitdeer BTDR 274.6 BTC / zero treasury · mon jul 27• NEW
• BITCOIN ETFs BLED $8B OVER 8 WEEKS — WORST HALF-YEAR SINCE LAUNCH. INSTITUTIONAL FLOW ISN’T ONE-DIRECTIONAL AT ALL.
  FundamentalistCrypto Briefing · $8.2B / 8-week outflow · mon jul 27• NEW
• CRYPTO SPOT ETFs PULLED $152M IN WEEKLY INFLOWS — BITCOIN, ETHEREUM, SOLANA, XRP. THE INSTITUTIONAL BID DIDN’T GET THE BEAR-MARKET MEMO.
  CapitalistCrypto Briefing · $152M weekly ETF inflows · mon jul 27• NEW
• SWISS BANK BANCASTATO OPENS REGULATED BITCOIN TRADING — AVALOQ STACK, RETAIL CLIENTS. THE PRIVATE-BANK CHANNEL JUST OPENED IN SWITZERLAND.
  Capitalist Bitcoin Magazine · BancaStato + Avaloq · mon jul 27 • NEW
• “WE’RE GONNA NEED ANOTHER COLOR” — SAYLOR’S LATE SUNDAY TEASE POINTS AT SOMETHING BESIDES BITCOIN. STRATEGY IS ADDING TO THE CHART.
  Capitalist @saylor X · "We’re gonna need another color" · sun jul 26 • NEW
• MORGAN STANLEY BITCOIN ETF NEARS $400M AUM — WIREHOUSE ADOPTION QUIET AND STEADY. THE INSTITUTIONAL BID KEEPS BUILDING.
  CapitalistPluang · Morgan Stanley wirehouse ETF · sat jul 25• NEW
• EU EXPANDS HTX CRACKDOWN AS RUSSIA NETWORK SHIFTS RAILS — THE STATE VS CRYPTO FIGHT ADAPTS FASTER THAN THE CRACKDOWN.
  FundamentalistCryptoSlate · EU + UK HTX crackdown · sat jul 25• NEW
• MICHAEL SAYLOR’S ENDGAME IS BIGGER THAN MSTR — LIVINGSTON MAKES THE PHILOSOPHY-CEO CASE ON VIDEO.
  Capitalist Adam Livingston (@AdamBLiv) · YouTube · sat jul 25 • NEW
• PHYSICAL ATTACKS ON CRYPTO HOLDERS UP 33% GLOBALLY — $124M LOST IN EARLY 2026. WRENCH ATTACKS ARE THE NEW ATM.
  MaximalistNewsBytes · 33% YoY rise / $124M · sat jul 25• NEW
• APPLE SUED FOR $1.8M — CUSTOMERS LOST BITCOIN TO A FAKE WALLET IN THE APP STORE. THE HARDEST MONEY MET THE SOFTEST GATEKEEPER.
  MaximalistMacRumors · three-customer lawsuit · sat jul 25• NEW
• MARA CEO THIEL SAYS BITCOIN PAYMENTS “SEEN ITS DAY GO BY” — LARGEST PUBLIC MINER PIVOTS TO AI MONEY. THE MAXIMALIST GETS PUNCHED BY THE CAPITALIST.
  CapitalistTradingView · MARA CEO Fred Thiel · sat jul 25• NEW
• SAYLOR PUBLISHES 38-BOOK “CIVILIZATIONAL CURRICULUM” FOR LEADERS — HISTORY, WAR, CAPITAL, ENERGY, BITCOIN. THE PHILOSOPHER-CEO GOES INSTITUTIONAL.
  Capitalist @saylor X · Upgrade the World · sat jul 25 • NEW
• EU’S 21ST SANCTIONS PACKAGE TARGETS RUSSIA’S $120B CRYPTO NETWORK — EXTENDING SANCTIONS TO THIRD COUNTRIES. THE STATE VS CRYPTO FIGHT WENT INTERNATIONAL.
  Fundamentalist CoinDesk · EU Council 21st sanctions package · fri jul 24 • NEW
• US STATE DEPT LAUNCHES “FREEDOM TECH” — BITCOIN POLICY INSTITUTE JOINS. PALANTIR AND ANDURIL DID TOO. THE PRIVACY LAYER JUST GOT A STATE-DEPT PLATFORM AND A SURVEILLANCE-INDUSTRIAL SIDECAR.
