Dear Readers,
After a quick trip to Capitol Hill and the Strategy headquarters, I landed to the news of Trump and Musk getting extremely testy. There is much more going on behind the scenes than we could ever know. I recorded a quick video today with some of my thoughts on the “Big Beautiful Bill” and all the drama that has come with it, but in today’s letter, I’d like to discuss the path forward for bitcoin—and it’s quite bullish. A special thank you to Augustine for letting me steal the Weekly away from him this week.
In the first 100 days of the new administration, pro-bitcoin rhetoric has turned into policy.
A new executive order established a national strategic bitcoin reserve and directed the Treasury and Commerce departments to explore growing the reserve within a budget-neutral framework.
Unchained and the Bitcoin Policy Institute are hosting a live panel with Congressman Nick Begich, BPI Executive Director Matthew Pines, and Unchained’s Joe Burnett—and releasing a full report that explains what’s happening and why it matters.
In this session, you’ll learn:
Why the Strategic Bitcoin Reserve Executive Order is a policy milestone
What new legislative and enforcement shifts mean for bitcoin’s future
How to position yourself before the window closes
Register for the June 3 event and read the full 100 Days Brief
The Financial Freedom Report is a weekly newsletter from the Human Rights Foundation (HRF) that tracks how authoritarian regimes weaponize money to control their populations and suppress dissent. It also spotlights how freedom technologies like Bitcoin are helping everyday people reclaim their financial independence and freedom.
A one-of-a-kind newsletter connecting the dots between financial repression, geopolitics, and emerging tech.
Smart macro analysts don’t just watch the Fed. They watch the world.
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My Visit to Strategy
I had the honor of conducting an educational session for the worldwide employees of Strategy, formerly MicroStrategy, in Virginia this week. And I almost completely blew it.