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Bo Nichols

Bo Nichols

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Trump Rejected the AI Slowdown | The 10-Year Hit 5% | Chips Sold Off | Bitcoin Rallied Into CLARITY

Sep 14, 2026

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4 min read

Trump Rejected the AI Slowdown | The 10-Year Hit 5% | Chips Sold Off | Bitcoin Rallied Into CLARITY

Trump attacked calls to slow frontier AI as Nvidia and other chip stocks fell. The 10-year Treasury yield touched 5.014% as Fed hike odds reached 92.3%. Brent held above $105 after Saudi Arabia shut its East-West pipeline, while Bitcoin climbed toward $78,000 ahead of Tuesday’s CLARITY vote.

Dio Pouerie, +1

AI Titans Called for a Slowdown | Brent Nears $108 | Chips Enter a Bear Market | The Fed Decides Wednesday

Sep 14, 2026

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5 min read

AI Titans Called for a Slowdown | Brent Nears $108 | Chips Enter a Bear Market | The Fed Decides Wednesday

Dario Amodei, Sam Altman and Elon Musk backed slowing frontier AI development this weekend, sending Nasdaq 100 futures down more than 1%. Saudi Arabia’s East-West pipeline shutdown pushed Brent near $108, while the 10-year sits at 4.96% and Fed hike odds reached 86%. Bitcoin holds near $77,300 ahead of Tuesday’s CLARITY vote.

Dio Pouerie, +1

The Week the Senate Votes on Crypto and the Fed Decides the Price

Sep 13, 2026

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5 min read

The Week the Senate Votes on Crypto and the Fed Decides the Price

Three scheduled decisions land in four days. The Senate takes a cloture vote on the CLARITY Act Tuesday, where 60 votes only open the debate. The Fed decides Wednesday at 2 p.m. Eastern with fresh projections and a press conference. The Bank of Japan follows Thursday night. Bitcoin traded near $77,000 late Friday, with spot bitcoin fund outflows running three sessions and Liquid's pegs still shut.

Dio Pouerie, +1

The Week Bitcoin Traded on Rates and the Flow Story Fell Apart

Sep 12, 2026

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6 min read

The Week Bitcoin Traded on Rates and the Flow Story Fell Apart

Bitcoin ended the week near $77,000 after core CPI ran hot and the 10-year touched 4.984%. Spot bitcoin funds posted three straight outflow days while XRP funds took money in, and XRP still fell hardest. Blockstream got 3,400 of 4,000 bitcoin back and called the rest theft. Strategy bought its own preferred stock instead of bitcoin. U.S. Bancorp moved real dollars on Stellar. CLARITY Act odds sat near 24% midweek.

Dio Pouerie, +1

Stocks Rally | Oil Pulls Back | Hike Odds Hit 85.6% | Saudi Arabia Shuts a Key Pipeline

Sep 11, 2026

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4 min read

Stocks Rally | Oil Pulls Back | Hike Odds Hit 85.6% | Saudi Arabia Shuts a Key Pipeline

The Dow jumped more than 500 points as WTI fell back below $100, but core CPI came in hot and September hike odds climbed to 85.6%. Saudi Arabia shut its 7 million-barrel-a-day East-West pipeline after attacks, while Bitcoin held above $77,000 ahead of next week’s CLARITY vote and Fed decision.

Dio Pouerie, +1

Oracle’s AI Backlog Hit $638B | Core CPI Came In Hot | Bitcoin Faces a $14.4B Options Cliff | The Fed Is Next

Sep 11, 2026

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5 min read

Oracle’s AI Backlog Hit $638B | Core CPI Came In Hot | Bitcoin Faces a $14.4B Options Cliff | The Fed Is Next

Oracle’s AI backlog reached $664 billion as cloud infrastructure demand surged. August CPI rose 0.4% on the month and 3.4% year over year, both in line with forecasts, but core rose a hotter-than-expected 0.3%. Brent remains above $100, while Bitcoin holds near $78,000 ahead of the CLARITY Act vote and Fed decision.

