1. EachPod

Rate Cuts Imminent, Yields Rising, Bitcoin Ready

Author
Matt Gillette, Jason Bassett, Brady Swenson, John Haar
Published
Fri 05 Sep 2025
Episode Link
https://swansignalpodcast.com/episodes/rate-cuts-imminent-yields-rising-bitcoin-ready-WP17rzZc

 

Global long-yield rise vs. easing cycles; fiscal dominance and debt saturation

Fed cuts likely in September; inflation still >2%

Gold performance and the “trust migration” from fiat assets

Harvard endowment signal; Treasury long-bond buybacks funded by bills

Dalio’s “debt-induced heart attack” timeline

Bitcoin seasonality and volatility compression; SOV → MoE arc

Corporate BTC treasuries surpass 1M BTC; possible MSTR S&P 500 inclusion

ARC + Lightning progress; Bitcoin culture (“Killing Satoshi”)

 


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