According to The Kobeissi Letter, the yield spread between Microsoft’s 30-year bond (MSFT) and the US 30-year Treasury has narrowed to just 20 basis points, marking the lowest level on record (source: The Kobeissi Letter, May 28, 2025). This significant compression—down 100 basis points since 2020—signals heightened investor confidence in Microsoft’s creditworthiness, effectively treating Microsoft bonds as nearly risk-free. For crypto traders, this tightening spread highlights a broad risk-on sentiment and increasing demand for alternative assets as traditional bond yields converge, potentially supporting continued inflows into digital assets as investors seek higher returns (source: The Kobeissi Letter, May 28, 2025).

According to @ameliamariec, tokenized public equities such as AAPL and MSFT are essential for the growth of Internet Capital Markets because they provide both real-world value and high trading velocity. This 'Missing Middle' asset class bridges the gap between pure speculation and permissionless blockchain infrastructure, making them attractive for traders seeking liquidity and tangible value. The introduction of tokenized equities is expected to increase on-chain trading volumes and create new arbitrage opportunities, boosting activity on decentralized exchanges and benefiting the broader cryptocurrency market (source: @ameliamariec, Twitter, May 13, 2025).

According to The Kobeissi Letter, Microsoft (MSFT) surged over 10% on May 1, 2025, positioning itself as the largest public company globally. This significant price movement boosts trading volumes and increases institutional investor interest, making MSFT a focal point for momentum traders seeking exposure to large-cap tech stocks. The event is likely to influence sector rotation strategies and may prompt rebalancing in major indices, as reported by The Kobeissi Letter via Twitter.

According to @KobeissiLetter, Microsoft, under the ticker $MSFT, has announced the official shutdown of Skype, a platform that has been operational for 21 years. This decision is likely to impact Microsoft's stock performance and may influence investor sentiment as the company pivots to other communication solutions. Traders should monitor $MSFT closely for potential volatility in the short term.