Housingwire's Logan Mohtashami: Real Estate Vs Bitcoin & Bond Market Outlook

Mortgage rates hit 3-year highs as homebuyers retreat. HousingWire’s Logan Mohtashami explains why rising bond yields and Fed hawkishness drive the surge.

• Mortgage rates have reached 3-year highs, causing homebuyers to retreat, driven by rising bond yields and hawkish Federal Reserve policy.
• The article discusses the factors influencing mortgage rates, including the 10-year Treasury yield and mortgage spreads, and contrasts the current housing market with 2008.
• It also explores the competition between real estate and Bitcoin for monetary premium, the potential for borrowing against Bitcoin for down payments, and provides an outlook for 2027.

Topics: Asset types, Market cycles macro sensitivity, Public market, Real assets, Interest rate sensitivity, Public bond tokenization

Tags: #mortgagerates #realestate #bitcoin #bondmarket #treasuryyield #federalreserve #homebuyers #affordability #homeprices

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Six Years, Zero Q4 Losses: XAUT Defends Its Winning Streak on a Thin 0.3% Margin

Since Tether Gold (XAUT) launched in 2020, it has finished every fourth quarter in the green: six for six.

• Tether Gold (XAUT) is defending a six-year streak of positive fourth-quarter performance, currently holding a narrow 0.3% margin.
• Tether recently minted approximately $495 million in new XAUT tokens, replenishing inventory, while the Federal Reserve has resumed interest rate hikes.
• The article analyzes XAUT's historical performance, supply changes, and the broader macroeconomic backdrop including inflation and Fed policy, highlighting potential risks to the streak.

Topics: Asset types, Institutional adoption, Market cycles macro sensitivity, Alternative assets, Asset manager initiatives, Interest rate sensitivity, Inflation recession impact

Tags: #xaut #tethergold #q4streak #goldprice #federalreserve #interestratehikes #tokenmint #supplyincrease #worldgoldcouncil #macroeconomicfactors

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Treasury Rails: Stablecoins, Tokenized Markets, Regulation

• The article discusses the evolving landscape of tokenized assets and stablecoins, highlighting recent developments in regulatory efforts, institutional adoption, and payment system integrations.
• Key events include the stalling of the Clarity Act, significant inflows into Bitcoin and Ether ETFs, and strategic partnerships between Coinbase and Citi to bridge fiat and stablecoin payments.
• Regulatory bodies like the Federal Reserve and OCC are proposing rules for stablecoin issuance, while infrastructure providers like Blockchain.com and NYSE are advancing tokenized securities trading platforms.

Topics: Jurisdictions, Legal regulatory, Infrastructure providers, Integration with defi, Public market access, Payment system integration, Banks bankingsystems, Compliance, Regulatory sandboxes pilots, Securities law classification, Licensing issuer obligations, Tokenization platforms, Major financial incumbents, Rwa collateral lending, On chain treasury management, Bitcoin etf, Stablecoin payments remittances, Payment network integration, Cross border settlement, Custody asset servicing, Token issuance distribution, Automated on chain compliance, Kyc aml frameworks

Tags: #stablecoins #tokenizedsecurities #regulatoryclarityact #coinbase #citi #federalreserve #occ #blockchaincom #nyse #ondofinance

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What Is a Treasury Yield and Why Does It Move Stocks and Crypto?

Treasury yields influence borrowing costs, stock valuations and crypto risk appetite. Here is what they are and why markets react when yields move.

• Treasury yields represent the return on U.S. government debt and significantly influence global financial markets, including borrowing costs, stock valuations, and crypto risk appetite.
• Bond prices and yields move inversely; rising yields make lower-risk government debt more competitive, potentially pressuring stocks and volatile assets like Bitcoin by increasing discount rates and reducing liquidity.
• Treasury yields are a key indicator of the 'price of money' in the financial system, impacting investor decisions across various asset classes.

Topics: Asset types, Market cycles macro sensitivity, Public debt, Financial instruments, Interest rate sensitivity, Tokenized us treasuries

Tags: #treasuryyields #governmentdebt #10yearyield #borrowingcosts #stockvaluations #cryptoriskappetite #federalreserve #inflationexpectations #priceofmoney

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Treasuries Stabilize After Selloff, Stocks Decline: Markets Wrap

• Treasury yields stabilized after a significant selloff driven by rising oil prices and expectations of further Federal Reserve rate hikes.
• Asian stocks declined, reflecting concerns over higher borrowing costs impacting economic growth and corporate earnings.
• Market participants are closely watching upcoming US economic data for signs of resilience that could support continued Fed tightening.

