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SpaceX Passed Amazon. Oil Broke $80. A $300 Billion Iran Fund Emerged. The Fed Decides Tomorrow.

Jun 16, 2026

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5 min read

SpaceX Passed Amazon. Oil Broke $80. A $300 Billion Iran Fund Emerged. The Fed Decides Tomorrow.

SpaceX (SPCX) surged another 4.8% and briefly passed Microsoft in market value after announcing a $60 billion acquisition of Cursor parent Anysphere. Oil fell below $80 as details of the U.S.-Iran agreement emerged, including a proposed $300 billion reconstruction fund. The Dow closed at another record while tech stocks pulled back ahead of the Fed. Bitcoin held above $66,000.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Rally Paused. Oil Steadied. Strategy Added $100 Million in BTC. Warsh Takes the Chair.

Jun 16, 2026

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5 min read

The Rally Paused. Oil Steadied. Strategy Added $100 Million in BTC. Warsh Takes the Chair.

Asian markets cooled after Monday's record surge, with the Nikkei slipping from its peak. Brent steadied near $83 and WTI held above $80 as traders watched for the first tankers through Hormuz. Bitcoin held above $66,000 as Strategy (MSTR) bought another 1,587 BTC and lifted its cash reserve to $1.1 billion. The Fed's two-day meeting begins today.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Peace Crashed Oil. SpaceX Hit $2.5 Trillion. The Fed Takes the Baton.

Jun 15, 2026

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5 min read

Peace Crashed Oil. SpaceX Hit $2.5 Trillion. The Fed Takes the Baton.

Stocks surged as the U.S.-Iran peace deal pushed oil to three-month lows. The Dow closed at a record 51,671 while the Nasdaq gained 3.07%. SpaceX jumped another 20% and briefly approached a $2.5 trillion valuation. Bitcoin climbed above $66,000. The Fed begins Kevin Warsh's first meeting tomorrow.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The U.S. and Iran Reached a Peace Deal. Oil Crashed. SpaceX Proved the AI Trade Is Still Open.

Jun 15, 2026

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4 min read

The U.S. and Iran Reached a Peace Deal. Oil Crashed. SpaceX Proved the AI Trade Is Still Open.

The U.S. and Iran reached a peace agreement Sunday, with a signing ceremony planned for Friday in Switzerland. Brent fell below $84 and WTI dropped more than 5% to near $80, the lowest since March. Bitcoin rose above $65,500. SpaceX (SPCX) ended its first trading day up 19% at a valuation above $2 trillion. The Fed decides Wednesday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week That Decides Whether AI Earned Its Premium

Jun 14, 2026

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7 min read

The Week That Decides Whether AI Earned Its Premium

The Fed meets Wednesday for the first time under Kevin Warsh. SpaceX begins its second week of trading. The Iran deal may be days away. Bitcoin is recovering but demand has not returned. Kroger and CarMax test the consumer before the Fed speaks.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
SpaceX Listed. Oil Fell. Markets Bought the End of the War.

Jun 13, 2026

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7 min read

SpaceX Listed. Oil Fell. Markets Bought the End of the War.

SpaceX became the largest IPO in history. Trump canceled strikes and said a Hormuz deal was close. CPI hit 4.2%. Bitcoin broke $60,000 and then climbed back. The ECB hiked. Oracle asked for $40 billion more.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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