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Andrew Martin

Andrew Martin

The White House deal unblocks the bill holding up crypto's next leg. Was this the "hidden permission" institutions needed?

The White House deal unblocks the bill holding up crypto's next leg. Was this the "hidden permission" institutions needed?

Key Points * Bitcoin ETFs recorded a 6-day inflow streak totaling $727M–$900M — the longest since May * IBIT leading = institutional re-engagement; FBTC or ARKB leading = tactical dip-buying * June's 10-day outflow streak drained $2.7B — the current recovery closes only a fraction of that hole * Total
Andrew Martin 30 Jul 2026
Nvidia just agreed to guarantee $250 billion in debt for OpenAI's new data center. Not for chips. For the building.

Nvidia just agreed to guarantee $250 billion in debt for OpenAI's new data center. Not for chips. For the building.

Nvidia's Stock Dip Hides a Bigger Credit Risk Nvidia's stock fell 2.3% this week — modest for a company that is among the world's most valuable. But the circular-financing story behind that dip is what should draw investor attention. The equity is calm,
Andrew Martin 29 Jul 2026

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