Nature teaches patience | Learning from nature Incentives shape behavior everywhere | Growing quietly.
- Tweets 6,497
- Following 376
- Followers 419
- Likes 4,059
Fiscal pressure keeps getting priced in.
Another day, another high in bond yields. The 10-year Treasury now yields 5.2% and the 30-year yields 5.48%. Enjoy these low rates while you can as they won't last long. Soaring government spending, debt, inflation and de-dollarization will drive rates much higher. Got gold?
1
Stablecoins could supercharge dollar demand.
the united states needs crypto in a way that your average person has zero understanding of
proliferation of stablecoins and tokenized stocks extends US Dollar dominance & in turn increases net buyers of US Debt at scale in a way that cannot be easily replicated
your benefit of being here & understanding this is a massive advantage that you should not take lightly
3
Looks way different standing up.
This is what an Arctic hare looks like standing on all four legs
Community note
The images do not show real Arctic hares standing on all four legs. The animals' leg proportions, body shape and features do not match the species' documented shortened limbs, ears and large padded feet.
en.wikipedia.org/wiki/Arctic_ha…
canadiangeographic.ca/articles/anima…
nationalgeographic.com/animals/mammal…
3
Ian Woodhams retweeted
⚡️ LATEST: French semiconductor firm Sequans sold its remaining 314 $BTC, ending a Bitcoin treasury strategy that once held more than 3,200 $BTC.
ct.com/news/sequans-exits-bi…
58
36
266
72,847
Ian Woodhams retweeted
Three Wild Dogs Traveled 2,564 Miles Across Zambia in Search of Mates
Researchers tracking African wild dogs with GPS collars recorded three brothers traveling 4,126 kilometers across Zambia, revealing how far these animals can disperse in search of new territory and mates
30
217
2,615
195,569
The weekly close is the real confirmation.
Bitcoin broke through the May high this week, which I clearly got wrong. I thought that energy/yields/rates heading higher would immediately pressure Bitcoin.
A weekly close above the May high would improve confidence in the rally.
The long end rising recently is starting to pressure risk assets. So far, Bitcoin has shrugged it off, which caught me off guard.
If that changes, and Bitcoin closes back below the range highs with this move ending up as just a wick, things can change quickly.
I'm trying to be less deterministic about these outcomes. The rally above the May high certainly humbled me.
For breakout traders, I think the weekly candle is worth watching closely for either confirmation of the breakout or a failed move back into the range, particularly with rates rising into a supply shock.
I discussed this at length in my last video for anyone curious about a more serious discussion rather than just a brief post.
7
