M2tK Consultancy B.V.

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M2tK Consultancy B.V.

M2tK Consultancy B.V.

@M2tK_C

Portfolio Manager Blockchain Technology Strategy | Digital Assets Investment Consultant-Strategist @ M2tK | Chartered Alternative Investment Analyst (CAIA) |

Amsterdam Katılım Kasım 2022
2K Takip Edilen330 Takipçiler
Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Drake mentions Bitcoin in new song. "I'm a $BTC crypto big-timer."
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Solid Intel 📡
Solid Intel 📡@solidintel_x·
INTEL: TRUMP SAYS EXPECTED TO SIGN CLARITY ACT INTO LAW
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zerohedge
zerohedge@zerohedge·
Trump-Xi agenda (per BBG)
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Eric Balchunas
Eric Balchunas@EricBalchunas·
JPMorgan filed for a tokenized money market fund. Big deal bc JPM inching further into crypto and big deal bc fee is pretty low 16bps for a stable NAV (imposs to do in ETF). Cheaper than most money funds altho Vgrd’s is like 11bps. Great scoop from @isabelletanlee
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
The US bond market crisis is intensifying. While everyone is focused on AI and the Iran War, the US bond market is in a complete meltdown. The 30Y Yield is now above 5.00% and the 10Y Yield is nearing the pivotal 4.50% level, which resulted in President Trump's "90-day tariff pause" in April 2025. Long-term yields are now ABOVE levels seen prior to Fed rate cuts in another brutal reminder that the Fed can not contain the long-end of the yield curve. At the current pace, we will likely see US mortgage rates rise back above 7.00% this year. The question then becomes: How much longer can markets (or the US government) ignore the yield crisis? And, who folds first?
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DoopieCash®
DoopieCash®@DoopieCash·
Zijn er nog mensen die iets met altcoins doen...?
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Eleanor Terrett
Eleanor Terrett@EleanorTerrett·
🚨JUST IN: The Senate Banking Committee has released the new 309-page draft of the Clarity Act it’s been working on since January. Committee members now have until close of business tomorrow to file amendments ahead of Thursday’s markup.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump responds to Iran's response to the US' 14-point peace proposal: "I have just read the response from Iran’s so-called 'Representatives.' I don’t like it," he says. Futures open in under 2 hours.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRAN’S 10-POINT MESSAGE ON THE PERSIAN GULF & STRAIT OF HORMUZ 🔹 US military presence is described as the main source of instability. 🔹 American bases are portrayed as unable to secure themselves. 🔹 Iran says the Gulf’s future should be free from US influence. 🔹 Tehran emphasizes a “shared destiny” with Gulf neighbors. 🔹 Foreign powers are declared unwelcome in the Persian Gulf. 🔹 Iran frames its growing influence as part of a new regional order. 🔹 Control of the Strait of Hormuz is presented as key to security. 🔹 Iran says it wants to end “hostile exploitation” of the Strait. 🔹 New rules and management are promised to boost regional prosperity. 🔹 Tehran says the strategy would also benefit the Iranian economy.
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