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Featured

AI Reasserts Itself as Oil Unwinds and Washington Tightens the Stablecoin Fight

Jan 15, 2026

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10 min read

AI Reasserts Itself as Oil Unwinds and Washington Tightens the Stablecoin Fight

TSMC’s record quarter revives the chip bid, Iran risk premium fades fast, and the Senate’s crypto bill stalls under pressure from banks, Coinbase, and enforcement hawks

Rotation, Not Liquidation

Jan 14, 2026

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10 min read

Rotation, Not Liquidation

Tech took the hit, yields fell, metals held records, and bitcoin stayed in grind mode as the market charged more for confidence.

Permission Tightens as Institutions Reprice Trust and Treasury Reaches for Control

Jan 14, 2026

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10 min read

Permission Tightens as Institutions Reprice Trust and Treasury Reaches for Control

Gold and silver hit records, ETF inflows surged, and Washington moved to reshape stablecoin yield and expand crypto surveillance powers

Authority Tightens Across Iran, the Fed, and Stablecoins

Jan 13, 2026

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10 min read

Authority Tightens Across Iran, the Fed, and Stablecoins

Oil repriced disruption risk, Dimon defended Fed independence, and Washington gated stablecoin yield back into banking logic

CPI and bank earnings are the test, but the regime is still credibility plus constraint

Jan 13, 2026

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10 min read

CPI and bank earnings are the test, but the regime is still credibility plus constraint

Volatility is collapsing, policy gates are tightening, and crypto is being judged on survivability

Markets Absorbed the Shock Without Breaking

Jan 12, 2026

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10 min read

Markets Absorbed the Shock Without Breaking

Governance risk stayed priced, hedges stayed on, and execution remained orderly

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