Publier
MRKIMURARA
🚨📈Oil pushing above $100 adds fresh inflation pressure, while rising Treasury yields keep financial conditions tight and could reinforce expectations for a restrictive Fed.
So… are we cooked? 😋😭
Not yet.
But watch the combination, not one number:
🛢️ Oil > $100
🇺🇸 10Y > 5.2%
🇺🇸 2Y approaching 5%
💵 DXY strengthening
₿ BTC losing key support
If these start moving together, crypto’s liquidity backdrop gets seriously hostile.
The bond market is talking. 👀
$BZ
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