James Bowater | Veldris | The Digital Commonwealth
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Founder @TheDCW_X Founder @Veldris_io Founder @RoundtableWeds Global Ambassador @WorldMobileTeam 💛🖤Advisor @palmeconomy @SMTRcontracts @Rainfall_one
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Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays
Wednesday 4th November 2026
Headlines:
Democrats Sweep Both Houses of Congress in a Historic Midterm Result, Sending the Dollar to a One-Month Low, Gold Back Above $4,000 and Asian AI Stocks Into a Sharp Sell-Off
Eight dominant narratives:
Democrats Win Control of Both the House and the Senate;
Asian Chip Stocks Slide on Fears of Tighter AI and Data-Centre Scrutiny;
The Dollar Falls to a One-Month Low as Treasuries Rally;
Gold Climbs Back Above $4,000 an Ounce;
AMD, Super Micro and Arista Beat Forecasts as AI Infrastructure Demand Holds;
Trump Says There Are No Immediate Plans to Strike Iran as Brent Closes at a Four-Week Low;
JOLTS Job Openings Jump to 7.52 Million, Keeping a December Fed Hike in Play;
Bitcoin Recovers Above $77,000 as ETF Outflows Slow
Crypto:
Bitcoin is trading near $77,300 to $78,000 on Wednesday, up about 1 to 2 percent over 24 hours but about 4.5 percent lower over seven days, after briefly falling below $76,000 as the election results came in. Ether is near $2,300, XRP near $1.28 and Solana near $93.5 percent
Institutional:
AMD Guides to About $17 Billion as Data Centre Sales Nearly Double, Super Micro and Arista Beat on AI Demand and Oracle Rebounds After Pricing Its $20 Billion Raise
Regulatory:
A Democratic Congress Resets Washington's Crypto Agenda, Wall Street Sues the CFTC Over Stock Perpetual Futures and Hong Kong Outlines a Wider Licensing Regime
Stablecoins:
Tether Chief Executive Paolo Ardoino told the Plan ₿ Forum in Lugano that the company holds about 150,000 bitcoin, worth some $11.5 billion, roughly 50,000 more than the holdings implied by its latest reserve attestation, which values the bitcoin in USDT reserves at $8.37 billion; he did not say where the additional coins are held or when they were acquired.
Technology:
Samsung Books AMD and Nvidia for a Second Texas Fab, Nvidia Tells Cloud Partners to Cap China Business and OpenAI Launches a Grid Protectors Programme
Other Stories:
UK Cyber Agency Warns That AI-Powered Ransomware Is Highly Likely to Hit Critical Infrastructure by 2028
dcwi.co.uk/news/thedcwdai…
The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam
@TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin
Wednesday 4th November 2026
Headlines:
Democrats Sweep Both Houses of Congress in a Historic Midterm Result, Sending the Dollar to a One-Month Low, Gold Back Above $4,000 and Asian AI Stocks Into a Sharp Sell-Off
Eight dominant narratives:
Democrats Win Control of Both the House and the Senate;
Asian Chip Stocks Slide on Fears of Tighter AI and Data-Centre Scrutiny;
The Dollar Falls to a One-Month Low as Treasuries Rally;
Gold Climbs Back Above $4,000 an Ounce;
AMD, Super Micro and Arista Beat Forecasts as AI Infrastructure Demand Holds;
Trump Says There Are No Immediate Plans to Strike Iran as Brent Closes at a Four-Week Low;
JOLTS Job Openings Jump to 7.52 Million, Keeping a December Fed Hike in Play;
Bitcoin Recovers Above $77,000 as ETF Outflows Slow
Crypto:
Bitcoin is trading near $77,300 to $78,000 on Wednesday, up about 1 to 2 percent over 24 hours but about 4.5 percent lower over seven days, after briefly falling below $76,000 as the election results came in. Ether is near $2,300, XRP near $1.28 and Solana near $93.5 percent
Institutional:
AMD Guides to About $17 Billion as Data Centre Sales Nearly Double, Super Micro and Arista Beat on AI Demand and Oracle Rebounds After Pricing Its $20 Billion Raise
Regulatory:
A Democratic Congress Resets Washington's Crypto Agenda, Wall Street Sues the CFTC Over Stock Perpetual Futures and Hong Kong Outlines a Wider Licensing Regime
Stablecoins:
Tether Chief Executive Paolo Ardoino told the Plan ₿ Forum in Lugano that the company holds about 150,000 bitcoin, worth some $11.5 billion, roughly 50,000 more than the holdings implied by its latest reserve attestation, which values the bitcoin in USDT reserves at $8.37 billion; he did not say where the additional coins are held or when they were acquired.
