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2026-04-12 · opinion — AI-powered surveillance went from science fiction to city infrastructure in under three years. Your face unlocks your phone, and now it unlocks your file in a police database. This is not a drill.
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2026-04-10 · opinion — The EU's Chat Control law is pushing Signal to exit Europe. But Signal is a company with servers, employees, and a jurisdiction. Nostr is a protocol with none of those things. You can't regulate what you can't find.
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2026-04-09 · opinion — Nigeria processes more P2P Bitcoin volume than any country except the US. Kenya runs mobile-first Lightning payments. South Africa's central bank is integrating Bitcoin into its regulatory framework. The continent Western media ignores is building the future of money.
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2026-04-09 · bitcoin — Iran is demanding Bitcoin payment from oil tankers transiting the Strait of Hormuz. The world's most critical energy chokepoint is now a live proof-of-concept for censorship-resistant money.
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2026-04-08 · bitcoin — Nostr Wallet Connect quietly turned Bitcoin's Lightning Network into a permissionless payment layer that works across any app, any country, no KYC, no intermediary, no platform risk. The financial system just got an upgrade it can't undo.
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2026-04-07 · bitcoin — While the market obsesses over ETFs and price targets, Bitcoin Core developers shipped major upgrades to transaction relay, mempool policy, and P2P networking. These changes don't move the price today. They determine whether Bitcoin works in 2036.
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2026-04-05 · bitcoin — The Crypto Fear & Greed Index dropped to 11 — a level reached only five times in Bitcoin's history. Every previous instance marked a generational bottom within 30 days. The market is telling you something.
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2026-04-05 · politics — While the federal Strategic Bitcoin Reserve sits idle at 328K BTC with no acquisition mandate, Texas, New Hampshire, and Arizona have already passed state-level Bitcoin reserve laws. Ohio, Massachusetts, and South Dakota have bills in committee. The states are moving faster than Washington.
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2026-04-04 · macro — The Fed is trapped between war-driven inflation and a slowing economy. Rate cuts fuel inflation. Rate hikes kill growth. Every historical stagflation episode has produced a flight to hard assets — and Bitcoin is now on that list.
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2026-04-03 · macro — Bitcoin has lost 45% since its October high, with the Iran war accelerating the selloff. But every major armed conflict since Bitcoin's inception has produced a generational buying window — usually within 60 days of the first shots.
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2026-04-02 · politics — The SEC and CFTC jointly classified 16 tokens as digital commodities on March 17, ending years of regulatory ambiguity. Bitcoin, Ethereum, Solana, XRP and 12 others now have a clear legal identity. Here's what the 68-page ruling actually says and why it matters.
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2026-04-01 · opinion — MicroStrategy started buying Bitcoin in 2020 with $250 million. Five years later, it holds over 500,000 BTC and trades at a perpetual premium to NAV. The playbook is being copied — but the imitators face a market that has already priced in the strategy.
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2026-04-01 · macro — Gold hit an all-time high above $3,200 in Q1 2026 while Bitcoin fell 27% from $94K to $69K. Both are supposed to be 'hard money.' The divergence reveals what the market actually believes Bitcoin is — and isn't — in a crisis.
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2026-04-01 · opinion — Bitcoin's four-year halving cycle has been the most reliable pattern in crypto. But the 2024 halving produced no parabolic blow-off top, no 80% crash, and no altseason. The cycle didn't repeat — and the reasons why suggest it never will again.
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2026-03-31 · opinion — Roughly 600 institutional investors disclosed Bitcoin ETF positions in their most recent 13F filings. Among them: state pension funds, sovereign wealth vehicles, and the retirement systems of teachers, firefighters, and government employees. Millions of people now have Bitcoin exposure without knowing it.
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2026-03-31 · politics — Asia's three largest non-Chinese crypto markets are writing their rulebooks simultaneously — and reaching wildly different conclusions. South Korea bans leverage trading. Japan cuts crypto taxes to 20%. India quietly unbans exchanges while keeping its 30% flat tax. The regulatory arbitrage is just beginning.
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2026-03-31 · macro — Q1 2026: a Fed that refused to cut, a dollar that refused to weaken, and a global liquidity expansion that refused to wait for either. The quarter in full.
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2026-03-30 · bitcoin — Bitcoin entered 2026 at $94K and exits Q1 at $69K. A 27% drawdown that reshuffled holders, stress-tested miners, and revealed institutional conviction vs retail retreat.
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2026-03-29 · macro — Global M2 shows the highest correlation with Bitcoin's price among all macro variables tested. The money printer dictates the trajectory — and it's running again.
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2026-03-28 · politics — CFTC Chairman Selig moves to bring crypto perpetual futures — a $100B daily market that exists almost entirely offshore — back to regulated US exchanges.
