ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch
ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch
Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. Ryan and Haseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stocks push, Ethena’s token reset, and whether AI is starting to consume the world’s capital. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑 BITKEY | GET 10%
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收錄於 888news Podcast 智庫專區，包含精華摘要與上市公司即時行情
比特幣可能正進入新週期，正值財政部開始對上升的收益率作出回應。Ryan 與 Haseeb 將拆解 Bessent Put、貶值交易的回歸、Coinbase 的代幣化股票推動、Ethena 的代幣重置，以及 AI 是否開始消耗全球資本。 --- 📣SPOTIFY PREMIUM RSS FEED | 使用程式碼: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | 私密交易，返還 20% https://bankless.cc/near-pod 🔑 BITKEY | 享 10% 折扣 使用程式碼: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 📊 BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS CONTENT MCP https://www.bankless.com/premium --- 時間戳與資源 0:00 簡介 0:31 Crypto Energy Shift & Bitcoin’s New Cycle https://x.com/hosseeb/status/2091945147357675623 https://www.theblock.co/news/markets/2026-08-23-bitcoin-record-weekly-dollar-gain-412547 5:55 The Bessent Put https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html https://x.com/DeItaone/status/2091852135675658265 https://x.com/CGasparino/status/2091918792146247833 14:11 Druckenmiller vs. Bessent https://x.com/NickTimiraos/status/2092023686148817227 23:31 Debasement Trade Returns https://www.cnbc.com/2026/08/26/debasement-trade-to-take-bitcoin-to-300000-in-2029-bernstein-says-.html https://x.com/TimmerFidelity/status/2092991527127789913 https://x.com/fundstrat/status/2091895628003528804 30:03 Coinbase Tokenized Stocks https://x.com/base/status/2091918696620896485 41:14 Ethena’s Token Reset https://x.com/EthenaFndtn/status/2092976592738001383 https://x.com/hosseeb/status/2090828427574268023 53:59 AI Capital Hunger https://x.com/RaoulGMI/status/2092704327227867585 --- 非財務或稅務建議。請參閱我們的投資披露： https://www.bankless.com/disclosures