Dio Pouerie, +1

WTI Cleared $102 | The Ten-Year Nears 5% | Oracle’s AI Demand Surged | CPI Gets the Final Vote

Sep 10, 2026

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4 min read

WTI Cleared $102 | The Ten-Year Nears 5% | Oracle’s AI Demand Surged | CPI Gets the Final Vote

WTI jumped 6.7% to $102.48 and Brent closed at $107.63 as markets priced a longer Iran war. The 10-year moved above 4.95%, while August PPI rose 5.4% year over year and pushed September hike odds above 73%. Oracle jumped on AI cloud growth, Adobe beat estimates, and CPI lands Friday.

Dio Pouerie, +1

Brent Closed Above $101 | Trump Pushes the War Past the Midterms | Strive Bought Bitcoin | PPI Lands This Morning

Sep 10, 2026

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5 min read

Brent Closed Above $101 | Trump Pushes the War Past the Midterms | Strive Bought Bitcoin | PPI Lands This Morning

Brent settled at $101.21 as the Dow fell for a third straight session and the 10-year reached 4.857%. Trump said the Iran war would end after the midterms. Strive bought 1,375 bitcoin while Strategy bought none for a second week. August PPI rose 0.4% month over month and 5.4% year over year, while core came in softer at 0.2%. CPI now becomes the final major inflation test before the Fed.

Dio Pouerie, +1

U.S. Denied Iran's Strike Claims | Brent Closed Above $101 | Yields Broke Higher | Google Put $15.1B Into Finland

Sep 9, 2026

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4 min read

U.S. Denied Iran's Strike Claims | Brent Closed Above $101 | Yields Broke Higher | Google Put $15.1B Into Finland

Brent settled over $101.21 after Iran claimed strikes on 10 ships near Hormuz. U.S. Central Command denied any U.S. warships were hit and said U.S. forces destroyed 10 Iranian tankers in the past week. The Dow fell 405 points as the 10-year yield reached 4.857%. Google committed $15.1 billion to Finnish AI infrastructure.

Dio Pouerie, +1

U.S. Destroyed Five Iranian Tankers | Brent Touched $100 | Oracle Tests AI Demand | Bitcoin Holds Near $79K

Sep 9, 2026

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4 min read

U.S. Destroyed Five Iranian Tankers | Brent Touched $100 | Oracle Tests AI Demand | Bitcoin Holds Near $79K

CENTCOM destroyed five Iran-linked tankers after the IRGC fired ballistic missiles at a U.S. warship for a second straight day. Brent touched $100 before easing toward $97. The Dow fell 628 points, the 10-year held near 4.79%, and Bitcoin stayed near $79,000. Oracle reports Thursday before CPI gives the Fed its final major inflation test Friday.

Dio Pouerie, +1

Brent Nears $100 | Houthis Hit Saudi Energy Sites | Chips Defy the Selloff | Bitcoin Tests $78K

Sep 8, 2026

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4 min read

Brent Nears $100 | Houthis Hit Saudi Energy Sites | Chips Defy the Selloff | Bitcoin Tests $78K

Brent closed at $97.92 after touching $99.46 as Houthi attacks hit Saudi energy sites and reports surfaced of another Iranian attack on U.S. Navy ships. The Dow fell 622 points as oil revived inflation fears. Chips bucked the selloff, while Bitcoin slipped toward $78,000 after a $320 million Liquid Network hack exposed another weakness in crypto infrastructure.

Dio Pouerie, +1

Iran Threatens U.S. Warships | Brent Nears $98 | Bitcoin Sidechain Loses 95% of Reserves | CPI Comes Friday

Sep 8, 2026

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5 min read

Iran Threatens U.S. Warships | Brent Nears $98 | Bitcoin Sidechain Loses 95% of Reserves | CPI Comes Friday

Iran says it can strike U.S. Navy vessels enforcing the Hormuz blockade after U.S. forces hit three Iranian tankers. Brent holds near $98 as Strait traffic falls to its lowest since May. Bitcoin trades near $78,400 after a $320 million hit to the Liquid sidechain, while spot ETFs post their strongest three-week inflow run of 2026. CPI lands Friday.

