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Brent Below $100. Records Continue. The Jobs Report Decides.

May 7, 2026

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5 min read

Brent Below $100. Records Continue. The Jobs Report Decides.

Brent fell below $100 for the first time since the war began as Iran evaluated a U.S. peace framework. The Nikkei crossed 62,000. Maersk warned energy costs will persist even after peace. Bitcoin paused near $81,000. Coinbase and CoreWeave report after the close.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Diplomacy Is Rallying Markets. The Physical System Still Has Not Reset.

May 6, 2026

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5 min read

Diplomacy Is Rallying Markets. The Physical System Still Has Not Reset.

Brent fell toward $101 on reports of a U.S.-Iran framework. The Nasdaq hit another record as AMD surged 19%. Bitcoin held above $82,000 on ETF inflows and short covering. Global debt reached a record $353 trillion. The jobs report lands Friday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Deal Is Close. Oil Is Falling. Everything Is Rallying.

May 6, 2026

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4 min read

The Deal Is Close. Oil Is Falling. Everything Is Rallying.

Trump paused Project Freedom citing great progress toward a final agreement with Iran. Brent dropped toward $102. AMD surged 16% on data center dominance. Samsung crossed $1 trillion. Bitcoin held above $81,000. The jobs report arrives Friday.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Chips Rallied. Oil Eased. Bitcoin Held $80K.

May 5, 2026

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5 min read

Chips Rallied. Oil Eased. Bitcoin Held $80K.

AMD beat on data center demand. Micron passed $700 billion. Strategy posted a $12.7 billion loss. Brent fell near $109 as officials defended Project Freedom. Bitcoin held above $81,000.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Project Freedom Met Resistance. The Ceasefire Is Fraying.

May 5, 2026

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5 min read

Project Freedom Met Resistance. The Ceasefire Is Fraying.

Iran struck UAE oil infrastructure and ships in the Strait. The U.S. sank Iranian boats. One vessel transited under escort. Bitcoin held $80,000 through the escalation. AMD reports after the close. The IMF scrapped its global growth forecast.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Project Freedom Met Resistance. Bitcoin Broke $80K. AI Found Revenue.

May 4, 2026

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5 min read

Project Freedom Met Resistance. Bitcoin Broke $80K. AI Found Revenue.

Oil jumped after the UAE intercepted Iranian missiles. Bitcoin cleared $80,000. Palantir delivered 85% revenue growth. The Fed stayed cautious. The week opened with stronger crypto, stronger AI, and the same Strait risk.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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