This is one of the most interesting observations I've read in a while. Bitcoin sitting through a 19-year high in Treasury yields without crashing challenges the "risk asset"…
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Interesting data - thank you, I hadn't seen those numbers before. I wonder if it's because people know that Latin American currencies can turn to toilet paper very rapidly with…
Really sharp distinction here, "leveraged wrapper deleverages" vs "smart money losing faith" is the kind of nuance that gets lost in most headline coverage.
The point about DATs…
