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Tech & Innovation·September 1, 2026·1 min read

Bessent's 'Bluff' 'Backfired': Pantera's Morehead

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If macro players see Treasury signaling as a failed bluff, volatility around bond announcements becomes part of the operating environment for any treasury holding duration or crypto. Finance and corp dev teams should be revisiting hedging and liquidity assumptions rather than treating policy guidance as a stable backdrop.