How stablecoins buy US Treasury bills, explained by a macro desk: how 1:1 reserve rules and the GENIUS Act turn dollar stablecoins into structural buyers of short-dated Treasuries, why it matters for front-end rates, and the redemption risk to watch.
Institutional Bitcoin (BTC/USD) hub from the KenMacro desk: named levels, real-yields and ETF-flow drivers, daily technical analysis archive, and the Macro Mastery desk.
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