The Weekly BOLT

Bitcoin and macro, explained every Monday. Free.

• The Weekly BOLT — October 12, 2026 — 2026-10-12

  Bitcoin fell to $80K on leverage and ETF outflows, then held. Treasury sold $119B at 26-year-high yields and buyers showed up. Central banks bought gold. Plus: reading leverage.

• The Weekly BOLT — October 5, 2026 — 2026-10-05

  Bitcoin spiked to $87K on a 29K payrolls miss. The 10-year hit 5.36%, Trump said inflation will pay down the debt, and China cut fuel exports. Plus: the Difficulty Ribbon.

• The Weekly BOLT — September 28, 2026 — 2026-09-28

  Bitcoin hit $87K and met its holders. Yields hit 2007 highs, oil fell on Hormuz talk, and China bought $159B of gold. Plus: Coin Days Destroyed.

• The Weekly BOLT — September 21, 2026 — 2026-09-21

  The Fed hiked, Treasuries touched 5%, and Bitcoin rallied 28% anyway. Plus: why $83K–$86K is a wall.