Ten31 Timestamp: You're Gonna Need a Bigger Buyback

The Treasury just signaled it will do whatever it takes to hold the long end together, and Bitcoin ripped toward $80,000 about 45 minutes after the headline hit. 🔗 https://bitcoinproducts.com In this episode: Why doubling buybacks from $2 billion to $4 billion moved markets this much How the TGA could become the Treasury's next source of firepower Investment funds replacing the Fed as the marginal buyer of long end treasuries The US escorting oil out of the Strait of Hormuz under cover of darkness Why the Canada, Mexico and South Korea headlines are all really about China Private credit cockroaches surfacing in the Lakers and Dodgers ownership mess TIMESTAMPS: 00:00:00 - Bitcoin charging toward $80,000 00:01:06 - Bull trap or breakout after months of coiling 00:02:45 - Treasury doubles bond buybacks to $4 billion per operation 00:06:17 - The TGA reportedly on the table to fund buybacks 00:08:42 - A whatever it takes moment with stocks near all time highs 00:11:06 - Who actually buys long end treasuries now 00:12:37 - Underwater bonds and freeing up balance sheet capacity 00:15:34 - Iran, the SPR at 1982 levels and crude stockpiles 00:16:59 - Sneaking oil out of the Strait of Hormuz after dark 00:17:58 - South Korea, Mexico and Canada trade headlines point to China 00:21:46 - Mark Walter, the Lakers sale and private credit's cockroach problem 00:23:28 - How a credit daisy chain could blow up the whole strategy 00:25:45 - World Liberty gets conditional charter approval from the OCC 00:27:38 - Stablecoins and a dollar system that looks pre-1913 00:28:40 - Trump defers on buying significantly more Bitcoin SUBSCRIBE › Newsletter (free): https://tftc.io/bitcoin-brief/ › YouTube: https://youtube.com/@TFTC?sub_confirmation=1 FOLLOW US › X: https://x.com/tftc21 › Nostr: https://primal.net/tftc FOLLOW MARTY › X: https://x.com/MartyBent › Timestamp: https://www.ten31timestamp.com/ › John Arnold: https://x.com/JohnArnoldTen31 › Ten31: https://ten31.xyz TFTC #MartyBent #Treasury #Stablecoins #PrivateCredit