  Maximalist Crypto Briefing · State Dept Freedom Tech + BPI + Palantir + Anduril · fri jul 24 • NEW
• CAPITAL GROUP DOUBLES DOWN AGAIN — SMALLCAP FUND GRABS $33.6M OF STRIVE. THE $3.3T MANAGER KEEPS BUYING THE TREASURY MODEL.
  Capitalist Crypto Briefing · SMALLCAP World Fund filing · fri jul 24 • NEW
• ROBINHOOD AND CRYPTO.COM TALK PREDICTION-MARKET DEAL — THE ONE-TRILLION-BY-2030 CATEGORY GETS ITS SECOND ARMS RACE.
  Capitalist WSJ · Robinhood + Crypto.com + Kalshi · fri jul 24 • NEW
• GRAYSCALE BENCHMARKS THE BOTTOM — BEAR MARKET ENDS WHEN THE FED FOLDS OR OCTOBER HITS. THE FOUR-YEAR CYCLE STILL RULES.
  Fundamentalist Bitbo · Grayscale bear-market research · fri jul 24 • NEW
• 1,815 BITCOIN LEFT KRAKEN FOR A COLD WALLET — A HUNDRED-MILLION-DOLLAR WITHDRAWAL IN A SINGLE MOVE. THE SILENT ACCUMULATION KEEPS GOING.
  Maximalist Coinfomania · Whale Alert flag · fri jul 24 • NEW
• CLARITY FACES COLLAPSE — TRUMP ETHICS CONCERNS STALL THE SENATE. THE DEAL THAT UNBLOCKED THE VOTE JUST RE-BLOCKED IT.
  Fundamentalist CoinDesk · White House + Senate Dem pushback · fri jul 24 • NEW
• POOLIN FILES CHAPTER 11 — $173M IN DEBT, $52M ASSET SALE MOVES FORWARD. ANOTHER MINING POOL FOLDS BEFORE THE BIP-110 DEADLINE.
  Capitalist Bitcoin.com News · Chapter 11 filing New Jersey · fri jul 24 • NEW
• MINERS SIGN $150B IN AI CONTRACTS — 7.5 GIGAWATTS PIVOT FROM HASHRATE TO COMPUTE. THE INFRA CHOSE THE HIGHER-VALUE BUYER.
  Technologist CoinTribune · $150B / 7.5GW mining-to-AI · fri jul 24 • NEW
• BTC HOLDS $65K AS OIL TOPS $100 AND YIELDS SPIKE — FED HIKE ODDS CLIMB. THE BOND MARKET REPRICES INFLATION AGAIN.
  Fundamentalist Trading News · BTC ~$65K · yields 20-mo high · fri jul 24 • NEW
• SUI SHIPS HASHI TESTNET — 25+ APPS USE NATIVE BITCOIN AS DEFI COLLATERAL WITHOUT WRAPPING. THE MONEY LAYER GETS A NEW ENTRY POINT.
  Technologist Bitcoinist · Sui Foundation testnet · fri jul 24 • NEW
• OIL BREAKS $100 AS TRUMP TRUTHS BRIDGE-STRIKE THREATS — HOUTHIS HIT SAUDI TANKERS. THE MIDDLE EAST TRADE IS BACK.
  Fundamentalist CNBC · Dow -400 · Brent >$100 · thu jul 23 • NEW
• BITMEX PULLS ITS OWN PLUG — THE ORIGINAL CRYPTO DERIVATIVES EXCHANGE SHUTS SEPT 23. WITHDRAW YOUR KEYS OR LOSE THEM.
  Maximalist Bitcoin Magazine · HDR Global board decision · thu jul 23 • NEW
• PELOSI AND 197 DEMOCRATS VOTED AGAINST THE STOP INSIDER TRADING ACT — THE PEOPLE WHO WRITE THE RULES REFUSE TO STOP TRADING ON THEM.
  Fundamentalist NY Post · H.R. 7008 passed 232-198 · wed jul 22 • NEW
• S&P AND PANTERA LAUNCH AN 18-ASSET CRYPTO INDEX — AND LEAVE BITCOIN OUT. THE TAPE ADMITS BITCOIN ISN’T CRYPTO.
  Capitalist Analytics Insight · S&P Pantera revenue index · wed jul 22 • NEW
• SHORT-TERM HOLDERS SOLD 50,000 BTC IN Q2 — SENTIMENT NEARS CAPITULATION WHILE THE TAPE HOLDS ITS FIVE-WEEK HIGH.
  Fundamentalist BetaKit · STH capitulation · wed jul 22 • NEW
• ETF INFLOWS HIT $930M SINCE JULY 14 — FIRST SUSTAINED INFLOW STREAK SINCE MAY. THE WRAPPER CLASS BID BACK.
