U.S. CPI inflation slows to 3.4% as expected, bitcoin holds near $64,000
Both headline and core inflation matched economists’ expectations, while bitcoin held near $64,000 and Treasury yields declined. Source：CoinDesk
A rare CME shift: Hedge funds abandon structural shorts to bet on a bitcoin rally
CME leveraged funds turn net long as weak futures yields undermine the oncepopular basis trade. Source：CoinDesk
There are good reasons why higher bond yields are here to stay, this strategist says
Investors are demanding higher rates when they buy longduration bonds because there is less demand, higher supply and a hot mess of policy uncertainty,…
Live updates: Bitcoin nears $65,000 as oil, inflation hopes keep macro bid alive
Trump’s comments on jobs, inflation and a possible Strait of Hormuz deal have helped risk sentiment, but bitcoin’s next move depends on whether lower oil…
US yen intervention puts Bitcoin, risk assets on notice for liquidity flux
The first USJapan joint yen intervention in 28 years came amid record bond yields and worries about the yen carry trade. Source：Cointelegraph
Traders in the world’s most important financial market are bracing for a wild stretch ahead
Volatility is ticking higher in the $30 trillion Treasury market as investors bet that yields will push higher. Source：MarketWatch
Bitcoin may find bear market bottom in August: 10x Research
Bitcoin could confirm an August bearmarket bottom, though rising Treasury yields could force the Fed to raise rates in September, according to 10x Research.…
The bitcoin futures yield collapse: Once over 20%, now less than Treasury notes
Bitcoin futures’ oncerich carry has evaporated, with quarterly basis yields trailing two‑year U.S. Treasuries since February, a sign of shrinking arbitrage and…
Bitcoin slips under $63,000 despite Iran deal hopes as Coldcard losses rattle market
Oil and Treasury yields fell after fresh U.S.Iran talks eased inflation fears, but bitcoin and ether failed to catch a bid as fresh Coldcardlinked sweeps…
US Treasury yields rise as TIPS challenge the inflation narrative
TIPS data points to rising real yields, not inflation, a dynamic that weighs on nonyielding assets like Bitcoin. Source：Cointelegraph
Bond market is calling Warsh’s bluff on inflation fight as yields surge
The yield on the 30year Treasury bond touched its highest level since 2007 during Warsh’s press conference. Source：MarketWatch
Strategist’s mathematical formula for Trump’s ‘TACOs’ borne out by weekend ceasefire
It appears the White House was beginning to feel the pressure of rising bond yields and falling stock prices. Source：MarketWatch