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+---
+type: video
+title: "The Hike Phase: Fed Hikes, AI CapEx, and the Long-Yield Signal"
+date: 2026-09-18
+modified: 2026-09-18
+publication:
+  name: Mine Print Hash
+  issue: 2026
+  volume: 38
+tags:
+  - bitcoin
+  - macro
+posse:
+  𝕏: https://x.com/MinePrintHash/status/2101024589325459838
+  YouTube: https://www.youtube.com/watch?v=hxtFTiZtAMQ
+  Substack: https://www.mineprinthash.com/p/the-hike-phase-fed-hikes-ai-capex
+  LinkedIn: https://www.linkedin.com/posts/cotsuka_the-hike-phase-is-underway-matt-dines-breaks-share-7506790266599743491-V8z0/
+---
+
+import YouTube from '@components/youtube.astro';
+
+The hike phase is underway.
+
+Matt Dines breaks down what to watch next: 2-year yields, commodity rollovers, credit spreads, AI CapEx, and the long-end signal that could eventually mark the start of the next expansion.
+
+<YouTube
+  title="The Hike Phase: Fed Hikes, AI CapEx, and the Long-Yield Signal"
+  videoURL="https://www.youtube.com/watch?v=hxtFTiZtAMQ"
+/>