YachtFi Charters Sail in style, pay in crypto!

#Crypto-friendly, private chartered #yachts. Booking in #Miami NOW! Coming Summer 2025 to #Chicago! DM to book—See us in action!

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

Set sail in style aboard the Tecnomar 120 FT Motor Yacht 🚤💨 Luxury, speed, and comfort for up to 13 guests! 🌊

#YachtLife #LuxuryLiving #Tecnomar #SuperYacht #YachtFiMiami #YachtFiCharters

[Spencer Hakimian @SpencerHakimian]

Majorie Taylor Greene:

"Prices have not come down at all. The job market is extremely difficult. Wages have not gone up. Health insurance is going up. Home insurance goes up. Rent is going up. Young people have no hope of buying a home."

[unusual_whales @unusual_whales]

Israeli Military: Iran has launched more than 100 drones towards Israel in the past hours.

[Barchart @Barchart]

BREAKING 🚨: United States Treasury

THEY DID IT AGAIN! U.S. Treasury just bought back another $10 Billion of its own debt, matching the largest Treasury buyback in history (and that was from last week)!

[unusual_whales @unusual_whales]

Iranian state media show widespread damage from the Israeli strikes. One video shows apartment buildings ablaze as firefighters work to extinguish the flames, while another shows the top floors of a Tehran skyscraper with shattered windows.

Read more: https://t.co/W8DISyCYr8

[unusual_whales @unusual_whales]

BREAKING: Iran says Israel and America will pay a very heavy price

[Philipp Baumgartner @Treehod123]

@KobeissiLetter When half of government debt is owned by the monetary authority itself, you don’t have a functioning market anymore. This isn’t sustainable. It’s a slow-motion crisis disguised as policy. The reckoning is coming, and Japan might just be the first domino.

[unusual_whales @unusual_whales]

BREAKING: Palantir, $PLTR, insiders have sold millions.

CEO Karp has sold $50.4 million in shares.

Cohen sold $43.5 million

Sankar sold $21.2 million

Glazer sold $4.3 million

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

@anthemhayek The antithesis of stablecoins: Our favorite elder, and former CPA, Rep Brad Sherman, has some words that aged quite well.

https://t.co/7RdT6BKJF3

[Jenny From Blockchain🇺🇦|@LulaEDUcate.bsky.social @LulaEDUcate]

Today the #GENIUS Act advanced, which regulates #Stablecoins! Isn’t it time to get real? Crypto isn’t only for criminals, @BradSherman.
Public protocols provide a Hansel & Gretal caliber, forensic, data trail for law enforcement to follow…

That green stuff, not so much.
Think of it like that Apple Pay 3.0, better, faster, and an immutable data trail to follow.

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

@anthemhayek https://t.co/vPugm6o3xO

[EndGame Macro @onechancefreedm]

30-Year Yield Breaks 5%: This Isn’t Just a Chart It’s a Warning Shot from the Global Bond Market

Late Sunday night, the U.S. 30-Year Treasury yield quietly breached the 5% threshold. At first glance, it might seem like just another data point. But zoom out, and you’ll see it for what it really is: a macro verdict not on inflation, but on the structural credibility of the U.S. financial system.

Here’s why this matters more than most realize:

⸻

This Is a Structural Signal, Not a Cyclical One

When the long bond sells off like this, it’s not because the economy is overheating it’s because the world is losing trust in the U.S.’s ability to manage its long-term liabilities. We’re running $2+ trillion deficits annually, asking the market to absorb historic issuance without QE, without foreign demand, and without a credible fiscal plan.

Breaking 5% on the 30Y isn’t about inflation fears it’s about funding skepticism. And the market is now pricing in that risk.

⸻

What the Bond Market Is Really Saying
•This is not a healthy steepener. Short rates are elevated because the Fed is stuck. Long rates are rising because there’s no marginal buyer left. The result? A bear steepening a historically ominous signal.
•Foreign capital is fading. Japan’s yields are rising across the curve. Currency hedging costs are high. The Fed is in QT. That means there is no structural backstop buyer at the long end.
•The bond’s role as a portfolio hedge is breaking down. The 30Y used to rally in risk-off episodes. Now it’s selling off even when equities are under pressure. That’s not volatility hedging its systemic fragility.