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2026-03-27 · macro — Ceasefire rumors sent oil below $100 and Bitcoin above $71K in hours. But Iran denies talks, derivatives show thin conviction. Relief rally or trap?
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2026-03-27 · politics — SEC Chairman Atkins outlined a three-path safe harbor giving crypto projects up to four years before full securities regulation. The biggest change since Howey.
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2026-03-27 · macro — February PPI surged 0.7% MoM — more than double expectations. Core wholesale inflation hit 3.9%. The March FOMC dot plot now projects just one cut in 2026.
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2026-03-27 · bitcoin — Bitcoin retests $69,000 — the exact 2021 all-time high. What was once the ceiling is now the floor. If it holds, the macro structure survives.
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2026-03-26 · opinion — Controlling just 2% of Lightning nodes is enough to deanonymize payments. As adoption accelerates, Lightning's privacy model deserves honest scrutiny.
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2026-03-26 · politics — A bipartisan deal on stablecoin yield could deliver crypto's first market structure law. Senate Banking Committee markup targeted for late April.
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2026-03-26 · opinion — China's digital yuan became the first interest-bearing CBDC on Jan 1. With 230M wallets, the e-CNY is no longer digital cash — it's programmable state-surveilled money.
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2026-03-26 · bitcoin — US spot Bitcoin ETFs crossed $65B in cumulative net inflows, with $18.7B added in Q1 alone. Through a 50% price decline and geopolitical turmoil, institutions held.
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2026-03-25 · politics — Hong Kong grants stablecoin licenses to HSBC and Standard Chartered — the same banks that print the city's physical banknotes. 36 applications filed.
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2026-03-25 · bitcoin — A record 20,031 wallets hold at least 100 BTC. Whales added 56,227 BTC since December. Long-term holders accumulated 375,000 BTC in 30 days. Smart money is loading.
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2026-03-25 · bitcoin — Bitcoin miners lose ~$19K on every BTC produced as costs of $88K exceed market price. Difficulty dropped 7.76% as public miners pivot facilities to AI data centers.
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2026-03-25 · macro — Iran closed the Strait of Hormuz. Trump issued a 48-hour ultimatum. Oil spiked above $112, Bitcoin fell to $68K. The 89% S&P correlation confirmed: BTC is a risk asset.
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2026-03-24 · bitcoin — The 20 millionth bitcoin was mined on March 10. 95.24% of all bitcoin now exists. The remaining 1 million will take 114 years — and much of what's mined is lost forever.
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2026-03-24 · politics — The SEC and CFTC issued their first joint guidance classifying 16 cryptocurrencies as digital commodities. Combined with the Senate's CBDC ban, a seismic shift.
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2026-03-24 · macro — The Fed held at 3.50–3.75%, slashing its 2026 rate cut forecast to one. Oil above $108, PCE at 2.7% — the liquidity catalyst bulls counted on has been delayed.
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2026-03-23 · opinion — Bitcoin and 'crypto' are not the same thing. The distinction isn't tribal — it's structural. Here's why this publication covers Bitcoin exclusively.
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2026-03-22 · bitcoin — Starting March 30, Square enables Lightning payments by default across 4 million merchants. Zero fees through 2026, instant settlement, no chargebacks.
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2026-03-22 · bitcoin — The fourth halving cut the block reward to 3.125 BTC. One year in: 164,250 fewer BTC created, miners adapted, and the network barely noticed.
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2026-03-21 · opinion — While skeptics debate whether Lightning 'works,' a parallel economy runs on it. Nostr zaps, merchant payments, cross-border remittances — it's not theoretical.
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2026-03-20 · macro — The Bank of Japan abandoned yield curve control, letting 10-year JGB yields rise to 1.8%. The yen carry trade unwind is draining global liquidity.
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2026-03-20 · politics — MiCA is fully enforced across 27 EU member states. Compliant exchanges gain share, Tether faces an existential challenge, and DeFi routes around the rules.
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2026-03-19 · bitcoin — Bitcoin's hashrate crossed 800 EH/s for the first time, doubling in 18 months. Behind the number: a structural shift in mining geography and hardware efficiency.
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2026-03-19 · macro — DXY climbed to 108 as global capital flows toward US assets. The milkshake theory predicted this — but its implications for Bitcoin are more nuanced than either side admits.
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2026-03-18 · politics — Six months after Executive Order 14178 established the Strategic Bitcoin Reserve, the US holds 207,000 BTC from seizures. The debate: whether to buy more.
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2026-03-17 · opinion — Mt. Gox to FTX — the lesson is always the same. If you don't hold the keys, you don't hold the Bitcoin. Self-custody is not an advanced feature. It's the default.