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Don't remind me again today

Month kicked off with a rough start—exactly the kind of mess nobody saw coming. Bitcoin sliding, speculative plays getting crushed, yet the companies we're actually backing? They're doing fine. The real chaos? Japan's 10-year yield spiking. Currency hedge funds are scrambling. When macro factors like bond yields explode overnight, it doesn't matter how solid your portfolio companies are. The tape just bleeds red.

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governance_lurkervip
· 5h ago
When macro conditions explode, all fundamentals become useless. This surge in Japanese bond yields has directly crushed the entire market data... no matter how solid the portfolio is, it can't stop the tape bleeding situation.
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MidnightTradervip
· 5h ago
The yield on Japan's 10-year government bonds is really outrageous, it can shatter all fundamentals overnight.
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GasFeeBeggarvip
· 5h ago
Japan's yield this time is really incredible... no matter how good the fundamentals are, it can't withstand the macro dumping.
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PrivacyMaximalistvip
· 5h ago
When the macro explodes, everything is in vain; even the best projects will bleed.
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