The Yen Test: What the Carry Trade Story Gets Wrong

USD/JPY (light blue, right axis; higher means a weaker yen) and US 30-year Treasury yield (orange, left axis), daily, July 22 to October 1, 2026. Source: TradingView (ICE, TVC). Chart: BitBrainers.

Weekly Brief: The War Reached the Ten-Year. Bitcoin Answered the Yield

Bitcoin futures open interest, CoinGlass, late Aug to Sep 28, 2026. Peaked near $61.5B on Sep 22, stepped down through the pullback. Source: CoinGlass.

The War in the Price of Everything

Illustration: a crude tanker on Gulf water. The strait Iran mined in February carries a fifth of the world's oil.

$87,300 Said No Twice. Friday's Book Is $15.8B

BTC 4H, Bitstamp, September 23, 2026

Weekly Brief: Bitcoin Took Out Its Gateway on a Monday Morning

BTC/USD 4H, Bitstamp, September 21, 2026. The Monday breakout bar through the $82,250 gateway.

One Candle Through $80,000

BTC/USD 4h, Bitstamp. The 14:00 candle closed at 80,683 after a high of 81,113. Source: TradingView.

Warsh Hiked 25 at 5% Yields. Bitcoin Held the Shelf.

BTCUSD 4H, Bitstamp. SMA(50) at $77,263. Last $76,536. Shelf held. Average still overhead. Chart: BitBrainers via TradingView.

The Fed Meets at 5% Yields and $75K Bitcoin

10-year Treasury yield at 5.00%, BTC at $75,489. FOMC statement 2:00 p.m. ET, September 16, 2026.

Sixty Votes Won't Buy the CLARITY Act Enough Time in the House

"US Capitol west side at dusk" by Martin Falbisoner, CC BY-SA 3.0, via Wikimedia Commons.

Weekly Brief: The Most Important Week of Bitcoin's Year, Maybe

The CLARITY Act ahead of its first Senate cloture vote, Tuesday at 2:15 p.m. Eastern.

Bessent Tripled the Buyback. The 30-Year Still Went to 5.36%

US, UK, Japan, Germany, France, and Australia 10-year government bond yields, daily. TradingView, September 11, 2026.