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Oliver Buchannon

Bo Nichols

SpaceX Passed Amazon. Oil Broke $80. A $300 Billion Iran Fund Emerged. The Fed Decides Tomorrow.

Jun 16, 2026

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5 min read

SpaceX Passed Amazon. Oil Broke $80. A $300 Billion Iran Fund Emerged. The Fed Decides Tomorrow.

SpaceX (SPCX) surged another 4.8% and briefly passed Microsoft in market value after announcing a $60 billion acquisition of Cursor parent Anysphere. Oil fell below $80 as details of the U.S.-Iran agreement emerged, including a proposed $300 billion reconstruction fund. The Dow closed at another record while tech stocks pulled back ahead of the Fed. Bitcoin held above $66,000.

Dio Pouerie, +1

The Rally Paused. Oil Steadied. Strategy Added $100 Million in BTC. Warsh Takes the Chair.

Jun 16, 2026

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5 min read

The Rally Paused. Oil Steadied. Strategy Added $100 Million in BTC. Warsh Takes the Chair.

Asian markets cooled after Monday's record surge, with the Nikkei slipping from its peak. Brent steadied near $83 and WTI held above $80 as traders watched for the first tankers through Hormuz. Bitcoin held above $66,000 as Strategy (MSTR) bought another 1,587 BTC and lifted its cash reserve to $1.1 billion. The Fed's two-day meeting begins today.

Dio Pouerie, +1

Peace Crashed Oil. SpaceX Hit $2.5 Trillion. The Fed Takes the Baton.

Jun 15, 2026

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5 min read

Peace Crashed Oil. SpaceX Hit $2.5 Trillion. The Fed Takes the Baton.

Stocks surged as the U.S.-Iran peace deal pushed oil to three-month lows. The Dow closed at a record 51,671 while the Nasdaq gained 3.07%. SpaceX jumped another 20% and briefly approached a $2.5 trillion valuation. Bitcoin climbed above $66,000. The Fed begins Kevin Warsh's first meeting tomorrow.

Dio Pouerie, +1

The U.S. and Iran Reached a Peace Deal. Oil Crashed. SpaceX Proved the AI Trade Is Still Open.

Jun 15, 2026

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4 min read

The U.S. and Iran Reached a Peace Deal. Oil Crashed. SpaceX Proved the AI Trade Is Still Open.

The U.S. and Iran reached a peace agreement Sunday, with a signing ceremony planned for Friday in Switzerland. Brent fell below $84 and WTI dropped more than 5% to near $80, the lowest since March. Bitcoin rose above $65,500. SpaceX (SPCX) ended its first trading day up 19% at a valuation above $2 trillion. The Fed decides Wednesday.

Dio Pouerie, +1

The Week That Decides Whether AI Earned Its Premium

Jun 14, 2026

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7 min read

The Week That Decides Whether AI Earned Its Premium

The Fed meets Wednesday for the first time under Kevin Warsh. SpaceX begins its second week of trading. The Iran deal may be days away. Bitcoin is recovering but demand has not returned. Kroger and CarMax test the consumer before the Fed speaks.

Dio Pouerie, +1

SpaceX Listed. Oil Fell. Markets Bought the End of the War.

Jun 13, 2026

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7 min read

SpaceX Listed. Oil Fell. Markets Bought the End of the War.

SpaceX became the largest IPO in history. Trump canceled strikes and said a Hormuz deal was close. CPI hit 4.2%. Bitcoin broke $60,000 and then climbed back. The ECB hiked. Oracle asked for $40 billion more.

Dio Pouerie, +1

SpaceX Cleared $2 Trillion. Oil Fell on Peace. Gold Lost the Fear Bid.

Jun 12, 2026

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5 min read

SpaceX Cleared $2 Trillion. Oil Fell on Peace. Gold Lost the Fear Bid.

SpaceX (SPCX) closed up 19% in its debut, valuing the company above $2 trillion. Brent fell to $87.33 on hopes for a U.S.-Iran deal. Gold is down 25% from its January peak. Bitcoin held near $63,500 as ETF volume neared $2 trillion.

Dio Pouerie, +1

SpaceX Lists Today. Trump Calls Off the Iran Strikes. Oil Hit a Two-Month Low. Metaplanet to Expand Bitcoin Treasury.

Jun 12, 2026

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5 min read

SpaceX Lists Today. Trump Calls Off the Iran Strikes. Oil Hit a Two-Month Low. Metaplanet to Expand Bitcoin Treasury.

Trump canceled planned strikes on Iran and said a Hormuz deal could be signed this weekend, sending Brent to a two-month low near $88. Wall Street rallied Thursday, with the Nasdaq up 2.54%. Adobe beat and raised but fell after hours on a CFO exit. Bitcoin firmed near $63,500. SpaceX begins trading.

