Episode Details
| Title | Global Yields Nearing A Breaking Point | Weekly Roundup |
|---|---|
| Date | 1/10/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Central banks may diversify away from traditional assets like treasuries and dollars, potentially driving demand for Bitcoin as a store of value.
- “If you're a central bank, like, you're China, you're Japan, you're trying to protect your currency right now. What are you doing? You're selling your treasuries. You're selling your dollars. You're selling your other assets, and and you have to buy something that's gonna hold value.” - Tyler (1:03:59)
- 🟢 $RISKPARITY - 🔒
- 🟢 $DESOC - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $GOVSPEND - 🔒