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Jobs Contracted. Stocks Climbed. Hormuz Stalled. Crypto Looks Beyond the Cycle.

Aug 7, 2026

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4 min read

Jobs Contracted. Stocks Climbed. Hormuz Stalled. Crypto Looks Beyond the Cycle.

The S&P 500 closed at another record after July payrolls fell by 23,000. Treasury yields dropped as September hike odds faded, while Hormuz negotiations remained stuck over control of the strait.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Payrolls Shock the Fed | Hormuz Proposal Complicates Talks | SpaceX Holds the Line | Bitcoin Whales Keep Buying

Aug 7, 2026

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5 min read

Payrolls Shock the Fed | Hormuz Proposal Complicates Talks | SpaceX Holds the Line | Bitcoin Whales Keep Buying

The Dow snapped a five-day winning streak as weaker guidance and fresh Hormuz tensions weighed on sentiment. Oil climbed above $82 and SpaceX absorbed its first lockup expiration.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Hormuz Deal Hits a Wall | Dow Breaks Lower | Jobs Take Center Stage | SpaceX Finds a Floor

Aug 6, 2026

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5 min read

Hormuz Deal Hits a Wall | Dow Breaks Lower | Jobs Take Center Stage | SpaceX Finds a Floor

The Dow fell more than 500 points as weak earnings guidance and new Hormuz tensions weighed on markets. Oil rebounded above $82, SpaceX stabilized after its lockup, and Friday's jobs report became the week's biggest event.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Dow Hits Another Record | SpaceX Unlocks $101 Billion | Bitcoin Faces a Structural Test | Payrolls Tomorrow

Aug 6, 2026

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5 min read

Dow Hits Another Record | SpaceX Unlocks $101 Billion | Bitcoin Faces a Structural Test | Payrolls Tomorrow

The Dow closed at another record while SpaceX begins its largest insider unlock. Hormuz talks continue, Bitcoin holds near $64,500, and Friday's payrolls report becomes the week's biggest macro event.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Wall Street Paused | SpaceX Sank | Fed Hawks Got Louder | Circle Won Wall Street

Aug 5, 2026

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5 min read

Wall Street Paused | SpaceX Sank | Fed Hawks Got Louder | Circle Won Wall Street

The Dow rose 391 points while the Nasdaq slipped as investors questioned AI spending after SpaceX and AMD earnings. Fed officials pushed for higher rates, Circle unveiled heavyweight partners for Arc, and Hormuz negotiations continued.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI Keeps Winning | Dow Hits Another Record | Oil Slides Again | Payrolls Are Next

Aug 5, 2026

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4 min read

AI Keeps Winning | Dow Hits Another Record | Oil Slides Again | Payrolls Are Next

The Dow closed above 54,000 for the first time as falling oil and strong earnings powered another rally. SpaceX and AMD beat estimates but fell after hours as investors questioned AI spending. July payrolls arrive Friday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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