In this global macro update, Nik covers the Treasury market selloff and its impact on global markets. With U.S. Treasury yields hitting new highs, driven by fiscal concerns, strong economic data, and political uncertainty, Nik explains what this means for Bitcoin, risk assets, and the broader economy. He also discusses key levels in the bond market, S&P 500, Bitcoin, gold, and the dollar, while examining the role of fiscal deficits and Fed policy. As Trump’s return to the White House looms, Nik highlights the risks to watch in the months ahead.

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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

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