Past Issues

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#025 Apr 1, 2026

โ˜€๏ธ Q2 Opens With a Prayer and a Rally

Futures surge as Trump prepares primetime war address tonight. S&P 500 kicks off Q2 after worst quarter since 2022. BTC reclaims $68.5K. Oil drops below $99. Nike craters 11%. Iran threatens U.S. tech giants.

#024 Mar 31, 2026

๐ŸŒ™ The Q1 Closer Nobody Expected

Dow surges 1,125 points as ceasefire hopes spark best day since May. S&P 500 +2.9%, Nasdaq +3.8%. Oil retreats to $105. Google fills the Sora vacuum. Novo Nordisk reinvents drug pricing. Q1 ends ugly โ€” but today wasn't.

#023 Mar 31, 2026

โ˜€๏ธ Ceasefire Hopes Light Up Futures

Dow futures jump 500 points on reports Trump will end the Iran campaign. BTC holds $67.7K as Fear & Greed sits at 11. Mistral locks $830M for European AI sovereignty. Startup funding slows to $13B in March. Q1 ends with a bang โ€” or a head fake.

#022 Mar 30, 2026

๐ŸŒ™ WTI Crosses $100 as the War Economy Takes Hold

WTI settles above $100 for the first time since 2022. S&P 500 slides again as chips crater and energy stocks hit all-time highs. Powell stays cool on inflation. Trump threatens Iran's oil wells.

#021 Mar 30, 2026

โ˜€๏ธ Extreme Fear Meets a Holiday Week

Crypto Fear & Greed hits 8 โ€” cycle low. BTC holds $66K as ETF outflows hit $296M. Futures point higher on Trump ceasefire optimism. Startup funding slows to $13B in March.

#020 Mar 27, 2026

๐ŸŒ™ Fog of War Closes a Brutal Week

S&P 500 caps its longest weekly losing streak in 4 years. Brent crude hits $104, Iran declares Hormuz closed, Pentagon eyes ground invasion, Bitcoin holds $68K. The April 6 deadline looms.

#019 Mar 27, 2026

โ˜€๏ธ The Liquidation Cascade

Bitcoin crashes below $67K as $300M in longs get liquidated. Nasdaq in correction, VIX at 27, oil above $100. NYSE owner ICE doubles down on Polymarket with $600M. Prediction markets are the new Wall Street.

#018 Mar 26, 2026

๐ŸŒ™ Evening Wrap โ€” Nasdaq Enters Correction as War Escalation Crushes Optimism

Nasdaq drops 2.4% into correction territory. ECB warns on inflation, Pentagon plans 'final blow' on Iran, oil surges back above $93, Bitcoin slides to $68.9K ahead of Friday's $14B options expiry.

#017 Mar 26, 2026

โ˜€๏ธ Oil Shock Whiplash and the End of Spray-and-Pray AI Funding

Futures slide as oil tops $104 again. Bitcoin dips below $70K ahead of Friday's $14B options expiry. US startup funding slows to $13B in March as VCs get selective on AI bets.

#016 Mar 25, 2026

๐ŸŒ™ Evening Wrap โ€” Ceasefire Rejected, Markets Rally Anyway

Stocks surge 1%+ on ceasefire hopes โ€” then Iran rejects the deal. Oil plunges to $95, gold rips, Robinhood announces $1.5B buyback, and Bitcoin holds $71K.

#015 Mar 25, 2026

โ˜€๏ธ Ceasefire Whispers and the March Funding Drought

Nasdaq futures jump 1.2% on oil's 4.5% drop as Washington floats a 15-point Iran ceasefire plan. US startup funding slows to $13B in March after February's record $189B. Bitcoin holds $71K.

#014 Mar 24, 2026

๐ŸŒ™ Evening Wrap โ€” Markets Give Back the Relief Rally as Iran Tensions Simmer

Stocks slip Tuesday as Monday's ceasefire optimism fades. Oil jumps back above $100, gold falls $1K from its high, and the Fed rate-cut dream is officially dead.

#013 Mar 24, 2026

The Relief Rally, SpaceX's Chip Play, and Meta Kills the Metaverse

Markets rip 2%+ on easing geopolitical tensions, SpaceX builds a chip factory, Palo Alto buys Chronosphere for $3.35B, and Meta finally pulls the plug on its $80B metaverse experiment.

#012 Mar 23, 2026

๐ŸŒ™ Evening Wrap โ€” Gulf Crisis Sends Markets Into Freefall as Oil Tops $140

Stocks crater as Iran escalates attacks on Gulf energy infrastructure. Brent crude surges past $140, the IEA releases 400M barrels from reserves, and Trump issues a 48-hour ultimatum.

#011 Mar 23, 2026

AI Security Gets Funded, ETH Breaks Out, and Markets Brace for a Pivotal Week

AI cybersecurity startups raise $85M+ in a week, Ethereum surges 20% on BlackRock's staked ETF, and markets face a pivotal week after four straight losses.

#010 Mar 22, 2026

โ˜€๏ธ Morning Brief โ€” Fed Holds, Oil Surges, and a Chip Smuggling Scandal Rocks Markets

Four straight losing weeks. S&P 500 down 1.5%, Brent crude past $112, Super Micro craters 30% on chip-smuggling charges, and the Fed kills rate-cut hopes.

#009 Mar 18, 2026

The Rise of AI Agents in Finance โ€” From Robo-Advisors to Autonomous Trading

AI agents are moving from chatbots to autonomous financial decision-makers. What's real, what's hype, and what builders should be watching.

#008 Mar 19, 2026

The Subscription Economy โ€” Churn, Pricing, and What's Working

Churn is rising, subscription fatigue is real, but the model still wins. Benchmarks, pricing sweet spots, and the anti-churn playbook for 2026.

#007 Mar 18, 2026

Crypto Regulation Update โ€” What Builders Need to Know

The GENIUS Act advances, the SEC shifts posture, and MiCA is live in the EU. The regulatory clarity builders have been waiting for.

#006 Mar 17, 2026

Interest Rates and Startup Runway โ€” How the Fed Affects Bootstrappers

The Fed funds rate directly affects your borrowing costs, your customers' spending, and your competitive landscape. Here's the math.

#005 Mar 16, 2026

Indie SaaS Exits โ€” Who's Buying, and at What Multiples

The indie SaaS acquisition market is quietly booming. PE is hungry for profitable micro-SaaS. Who's buying, what they're paying.

#004 Mar 15, 2026

The AI Infrastructure Boom โ€” Who's Winning the GPU War

Hyperscalers spending $200B+ on AI infrastructure. GPU shortage economics, and what it means if you're building on top of AI.

#003 Mar 14, 2026

Fed Holds, Crypto Rips, and Stripe's Quiet Acquisition

The Fed holds rates steady at 4.50% โ€” but the dot plot shifted. Bitcoin breaks $83K on the news. Plus: Stripe acquires a compliance startup.

#002 Mar 13, 2026

CPI Comes in Hot, Tariff Whiplash, and a $400M Series D

February CPI surprised to the upside. New tariff proposals rattle small importers. Figma competitor raises $400M.

#001 Mar 12, 2026

Welcome to The Daily Ledger

Why we built this, what you'll get every morning, and a look at the week ahead.