<ul><li>Fed cut 25 bps; panel debates politics creeping into policy and what it means for risk assets</li><li>Trump nominee Stephen Miran and the floated “third mandate” to “moderate long-term rates” seen as soft yield-curve control</li><li>CPI data quality questioned: imputation/estimates are rising while lived costs outpace headline CPI</li><li>Housing at peak unaffordability; searches for mortgage help, rent trouble, and credit-card stress are surging</li><li>Labor mixed: manufacturing jobs slipping; job openings back near 2019 while S&P hovers near ATHs</li><li>Moody’s recession risk ~48%—yet hosts note policymakers rarely tolerate prolonged market drawdowns</li><li>Panel takeaway: despite macro cracks, being long scarce/risk assets (Bitcoin, equities, real estate, gold) generally wins vs. timing downturns</li><li>Boomers’ home-equity windfall vs. younger generations sparks debate on “corrective” policies/UBI and the role of Bitcoin in restoring fairness</li><li>Bitcoin treasury companies: PIPE unlock overhangs (e.g., Sequans, Nakamoto) create churn, but industry likely broadens beyond MSTR</li><li>Cory Klippsten’s “tranching” frame: packaging Bitcoin exposure into debt/equity slices is pulling new capital into BTC and will scale</li></ul>
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at <a href="swan.com/private">swan.com/private</a>. &nbsp;&nbsp;Put Bitcoin into your IRA and own your future. Check out <a href="swan.com/ira">swan.com/ira</a>.Swan Vault makes advanced Bitcoin security simple. Learn more at <a href="swan.com/vault">swan.com/vault</a>.&nbsp;

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