Marcus Reeves

PPI Ran Hot, Bond Yields Hit a 19-Year High, and Bitcoin Closed Green

Every macro input said sell. BTC finished at $78,430.01, up 0.16%, in the upper third of its range. The non-reaction is the entire story.

Sep 10, 2026 3 min read

A Nasdaq Micro-Cap Ate a 50% Loss to Get Out of Crypto. Bitcoin Didn't Move a Dollar.

AIXC liquidated its bitcoin and XRP for a robotics pivot at roughly a 50% loss. BTC closed at $79,608.01, down seven basis points. That non-...

Sep 5, 2026 3 min read

Oil Went to $93 and Crypto Didn't Act Like a Hedge

Seven of eight majors closed red as hawkish Fed bets and U.S. strikes on Iran hit the same book. Ethereum lost $2,400 and is the name carryi...

Sep 2, 2026 3 min read

Bitcoin Closed August Twenty-Four Dollars Short of the Line Everyone Was Watching

September hike odds sit at 58%, not the near-lock some desks quoted. BTC finished at $78,315.99 — a whisker under the reversal trigger — whi...

Aug 31, 2026 3 min read

The SEC Just Offered Tokens a Way Out of Securities Law and Crypto Moved Less Than 1%

A $75 million raise exemption and a safe harbour from investment-contract status landed Tuesday. Seven of eight majors closed red, the wides...

Aug 18, 2026 3 min read

BIP-110 Went Live With 3% Miner Support and Bitcoin Moved $42.73

A consensus-layer change entered mandatory signaling with almost no miner backing, and BTC closed at $64,965.92 — up seven basis points. Tha...

Aug 8, 2026 3 min read

$88 Million Gone, and the Coins Are Moving the Wrong Way

The Coldcard exploit has bitcoin holders sending coin back to exchanges — the inverse of the post-FTX reflex. Eight of eight majors closed g...

Aug 2, 2026 3 min read

41 Minutes, 1,082 BTC, $70 Million — and Bitcoin Closed Down 0.43%

The Coldcard exploit doubled to $70 million overnight. Bitcoin was the best-performing red name in the complex. That's the whole story.

Aug 1, 2026 3 min read

$40 Million Walked Out of Coldcard. Bitcoin's Problem Was $65,409.

BTC printed $65,409.56 before giving it all back to close at $63,786.01, down 1.53%. The wallet exploit is the headline. The rejection is th...

Jul 31, 2026 3 min read

The Fed Held, Citadel Was Wrong, and Bitcoin Paid Out $811

BTC closed at $64,796.01, up 1.27%, after the Fed left rates unchanged. Seven of eight majors green. That's relief money, not conviction mon...

Jul 30, 2026 3 min read

Citadel Is Betting on a Hike and Bitcoin Rallied Into It Anyway

BTC closed up 0.93% at $64,507.54 on the eve of an FOMC where markets price a 37.9% chance of a rate hike. Somebody is wrong.

Jul 29, 2026 3 min read

Two Exchanges Died in Three Days and Bitcoin Moved $277

BitMart is winding down — the second exchange closure in 72 hours. BTC closed at $65,122.72, off 0.42%. The non-reaction is the story.

Jul 27, 2026 3 min read