Dio Pouerie, +1

SpaceX Priced. Stocks Surged. Bitcoin Reclaimed $63,000.

Jun 11, 2026

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5 min read

SpaceX Priced. Stocks Surged. Bitcoin Reclaimed $63,000.

Trump said a peace deal with Iran is close and canceled planned strikes. The Dow gained 930 points while the Nasdaq rose 2.54%. SpaceX priced its record IPO at $135 per share and raised $75 billion. Bitcoin climbed above $63,000. Oil fell nearly 4%. Friday's open is now the most important event of the week.

Dio Pouerie, +1

The U.S. Struck Iran Again. The ECB Hiked Today. CPI Hit a Three-Year High. SpaceX Prices Tonight.

Jun 11, 2026

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5 min read

The U.S. Struck Iran Again. The ECB Hiked Today. CPI Hit a Three-Year High. SpaceX Prices Tonight.

U.S. forces hit Iran, and Trump said Tehran will "pay the price." May CPI came in at 4.2%, though core was soft at 0.2%. Brent held near $92. Bitcoin clawed back to $62,000 after breaking $60,000. The ECB raised rates by 25 basis points to 2.25% and lifted its inflation forecasts through 2027. SpaceX prices its record IPO after the close.

Dio Pouerie, +1

CPI Hit 4.2%. Oracle Wants $40 Billion More. SpaceX Demand Reached $250 Billion.

Jun 10, 2026

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5 min read

CPI Hit 4.2%. Oracle Wants $40 Billion More. SpaceX Demand Reached $250 Billion.

Inflation rose to 4.2%, the highest level in three years. Oracle (ORCL) beat earnings but announced plans to raise another $40 billion for AI infrastructure. SpaceX demand reportedly exceeded $250 billion ahead of Thursday pricing. Stocks fell as Trump threatened new strikes on Iran. Bitcoin stayed near $62,000.

Dio Pouerie, +1

CPI Hit 4.2%. The U.S. Struck Iran. Oil Reversed Higher. Bitcoin Broke $62,000.

Jun 10, 2026

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6 min read

CPI Hit 4.2%. The U.S. Struck Iran. Oil Reversed Higher. Bitcoin Broke $62,000.

CPI Hit 4.2%. The U.S. Struck Iran. Oil Reversed Higher. Bitcoin Broke $62,000.The US launched strikes against Iran overnight after Monday's downing of a US Apache helicopter near Hormuz. Dow and S&P 500 futures fell about 0.3%; Nasdaq 100 futures dropped 0.4%. Oil reversed higher after Tuesday's slide toward $88. Bitcoin fell to roughly $61,700, down 2.1% overnight. May CPI lands today, with consensus at 4.2% headline.

Dio Pouerie, +1

Tech Sold First. SpaceX Pulled Capital. The Iran Story Came Back.

Jun 9, 2026

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6 min read

Tech Sold First. SpaceX Pulled Capital. The Iran Story Came Back.

The Nasdaq fell 1% after a sharp intraday selloff. Apple (AAPL) dropped more than 3% following its Siri AI unveiling. SpaceX IPO demand surpassed $250 billion. Trump said Iran shot down a U.S. Apache helicopter near Hormuz. Oil fell to a seven-week low despite renewed tensions. Anthropic launched Claude Fable 5.

Dio Pouerie, +1

The Dip Buyers Came Back. Bitcoin Didn't Get the Memo.

Jun 9, 2026

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5 min read

The Dip Buyers Came Back. Bitcoin Didn't Get the Memo.

Chip stocks extended their rebound for a second day. South Korea's Kospi jumped 8% after Monday's 8% crash. Bitcoin slipped back toward $62,600 as crypto lagged the tech recovery. OpenAI filed for its IPO. China announced a $295 billion AI buildout plan. CPI lands tomorrow.

Dio Pouerie, +1

Chips Took Friday Back. Iran Reopened the War. Saylor Reversed the BTC Trade.

Jun 8, 2026

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5 min read

Chips Took Friday Back. Iran Reopened the War. Saylor Reversed the BTC Trade.

A semiconductor rebound led by Intel lifted the Nasdaq back toward records. Brent climbed toward $94 after Iran and Israel traded fire over the weekend. Bitcoin rose toward $63,500 after Strategy reversed last week's sale and bought $101 million more. May payrolls landed at 172,000. CPI lands Wednesday.

Dio Pouerie, +1

Iran Hit Israel. Oil Hit $97. Bitcoin Bounced. The Week That Decides Everything Begins.

Jun 8, 2026

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6 min read

Iran Hit Israel. Oil Hit $97. Bitcoin Bounced. The Week That Decides Everything Begins.

Israel and Iran exchanged fire overnight for the first time since the April ceasefire. Brent jumped nearly 5%. South Korea's Kospi plunged 8% and triggered a circuit breaker. Bitcoin bounced to $63,500 from below $60,000. Goldman Sachs pushed its Fed rate-cut forecast to 2027. SpaceX prices Thursday.

