The Fiscal Back Door: Why Bitcoin Broke $80K on a Bond Program Nobody Was Watching
Most people in crypto were watching the Fed. They should have been watching the Treasury. On August 19, Treasury Secretary Scott Bessent announced that the…
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The Bond Desk Moved Bitcoin: What This Week's Surge Is Really Telling Us
On August 19, a press release from the U.S. Treasury Department landed in the morning hours and barely made the front page of most financial outlets. By the time trading closed…
Two Blocks and Done: What BIP-110's Failure Tells Us About Bitcoin's Real Identity
On August 8, 2026, at block 961,632, a group of Bitcoin nodes broke away from the main chain. They enforced a new set of rules that would have temporarily…
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