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Ten31 Timestamp

Ten31 Team

Weekly analysis of bitcoin, energy, AI and macro from Ten31's John Arnold and Marty Bent. Companion to the Ten31 Timestamp podcast on TFTC.

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Substack
PricingOnly free issuesPublishesWeekly
Issues228Founded5 years agoLast Issue12 days ago
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Latest Issues

Spirit of ’63: Ten31 Timestamp 972,923

More traders became Aware of the Situation this week as the rout in the AI complex accelerated, with neoclouds continuing to face credit concerns and investors getting increasingly queasy that AI-pilled Mag7 CEOs may actually be willing to...

12 days ago
4

Partly Cloudy: Ten31 Timestamp 971,869

The ever more frequent We’re Back / It’s Over cycle reached its latest local nadir this week, as the timeline got flooded with a slew of “Black Monday incoming” posts as the S&P crashed to roughly, uh, 2.5% below its all-time high. The culp...

19 days ago
7

Liberty, Equality, Insolvency: Ten31 Timestamp 970,768

The so-called Bond Vigilantes have spent the better part of two decades as the Bigfoot of the fixed income world (plenty of grainy footage, never quite a confirmed sighting), but anyone looking for proof of life this week had to look across...

a month ago
6

Gilt Trip: Ten31 Timestamp 969,730

The bond market beatings will apparently continue until morale improves, though this time the sharpest pain was felt on the other side of the Atlantic. The US 10-year pushed up toward its highest level since roughly the turn of the century,...

a month ago
4

Rate Expectations: Ten31 Timestamp 968,693

The bond market had a terrible, horrible, no good, very bad week, though the culprit in this case looks a bit different than in prior versions of this story. The last time the 10-year Treasury yield was sitting where it closed out this week...

a month ago
3

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