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USBOND is live. 10x leverage. 24/7/365. Long-duration U.S. treasury bonds are now onchain. USBOND follows the new funding rate changes announced yesterday, with annualized base funding rate set to 5%. USBOND:

184,082 просмотров • 7 месяцев назад •via X (Twitter)

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🚨 TOMORROW WILL BE THE WORST DAY OF 2026 FOR MARKETS!! You MUST read this before August 24. Japan is dumping $5.5 TRILLION in U.S. Treasuries. China is dumping $650 BILLION in U.S. Treasuries. The U.S. just admitted the economy is collapsing and DOUBLED buybacks to cover the damage. If you own any assets today, you MUST know this: Japan and China are forcing capital back into their countries. And the biggest carry trade in history is now starting to unwind. This is NOT normal. For decades, Japan kept interest rates near zero. That turned the yen into the world's cheapest funding currency. Investors borrowed trillions of yen. Then they poured that money into U.S. Treasuries, stocks, real estate, crypto, and markets around the world. That trade is now breaking apart. Japan is facing soaring government debt. A rapidly aging population. Massive pension obligations. And years of pressure from a weak yen. Now policymakers want that capital back home. And now China is adding another layer of pressure to the U.S. Treasury market. China has been steadily reducing its holdings of U.S. Treasuries. Chinese Treasury holdings just fell to $633 BILLION, the lowest level since 2008. At the same time, China continues to build its gold reserves. → U.S. Treasuries get reduced → Gold holdings increase → Demand for U.S. debt weakens → Pressure on Treasury yields increases Japan and China were both among the major sources of the latest decline in foreign Treasury holdings. And when two of the world's biggest holders reduce their exposure at the same time... Someone else has to absorb that supply. That means higher yields are required to attract buyers. And U.S. bond yields are already surging. The 30-year Treasury yield recently pushed above 5.3%, reaching levels not seen since 2007. The U.S. Treasury is now forced to buy back its own debt because no one else wants it. Read that again. This is the part most people are missing. Japan is pulling capital toward Japan. China is reducing Treasury exposure and increasing its strategic gold position. → Foreign Treasury demand weakens → Treasury prices fall → U.S. bond yields rise → Borrowing costs increase → Liquidity tightens This creates another feedback loop. Higher U.S. yields increase the cost of financing the enormous U.S. government debt load. Higher Japanese yields make Japanese assets more attractive. And China's continued diversification adds another structural source of pressure to the Treasury market. Pay attention. Most people won't understand why markets are collapsing until it's already happening. I’ve studied markets for over 12 years and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.

0xNobler

658,189 просмотров • 23 дней назад

🚨 WARNING: SOMETHING TERRIBLE WILL HAPPEN ON MONDAY!! The U.S. just hit the panic button. The odds of a Fed rate hike in September have jumped to 70%. U.S. Treasury is launching a $1 TRILLION buyback program to prevent a market crash. 99% of people will lose everything next week. And it won't be “just another dip.” Stocks will crash. Metals will dump. Bitcoin will collapse even harder. Insiders already know what's coming. They are not “buying the dip.” They are raising cash, cutting risk, and positioning for a catastrophic market event. Meanwhile, alarm bells are ringing across the global financial system. China is dumping U.S. Treasuries at an alarming rate, with holdings dropping to the lowest levels since 2008. Japan's bond market volatility has forced the BOJ back into QE, but it's not enough to stem the tide. The odds of a Fed rate hike in September have jumped to 70%. In response, the U.S. Treasury is launching a $1 TRILLION buyback program to prevent a market crash. Kevin Warsh already sounds hawkish at the Jackson Hole conference. This means interest rates will stay higher for longer. And global liquidity is disappearing fast: → Japanese bond yields are surging → Foreign demand for U.S. Treasuries is weakening → Global bond markets are under heavy pressure → Volatility is spreading across asset classes → Liquidity is tightening worldwide It's already spiraling out of control. When this accelerates, there will be no time left to react. Risk assets won't “dip.” They will DUMP HARD. This is exactly how chain reactions begin. Because once markets start pricing prolonged instability, the entire framework changes. I have spent 10+ tracking macro and systemic market reactions like this. I will share my next move here publicly. Follow and turn notifications on. Because by the time it reaches the headlines, it will be too late.

