Bo Nichols | cryptohiiv

Oliver Buchannon

Bo Nichols

Hormuz Hopes Collapsed | Oil Hit $89 | Alphabet Sank 3.8% | CPI Came in Cool

Aug 12, 2026

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5 min read

Hormuz Hopes Collapsed | Oil Hit $89 | Alphabet Sank 3.8% | CPI Came in Cool

Trump’s demand for 50 years of Iranian compensation pushed the Hormuz relief trade into reverse. Alphabet fell as its AI spending climbed. Bitcoin held near $64,000 as large wallets kept buying while Strategy sold again. July CPI rose just 0.1%, holding the annual rate at 3.4%

Dio Pouerie, +1

Hormuz Gets Priced Again | Stocks Slip Before CPI | AI Funding Catches a Bid | The SEC Moves Before Congress

Aug 11, 2026

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5 min read

Hormuz Gets Priced Again | Stocks Slip Before CPI | AI Funding Catches a Bid | The SEC Moves Before Congress

WTI rose to $83.20 as Iran tied Hormuz to the wider war settlement. Stocks slipped before CPI. Nvidia brought Wall Street into a $500 billion AI financing push, while the SEC prepares crypto rules as the CLARITY Act waits for September.

Dio Pouerie, +1

Oil Holds the Hormuz Premium | Intel Raises $15 Billion | Bitcoin’s Fork Fight Returns | CPI Gets the Final Word

Aug 11, 2026

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4 min read

Oil Holds the Hormuz Premium | Intel Raises $15 Billion | Bitcoin’s Fork Fight Returns | CPI Gets the Final Word

U.S. crude held near $82 after a three-session, 9% run as Hormuz talks stalled again. Intel fell 4% on a $15 billion stock sale. Bitcoin stayed near $64,000 after ETFs logged their best week since April. July CPI lands tomorrow.

Dio Pouerie, +1

Oil Reclaims the Premium | Stocks Lose the Bid | CPI Gets the Old Barrel | The Deal the Tape Bought Too Early

Aug 10, 2026

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5 min read

Oil Reclaims the Premium | Stocks Lose the Bid | CPI Gets the Old Barrel | The Deal the Tape Bought Too Early

WTI jumped 5.2%. The Nasdaq slipped. Intel sold stock. The SPR fell below 300 million barrels. Wednesday's CPI carries the next Fed read.

Dio Pouerie, +1

The S&P Hit a Record | Bitcoin ETFs Had Their Best Week Since April | CPI Takes Over

Aug 10, 2026

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5 min read

The S&P Hit a Record | Bitcoin ETFs Had Their Best Week Since April | CPI Takes Over

The S&P 500 closed at a record 7,758 after July payrolls fell by 23,000. Bitcoin ETFs pulled in $853 million last week, their strongest total since mid-April. Brent moved above $84 as Iran rejected direct U.S. talks. CPI lands Wednesday.

Dio Pouerie, +1

The Week Jackson Hole, a GDP Revision, and Bitcoin's Range All Face the Same Question

Aug 9, 2026

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6 min read

The Week Jackson Hole, a GDP Revision, and Bitcoin's Range All Face the Same Question

Seven Fed officials back higher rates heading into a three week quiet stretch before Jackson Hole. SpaceX's lockup cleared but eight more stages sit ahead. Oil stays unresolved. Bitcoin held $65,000 as the CLARITY Act stalls.

Dio Pouerie, +1

The Week Seven Fed Officials Said Hike While the AI Trade Found Its Receipt

Aug 8, 2026

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7 min read

The Week Seven Fed Officials Said Hike While the AI Trade Found Its Receipt

Fed officials now publicly support higher rates ahead of Jackson Hole. SpaceX reported 92% revenue growth but spent $18.4 billion in one quarter. Oil whipsawed again between diplomacy and new demands from Iran. Bitcoin held near $65,000 as institutional buying quietly accelerated.

Dio Pouerie, +1

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, +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, +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, +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, +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, +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, +1

Palantir Rewrote the AI Story | Dow Adds 1,035 | Oil Breaks Lower | SpaceX Faces the Same Question

Aug 4, 2026

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5 min read

Palantir Rewrote the AI Story | Dow Adds 1,035 | Oil Breaks Lower | SpaceX Faces the Same Question

The Dow jumped 2% to another record as Palantir surged 29% on AI demand. Oil fell toward $75 on hopes of a Hormuz deal. SpaceX beat revenue estimates but investors questioned another wave of AI spending.

Dio Pouerie, +1

The Dow Hit Another Record. Asia Stepped Back. SpaceX and AMD Face the Market's Toughest Test Yet.

Aug 4, 2026

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5 min read

The Dow Hit Another Record. Asia Stepped Back. SpaceX and AMD Face the Market's Toughest Test Yet.

The Dow closed above 53,000 as oil fell on renewed Iran diplomacy. Asia turned cautious overnight, while SpaceX and AMD report today. Bitcoin held near $63,700 as Coldcard wallet losses climbed toward $114 million.

Dio Pouerie, +1

Big Tech Took It Back. Oil Lost the War Premium. Palantir Proved AI Demand. Bitcoin Held the Range.

Aug 3, 2026

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5 min read

Big Tech Took It Back. Oil Lost the War Premium. Palantir Proved AI Demand. Bitcoin Held the Range.

