The Treasury Signal: Reading the Collapse of the Zero-Sum AI Narrative On-Chain
The options market didn't scream. It shuddered. Three hours after the Treasur...
Treasury related articles
The options market didn't scream. It shuddered. Three hours after the Treasur...
The headline crossed my desk from Crypto Briefing, not Bloomberg. That alone ...
The machines whirred back to life this week, not in a server farm, but in the...
We assume that a five-year Treasury yield trading at 4.39% is a macro story f...
Record inflows into long-duration U.S. Treasury ETFs. One day before the...
On August 20, 2024, a single trade moved $4 billion from short-term to...
The US 20-year Treasury auction just sent a signal that cuts deeper than any...
If the Fed’s overnight reverse repo facility is the money market’s shock...
Hook In the quiet of the bear, we count the coins. But the counting gets hard...
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Market Sentiment
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Improves data availability sampling efficiency
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
92 million ARB released
Circulating supply increases by about 2%
Block reward reduced to 3.125 BTC
Team and early investor shares released
Block reward halving event
Bitcoin Season