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10-Year Yield Breaks 5%, CLARITY Hits a Wall & Trump Takes On AI Fears
Description
BCheque, Legendary and Rahim discuss rising Treasury yields, positioning ahead of FOMC, and whether the CLARITY Act can meaningfully move crypto markets. Plus: tokenized stocks, SpaceX, Apple and Meta, Trump’s AI stance, and the case for buying memory stocks.
00:00 Welcome to Modern Market
01:02 Headlines and other news
03:13 Crypto, stocks and metals: price action
05:07 Robinhood, tokenized stocks and on-chain markets
09:25 SpaceX, AI valuations and the FOMC shopping list
15:08 Apple, Meta and the next AI opportunity
26:16 The 10-year yield breaks 5%
30:10 FOMC uncertainty: positioning without overtrading
40:06 CLARITY Act: what it means for crypto
47:20 Trump, AI guardrails and the race with China
53:54 Trade ideas: memory stocks before or after FOMC?
1:00:03 Final thoughts, risk management and wrap-up
The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.