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1/ The US Treasury doubled liquidity-support buybacks to $4bn per operation, up from $2bn, targeting 10–20 year and 20–30 year bonds.
The announcement sent the 10-year Treasury yield down 8bp, its sharpest reaction to a Treasury operations announcement in months.
4/ The $2bn increase is small relative to the $32tn Treasury market, making the expanded buybacks primarily a signalling device.
Investors will now watch whether Treasury applies more pressure on the Fed, and how the Fed responds.
🇲🇾 Malaysia is betting that Islamic finance could give it an edge in tokenization.
With its first tokenized sukuk priced and banks testing onchain payments and deposits, can Malaysia turn its Shariah expertise into a genuine digital-asset hub — or will Singapore and Hong Kong pull ahead?
For @sandmark_news
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🗞️ Catch up on the hottest crypto news over the past 24 hours:
🔸 GTA 6 leaks send token soaring as hackers turn attention into trades.
🔸 @Gemini signs pact with Apex to grow prediction markets business; shares rise.
🔸 @Strategy spends five weeks buying its own preferred stock instead of Bitcoin.
🔸 Cantor shell hits 12-month high as Adam Back’s Bitcoin deal dies.
🔸 Pakistan gives crypto firms until 5 Sep to apply or risk jail.
📊 From our analysis:
🔹 Bitcoin, Ether options reprice upside, but not yet a new regime.
🔹 Bitcoin rally amplifies treasury stocks for two days, then sorts them.
4/ The rally offers a test that a static holdings table cannot.
Sensitivity to Bitcoin comes through the balance sheet, through the operating business, or through both, and only the second kind survived contact with a third trading session.
More details ⬇️
https://t.co/QrpdFd8h83
1/ #Bitcoin's strongest week since March 2023 lifted some treasury-linked equities & left others behind.
A 19.2% BTC rally produced returns ranging from Strive to SpaceX. The size of a company's Bitcoin holdings didn't directly determine its stock performance.
3/ Economic relevance beat the size of the holding.
Strategy owns the most Bitcoin, but Twenty One Capital, Metaplanet and Strive amplified BTC more over the first two sessions.
MARA's event beta fell 1.97x→1.34x, Riot's 0.88x→0.25x, while Hut 8's dropped to 0.