  Capitalist Cryptonews · $930M since Jul 14 · wed jul 22 • NEW
• SIGEL CALLS BITCOIN A DECADE-LONG SOFTWARE WINNER — VANECK PUTS THE INSTITUTIONAL STAMP ON THE HARDEST MONEY.
  Capitalist CNBC · Matthew Sigel / VanEck · wed jul 22 • NEW
• DUROV FLIPS THE DEFAULT — TELEGRAM’S NATIVE WALLET STARTS NON-CUSTODIAL. A BILLION USERS ABOUT TO LEARN WHAT KEYS MEAN.
  Maximalist Bitcoin Foundation · Pavel Durov announcement · wed jul 22 · ~1B Telegram users • NEW
• CAPITAL GROUP BUYS THE PROXY, NOT THE COIN — $3.3T VALUE SHOP TAKES 10.63% OF METAPLANET, AND THE TREASURY MODEL GETS ITS TRADFI SEAL.
  Capitalist The Crypto Times · xj-storage filing · wed jul 22 · 136,059,120 shares / ~$203M • NEW
• TRUMP AGREES TO THE ETHICS LANGUAGE — THE PRICE OF CLARITY’S FLOOR VOTE IS PAID. THREE SENATE DEMOCRATS LEFT TO PERSUADE.
  Fundamentalist The Hill · CoinDesk · Barron’s · wed jul 22 · White House ethics compromise • NEW
• THE WRAPPER DIES BELOW THE COIN — SATSUMA HOLDERS OVERRULE FOUR DIRECTORS, DUMP ALL 668 BTC, DELIST FROM LONDON. $218M RAISED A YEAR AGO, PENNIES LEFT ON EQUITY. mNAV UNDER ONE IS A LIQUIDATION ORDER.
  Capitalist Decrypt · Satsuma shareholder vote · 668 BTC dumped · wed jul 22 • NEW
• WHITE HOUSE LEANS ON THE HOLDOUTS — TRUMP ETHICS DEAL BECOMES THE PRICE OF CLARITY’S FLOOR VOTE. THREE DISPUTES STILL STAND BETWEEN THE BILL AND 60 VOTES. THE TAPE PRICES THE FOOTBALL, NOT THE AMENDMENT.
  Fundamentalist Bitcoin Magazine · White House pressure on Dem holdouts · Trump ethics deal · tue jul 21 • NEW
• SELF-CUSTODY SHIPS AS AN API — LIGHTNING LABS HANDS BUILDERS THE KEYS WHILE THE TREASURY DESKS VOTE THEIRS AWAY.
  Technologist Lightning Labs · Wavelength alpha · tue jul 21 • NEW
• $686M LEAVES THE EXCHANGES IN A DAY — AND THE WHALE INFLOW RATIO GOES RED FOR THE FIRST TIME ALL YEAR.
  Maximalist CryptoQuant · Binance ~$570M net out · wed jul 22 • NEW
• MALLERS WALKS FROM THE $2.8B WRAPPER — TAKES HIS LIFE’S WORK BACK TO THE PAYMENT RAILS. TETHER’S THREE-WAY OF XXI + STRIKE + ELEKTRON IS DEAD. STRIKE STAYS STANDALONE.
  Maximalist @jackmallers X · Bitcoin Magazine · tue jul 21 · XXI CEO resignation • NEW
• COINSHARES OPENS THE UCITS DOOR — FIRST FUND IS A BITCOIN MINING ETF. EUROPEAN INSTITUTIONALS GET REGULATED MINER EXPOSURE THROUGH THE WRAPPER THAT BLOCKED THEM.
  Capitalist TipRanks/TheFly · CoinShares announcement · tue jul 21 • NEW
• LOPP DROPS THE MASK ON THE FORK — “PUT YOUR BTC ON THE LINE OR STAY OUT.” PERIOD 475 CLOSED WITH MINER SIGNALING SHORT 466 BLOCKS. THE VOTE HAPPENED WHILE THE ARGUMENT WAS STILL BEING HAD.
  Technologist @lopp X · mon jul 20 · period 475 miner arithmetic • NEW
• $5M FOR THE MATH THAT ISN’T BROKEN YET — GALAXY BANKROLLS BITCOIN’S POST-QUANTUM DEFENSE WHILE CORE FIGHTS OVER DATA LIMITS.