Topics: Asset types, Market cycles macro sensitivity, Legal regulatory, Financial instruments, Interest rate sensitivity, Securities law classification

Tags: #treasuries #yields #oilprices #federalreserve #interestrates #inflation #stocks #asianmarkets #governmentdebt #corporateearnings

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Ралито на Солана достигна граница от 122 долара след новините за стейбълкойните на Фед

Цената на Solana тества $122, тъй като Федералният резерв предлага нови предпазни мерки за стейбълкойни Цената на Solana се покачи над $119 и достигна вътрешнодневен връх близо $122,20, което постави токена близо до най-силното му ниво от месеци. Ходът по

• Solana's price surged to nearly $122.20 following the Federal Reserve's proposed stricter regulations for stablecoin issuers under the GENIUS Act.
• The Fed's proposals include requirements for stablecoins to be 100% backed by approved assets and for issuers to have sufficient capital, aiming to enhance stability and investor protection.
• While not directly regulating Solana's blockchain, these regulations could significantly impact how stablecoins operate on networks like Solana, potentially increasing institutional adoption and reducing risk premiums.

Topics: Asset types, Legal regulatory, Blockchain usage, Stablecoins digital cash, Securities law classification, Ethereum evm l 1 s

Tags: #solana #stablecoins #federalreserve #regulation #geniusact #digitaldollars #priceaction #liquidity #blockchain

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Boom or bust? The case for and against panicking about 5% yields | Fortune

The bond market is flashing a warning, but stocks aren’t listening.

• The 10-year Treasury yield has reached its highest level since 2007, causing uncertainty in the market about whether this signals economic boom or distress.
• Optimists attribute rising yields to a strong economy, particularly driven by AI investments, while pessimists worry about increasing government debt and geopolitical risks impacting U.S. debt demand.
• The article highlights the split in expert opinion and the potential impact of these rising yields on borrowing costs for consumers and businesses, as well as on the stock market.

Topics: Asset types, Market cycles macro sensitivity, Public debt, Financial instruments, Interest rate sensitivity, Tokenized us treasuries

Tags: #10yeartreasuryyield #federalreserve #interestrates #bondmarket #economicgrowth #inflation #usdebt #aispending #governmentdeficit #termpremium

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Fed proposes new capital, redemption rules for stablecoin issuers

The Federal Reserve proposed new capital, redemption and disclosure requirements for stablecoin issuers as it moves to implement the GENIUS Act.

• The Federal Reserve has proposed new capital, redemption, and disclosure rules for stablecoin issuers to implement the GENIUS Act.
• The proposals include operational-risk capital charges, redemption timelines, and monthly reserve reporting requirements, with a focus on ensuring stablecoins remain redeemable during market stress.
• The Fed is also establishing an application process for banks wishing to issue payment stablecoins, with public comment open for 60 days.

Topics: Legal regulatory, Jurisdictions, Scalability, Securities law classification, Regulatory sandboxes pilots, Growth metrics

Tags: #stablecoinissuers #federalreserve #geniusact #capitalrequirements #redemptionrules #disclosurerequirements #reserves #paymentstablecoins #michaelbarr

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Federal Reserve Unveils Stablecoin Rules on Reserves and Capital

The central bank opened two proposals for comment under the GENIUS Act, requiring issuers it supervises to back tokens fully with safe assets and creating an application process for banks seeking to issue stablecoins.

• The Federal Reserve has proposed new rules for stablecoin issuers under its supervision, requiring full backing with safe assets and capital reserves.
• The proposals, part of the GENIUS Act, also establish an application process for banks wishing to issue stablecoins.
• These regulations aim to ensure stablecoin stability, facilitate their integration into the financial mainstream, and maintain the dollar's global dominance.

Topics: Legal regulatory, Jurisdictions, Asset types, Securities law classification, Regulatory sandboxes pilots, Stablecoins digital cash

Tags: #federalreserve #stablecoinrules #geniusact #reserves #capitalrequirements #paymentstablecoinissuers #treasurybills #banksupervision #dollarpeggedtokens

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Binance RWA Perpetuals Capture 97% of Post-FOMC U.S. Stock Opening Gaps

Binance RWA perpetuals captured 97% of post-FOMC U.S. stock opening gaps as $1.02B traded outside regular hours after the Fed’s 25-bp hike.

• Binance RWA perpetuals captured 97% of U.S. stock opening gaps after the Federal Reserve's FOMC meeting, with $1.02B traded outside regular market hours.
• These RWA derivatives allow continuous trading, enabling investors to react to macro events and news when traditional markets are closed.
• The trend highlights a growing market structure where price discovery increasingly occurs beyond traditional U.S. stock exchange sessions.

