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2026-03-25 09:01:17 UTC

CITADELWIRE on Nostr: 2026-03-25 09:00 UTC | BLOCK 942128 BITCOIN $71,233 | GOLD $4,552 1. Weak 2-year ...

2026-03-25 09:00 UTC | BLOCK 942128

BITCOIN $71,233 | GOLD $4,552

1. Weak 2-year auction confirms bond market broken
-- Investopedia: 10-year yield surged to 4.39% after soft demand at first war-era short-dated sale with 40% hike odds.
-- Nine-firm credit contagion from Goldman to Apollo meets structural haven failure; Treasuries no longer function as crisis hedge at BTC $71,233.

2. Oil rebounds $3 from war-era low, reserves failing
-- WTI climbed from $87.68 to $90.98 despite 400M-barrel coordinated release and Hormuz bombardment campaign.
-- Record intervention cannot hold prices below $90; Iran ultimatum expires ~March 28 with power grid strikes threatened at oil $90.98.

3. BlackRock confirms rate cuts dead, hikes now priced
-- Weekly note: expectations for 2026 US cuts "evaporated," multiple hikes priced in UK and Europe as war-driven inflation entrenches.
-- Coordinated global tightening into ten-nation war is maximum liquidity vise; BTC $71,233 sole major asset retaining war gains since Feb 28.

4. CLARITY Act signing eyed for April 3
-- First comprehensive US digital asset framework clears legislative gridlock; SEC/CFTC joint commodity classification from March 17 sets foundation.
-- Structural regulatory catalyst arriving during miner capitulation at $88K production cost versus $71,233 spot.