Latest / TFTC: A Bitcoin Podcast
Ten31 Timestamp: Mr. Warsh, I Don't Feel So Good
While US and Chinese leaders exchanged niceties in Beijing, bond markets were selling off hard. Thirty-year Treasury yields hit their highest level since 2007, inflation prints came in hot, and the Strait of Hormuz started looking like a live test of Bitcoin as money for enemies.
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In this episode:
US-China summit theater and what was actually accomplished
Global bond yields hitting highs not seen since 2007
Hot CPI and PPI prints versus the AI productivity narrative
Treasury repo "dirty tricks" and lending against its own debt
Strait of Hormuz fallout: motor oil…
The skinny
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