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Nvidia Crushed It | Bitcoin Cooled Near $79,000 | Hormuz Made Real Progress | Warsh Takes the Podium Tomorrow

Aug 27, 2026

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4 min read

Nvidia Crushed It | Bitcoin Cooled Near $79,000 | Hormuz Made Real Progress | Warsh Takes the Podium Tomorrow

Nvidia posted $96.2 billion in fiscal Q2 revenue and guided to $108 billion next quarter. Bitcoin eased toward $79,000 after a 23% weekly rally. Brent fell near $87 as Iran and Oman reached a Hormuz revenue-sharing agreement. Jackson Hole opens today, with Kevin Warsh speaking Friday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nvidia Beat and Still Slipped | Core PCE Held at 3.3% | Oil Fell Below $90 | Bitcoin’s Bid Turns Macro

Aug 26, 2026

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4 min read

Nvidia Beat and Still Slipped | Core PCE Held at 3.3% | Oil Fell Below $90 | Bitcoin’s Bid Turns Macro

Nvidia posted $96.22 billion in revenue and guided above estimates, but shares slipped as investors focused on memory costs and $279 billion of supply commitments. Core PCE held at 3.3%, keeping September uncertain. Brent fell below $90 despite weak Hormuz traffic, while Bitcoin stayed near $80,000 as BlackRock framed the rally as a debt and debasement trade.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Bitcoin Topped $81,000. Oil Fell on a Hormuz Framework. Druckenmiller Slammed Bessent's Bonds. Nvidia Reports Tonight.

Aug 26, 2026

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4 min read

Bitcoin Topped $81,000. Oil Fell on a Hormuz Framework. Druckenmiller Slammed Bessent's Bonds. Nvidia Reports Tonight.

Bitcoin touched $81,300 as ETF inflows stretched to seven straight days. Oil eased as Iran and Oman discussed a temporary Hormuz framework. Stanley Druckenmiller attacked Treasury's bond buybacks, while July PCE and Nvidia earnings give markets two major tests today.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nvidia Gets the Floor | Oil Breaks Below $89 | Canada Answers the Tariff | Bitcoin Tests $81,000

Aug 25, 2026

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5 min read

Nvidia Gets the Floor | Oil Breaks Below $89 | Canada Answers the Tariff | Bitcoin Tests $81,000

The Nasdaq rose 0.66% as chips recovered before Nvidia’s Wednesday report. Brent fell 3.9% to $88.58 as markets priced sanctions instead of war with Iran. Canada announced $20 billion of retaliatory tariffs, while Bitcoin briefly cleared $81,000 and gold held near a three-month high.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Chips Break Before Nvidia | Bessent Targets Iran’s Lifelines | Bitcoin Tests $80,000 | Warsh Gets the Final Word

Aug 25, 2026

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5 min read

Chips Break Before Nvidia | Bessent Targets Iran’s Lifelines | Bitcoin Tests $80,000 | Warsh Gets the Final Word

Nvidia fell 2.9% as semis sold off ahead of Wednesday’s earnings. Brent dropped 2.5% despite Washington’s new Iran sanctions push, while Bitcoin held near $80,000 after $1.92 billion of weekly ETF inflows. PCE and Nvidia land Wednesday. Warsh speaks Friday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Chips Sold the Yield Relief | Canada Tariffs Escalate | Iran Gets “Economic D-Day” | Bitcoin Tests $80,000

Aug 24, 2026

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4 min read

Chips Sold the Yield Relief | Canada Tariffs Escalate | Iran Gets “Economic D-Day” | Bitcoin Tests $80,000

The Nasdaq fell 0.76% as semis broke ahead of Nvidia. The 10-year eased to 4.71% and oil fell more than 2%. Washington widened Iran sanctions and threatened 50% Canadian auto tariffs, while Bitcoin held near $79,000 after $1.92 billion of weekly ETF inflows.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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