Bitcoin Magazine

StoneX Global Macro Director: French Bond Market Contagion & BTC Market Outlook | Vincent Deluard

Treasury yields, oil prices and the yen carry trade are all reaching a breaking point, and Vincent Deluard warns that equities could be next. The StoneX strategist argues that markets will hold up through the midterms and the Anthropic IPO, but that AI capex can’t keep doubling forever. After November, he plans to turn bearish on stocks while staying bullish on Bitcoin and gold.

Chapters:
00:00 Why Rising Treasury Yields Point to Long-Term Dollar Debasement
02:01 Can AI and Robotics Grow the US Out of Its Debt Problem?
03:48 Bitcoin vs. Gold: Which Is the Better Debasement Hedge?
05:36 What Daily Tax Collection Data Reveals About the US Economy
09:34 Inside France’s Bond Market Crisis and Its Debt Problem
12:21 Eurozone Contagion Risk and the Case for Shorting the Euro
15:02 Yen, Oil and Treasury Yields: Three Signals at a Breaking Point
17:15 Top-Heavy Stocks, the Anthropic IPO and a Post-Midterm Sell-Off
19:52 The Return of QE and Why It’s Bullish for Bitcoin and Gold
21:27 Bitcoin Price Outlook for the Next Two Years

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

This post StoneX Global Macro Director: French Bond Market Contagion & BTC Market Outlook | Vincent Deluard first appeared on Bitcoin Magazine and is written by Patrick Green.

Bitcoin Magazine

StoneX’s Mark Palmer: $435 MSTR Price Target Explained – DAT Consolidation Outlook

Strategy just spent six times more buying back Stretch than buying Bitcoin. Is that the right move for MSTR shareholders? StoneX Senior Equity Research Analyst Mark Palmer explains why STRC is foundational to Strategy’s fundraising, and how the $4.9B USD Reserve is pushing the preferred stock back toward par. He also explains why Strategy won’t simply raise the dividend rate.

Chapters:
00:00 StoneX Analyst Mark Palmer on Strategy (MSTR)
00:12 Stretch Buybacks vs. Buying Bitcoin: $176M vs. $29M
01:00 The $4.9B USD Reserve and Stretch’s Path Back to Par
01:56 Why Strategy Won’t Raise the Stretch Dividend Rate
04:17 Daily Dividends and Ex-Dividend Date Volatility
06:53 June’s Stretch Sell-Off and Institutional Investors
07:21 Where Bitcoin Treasury Balance Sheet Stress Shows Up First
09:21 Perpetual Preferreds vs. Convertible Notes: Strive’s Approach
11:54 USD Cash, Convert Paydowns, and Metaplanet’s U.S. Push
13:09 Why StoneX Cut Its MSTR Price Target to $435

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

This post StoneX’s Mark Palmer: $435 MSTR Price Target Explained – DAT Consolidation Outlook first appeared on Bitcoin Magazine and is written by Patrick Green.