BTL

Don’t let the noise of others’ opinions drown out your own inner voice. S. Jobs.

[𝓐𝓶𝓮𝓵𝓲𝓮 @_Crypto_Barbie]

🇪🇺 TODAY: ECB LAUNCHES “DIGITAL EURO” FOR BANKS AS PONTES STARTS TOKENIZED FINANCE PILOT:

THE ECB SAYS THE DIGITAL EURO IS AVAILABLE FOR BANKS, ENABLING FASTER, FRICTIONLESS TRANSACTIONS USING TOKENIZED ASSETS & DLT 😏

GREEN MEANS GO 🚀

[The Index Insider @TheIndexInsider]

Famous Social Media Platform In The World

[Watcher.Guru @WatcherGuru]

🇨🇳🇺🇸 China cuts US Treasury holdings to an 18-year low

• China has been reducing its holdings for over a decade, down from around $1.3 trillion in the early 2010s to $618 billion today.

• The decline accelerated after 2022 as China became more concerned about relying too heavily on US assets.

• Foreign governments are buying fewer US Treasuries, while hedge funds and other investors are buying more.

• Weaker foreign demand is helping push Treasury yields higher, with the 30-year yield recently hitting a nearly 20-year high.

• Higher yields mean the US government has to pay more to borrow money.

[Bitcoin.com News @BitcoinNews]

NEW: 🎙️ "Industry in the US and around the world continues to march on," Circle CEO Jeremy Allaire said on the CLARITY Act vote this week.

"Policy and regulation is responsive to what's actually happening in the real economy... that doesn't slow down the progress." 💬

[Deep Whale @DeepWhale]

🚨 Les États-Unis émettent une alerte de sécurité pour le Moyen-Orient.

- Les missions américaines dans toute la région avertissent les Américains de possibles annulations de vols, fermetures d'espaces aériens et perturbations de voyages.

- L'Iran place toutes ses forces armées en état d'alerte maximale "Code 100".

- Trump a écourté son séjour à Camp David et serait rentré à la Maison Blanche.

[Stats Globe @statsglobe]

Asia in 1227.

[BTL @LBT03218081]

@woodgungYung @ekchhuon FAKE

[Ek Chhuon @ekchhuon]

Thailand aims to erase another nation’s identity simply bc it couldn’t get what it wanted.

Thailand 🇹🇭 illegally occupied Preah Vihear in 1954 following French withdrawal, but the 1962 ICJ ruling awarded the temple to Cambodia, establishing Cambodia's rightful sovereignty 🇰🇭

[The Macro Paper @macropaperr]

TURKEY’S CENTRAL BANK SOLD $5 BILLION IN FOREIGN CURRENCY AS ITS MARKET CRISIS DEEPENS.

And now the state is stepping directly into the stock market.

Turkey’s sovereign wealth fund has started buying major blue-chip stocks to stop the market rout.

And it’s prepared to keep buying if extreme volatility returns.

This means Turkey is now using two powerful tools at the same time:

The central bank is selling billions in foreign currency.

The sovereign wealth fund is buying stocks to support the market.

These are not normal market conditions.

When a country starts using its reserves and state money at the same time to stabilize markets, it shows how big of a crisis the country is dealing with.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸🇨🇳 A false AI-generated US military intelligence report almost started a war with China, per CNN.

AI wrongly identified a Chinese ship as carrying components linked to a nuclear weapons program.

Armed US personnel were preparing to board the vessel, and military aircraft were already in the air before officials discovered the intelligence was false.

[BTL @LBT03218081]

@mohin_2017 @MarioNawfal 😂😂😂

[Politics Global @PolitlcsGlobal]

🚨🇪🇺 NEW: President of the EU Parliament, Roberta Metsola, says Australia and New Zealand could follow Canada in becoming “associate members” of the EU

[@euronews]

[BTL @LBT03218081]

@Sunbuyes @WanjunXie 👍👍👍

[BTL @LBT03218081]

@antonio_returns POURQUOI POUTINE NE BOIT PAS …

[MoneyRadar @MoneyRadar_FR]

🌍 Le monde est en train de se couper en deux, et cette fois la ligne de fracture n'est ni le pétrole ni les missiles, mais les puces.

Quatre-vingt-dix pays ont déjà choisi leur camp dans "la guerre froide de l'IA".

D'un côté, Pax Silica, lancé par Washington en décembre 2025. Le principe est un club : signez avec nous, et vous accédez aux puces, aux minerais critiques et à la puissance de calcul qui font tourner l'IA. Japon, Corée du Sud, Royaume-Uni, Inde, Allemagne, Émirats et l'Europe. Vingt-quatre signataires, trente-cinq pays autour de sa déclaration.

