#USTreasuryYieldsRise

#USTreasuryYieldsRise Bonds are sending a warning that reaches far beyond Wall Street 👀 The 10Y hit 5.2% while the 30Y reached ~5.46%, pushing mortgage rates to 7.45%. What caught my attention is the ripple effect. Higher yields don't just hurt bonds. They raise the cost of buying homes, funding companies and owning risk assets. Treasury buybacks can improve liquidity, but they can't erase expensive money. If yields stay here, valuation pressure may become the bigger story.

#USTreasuryYieldsRise The 10-year Treasury yield reaching 5.2% is striking, but the number that really caught my attention was the 7.45% mortgage rate 🏠 The 30-year yield has also climbed to around 5.46%, its highest level in 22 years. With the Fed hiking again and further tightening still being discussed, higher borrowing costs are spreading well beyond the bond market. To me, this is where monetary policy becomes very tangible. Expensive mortgages pressure housing affordability, while higher financing costs make companies more cautious about investment and debt. Risk-asset valuations also face a tougher comparison when government bonds offer higher returns. The Treasury is expanding long-term debt buybacks to support market liquidity, but that doesn’t remove the broader cost pressure. I’m curious which area feels the strain first: housing, corporate borrowing, or high-valuation assets 📊

Bullish scenario: Inflation concerns ease, risk appetite improves, and BTC reclaims resistance. Bearish scenario: Rate expectations rise further, buyers step back, and crypto support levels come under pressure. A technical breakout without supportive macro conditions can be vulnerable to sharp reversals. The market needs confirmation, not just optimism. Are macro conditions going to support the next crypto rally, or become its biggest obstacle?

🥇 XAU vs ₿ BTC — NEWS UPDATE Gold (XAU/USD) has slipped to around $4,260, pressured by a stronger U.S. dollar and rising Treasury yields. BTC has also fallen below $83,000, reaching about $82,875 as the 10-year Treasury yield climbed to around 5.11%–5.15%. $BTC XAU: ~$4,260 BTC: ~$82.9K Main driver: Rising U.S. yields + stronger dollar Market theme: Both assets are facing increased macro pressure and volatility. #BTCPullbackAltRotation #USIranRiskPremium #CostcoQ4EarningsWatch

Macro: U.S. bond yields are currently a major driver of crypto volatility. For a trader, the key story right now is BTC’s rejection from $87K and the resulting altcoin weakness. This is market information, not a prediction of where prices will go next.

📉 Bitcoin slips to $83K as bond yields surge #BTC dropped to around $83,300 as U.S. Treasury yields climbed to their highest level since 2007, putting pressure on crypto and other risk assets. The weakness spread across the market, with ETH, SOL and XRP also trading lower, while the U.S. dollar strengthened. Traders are now watching Friday closely, when more than $17 billion in BTC and ETH options are set to expire, potentially adding another burst of volatility.

So CT has decided cycle bottom is 5 Oct... Why? BTC topped 6-Oct-25, and bottoms come ~12 months after tops. So day's plan is: yields rip, markets puke, everyone buys the dip perfectly. Very convenient...the most entertaining outcome is the most likely? See you in SG 🇸🇬

Bitcoin just slipped back under $84,000. 📉 📊 US Treasury yields hit their highest since 2007 🛢️ Oil rebounded, pressuring risk assets 🐕 $DOGE led losses, down 8% $18.1B in $BTC and $ETH ETH options expire Friday, call-heavy book could swing volatility either way. Healthy pullback after $87K, or something bigger? Where does $BTC BTC go? #BTCPullbackAltRotation #USIranRiskPremium #CostcoQ4EarningsWatch