Topics: Asset types, Institutional adoption, Market cycles macro sensitivity, Financial instruments, Asset manager initiatives, Interest rate sensitivity

Tags: #binance #rwaperpetuals #fomc #usstockmarket #openinggaps #federalreserve #interestratehike #offhourstrading #derivatives #pricediscovery

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Fed’s Perli: Treasury Bill Purchases Depend on Market Conditions

The Federal Reserve Bank of New York's Roberto Perli said the central bank will continue to evaluate the level of reserves, as purchases of Treasury bills are not on a pre-set course. Perli said the New York Fed will monitor market conditions and be ready to adjust reserve management purchases to keep reserves within the ample range. The New York Fed will monitor how the market responds to another round of significant net bill issuance expected in October, according to Perli.

• The Federal Reserve Bank of New York will adjust Treasury bill purchases based on market conditions, not a pre-set schedule.
• Purchases will be monitored to maintain ample reserves and respond to significant net bill issuance expected in October.
• The central bank's approach to reserve management, including repo operations, is adapting to evolving financial market dynamics.

Topics: Public debt, Market cycles macro sensitivity, Tokenized us treasuries, Interest rate sensitivity, Market volatility liquidity

Tags: #federalreserve #treasurybills #marketconditions #reservemanagement #newyorkfed #quantitativetightening #repooperations #johnwilliams

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Asian Stocks and US Futures Rise, Oil Extends Drop: Markets Wrap

• Asian stocks and US futures rose, driven by positive US-China trade talks and easing oil prices, while concerns about inflation and AI spending persist.
• The Federal Reserve's recent rate hike and the Bank of Japan's policy shift are influencing global markets, with attention also on the upcoming US-China summit.
• Key markets saw movements in equities, oil, Treasuries, and currencies, with Bitcoin and Ether also showing gains amidst broader market dynamics.

Topics: Asset types, Market cycles macro sensitivity, Jurisdictions, Financial instruments, Interest rate sensitivity, Established hubs

Tags: #uschinatradetalks #oilprices #treasuryfutures #aiinvestment #federalreserve #bankofjapan #yen #gold #bitcoin #inflationconcerns

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Wall Street Bets on Fed Rate Hike: Here's What It Means for Bitcoin, Bonds and Trump

Nearly every major bank now expects the Fed to raise rates for the first time in three years. Markets have mostly priced it in, but the political fallout could run deeper than one hike.

• The Federal Reserve is widely expected to raise interest rates for the first time in three years due to persistent inflation, with markets pricing in a near-certain quarter-point hike.
• Higher rates are anticipated to negatively impact assets like Bitcoin by increasing borrowing costs and making safer government bonds more attractive, though the market's reaction will depend on future rate hike expectations.
• The decision comes amidst political pressure from President Trump for lower rates and before the midterm elections, with significant attention on Fed Chair Kevin Warsh's statements regarding future monetary policy.

Topics: Market cycles macro sensitivity, Public debt, Institutional adoption, Interest rate sensitivity, Tokenized us treasuries, Asset manager initiatives

Tags: #fedratehike #bitcoin #bonds #interestrates #inflation #treasuryyields #federalreserve #fedwatchtool #cpi #kevinwarsh

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Bitcoin enfrenta una semana decisiva ante la reunión del FOMC

La reunión del FOMC será clave para Bitcoin, mientras el mercado anticipa posibles cambios en las tasas de interés.

• Bitcoin faces a critical week as the FOMC meeting approaches, with a high probability of an interest rate hike impacting its price.
• Geopolitical tensions and rising oil prices are increasing inflationary pressures, potentially leading the Fed to maintain or increase restrictive monetary policy.
• A restrictive Fed stance could lead to increased selling pressure on risk assets like Bitcoin, favoring a correction or a prolonged sideways trend unless it can reclaim key resistance levels.

Topics: Market cycles macro sensitivity, Public debt, Yield performance, Interest rate sensitivity, Tokenized us treasuries, Treasury bond yields

Tags: #bitcoin #fomc #interestrates #federalreserve #inflation #oilprices #geopolitics #treasurybonds #cryptomarket #volatility

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Bitcoin and Gold Hit 6-Year Correlation High as ETF Inflows and Macro Data Shape September Markets

Bitcoin’s 90-day correlation with gold has reached its highest level in roughly six years.

• Bitcoin's 90-day correlation with gold has reached a six-year high, indicating a shift towards defensive macro hedges.
• Despite localized corrections due to macro data and Fed rate expectations, Bitcoin spot ETFs saw substantial inflows in August-September.
• Institutional investors are closely watching upcoming FOMC decisions to see if ETF inflows can offset macroeconomic headwinds.

Topics: Asset types, Market cycles macro sensitivity, Institutional adoption, Alternative assets, Interest rate sensitivity, Asset manager initiatives

Tags: #bitcoin #gold #correlation #etfinflows #macrodata #septembermarkets #producerpriceindex #federalreserve #treasuryyields #inflation

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Bitcoin's 'Unusual Mix': Report

A new CoinShares report said bitcoin's price could be hurt in the short-term but benefit in the long-term.

