Hot News
Bitcoin trades near 61,500 this morning, pinned in a tight 60,000 to 63,000 range, and at 12:30 UTC the May CPI lands. This is the single most important input for the next move. April printed 3.8 percent, the hottest since May 2023. A second hot
Research
The reflexive premium that built the Bitcoin treasury companies is the thing that destroys them, and it does not destroy them one at a time.
Research
The stablecoin rules everyone feared have arrived. They quietly transfer the franchise to whoever can carry a license, and strangle the edge that built the incumbents.
Research
The loudest story in crypto is almost never the one that matters. Institutions are moving the safest asset on earth onto chain, and plumbing is where the durable money is made.
Research
The crypto desks are reading the wrong screen. The variable that moves Bitcoin in 2026 sits in the Eccles Building, and the new Fed chair is removing the soft floor under global liquidity.
Hot News
While retail panic-sells the dip, the quiet money is doing the opposite. Family offices and sovereign wealth funds are reported to be accumulating below 60,000, treating the drop as an entry, not an exit. The Fear and Greed Index prints 10, deep in extreme fear. Howard Marks writes
Research
Record Bitcoin ETF outflows look like capitulation. The data says fast money repricing the Fed path through a reflexive loop, not a structural exit.
Briefing
Goldzweig PRO Extended Briefing, 10 June 2026
Briefing
Goldzweig Morning Briefing, 10 June 2026
Hot News
Fear and Greed Hits 9. The Crowd Is Selling Again.
Research
Strategy holds 845,256 Bitcoin and just sold for the first time since 2022. The mNAV says the market has stopped trusting the machine. This is what the premium is really telling you.
Briefing
Extreme Fear at 8 is a level, not a verdict. Why the desk is neutral to bullish on Bitcoin, contrarian into the fear.