Tag: monetary policy

Finance • October 9, 2026

The US 10-Year Yield Just Hit 5.35%. Tech Stocks Have a Problem.

The US 10-year Treasury yield touched 5.35% on October 7, 2026, reaching territory investors had not seen since 2002. It was an extraordinary number for the world’s most important government bond market, but the implications extend well beyond Treasury traders. For investors holding Nvidia, Microsoft, Amazon, growth stocks or Nasdaq ETFs, the problem is not […]

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Crypto Explained • September 8, 2026

What Does Bitcoin Hedge, Exactly?

Bitcoin has spent most of its adult life accumulating narratives. It was electronic cash, then digital gold. It became an inflation hedge, an escape hatch from monetary debasement, a geopolitical safe haven, a liquidity sponge and, depending on the market cycle, the ultimate risk-on asset. The problem is obvious: an asset cannot be judged as […]

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Crypto • August 25, 2026

Bitcoin Just Did Something Crypto Investors Have Been Waiting For

Bitcoin just delivered the kind of week that believers in the Bitcoin digital gold thesis have been waiting years to see. The headline number was spectacular enough: Bitcoin gained roughly 23% over the week, climbing back above $77,000. But the percentage gain was not the most interesting part of the move. The real story was […]

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