Postare

Seeing the U.S. 30 year Treasury yield reach levels not seen since 2007 definitely gets my attention. Long-term yields might not get the same hype as CPI or Fed meetings, but I think they tell us something important about what the bond market is pricing in inflation expectations, government borrowing, growth, and where interest rates could stay over the longer term. What I’m watching now is the ripple effect Higher long-term yields can make borrowing more expensive, put pressure on expensive stocks, and make bonds more attractive compared with riskier assets. For crypto, I think the interesting question is whether BTC can remain strong even while yields stay elevated. Personally, I wouldn’t look at this as automatically bullish or bearish. I see it more as another sign that the “higher for longer” conversation may not be finished yet. #30YYieldHits2007High $BTC