Rob HODLs retweeted
GLOBAL BOND MARKET CRISIS IS HERE.
🇺🇸 US 30Y yield highest since 2002
🇯🇵 Japan 30Y yield highest since 1996
🇫🇷 France 30Y yield highest since 2002
🇬🇧 UK 30Y yield highest since 1996
🇩🇪 Germany 30Y yield highest since 2011
🇰🇷 South Korea 30Y yield highest ever
🇦🇺 Australia 30Y yield highest ever
🇳🇱 Netherlands 30Y yield highest since 2011
Rob HODLs retweeted
I'm working on a long post/thread walking through the bull case for SpaceX, and let me forewarn you, it is insane. If $SPCX can accomplish even half of the bull case, it will still be insane. Probably posting it tonight or tomorrow. Stay tuned.
Rob HODLs retweeted
BREAKING: We just caught another interesting trade.
President Trump just filed multiple July purchases of Microstrategy stock.
$MSTR has risen 83% since his purchase on July 24th.
Rob HODLs retweeted
Big day for $MSTR.
Up 13.38%.
The 2030 Convert A is now in the money.
This matters more than you think.
When a convert goes back in the money it starts behaving like equity rather than debt, because holders expect to convert rather than demand cash.
Senior claims sitting above the preferreds effectively disappear.
Less debt above, more collateral below.
This is the mechanism that dragged STRC down in June and it's now running in reverse.
Credit quality improves, spreads tighten and the path back to par gets easier.
Everything gets better in a Bitcoin bull market.
You are not bullish enough.
Rob HODLs retweeted
America added 162,000 payroll jobs on a base of 159.1 million—0.10%. BLS puts the 90% confidence interval on the monthly change at roughly ±122,000. Yet trillions in assets reprice because economists guessed 56,000. We have turned statistical noise into monetary policy.
Rob HODLs retweeted
"STRATEGY WILL BLOW UP!!1"
With 0% net leverage?
🤡🤡🤡
Strategy increased USD Reserve to $5.10B, established additional USD Cash of $1.59B, and repurchased $136M of $STRC. As of 8/23/26: Strategy holds ~4% of Total BTC Supply and has ~0% Net Leverage. $MSTR strategy.com/press/strategy-…
Rob HODLs retweeted
Luke Gromen just exposed the ultimate financial magic trick. 🪞🔥
Treasury says we've "peaked the deficit." Here is how you zero-out a national deficit on paper without cutting a single dollar of spending:
1. The Debt Swap
Swap long-term 5% Treasury bonds into short-term T-bills.
2. The Captive Stablecoin Bid
Mandate that $1T+ of digital stablecoins must be backed 100% by these short-term T-bills-while paying 0% yield to the stablecoin holders.
3. The Rate Suppression
Slash the T-bill rate to 0.60%. Since stablecoin users get 0%, the banks and issuers keep the tiny spread, and the Treasury’s multi-trillion-dollar interest expense vanishes overnight.
The Catch?
You didn't fix the debt-you monetized it into circulating digital cash.
Deficits shrink on paper. Money supply explodes in reality. Real yields go deeply negative.
Financial repression 101: The debt gets inflated away, cash savings get taxed invisibly, and hard assets reprice to infinity.
Stack Gold. Stack Bitcoin. 🥇₿
Rob HODLs retweeted
I've checked with other sources too, this is actually the biggest $BTC 1D shorts liquidation event ever.
It cannot be understated how insane this is.
Rob HODLs retweeted
US Dept of Treasury is increasing, by at least double, the size of liquidity support buyback operations for longer-dated nominal coupon securities; The current maximum size of $2 billion per operation will be at least $4 billion per operation.
Yields, USDJPY tumbles
Well, that resolves the debate whether Treasury buybacks are "Mini QE" once and for all
Rob HODLs retweeted
BREAKING: The US 30 year yield just crashed below 5.20% after the Treasury doubled its long term bond buybacks.
The yield hit 5.337% yesterday, a 19 year high, before dropping to 5.189%.
A buyback is when the Treasury goes into the market and buys back bonds it already issued.
That takes supply out of the market and pushes prices up, which pulls yields down.
Treasury is doubling the size of these operations in the 10 to 30 year sector from $2 billion to $4 billion each, starting September 9 and running through November 4.
Treasury says this is about liquidity, not the level of yields.
The timing still matters.
The announcement landed the same week borrowing costs hit their highest level since 2007, and the market read it as the government stepping in to support its own debt.
