Federal Reserve Leadership - The president was considering Hasset and former Federal Reserve Governor Worsh to run the Fed [1] - There was speculation and pushback regarding Hasset's potential nomination, with concerns about his close ties to the president [5] - Chris Waller is considered a strong candidate by some due to his knowledge of monetary policy [5] Market Reaction - Poly Market showed Hasset surging as a potential candidate [3] - The 10-year yield increased approximately 20 basis points when Hasset seemed likely to be chosen [6] - Yields went down after the president mentioned Hasset on Air Force One [7] Fed Communication and Independence - The Treasury Secretary and the Fed chair may discuss the economy and inflation outlook, but it's uncertain if they discuss interest rates directly [12] - Some Fed chairs believe it's inappropriate to discuss interest rates with the administration or even meet with the president [13] - Powell waited for an invitation to meet with the president and they apparently did not discuss interest rates [14]

Monetary Policy Shift - Central banks globally are moving away from easing monetary policy [1] - This shift is causing yields to increase [1]

Joining me, Dan Clifton is Strategus Research Partners head of policy and Dave Zervos is Jeffrey's chief market strategist, a CNBC contributor, not Fed Chair, Dave, unless you have anything you want to, you know, tell us about your conversations over the weekend. >> I've got no comment on that. >> We can talk about all the other >> stuff. I understand. It is truly great to see you guys and I appreciate you being here today. Do Do you I know Dave, you've been pounding the table about this for a long time. yo ...

Market Trends - Treasury yields are trending towards their lowest levels of the year in recent weeks [1] - This trend persists despite weak demand for an auction of seven-year notes [1]

A website tracking #BNB "yields".https://t.co/6SrZjP2KdZ(Built by someone using an AI tool.) ...

Rewards & Yields - $SEAM 奖励已更新并添加到 @Base Morpho 上的 Seamless vaults [1] - @MorphoLabs 上多种资产的 APY 收益率最高，包括 USDC、ETH 或 cbBTC [1] - 收益来自 $SEAM 奖励、 $MORPHO 奖励和借款人费用 [1] TVL & Protocol Performance - TVL 趋势符合预期 [1] - RT Seamless Protocol (@SeamlessFi) 协议正在运行 [1]

Federal Reserve Policy & Market Reaction - The market had priced in a 25 basis point cut, with expectations inching towards more cuts later in the year and in 2026 [2] - The Federal Reserve's dual mandate appears fairly balanced [5] - The stock market and 10-year yield closed flat following the Fed's decision [6] - Rates decreased by approximately 10% in the two months leading up to the decision [8] Investment Strategies & Market Sentiment - Waiting for the Fed's actual rate call to buy stocks is considered too late by hedge funds and major institutions [10][11] - A durable rally typically requires the Fed to cut rates well below neutral levels [12] - The rally observed has largely been in anticipation of the rate cut [13] - Gold has increased by 11% alongside a significant rise in the stock market over the last three months [7] Future Outlook & Dissent - Expectations regarding future policy changes rapidly [9] - As May 2026 approaches, when Powell's term ends, the Fed may become more dovish [9] - Seven individuals called for no cut [8]

Market Trends & Investment Opportunities - A Fed rate cut is potentially imminent [1] - Investors should capitalize on current high yields before they decrease [1] - Opportunities exist to secure guaranteed yields for the future [1]

Yield Trends & Analysis - BFA Securities' technical analysis indicates yields have been trading in a narrowing, trendless range over the past year [2] - Tactical downside risk for yields is expected through the end of the month or Labor Day, driven by the 50-day moving average crossing below the 200-day moving average [4] - The "death cross" formation suggests a move towards the lower end of the range, targeting 405% to 410% [4][5] - A potential rebound to 440% in September is possible if yields base at the lower end of the range [6] Stock Market Implications - Historically, when the 50-day moving average crosses below the 200-day moving average for US 10-year yields, the S&P 500 tends to rise 45 to 55 trading days later [8] - Lower yields could allow the tech sector to outperform, further boosting the S&P 500 [8] - BFA Securities has an S&P 500 target of at least 6,500 and upwards of 6,625 this summer [8] - Lower yields may be necessary for equities to reach their final upward thrust [9]

RT Picolas Cage (@Picolas_Caged)Productive TVL on @katana - what does it mean?If you've been following katana for a minute you've probably heard the words 'productive TVL' floating around - but does it actually mean?🤷‍♂️Put simply, TVL = total value locked. It's measured in USD and it's the total amount in USD value of all assets on the chain.TVL has been used as a metric to measure the success or health of a chain by bragging about the amount of $ sloshing around the chain - either in DeFi or just bridged ...