While US and Chinese leaders exchanged niceties in Beijing, bond markets were selling off hard. Thirty-year Treasury yields hit their highest level since 2007, inflation prints came in hot, and the Strait of Hormuz started looking like a live test of Bitcoin as money for enemies.

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In this episode:

US-China summit theater and what was actually accomplished

Global bond yields hitting highs not seen since 2007

Hot CPI and PPI prints versus the AI productivity narrative

Treasury repo "dirty tricks" and lending against its own debt

Strait of Hormuz fallout: motor oil, sulfur, fertilizer, and helium

Iran's IRGC demanding Bitcoin for passage insurance

TIMESTAMPS:

00:00:00 - US-China summit and CEO theater

00:01:06 - Beijing's holding pattern

00:02:11 - Bond markets send the real signal

00:04:18 - Hot inflation prints and Fed fears

00:05:55 - AI productivity or transitory 2.0?

00:07:26 - 1999 Cisco chart echoes

00:09:00 - Hormuz physical supply shocks

00:11:06 - US debt math and sovereign spiral

00:13:09 - Treasury repo market creativity

00:16:26 - Japan hyperinflation warnings

00:17:13 - China refinery cuts: who blinks first

00:18:44 - Iran's Bitcoin-only Hormuz insurance

00:21:21 - Bitcoin as money for enemies

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