U.S. Treasuries

“They have publicly declared that they are selling off US treasuries and buying gold instead.”

“Another financial legend, Stan Druckenmiller. Gave an interview where he has something like a 20% short position, meaning 20% of his holdings are short US treasuries right now.”

“I just gave the best investor to the best public trade of the year, which was Druckenmiller, when he shorted treasuries. Told everyone inflation is not under control yet. We still have a ways to go. No one was listening. He shorted treasuries. We don't know wh…”

“Yeah, and you know, it's a good time to buy U.S. Treasuries then. Yeah. I think a lot of the trade in Treasuries has been on the expectation that U.S. Debt levels and deficit levels will continue to climb, and we're not going to get out of the, you know, the s…”

“It gets invested in one thing, US treasuries, which have averaged about 4.8% return since the beginning of the program per year.”

“The thing that US dollar stablecoins does is it starts to replicate one of those advantages, which again, if you think about having a release valve for the US economy, and if we needed to, all of a sudden scream to 200% debt to GDP. The real question is, where…”

“When that trade unwinds, what you're going to have are net sellers of up to, as Freebrooke said, a trillion plus dollars of US treasuries. What will that do? It will further exacerbate the market's reluctance to own US treasuries, which means yields go even hi…”

“In the last 10 years, U.S. Treasuries held by foreign holders has declined from 34%.”

“This year, they'll be the fourth largest purchaser of US treasuries.”

“The amount of debt that we have in the country is something that is, we're starting to see manifest itself in the markets, and we'll make it so that they look for alternatives if they feel like the return characteristics of a treasury are different than what t…”

“I think within five years, the internet is going to be the largest holder of US treasuries.”

“Under the Genius Act that got passed into law last year, US regulated stable coins have to have 100% of the assets stored in short term US treasuries.”

“I think that it's likely down the road.”

“If you take a look at the thirty-year treasury yield, we just crossed 5.2% for the first time in 20 years.”