skinny.

Latest / TFTC: A Bitcoin Podcast

Ten31 Timestamp: You're Gonna Need a Bigger Buyback

The Treasury just signaled it will do whatever it takes to hold the long end together, and Bitcoin ripped toward $80,000 about 45 minutes after the headline hit.

🔗 https://bitcoinproducts.com

In this episode:

Why doubling buybacks from $2 billion to $4 billion moved markets this much

How the TGA could become the Treasury's next source of firepower

Investment funds replacing the Fed as the marginal buyer of long end treasuries

The US escorting oil out of the Strait of Hormuz under cover of darkness

Why the Canada, Mexico and South Korea headlines are all really about China

Private credit…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.