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The smartest crypto investors don’t chase headlines, they follow the signals.
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Our mission is to decode the moves shaping the next era of digital money. From power plays, to stablecoin settlements and tokenized treasuries, we track where institutional money is actually flowing…before it hits the charts.

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AI's Borrowers Bounced, Its Hardware Fell | Producers Passed Costs On | A Hike Bet Faded in Minutes | Stablecoins Went Live

Oct 15, 2026

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5 min read

AI's Borrowers Bounced, Its Hardware Fell | Producers Passed Costs On | A Hike Bet Faded in Minutes | Stablecoins Went Live

CoreWeave hit a 52-week low, then finished up about 6%, while Dell fell nearly 7%. Kalshi's October hike contract touched 37 cents and was back below 30 within 20 minutes. Bitcoin dipped under $80,000, then rose with bonds.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The AI Selloff Hit Credit | Producer Prices Jumped 1.3% | TSMC Plans Carefully for 2027 | Europe Names USDC Significant

Oct 15, 2026

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5 min read

The AI Selloff Hit Credit | Producer Prices Jumped 1.3% | TSMC Plans Carefully for 2027 | Europe Names USDC Significant

Oracle's default insurance sits at a record, and CoreWeave's bonds traded near 77 cents Wednesday. Producer prices jumped 1.3% in September, more than twice the forecast. TSMC beat its own forecast but is being prudent about 2027.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI's Borrowers Paid the Most | Oil Producers Hit Records | A Hike Bet Tripled, Then Faded | Strive's Warrants Ran Out

Oct 14, 2026

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5 min read

AI's Borrowers Paid the Most | Oil Producers Hit Records | A Hike Bet Tripled, Then Faded | Strive's Warrants Ran Out

CoreWeave fell 15.5%, about five times Nvidia's drop, as yields on its bonds neared 15%. Kalshi's October hike contract jumped from 18 cents to 55, then slid back to about 33. Most crypto stocks fell several times as far as bitcoin.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Core Prices Ran Hot | ASML Can't Build Enough | Diesel Stays Tight Into 2027 | Strive Offers 15%

Oct 14, 2026

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5 min read

Core Prices Ran Hot | ASML Can't Build Enough | Diesel Stays Tight Into 2027 | Strive Offers 15%

Core consumer prices rose 0.3% in September, above the 0.2% economists expected. ASML said its planned supply won't fully meet demand in 2027 and 2028. The IEA said diesel stays tight well into next year.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Beats Met Sellers | Diesel Ran, Crude Rested | A Governor Blamed Growth | Strive Bought Coins, Metaplanet Chose Its Shares

Oct 13, 2026

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5 min read

Beats Met Sellers | Diesel Ran, Crude Rested | A Governor Blamed Growth | Strive Bought Coins, Metaplanet Chose Its Shares

Goldman Sachs rose as much as 4% on its results and closed lower. Citigroup fell 5.6% after beating forecasts. Diesel futures jumped about 5% as Brent slipped. Strive bought about 13 times as much bitcoin as Strategy last week.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Seoul Sold the Memory Makers | One Bank Missed, One Lent More | Goldman Prices the War Premium at $20 | A Chip Stock in the Crypto Flush

Oct 13, 2026

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5 min read

Seoul Sold the Memory Makers | One Bank Missed, One Lent More | Goldman Prices the War Premium at $20 | A Chip Stock in the Crypto Flush

Korea's Kospi fell 5.46% and tripped a trading curb as memory-chip stocks sank. Goldman Sachs put the war premium in crude at just over $20 a barrel. Futures on a memory-chip maker lost more to crypto liquidations than XRP did.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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