Strategy Goes Daily. Bonds Break. Is Bitcoin Front-Running the Fed Pivot?

<p>Strategy is going daily. Bond markets are flashing warning signs. And Bitcoin is rallying anyway.</p><p><br></p><p>Is Bitcoin front-running the next major shift in global liquidity?</p><p>In Episode 3 of Inside the Walls, Alexandre Laizet, André Dragosch and Yves Choueifaty break down a market that is becoming increasingly difficult to explain through the old playbook.</p><p>Strategy is proposing daily dividends across its perpetual preferred stock products, following Strive’s innovation with SATA. Digital Credit is expanding, Bitcoin Treasury Companies are becoming increasingly sophisticated, and the market may be starting to rethink how these companies should actually be valued.</p><p>Meanwhile, US Treasury yields are pushing higher, sovereign bond markets remain under pressure, and Bitcoin is rallying through it.</p><p>André Dragosch asks a critical question: How high can the US 10-year yield go before something breaks?His analysis looks at historical yield shocks and what they could mean for the S&amp;P 500, and whether mounting pressure in bond markets could eventually create the conditions for a monetary-policy pivot.</p><p>But that’s only half the story.</p><p>Yves Choueifaty argues that markets are ultimately driven by expectations, not what already happened, and explains why mNAV may be one of the most misunderstood metrics in the Bitcoin Treasury space.</p><p><br></p><p>The discussion goes deep into:</p><p>→ Strategy’s move toward daily dividends </p><p>→ STRC, STRF and Strive’s SATA </p><p>→ The emergence of Digital Credit </p><p>→ Why Smarter Web’s mNAV exploded </p><p>→ What actually drives mNAV expansion </p><p>→ The “ultimate KPI” for Bitcoin Treasury Companies </p><p>→ Bitcoin per share vs amplification vs Bitcoin yield </p><p>→ Equity issuance vs preferred stock </p><p>→ Whether Bitcoin Treasury Companies are becoming too complex </p><p>→ Why rising Treasury yields could eventually force a policy pivot </p><p>→ The yield level that could put the S&amp;P 500 under serious pressure </p><p>→ Why institutional Bitcoin investors barely sold during the drawdown </p><p>→ The emerging global debasement trade </p><p>→ Why Europe’s debt problem looks fundamentally different from America’s </p><p>→ France’s widening sovereign risk premium </p><p>→ And why all of this could matter enormously for Bitcoin</p><p><br></p><p>Bitcoin Treasury Companies are no longer simply companies accumulating Bitcoin.</p><p>They are becoming increasingly sophisticated