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Oliver Buchannon
Bo Nichols
Stablecoins Go Mainstream | Bitcoin Waits on the Fed | Infrastructure Wins Again

Mar 18, 2026

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10 min read

Stablecoins Go Mainstream | Bitcoin Waits on the Fed | Infrastructure Wins Again

Mastercard is buying stablecoin rails, regulators are giving crypto a clearer rulebook, and bitcoin is still waiting for macro to decide whether structure can become price.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Capital Picks Its Winners | AI Becomes Infrastructure | Crypto Finds Its Place

Mar 17, 2026

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10 min read

Capital Picks Its Winners | AI Becomes Infrastructure | Crypto Finds Its Place

The market is no longer funding everything, AI is being built like a global system, and crypto is shifting from trade to infrastructure.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Reasserts Control | The Fed’s Dilemma Deepens | Crypto Rally Fails the Test

Mar 17, 2026

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9 min read

Oil Reasserts Control | The Fed’s Dilemma Deepens | Crypto Rally Fails the Test

Energy prices are rising again, central banks are losing flexibility, and crypto’s latest move is revealing how dependent it still is on macro conditions.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Bitcoin Tests $75K | AI Demand Surges | Oil Relief Lifts Risk Assets

Mar 16, 2026

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11 min read

Bitcoin Tests $75K | AI Demand Surges | Oil Relief Lifts Risk Assets

Energy tensions eased slightly, AI infrastructure demand exploded higher, and institutional crypto flows kept building through U.S. ETFs.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Shock Tests Markets | AI’s Energy Bill Rises | Banks Build Digital Rails

Mar 16, 2026

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10 min read

Oil Shock Tests Markets | AI’s Energy Bill Rises | Banks Build Digital Rails

Energy disruption is reshaping liquidity expectations, the AI buildout is colliding with power constraints, and global banks are quietly expanding digital asset infrastructure.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week That Tests The Shock

Mar 15, 2026

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12 min read

The Week That Tests The Shock

Oil set the tone last week. Now the calendar decides whether inflation pressure spreads, whether the Fed tightens the message, and whether bitcoin can keep holding ground.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Six Forces That Actually Drove Crypto Last Week

Mar 14, 2026

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11 min read

Six Forces That Actually Drove Crypto Last Week

Oil shocks, stubborn yields, institutional bitcoin demand, private credit stress, the AI buildout, and a quiet tokenization battle all pushed the market around. None of them lived inside crypto alone.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Stands Its Ground | Bitcoin Defies Macro Pressure | Capital Tests Private Credit

Mar 13, 2026

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9 min read

Oil Stands Its Ground | Bitcoin Defies Macro Pressure | Capital Tests Private Credit

Energy shocks ripple through rates and bonds, private credit faces its first redemption stress, and bitcoin’s resilience is forcing investors to rethink how it behaves in global crises.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Closes in on $100 | Inflation Expectations Jump | Crypto Holds Firm

Mar 12, 2026

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10 min read

Oil Closes in on $100 | Inflation Expectations Jump | Crypto Holds Firm

A prolonged Gulf disruption is pushing oil past $100, inflation expectations are climbing again, and bitcoin is showing unusual resilience while stress builds in private credit.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Near $100 | Shipping Attacks Spread | AI Infrastructure Expands

Mar 12, 2026

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10 min read

Oil Near $100 | Shipping Attacks Spread | AI Infrastructure Expands

Tanker strikes push oil higher again, inflation risks ripple into food and trade, and the race to build AI infrastructure keeps pulling capital and talent across industries.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Climbs | CPI Fades | AI Buildout Accelerates

Mar 11, 2026

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10 min read

Oil Climbs | CPI Fades | AI Buildout Accelerates

Inflation held steady in February, but energy shocks are rewriting the outlook. Oil volatility, AI infrastructure spending, and shifting financial rails are starting to connect into the same macro story.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Wobbles | Bitcoin Holds $70K | AI Demand Keeps Climbing

Mar 11, 2026

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9 min read

Oil Wobbles | Bitcoin Holds $70K | AI Demand Keeps Climbing

Energy markets swing between supply fears and policy relief, bitcoin steadies above $70,000, and the race to build AI infrastructure keeps accelerating.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Falls | AI Capital Flood | Token Wars Begin

