Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe discusses the rapid yield spike, yield curve uninversion, and why the market believes the Fed will cut rates sooner rather than later.

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Chapters:

00:00:00 - Economic Contraction and Yield Curve Inversion

00:01:37 - The Uninverting Yield Curve

00:03:10 - The Importance of Financial Plumbing in the Economy

00:04:39 - Duration and Interest Rate Risk

00:07:39 - Banks and the Borrowing Model

00:09:02 - Banks Selling Assets and Seeking Bailouts

00:10:31 - Financial Instability and Rate Cuts

00:11:59 - Real-Time Updates on Global Markets

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