BREAKING: US Federal Housing Finance Agency orders Fannie Mae and Freddie Mac to count Bitcoin & crypto as an asset when assessing mortgage eligibility.
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So basically "the more Bitcoin they buy, the weaker their capital becomes.” If Strategy held U.S. Treasuries, S&P would call it “high-quality capital.” But if Strategy holds bitcoin, they mark it as negative equity. Incredible Source: @AdamBLiv
Over the weekend, Chinese and U.S. economic officials reached a framework deal set for final approval by President Donald Trump and President Xi Jinping — and it’s a big one. Here’s what’s on the table 👇 ✅ Pause on steeper U.S. tariffs that were set to hit Chinese imports. ✅ China delays its rare earth export controls for a year while it reconsiders policy. ✅ U.S. soybean sales to China resume — a major win for American farmers. U.S. Treasury Secretary Scott Bessent said the talks — held on the sidelines of the ASEAN Summit in Kuala Lumpur — effectively defused the threat of Trump’s 100% tariffs slated for November 1. This could mark a critical de-escalation in one of the world’s most consequential trade tensions. 🌏 📊 If finalized, this deal could reshape global supply chains, stabilize markets, and give both sides breathing room to rebuild trust.
The Trump–Bessent supply-side mix, tariff revenues, and AI-driven growth are reshaping the bond market story. 💵 Tariffs are turning out to be less inflationary than initially feared (at least for now) and deficit-friendly. 💰 Stablecoins now hold $180B+ in Treasuries, quietly anchoring the short end of the curve. 🚀 The U.S. productivity boom powered by AI is leaving others behind — while Europe unravels fiscally, Britain wrestles with debt, and China sinks deeper into deflation. As global credit stress rises, U.S. bonds are the safe haven again. The curve’s bull flattening isn’t a warning — it’s (almost) a vote of confidence. The U.S. is once again the "least worst" house in a bad neighborhood of indebted peers. Source: Bloomberg, James E. Thorne @DrJStrategy