We've seen the ten year. Good morning. Seeing the technique push through, then through that 4% level, we're at 3.9%, 7% right now.Shutdowns can be good for treasuries. What are we expecting to see. What are you watching for next when it comes to Treasury markets.Yeah, absolutely. So what you've seen over the past few months is the rally in Treasuries has largely been because you've priced in more Fed easing. I think also it's very true that the US government bond market has returned as the safe haven of cho ...

Hedge funds in the Cayman Islands held more Treasuries at end-2024 than US official data show, with their ownership likely to be $1.4 trillion higher than reported, according to researchers at the Federal Reserve. https://t.co/vYYPeFoBSe ...

~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]