Donald Elefson

The dollar is acting like a haven, but Treasuries are not. Since Feb. 28, DXY is up 5% at the peak and still +2.37%, while the 10Y yield is 30 bps higher, showing investors want USD exposure but are shunning US bond risk. The message: trust the dollar, not necessarily US government debt. Non-US bonds look good too.

Etherfuse built for this moment. Tokenized sovereign bonds in Mexico, Brazil, the EU, the UK, South Korea, and soon Kazakhstan — settling instantly, cutting custody costs, and opening yield to everyone. DTBs aren't coming. They're here.

Traditional bonds: slow settlement, high fees, inaccessible. Tokenized bonds: instant settlement, low costs, $1 minimum. Trump called legacy finance "technically out of date." The shift is happening. Are you early or late?

Mexican peso strong. Etherfuse CETES offer 5.6% peso yield. Good pick-up vs UST with less currency risk. Great for yield trade or collateral onchain