Ten31 Timestamp: You're Gonna Need a Bigger Buyback

<p>The Treasury just signaled it will do whatever it takes to hold the long end together, and Bitcoin ripped toward $80,000 about 45 minutes after the headline hit.</p>
<p>🔗 <a href="bitcoinproducts.com">https://bitcoinpr…;
<p>In this episode:</p>
<ul>
<li>Why doubling buybacks from $2 billion to $4 billion moved markets this much</li>
<li>How the TGA could become the Treasury's next source of firepower</li>
<li>Investment funds replacing the Fed as the marginal buyer of long end treasuries</li>
<li>The US escorting oil out of the Strait of Hormuz under cover of darkness</li>
<li>Why the Canada, Mexico and South Korea headlines are all really about China</li>
<li>Private credit cockroaches surfacing in the Lakers and Dodgers ownership mess</li>
</ul>
<p>TIMESTAMPS: </p>
<p>00:00:00 - Bitcoin charging toward $80,000 </p>
<p>00:01:06 - Bull trap or breakout after months of coiling </p>
<p>00:02:45 - Treasury doubles bond buybacks to $4 billion per operation </p>
<p>00:06:17 - The TGA reportedly on the table to fund buybacks </p>
<p>00:08:42 - A whatever it takes moment with stocks near all time highs </p>
<p>00:11:06 - Who actually buys long end treasuries now </p>
<p>00:12:37 - Underwater bonds and freeing up balance sheet capacity </p>
<p>00:15:34 - Iran, the SPR at 1982 levels and crude stockpiles </p>
<p>00:16:59 - Sneaking oil out of the Strait of Hormuz after dark </p>
<p>00:17:58 - South Korea, Mexico and Canada trade headlines point to China </p>
<p>00:21:46 - Mark Walter, the Lakers sale and private credit's cockroach problem </p>
<p>00:23:28 - How a credit daisy chain could blow up the whole strategy </p>
<p>00:25:45 - World Liberty gets conditional charter approval from the OCC </p>
<p>00:27:38 - Stablecoins and a dollar system that looks pre-1913 </p>
<p>00:28:40 - Trump defers on buying significantly more Bitcoin</p>
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