May 12, 2026
Senate Banking Committee votes Thursday May 14 on the first U.S. crypto market structure bill — the first such committee vote in U.S. history. Three scenarios (60/25/15), Polymarket calibration (62% off the 75% high), what the 309-page bill actually says, why the real trade is Circle (CRCL), and the structure to play it.
Mar 7, 2026
NFP collapsed -92K jobs, 15% global tariffs took effect, oil surged past $90. Only mega-cap tech (AMZN +4.23%, MSFT +4.10%) served as safe havens in a Quality Flight pattern. SPY -0.93%, IWM -2.68%, VIX surged to 28. Crypto decoupled with BTC +3.58%. CPI 3/11 and FOMC 3/17-18 loom large.
Feb 15, 2026
Week in Focus: AAPL crashes -7.96% on Siri AI delays, XLU Utilities surge +7.22%, Financials tank -4.49%, CPI cools to 2.4%. All four major indices declined as defensive rotation reaches extreme levels.