105: Yield Panic

Bond yields are flashing warning signs, and the policy machine is already looking for ways to keep the Treasury market fed. How the Clarity Act, stablecoins, and the next wave of Bitcoin demand connect. Plus, a quick BIP-110 update and why major miners are pivoting to AI. Episode Links 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling Show Notes This Bond Selloff Isn't Over Just Yet Arthur Hayes: The Fed will fund the government Sen. Moreno: I paid taxes with Bitcoin in 2016 Senate Banking Committee passes the CLARITY Act, 15-9 CLARITY Act Clears Senate Banking: What Comes Next? The Facts: The CLARITY Act Warren Statement on No Trump Ethics Provision in Crypto Bill Elizabeth Warren says new crypto legislation will “turbocharge” corruption Lummis-Gillibrand 2023 Bill PDF US Senators Introduce Comprehensive Stablecoin Bill Sen. Cynthia Lummis: Nobody is popping champagne on CLARITY yet Claude recovered Bitcoin worth about $397K 60 Minutes: Insider trading around US military operations 30-year yield clears 5.1% for the first time since 2007 How will the Federal Reserve handle rate cuts during an inflation crisis? Bond market inflation fears are rising over oil prices and a new Fed chair Morgan Stanley close to offering crypto trading through E*TRADE Morgan Stanley taps partner to offer crypto to E*TRADE clients David Marcus: China trip shows the surveillance state Fox News host warns of “Big Brother” in China Reuters: US probes suspicious oil trades before Iran pivot Warren, Whitehouse probe suspicious oil trades around Iran announcements US 30-year yield tops 5% as Fed faces inflation test US 30-year bond yield tops 5% Interest