  Technologist @galaxyhq + Decrypt · tue jul 21 · 8:17 AM ET • NEW
• THE OTHER SIDE OF THE TAPE — DARKFOST PRINTS APPARENT DEMAND AT -75K BTC. THE ETF INFLOW STREAK RUNS AGAINST STABLECOIN OUTFLOWS OF $2.3B.
  Fundamentalist @Darkfost_Coc · on-chain analytics · tue jul 21 • NEW
• THE FED IS FIGHTING ITSELF ONE WEEK FROM FOMC — WALLER WANTS TO HIKE, WARSH SAYS DONE-ISH, DUDLEY WRITES BOTH SIDES. THE TAPE ISN’T LISTENING.
  Fundamentalist Waller Jul 13 / Warsh Jul 14 / Dudley Jul 20 · FOMC one week out · tue jul 21 • NEW
• INSTITUTIONAL BUYING FLOOR CONFIRMED — FIFTH STRAIGHT DAY OF ETF INFLOWS, $727M IN, FIRST TIME SINCE APRIL.
  Fundamentalist CoinDesk live markets · ETF flow tracking · tue jul 21 • NEW
• MALLERS EXITS THE WRAPPER, KEEPS STRIKE — TWENTY ONE SHOPS THE BALANCE SHEET TO ITS NEW CEO’S OWN MINER AND CALLS IT DISCIPLINE.
  Capitalist Twenty One Capital · businesswire release · tue jul 21 · 7:00 AM ET • NEW
• THIRTY-ONE YEARS OF DIVIDEND COVERAGE — PRICED IN THE ASSET THEY’D HAVE TO SELL. THE CASH NUMBER IS 1.8.
  Capitalist news.bitcoin.com · strategy treasury update · mon jul 20 · 10:30 PM ET • NEW
• BIP-361 UPDATED — LOPP COAUTHORS THE QUANTUM MIGRATION. TWO PHASES, LEGACY SIGNATURE SUNSET, AND 1.1M SATOSHI COINS ON THE LINE.
  Technologist BIPs registry · lopp + 5 coauthors · mon jul 20 • NEW
• BEACON POINT SELLS ITS LAST 352 MW — IREN BANKS $2.8B THE SAME MORNING. 949 MEGAWATTS CONTRACTED, NOT ONE POINTED AT A BLOCK.
  Technologist The Block · hut 8 + iren releases · mon jul 20 · 10:12 AM ET • NEW
• KOREA NTS DERIVES MULTISIG FROM FIRST PRINCIPLES — SEIZING THE HARDWARE DOESN’T SEIZE THE COINS. THE STATE WROTE THE MAXIMALIST HANDBOOK.
  Maximalist SC Media · korea NTS journal paper · mon jul 20 · 4:47 PM ET • NEW
• BTC HOLDS THE 200-WEEK — $63K FLOOR CONFIRMED, TAPE EXTENDS TO $66.2K. THE FUNDAMENTALIST MARKER IS INTACT.
  Fundamentalist @adam3us X · long-cycle technical marker · mon jul 20 • NEW
• AMPLIFICATION ONLY — ADAM BACK GOES 10 X-WINDOWS WITH NO ORIGINAL FRAMING. THE TAPE IS DOING THE ARGUING.
  Technologist @adam3us X timeline scan · mon jul 20 · 21 days from BIP-110 lock-in • NEW
• STRIVE ADDS 21 ₿ AT $63,221 — 19,921 BTC ON THE BALANCE SHEET. THE OTHER PUBLIC CAP-STRUCTURE BUYER STILL BUYING.
  Capitalist SEC EDGAR · strive inc (asst) 8-K · mon jul 20 • NEW
• CAPITAL B CONSOLIDATES FLOAT 10-TO-1 — EUROPE’S FIRST BTC TREASURY CLEARS THE INSTITUTIONAL MINIMUM-PRICE SCREEN. COIN COUNT UNCHANGED.
  Capitalist cryptobriefing · capital b sa release · mon jul 20 • NEW
• ZERO PREFERRED SOLD — STRATEGY LETS $25.2B OF STRF/STRC/STRK/STRD CAPACITY SIT IDLE ON RESERVE-FUNDING WEEK.
  Capitalist SEC EDGAR 8-K · strategy inc · mon jul 20 • NEW
• THE GRID WAS ALREADY BROKEN — MINERS ARE THE ALARM. THE MONEY WENT TO HIGH-SPEED RAIL AND EV CHARGERS THAT DON’T EXIST.