The Dow jumped 681 points as oil fell and Big Tech rallied. Palantir beat across the board and raised guidance. Amazon crossed a $3 trillion market cap. Bitcoin held near $63,700 while fresh attacks targeted Coldcard wallets.

Dio Pouerie, +1

Trump Called Off the Iran Strike. Oil Cratered 5%. Bitcoin Held $63,000. Palantir Opens the Year's Biggest Earnings Week.

Aug 3, 2026

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4 min read

Trump Called Off the Iran Strike. Oil Cratered 5%. Bitcoin Held $63,000. Palantir Opens the Year's Biggest Earnings Week.

Brent crude fell more than 4% after Trump paused planned strikes on Iran. The S&P 500 finished Friday at another record close. Bitcoin held near $63,000 as the CLARITY Act stalled. Palantir begins the busiest earnings week of the year tonight.

Dio Pouerie, +1

The Week SpaceX and a Fed Blackout Test What Microsoft Just Proved

Aug 2, 2026

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5 min read

The Week SpaceX and a Fed Blackout Test What Microsoft Just Proved

SpaceX reports Tuesday, triggering a lockup that frees up to 911 million shares. The Clarity Act faces its final window before the Senate's August recess Friday. Oil, Korean chip stocks, and Bitcoin all enter the week fresh off wild swings.

Dio Pouerie, +1

The Week Microsoft and Amazon Proved AI Pays, and Everything Else Got Tested

Aug 1, 2026

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6 min read

The Week Microsoft and Amazon Proved AI Pays, and Everything Else Got Tested

The Fed held rates but three officials voted to hike, the biggest hawkish dissent since 2016. Microsoft and Amazon proved AI spending is turning into revenue. Meta and Apple stumbled. Korean chip stocks crashed twice, then surged back. Oil swung more than 15 percent in both directions.

Dio Pouerie, +1

Amazon Proved the AI Trade. Apple Lost $350 Billion. Iran Expanded the War. Bitcoin Slipped Below $63,000.

Jul 31, 2026

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5 min read

Amazon Proved the AI Trade. Apple Lost $350 Billion. Iran Expanded the War. Bitcoin Slipped Below $63,000.

Amazon surged 15% after AWS grew 37%. Apple lost more than $350 billion despite beating earnings. Iran widened attacks across the Gulf. Bitcoin slipped below $63,000 even as ETF inflows returned.

Dio Pouerie, +1

KOSPI Surged 16%. Amazon's Cloud Beat the Bar. Apple Missed the Guide. Bitcoin Holds $65,000.

Jul 31, 2026

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5 min read

KOSPI Surged 16%. Amazon's Cloud Beat the Bar. Apple Missed the Guide. Bitcoin Holds $65,000.

South Korea's KOSPI surged and triggered a trading halt. AWS grew 37% to $42.2 billion. Apple beat on revenue but warned of supply constraints. Bitcoin held near $65,000 as Strategy absorbed an $8.2 billion unrealized loss. ExxonMobil and Chevron report before the open.

Dio Pouerie, +1

Microsoft Paid for the Buildout. Meta Failed the Cash Test. Chips Snapped Back. The Receipt the Market Needed.

Jul 30, 2026

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5 min read

Microsoft Paid for the Buildout. Meta Failed the Cash Test. Chips Snapped Back. The Receipt the Market Needed.

The Nasdaq jumped 2.5% after Microsoft proved AI spending is producing revenue. Amazon followed with booming AWS growth. Apple beat on iPhone strength but slipped after services missed. GDP slowed, yet inflation stayed well above the Fed's target.

Dio Pouerie, +1

Fed Held. Market Sold. Microsoft Saved the Night. Samsung Posted the Biggest Chip Profit in History.

Jul 30, 2026

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5 min read

Fed Held. Market Sold. Microsoft Saved the Night. Samsung Posted the Biggest Chip Profit in History.

The Fed held rates at 3.50% to 3.75% with three officials voting for a hike. Microsoft surged after strong Azure growth. Meta raised its 2026 capex floor to $135 billion after missing EPS. Apple and Amazon report after the close today.

Dio Pouerie, +1

The Fed Held and Split. Oil Surged. Meta Burned Cash. Microsoft Answered the AI Question.

Jul 29, 2026

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4 min read

The Fed Held and Split. Oil Surged. Meta Burned Cash. Microsoft Answered the AI Question.

The Fed held rates in a 9-3 vote as three officials backed a hike. The Dow suffered its worst day since April 2025. Oil jumped more than 7% after renewed U.S.-Iran tensions. Microsoft delivered strong cloud growth while Meta disappointed on cash flow.

Dio Pouerie, +1

Iran Attacked U.S. Forces. Oil Snapped Back. The Fed Decides Today. Big Tech Opens Its Books Tonight.

Jul 29, 2026

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4 min read

Iran Attacked U.S. Forces. Oil Snapped Back. The Fed Decides Today. Big Tech Opens Its Books Tonight.

Iran launched ballistic missiles at U.S. forces overnight, ending a three-day drop in oil. The Fed announces its decision today. Microsoft and Meta report after the close. Bitcoin slipped toward $63,500 after the Senate delayed the CLARITY Act.

Dio Pouerie, +1