About this episode

Mike Alfred discusses the current Bitcoin dip in the context of rising bond yields and inflation fears.

Bond markets are spiraling again, with U.S. 10-year yields back above 4.8%, UK yields at their highest since 2008, and oil near $95 reigniting inflation and Fed hike fears. Bitcoin is getting crushed alongside risk assets as markets now price roughly a 70% chance of a September rate hike. Meanwhile, major banks are teaming up on a new stablecoin, Hyperliquid Strategies expands its equity facility to $2.5 billion, and China’s collapsing credit impulse adds another warning sign for global liquidity. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Scott Melker

Guest: Mike Alfred

Topics covered

• Bitcoin
• inflation
• interest rates
• stablecoin
• global liquidity

Keywords

• Bitcoin
• inflation
• interest rates
• stablecoin
• global liquidity
• U.S. yields
• UK yields
• China

Mentioned in this episode

Organizations: U.S. 10-year yields, UK yields, Hyperliquid Strategies

Places: China

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