The Bond Market Breakdown Has Started... Stocks, Housing, Crypto Are Next

A new housing law just passed that guarantees prices go higher. Bonds are breaking. And every bank bullish on Bitcoin refuses to buy Stretch.

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The Iran peace deal collapsed and the war is back on, yet US stock markets barely reacted — the AI bubble powering tech kept the S&P and Nasdaq positive while gold and silver sold off, with gold closing at $4,019 and silver falling 3.5% below $60. Bond yields climbed back to cycle highs with the 10-year at 4.56% and the 30-year at 5.06%, and Peter Schiff sees a major breakdown ahead that will hit stocks, housing, and crypto simultaneously.

The 21st Century Road to Housing Bill became law without Trump's signature, and Schiff argues it will make housing worse, not better. Nine decades of government housing policy — every program sold as making homes more affordable — have produced the least affordable housing in American history, because subsidizing demand raises prices and the money ends up in sellers' pockets. Trump has openly said he wants home prices to rise, in the middle of an affordability crisis. Meanwhile SpaceX fell 36% from its highs in under two weeks with every open-market buyer underwater and lockup expirations still ahead. Every Wall Street firm covering Bitcoin is bullish — Citi at $82K, Standard Chartered at $100K, Bernstein at $150K, JP Morgan at $170K — yet not one is buying Stretch at $87.48, where a 13.7% yield proves the market doesn't believe Bitcoin can appreciate 12% a year. They don't believe their own forecasts.

Chapters: 00:00 Markets Defy Bad News 01:38 War Tensions and Metals 05:11 Bond Yields Warning Signs 06:57 AI Bubble and IPO Mania 11:42 Bitcoin Hype and Wall Street 17:07 Dollar Flat Oil Rising 18:09 Housing Bill Political Fight 19:54 Affordability Crisis Explained 24:16 How Subsidies Inflate Prices 32:03 Bubble Collateral Trap 32:58 Jobs Report Media Spin 34:40 Housing Supply Not Subsidies 37:20 Save America Act Debate 41:25 Voting Rights Republic Critique 52:49 Democracy Incentives Corruption 57:12 Two Party No Choice 58:42 Podcast Wrap Up

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