When do oil prices force a ceasefire? Why is crypto holding firm while equities crack? And does Canton or Ethereum win the institutional race?
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Bond market tightening has become the invisible hand constraining every policy decision, from Iran talks to stimulus spending. 
With Brent crude at $107 and the 10-year yield climbing, asset prices face a cascade of headwinds: inflationary supply shocks, tightening financial conditions, and no clear off-ramp for a conflict that the IRGC shows no appetite to negotiate. 
Yet within crypto, a sharper debate is emerging: does institutional adoption demand Canton’s permissioned structure, or can Ethereum survive with real-world assets on a permissionless layer? 
Austin, Ram, and Chris dig into the structural fault lines that the macro backdrop is now exposing, and why market-timing in a conflict where you don’t know who the endgame negotiator is may be the wrong frame entirely.

Hosts:
<ul>
 <li>
<a href="https://x.com/austincampbell">⁠⁠⁠Austin Campbell⁠⁠⁠</a>, Host of Bits + Bips, Zero Knowledge Consulting
</li>
 <li>
<a href="https://x.com/ramahluwalia">⁠⁠⁠Ram Ahluwalia⁠⁠⁠</a>, Co-Host, CEO of Lumida
</li>
 <li>
<a href="https://x.com/perkinscr97">⁠⁠⁠Chris Perkins⁠⁠⁠</a>, Co-Host, President of CoinFund
</li>
</ul> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

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