  Technologist @MartyBent X · TFTC founder · mon jul 20 · 3:06 PM ET • NEW
• HUGGING FACE BREACHED — FABLE 5 AND CHATGPT REFUSED THE AUDIT. OPEN-SOURCE GLM 5.2 ON PRIVATE INFRA CLEANED UP.
  Maximalist huggingface.co disclosure + @MartyBent TFTC pod · mon jul 20 • NEW
• 83-90% AND MECHANICAL — GROMEN PRICES THE USD DEVALUATION AGAINST CNY. GOLD IS THE UNIT OF ACCOUNT.
  Fundamentalist @LukeGromen X · Founder Forest for the Trees · mon jul 20 · 10:41 AM ET • NEW
• MINING ENERGY WORTH 10-20X REALLOCATED TO AI — CHAMATH FIRES THE SHARPEST COUNTER-VOICE FRAME OF THE WEEK. THE OPERATOR ANSWER IS SETTLEMENT.
  Fundamentalist @chamath X · Counter-Voice attack · mon jul 20 · operator response • NEW
• COPPER/GOLD RATIO CROSSES 1000-DAY SMA — THE BASE-METAL REFLATION TELL LANDS BEFORE THE CYCLE-TURN OFFICIALLY BEGINS.
  Fundamentalist @sminston_with X · engineering PhD · mon jul 20 · 10:51 AM ET • NEW
• BITCOIN 200WMA GROWTH SINCE 2020 — LIVINGSTON’S TABLE LAPS GOLD AND S&P BY AN ORDER OF MAGNITUDE EACH YEAR.
  Capitalist @AdamBLiv X · 200WMA growth comparison · mon jul 20 · 1:21 AM ET • NEW
• $437 → $97 IN 364 DAYS — MSTR APPROACHES ATH ANNIVERSARY. THE PREMIUM WAS THE PRODUCT.
  Capitalist cnbc.com · mstr rt quote · mon jul 20 · 3:15 PM ET • NEW
• 32% AND CLIMBING — STRATEGY CEO PUTS A NUMBER ON INSTITUTIONAL BITCOIN ADOPTION. GOLDMAN, JPM, MS, CITI JOCKEY FOR SECOND.
  Capitalist @phongle X · Strategy CEO · Bitcoin Bank Adoption Index • NEW
• HALF THE INDUSTRY RUNS AUTONOMOUS AI AGENTS — INSURERS PULLING COVERAGE, BOE FALLBACK IS A KILL SWITCH. BITCOIN DOESN’T HAVE A BUTTON.
  Fundamentalist @shanaka86 X · systemic-risk read · mon jul 20 · 10:43 AM ET • NEW
• $38.5 MILLION UNACCOUNTED — LIVINGSTON WALKS THE ATM MATH AND FINDS THE GAP IN STRATEGY’S RESERVE DISCLOSURE.
  Capitalist @AdamBLiv X · deep CEBE analysis · mon jul 20 · 8:36 AM ET • NEW
• MABE GOES LIVE — BOBBY TIERNEY ADDS MARKET-PRICE PREFERRED CLAIMS TO CEBE. THE MISSING LENS.
  Capitalist cebetracker.io · Bobby Tierney · mon jul 20 · 11:33 AM ET • NEW
• SPACEX EQUITY DOWN 17.46% SINCE IPO. ARE WE SHOCKED. WRAPPERS TRACK THEIR UNDERLYING — AND THE UNDERLYING MATTERS.
  Capitalist beincrypto.com · tokenized SpaceX shares after the IPO • NEW
• STRATEGY REFILLS THE RESERVE — $263.5M ATM, ₿843,775 UNCHANGED, ZERO BTC BOUGHT.
  Capitalist via @saylor X · SEC EDGAR 8-K · mon jul 20 · 8:02 AM ET • NEW
• $273M IN, $8B OUT — TWO WEEKS OF “INSTITUTIONAL RETURN” DOESN’T COVER THE QUIETEST WEEK OF THE BLEED.
  Capitalist via coindesk · sosovalue flow data · eight-week outflow streak snapped · Mon Jul 20 · 1:46 AM ET • NEW
• 1,950,000 TO ONE — TEHRAN’S UNIT OF ACCOUNT FINISHES THE JOB THE AIRSTRIKES STARTED.
  Fundamentalist news.bitcoin.com · Shiraz Jagati · mon jul 20 · 2:25 AM ET • NEW
• THE COMPUTE RACE IS A FISCAL RACE — GROMEN WALKS THE CHAIN.
