25 Oct 2023
Equities tend to sell off with bonds when interest rates rise beyond 5%
Source: GS, TME (European equities in this case)
25 Oct 2023
CTAs are running equity shorts, global as well as US
Source: TME, GS
25 Oct 2023
We have not seen NASDAQ move lower with $BTC exploding to the upside in a long time
Source: TME, Refinitiv
25 Oct 2023
Destiny
Source: Unleash Your Mind
25 Oct 2023
Bitcoin Returns since 2010... $BTC
Source: Charlie Bilello
25 Oct 2023
Discipline
Source: Deep Psychology
25 Oct 2023
Blockchain data shows a record 76% of bitcoin is owned by ‘long-term hodlers’ who have not moved their coins in +155 days
Source: Documenting Bitcoin, Ark Invest, Glassnode
25 Oct 2023
This chart illustrates another factor contributing to the increase in US bond yields:
Concerns about the govt's ability to manage its debt responsibly. The price of insuring against the possibility of the US government defaulting on its obligations (CDS Price) has recently jumped Source: HolgerZ, Bloomberg
