- SOFR +2bp to 4.36% as RRP just hit a new 4yr low (repo stress)
- 2Y now back below 3.7% signaling urgency of rate cuts
- Housing/mortgage equities continuing to rally almost certain 10Y is heading below 4%
Could be wrong, but combined together,
I sense a msg that some parts of the market sees the #Fed cutting not because it can, but because it has to.
#Taiwan is about to get pounded

Wisconsin lawmakers push Senate Bill 386 to regulate #Bitcoin ATMs.
Operators would need money transmitter licenses and collect detailed customer data for every transaction.

#Pelosi

🚨 #RFK Jr. Targets Junk Food on Food Stamps
Health and Human Services Secretary Robert F. Kennedy Jr. says taxpayer-funded #SNAP benefits (food stamps) are helping fuel #America’s diabetes epidemic and he’s calling for change. #MAHA

Rate my kit? I feel like I might need more optics. 🤔 #End #Fed and #Bitcoin #Only

#Jack #Mallers says the #60/40 #portfolio is #dead.
Bonds, real estate, and stocks are failing cities. #Video
https://blossom.primal.net/c61224c742d647f9e226cf1ed32fb6cec3338fd4608f303263a94e0b1fd4a42f.mp4
Hmm. Let's see, gents.
Is she attractive?

#Control #Your #Lust

#Bitcoin #Fink #BlackRock




