Mar 10, 2026

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9 min read

Oil Falls | AI Capital Flood | Token Wars Begin

Crude retreats as markets bet the Hormuz shock will ease, hyperscalers raise tens of billions to fund AI infrastructure, and Wall Street races to control the next generation of tokenized financial markets.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Retreat | Bitcoin Rebounds | Washington Rewrites Crypto Rules

Mar 10, 2026

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10 min read

Oil Retreat | Bitcoin Rebounds | Washington Rewrites Crypto Rules

Crude pulls back after Trump signals the Iran war may end soon, Bitcoin pushes back above $70,000, and U.S. regulators move toward clearer rules for digital assets.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Pullback | Relief Rally | Macro Still in Control

Mar 9, 2026

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10 min read

Oil Pullback | Relief Rally | Macro Still in Control

Crude pulls back below $100, volatility spikes across traditional markets, and crypto finds footing as institutional infrastructure keeps expanding.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Shock | Fed Stalemate | Bitcoin Holds the Line

Mar 9, 2026

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11 min read

Oil Shock | Fed Stalemate | Bitcoin Holds the Line

The Strait of Hormuz disruption pushes crude above $100, bond markets price stagflation risk, and Bitcoin steadies as institutional flows continue testing the market’s resilience.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week That Decides The Ceiling

Mar 8, 2026

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13 min read

The Week That Decides The Ceiling

Inflation, housing, and the Fed’s favorite price gauge all hit the calendar at once. Oracle, Adobe, and Lennar report. Bitcoin enters the week testing how much macro pressure it can absorb.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Six Things That Actually Drove Crypto Last Week

Mar 7, 2026

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12 min read

Six Things That Actually Drove Crypto Last Week

Oil did not just rise. It rewired the whole tape. Yields followed, funding got tighter, bitcoin held up better than expected, and the real story sat underneath price.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Energy Shock | Liquidity Tightens | Crypto Feels the Macro Weight

Mar 6, 2026

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10 min read

Energy Shock | Liquidity Tightens | Crypto Feels the Macro Weight

Oil’s historic surge, collapsing shipping flows, and a fragile labor market are colliding as crypto trades increasingly like any other macro-sensitive asset.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Friction | Logistics Shock | Crypto Tests the Macro Ceiling

Mar 6, 2026

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12 min read

Oil Friction | Logistics Shock | Crypto Tests the Macro Ceiling

Shipping halts ripple through global trade, energy insurance explodes higher, and crypto steadies while bond markets keep tightening the macro backdrop.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Pressure | Policy Friction | Crypto Infrastructure Moves

Mar 5, 2026

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11 min read

Oil Pressure | Policy Friction | Crypto Infrastructure Moves

Energy logistics reshape global equities, Washington hardens its stance on Chinese investment, and crypto infrastructure continues merging with traditional finance.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Rules Again | Yields Push Higher | Risk Tries to Stabilize

Mar 5, 2026

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11 min read

Oil Rules Again | Yields Push Higher | Risk Tries to Stabilize

Hormuz disruption turns crude into the market’s loudest signal, China lowers its growth rhythm, and crypto rebounds as investors recalibrate rather than panic.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Market Catches a Breath | Capital Shifts | The Financial System Shifts

Mar 4, 2026

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10 min read

Market Catches a Breath | Capital Shifts | The Financial System Shifts

Hiring improves but remains narrow, Apple presses its advantage during a memory shortage, and crypto infrastructure edges closer to the core of the financial system as institutions quietly rebuild exposure.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Resilience Test | Oil Holds | Liquidity Still Tight

Mar 4, 2026

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11 min read

Resilience Test | Oil Holds | Liquidity Still Tight

Bitcoin rallies toward $72K as oil-driven inflation keeps central banks cautious, U.S. shale refuses to ramp supply, and the market begins a slower digestion of the Iran conflict.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Relative Strength Test | ETF Flows Hold | Governance Frictions Build

Mar 3, 2026

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9 min read

Relative Strength Test | ETF Flows Hold | Governance Frictions Build

Bitcoin stabilizes as equities slide, ETF inflows extend, miners loosen HODL posture, DAO tensions rise, and Washington’s stablecoin fight becomes the real policy gate.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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