Key Highlights: The Numbers: $6 billion in net stablecoin inflows accumulated on Binance across March and April, reversing $7.6 billion in prior outflows. Not New Money: This is not fresh…

Key Highlights: The Number: March CPI at +3.3% YoY (below 3.4% consensus). Core inflation (ex-food/energy) at +2.6% YoY, +0.2% monthly. One Number Did Almost All of It: Gasoline surged 21.2%…

Key Highlights: The Number That Keeps Beau Up at Night: 99% of stablecoins in circulation are dollar-denominated. Euro stablecoins hold just 0.35% of a $300B+ market. The Warning: First Deputy…

Key Highlights: The Structure: Bitcoin at $72,750, holding above the rising 50 SMA ($72,195). Higher low ($70,800), higher high ($72,777)—constructive regardless of macro. The Inflow Collapse: Binance exchange inflows fell…

Key Highlights: The Call: 75% probability Bitcoin makes a new low in 2026. Target: ~$39,000–$40,000 (70% drawdown) by October 2026. The Framework: Three on-chain conditions (supply profit/loss cross, MVRV Z-Score…

Key Highlights: The Scheme: Iran's Islamic Revolutionary Guard Corps (IRGC) has formalized a crypto-denominated transit fee for the Strait of Hormuz, charging up to $2 million per vessel. Ship operators…