Leave your feedback Share Copy URL https://gographicsoutput.com/video/Py0OuEqcneD.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Fed Hints at Hikes. Yields Hit 19-Year Highs. Markets Are Lost. Here’s how we’re playing it. [dYZhXYt4CjP] Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT The Fed held rates, three officials dissented for a hike, and the bond market delivered its verdict: the 30-year Treasury yield surged to 5.24%, its highest level since 2007. Stocks rallied during Warsh’s press conference, then reversed and dumped into the close. The market doesn’t know what to do, and that’s the story. In this stream: what the bond market is really telling the Fed, why yields at 19-year highs matter more than any rate decision, the Dow’s worst day since April 2025, the memory stock collapse, HYPE’s underperformance and Tom’s winning short, CLARITY shelved again, our new research on PUMP and Zama, and the big picture: when does this bear market actually end? Not financial advice. Education only. 👉 👉 TIMESTAMPS 00:00 Intro 03:54 Fed Holds Rates: Initial Market Reaction 05:02 Powell's Press Conference Breakdown 08:02 Bond Market vs Fed Credibility 11:53 Why Stocks Rebounded After the Fed 14:15 Crypto Market Reaction & HYPE Performance 16:04 Trump, Iran & Midterm Election Risks 18:01 Can Trump Find an Off-Ramp? 20:07 Why Long-Term Bond Yields Matter 26:50 Brent Crude & Oil Price Outlook 29:24 Technical Analysis: Is Oil Still Bullish? 32:47 Treasury Yields, Carry Trade & 10-Year Bonds 36:23 When Will Crypto Become Bullish Again? 39:37 Bitcoin DCA Strategy During Rate Hikes 41:26 Bitcoin, ETH, SOL & HYPE Buy Zones 43:58 Why Tom Shorted ETH Instead of Bitcoin 47:20 Pump.fun Investment Thesis 49:34 Pump.fun Entry Levels & Liquidity Pools 53:22 Circle, Treasury Bonds & Stablecoin Yields 59:15 Meme Coin Targets & Portfolio Expectations 01:01:20 On-Chain Data & ETF Flow Analysis 01:05:12 How Many Fed Rate Hikes Are Coming? 01:07:07 Is 2027 Still the Next Bull Market? 01:09:54 Has Bitcoin Already Bottomed? 01:17:01 Tom's Upcoming Market Outlook 01:18:54 Solana Buy Range Updated 01:26:14 Dubai, Travel & Geopolitics 01:27:08 MicroStrategy vs STRC Debate 01:30:30 Final Community Q&A I5drCEb8J85 w1Gjxlr21RK p1Son0GjyIZ 4Q3CwsTYvcj sCusx8ZZgDr
The Fed held rates, three officials dissented for a hike, and the bond market delivered its verdict: the 30-year Treasury yield surged to 5.24%, its highest level since 2007. Stocks rallied during Warsh’s press conference, then reversed and dumped into the close. The market doesn’t know what to do, and that’s the story. In this stream: what the bond market is really telling the Fed, why yields at 19-year highs matter more than any rate decision, the Dow’s worst day since April 2025, the memory stock collapse, HYPE’s underperformance and Tom’s winning short, CLARITY shelved again, our new research on PUMP and Zama, and the big picture: when does this bear market actually end? Not financial advice. Education only. 👉 👉 TIMESTAMPS 00:00 Intro 03:54 Fed Holds Rates: Initial Market Reaction 05:02 Powell's Press Conference Breakdown 08:02 Bond Market vs Fed Credibility 11:53 Why Stocks Rebounded After the Fed 14:15 Crypto Market Reaction & HYPE Performance 16:04 Trump, Iran & Midterm Election Risks 18:01 Can Trump Find an Off-Ramp? 20:07 Why Long-Term Bond Yields Matter 26:50 Brent Crude & Oil Price Outlook 29:24 Technical Analysis: Is Oil Still Bullish? 32:47 Treasury Yields, Carry Trade & 10-Year Bonds 36:23 When Will Crypto Become Bullish Again? 39:37 Bitcoin DCA Strategy During Rate Hikes 41:26 Bitcoin, ETH, SOL & HYPE Buy Zones 43:58 Why Tom Shorted ETH Instead of Bitcoin 47:20 Pump.fun Investment Thesis 49:34 Pump.fun Entry Levels & Liquidity Pools 53:22 Circle, Treasury Bonds & Stablecoin Yields 59:15 Meme Coin Targets & Portfolio Expectations 01:01:20 On-Chain Data & ETF Flow Analysis 01:05:12 How Many Fed Rate Hikes Are Coming? 01:07:07 Is 2027 Still the Next Bull Market? 01:09:54 Has Bitcoin Already Bottomed? 01:17:01 Tom's Upcoming Market Outlook 01:18:54 Solana Buy Range Updated 01:26:14 Dubai, Travel & Geopolitics 01:27:08 MicroStrategy vs STRC Debate 01:30:30 Final Community Q&A I5drCEb8J85 w1Gjxlr21RK p1Son0GjyIZ 4Q3CwsTYvcj sCusx8ZZgDr