According to @KobeissiLetter, the 10-year note yield dropped below 4% for the first time since October 2024 as markets anticipate increased recession risks. This movement in yields suggests investors are shifting towards safer assets, which could impact cryptocurrency markets by potentially reducing risk appetite.

According to @KobeissiLetter, gold prices are surging, with the market cap poised to exceed a record $20 trillion. This surge comes as the S&P 500 has lost over $5 trillion in value. Over the past 12 months, gold's returns have more than quadrupled those of the S&P 500, indicating a significant shift in investor sentiment towards safer assets.

According to Michaël van de Poppe (@CryptoMichNL), he's holding his portfolio while hedging on the way up and rotating towards safer assets. His day trading strategy focuses on volatility, which he reports is performing tremendously.