105: Yield Panic

105: Yield Panic

From This Week in Bitcoin by Chris Fisher

May 20, 2026 · 1h 3m · Episode 105

About this episode

The episode discusses the implications of rising bond yields and their connection to Bitcoin and stablecoins, along with updates on the CLARITY Act and AI in mining.

Bond yields are flashing warning signs, and the policy machine is already looking for ways to keep the Treasury market fed. How the Clarity Act, stablecoins, and the next wave of Bitcoin demand connect. Plus, a quick BIP-110 update and why major miners are pivoting to AI. Episode Links 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling Show Notes This Bond Selloff Isn't Over Just Yet Arthur Hayes: The Fed will fund the government Sen. Moreno: I paid taxes with Bitcoin in 2016 Senate Banking Committee passes the CLARITY Act, 15-9 CLARITY Act Clears Senate Banking: What Comes Next? The Facts: The CLARITY Act Warren Statement on No Trump Ethics Provision in Crypto Bill Elizabeth Warren says new crypto legislation will “turbocharge” corruption Lummis-Gillibrand 2023 Bill PDF US Senators Introduce Comprehensive Stablecoin Bill Sen. Cynthia Lummis: Nobody is popping champagne on CLARITY yet Claude recovered Bitcoin worth about $397K 60 Minutes: Insider…

People in this episode

Host: Chris Fisher

Topics covered

  • bond yields
  • Treasury market
  • CLARITY Act
  • stablecoins
  • Bitcoin demand
  • AI in mining

Keywords

  • bond yields
  • Treasury market
  • CLARITY Act
  • stablecoins
  • Bitcoin
  • AI mining
  • inflation
  • crypto trading

Sponsors

River, The Bitcoin Well, The Bitcoin Company, Fold Card, SALT Lending

Mentioned in this episode

Organizations: Morgan Stanley, E*TRADE

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