帖子
CL_OKX
Treasury yields are climbing again, and I think this deserves more attention than it usually gets.
Higher yields basically mean investors are demanding more return to hold U.S. government debt. That can quickly affect everything from mortgages and corporate borrowing to stock valuations and crypto.
Personally, I’m watching whether yields stay elevated rather than focusing on one day's move. If investors start accepting higher long-term yields as the new normal, the competition for capital becomes much tougher why take significant risk when relatively safer assets are offering attractive returns?
For BTC, this makes the current market especially interesting. If Bitcoin can remain resilient while yields rise, I’d see that as a stronger signal than BTC rallying when financial conditions are easy.
My focus right now:
Yields ↑ → borrowing costs ↑ → pressure on valuations ↑
The question is whether risk assets can keep absorbing it. 👀
$BTC #USTreasuryYieldsRise
