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Bitcoin is holding around $77,000 while a synchronized global bond selloff lifts long-end yields and renewed U.S.-Iran tensions push crude higher. The channel is discount-rate and inflation-expectation driven: higher real yields compress valuations for long-duration risk assets including BTC and ETH, while an oil-led inflation impulse trims the odds of near-term Fed easing and supports the dollar. Watch the 10-year and 30-year UST yields, DXY direction, and whether U.S. spot Bitcoin ETF flows stay net positive; sustained ETF outflows alongside rising yields would confirm the post-rally bid is fading rather than consolidating.
As a Crypto signal, watch whether it changes price action, volatility, or flows around BTC, CL=F, ETH.
Original Source: The Block
This page is market information analysis, not investment advice.
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