To understand the scale of the current crypto rout, look at the $62 billion. Bitcoin treasury firms shed $62 billion in a deepening market slide. For context, that is nearly the entire market...
The market is currently operating under a form of selective blindness. While Israel and Lebanon agreed to a conditional ceasefire, the US and Iran continue to exchange strikes....
A fragile ceasefire in the Middle East began to crack on Tuesday. What started as diplomatic posturing quickly turned into physical combat as US and Iran exchanged military strikes....
A handful of detained tankers in the Strait of Hormuz started as a logistical inconvenience last week. By Tuesday, the arithmetic of global energy trade had rewritten itself....
Jerome Powell warns that politicizing Fed will erode its credibility. The market is currently operating under a form of selective blindness. While the outgoing Fed Chair defends the institution's...
The pipes of the energy complex cleared today as the market priced out the immediate threat of a blockade. When the US and Iran agreed to a 60-day truce renewal, the risk premium that had been...
The scale of the current AI infrastructure trade is best understood through a single number: $1 trillion. It is a milestone that once felt reserved for the most established software giants or oil majors, yet Micron topped $1 trillion in market cap this session...
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