  Fundamentalist via Luke Gromen · X · sun jul 19 · 7:46 AM ET · 63K views • NEW
• MSTR CRITICS DEAD WRONG AGAIN — LIVINGSTON WALKS THE CAP-STRUCTURE MATH ONE MORE TIME
  Capitalist via Adam Livingston · YouTube · sun jul 19 · 12:16 PM ET • NEW
• 243 MILLISECONDS ON A LAPTOP — THE QUANTUM ESCAPE HATCH WORKS, AND SATOSHI STILL DOESN’T FIT THROUGH IT.
  Technologist CoinDesk · Shaurya Malwa · sun jul 19 · 3:00 AM ET • NEW
• “DOES HE HAVE ACCESS TO MY BANK ACCOUNT?” — TONY ROBBINS’ AI JUST BOUGHT A ROBOT DOG WITHOUT ASKING.
  Maximalist via @TrendingBitcoin X · sat morning · Tony Robbins clip · Sat Jul 18 · 7:41 AM ET • NEW
• 0.6% AND HOLDING — MINERS ON CORE V30 QUIETLY IGNORE THE SPAM-FILTER ASK.
  Technologist via Bitcoin Magazine · Jason Hughes / Ocean Mining VP · thu jul 17 · Sat Jul 18 · 8:00 AM ET • NEW
• THIRTY MILLION SHARES INSTEAD OF THREE HUNDRED — CAPITAL B SHRINKS THE FLOAT SO THE SCREENERS WILL LOOK.
  Capitalist via Crypto Briefing · 10-for-1 effective Sep 8 · converts + warrants suspended Aug 17–Sep 10 · Mon Jul 20 · 3:59 AM ET • NEW
• LIVINGSTON KILLS THE PLEB HIERARCHY — BITCOIN IS NEUTRAL. THE MORAL RANKING ISN’T IN THE CODE.
  Capitalist via @AdamBLiv X · sat morning · the neutrality thesis · Sat Jul 18 · 5:08 AM ET • NEW
• LEPARD CALLS IT CRACK UP BOOM — NOLAND CALLS IT SLOPPY. THE FUNDAMENTALIST TIER CONVERGES ON THE TAPE.
  Fundamentalist via credit bubble bulletin · @dougnoland2 · quoted by @lawrencelepard · Sat Jul 18 · 8:20 AM ET • NEW
• SAYLOR DEFENDS THE CORPORATE PILLAR — COMPANIES ARE HOW BITCOIN SCALES. NECESSARY, INEVITABLE, WELCOME.
  Capitalist via @saylor X · 5:08 AM ET · the corporate pillar · Sat Jul 18 · 5:08 AM ET • NEW
• NIGERIA SIGNS CRYPTO INTO LAW — TINUBU DRAWS THE REGULATORY LINE AFRICA’S BIGGEST BTC MARKET WAS WAITING FOR.
  Fundamentalist via news.bitcoin.com · tinubu EO · sovereign adoption arc · Fri Jul 17 · overnight • NEW
• BHATIA WALKS THE DOLLAR SHORTAGE — ASIA CRISIS EDITION. THE ECB JUST CONFIRMED THE MECHANIC.
  Fundamentalist via youtube · @NikBhatia7 · Bitcoin Layer · global macro update · Fri Jul 17 · overnight • NEW
• COINSHARES: SENTIMENT TURNS BULLISH — TOO EARLY TO CELEBRATE, EARLY ENOUGH TO NOTE.
  Fundamentalist via bitcoin magazine · coinshares report · institutional sentiment shift · Fri Jul 17 · overnight • NEW
• SIMPLY BITCOIN: BTC’S TRUE GOAL — TO END BANKS AND FIAT MONEY. THE MAXIMALIST TIER TAKES THE MIC.
  Maximalist via youtube · Simply Bitcoin · short · sovereignty read · Fri Jul 17 · overnight • WATCH LIVE
• ECB WARNS STABLECOINS DRAIN THE DEPOSIT BASE — THE BANKING OVERLAY NAMES ITS OWN OBSOLESCENCE.
  Fundamentalist via decrypt · ecb bulletin · disintermediation warning · Fri Jul 17 · overnight • NEW
• VENEZUELAN P2P HITS $1.38B/MONTH — BITCOIN NOW RIVALS OIL AS THE COUNTRY’S RESERVE EXPORT.
  Maximalist via news.bitcoin.com · binance p2p · hummingbird pre-premiere anchor · Fri Jul 17 · overnight • NEW
• LIVINGSTON WALKS THE MSTR BULL CASE — THE WRAPPER TRADE, EXPLAINED AT PAR.