Technology:
Samsung Books AMD and Nvidia for a Second Texas Fab, Nvidia Tells Cloud Partners to Cap China Business and OpenAI Launches a Grid Protectors Programme
Other Stories:
UK Cyber Agency Warns That AI-Powered Ransomware Is Highly Likely to Hit Critical Infrastructure by 2028
dcwi.co.uk/news/thedcwdai…
The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam
@TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin
Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays
Tuesday 3rd November 2026
Headlines:
(1) Oil Records Its Biggest Fall Since July as Iran and the US Signal Openness to Talks;
(2) US Strikes on Qeshm Island Lift Brent Back Above $105;
(3) The Nasdaq 100 Enters a Correction as Chipmakers Extend a Three-Day Rout to 12 Percent; (4) Apple Beats in Ternus's First Quarter but Guides Margins Lower on Unprecedented Memory Costs;
(5) Bitcoin Falls Below $77,000 as Bitcoin and Ether ETFs Lose More Than $500 Million in a Day; (6) The RBA Raises Rates to an 18-Year High of 4.85 Percent in a Split Vote;
(7) The PBOC Raises the FX Reserve Requirement to 6 Percent to Cool the Yuan;
(8) Americans Vote in Midterm Elections That Will Shape Crypto Legislation and the Course of the Iran War.
Crypto:
Bitcoin is trading near $76,500 to $77,000 on Tuesday, down about 2 percent over 24 hours and about 3.6 percent over seven days, testing its 100-day moving average near $76,460 after failing to hold Monday's bounce. Ether is near $2,250, XRP near $1.25 and Solana near $92, and total crypto market capitalisation stands at approximately $2.57 trillion after a fall of about 2.5 percent
Institutional:
Apple Beats in John Ternus's First Quarter but Warns on Memory Costs, Oracle Files for $20 Billion and Morgan Stanley Cuts Coinbase to Underweight
Regulatory:
South Korea Orders Exchanges to Hold More in Cold Storage, Washington's Crypto Agenda Awaits the Midterm Verdict and the EBA Prepares to Take Direct Supervision of USDC
Stablecoin:
Circle's USDC Treasury minted 1 billion USDC on Solana on Monday in four transactions of 250 million each within about 10 minutes, a sign of renewed institutional demand for on-chain dollars as Binance's stablecoin withdrawal routes reopen
Technology:
Marvell Agrees a $115 Billion All-Stock Deal for Lumentum, Anthropic's Amended Filing Shows a Swing to an Operating Loss, and Google Unveils Genie 4
Other Stories:
BP Completes the Sale of a 65 Percent Stake in Castrol to Stonepeak for $6 Billion
dcwi.co.uk/news/thedcwdai…
The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam
@TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin
Tuesday 3rd November 2026
Headlines:
(1) Oil Records Its Biggest Fall Since July as Iran and the US Signal Openness to Talks;
(2) US Strikes on Qeshm Island Lift Brent Back Above $105;
(3) The Nasdaq 100 Enters a Correction as Chipmakers Extend a Three-Day Rout to 12 Percent; (4) Apple Beats in Ternus's First Quarter but Guides Margins Lower on Unprecedented Memory Costs;
(5) Bitcoin Falls Below $77,000 as Bitcoin and Ether ETFs Lose More Than $500 Million in a Day; (6) The RBA Raises Rates to an 18-Year High of 4.85 Percent in a Split Vote;
(7) The PBOC Raises the FX Reserve Requirement to 6 Percent to Cool the Yuan;
(8) Americans Vote in Midterm Elections That Will Shape Crypto Legislation and the Course of the Iran War.
