~62% of all tokenized assets are on @ethereum.Data includes tokenized currencies, commodities, treasuries, private credit, private equity, and venture capital. https://t.co/3lUQT86MbC ...

RT Nick Szabo (@NickSzabo4)As long as new Treasuries are being issued diluting the Treasury supply faster than the interest they pay (or funded by diluting dollars faster than Treasury interest rates), zero-interest scarce assets like gold and Bitcoin are the better investment. For long-term investments Bitcoin is better than gold for a variety of reasons, one being that in the long run the gold supply will likely dilute 2-3%/year and Bitcoin will approach dilution of 0%/year. ...

Market Trends - Treasury yields decreased as prices rose [1] - Strong demand was observed at the first coupon auction of the month [1]

🔎 CMC Product Highlight | Bitcoin TreasuriesPublic companies now hold nearly 1M BTC, with 91% sitting in the US.Our new Bitcoin Treasuries dashboard tracks who’s buying, where they’re based, and how much they control 👇https://t.co/nG5eQqJgq1 https://t.co/afj8RcDkK8 ...

RT Balaji (@balajis)Gold is about to flip treasuries. https://t.co/TV1x313L5C ...

RT Nick Szabo (@NickSzabo4)As long as new Treasuries are being issued diluting the Treasury supply faster than the interest they pay (or funded by diluting dollars faster than Treasury interest rates), zero-interest scarce assets like gold and Bitcoin are the better investment. For long-term investments Bitcoin is better than gold for a variety of reasons, one being that in the long run the gold supply will likely dilute 2-3%/year and Bitcoin will approach dilution of 0%/year. ...

Market Sentiment & Momentum - Global markets show bullish momentum, particularly in Asia, driven by technology news and enthusiasm for deals involving companies like SK Hynix and Samsung [1][3] - Concerns exist about a potential market bubble and its implications for trading strategies [2][4] - Equity markets are currently favorable for selling equity, but the sustainability of exponential growth is questioned [4] Government Bond Market - Nervousness surrounds government bonds, highlighted by a Japanese 10-year bond auction that didn't go completely smoothly [5][6] - Demand for government bonds is waning, potentially due to the attractiveness of equities and havens like gold [7] - Upcoming bond auctions in France, Spain, and potentially the UK will be closely monitored for demand metrics [8] US Treasuries & Government Shutdown - US Treasuries rallied due to surprisingly negative ADP labor numbers, fueling speculation about potential Fed interest rate cuts [9] - A prolonged US government shutdown could negatively impact the economy and potentially sour demand for US Treasuries over time [10] Company Valuation - Open AI's valuation is estimated to be around $500 billion [3]

Market Trends - Bond traders are investing millions of dollars in options, anticipating a rally in 10-year Treasuries [1] - The expected rally is predicted to drive yields on 10-year Treasuries to five-month lows [1]

Core Viewpoint - A potential government shutdown may lead to continued market gains as investors anticipate government intervention and stimulus measures [1] Group 1 - The possibility of a government shutdown is creating uncertainty in the market, but it may also drive investors towards sectors that benefit from government spending [1] - Historical data suggests that markets often perform well during periods of government shutdowns due to increased fiscal stimulus [1] - Analysts are closely monitoring the situation, as a shutdown could lead to a reallocation of investments towards defensive stocks and sectors [1]

Market Trends - US Treasuries experienced small gains in early trading, supported by a slump in oil prices and a rally in UK government bonds [1] - Market anticipates buying into Tuesday's month-end index rebalancing [1]