  Capitalist via youtube · @AdamBLiv · ultimate MSTR bull-case explainer · Fri Jul 17 • NEW
• RABBIT HOLE RECAP #418: BRAVE NEW WORLD — MARTY BENT ON THE STATE OF THE OPERATOR CLASS.
  Maximalist via youtube · TFTC / Marty Bent · podcast · Fri Jul 17 • WATCH LIVE
• LEAKED: DID BLACKROCK ACCIDENTALLY CONFESS TO MANIPULATING BITCOIN? — SIMPLY BITCOIN EP 1549.
  Maximalist via youtube · Simply Bitcoin · episode · Thu Jul 16 • WATCH LIVE
• AMERICA'S TRILLION-DOLLAR GOLD REVALUATION HAS ALREADY BEGUN — SIMPLY BITCOIN DOC.
  Fundamentalist via youtube · Simply Bitcoin · documentary · Thu Jul 16 • WATCH LIVE
• EIGHT HUNDRED FORTY MILLION HANGS ON TWO PASSWORD GUESSES — SELF-CUSTODY IS SOVEREIGNTY OR IT ISN’T.
  Maximalist via news.bitcoin.com · hardware-wallet 2-guesses-left story · Fri Jul 17 • NEW
• LIQUIDITY CLUSTERS PICK THE DIRECTION — THE TAPE RUNS TOWARD THE ORDERS, NOT THE HEADLINES.
  Fundamentalist via cointelegraph · order-book + futures flow analysis · Fri Jul 17 • NEW
• THE DATA IS SCREAMING — LIVINGSTON WALKS 20 ON-CHAIN INDICATORS AND CALLS THE BEAR MARKET OVER.
  Fundamentalist via YouTube · Adam Livingston · 24-min on-chain analysis · Sat Jul 18 · 11:05 AM ET • NEW
• BITCOIN LESS VOLATILE THAN THE KOSPI — THE AI FRENZY IS DYING, THE HARDEST MONEY IS CALMING.
  Fundamentalist via coindesk · realized vol reading · Fri Jul 17 • NEW
• PAR IS THE PLAN — STRATEGY TELLS THE TAPE IT WANTS STRC AT NINETY-NINE. THE WRAPPER PRICES ITSELF IN PUBLIC.
  Capitalist via @Strategy X · 8:46 AM ET · reposted by @saylor · Fri Jul 17 • NEW
• THE BLEED PAUSES — EIGHT WEEKS OUT, ONE WEEK IN. THE FUNDAMENTALIST COUNTS THE STREAK, NOT THE HEADLINE.
  Fundamentalist via cryptobriefing.com · $79M net in Jul 16 · IBIT led · Thu Jul 16 • NEW
• SAYLOR CALLS THE TRUCE — “ALLIES, NOT ENEMIES.” FIAT DIES IN 27 YEARS. THE FOUR CHARACTERS GET NAMED.
  Capitalist via @saylor X · 2:43 AM ET · 237K views · quote of @River on 27-year fiat median · Fri Jul 17 · 2:43 AM ET • NEW
• SCHIFF SAYS STRATEGY IS DILUTED — TIERNEY ALREADY MATHED THE ANSWER. 1.54X TO BTC, FORMULA ON THE LABEL.
  Counter-Voice via news.bitcoin.com · @PeterSchiff x posts · @chcbearsfan tierney callback · Fri Jul 17 · overnight • NEW
• FIDELITY: 14.8M BTC HELD LONG-TERM — 40% AT LOSS, THE BOTTOMING PATTERN RHYMES.
  Fundamentalist via @DigitalAssets X · reposted by @phongle · strategy signal · Thu Jul 16 · overnight • NEW
• PARAFI: CRYPTO TREASURY PREFERREDS HIT $13B/MONTH — STRC BUILT THE MARKET.
  Capitalist via @paraficapital X · reposted by @phongle · 33K impressions · Mon Jul 14 · overnight • NEW
• CORE V32 SHIPS 1.44X FASTER SYNC — ADAM BACK REPOSTS THE WIN, NODE RUNNERS COLLECT.
  Technologist via @lopp X · adam back repost · 50.3h → 34.8h benchmark · Thu Jul 16 · overnight • NEW
• RUSTIN — SEND IT. THE FED HAS ONE MOVE LEFT.
