Market Trends - US Treasuries gained for a second day as traders await key events [1] Economic Indicators - Focus on the upcoming 20-year bond auction [1] - Attention on the release of the minutes from July's Fed meeting [1]

Stablecoin Market Growth - The stablecoin market is expected to reach $2 trillion [1] - Stablecoins are anticipated to become a key buyer of US Treasuries [1] Regulatory Signals - Sec Bessent has signaled to Wall Street regarding stablecoins [1]

FRNT, backed by US Treasuries and issued by the state of Wyoming, is live on Avalanche and will soon be spendable via Rain's Visa cards.Wyoming Stable Token Commission (@wyostable):Today, Commission Chairman & @GovernorGordon announced the mainnet launch of the Frontier Stable Token (FRNT).This historic move marks Wyoming as the first public entity in the United States to issue a blockchain-based stable token. FRNT is designed to provide secure... ...

US Treasuries slipped for a third day as traders shift focus to a highly anticipated speech this week from Jerome Powell for signals on where the Fed will take interest rates https://t.co/BS4eAq1xvS ...

Market Impact - The potential executive order could allow individuals to invest in Bitcoin and cryptocurrencies through their 401k retirement accounts [1] - US retirement accounts hold an estimated $43 trillion, including approximately $9 trillion in defined contribution plans like 401ks [2] - The crypto industry's market capitalization is less than $4 trillion, suggesting a significant influx of capital into Bitcoin and crypto assets if the order is implemented [2] Investment Strategy & Risk - The report questions the allocation of American retirement accounts to US treasuries, which are described as assets that are essentially guaranteed to lose value over long periods of time [3][4] - The iShares 20 plus-year Treasury bond ETF has reportedly lost nearly 50% of its value in the last 5 years [5] - Traditional 60/40 portfolio allocations are criticized for potentially harming boomer portfolios [5] - The report advocates for giving investors the freedom to allocate to assets like Bitcoin, arguing it could offer a better chance to save themselves from financial disaster compared to traditional "safe" investments [6]

Stablecoin Market & US Treasury Holdings - Stablecoin issuers, including Circle and Tether, collectively rank as the 16th largest U S Treasury holder globally [1] - By 2030, stablecoin issuers are projected to hold $12 trillion (1200 billion) in Treasuries, potentially becoming the world's largest holder [1] US Crypto Leadership & Policy - The GENIUS Act aims to establish a clear framework for fully-backed stablecoins, using U S Treasuries as a foundation for reserves [1] - US leadership in crypto is expected to create steady demand for US debt and strengthen dollar dominance globally [2] - Progressive American crypto policy is leading the stablecoin era [2] Sei Network's Position - Sei Network is positioned to support the growth of the stablecoin era at scale [2] - Dollars move faster on Sei [2]

Market Trends - Municipal bonds are rallying along with US Treasuries [1] - Soft US jobs data spurred bets that the Federal Reserve will cut interest rates as early as next month [1]

Labor Market & Economic Outlook - US labor market shows warning signs with payrolls tumbling and unemployment rate rising, indicating a deceleration in job gains [1][2] - Concerns mount over a complicated mix for the Federal Reserve to deal with, leading to expectations of potential rate cuts in September and December [2][3] - Slowing services wages suggest a potential slowdown in consumption and the overall economy, justifying lower interest rates even without a formal recession [19] - The economy is structurally sound, but current policy may be suboptimal, with rates disproportionately hurting lower-income households as housing and labor markets slow [9][10] Interest Rate & Monetary Policy - Fed rate cut bets for September have reached nearly 90%, a significant increase from 45% prior to jobs data, with two rate cuts priced in for the year [6] - The Cleveland Fed President acknowledges a tricky time for monetary policy makers due to conflicting mandates, requiring careful data analysis and business conversations [7][8] - The market anticipates bull steepening as the economy slows and the Fed cuts rates, potentially spurring inflation or growth, leading to a V-shaped recovery [12] - Neutral rate is difficult to determine, potentially higher than expected due to shifts in household and business debt structures, allowing for higher interest rates with a robust economy [17][18] Bond Market & Credit Issuance - US high-grade weekly volume reached $12 million, driven by foreign bank sales, while July volume was $81 billion, the lightest month for supply this year [29] - US high-yield July volumes exceeded $35 billion, marking the second busiest month since September 2021 and the busiest since at least 2006 [30] - Leveraged loan launches in July set a record, reaching over $222 billion, the fourth time in 14 months an all-time record has been broken [30] - Private sector holds $225 trillion in cash, exceeding marketable Treasury debt, with only $29 trillion in high-quality bonds, creating a transcendent influence on the market [26][27]

America is cementing its crypto dominance, and it runs on stablecoins.Circle, Tether, and all other stablecoin issuers combined rank as the 16th largest U.S. Treasury holder globally.The GENIUS Act establishes a clear framework for fully-backed stablecoins, with U.S. Treasuries as a foundation of stablecoin reserves.By 2030, stablecoin issuers are projected to hold $1.2T in Treasuries, making them the world's largest holder, ahead of global powers like China and Japan.US leadership in crypto creates steady ...

RT Cointelegraph (@Cointelegraph)📊 BIG: Tether holds $127B in US Treasuries, surpassing South Korea.Will it flip Saudi Arabia soon? https://t.co/YFVZ9XnCJR ...