Bitcoin

Rising yields have been a persistent headwind for crypto, as they increase the opportunity cost of holding non-yielding assets and strengthen the USD. The narrative that this is not a crisis could shift market psychology, allowing crypto to decouple from traditional macro fears and focus on its own adoption drivers.

Podcast episode discusses rising interest rates and bond yields, questioning if surging yields are a crisis.

Bloomberg's Big Take Podcast Challenges the Bond Yield Crisis Narrative

Looking Beyond the Headlines

JPMorgan Warns Hyperscaler Debt Surge Could Push Up Treasury Yields

Bitcoin Shows Weaker Tie to Treasury Yields Than Gold, Data Suggests

Treasury Yields Hit Multiyear Highs, Raising Borrowing Costs

Treasury Yields Hit 19-Year Highs as Bessent's Bond Strategy Stirs Fed Tensions

US 2-Year Yield Rises as Fed Rate Hike Odds Climb to 60%

Treasury Yields Hit Three-Year Highs as Fed Rate Hike Expectations Grow

Gold Slips 1% to $4,590 as US Inflation Lifts Dollar, Yields

Treasury Yields Rise as Fed Rate Hike Expectations Grow

JPMorgan Flags Potential CTA Buying as 10-Year Yield Nears 5%

Gold Extends Five-Day Gain as US Treasury Yields Slip

Bessent Buyback Plan Rattles Treasury Markets, Yields Hit 20-Year Highs

Foreign Buyers Take Biggest Share of 2-Year Treasury Auction Since March

Wall Street Opens Higher as Yields Fall and Oil Retreats

Aviva's Saldanha: Rising Treasury Yields Should Make Stock Investors Rethink

Treasury Yields Near Multi-Year Highs as Bond Market Gains at Week's Start

Bitcoin Stalls Near $77K as PCE Inflation and Jackson Hole Loom

The Fed's constrained policy options—trapped between inflation and fiscal sustainability—point to a structural shift in the global yield curve. This could ultimately undermine the US dollar's purchasing power, making Bitcoin an attractive hedge, but only after a period of heightened volatility and potential liquidity stress.

Pepperstone strategist Dilin Wu comments on the bond market being ahead of the Fed and warns that Fed Chairman Kevin Warsh has only bad options to address rising US bond servicing costs.

Bond Market Is 'Ahead of the Fed,' Strategist Warns, Leaving Warsh With Few Options

As bond market stress corners Fed's Warsh, Bitcoin's rally is a liquidity escape hatch—not a risk-on bubble.

Treasury Yields Keep Rising as Bessent's Buyback Plan Falls Flat

Walmart's Weak Sales Lift Crypto as Treasury Yields Slip

Rising Treasury Yields Pressure Asian Bonds, Dull Gold's Appeal

Treasury Yields Rise as Federal Borrowing Grows, Pressuring Consumer Loans

US Government Borrowing Costs Climb to Highest Since 2007

U.S. Stocks Fall as Treasury Yields, Oil and Chip Trade Weigh

Treasury Yields Hit 2007 Highs as Bond Sell-Off Deepens

Rising Treasury Yields Threaten Asia's AI Stock Rally

AI Hyperscalers' Borrowing Spree Collides With Treasury Demand

AI Borrowing Spree Lifts Treasury Yields, Pressures Gold

US Threatens More Iran Sanctions as Treasury Yields Climb on Tension

Rising Treasury Yields Tighten the Screws on Global Markets