DeFi Beta Testa

👨🏻‍🌾 Gardener by day, Degen by night. It’s farms all the way down.🦇🔊

[DeFi Beta Testa @DefiBetaTesta]

Bitcoin doesn’t care what liquidity index you track.

Bitcoin IS the liquidity index.

[DeFi Beta Testa @DefiBetaTesta]

@SerhijSSS This must be a joke.. or AI
Imagine what happens to this circus the moment one of them gets blown to smithereens

[DeFi Beta Testa @DefiBetaTesta]

@RackMada לפחות השליח לא אכל להם את המשלוח.
קרה לי בעבר.

[DeFi Beta Testa @DefiBetaTesta]

🤩

[DeFi Beta Testa @DefiBetaTesta]

@aero_agent get me onboard 🛫

[DeFi Beta Testa @DefiBetaTesta]

@VerminusM Yeah why not Uganda?

[DeFi Beta Testa @DefiBetaTesta]

@TrustlessState

[Grok @grok]

@YaarGhadimi Take that Palestinian flag and shove it up your ass

[DeFi Beta Testa @DefiBetaTesta]

The future of the jobs market 😢

[Captain Rational 🧮📐✏️ @noahseidman]

Jobs wanted... we're hiring.

[David Hoffman @TrustlessState]

3 years ago today, Hamas invaded Israel from Gaza and murdered 1,200 people, the deadliest day for Jews since the Holocaust.

Hamas then retreated behind its own people, using Gaza's civilians as a narrative shield of "oppression and resistance." A week-long invasion became a 3-year propaganda war against the Jews.

I see antisemitism as a barometer for the collective mental health of a society.

Inflation, wealth inequality, increased costs of living, are all squeezing society, and people go looking for a villain to blame.

Social media, expertly leveraged by global Islamism (the Islamic Regime, Qatar, Turkey) to create the pro-palestine movement, provides the answer: the Jews. Jews, the most oppressed people in history, are somehow always the oppressor.

We are seeing the same beginnings of the Islamo-Marxist alliance that created the Islamic revolution that has opressed the people of Iran since 1979.

(btw, all the Marxists in that alliance were executed once the Islamists took power - "Queers for Palestine!" is a modern echo of this)

I don't know why society has singled out the Jews, but IMO how a country treats its Jewish diaspora reflects its overall mental health.

Like the Iranian diaspora, when Jews are free to participate in a country's economy, that country prospers. Both are among the most hardworking, entrepreneurial, and successful groups in the world. The cultures that have been oppressed the most, and that value freedom and modernity, have produced outsized wealth, knowledge, and contributions to the world.

We, as society, must protect the Jews.

I hope this modern wave of antisemitism becomes a thing of the past, and Jews can once again feel safe in the modern Western society they helped create.

🇮🇱🇮🇷🇺🇦🇺🇸

[DeFi Beta Testa @DefiBetaTesta]

This is THE issue facing us economically
Does AI propel us to futuristic utopia?
Or drown us in algorithm depression hell?

[Izabella Kaminska @izakaminska]

So much for that AI-driven productivity boom, says Apollo’s Torsten Slok.

Or as he puts it “the AI boom is clearly visible in investment data and in equity valuations, but it is not yet visible in the productivity statistics, which means the productivity payoff from AI remains a forecast rather than an observation.”

This somewhat echoes Robert Solow’s famous quip “you can see the computer age everywhere but in the productivity statistics “.

My personal theory as to why this is the case is that the information economy’s ability to increase productivity is offset (if not surpassed) by its ability to manufacture influencers, hackers and scammers. So it’s a wash.

[DeFi Beta Testa @DefiBetaTesta]

@LukeGromen This is the long end while they are hiking
Oh baby, just wait till when they start cutting!

[Emad @EMostaque]

oh dear

[DeFi Beta Testa @DefiBetaTesta]

Hint: it’s accelerating

[Jeffrey Gundlach @TruthGundlach]

The chart of the 30 Year UST yield over the past 25 years is must viewing.

[DeFi Beta Testa @DefiBetaTesta]

It’s bond vigilante season baby

[DeFi Beta Testa @DefiBetaTesta]

@FistedFoucault Yup, we would do it again today no doubt.

[DeFi Beta Testa @DefiBetaTesta]

@thesiriusreport @SaraNajmaii Turkey is the one threatening Israel
Israel has all the incentives for a Turkish alliance

[DeFi Beta Testa @DefiBetaTesta]

Here we go again 😅

[il Capo @CryptoCapo_]

This really looks like a bull trap.

[DeFi Beta Testa @DefiBetaTesta]

Age of Cassandra

[Santiago Capital @SantiagoAuFund]

😬

[DeFi Beta Testa @DefiBetaTesta]

The Bessent Streisand effect
The market is wondering why do we need buybacks if everything is going so well?? Unless…

[The Kobeissi Letter @KobeissiLetter]

You can't make this up.

The US Treasury just announced it is tripling long-term buybacks to $6 billion and yields STILL rallied on the news.

That means the US Treasury went from doubling, to "at least doubling," to tripling long-term bond buybacks and yields are still rising.

This puts the 10Y Note Yield above 4.85% for the first time since November 2023, up +15 basis points from pre-announcement levels.

The bond market is quite literally fighting the US Treasury as the Iran War continues, with the 10Y Note Yield nearing a +100 basis point move since the war began.

Without an end to the Iran War, we are on track to see the 10Y Note Yield above 5.00% by next week.

American consumers, homebuyers, and borrowers are in for a rude awakening.

[DeFi Beta Testa @DefiBetaTesta]

@llamaonthebrink Perpetual prediction markets solve this