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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

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