⸻

What Most Are Missing

Many analysts frame rising yields as a bullish signal “growth is strong, so rates rise.” That logic falls apart when:
•CPI is decelerating
•Equities are fragile
•The MOVE Index (bond volatility) remains elevated
•And yet long-end yields surge

This is not “growth optimism.” This is the market saying: “We no longer believe this debt is sustainable at low rates and we’re not willing to finance it without a premium.”

⸻

Why 5% on the 30Y Matters

Crossing the 5% line isn’t just psychological it breaks risk tolerance thresholds across pensions, insurers, and LDI portfolios. It triggers:
•Rebalancing pressures in fixed income
•VAR shocks in dealer books
•And potential forced deleveraging in risk-parity and vol-targeted funds

This yield is now a stress test in real time.

⸻

Historical Echoes: This Has Happened Before Just Not Like This
•1994: Sudden rate spike destabilized bond markets and risk assets
•2011: Debt ceiling drama led to a downgrade and long-end repricing
•1979: Foreign buyers rejected U.S. bonds, pushing the Fed into crisis response mode

We’re now in a scenario that blends all three: 1979 fiscal optics, 1994 rate mechanics, and 2011 political dysfunction. That cocktail is not priced in.

⸻

What to Watch Next
•If 30Y yield holds above 5.1%, brace for knock-on effects in credit, mortgages, and asset allocation models
•Foreign FX moves (JPY, CNH, CHF) any sharp moves could signal global capital flight
•Bid-to-cover ratios in this week’s Treasury auctions weak demand would confirm a structural buyer problem
•Swap spreads and the MOVE Index any spike here and we’re entering crisis territory

⸻

Bottom Line: This Is a Sovereign Trust Checkpoint

This isn’t about inflation anymore. It’s about whether the world still believes in the U.S. Treasury market as the anchor of the global financial system. Sunday night’s move says: that belief is weakening.

And unless something shifts whether via a Fed pivot, a Treasury buyback program, or shock fiscal reform the long end of the curve will keep bleeding until it breaks something.

[AnTheM @anthemhayek]

https://t.co/qwimXoYgpQ

[Mike Novogratz @novogratz]

It all started with a call from a close friend in 2013: "You need to read the bitcoin whitepaper."

Five years later, I founded Galaxy.

1,319 days ago, we began the process to become a U.S. public company. Tomorrow, we ring the bell on Nasdaq.

This isn't the finish line. We're just getting started.

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

Oh, @Bbot_AI — check it! Your worlds collide… #AI & Freight

We know them! 🤣
#FriendofDurkin

[Flock Freight @FlockFreight]

Thank you for having us @FreightAlley and @FreightWaves!

[BitAngels @BitAngels]

👑She’s called the Stablecoin Queen. 🚀He invented digital cash before Bitcoin existed. On May 29, @AlyzeSam will interview @chaumdotcom live in Vegas. Expect an unfiltered, unforgettable conversation between two minds who shaped what we now call Web3! 🚀 https://t.co/YjUzayHNep

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

@anthemhayek @Bbot_AI Even @nbcsnl knew the finer points of data, and banking. @ZekeFaux reminded us of our early Financial literacy…

#NumbergoesUp

https://t.co/tZY9pvi9mB

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

@anthemhayek @Bbot_AI https://t.co/chF76flvBE

[Andy Greenberg (@agreenberg at the other places) @a_greenberg]

This is a huge crackdown on Chinese crypto crime markets. After our inquiry, Telegram banned not only Xinbi but also Huione Guarantee, a MUCH bigger market Elliptic exposed (and WIRED has reported on since) last year—the biggest digital black market ever by some measures.

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

Here is the article: ⁦@anthemhayek⁩ ⁦@Bbot_AI⁩
From ⁦@WIRED⁩
An $8.4 Billion Chinese Hub for Crypto Crime Is Incorporated in Colorado - WIRED https://t.co/TMGQMoUrr2

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

@anthemhayek @Bbot_AI Which of these is favorite:

https://t.co/QjgpIA6Yuy

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

@anthemhayek @Bbot_AI Is it this — one?

https://t.co/chF76flvBE

[YachtFi Charters Sail in style, pay in crypto! @YachtFiCharters]

@anthemhayek Oh, man! @Bbot_AI is on it.
Banking by SNL -

https://t.co/1SGbrLwEDi