Jeff Park(@dgt10011):If you have to pay more interest bc you raise rates esp as you move towards increasing t bills (reverse operation twist) then you worsen your own credit because youre accelerating both the timing and prob of default at same time-> higher roll risk higher term premium The end

Jeff Park

@dgt10011

Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ Heretic. ex-@morganstanley @stanford. Views are my own. NFA

Joined March 2009

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Jeff Park@dgt10011

2026.09.17 01:57

If you have to pay more interest bc you raise rates esp as you move towards increasing t bills (reverse operation twist) then you worsen your own credit because youre accelerating both the timing and prob of default at same time-> higher roll risk higher term premium The end

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