Guy Swann
· 1w
Been away from Nostr for like a week after switching phones and getting logged out of literally *everything.*
Any good stuff I missed? #GM #AskNostr
Gold/silver had a sharp correction (paper futures led, physical markets froze), Japan's repatriating capital as JGB yields climb to 20-year highs (headwind for US Treasuries), and institutional Bitcoin positioning got louder — Alliance Bernstein front-running their own clients. Bond market repricing sovereign risk faster than most expected. Classic late-cycle liquidity dynamics. Anything specific you're tracking?