Dio Pouerie, +1

Five Questions That Decide Whether Last Week Was a Warning or a Bottom

Jun 7, 2026

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6 min read

Five Questions That Decide Whether Last Week Was a Warning or a Bottom

CPI lands Wednesday. SpaceX lists Friday. Oracle and Adobe test AI earnings. The Fed meeting is ten days away. Bitcoin is sitting on a structural support level with $1 billion in puts underneath it.

Dio Pouerie, +1

The Week AI Proved It Could Hold the Market Together

Jun 6, 2026

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6 min read

The Week AI Proved It Could Hold the Market Together

AI became the market's anchor until Friday. Bitcoin broke below $60,000. The Fed shifted toward hikes. Iran escalated and then backed off. Private credit started to crack. SpaceX exposed a fracture in passive investing.

Dio Pouerie, +1

Payrolls Revived the Hike Debate. AI Lost $1 Trillion. Bitcoin Fell Again.

Jun 5, 2026

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5 min read

Payrolls Revived the Hike Debate. AI Lost $1 Trillion. Bitcoin Fell Again.

Payrolls came in at 172,000 versus 80,000 expected. The Nasdaq suffered its worst day since April 2025. Semiconductor stocks erased more than $1 trillion in value. Bitcoin fell below $60,000. Meta (META) slid on AI financing concerns. SpaceX remains at least a year away from the S&P 500.

Dio Pouerie, +1

Bitcoin's Worst Week Since FTX. Payrolls Surged. SpaceX Lists in Seven Days.

Jun 5, 2026

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6 min read

Bitcoin's Worst Week Since FTX. Payrolls Surged. SpaceX Lists in Seven Days.

Payrolls jumped 172,000, far above the 80,000 expected. Bitcoin fell toward $61,000, on pace for its worst week since FTX. South Korea's Kospi plunged 5.5%. SpaceX remains excluded from the S&P 500. Anthropic called for a global AI slowdown.

Dio Pouerie, +1

The Dow Bought Peace. Nasdaq Sold Chips. Bitcoin Lost the Bid.

Jun 4, 2026

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6 min read

The Dow Bought Peace. Nasdaq Sold Chips. Bitcoin Lost the Bid.

The Dow jumped 875 points to a record. Broadcom (AVGO) fell 12.6% after missing revenue. Oil dropped 3% on Iran deal hopes. Bitcoin is on pace for its worst week since February. Payrolls land tomorrow.

Dio Pouerie, +1

Broadcom Missed the Bar. Bitcoin Hit $63,000. The AI Trade Is Taking a Breath.

Jun 4, 2026

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5 min read

Broadcom Missed the Bar. Bitcoin Hit $63,000. The AI Trade Is Taking a Breath.

Broadcom (AVGO) fell 12% premarket after failing to raise its 2027 AI chip target. CrowdStrike (CRWD) fell 10% on guidance. Bitcoin dropped to $63,000, its lowest since February. Oil eased after Israel and Lebanon renewed their ceasefire. Standard Chartered said the bitcoin bottom is "almost in." SpaceX roadshow begins today.

Dio Pouerie, +1

The Win Streak Ended. Private Credit Cracked. Bitcoin Held $65,000.

Jun 3, 2026

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5 min read

The Win Streak Ended. Private Credit Cracked. Bitcoin Held $65,000.

The S&P 500's nine-session winning streak ended. Software stocks fell over 4%. Partners Group capped withdrawals from an $8.6 billion fund. Alphabet upsized its equity raise to $84.75 billion. Bitcoin held near $65,000 as Citi said ETF flows matter more than Strategy's sale.

Dio Pouerie, +1

Iran Hit Kuwait. Oil Hit $98. Bitcoin Hit $65,000.

Jun 3, 2026

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5 min read

Iran Hit Kuwait. Oil Hit $98. Bitcoin Hit $65,000.

Iran fired missiles at Kuwait airport overnight, killing one person. Brent rose toward $98. The S&P 500's nine-session win streak faces its hardest test. Bitcoin fell to $65,000 as its fear gauge surged 20%. Rate hike odds hit 85%. SpaceX set its IPO price at $135 per share.

Dio Pouerie, +1

Nvidia Took the PC. Bitcoin Lost $70,000. Iran Talks Stayed Alive.

Jun 2, 2026

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4 min read

Nvidia Took the PC. Bitcoin Lost $70,000. Iran Talks Stayed Alive.

Nvidia (NVDA) jumped after unveiling its AI PC chip. Marvell Technology (MRVL) surged 32% after Jensen Huang called it a future trillion-dollar company. Bitcoin fell below $70,000 as ETF outflows hit an 11-session streak. Rubio said Iran talks are still active.

Dio Pouerie, +1