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US Treasuries just closed their weakest decade since 1803, and a roughly 5% long-end yield now offers institutions a competing risk-free return against non-yielding Bitcoin. The transmission channel is the discount rate and opportunity cost: higher real yields raise the hurdle for zero-coupon duration assets like BTC and compress ETF allocation demand, while also tightening liquidity across long-duration equities. Watch whether 10-year and 30-year yields hold above 5% and whether spot Bitcoin ETF flows turn persistently negative, since a yield rollover would flip the same channel back in crypto's favor.
As a Research signal, watch whether it changes price action, volatility, or flows around BTC, ETH, GC=F.
Original Source: BeInCrypto
This page is market information analysis, not investment advice.
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Influencer Threads
The author notes that Bitcoin has fallen into the roughly $78,300 zone marked in blue and that a retest of that level is currently underway, with a comparison drawn to a similar instance earlier this year. This is the author's chart-based read on BTC price structure, and the remainder of the comparison is not fully available in the post.
Dalio argues that money has no intrinsic value and only matters when tied to a clear purpose, questioning whether it improves friendships, marriage, or relationships with children. In his view, real success is knowing your nature, finding the best path through it, and being able to look back and say that was the life you wanted.
Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain even though struggle builds both body and mind. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain whether they are building the body through weight lifting or the mind through frustration, struggle, embarrassment and shame. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
