Ten31 Timestamp: Gilt Trip

<p>Oil flows through the Middle East are back near pre-war levels, but 10 year yields and the MOVE index are telling a different story.</p>

<p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a></p>

<p>In this episode:</p>

<ul>

<li>Why Middle East crude flows are back to pre-war levels while diesel and refined products still lag</li>

<li>What the US and China statement on Iran and Hormuz tolls signals</li>

<li>How the push for a China-free rare earth supply chain is going</li>

<li>Why the MOVE index and French bond spreads are blowing out</li>

<li>How stablecoins and Treasury bills could change what a dollar is</li>

<li>Why Trump's comments on inflation and the debt point toward Bitcoin</li>

</ul>

<p>TIMESTAMPS: </p>