treasury game becoming wildrekt turns 200k into 3m (15x) through concentrated betsmeanwhile ethena quietly deploys 3.8b across lending markets generating steady yieldstwo paths. both printing ...

What’s the likelihood that Uniswap Labs becomes a treasury company for UNI? ...

Market & Economic Assessment - The Fed is in a difficult position, balancing inflation pressures with calls for rate cuts, while the economy grows between 2% and 3% [2][3] - Current market conditions, including high equity prices, low volatility, and tight credit spreads, are atypical for a rate-cutting cycle [3][4] - Speculative behavior is prevalent, with tight credit spreads making fixed income investments interest rate sensitive [5] - Fiscal policy is challenging, with $37 trillion in debt and a $2 trillion deficit, while the Fed maintains a $7 trillion balance sheet [7] - Inflationary pressures persist, particularly in construction costs and wages, making a return to zero rates unlikely [8] - The long end of the yield curve signals concerns about the US fiscal situation, as the 30-year Treasury yield is higher than when Fed funds were 51/8% [10][11] Investment Strategy & Risk - The administration's policies favor risk assets, but this may not be favorable for fixed income [6][24][27] - Investors should be cautious about taking on excessive risk in fixed income portfolios, particularly through high yield credit at tight spreads [6][15] - Private credit funds raise concerns, especially the push to include illiquid assets in liquid investment vehicles, echoing concerns from 2007 [15][16][18] - Meme stock activity indicates that investors are unafraid, with one penny stock accounting for 15% of stock exchange volume [20][21] - While the overall risk environment is favorable, it is susceptible to shocks, requiring careful monitoring and liquidity [26][27][25]

Tom Lee's BitMine Now Largest Corporate Ethereum Treasury With $2.1 Billion in ETH► https://t.co/XczBqunUaN https://t.co/XczBqunUaN ...

I remember having a private meeting with Michael Sailor last year, a year and a half ago, who probably won't be too happy about me admitting this and what was the content of the conversation. We were in the boardroom together and he was telling me how Bitcoin mining was a business and that and that I should really I should really uh think about just being a Bitcoin treasury business. And I said, "Well, that's interesting. I kind of agree with you halfway, but I'm thinking about doing that, but for Ethereum. ...

🔥 BULLISH: DDC Enterprise files F-3 registration to raise up to $500M to buy more Bitcoin for its treasury, aiming to accumulate 10,000 $BTC by year-end. https://t.co/31eeozAluU ...

Ethereum treasury firm @SharpLinkGaming brought its total ETH holdings to over $1.3 billion at today's prices following purchases last week, the company announced on Tuesday. https://t.co/YPLTYorut8 ...

Treasury Secretary Scott Bessent says he sees no reason for Fed Chair Jerome Powell to step down right now https://t.co/RPIupHDITK ...

💥BREAKING:TRUMP MEDIA BOUGHT $2 BILLION BITCOIN FOR ITS TREASURYMEGA BULLISH 🚀 https://t.co/UNps25JK26 ...

JUST IN: Michael Saylor's STRATEGY now holds $71 BILLION in Bitcoin, ranking #9 among all S&P 500 treasuries. 👀They’ve leapfrogged Exxon, NVIDIA, PayPal, and CVS...with only Bitcoin. 🟧💥 https://t.co/wVRnsNbvvD ...