Crypto:
Bitcoin is trading near $76,500 to $77,000 on Tuesday, down about 2 percent over 24 hours and about 3.6 percent over seven days, testing its 100-day moving average near $76,460 after failing to hold Monday's bounce. Ether is near $2,250, XRP near $1.25 and Solana near $92, and total crypto market capitalisation stands at approximately $2.57 trillion after a fall of about 2.5 percent
Institutional:
Apple Beats in John Ternus's First Quarter but Warns on Memory Costs, Oracle Files for $20 Billion and Morgan Stanley Cuts Coinbase to Underweight
Regulatory:
South Korea Orders Exchanges to Hold More in Cold Storage, Washington's Crypto Agenda Awaits the Midterm Verdict and the EBA Prepares to Take Direct Supervision of USDC
Stablecoin:
Circle's USDC Treasury minted 1 billion USDC on Solana on Monday in four transactions of 250 million each within about 10 minutes, a sign of renewed institutional demand for on-chain dollars as Binance's stablecoin withdrawal routes reopen
Technology:
Marvell Agrees a $115 Billion All-Stock Deal for Lumentum, Anthropic's Amended Filing Shows a Swing to an Operating Loss, and Google Unveils Genie 4
Other Stories:
BP Completes the Sale of a 65 Percent Stake in Castrol to Stonepeak for $6 Billion
dcwi.co.uk/news/thedcwdai…
The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam
@TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin
Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays
Monday 2nd November 2026
Headlines:
(1) Binance Reopens Withdrawals Across 15 Networks and Says 95 Percent of the Loss Is Covered as Net Outflows Reach $3.64 Billion;
(2) FBI Attributes the $6.3 Billion Binance Theft to North Korea's TraderTraitor;
(3) Intel Suffers Its Worst Day Since 1974 as the Chip Index Falls 7.2 Percent and the S&P 500 Has Its Worst Session Since June;
(4) Bitcoin ETFs Record $643 Million of Outflows, the Largest Since June, as Ether ETF Redemptions Extend a Record Streak;
(5) Gold Falls to a One-Year Low Below $3,900 and Silver Drops Below $50;
(6) OPEC+ Holds December Output Steady Ahead of a 29th November Decision on 2027 Quotas;
(7) Oil Eases as Iran and Qatar Discuss a Two-Day Plan to Reopen Hormuz;
(8) Apple Reports Tonight Ahead of Tuesday's Midterm Elections and Central Bank Decisions in Australia and the UK
Crypto:
Bitcoin is trading near $77,800 to $78,700 on Monday, up about 0.5 to 1.2 percent over 24 hours, after briefly falling towards $76,300 on Friday and then holding a tight $77,000 to $78,000 range over the weekend without sustained panic selling, with dominance near 58.5 percent. Ether is near $2,260 to $2,300, XRP near $1.25 and Solana near $95 to $97
Institutional:
Apple Reports Its First Quarter Under John Ternus, AstraZeneca Unveils a $1.5 Billion Savings Plan and BP Posts a Record Quarterly Profit
Regulatory:
Brazil's Licensing Window Closes With About 40 Applicants, the CFTC Sues Utah Over Prediction Markets, US Stablecoin Rules Near Completion and the UK Moves to Tax Qualifying Stablecoins Like Money
Stablecoins:
Circle has expanded its Cross-Chain Transfer Protocol to support custom ERC-20 tokens on Arc, the layer one blockchain it launched on 16th September with USDC-based transaction fees and deterministic finality, setting out two integration routes for newly issued tokens and for existing assets controlled by their issuers, after extending CCTP to EURC and cirBTC in September.
