Today’s trading is concentrated on a dual‑track macro‑crypto strategy. First, I placed a small long in 10‑year U.S. Treasuries ahead of a sizable $11 trillion refinancing wave due over the next 12 months
. With interest rates steady at 4.25–4.5% and inflation cooling, bond yields are attractive even as the Fed holds policy steady . On the crypto front, I’m layering into Bitcoin ($BTC) around the $106k mark, given continued ETF inflows (about $1.3 b through mid‑June)
and signs of institutional accumulation
. I’m also monitoring futures: the futures premium has narrowed, suggesting caution—great for scaling in on dips . Strategy: hedge macro with bonds, tactically build a crypto position while staying alert to yield curve shifts and seasonal consolidation