De l'autre, WAICO, la réponse de Xi Jinping en juillet 2026. Pékin ne vend pas un club fermé mais une porte ouverte : financement d'infrastructures, formation, et surtout une place à la table de gouvernance pour le Sud global que l'autre camp laisse dehors. Vingt-neuf pays fondateurs, dont le Brésil, la Russie et l'Afrique du Sud.

Ce qui rend la carte fascinante, c'est qu'elle ne suit pas les vieilles alliances. Elle suit ce qu'il y a sous le sol. Le Chili, premier producteur de cuivre et assis sur les plus grandes réserves de lithium, a rejoint Washington. L'Indonésie, reine du nickel, a choisi Pékin. Le Kazakhstan, lui, a signé dans les deux camps, refusant d'échanger une dépendance contre une autre.

Et puis il y a les indécis, Vietnam et Arabie saoudite en tête, qui regardent les deux mains avant de miser. Washington vient d'ailleurs de prévenir une trentaine de pays : rejoindre WAICO, c'est se faire exclure de Pax Silica. Choisis un camp.

La mondialisation heureuse promettait un monde sans frontières. L'IA est en train de le redécouper en fonction de qui possède le sable, le silicium et les serveurs.

[Bull Theory @BullTheoryio]

BREAKING: 🇬🇧 Scotland, Wales, and Northern Ireland just signed a joint declaration to break away from the UK.

This is the first time all three nations have been led by pro independence parties at the same time.

UK PM Andy Burnham has already rejected it, calling both a Scottish and Northern Ireland vote "off limits."

Scotland already tried this in 2014 and narrowly voted to stay.

This time, all three are pushing together, and if any one of them succeeds, it could mean the actual breakup of the United Kingdom.

[Bull Theory @BullTheoryio]

🚨 IS THE WORLD HEADING TOWARD A GLOBAL BOND CRISIS?

Japan's 10-year yield just hit 3.03% for the first time since 1996. Its 20-year yield is at 30-year high while the 30-year and 40-year are at record highs.

The UK's 10-year yield is at its highest since 2008. Its 30-year yield is at its highest since 1998.

France's 10-year yield is back to levels last seen around 2008. Germany's 10-year is at its highest since 2011.

The US 10 and 30-year yields are at a 19-year high.

This isn't happening because of one country's problem.

It's happening across almost every major government bond market at the same time.

Part of this is central banks.

The ECB just hiked rates again in September. Markets now see more than a 50% chance the Fed hikes this month too, and expect the Bank of Japan to raise its rate to 1.25%.

Rate hikes only explain part of this.

Long term yields also carry something called a term premium, extra compensation investors demand for holding debt over many years when inflation, government borrowing, and market risk are uncertain.

That premium has been rising too, especially in Japan, France, and the UK.

Here's what makes this cycle different from anything before it.

Global government debt is now close to 94% of world GDP, and the IMF expects it to hit 100% by 2029.

Global governments are now spending almost 3% of world GDP on interest payments alone, up from 2% just four years ago.

At the same time, AI is becoming a major source of new debt demand. The five biggest US tech companies are expected to spend around $697 billion this year on AI infrastructure.

A growing share of that is now funded through debt, and private credit funds are financing a lot of it, this AI segment alone went from 17% of private credit deals a few years ago to over a third of all deals in 2025.

This is why rising yields matter so much right now.

Higher yields raise the cost of that same AI debt. They raise mortgage rates, and most US homeowners are locked into rates under 4%, so higher rates freeze up home buying and selling instead of forcing existing owners to pay more immediately.

They raise borrowing costs for governments already struggling to manage existing debt.

They raise the discount rate used to value stocks, which hits expensive, high growth companies the hardest.

This doesn't automatically mean stocks, gold, silver, and crypto all crash together.

Gold can actually rise if people start worrying about government debt and inflation instead of just reacting to higher yields.

It does mean every part of the financial system is now more exposed to the same risk at the same time, government budgets, mortgages, corporate debt, private credit, and stock valuations all get squeezed by the same rising cost of money.

The real question isn't whether yields are high.

It's whether this keeps building slowly, or whether one weak bond auction, one political shock, or one forced sale turns this into something faster and much harder to control.

[The European Horizon 🇪🇺 @europeanhorizon]

🇪🇺🇨🇦 NOW: Canada Explores Becoming the First Associate Member of the European Union

Canada is reportedly considering becoming the first "associate member" of the European Union, as PM Mark Carney seeks closer ties with the bloc. The EU, traditionally rigid on membership rules, is open to creating this new status for Canada.

The move gains urgency amid Canada’s escalating trade war with the United States, pushing the country to diversify its strategic partnerships.

WSJ

[Barchart @Barchart]

The Fed will hike rates next week and December, warns JP Morgan 🚨 🚨

[Barchart @Barchart]

Federal Reserve has now lost $212 Billion over the last 3 years 🚨 🚨