Technology:
OpenAI Scales Back Its Funding Round and Turns to Google Chips, Anthropic's IPO Filing Puts AI Compute Bills in the Spotlight, and AI Developers Back a Web Opt-Out for Training
Other Stories:
Bank of Thailand Raises Its Growth Forecasts on AI-Related Exports but Warns the Recovery is narrow
dcwi.co.uk/news/thedcwdai…
The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam
@TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin
Monday 2nd November 2026
Headlines:
(1) Binance Reopens Withdrawals Across 15 Networks and Says 95 Percent of the Loss Is Covered as Net Outflows Reach $3.64 Billion;
(2) FBI Attributes the $6.3 Billion Binance Theft to North Korea's TraderTraitor;
(3) Intel Suffers Its Worst Day Since 1974 as the Chip Index Falls 7.2 Percent and the S&P 500 Has Its Worst Session Since June;
(4) Bitcoin ETFs Record $643 Million of Outflows, the Largest Since June, as Ether ETF Redemptions Extend a Record Streak;
(5) Gold Falls to a One-Year Low Below $3,900 and Silver Drops Below $50;
(6) OPEC+ Holds December Output Steady Ahead of a 29th November Decision on 2027 Quotas;
(7) Oil Eases as Iran and Qatar Discuss a Two-Day Plan to Reopen Hormuz;
(8) Apple Reports Tonight Ahead of Tuesday's Midterm Elections and Central Bank Decisions in Australia and the UK
Crypto:
Bitcoin is trading near $77,800 to $78,700 on Monday, up about 0.5 to 1.2 percent over 24 hours, after briefly falling towards $76,300 on Friday and then holding a tight $77,000 to $78,000 range over the weekend without sustained panic selling, with dominance near 58.5 percent. Ether is near $2,260 to $2,300, XRP near $1.25 and Solana near $95 to $97
Institutional:
Apple Reports Its First Quarter Under John Ternus, AstraZeneca Unveils a $1.5 Billion Savings Plan and BP Posts a Record Quarterly Profit
Regulatory:
Brazil's Licensing Window Closes With About 40 Applicants, the CFTC Sues Utah Over Prediction Markets, US Stablecoin Rules Near Completion and the UK Moves to Tax Qualifying Stablecoins Like Money
Stablecoins:
Circle has expanded its Cross-Chain Transfer Protocol to support custom ERC-20 tokens on Arc, the layer one blockchain it launched on 16th September with USDC-based transaction fees and deterministic finality, setting out two integration routes for newly issued tokens and for existing assets controlled by their issuers, after extending CCTP to EURC and cirBTC in September.
Technology:
OpenAI Scales Back Its Funding Round and Turns to Google Chips, Anthropic's IPO Filing Puts AI Compute Bills in the Spotlight, and AI Developers Back a Web Opt-Out for Training
Other Stories:
Bank of Thailand Raises Its Growth Forecasts on AI-Related Exports but Warns the Recovery is narrow
dcwi.co.uk/news/thedcwdai…
The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam
@TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin
Today’s Daily Brief with James Bowater, Founder of The Digital Commonwealth & Chair of Roundtable Wednesdays
Friday 30th October 2026
Headlines:
(1) Binance Estimates a $6.3 Billion Breach, Suspends Withdrawals and Pledges to Cover All Losses as About $3 Billion Is Frozen;
(2) Bitcoin Falls to a Six-Week Low Near $77,000 as Liquidations Reach $1.55 Billion and Fear and Greed Drops to 29;
(3) Alphabet Suffers Its Worst Day on Record, Erasing About $500 Billion of Market Value;
(4) Amazon Falls After Hours on Negative Free Cash Flow Despite 39 Percent AWS Growth, and Intel Slumps on Weak Guidance;
(5) US GDP Grows 3.4 Percent While PCE Inflation Rises to 3.6 Percent and Treasuries Rally;
(6) ECB Holds at 2.5 Percent as Lagarde Announces She Will Step Down on 7th February 2027; (7) Bank of Japan Holds at 1.25 Percent but Says Underlying Inflation Has Reached Its 2 Percent Target;
(8) Oil Climbs as Trump Is Briefed on Iran Strike Options and a Tanker Is Attacked in the Strait of Hormuz
Crypto:
Bitcoin is trading near $77,100 to $77,900 on Friday, down about 4 percent over 24 hours, after the Binance breach turned a market already weakened by the tech sell-off into a broad liquidation, with a 24 hour range of roughly $76,600 to $81,900 and dominance near 57.2 percent. Ether is near $2,200 to $2,250, XRP near $1.22, Solana near $95
