Independent thinking for complex markets and current events
THE IMPOSSIBLE JUST HAPPENED The world’s largest corporate Bitcoin holder is now worth less than its Bitcoin. Stop and read that again. Strategy holds 650,000 Bitcoin. Worth $55.9 billion today. Its market cap: $45.7 billion. Wall Street is valuing the company at negative $10.2 billion. This is not a drill. This is the first sustained …
What a journey it's been pic.twitter.com/XVhrlrGAtA — Markets & Mayhem (@Mayhem4Markets) July 7, 2025
Boeing just got grounded in China. But this isn’t just about jets. It is a rupture in the fabric of global interdependence. A sign that the great economic decoupling, once dismissed as rhetorical bluster, is creeping into real contracts and hard numbers. On paper, China’s latest directive looks like a clean break. No more new …
$1 trillion hedge fund trade unravels, threatening middle class, small businesses, and retail investors… “Who’s paying attention to the MULTI-TRILLION DOLLAR hedge fund trade that is unraveling, and about to hammer the middle class, retail shareholders, and small businesses. Wall Street’s favorite high-leverage game — a complex Treasury futures arbitrage — is imploding. Hedge funds …