  Fundamentalist via Simply Bitcoin YouTube · Rustin · Fed / debt / sovereignty read · Thu Jul 16 · 10:20 AM ET • NEW
• SOMEBODY WANTS SATOSHI’S COINS DECLARED ‘LOST’ — BPI SHOWS UP TO REMIND THE COURT WHAT COLD STORAGE IS FOR.
  Maximalist via news.bitcoin.com · tftc · the block · crowdfund insider · justice king oral args jul 14 · Thu Jul 16 · 3:00 PM ET • NEW
• CLARITY ACT TEXT DROPS TODAY — ZERO DEMOCRATS ON BOARD. WARREN’S AMBIGUITY MOAT HOLDS ANOTHER WEEK.
  Counter-Voice via politico · the hill · cryptoslate · murphy / merkley / van hollen name trump crypto ethics as hostage · Thu Jul 16 · 4:00 PM ET • NEW
• LUMMIS TO WARREN — NOT REPUBLICANS VS DEMOCRATS. FUNCTIONING MARKET VS ANOTHER DECADE IN THE DARK.
  Fundamentalist via @SenLummis x post · 7,258 views · 131 likes · senate banking digital assets chair · Thu Jul 16 · 10:59 AM ET • NEW
• METAPLANET AT 43,000 — THE PLAY REPLICATES IN TOKYO. STRATEGY WAITS. THE WRAPPER OF THE WRAPPER PRINTS.
  Capitalist via bitcoin magazine · tftc · coindesk · cryptopolitan · strive 19,900 btc · option-income $10.95M q2 · Thu Jul 16 · 1:30 PM ET • NEW
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• SAYLOR BUILT THE YARDSTICK. BANKS LAGGED.
  Capitalist via Yahoo Finance · @saylor · JPMorgan / Goldman ranked · Wed Jul 15 · 4:15 PM ET • NEW
• 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
• 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
• 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
• 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
• 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
• TRUMP GOLD COIN LAUNCHES — 24-CARAT TRUMP-FACED COIN FROM THE US TREASURY.
  Fundamentalist via TheStreet · US Treasury · Wed Jul 15
• 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
• 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
• HORMUZ GUARDIAN TOLL — TRUMP ASSERTS NAVAL CONTROL, CRUDE BACK ABOVE $80.
  Fundamentalist wsj · @realdonaldtrump · brent crude · 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 via US Treasury / Transatlantic Taskforce · 10-point roadmap · stablecoins + tokenized assets · Tue Jul 14
• $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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• “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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• THEY KILLED THE RULE AND ADDED AI. WHAT COULD POSSIBLY GO WRONG?
  Fundamentalist via WatcherGuru — FINRA + Robinhood — Fri Jul 10
• 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
• MINERS QUIT THE PROTOCOL. WALL STREET DIDN—T NOTICE. THE NETWORK DIDN—T CARE.
  Technologist
• 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
• 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
• 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
• 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
• 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
• 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)
• 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
• 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
• 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)
• 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
• 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
• 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)
• 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
• 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)
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• $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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• TRUMP SIGNS QUANTUM-READINESS EOs — THE PROTOCOL LAYER GETS FEDERAL ATTENTION.
  Technologist via white house · bitcoin mag · decrypt · Mon Jun 22
• 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
• 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
• $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
• 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
• KOSPI -9.99% — SAMSUNG/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
• PRESIDENT BUYS THE PEG — PHONG LE TAKES $1M STRC, “WILL HOLD UNTIL PAR, LIKELY LONGER.”
  Capitalist via x · @phongle · Mon Jun 22
• “Bitcoin wrapped in legacy finance is not Bitcoin. It’s the same cage. Different branding.”
  Maximalist via btc prague · @v4btc · Sat Jun 20
• 609 DEPEGS IN SIX MONTHS — FT LAW PROFESSOR ASKS THE QUESTION BITCOIN ALREADY ANSWERED.
  Fundamentalist via moody’s · ft · project syndicate · Sun Jun 21
• 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
• WARSH KILLS FORWARD GUIDANCE — FIVE TASK FORCES, NO DOT, NO GUIDANCE.
  Fundamentalist via cnbc · fed minutes · Wed Jun 17
• DIGITAL CREDIT’S DARKEST DAY — SAYLOR HOLDS THE LINE.
  Capitalist via coindesk · strive · x · saylor · Sat Jun 20
• 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
• FEATURE, NOT FLAW — BACK ENDORSES STRC PLAYBOOK ON BLOOMBERG.
  Technologist via bloomberg · adam back · crypto.news · Sun Jun 21