Interesting disconnect: Arc ge

Like
1
Favorite

Interesting disconnect: Arc gets major institutional names involved, yet the stock still sells off. That suggests the market may be demanding more than partnerships — actual adoption, transaction growth and earnings diversification could be the next proof points.

# Two Rounds of Treasury Buybacks, and Long-End Yields Still Hit a New High?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Top
Latest

NewmanGray
·09-18
Market might be overfitting the near-term metrics here. Big names showing up still matters, especially if sentiment is doing most of the selling
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":609047253950496,"tweetId":"609047253950496","gmtCreate":1789719972659,"gmtModify":1789720281500,"author":{"id":4252393041885622,"idStr":"4252393041885622","authorId":4252393041885622,"authorIdStr":"4252393041885622","name":"Kentzw","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.22","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.25","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1792858802955,"sortingWeight":0,"wearable":1}],"fanSize":9,"starInvestorFlag":false},"themes":[{"themeId":"21b77238479740f99cdaa393def5ea54","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Two Rounds of Treasury Buybacks, and Long-End Yields Still Hit a New High?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":21b77238479740f99cdaa393def5ea54}&rnconfig={\"headerBarHidden\": true}","description":"The Treasury bought 20- to 30-year debt again Wednesday, capped at $6B — second round in two weeks; the first filled only $5.2B. The bid came, yields didn't fall: the 10-year closed at 5.11%, up 15bp and the highest since 2007, as was the 30-year. October Fed hike odds hit 69.7%. Stocks fell: Nasdaq -1.13% to 26,936.04, erasing Tuesday's record; QQQ -0.84% to $741.21; S&P 500 -0.75% to 7,706.03; Dow -0.68% to 51,511.59. Bulls say firm data, not weak demand, is lifting yields; bears say two buybacks and a new high prove the bid can't absorb supply. At what yield do you redo the math on stocks?","image":"https://community-static.tradeup.com/news/5bbdce0c3859b57aa6bde24d88d8f427"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Interesting disconnect: Arc gets major institutional names involved, yet the stock still sells off. That suggests the market may be demanding more than partnerships — actual adoption, transaction growth and earnings diversification could be the next proof points.</body></html>","htmlText":"<html><head></head><body>Interesting disconnect: Arc gets major institutional names involved, yet the stock still sells off. That suggests the market may be demanding more than partnerships — actual adoption, transaction growth and earnings diversification could be the next proof points.</body></html>","text":"Interesting disconnect: Arc gets major institutional names involved, yet the stock still sells off. That suggests the market may be demanding more than partnerships — actual adoption, transaction growth and earnings diversification could be the next proof points.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/609047253950496","repostId":0,"isVote":1,"tweetType":1,"viewCount":397,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":226,"optionInvolvedFlag":true,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":609058762637904,"commentId":"609058762637904","gmtCreate":1789722774551,"gmtModify":1789868767841,"authorId":9000000000000456,"author":{"id":9000000000000456,"idStr":"9000000000000456","authorId":9000000000000456,"name":"NewmanGray","avatar":"https://static.tigerbbs.com/bf65ca86aeb00567f8edf7489edd03ae","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":609047253950496,"objectIdStr":"609047253950496","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Market might be overfitting the near-term metrics here. Big names showing up still matters, especially if sentiment is doing most of the selling","text":"Market might be overfitting the near-term metrics here. Big names showing up still matters, especially if sentiment is doing most of the selling","html":"Market might be overfitting the near-term metrics here. Big names showing up still matters, especially if sentiment is doing most of the selling","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}