About this episode
Global long-yield rise vs. easing cycles; fiscal dominance and debt saturationFed cuts likely in September; inflation still >2%Gold performance and the “trust migration” from fiat assetsHarvard endowment signal; Treasury long-bond buybacks funded by billsDalio’s “debt-induced heart attack” timelineBitcoin seasonality and volatility compression; SOV ? MoE arcCorporate BTC treasuries surpass 1M BTC; possible MSTR S&P 500 inclusionARC + Lightning progress; Bitcoin culture (“Killing Satoshi”)
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