Dio Pouerie, +1

Wall Street's Unruly Season Starts Now

Sep 7, 2026

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4 min read

Wall Street's Unruly Season Starts Now

Nearly 100 years of data say this month is different. This year it comes with real tests.

Dio Pouerie, +1

The Week CPI Answers What Payrolls and Waller Left Unsettled

Sep 6, 2026

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6 min read

The Week CPI Answers What Payrolls and Waller Left Unsettled

Markets reopen Tuesday for a four-session sprint into CPI. PPI and the ECB land Thursday. CPI gets the final word Friday. Then come the CLARITY vote and FOMC next week. Bitcoin enters near $81,000 with oil above $95.

Dio Pouerie, +1

The Week Payrolls Sided With Warsh and Handed CPI the Vote

Sep 5, 2026

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6 min read

The Week Payrolls Sided With Warsh and Handed CPI the Vote

Brent crossed $95 on renewed U.S.-Iran strikes. Waller opened the door to a September hold. Payrolls surprised at 162,000, triple the consensus. Bitcoin broke $81,000 as the Fed relief hit. Broadcom guided FY27 AI revenue to $115 billion. Warsh's hawkish framework met a labor market that refused to break.

Dio Pouerie, +1

Payrolls Cleared Warsh’s Hurdle | Stocks Fell | Diesel Hit a Record | Bitcoin Lost $80K

Sep 4, 2026

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4 min read

Payrolls Cleared Warsh’s Hurdle | Stocks Fell | Diesel Hit a Record | Bitcoin Lost $80K

August payrolls rose 162,000, more than triple the 53,000 expected, while unemployment held at 4.1%. September hike odds moved back near 60%. The Dow fell 272 points as yields rose, diesel hit a record $5.85 a gallon, and Bitcoin dropped below $80,000. CPI and PPI now decide the Fed’s next move.

Dio Pouerie, +1

Waller Turned Dovish | The Dow Jumped 624 Points | Bitcoin Nears $81K | Payrolls Beat Big

Sep 4, 2026

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5 min read

Waller Turned Dovish | The Dow Jumped 624 Points | Bitcoin Nears $81K | Payrolls Beat Big

Fed Governor Christopher Waller said he would be inclined to support holding rates steady if inflation keeps cooling. The Dow jumped 624 points, the dollar fell to its lowest since May, and Bitcoin moved near $81,000. Brent held near $96 as Iran risk stayed live around Hormuz.

Dio Pouerie, +1

Waller Calmed the Raise Concern| Oil Held Above $95 | Nvidia Bought Hugging Face | Bitcoin Broke $81K

Sep 3, 2026

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5 min read

Waller Calmed the Raise Concern| Oil Held Above $95 | Nvidia Bought Hugging Face | Bitcoin Broke $81K

The Dow jumped more than 600 points after Fed Governor Christopher Waller opened the door to a September hold, cutting hike odds to about 50%. Brent still held above $95 as Iran struck U.S. Gulf allies. Nvidia agreed to buy Hugging Face for $12.93 billion, while Bitcoin broke above $81,000 as crypto risk appetite returned.

Dio Pouerie, +1

Broadcom Beat and Fell | Oil Eased From $95 | Bitcoin Slipped Below $77K | Payrolls Land Tomorrow

Sep 3, 2026

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4 min read

Broadcom Beat and Fell | Oil Eased From $95 | Bitcoin Slipped Below $77K | Payrolls Land Tomorrow

Broadcom beat Wall Street’s targets but fell after its Q4 guide missed the bar. Brent eased toward $94 as Trump called the latest U.S.-Iran exchange “short-lived.” The 10-year yield remains near 4.8% after ADP showed just 38,000 private jobs added in August. Bitcoin slipped below $77,000 as payrolls become the next test.

