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AnselLindner
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Economist, host of Bitcoin & Markets pod

As expected, the US 2Y yield has likely put in a multi-month low on major oversold conditions in this panic.

The path to lower recessionary yields won't be a straight line.

💢 Great last segment on China Update today. Excerpt from an academic piece on the scale of troubles China finds itself in.

The scale of overcapacity is hard to believe. They are in a typical bust phase of a market, but instead of it being a market economy where the gov steps in with bailouts, it is an authoritarian directed economy. Creative destruction doesn't mean businesses fail, it means the CCP fails.

https://youtu.be/CDf8OlCi0Mw?si=bf-NNHEfnA1-axQJ

Here is the op-ed published by the Council on Foreign Relations

https://www.foreignaffairs.com/china/chinas-real-economic-crisis

Today's LIVE stream was on:

Trump and family position vs the Harris/Walz stance on bitcoin.

Mr 100's new wallet

ETF flows for bitcoin and ethereum

And restating the oversold conditions in Macro and what we can expect.

https://www.youtube.com/live/grnLzy4cEq4?si=daXR8Mw60rdz-6NU

📈 NEW!! - Bitcoin Minute: Bitcoin ETFs Hold Strong Amid Market Panic

A review of recent #Bitcoin and #Ethereum ETF flows, highlighting the resilience of Bitcoin amid market turbulence and the disastrous performance of Ethereum ETFs

https://www.bitcoinandmarkets.com/bitcoin-minute-bitcoin-etfs-hold-strong-amid-market-panic/

🔥 NEW!! - Macro Minute: Markets Stabilize Amid Overblown Fears

Analyzing the Panic-Driven Market Moves, Japan's Economic Struggles, US Treasury Yields and #Bitcoin's Path to Recovery

Read and subscribe!

https://www.bitcoinandmarkets.com/macro-minute-markets-stabilize-amid-overblown-fears/

I'm on Nostr now. Checking things out.