johncardy

I cover money, markets, and the human stories that drive them.
Finance when it matters. Context when the headlines don’t give it.
Straightforward. No spin.

[johncardy @JohnCardyy]

@Kalshi_Finance 10 year yield just dropped under 5 percent. First time since September 23.

[johncardy @JohnCardyy]

Visa is in late stage talks to buy Fireblocks for about 2.5 billion. Fireblocks handles custody and transfers for crypto

[johncardy @JohnCardyy]

Visa is in late stage talks to buy Fireblocks for about 2.5 billion. Fireblocks does custody, wallets, and transfers for crypto

[johncardy @JohnCardyy]

US Treasury is buying back up to 750 million in longer-term debt today. Weekly buybacks are still running

[johncardy @JohnCardyy]

Chalink, Hedera, aptos, Avalanche. Steller and cardana wrote the SEC. They want clear digital commodity rules written into the actual text

[johncardy @JohnCardyy]

Kalshi just took over 80 percent of monthly. Prediction market volume. Polymarket is under 20. Chart flipped hard this year

[johncardy @JohnCardyy]

Micron dipped on China competition worries. Still locking big deals and expanding in the US. China cut minerals before

[johncardy @JohnCardyy]

@WatcherGuru switzerland just approved its first spot Bitcoin ETF for retail. trading opens to regular people there

[johncardy @JohnCardyy]

@pete_rizzo_ Visa just partnered with Mesh for Bitcoin and crypto payments. That’s 175 million merchants

[johncardy @JohnCardyy]

binance just burned 1.64M bnb, over $1.197B worth. 37th quarterly burn and the chart still does whatever it wants

[johncardy @JohnCardyy]

@DeItaone hassett says inflation needs work again. big deal for the white house to say that out loud

[johncardy @JohnCardyy]

china now holds $618B of us treasuries, down from a record $1.32T in 2013. lowest since 2008. one less big buyer at every auction

[johncardy @JohnCardyy]

spacex earnings tuesday, tesla and meta wednesday. elon gets two report cards in two days

[johncardy @JohnCardyy]

@TrendSpider btc parked right under the $82.3k rim of the cup and handle. macd still sliding, i want the break first

[johncardy @JohnCardyy]

@zerohedge ai credit spreads at the widest of the year. bond guys aren't buying the capex story

[johncardy @JohnCardyy]

saylor and the strive ceo both teasing more bitcoin buys on the same sunday. monday filings are gonna be busy

[johncardy @JohnCardyy]

@unusual_whales iran wants the us to sign off on reopening hormuz. oil only cares once tankers actually move

[johncardy @JohnCardyy]

@CoinDesk @passalacqua_mj @CFTC @SPGlobalRatings cftc had a backup plan if clarity failed and it's already live. congress can stall all it wants

[johncardy @JohnCardyy]

BIS just said stablecoins compete directly with bank deposits. anyone holding usdc instead of a savings account already knew

[johncardy @JohnCardyy]

@StockMKTNewz moderna up 639% in 2026 and ahead of every AI name. did not have the covid stock winning this year