Dio Pouerie, +1

Yields Paused | Oil Held Near $95 | Snowflake Jumped 22% | Broadcom Fell on the Guide

Sep 2, 2026

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4 min read

Yields Paused | Oil Held Near $95 | Snowflake Jumped 22% | Broadcom Fell on the Guide

The Dow rose 295 points as the 10-year yield eased after touching 4.818%. Brent still closed at $95.63, but Hormuz flows hit a wartime high above 17 million barrels Monday. ADP showed only 38,000 private jobs added in August. Snowflake surged 22% after hours, while Broadcom fell 5% on softer guidance.

Dio Pouerie, +1

Oil Nears $95 | Asian Stocks Sink on Rate Fears | Bitcoin Slips Below $78K | Broadcom Tests AI Tonight

Sep 2, 2026

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5 min read

Oil Nears $95 | Asian Stocks Sink on Rate Fears | Bitcoin Slips Below $78K | Broadcom Tests AI Tonight

Brent pushed toward $95 after fresh U.S. strikes on Iran and new threats against Kharg Island. Asian stocks fell as global bond yields hit multi-year highs, with the U.S. 10-year closing at 4.79%. Bitcoin slipped toward $77,000. ADP, factory orders and the Fed’s Beige Book land today before Broadcom reports tonight.

Dio Pouerie, +1

U.S. Strikes Iran Again | Oil Tops $95 | Dell Surges on AI Servers | September Hike Odds Hit 68%

Sep 1, 2026

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4 min read

U.S. Strikes Iran Again | Oil Tops $95 | Dell Surges on AI Servers | September Hike Odds Hit 68%

The U.S. launched new strikes on Iranian targets around Hormuz after attacks on commercial shipping and U.S. personnel. Brent climbed above $95 and WTI crossed $90. Dell surged 10% after hours on a major AI server beat, while markets raised September hike odds to about 68%. Bitcoin held near $78,000 as the CLARITY Act vote approaches.

Dio Pouerie, +1

Iran and the U.S. Traded Fire | Oil Jumped 3% | Strategy Bought Bitcoin Again | September Opens With Everything Live

Sep 1, 2026

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4 min read

Iran and the U.S. Traded Fire | Oil Jumped 3% | Strategy Bought Bitcoin Again | September Opens With Everything Live

The U.S. struck Iranian rocket launchers near Hormuz. Iran answered with missiles at U.S. targets in Jordan and the UAE. Brent rose above $90. Strategy resumed bitcoin purchases after ten weeks, while BTC held near $78,000 after gaining 24% in August. JOLTS and ISM Manufacturing land this morning.

Dio Pouerie, +1

Oil Repriced Iran | Warsh Made September Live | Strategy Bought Again | Jobs Week Starts

Aug 31, 2026

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4 min read

Oil Repriced Iran | Warsh Made September Live | Strategy Bought Again | Jobs Week Starts

WTI jumped 2.8% to $85.76 after renewed U.S.-Iran strikes near Hormuz. September hike odds rose above 65% after Kevin Warsh’s Jackson Hole speech. Strategy bought 4,603 bitcoin for $369.7 million after a 10-week pause, while Bitcoin held near $79,000. Payrolls now decide whether September gets a hike.

Dio Pouerie, +1

Iran Hit Jordan | Oil Jumped 2% | Warsh Pushed Hike Odds to 60% | Jobs Week Begins

Aug 31, 2026

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5 min read

Iran Hit Jordan | Oil Jumped 2% | Warsh Pushed Hike Odds to 60% | Jobs Week Begins

U.S. forces struck Iranian rocket launchers on Larak Island Sunday. Iran answered Monday with missiles at two U.S. bases in Jordan. Brent jumped toward $90, while September hike odds climbed above 60% after Kevin Warsh’s hawkish Jackson Hole speech. Payrolls land Friday.

Dio Pouerie, +1