Opinionated, data-backed coverage across all asset classes

Abraxas, Fasanara and Wintermute hold over $600M in BTC-ETH shorts that survived a violent rally. Liquidation levels sit far above spot prices, suggesting hedging not directional bets.

An Austrian-school essay argues GDP is a statistical fiction and that macro data exists to justify intervention. For entrepreneurs, the signal is profit, not GDP.

Bitcoin rose above $77,500 Monday after a 20% weekly gain. The Treasury's expanded buyback cap initially weakened the dollar, boosting demand for scarce assets. Long-term holders sold 15,800 BTC, signaling profit-taking.

Treasury Secretary Bessent doubled liquidity-support buybacks to $4B, sending the 30-year yield down 10bp. Gold cleared $4,500 and bitcoin surged 20% to $79,000. Nvidia earnings and Jackson Hole are next tests.

Slide Insurance operates in Florida's volatile property market. Reinsurance costs are rising, and hurricane season is approaching. The July 1 renewal date is the next catalyst.

USA Rare Earth cleared a key merger condition with $1.55B in government-backed funding, but shares fell 5% as profit-taking hit critical minerals. The August 28 vote is next.

China stockpiled 1.4B barrels of oil and record uranium in 2025 as governments prepare for supply disruptions, Schiff Sovereign report says, boosting mining and energy stocks.

FOMO co-founder Prashan Dharmasena rejected allegations that an iOS update drained wallets, calling the claims paid disinformation. The dispute hinges on whether the 662 SOL transfer was authorized by the wallet holder.

Two crypto trade groups sue Illinois to block its 0.2% digital asset tax, arguing it violates federal law and could fragment the national market.

Polish prosecutors say Zondacrypto CEO Przemysław Kral is cooperating to exchange testimony on political funding ties for leniency. Missing 4,500 Bitcoin complicates recovery.

The Multicultural Business Coalition filed suit Monday, arguing the mayor's five planned stores with 30% discounts will undercut small grocers who can't match city-subsidized prices.
The Pentagon's new blast exposure tracking system has assessed less than 2% of high-risk troops, the GAO reports, citing insufficient staff and equipment.