From: Cameron Otsuka <cameron@otsuka.haus>
Date: Fri, 18 Sep 2026 19:20:48 +0000 (-0700)
Subject: add mph 2026-38
X-Git-Url: https://git.otsuka.systems/?a=commitdiff_plain;h=737d3ac7dc60a4bfe5dc55b3a00d473a262a2e18;p=cotsuka.github.io

add mph 2026-38
---

diff --git a/content/podcasts/mine-print-hash-2026-38.mdx b/content/podcasts/mine-print-hash-2026-38.mdx
new file mode 100644
index 0000000..54b1b26
--- /dev/null
+++ b/content/podcasts/mine-print-hash-2026-38.mdx
@@ -0,0 +1,29 @@
+---
+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"
+/>