Nostr notes by steven

There is a lot of talk about volcano bonds again recently. Who ...

2023-04-02T20:07:23Z

There is a lot of talk about volcano bonds again recently.

Who doesn't want to pay $100 and receive a fixed amount of BTC every year for X years + receive todays BTC back after X years at tomorrow's value?

The issue is the other side of that trade...
If a country borrowed 1 BTC today to cover $30k with of costs, but was required to pay .05 BTC every year for 10 years, then required to pay back the 1 BTC.
If BTC goes higher in dollar terms, it would bankrupt a country...

I expect Fed to raise to at least 5.5% before a pause, with no ...

2023-02-20T01:55:06Z

In reply to nevent1q…q3al
_________________________

I expect Fed to raise to at least 5.5% before a pause, with no reverse course this year. Inflation will remain elevated

Smart money sells treasuries like this if expectation that yields ...

2023-02-20T01:48:55Z

In reply to nevent1q…w8zq
_________________________

Smart money sells treasuries like this if expectation that yields are going much higher. Right now risk markets expect Fed to slow down then pivot this year.
Bonds tell a different story.
Sell ahead of rising yields, buy back when Fed is done.

GM Stay Humble and Stack Sats

2023-02-19T15:52:05Z

GM
Stay Humble and Stack Sats