Institutional:
Amazon Posts Record Margins but Burns $33.5 Billion of Cash, Intel's Outlook Ends Its Rally, Coinbase Returns to Profit on Crypto Gains and Strategy Books a Record $19.5 Billion Quarter
Regulatory:
Binance Breach Tests Exchange Safeguards as Investigators Point to North Korea, Brazil's Licensing Deadline Arrives and EU Regulators Examine Binance's Use of MiCA's Reverse Solicitation Exemption
Stablecoins:
The Binance breach was the largest real-world test yet of issuer freeze powers. Tether froze more than 1.567 billion USDT and Circle more than 800 million USDC, within roughly an hour of the outflows, with Tether adding the main receiving address to its blacklist at about 21:01 UTC and Circle following minutes later
Technology:
Intel's Guidance Exposes the Cost of the Memory Squeeze, Google Unveils Gemini 4 Carbon for Cyber Defence, the DOJ Questions Nvidia's Hugging Face Deal and the Binance Breach Highlights Wallet Delegation Risk
Other Stories:
Polymarket Halts Trading After a Third-Party Breach Drains About $2.65 Million From Users
dcwi.co.uk/news/thedcwdai…
The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam
@TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin
Friday 30th October 2026
Headlines:
(1) Binance Estimates a $6.3 Billion Breach, Suspends Withdrawals and Pledges to Cover All Losses as About $3 Billion Is Frozen;
(2) Bitcoin Falls to a Six-Week Low Near $77,000 as Liquidations Reach $1.55 Billion and Fear and Greed Drops to 29;
(3) Alphabet Suffers Its Worst Day on Record, Erasing About $500 Billion of Market Value;
(4) Amazon Falls After Hours on Negative Free Cash Flow Despite 39 Percent AWS Growth, and Intel Slumps on Weak Guidance;
(5) US GDP Grows 3.4 Percent While PCE Inflation Rises to 3.6 Percent and Treasuries Rally;
(6) ECB Holds at 2.5 Percent as Lagarde Announces She Will Step Down on 7th February 2027; (7) Bank of Japan Holds at 1.25 Percent but Says Underlying Inflation Has Reached Its 2 Percent Target;
(8) Oil Climbs as Trump Is Briefed on Iran Strike Options and a Tanker Is Attacked in the Strait of Hormuz
Crypto:
Bitcoin is trading near $77,100 to $77,900 on Friday, down about 4 percent over 24 hours, after the Binance breach turned a market already weakened by the tech sell-off into a broad liquidation, with a 24 hour range of roughly $76,600 to $81,900 and dominance near 57.2 percent. Ether is near $2,200 to $2,250, XRP near $1.22, Solana near $95
Institutional:
Amazon Posts Record Margins but Burns $33.5 Billion of Cash, Intel's Outlook Ends Its Rally, Coinbase Returns to Profit on Crypto Gains and Strategy Books a Record $19.5 Billion Quarter
Regulatory:
Binance Breach Tests Exchange Safeguards as Investigators Point to North Korea, Brazil's Licensing Deadline Arrives and EU Regulators Examine Binance's Use of MiCA's Reverse Solicitation Exemption
Stablecoins:
The Binance breach was the largest real-world test yet of issuer freeze powers. Tether froze more than 1.567 billion USDT and Circle more than 800 million USDC, within roughly an hour of the outflows, with Tether adding the main receiving address to its blacklist at about 21:01 UTC and Circle following minutes later
Technology:
Intel's Guidance Exposes the Cost of the Memory Squeeze, Google Unveils Gemini 4 Carbon for Cyber Defence, the DOJ Questions Nvidia's Hugging Face Deal and the Binance Breach Highlights Wallet Delegation Risk
Other Stories:
Polymarket Halts Trading After a Third-Party Breach Drains About $2.65 Million From Users
dcwi.co.uk/news/thedcwdai…
The Daily Brief is brought to you in partnership with KULA @kula_dao TPX Property Exchanges @TrustMeBlockChn Vault12 @_vault12_ Wincent @Wincent_co and World Mobile @WorldMobileTeam
@TheDCW_X @RoundtableWeds @Veldris_io @TheDCW_EW @cityoflondon @KulveerRanger @CryptoAdEnnab @StandWCrypto_UK @CML_LDN @DrLisaCameron @worldmobilers @airnodealliance @Minutes_Network @SMTRcontracts @CUDOS_ @TeamTaurusBot @palmeconomy @coinbureau @NewsAsset @scottmelker @LexSokolin