Presidential futures are influencing the 2-year Treasury yield as market participants price in possible shifts in monetary policy. This bond-equity interaction often precedes significant asset allocation changes. If Bitcoin is adopted as a widely used medium of exchange, it has significantly more upside. We’re seeing a slightly positive open, which aligns with the market’s calm following the Federal Reserve’s recent pause on rate hikes. August 2025 inflation came in at 2.8%, easing concerns and keeping overall market volatility low. This environment could favor strategies like selling premium on broad index options, such as those for the SPX. Market data from Bloomberg shows presidential futures implied probabilities diverging from traditional polling data, leading to volatility spikes in politically correlated equity baskets.