T Bills
topic on 4 shows · 5 statements across 5 episodes
My First Million
No Priors
Capital Allocators
All-In
5 statements about T Bills, every show
Allaire: USDC T-bill reserve portfolio has an average duration of around 13 days
“The average duration tends to be of, like, the, of the T-bills and that portfolio tends to be around, like, 13 days, so it's super, super liquid, and kind of, it sort of allows it to be treated as, like, a cash instrument.”
Bessent: GENIUS legislation could drive trillions in U.S. T-bill demand
“We expect that the Chinese will slowly divest, but the, with the passage of the genius legislation last week, I think that we could see several trillion dollars of demand for T-bills, because the way the legislation works, it, it's under 90 days.”
Wilkinson: Portfolio company generates $500K profit investing gift card float in T-bills
“One had a bunch of customer gift card deposits and they were like, Oh shit, we can invest these in T-bills and make five percent makes 500 grand a year of just pure profit.”
Van Vleet: Rising Real Rates Break Crypto As T-Bills Yield 4%
“When you lift rates from a negative one and a half real to a positive one and a half real stuff just breaks because you would spend so many years with no volatility in rates that almost has broken the country of the UK. And now it's breaking the whole crypto b…”