$BTC
4 long-form articles and 54 pre-market mentions covering $BTC from AskMelon Research.
The Tower of Babel
One company discovered that if you hold bitcoin and trade at a premium to the bitcoin you hold, you can sell stock above the value of your coins, buy more coins, and make every existing shareholder ri…
The House Always Wins
It is named for an outlaw who robbed the rich to feed the poor, and it has built one of the most profitable machines in modern finance by doing something closer to the reverse: turning a generation's …
The Carry
For three decades the cheapest money on earth has been Japanese. The entire world quietly learned to borrow yen at almost nothing and buy everything else — American tech, Mexican bonds, bitcoin, the S…
Other People's Money
It is a money-market fund that does not pay its depositors, run by a company that does not control its largest cost, valued at twenty billion dollars by a market that has decided to call it a technolo…
Friday, October 23, 2026
Two consecutive sessions of broad "sell-the-guidance" rot — NFLX, META, IBM, TSLA, LRCX — have left the S&P at 7,663 (worst close since July) and the VIX at 19; Friday opens with Houthi attacks expand…
Monday, October 19, 2026
It is the 39th anniversary of Black Monday 1987, "crash" is trending on social media, and yet futures point to a higher open — because the week that just ended (S&P −1.95%, Nasdaq −4.48%, the Philadel…
Sunday, October 18, 2026
The week of October 13–17 began as a controlled CPI calibration exercise and ended as a three-shock sequence no scenario fully captured: the hot CPI core (+0.33% MoM versus 0.2% expected) arrived Wedn…
Friday, October 16, 2026
Thursday's PPI delivered the largest monthly producer-price shock since March 2022 (+1.3% vs +0.6% consensus), yet the S&P closed +0.33% at 7,744.06 because markets correctly read the data mix — suppl…
Sunday, October 11, 2026
The week of October 5–9 delivered a net S&P 500 gain of +1.15% (7,722.72 → 7,811.54) shaped by two countervailing forces: the Wednesday FOMC minutes confirmed "most participants" see another rate hike…
Sunday, October 4, 2026
The week of September 28 – October 2 ended with the most consequential labor data shock of the cycle: September nonfarm payrolls printed +29,000 against an 84–90K consensus — a significant miss — with…
Wednesday, September 30, 2026
Q3 closes today under the heaviest single-morning data density of the quarter: Core PCE, ADP private payrolls, and the GDP Q2 final estimate all land at 8:15–8:30 AM ET — with Tuesday's Consumer Confi…
Tuesday, September 29, 2026
The Hormuz binary shifts from acute shock to structural slow-burn: Iranian officials have privately conceded that no deal is reachable before November's midterms, WTI settled Monday at $92.60 after sp…
Monday, September 28, 2026
The final week of Q3 opens with the Hormuz binary fully reactivated: Trump formally rejected Tehran's conditional reopening proposal overnight — Brent cleared $107 and WTI is back above $94, erasing F…
Sunday, September 27, 2026
The week of September 21–25 was organized around two binaries that both resolved closer to the benign end than the bearish: the Trump–Xi Washington summit ended with a two-month trade truce extension …
Friday, September 25, 2026
Costco's Q4 blowout ($6.75 EPS, comps +9.4%, revenue +11.1%) collides with the year's most mechanically complex session: a $7 trillion triple-witching expiry — the second-largest in history — on the f…
Thursday, September 24, 2026
Wednesday's Flash PMI composite printed 58.4 — more than three standard deviations above the ~55.2 consensus and the hottest trifecta (Manufacturing 57.0, Services 58.7) in over five years — detonatin…
Wednesday, September 23, 2026
Oil cracked through $91 on Tuesday as Trump's "very good" pre-summit Iran diplomacy and Saudi Arabia's East-West pipeline restart attempt erased the warflation premium that had anchored WTI above $95 …
Tuesday, September 22, 2026
Brent crude crossed back above $100 to $101.70 per barrel as US Treasury Secretary Bessent ordered all Iranian airlines shut worldwide effective September 23 — partly reversing the warflation-relief n…
Monday, September 21, 2026
WTI crude breaks below $100 for the first time since approximately September 9–10 — reversing the ~10-day pipeline-attack premium from the East-West Pipeline attack (Sep 11) — as Saudi East-West pipel…
Sunday, September 20, 2026
The week of September 14–18 resolved the quarter's most concentrated policy sequence — FOMC +25bp (unanimous 12–0, hawkish dot at 4.10% median terminal, 16/18 officials projecting at least one more hi…
Saturday, September 19, 2026
The week opened Monday September 14 with the Federal Reserve's September 16 rate decision effectively pre-committed at 69.3% market probability — Brent crude at $104.42, the 10-year Treasury yield at …
Saturday, September 19, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, September 19, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, September 19, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, September 19, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, September 19, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Sunday, September 13, 2026
