The Long Bond Just Hit Pre-2008 Financial Crisis Levels--And Even Iran Is Noticing
• https://www.crisisinvesting.com, Lau VegysChart of the Week #104
Contents Pages by Subject
Treasury
The Cost of Money: Coinage, Fiat Power, and the Quiet Corruption of Value
• MisesThere is something almost absurd about a government minting money at a loss. A coin - the most basic unit - becomes instead a confession, not just of inefficiency, but of a deeper fracture between what money is supposed to represent and what it has b
BlackRock's stablecoin loophole
• 51 InsightsStablecoins can't pay yield by law. So, BlackRock filed something that legally isn't a stablecoin.
The War on Crypto Was Always About Control
• https://www.lewrockwell.com, By Martin ArmstrongThe U.S. Treasury has now frozen $344 million in cryptocurrency tied to Iran, according to Treasury Secretary Scott Bessent, who announced sanctions targeting multiple digital wallets allegedly connected to Tehran.
...there is a risk that the long-time assumption of endless demand for USTs may not hold much longer
• LinkedinWhy would Hank Paulson, former Treasury Secretary 2006-09, suddenly appear and talk about wavering confidence in the US Treasury securities market? Let's unpack what Paulson said to Bloomberg last week.
US Treasury Largest Buyback in History
• Charles-Henry Monchau, CFA, CMT, CAIABREAKING: ???????? US Treasury just did the largest Treasury buyback in HISTORY. Treasury bought back $15,000,000,000 of its own debt to improve liquidity. Source: Bull Theory
TRUTH ABOUT WHO SOAKS UP TREASURY ISSUANCE
• https://www.linkedin.com, Brian ByrneWOLF STREET posted insights about who bought US treasuries in February. Everyone asks why 10Y yields did not soar to compensate risk. In the face of tepid (or even failed) T auctions. This is where the "private" (PFI) gang come in.
Wild: The U.S. Treasury & the Fed just called an emergency meeting...
• Linkedin...with Wall Street's biggest banks because of Anthropic's latest AI model - Claude Mythos
The Treasury just declared the U.S. insolvent. The media missed it
• Yahoo FinanceThe U.S. government is insolvent. That's not hyperbole - it's the conclusion drawn directly from the Treasury Department's own consolidated financial statements for fiscal year 2025, released last week to near-total media silence.
US Treasury Largest Debt Buyback
• Charles-Henry Monchau, CFA, CMT, CAIAJUST IN U.S. Treasury just bought back $15 Billion of their own debt, equaling the largest Treasury buyback in history
Federal Reserve's purchases of short duration T-Bills just hit $358B,...
• Linkedin...surpassing the height of the 2020 REPO bank crisis.
To all Goyim (non-Jews), The US President is colluding with the enemy.
• Twitter - Kim Dotcom
The Next World Reserve Currency
• Andre Jikh - YouTube.comThe End Of The US Monetary Order
Denmark's pension fund AkademikerPension to divest from US Treasuries
• BloomingbitAccording to Walter Bloomberg, an economy breaking-news account, on the 20th (local time), Denmark's pension fund AkademikerPension has decided to sell its entire holdings of US Treasuries and exit the investment. The move is seen as a response to
Is Yen Carry Trade's unwind about to trigger a repo market meltdown? Let's dive into the mec
• LinkedinThe Yen Carry Trade - borrowing low-yield yen to invest in higher-yielding assets like U.S. Treasuries, credit, and equities - has ballooned into a multi-trillion-dollar structure after decades of BOJ suppression of rates and FX volatility.
Wall Street's $4 Quadrillion Backbone To Roll-Out Tokenized US Treasuries
• Zero HedgeThe Depository Trust and Clearing Corporation said it is set to bring tokenized US Treasurys onchain, and plans to expand to a "broad spectrum" of assets in the future.
Japan Just Pulled the Pin as Global Debt Bomb is About to Explode
• https://www.zerohedge.com, by ITM TradingJapan holds $1.2 trillion in U.S. Treasuries. But that anchor may be slipping.
US Treasury issuances are skyrocketing:
• LinkedinThe US government sold $693.5 billion in Treasuries last week, across 9 auctions over 3 days.
After over 230 years in circulation, the last-ever penny was minted today in Philadelphia.
Donna Hancock
$1 Trillion of Liquidity is waiting to Enter the Market.
• LinkedinThe top 3 sources of liquidity in the market are bank reserves, reverse repo, and the Treasury General Account (TGA).
Ray Dalio Explains Why Gold & Why Now...
• https://www.zerohedge.com, by Tyler DurdenBridgewater Associates founder Ray Dalio stated on Friday that gold has started replacing some U.S. Treasury holdings as the riskless asset for investors, amid a continued surge in the yellow metal's prices.
Stablecoins Could Increase Treasury Demand, but Only by Reducing Demand for Other Assets
• Kansas City FedMany expect the establishment of a U.S. framework for stablecoins to increase demand for Treasuries, thereby supporting the Treasury market.
GLOBAL EMERGENCY EXCLUSIVE: Top HHS Doctor Warns President Trump's Life Is In Danger...
• Banned.video - Alex Jones...Because Of The Drugs He Is Being Prescribed By The White House Physician!
Treasury Stocks Are Crypto's Story of the Moment. Here's What Investors Should Know.
• https://currencyinsider.com, by CURRENCY INSIDERIf you're a crypto investor, you have more options than ever before. That doesn't mean your choices are any simpler.
Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time
• Zero Hedge...just like a QE but without the actual QE.
IRS, Treasury Release Details About 'No Tax On Tips' Deduction
• https://www.zerohedge.com, by Jack PhillipsThe U.S. Treasury Department and IRS on Sept. 19 released details about a provision backed by the Trump administration and Republicans, passed by Congress earlier this year, that would provide a tax break for many employees who receive cash tips.
The U.S. just sold $100 billion in 4-week Treasury bills
• LinkedinThat's the largest short-term auction in history. Some analysts believe is doing some kind of 'light' Yield Curve Control.
9 Ways Bitcoin Treasury Companies Can Differentiate in a Crowded Market
• https://www.activistpost.com, Bitcoin MagazineThe Era of Easy Differentiation Is Over
Foreign holdings of US Treasuries climb to record $9.13 trillion in June
• By Gertrude Chavez-DreyfussForeign holdings of U.S. Treasuries rose to record levels in June, topping $9 trillion for a fourth straight month, data from the Treasury Department showed on Friday.
Has anybody noticed that US M2 is hitting all-time-highs?
• Activist Post"The US is flooding the bond market with so much supply to fund deficit spending, that bond prices are falling."
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