Tesla just secured $30 billion in new credit, and it hasn't touched a cent of it. With capital spending set to top $25 billion this year, the real question isn't whether Tesla can raise money. It's whether it will need to. Here's what to watch when Tesla reports next.

Bitcoin posted its biggest weekly gain in over 2 years, closing near $77,000 after touching almost $80,000. Gold settled above $4,600 an ounce. And the S&P 500 finished the week down 1.5%. The catalyst wasn't crypto news — it was a U.S. Treasury buyback announcement, and the way different assets read it reveals what investors actually believe about fiscal credibility. Here's the mechanism underneath the move, and the one data point that says the whole trade may be built on a premise the bond market has already rejected.