President Trump has 50 "free" hours to contain the bond market by the futures open on Sunday.
If history is any guide, Trump and Bessent will be working overtime on the containment of the bond market this weekend.
If not, things will get very ugly, very fast.

We are ending the week with US oil prices at $101/barrel, the S&P 500 at a 232-day low, and the US 10Y Note Yield at 4.44%.
If the last 14 months have taught us anything, it is that the next 50 hours until the 6 PM ET futures open on Sunday are going to be highly eventful.

The Kobeissi Letter

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Bitcoin at Block – the Bitcoin project of Block , the company founded by Twitter co-founder Jack Dorsey – has just announced the launch of a free Bitcoin Faucet, marking the return of the Bitcoin distribution model...

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..."