Global bond yields surge as debt fears test bitcoin’s hedge narrative
Longterm borrowing costs are reaching multidecade highs as U.S. debt approaches $40 trillion and AI hyperscalers accelerate bond issuance. Source：CoinDesk
Stocks keep shrugging off rising Treasury yields. Here’s the level that could finally trigger a selloff.
The yield on the 10year Treasury yield continues to climb, but our call of the day from Strategas says that ascent will be much higher before stocks start to…
Live updates: Bitcoin holds $64,000 as surging yields and oil drain risk appetite
The 30year Treasury yield hit its highest since 2007 and Brent topped $91 as the USIran conflict escalates, pressuring stocks. Bitcoin is holding its range,…
Live updates: Bitcoin slips below $63,000 as oil, yields climb
WTI crude tops $82 a barrel, adding inflation pressure and weighing on risk assets as bond yields rise. Source：CoinDesk
Forecasts for $1 million bitcoin price likely look too ambitious, key ratio suggests
The thesis is that high yields on longterm U.S. Treasuries make nonyielding assets like bitcoin less attractive. Source：CoinDesk
The $30 trillion Treasury market is facing a painful reckoning. How rising yields could squeeze your portfolio.
The roughly $30 trillion Treasury market — widely seen as the bedrock of the global financial system — is facing a dangerous reckoning driven by a perfect…
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,…
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.…