The week of September 7–11 closed the CPI gate: August headline CPI printed +3.4% YoY / +0.4% MoM — precisely at consensus but above Governor Waller's stated hold condition — sending September 16 FOMC…
Sunday, September 6, 2026
The week of August 31–September 4 delivered the most consequential data sequence of the quarter in compressed form: Waller's surprise dovish pivot on Thursday set up August CPI as the single decisive …
Saturday, September 5, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, September 5, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, September 4, 2026
Waller's late-Thursday pivot — "I would support holding at September if August CPI cools" — cut FOMC hike odds from ~63% to ~50% in a single speech, powering Bitcoin to a four-month high at $82,200 (+…
Wednesday, September 2, 2026
Fresh US airstrikes on Iranian targets near the Strait of Hormuz drive Brent above $95 and the US 10-year yield to 4.81% — its highest since November 2023 — as a deepening global bond sell-off hammers…
Monday, August 31, 2026
US CENTCOM struck Iranian rocket launchers on Larak Island Sunday night — the first confirmed US military action in a month — reversing five sessions of de-escalation and driving WTI near $85 and Bren…
Sunday, August 30, 2026
The week of August 24–28 delivered three seismic data points in rapid succession — NVIDIA's $96.2B Q2 print (+106% YoY, Q3 guide $108B) confirmed the AI capex supercycle on Wednesday AH, lifting the S…
Thursday, August 27, 2026
NVIDIA delivered the AI infrastructure verdict overnight — $96.22B in Q2 revenue, a Q3 guide of $108B resetting the entire AI capex cycle upward, and a 5th consecutive EPS beat — yet the 2.6:1 call sk…
Wednesday, August 26, 2026
The most information-dense morning of the quarter has arrived: PCE and GDP's second estimate hit the tape at 8:30 AM ET — the Fed's last hard inflation gate before Warsh speaks Friday at Jackson Hole …
Tuesday, August 25, 2026
Operation Economic Outcast landed Monday afternoon as promised — Treasury Secretary Bessent issued five formal sectoral sanctions determinations covering digital assets, technology, gold, aviation, an…
Monday, August 24, 2026
US–Canada trade talks collapsed Friday evening after Trump added last-minute terms on vehicles and cultural sovereignty protections; 50% tariffs on $28 billion of Canadian goods took effect at midnigh…
Sunday, August 23, 2026
The three-week S&P 500 winning streak ended as 30-year Treasury yields spiked to 5.34% — their highest since 2007 — and the US national debt crossed $40 trillion for the first time, swamping the FOMC …
Saturday, August 22, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, August 21, 2026
ROST's Thursday-after-hours blowout — EPS $2.66 vs $1.94E (+37%), comps +10%, FY guide raised, CEO calling off-price "the winning sector" — closes the week's consumer narrative with the clearest beat …
Sunday, August 16, 2026
The week of August 10–14, 2026 delivered a split verdict that will define the next two weeks: three consecutive macro data misses — PPI flat (0.0% MoM, below the +0.2% consensus), Retail Sales −0.6% M…
Saturday, August 15, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 15, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Sunday, August 9, 2026
The most dramatic labor-market reversal of the 2026 cycle arrived Friday, August 7: July nonfarm payrolls shed 23,000 jobs versus an 80,000 consensus — the first negative headline print of the entire …
Sunday, July 26, 2026
The US and Iran both held their strikes for a second consecutive day Sunday — the longest lull in direct military exchanges since the war began February 28 — as Omani mediators reported "useful progre…
Saturday, July 11, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Thursday, July 9, 2026
The Iran shock that defined Wednesday's tape half-lived overnight: Trump told reporters it is unclear whether the US and Iran are returning to full-scale war and that Iran had called to make a deal, c…
Monday, July 6, 2026
US markets reopen from a three-day Independence Day closure to find tech firmly in the driver's seat: Nasdaq futures are surging +1.12% on SpaceX Nasdaq-100 pre-positioning mechanics and aggressive se…
Monday, June 22, 2026
The peace dividend collides with its first credibility test: Trump called the Iran ceasefire "on life support" over the weekend as Lebanon fighting erupted and Geneva talks were cancelled, while UK Pr…
Wednesday, June 17, 2026
Kevin Warsh takes the podium at 2:30 PM for his inaugural press conference as Fed Chair — the rate hold at 3.50–3.75% is ~97–98% priced, the dot plot has been written, and nothing that prints before 2…
Tuesday, June 16, 2026
The Bank of Japan hiked to 1.00% overnight in a 7-1 decision — Japan's highest rate since 1995 — the Nikkei briefly crossed 70,000 for the first time in its history before closing at 69,404, and marke…