UK Crypto Landscape in Focus as Starmer Resignation Shakes Political Scene

Trump’s Iran Threats Send Treasuries Lower, Stoking Inflation Fears — Crypto Feels the Heat

Fed Rate Hike Signal Sends Bitcoin Lower as Bond Yields Beckon

Fed Sees Long-End Yields at Decade Highs by 2026, Crypto Faces Headwinds

Kevin Warsh Takes Helm at Fed as Officials Signal Rate Hike

Middle East Truce Fails to Ease Government Borrowing Costs

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Crypto Market Faces Liquidity Drought as $1.2B Binance Outflow, Rising Bond Yields Squeeze Bitcoin

Bond yields are the global benchmark for risk-free returns; persistently high yields drain liquidity from speculative assets like crypto. The fact that strategists point to structural drivers (e.g., US fiscal deficits, term premium expansion) means even a ceasefire won't trigger a dovish pivot, keeping real rates elevated and suppressing crypto valuations.

Bonds

Bond strategists warn that yields will stay high even if the Iran war ends, citing other drivers affecting longer-term borrowing costs.

Bond Strategists Warn Yields Will Stay High Even After Iran War Ends

Bond yields staying high despite war ending is actually bullish for Bitcoin as a store of value.

Global Liquidity Hits $143.4 Trillion, But Bond Yields Cap Bitcoin’s Rally

ECB Urged to Act Quickly on Iran Conflict Inflation Risks

Oil Prices, Bond Yields Drop After Trump Announces Imminent Middle East Deal

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BitMEX Analyst Predicts Bitcoin Supercycle on Rising Bond Yields, Unsustainable Debt

Bitcoin

Prolonged higher bond yields typically tighten financial conditions, reduce liquidity, and strengthen the dollar—all historically bearish for Bitcoin and altcoins. The specific mention of hyperscalers (big tech) highlights a potential spillover: if tech stocks sell off, crypto’s correlation with NASDAQ could amplify downside. This fits a larger trend of de-risking as the market prices in ‘higher for longer’ rates.

Nicolas Bickel, CIO at Edmond de Rothschild Private Bank, stated that prolonged higher bond yields could pose a risk to equities, especially highly indebted companies and hyperscalers.

Edmond de Rothschild CIO Warns Higher Bond Yields Threaten Hyperscalers, Risk Assets

Hyperscaler Debt Risk From Rising Bond Yields Threatens Crypto Mining and DePIN Infrastructure

Fed Policy Shift Lifts Stocks, Oil Falls as US-Iran Talks Progress

US Treasury Yields Hit 2007 Highs, Crypto Faces Demand Headwinds

Bond Yields Spike to Yearly Highs, Putting Fed Under Pressure to Hike Rates

Ethereum Tests $2,100 Support as DeFi TVL Slides to $63B

Fund Managers Dump Bonds for Stocks; Bitcoin Holds $77K Support as ETF Outflows Hit $1.6B

Bitcoin Selloff Meets Low Volatility – Options Traders Eye Straddles

Warsh's Hawkish Stance Raises Prospect of Extended High Interest Rates

Wall Street Rally Holds as Bond Yields Climb, But Narrow Gains Raise Concerns

Bond Yields Surge: Higher Borrowing Costs Loom for Governments, Companies, and Households

Bitcoin Slides to $77K as Bond Yields, Oil Surge; SpaceX Debuts on Hyperliquid

30-Year Treasury Yields Near 5% Threshold, Risk Assets Under Pressure

Rising Bond Yields Threaten Tech and AI Stock Valuations

Bitcoin Dips Below $79,000 as Bond Yields, Inflation Jitters Rattle Crypto

US Consumer Prices Jump 0.6% in April, Bond Yields Climb