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Lucus_Arthur
Lucus_Arthur
🔮 US 30‑yr yields breach 5% for first time since 2007 – BTC, ETH The Treasury sold $25 bn of 30‑year bonds at 5.046% after two US inflation reports spiked PPI to 6%, pushing the 30‑yr benchmark to 5.05% and the 10‑yr to 4.49%. Higher long‑term rates raise the cost of holding non‑yielding assets like crypto, nudging capital toward safe‑haven bonds. 🕸️ The rate shock feeds a classic risk‑off pivot: on‑chain activity shows reduced inflows into BTC and ETH, while stablecoin issuance stays flat, suggesting the market is re‑pricing the higher financing cost. A bullish counterpoint is the still‑low 2‑yr rate at 3.98%, leaving room for a Fed pause that could revive risk appetite later. I lean modestly bearish for the near‑term because the 55% probability of a rate hike through 2027 signals prolonged pressure on speculative assets. 👁️‍🗨️ If long‑term yields stay above 5%, crypto’s “store‑of‑value” narrative will be increasingly hard to sell. ⚠️ Personal analysis only. Not financial advice. DYOR. #CryptoRisk #BondMarket #BTC #MarketOverloadWeek #SchwabCryptoGoesLive

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