rosanna prestia

Treasury Moves to Bills: Financial Repression Before Anyone Calls It That

🚨 Nobody wanted the 20-year when they brought it back in 2020 and nobody wants it now. Dropping it is

October 11, 2026

$BTC Defended the .236 Fib at 81.5K

$BTC defended the .236 fib at 81.5k like it was nothing. Wicked under, closed back above, then held it almost

October 10, 2026

Three Things About Volatility Most People Get Backwards

🌊 Three things about volatility most people get backwards: 1. Volatility isn't the risk. Being forced to sell is. The

October 9, 2026

The Fed Just Hiked Into a Stall

The Fed just hiked into a stall. 👀 29K jobs in September. 3 month average ~51K. Unemployment up to 4.2

October 8, 2026

The Fed Just Hiked Into a Stall: Jobs, the 10-Year at 5.36, and a Treasury Problem

The Fed just hiked into a stall. 👀 The Labor Data 29K jobs in September. The 3 month average is

October 8, 2026

Memory Is Where the AI Machine Has Pricing Power

💾 Green today, and it's all the same layer: $MU $SNDK $PENG Memory is the part of the AI machine

October 7, 2026

Memory Is the New Bottleneck: Why Scarcity Migrated From GPUs to Memory

💾 Green on Oct 7, and it’s all the same layer: $MU $SNDK $PENG Pricing Power in the AI Stack

October 7, 2026

Strive Is Winning the Bitcoin Treasury Race: Speed, Structure, Discipline

One bitcoin treasury is winning this cycle, and it isn’t the one with the most coins. Objectively, by the metrics

October 4, 2026

The New Monetary Regime: Fiat Inflates, Tech Deflates

We’re in a new monetary regime. 💸 On one side, a debt system that has to inflate, because the obligations

October 4, 2026

The Whole Model in Three Lines: Digital Capital, Credit and Equity

The whole model in three lines. Digital Capital = $BTCDigital Credit = $SATADigital Equity = $ASST Credit gets the first

October 3, 2026

The Hike as a Transfer

The hike as a transfer, in one chart. 🔂 Treasury borrows short and got repriced in full. Large caps termed