Chart of the Day: Why Warsh Can't Control Long-Term Rates

🎬 Chart of the Day: Why Warsh Can't Control Long-Term Rates
The ten-year Treasury just crossed 5% for the first time since 2023, and the last time yields sat here, it was 2007. Sean Hagan walks Grace Remington through the yield curve on the eve of the FOMC decision, explaining why this is a fiscal dominance story rather than a pure inflation story. He breaks down the 30-year plateau, the August Treasury buyback that only bought two days of relief, and what break-evens say about the energy shock. The takeaway: Fed Chair Kevin Warsh controls the front end ...

➤ The 10-year Treasury yield has surpassed 5%, a level not seen since 2007, signaling a critical point in the bond market.
➤ The analysis suggests this rise is driven by fiscal dominance and national debt refinancing needs, rather than solely inflation, complicating the Federal Reserve's upcoming FOMC decision.
➤ The Federal Reserve Chair's control over the short end of the yield curve is highlighted as insufficient to address the pain points observed in the longer-term rates, creating a challenging policy environment.

#Treasury Yields #FOMC #Fiscal Dominance #Interest Rates #Yield Curve

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Michael Saylor Puts BTC in HUGE TROUBLE + FOMC Meeting LIVE

🎬 Michael Saylor Puts BTC in HUGE TROUBLE + FOMC Meeting LIVE
Michael Saylor's "safe" $100 stock is cracking, STRC has slipped to $91 and the 11% yield means nothing when you're already down 9%. If this keeps bleeding, he may have to dump MSTR or even Bitcoin to save it. We're live as the FOMC decision drops, featuring special guest Pio Vincenzo.
This livestream is powered by Jupiter: https://jup.ag

➤ The FOMC meeting concluded with a hawkish dot plot, but new Fed Chair Kevin Worsh signaled a more nuanced approach, emphasizing price stability and a review of communication strategies, which the speaker interprets as not overtly bearish for markets.
➤ MicroStrategy's STCR preferred equity is under pressure, trading below its $100 par value, raising concerns about its 11% yield and Michael Saylor's strategy of issuing debt to acquire Bitcoin.
➤ The discussion highlights the complexities of MicroStrategy's financial engineering, comparing STCR to algorithmic stablecoins and debating the sustainability of its dividend payments and the potential impact on Bitcoin's narrative and price.

#Michael Saylor #MicroStrategy #STCR #FOMC #Kevin Worsh #interest rates #Bitcoin #preferred equity #dividend

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Bitcoin Faces Major FED Decision - Should We Be Concerned?

🎬 Bitcoin Faces Major FED Decision - Should We Be Concerned?
#Bitcoin #Crypto #Finance
Bitcoin's relief rally faces its first real test today as Warsh's first FOMC meeting lands — markets are pricing 50-65% odds of at least one 2026 rate HIKE after May CPI ripped to 4.2%, and Warsh is expected to scrap Powell's forward guidance entirely. The on-chain backdrop is bullish: Bitcoin's Sharpe ratio just hit -20 (the same signal that marked every cycle low since 2015), holders absorbed 125,000 BTC in the first half of June, and whales pulled 11,000 BTC off exch...

➤ The article discusses the potential impact of the upcoming FOMC meeting and Federal Reserve decisions on Bitcoin's price, with market participants divided on the likelihood of rate hikes.
➤ It contrasts Bitcoin's on-chain metrics with broader market narratives, highlighting a shift in capital towards AI and compute, and touches upon the speculative valuation of SpaceX and Coinbase's expansion into tokenized assets and AI-powered investment advice.
➤ The conversation also touches on the performance of MicroStrategy's stock (STRC) and the broader challenges faced by altcoins due to regulatory uncertainty, emphasizing the need for real-world asset integration in crypto.

#Bitcoin #Fed #FOMC #Interest Rates #CPI #SpaceX #Coinbase #Tokenization #AI #MicroStrategy

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Fed Rate Cut Countdown📉Crypto Market Update

🎬 Fed Rate Cut Countdown📉Crypto Market Update
CNBC Fed Survey respondents see little action taken by the Kevin Warsh-led Fed through 2027. However, 88% do expect the central bank at this week’s meeting to remove the easing bias in the statement that has signaled the Fed’s next move would likely be a cut.
~This episode is sponsored by iTrust Capital~

➤ The Federal Open Market Committee (FOMC) meeting is a key focus, with market expectations shifting regarding interest rate policy, influenced by geopolitical events like the Iran situation and macroeconomic data.
➤ The discussion highlights the potential impact of Fed policy on Bitcoin and broader risk assets, drawing parallels to past market reactions and referencing the significant volatility surrounding the SpaceX IPO.
➤ Sponsored content from iTrust Capital promotes crypto IRAs, interweaving this with market commentary and analysis of potential Fed actions, bond market movements, and the performance of assets like Bitcoin and SpaceX.

#Fed #FOMC #interest rates #Treasuries #Bitcoin #SpaceX IPO #Iran deal #iTrust Capital

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SHOCKING, GOOD BITCOIN NEWS !!!!!

🎬 SHOCKING, GOOD BITCOIN NEWS !!!!!
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➤ The speaker discusses Bitcoin's price action in the context of geopolitical news (peace deal rumors) and upcoming FOMC decisions, expressing caution due to market uncertainty.
➤ Significant focus is placed on the potential impact of Federal Reserve interest rate decisions and the speaker's analysis of inflation and labor market data, with a bearish outlook on traditional markets.
➤ The content includes strong promotional elements for trading platforms and highlights the performance of specific assets like SpaceX and 'Hyperliquid', while also touching on broader market trends and historical price patterns.

#Bitcoin #FOMC #Interest Rates #Geopolitics #SpaceX #Oil Prices #Hyperliquid

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