12 hours later, and the US 2Y Note Yield is up to 4.00%, now up nearly +60 basis points since the Iran War began, moving in a literal straight-line higher.
Inflation expectations have become so bad that the market is trading like an emergency Fed rate hike is imminent.
If you haven't read our analysis below, you should do so now.
Without intervention, the bond market is nearing a full-blown crisis.
https://twitter.com/TKL_Adam/status/2037514336621441346

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Jack Dorsey announces a $1 million project to give away free Bitcoin.

MicroStrategy founder Michael Saylor asserts that Bitcoin has won the global narrative war, specifically naming BIP- […]
The article, "Michael Saylor Warns BIP-110 is the Biggest Threat to Bitcoin; Four-Year Cycle is Dead, Institutional Capital is the Real Protagonist," was first published on BlockTempo, the most influential blockchain ABMedia media.

Michael Saylor warns that BIP-110 is the biggest threat to Bitcoin; the four-year cycle is dead, and institutional capital is the real protagonist.

Editor's Note: This article argues that what truly drives oil prices is not just whether the conflict ends, but "when the tipping point will be crossed."

In the nearly four-week-long conflict with Iran, the oil market is experiencing a classic case of "time-based pricing." The release of strategic reserves has delayed the impact but cannot eliminate the supply gap; disruptions to tanker transport and delayed production recovery are causing inventory pressure to accumulate into the future. Once the critical mid-April mark is passed, the price mechanism will shift from "buffered volatility" to "gap-driven repricing."

More importantly, the game structure itself is also changing. The conflict is no longer characterized by "escalation followed by deterioration..."