0xNobler

328,658 просмотров • 17 дней назад

🚨 THE U.S. TREASURY JUST HANDCUFFED THE FED TO JAPAN: ONE HIKE AND THE TREASURY TRADE UNWINDS America’s biggest foreign creditor just became the FED’s problem. The Federal Reserve almost certainly cannot raise rates at the Sept 15–16 meeting. Treasury Secretary Scott Bessent has boxed the new chair in with two coordinated market operations that only work if the Fed stays on hold. First: Bessent is buying long-term Treasuries to cap long-end yields. The United States is already sitting on roughly $40 trillion of debt and does not have spare cash for that program. So Treasury funds the buybacks by issuing more short-term bills. If the Fed hikes, those new bills immediately reprice higher. The government would be paying a steeper rate on fresh short-term paper just to finance the long-bond purchases that were supposed to keep debt-service costs contained. That loop only holds if policy rates stay put. Second: Japan is the largest foreign holder of U.S. Treasuries, about $1.1 trillion. Japanese domestic yields have been rising, making JGBs more competitive with Treasuries. A disorderly yen slide raises the risk that Tokyo sells U.S. paper to defend its currency or reallocate. Bessent used Exchange Stabilization Fund euros to buy yen in a rare joint intervention with Japan… not to be generous, but to reduce the odds Japan dumps Treasuries and drives U.S. long yields higher. The calendar is the detonator. The Fed meets Sept 15–16. The Bank of Japan meets Sept 17–18. Bessent just met BOJ Governor Ueda and pressed for “decisive” monetary steps to correct yen undervaluation. If the Fed hikes two days before Japan’s meeting, the BOJ is under pressure to follow or the yen weakens again and the intervention is wasted. If both hike, the rate differential that Bessent tried to stabilize collapses, carry positions unwind, and the incentive for Japan to hold Treasuries deteriorates. That is the bind. Bessent’s long-bond buybacks require cheap short-term funding. His yen operation requires Japan not to sell Treasuries and not to be forced into a catch-up hike. A Fed increase in the next two weeks threatens both legs at once. The Fed’s next decision is no longer just a domestic inflation call. It is whether Bessent’s Treasury-Japan construction holds or whether the world’s two largest government-bond markets start pulling against each other.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ IF THE FED HIKES BEFORE JAPAN, BESSENT’S ENTIRE BOND STRATEGY COLLAPSES

Stern Drew

117,958 просмотров • 13 дней назад

🚨 THE TIME HAS COME! 🚨 The Fortunafi Tokenized Asset Protocol (TAP) App is officially LIVE on Canto! 😱 U.S. and non-U.S. users who completed KYC can now access tokenized U.S. treasury bills via the TAP app. 👇 So, What’s In It? 🤔 Underlying investments may include (i) direct purchases of U.S. Treasury Bills that have a remaining maturity under 12 months or (ii) investments in ETFs that invest in short-term U.S. Treasury Bills, including BIL, SGOV, and SHV. U.S. & Non-U.S. Support 🌐 Depending on where users are domiciled and KYC’d, our smart contract code will issue a token to U.S. investors known as $fBILL. Non-U.S. users will mint an equivalent version of the $fBILL token, $ifBILL. Mint & Redeem 🛠️ Users can request to mint and/or redeem 24/7, and orders will be processed during U.S. market hours. Our offering means that market participants no longer need to wait several business days to manage their exposure to U.S. t-bills. Furthermore, crypto natives can now access yields that far exceed the lending rate offered on some of the most popular DeFi protocols, such as Aave and Compound, for less risk. Both $fBILL and $ifBILL can be minted with $USDC. Supported Networks 👨‍💻 $fBILL and $ifBILL is currently accessible on Canto, a premiere permissionless general-purpose blockchain running the Ethereum Virtual Machine (EVM). Resources 🖥️ • Get Started Today👇 Note: If you encounter any issues, please email a reference ID to [email protected] and [email protected] • Fortunafi's GitBook • Fortunafi's Website 👇

Fortunafi

41,461 просмотров • 2 лет назад

🚨 JAPAN JUST HIT THE PANIC BUTTON AGAIN The Reverse Carry Trade is closing in and Bond and Housing Crisis is Next. Tokyo just ran another yen defense. Officials are being pushed to dump dollars for yen instead of dumping the $1.1 trillion pile of U.S. Treasuries they sit on. Scott Bessent already sold euros to buy yen, then warned that the Fed needs to upsize the FIMA repo facility to Japan — or watch official selling hit the U.S. bond market. This is can-kicking. Use reserves and dollar sales to prop the yen so Japan does not have to dump Treasuries into a market where long yields are already elevated. August reserve data just showed foreign securities holdings falling about $88 billion, roughly the size of the latest intervention bill. That workaround is shrinking. When it runs out, forced Treasury sales become the remaining option and yields do not need a panic to keep grinding higher. What happens if Japan indeed sells their U.S. Treasury Holdings? The U.S. bond market is already in such a condition that Scott Bessent announced doubling of Bond Buybacks and even use General Treasury Account to fund it. If Japan’s selling wave arrives, mortgage rates follow Treasury yields. Housing already chokes when long rates jump. Liquidity thins in the world’s benchmark bond market, carry trades unwind, risk assets get margin-called, and a U.S. funding shock can export a global slowdown. Japan is the largest foreign Treasury holder. That is why Washington joined the yen rescue: not charity, to delay a fire sale. Delay is not a solution.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ This was exactly warned by BoJ’s Yuto 🇯🇵 after Washington’s intervention: The suffering that will result from this will be amplified tenfold. We’re about to watch that happen in real time.

Stern Drew

209,508 просмотров • 8 дней назад