Equities can keep climbing even as rising bond yields raise the bar for earnings growth, according to JPMorgan’s Grace Peters bloomberg.com/news/articles/…

Guggenheim Partners has a first lien term loan, $1.16 billion outstanding, maturing 2031. Mutual funds have to tell the SEC what they mark every holding at, quarterly, by CUSIP. It's free and almost nobody reads it. Three funds marked this loan at 100.0805 on 30 June. Three different funds marked it at 98.1250 on 31 July. Identical to four decimal places, across unrelated fund families. Bloomberg has it at 73.25 today, on direct observations rather than a model. The entire move happened after 31 July.

$ORCL bonds crossing 8.3% for the first time after Larry Ellison used the Enron trick (first time anyone did since Enron) of “Customer Pre-Payments with a Significant Interest Component” to hide Operating Cash Flow Problems. Notably Oracle also was the first Publicly Listed US company outside of drillers and Miners (or Covid) to use Force Majeur to avoid paying on a data center lease it couldn’t afford, since… you guessed it… Enron.

Realistic Enron-style Oracle collapse via fraud: stock zeros out, $125B+ bonds default crushing pensions and insurers. 141k jobs lost. Banks, governments, telecoms face DB/ERP/cloud outages and forced costly migrations. AI contracts unravel, idling data centers. Tech sector tanks, credit tightens, AI-driven growth slows. Markets take multi-trillion hit but no full banking contagion.

10Y yield 5.21%, new multi-decade high

It’s time I expose all the crypto influencers and cabals who have been selling you the trading dream while utilizing tools that isn’t available to the general public. Every big launch is using a tool like this to sustain a pump and profit massively. The tool that most of them have been using is called Proxima. It is undetectable on bubble maps, it has a built in sniper, bundler and aged wallets you can buy, market making and volume bots all tied into it. It just went public today and I want everyone who actually thinks it is a real skill to trading this market to look at it. You will realize you are massively handicapped if you aren’t utilizing tools like this. It’s invite only still so use my link to see all the features for yourself. Block snipers,bundlers, wallet marketplace and automated buys and sells. The trenches have been solved and you have been sold a lie. app.proxima.tools/@SCOOTERXB…

Strength in Oracle is a very positive sign...

JUST IN: U.S. 7-year Treasury auction yield hits highest since April 1993.

#Hyperliquid may be on track to become #FTX 2.0. The way it handled the $JELLY incident was immature, unethical, and unprofessional, triggering user losses and casting serious doubts over its integrity. Despite presenting itself as an innovative decentralized exchange with a bold vision, Hyperliquid operates more like an offshore CEX with no KYC/AML, enabling illicit flows and bad actors. The decision to close the $JELLY market and force settlement of positions at a favorable price sets a dangerous precedent. Trust—not capital—is the foundation of any exchange (CEX and DEX alike), and once lost, it’s almost impossible to recover. Moreover, the platform's product design reveals alarming flaws: mixed vaults that expose users to systemic risk, and unrestricted position sizes that open the door to manipulation. Unless these issues are addressed, more altcoins may be weaponized against Hyperliquid—putting it at risk of becoming the next catastrophic failure in crypto.

1/ Huge respect for Dragonfly continuing to invest in the bear market. But I'm morally obliged to call out sketchy projects gaining momentum. As a community we must preempt large scale implosions like #FTX or #LUNA that set the industry back years Bitget may be the next FTX 🧵

The view hits different from up here. #BitgetTurns8

Unbelievable. 3 hours later and the 10Y Note Yield is now above 5.20% for the first time in 19 years. The 10Y Note Yield is now up +50 basis points in 30 days and +30 basis points in 2 days. Even more remarkable is that the average American has no idea this is happening. Yet. The bond market is imploding in front of our eyes.