Opinionated, data-backed coverage across all asset classes

A Coldcard seed generation flaw let hackers steal over $100 million. The breach challenges cold storage's safety and questions open-source code vetting.

Wintermute's US broker dealer registration opens NYSE and Nasdaq market making, starting with commodities and crypto ETFs. CEO Gaevoy targets Jane Street and Citadel within five years.

GAO audited DOGE's claimed $110B savings; found $27.4B in contracts not terminated, 96% of grant savings unverifiable. Report highlights transparency issues.

PMI's communications chief says the company is optimizing its website for LLMs, using AI personas to test messaging, and highlighting a decade of smoke-free revenue growth from 0% to 38%.

Senate Democrats plan to block cloture on the CLARITY Act, pushing the crypto market-structure bill past the Aug. 7 recess. A fall calendar waits.

Barrasso pushes the Clarity Act before recess, but White House review stalls and Senate odds have sunk to 27% after delays.

US data center construction spending hit $68B, up 46% YoY. Bitcoin miners shift to AI infrastructure, signing multi-billion-dollar leases. Core Scientific, IREN, Hut 8 lead pivot. What the Census data means for crypto and infrastructure.

MetaMask's Agent Wallet lets AI agents trade within user-set limits. A $10,000 monthly protection covers qualifying losses. Exclusions apply.

SIFMA's Bentsen calls the CLARITY Act 'a number of good things'; Van Hollen's eight amendments target illicit finance and conflicts. The bill's odds have slipped to 27%.

Nutrien's Q2 2026 earnings call featured management caution on forward-looking assumptions. The fertilizer producer's Alpha Score of 48 suggests a mixed setup.

Options on spot Bitcoin ETFs have created a gamma-driven feedback loop that pulls prices toward max pain at expiry. Weekend gap risk and high IV amplify the danger.

Mark Ruffalo says his Kia EV is 'hands down a better car' than a Tesla, citing build quality as NHTSA probes 1.2M Tesla vehicles for suspension failures.