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Bitcoin - $BTC

Verified Investing president: a Fed rate hike is what brings the 10-year yield down
16 calls: Why he is short oil at $105, the S&P level that would invalidate his bull case, and the Bitcoin line he says holds the whole pattern together
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"That's an asinine reason to hike": Futures Edge on Wednesday's Fed decision
12 calls: Why a 93.5% hike probability may still not bind the Fed, the crude spike that priced a 4M-barrel shortfall, and the gold level one host says…
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Damped Spring CIO on bonds: "nobody wants to own real Treasuries at 3% yield"
16 arguments: Why he says inflation only falls when asset prices do, what the Fed can and cannot do to 10-year yields, and why Japan is finally…
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"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybacks
15 takeaways: why insurers swapped 30-year Treasuries for floating-rate private credit, where he buys bonds instead, and why he says the selloff in…
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VanEck digital assets head on adoption: "We're up to 25 different countries"
5 insights: Why he says this cycle's leverage is visible where the last one's was hidden, how he values bitcoin off the electricity used to make it, and…
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AFR markets reporter on Cathie Wood: "Her fund fell 23% in 2021 and then 67% in 2022"
11 insights: Her case for global GDP growth above 7% by 2030, the $500K Bitcoin base case, and the US data-center backlash she says keeps her up at…
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Bitwise CIO: US savings accounts pay 1 basis point, so the deposit-flight case is weak
4 arguments: Why he says the banks are lobbying for protection rather than safety, what the Clarity Act would actually settle, and the…
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Nvidia has become a defensive asset, says the chart analyst who runs the WRTH ETF
12 calls: Why he would pair long Nvidia against a short in the SOX, the Amazon strangle he sold for 16.95% annualized, and the 7-9% drop in crude one…
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VanEck CEO: the air is coming out of the AI trade, and he is still overweight semis
8 calls: The yield he asks advisors would get them into the 10-year, why he says gold is an Asia trade rather than an inflation trade, and his verdict…
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Kenneth Rogoff: the dollar's exorbitant privilege peaked around 2015
15 lessons: Why he thinks a debt crisis is the only thing that will force action, what Germany's bond buying cost it, and the floor he puts under…
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Marieke Flament and Nicolas Colin: the dollar has decades left, not years
8 arguments: Why the 1970s are the template for what happens next, what actually makes a currency sticky, and the four moments that set the reset going
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Justin Shack: retail buys leveraged ETFs because it can't afford a house
2 numbers: What eight of August's ten most active exchange-traded products were, and why he says this wave of retail traders is nothing like the first…
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