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.

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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

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Ten31 Timestamp: You're Gonna Need a Bigger Buyback

TFTC: A Bitcoin Podcast

Ten31 Timestamp: You're Gonna Need a Bigger Buyback