Ten31 Timestamp: Mr. Warsh, I Don't Feel So Good

<p>While US and Chinese leaders exchanged niceties in Beijing, bond markets were selling off hard. Thirty-year Treasury yields hit their highest level since 2007, inflation prints came in hot, and the Strait of Hormuz started looking like a live test of Bitcoin as money for enemies.</p>
<p>🔗 <a href="bitcoinproducts.com">https://bitcoinpr…;
<p>In this episode:</p>
<p>US-China summit theater and what was actually accomplished</p>
<p>Global bond yields hitting highs not seen since 2007</p>
<p>Hot CPI and PPI prints versus the AI productivity narrative</p>
<p>Treasury repo "dirty tricks" and lending against its own debt</p>
<p>Strait of Hormuz fallout: motor oil, sulfur, fertilizer, and helium</p>
<p>Iran's IRGC demanding Bitcoin for passage insurance</p>
<p>TIMESTAMPS:</p>
<p>00:00:00 - US-China summit and CEO theater</p>
<p>00:01:06 - Beijing's holding pattern</p>
<p>00:02:11 - Bond markets send the real signal</p>
<p>00:04:18 - Hot inflation prints and Fed fears</p>
<p>00:05:55 - AI productivity or transitory 2.0?</p>
<p>00:07:26 - 1999 Cisco chart echoes</p>
<p>00:09:00 - Hormuz physical supply shocks</p>
<p>00:11:06 - US debt math and sovereign spiral</p>
<p>00:13:09 - Treasury repo market creativity</p>
<p>00:16:26 - Japan hyperinflation warnings</p>
<p>00:17:13 - China refinery cuts: who blinks first</p>
<p>00:18:44 - Iran's Bitcoin-only Hormuz insurance</p>
<p>00:21:21 - Bitcoin as money for enemies</p>
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