• A CoinShares report suggests Bitcoin faces short-term headwinds due to higher-than-expected inflation and potential Fed tightening, possibly capping its price below $80,000.
• However, the long-term outlook for Bitcoin may improve if the U.S. Treasury's bond buyback program fails to lower long-term yields, potentially fueling a 'debasement trade' narrative.
• This unusual policy mix, driven by inflation data and Treasury actions, could present a significant medium-term catalyst for Bitcoin, especially if substantial intervention is required.

Topics: Asset types, Market cycles macro sensitivity, Public debt, Financial instruments, Interest rate sensitivity, Tokenized us treasuries

Tags: #bitcoin #coinshares #inflation #federalreserve #interestrates #ustreasury #bondbuyback #debasementtrade #gold #yields

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Gold declines to near $4,400 as robust US jobs data lifts Fed hike odds

Gold price (XAU/USD) drifts lower to near $4,410 during the early Asian session on Tuesday. The precious metal extends the decline as a stronger-than-expected US Nonfarm Payrolls (NFP) report for August bolsters expectations for a Federal Reserve (Fed) interest rate hike this month.

• Gold prices are declining towards $4,410 due to strong US jobs data, increasing the likelihood of a Federal Reserve interest rate hike.
• Analysts note that while near-term price action is sensitive to macro data, gold is in a structural bull run driven by broad-based conviction.
• Technical analysis suggests a neutral near-term tone for gold, with key resistance and support levels identified.

Topics: Asset types, Market cycles macro sensitivity, Alternative assets, Interest rate sensitivity, Inflation recession impact

Tags: #goldprice #usjobsdata #federalreserve #interestratehike #bondyields #inflationdata #societegenerale #uobgroup #technicalanalysis #safehavenasset

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What Bond ETF Investors’ Shifting Tactics Tell Us About the Fed’s Plan for Inflation

US ETF inflows surpassed $179.4 billion in August, with ultrashort bond ETFs accounting for $12.1 billion.

• ETF investors are shifting tactics, favoring short- and long-duration Treasury ETFs while reducing exposure to intermediate-term bonds, signaling expectations of a Fed rate cut.
• Gold and Bitcoin ETFs saw significant inflows in August, with SPDR Gold Shares and iShares Bitcoin Trust experiencing record or near-record monthly gains, indicating a return of investor confidence in these assets.
• Technology ETFs experienced outflows for the second consecutive month, suggesting a faltering confidence in the sector despite strong performance from individual tech stocks like Nvidia and Microsoft.

Topics: Asset types, Market cycles macro sensitivity, Institutional adoption, Financial instruments, Interest rate sensitivity, Asset manager initiatives

Tags: #etfinflows #bondetfs #federalreserve #inflationtarget #interestratecuts #treasurybonds #goldetf #bitcoinetf #techstocks #etfassets

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Solana falls 3.4%, faces resistance at $109 as market correction continues

Solana (SOL) recently breached the $100 mark, following a prolonged period of sideways movement. The asset climbed alongside a broader rally led by Bitcoin | Bitget crypto news!

• Solana (SOL) is experiencing a market correction, facing resistance at $109 after a recent rally driven by perceived positive news regarding US government crypto purchases and Treasury buybacks.
• However, the market outlook is challenged by expectations of a Federal Reserve rate hike due to persistent inflation concerns, which could negatively impact cryptocurrencies.
• The article also highlights the growing trend of tokenized real-world assets (RWAs) and Web3 adoption as investors seek diversification amidst market volatility and evolving traditional finance landscapes.

Topics: Blockchain usage, Institutional adoption, Integration with defi, Non evm chains, Asset manager initiatives, Rwa collateral lending

Tags: #solana #btc #tokenizedrealworldassets #rwa #federalreserve #interestrates #liquidity #web3 #marketcorrection #ustreasury

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Bitcoin ETFs Snap Nine-Day Inflow Streak as Ethereum Funds Extend Their Run

Spot Bitcoin ETFs shed $201.9 million on Aug. 28, ending a nine-day inflow run, even as Ethereum funds extended a 10-day streak with fresh cash.

• Spot Bitcoin ETFs experienced a net outflow of $201.9 million on August 28, breaking a nine-day inflow streak, while Ethereum ETFs continued their 10-day run of positive inflows.
• This divergence in flows occurred as Bitcoin's price dipped following hawkish remarks from the Federal Reserve Chair at Jackson Hole.
• Despite the temporary outflow, overall institutional appetite for both Bitcoin and Ethereum ETFs remains robust, with cumulative inflows for Bitcoin ETFs reaching approximately $55.1 billion.

Topics: Public market access, Bitcoin etf, Market legitimacy adoption, Capital flows market impact

Tags: #bitcoinetfs #ethereumetfs #inflowstreak #outflows #sovereignbond #assetmanagement #institutionalinvestors #federalreserve #jacksonhole #marketsentiment

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