UST 10yr yield has retraced to the exact level it was at on Feb 3rd this year. The only reason it’s even worth noting is the clear lack of flight to safety in a crisis event. But any bond manager still in their seat at this point have all realized for years now we’re been in a different world than 1980-2020. We already all knew this. On the other hand, French OATS 10yr broke through multi-year resistance on the daily and weekly charts. It closed the week at levels not seen since the PIIGS Eurozone debt crisis in 2012. In light of the Iran events, very few of us have baked what this means into our cakes. Godspeed, Madame @Lagarde.

How every Seahawks-Rams game felt this season

The stage is now set for @realDonaldTrump’s Davos speech tomorrow morning. Hop on and let’s put together the big developments in the geopolitical puzzle that have taken place over the long weekend since Friday’s close of business. 👇 x.com/i/spaces/1mrxmBaeRXBKy

You think Hegseth realizes "The Arsenal of Freedom" is a reference to a Star Trek TNG episode where AI battle robots in sales demonstration mode run amok and try to kill everyone...until Captain Picard agrees to buy the weapons system? Well played, Elon.

You can literally see the lining up of the @federalreserve itself as a chess piece moving into the contested area of the board in real time. In the gravity well of social and political volatility that defines our present era, you now have legacy bank money (“fiat credit dollars”) now firmly and irreversibly lined up on the side of the prior era’s establishment institutions … right where it always inevitably would find itself. This represents a critical progression, but now that it’s arrived expect to see the plot moved forward as the system’s energy breaks through a key bottleneck. What this means in terms of the U.S. dollar: we now have a line drawn in pen & permanent ink (not erasable pencil) between the Fed’s legacy bank money and the upstart challenger in “stablecoin dollars” established last summer with the GENIUS Act — a modern manifestation of the Civil War era’s greenback managed and issued by the @USTreasury. The new information in this subpoena is ultimately a tailwind for these payment stablecoins’ adoption. And now thinking towards what lies ahead: collectively we barely appreciate, let alone grasp, that the ultimate collateral backing the dollar stablecoins is #Bitcoin. If you thought the ride has been wild so far, just get ready …. it’s about to get weird.

Me watching the army of Bitcoin influencers, podcasters, and anti-fiat "sound money advocates" race each other to sell investors slips of paper that pay fiat dividends generated by issuing other slips of paper...

🚨NEW VIDEO🚨 THE GREAT AMERICAN RESET: Credit, Industry, and Bitcoin’s Role in What Comes Next Nik & @LeveredUSTs break down America’s next economic cycle, showing how credit creation, reindustrialization, and liquidity are reshaping markets and fueling Bitcoin’s rise.

Dude is a stud. Fun to welcome back the very first speaker at The Space!

In the Denver area next week? @LeveredUSTs will be speaking about bitcoin-collateralized credit: how they're structured, risks and opportunities for both borrowers and institutions, and the role bitcoin plays in reshaping the credit market.

🚀 BREAKING: $ACTG partners with Build to add Bitcoin-backed loan investments onto their balance sheet. @Acacia_Research CEO, MJ McNulty, believes the loans will provide: ✅ Attractive risk-adjusted returns ✅ Low LTV metrics ✅ Quality collateral 📧 info@getbuilding.com

The Build team will be in Portland, OR on August 1st to talk about Bitcoin-backed credit markets. Looking forward to seeing you all there! @LeveredUSTs, @CameronOtsuka, @DaveMSocial

The US dollar has had its worst start to a year since 1973, but @LeveredUSTs explains to @DaveMSocial how this paradoxically represents American strength as the US forces gold imports from Europe while weakening their financial position. youtube.com/watch?v=nwGVWASB…

"YOU'VE HAD PLENTY OF TIME TO PREPARE" We're thrilled to welcome Build Asset Management CIO Matt Dines to speak at #Bitcoin Asia 🇭🇰

Curious about how derivative income strategies such as covered call ETFs work? Wondering about the risks versus traditional bond strategies? Join me and @LeveredUSTs on June 27th as we discuss a framework for evaluating these investment vehicles. Click below to register. 👇

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It’s a sunny Friday afternoon and here I am scratching my head about what’s going on with the Hong Kong Dollar. I wish someone would explain it to me…

THE ART OF THE (UKRAINE) DEAL - BUILD WEEKLY ROUNDUP - 2025 WEEK #18 x.com/i/broadcasts/1dRKZYXWg…

Massively important action in #gold this week that is not getting the coverage in the financial and geopolitical discussion that it deserves, IMHO. Immediate selloff at $3500 on Tuesday suggests someone drew a line in the sand to defend, at least for the time being. The touchpoint occurred at 2:30 GMT, which lines up with Shanghai market hours. This was China. 1/

BUILD WEEKLY ROUNDUP - 2025 WEEK #17 x.com/i/broadcasts/1gqxvjdlj…

BNPL FOMO - BUILD WEEKLY ROUNDUP - 2025 WEEK #16 x.com/i/broadcasts/1YpKkBoWZ…