Global Bond Rout, Goldman AI Paradox, Iran Deal Rumors

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Global bond markets in full rout with UK 30-year yields hitting 5.78%, the highest since May 1998 and 80 basis points above the Liz Truss crisis peak • US 10-year Treasury yields spike to 4.42% as energy shock from Hormuz conflict forces central banks worldwide to consider rate hikes instead of cuts • Breaking: Reuters reports US and Iran closing in on war-ending memo as bond market pressure forces political action, Trump calls Iran's 10-point proposal "workable" • Goldman Sachs reveals AI paradox: 95% of enterprises getting zero ROI on $30-40 billion GenAI spending while their own data shows 12x token consumption growth by 2030 • Palisades fire arsonist Rinderknecht searched "free Luigi Mangione" and "kill all billionaires" before allegedly starting deadly blaze, highlighting consequences of normalizing political violence • New raw milk safety data demolishes hysteria: only 170 hospitalizations and 2 deaths from 2005-2020 across tens of millions of gallons, zero illnesses in NY and California despite legal sales • Norway joins Pax Silica as 15th country in US-led consortium countering China's critical minerals influence ahead of Trump-Xi summit May 14-15 • US budget deficit doubles in Q1 to $33.5 billion as military spending from Iran conflict drives costs higher just as borrowing rates spike Get the full written brief with all links, sources, and on-chain data — subscribe free at tftc.io/bitcoin-brief