🥛 90 day pause on tariffs! 🔥

Today’s edition is brought to you by Sensible - your new secret weapon for growing your Bitcoin and Ethereum bags.

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GM. This is Milk Road, we make crypto as simple as cousin Greg!

Here’s what we got for you today:

✍️ 10-yr yields spike→ 90 day pause on tariffs
✍️ 3 buying strategies for volatile markets
🎙️ The Milk Road Show: Have We Already Hit Bitcoin’s ATH? w/ Benjamin Cowen
🍪 Is the AI agents bottom in?

Prices as of 2:00 PM ET. Click here for our Fear & Greed Index.

10-YEAR YIELDS SPIKE 😱 → 90 DAY PAUSE ON TARIFFS 🔥

This morning, everyone was freaking out about 10-year US treasury bond yields rising…

And you know what – I’m going to stop myself right there.

Simply writing that sentence made me want to punch myself, go to the bathroom mirror, and call myself a nerd.

Source: Giphy

Lemme make it up to you by breaking this all down as simply as I know how…

When lots of people want to buy treasury bonds the increased demand pushes the price of the bonds up.

The kicker: when the price of a bond goes up, its yield (the interest rate it pays) goes down.

Why? Because the bond’s interest payment is fixed when it’s issued. So, if you pay more for the bond, that fixed payment is a smaller percentage of what you spent (lower yield).

Ok, I hear you – still kinda confusing!

The point here is this: more demand for bonds = lower yields/rates of return (and vice versa).

In times of market panic (like today) people tend to pile into low risk assets, like treasury bonds: more demand = lower yields.

…so why the hell are treasury yields spiking now??

Source: @Geiger_Capital

The unconfirmed, take-it-with-a-big-grain-of-salt theory right now is that China is dumping their US treasury bonds (lowering the price of bonds → increasing yields). 👇

Source: JTLonsdale

Cool. Why does this matter?

Remember – in order to refinance the $9T of debt due this year (without getting rinsed with interest payments), the US government needs yields/rates to go much lower.

One theory behind these tariffs has been that the government is intentionally trying to spook the market → pushing people into safe assets (bonds) → lowering rates.

So by dumping their bonds, China would essentially be saying “Lol, you wanna tank your markets and lower yields? We’re gonna make it so you get the former, but not the latter.”

(Or however government officials talk).

Ok – that’s kinda scary. Good news is…this just happened:

Source: @StockMKTNewz

TL;DR: 75 countries just had their tariffs knocked down to 10% for the next 90 days — while China had their tariffs raised to 125%.

The takeaway:

This just got downgraded from a global trade war to a China vs. USA trade war…at least for the next 90 days.

And so far, the market is loving it! 🔥

Source: CoinMarketCap

IS YOUR BITCOIN COLLECTING DUST?

So you have a stack of $BTC and $ETH? (Nice!).

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3 BUYING STRATEGIES FOR VOLATILE MARKETS 💰

This should come as no surprise from a team of people that write a daily crypto newsletter, but:

We’re in this for the long haul (decades, not years).

Which means we look at prolonged market melt downs as an opportunity to buy (and long term market spikes as an opportunity to sell).

If you share a similar mindset – here are three (largely hands-off) strategies our PRO team is using to consistently/reliably buy throughout these volatile market conditions:

1/ Limit Orders

Set limit orders to buy fundamentally strong coins once they hit a certain price (i.e. an automation that buys, say, $1k worth of $BTC if/when it hits $72k).

✅ Pros: it’s hard to convince yourself to buy when everything is crashing – limit orders allow you to get out of your own way and let automations do the work.

❌ Cons: Great opportunities can be missed if exact price targets aren’t hit (maybe $BTC dips to $72.1k before ripping higher, and your limit order is never triggered).

Source: CryptoCom

2/ Automated DCA

Set up a recurring purchase for fundamentally strong coins/tokens each day/week/month (e.g. buy $200 worth of $ETH every Sunday at 5pm).

✅ Pros: lets you get out of your own way and doesn’t require an exact price to be hit.

❌ Cons: you are less likely to buy at the lowest possible prices.

Source: CryptoCom

3/ Buy when there’s blood in the streets

When everything is crashing and fear is peaking — you buy. (e.g. $SOL drops from $150 to $120? Buy. It drops from $120 to $100? Buy again).

✅ Pros: you often get the best (lowest) possible prices over the long term.

❌ Cons: this is very hard to do from a psychological standpoint. You might be able to convince yourself to buy on the first dip…but the more it continues, the more hesitant you become.

Source: CryptoCom

These are the exact strategies that our PRO team is implementing right now across both their personal portfolios and the Milk Road PRO Portfolio.

In fact, they just added $100k to the PRO Portfolio in order to continue buying.

But they didn't deploy it all at once.

If you wanna see how much they've invested and what tokens they chose, go PRO to find out!

HAVE WE ALREADY HIT BITCOIN’S ATH? 🤔

We just spoke live with “the internet’s voice of reason” Benjamin Cowen, on today’s episode of The Milk Road Show.

In this episode, Ben walks us through:

How $ETH could fall to $1.1k–$1.2k, matching historical bottoms
Why the bottom may be in for the S&P 500, if it mirrors historical shallow recessions
If $BTC drops to low $60k’s, confidence likely collapses, confirming the top is already in

Plus a WHOLE bunch more! Click below to watch it now. 👇

YouTube | Spotify | Apple Podcasts

BITE-SIZED COOKIES FOR THE ROAD 🍪

Earn passive income with stablecoins! We’ve dropped a page on how to earn yield on your stablecoins by lending them out.

Is the AI agents bottom in? Along with a sharp fall in revenue, it’s been about a week since a new agent launched on Virtuals. Crazy how fast things change in crypto.

Largest long liquidation event for Bitcoin in over 2 years. As we keep saying, don’t mess around with leverage and sit comfy in spot.

WLFI is selling their $ETH at a loss. Eric Trump’s “it’s a great time to add $ETH” doesn’t seem to have aged well.

We’re teaming up with MEXC for a special offer just for new users. Sign up with the exchange, make a few trades and you can win up to 250 USDT.** **this is partner content.