STRC dividend coverage collapsed from 7+ years to 14 months. CryptoQuant says Strategy needs $2.8B in reserves before buying another sat.

OG STXO down 75% from cycle peak. ETF holders have been net sellers for six weeks. The divergence between conviction and paper hands has rarely been cleaner.

6,000-year planetary alignment peaks July 15-25. Marty connects it to KYC stablecoins, AI surveillance, paper bitcoin, and the Layer 2 work nobody's watching.

Bitcoin miners hold the scarcest asset in the AI build-out: already-energized power. Brandon Bailey on the re-rating opportunity and what it means for Bitcoin.

6,000-year planetary alignment peaks July 15-25. Marty connects it to KYC stablecoins, AI surveillance, paper bitcoin, and the Layer 2 work nobody's watching.

Bitcoin miners hold the scarcest asset in the AI build-out: already-energized power. Brandon Bailey on the re-rating opportunity and what it means for Bitcoin.

2008-level defaults, $670B in liability on ~$4B of real capital, and a K-shaped economy one PE unwind away from collapse. Nick Nemeth on the everything bubble.

AI bubble, blue-collar renaissance, Kevin Warsh's Robin Hood Fed, and socialist wins in New York. Peter St. Onge on what's coming.

Glassnode's Week 26 data shows LTHs flipping to net accumulation as ETFs shed a record $4.5B in June. The classic capitulation handoff is visible on-chain.

Saylor declared the four-year Bitcoin cycle dead on April 4. The 2026 drawdown from ~$126K ATH is the first live test of that thesis.

2029 Social Security cliff, central banks dumping Treasuries, and why gold and Bitcoin are the liquidity layer when the system breaks.