This is Doc. Tariff wars, 2008 comparisons, and full-blown panic—then the markets pump. $BTC is up 8% in the last 24 hours after traders got shaken out below $75K. The fear was loud, but the structure never broke. If you haven’t already, make sure you catch the latest YouTube video we dropped yesterday. We covered:

  • China’s 84% EV tariffs — real threat or just trader fear?
  • Volatility spike — crisis mode or just short-term flush?
  • Credit & liquidity check — copper, HYG, repo all showing calm
  • What’s next? Breakdown or launchpad?

30Y yields spiked to 5.00%, now easing at 4.80% — volatile but still orderly. SOFR sits at 4.33%, repo is calm. This wasn’t systemic stress — it was just traders caught offside.

Let’s get into the rest of the stories today.