BarnBridgeの‌価格BOND

Bitcoin (BTC) could surge to $1 million by 2028, not due to exchange-traded fund (ETF) inflows or institutional adoption, but because of looming capital controls in the United States. That’s the prediction from former BitMEX CEO Arthur Hayes, who argues that the U.S. will impose financial restrictions on foreign investors, triggering a flight from traditional assets into BTC and gold. It isn’t the first time Hayes has pinned a million-dollar price tag on BTC. Earlier in the month, he declared the asset would hit seven figures due to a combination of Treasury buybacks , bond market panic, and so-called “monetary detonation” pushing institutions to Bitcoin. However, the Maelstrom CIO’s new thesis, outlined in his latest Substack essay , introduced a new angle: a radical policy shift that would see the Trump administration switch from tariffs to taxing foreign holdings of stocks, bonds, and real estate to rebalance trade deficits. According to the crypto analyst, the result will be a seismic capital rotation into assets like Bitcoin. “Foreign capital repatriation and the devaluation of the gargantuan stock of US treasuries will be the two catalysts that will power Bitcoin to $1 million sometime between now and 2028.” He contends that tariffs, which the U.S. initially tried using to reshore manufacturing, are politically unsustainable. In his opinion, higher consumer prices and supply chain disruptions will likely alienate voters, meaning policymakers must find alternatives. Hayes argued that capital controls offer a stealthier solution. A hypothetical 2% tax on foreign-owned U.S. assets could generate as much as $600 billion, which, in his estimation, would be enough to eliminate income taxes for the “bottom 90%” of American earners. The BitMEX founder warned, however, that the move would destabilize the $33 trillion foreign-held U.S. debt and equity market. Reiterating an enduring theme in many of his previous predictions , Hayes stated that as capital flees, the Federal Reserve would be forced to restart quantitative easing (QE) to suppress bond yields and prop up asset prices. “Foreigners will be permitted to own most U.S. financial assets, but their value will be continuously taxed,” he wrote.” According to him, this policy could lead to one of three outcomes: foreigners continuing to generate surpluses from selling goods to the United States while facing taxation on their earnings, reducing exports to the country to avoid taxes, or shifting their investments into stateless assets like gold or Bitcoin. Hayes pointed out that, unlike gold, which relies on custodial intermediaries, the number one cryptocurrency’s digital bearer asset nature allows frictionless cross-border movement, which could be a critical feature in a world of financial balkanization. Meanwhile, Bitcoin is trading around $102,000 today, having posted a modest 1.4% drop in 24 hours. Still, the current price represents a 3.2% uptick over the past seven days and a nearly 20% surge across the last month.

Brazil’s central bank proposes strict regulation of stablecoin transfers Brazilian government officials are considering issuing the country's first sovereign bond denominated in yuan, according to multiple Brazilian government sources familiar with the plans. The move is still under consideration and no final decision has been made. The potential plan to issue sovereign bonds denominated in yuan would be a notable development in Brazil's financial strategy. Meanwhile, as part of a new cryptocurrency regulatory framework, the Central Bank of Brazil has proposed strict regulation of stablecoin transfers. These proposed rules include restrictions on sending stablecoins to wallets controlled by non-Brazilian entities, reflecting the country's tightening stance on domestic cryptocurrency trading. (Defiant)

Buffett on leaving the CEO post: Time is gone, but he is still sharp in the face of market panic In an interview with the Wall Street Journal, Berkshire Hathaway Chairman and CEO Buffett said: "For some reason, I didn't really start to feel old until I was about 90 years old, but once I start to get older, the change is irreversible." It is reported that Buffett has begun to occasionally lose balance and sometimes has difficulty remembering other people's names. "True talent is very rare, rare in business, rare in capital allocation, and rare in almost all human activities," Buffett said. "To be honest, it would be unfair not to put Abel in this position (CEO), and the longer Berkshire benefits from Abel, the better." Buffett praised Abel as both a manager and a deal maker: "The difference between his energy level and the amount of work he completes in a 10-hour workday and my performance is becoming more and more obvious. He is more efficient in completing tasks, managing adjustments, helping people in need, etc." Buffett admitted that age has weakened some of his abilities, but he said he still has perhaps the most precious and rarest gift as an investor: "I have no difficulty making decisions, whether it is something I made 20 years ago, 40 years ago or 60 years ago. If there is a panic in the market, I can still be useful because I will not be afraid when prices fall or when others are panicking. It really has nothing to do with age." Recently, Berkshire's huge cash and Treasury bond reserves have continued to increase, attracting attention from the outside world, and people are wondering where the company will make transactions next. “Abel will have ideas about where the money should be invested,” Buffett said.

Been saying this for months - it’s all about financial conditions Do you guys think i study the bond market because its fun 😂

Chainlink Launches Bank Payment Channels to Tokenized Asset Market with JPMorgan’s Kinexys and Ondo Finance Chainlink, JPMorgan Chase’s blockchain business Kinexys, and Ondo Finance, a real-world asset tokenization platform, jointly announced today the successful completion of a cross-chain DvP (deposit-versus-payment) test transaction. In this transaction, the Kinexys digital payment network provided a permissioned blockchain network to deposit accounts used for payment settlement; Ondo Blockchain provided a next-generation L1 blockchain specifically built for scaling real-world asset tokenization and its flagship product, the Tokenized U.S. Treasury Bond Fund (OUSG). The DvP solution coordinated asset and payment movements and was supported end-to-end by the Chainlink Runtime Environment (CRE).