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Iran tensions drive Treasury yields to a 4% pivot point, Bitcoin hits $68,764 as Michael Saylor’s MSTR acquires 3,015 additional BTC, and the Stripe-PayPal merger fuels stablecoin dominance debates
Iran tensions drive Treasury yields to a 4% pivot point, Bitcoin hits $68,764 as Michael Saylor’s MSTR acquires 3,015 additional BTC, and the Stripe-PayPal merger fuels stablecoin dominance debates.
Note about format:
To make this podcast as informative as possible, I am going to discuss three different macroeconomic metrics or ratios each day, with a theme dedicated to each day of the week as follows:
Mondays: Debt & Financial Conditions Day.
Theme: Liquidity & Stress
Reason: Why Monday? It frames systemic risk before the trading week develops.
Tuesdays: Inflation & Real Rates Day.
Theme…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.