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BITCOIN
+2
Oct 27, 2026
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7 min read
Six weeks of Strategy's own figures: 3,466 bitcoin bought, $1.09 billion spent on its own shares, and no bitcoin at all last week.
Viv's Notebook
5 min read
Who can stop a dollar stablecoin in each place it can sit, where that power is written down, and how to check any address against the issuers' blacklists.
Oct 23, 2026
8 min read
Most shares rose and bitcoin fell with the AI names. Our record shows what separates one bad day from a bad month.
Oct 20, 2026
6 min read
For the first time in our record, the bitcoin funds had a big day while the ether funds lost money.
Oct 16, 2026
Bitcoin held above $78,000 through four weeks of a strong dollar, so we tested our dollar rule against our whole record and retired it.
+1
Oct 13, 2026
The funds lost $455.9 million in three sessions. Our record says that doesn't predict a lower price.
Crossover Pro
Oct 9, 2026
Bitmine says it will stop buying ether at 5% of supply. The US ether funds, which bought about four times as much since August, have had seven straight sessions of withdrawals.
Oct 6, 2026
Fed hike odds fell from 65% to 17% in a week and the ten-year still hit a two-decade high. A European central banker named another borrower that may be setting it.
Oct 2, 2026
Bitcoin and gold moved the same way on eight of the ten weekdays since the Fed's rate rise. Two days of fund buying made the difference, and those buyers have now turned.
Sep 29, 2026
The US spot bitcoin funds took in $2.39 billion, their biggest week in our records, and bitcoin closed lower on four of the five days. Who sold into them, and what it means for the June call.
Sep 25, 2026
Our weekly dollar count fell $94 billion instead of rising a third week, so the June call stays as written. Bitcoin held up anyway, carried by $2 billion of buying through the US spot bitcoin funds.
+3
Sep 22, 2026
Our June rule says a strong dollar caps crypto. Four sessions ran through it. Here's what would retire it.
Sep 18, 2026
9 min read
The rate went up and the money supply went up with it, which is not the story anyone told you yesterday.
Sep 16, 2026
The bill fell eleven short and bitcoin closed under its band. Our three counts say the money hasn't moved.
REGULATION
Sep 11, 2026
You’ve already had this week’s bond story. The buyer meant to absorb the government’s new short-dated debt has not grown since 31 August, and we are changing our view of it today.
Sep 8, 2026
You have already had last week's ETF number. Nobody printed the two things that decide what it is worth: how many separate counts it actually represents, and what bitcoin did over the window it covers.
Sep 4, 2026
You have already had the half of Waller's speech that moved the price. The half that names the release he is waiting for sits further down, and it points somewhere else.
Sep 1, 2026
You already know a federal appeals court called Kalshi's sports contracts gambling. The sentence that matters is the test the judges used to get there.
Aug 28, 2026
You already have this week's adoption headlines. We went and counted what a year of them has actually done to the price.
Aug 25, 2026
The Treasury doubles its buybacks on September 9, and by law the stablecoin business is on the other side.
Aug 21, 2026
Fourteen billion dollars of buying power left the exchanges since May, and bitcoin rose anyway.
Aug 18, 2026
American factories have expanded for seven straight months, and none of that money reached crypto.
Aug 14, 2026
Gold is up a third in a year. Bitcoin is down by half. Same argument, different destination.
Aug 11, 2026
A $1.63 billion miner sale, a second below-cost week, and a recovery that is one buyer wide.
Aug 7, 2026
A third of all ether is locked and earning. A live proposal would burn that reward toward zero.
