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Clear analysis of the videos, papers, and conversations shaping what comes next.
Jordi Visser explains why Fed rate hikes, oil prices, and doomer forecasts matter less as AI earnings, crypto tokenization, and the Clarity Act reshape...
Why rising global yields signal growth and inflation, how $350T in debt versus $120T in GDP forces a global money print, and what it means for Bitcoin.
Lyn Alden on why Treasury buybacks signal fiscal dominance, why rate hikes can't fix fiscal-driven inflation, and what it means for Bitcoin and scarce assets.
A bond trader explains Treasury buybacks, bill-heavy issuance, repo crisis risk, managed Fed rate cuts, the eurodollar financial war, and why Bitcoin is...
Long-term rates are rising even as bad news piles up. Here's why the bond market distrusts US debt, why printing money is the only exit, and how investors...
A quiet Treasury move to buy back long bonds hints at financial repression, not a liquidity bazooka. Lyn Alden explains why Bitcoin and gold rallied, why…