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U.S. Treasury Yields Near Multi-Decade Highs; 10-Year Above 5.3%

Wu Blockchain, citing CoinShares, says the 30-year yield rose to 5.7% and digital asset fund inflows slowed.

Darius DaleDD
Wu BlockchainWB
DustyBC CryptoDC
3 Sources, 2h ago, first seen 2h ago

TLDR

Wu Blockchain, citing CoinShares, reports the 10-year Treasury yield above 5.3% and the 30-year at 5.7%, both near multi-decade highs. It says digital asset fund inflows slowed after totaling about $11.1 billion since mid-July. CoinShares argued long-term bond yields may matter more for Bitcoin than Fed policy if rising yields increasingly reflect U.S. fiscal sustainability concerns rather than stronger growth; fund flows have yet to clearly reflect that thesis.

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25.7K

3 Sources, first seen 2h ago

224 likes42 comments41 saves10 reposts

Combined views

25.7K

3 Sources, first seen 2h ago

224 likes42 comments41 saves10 reposts

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

3 Sources

Darius Dale@DariusDale42PLEASE READ THIS: If your portfolio is denominated in fiat currency, please make sure you don’t own any bonds if you desire to have more money on a real basis when the bonds mature, not less. FWIW, we’ve been saying the bond market is broken (because the “schoolyard bully” destroyed it) since late 2021. $TLT is still down ~50% since then. We are sorry for your likely unrecoverable losses if your portfolio has been victimized by an asset-gathering buy-and-hold “investment” strategy like 60/40. Reminder: static pie-chart asset allocations that do not incorporate prospective market risk are NOT an investment strategy. At best they are a simple-to-understand sales pitch that is designed to siphon funds from your retirement account to the bank accounts of people running wealth management platforms. Proper* diversification in the current structural macro regime must feature gold and Bitcoin instead of bonds. You can actually reduce drawdown and correlation risk relative to a standard 60/40 stock-bond portfolio with trend-following. Bills and short-term floating-rate notes suffice during the transitory periods in which you must raise cash. The combination of being in the right assets at the right times creates a positively skewed return distribution. This allows investors to compound returns from a higher net asset value, which speeds up their wealth accumulation and increases their overall quality of wealth relative to buy-and-hold strategies at every interval t. Details here: https://42macro.com/kiss-model-portfolio. Best of luck! —Skipper P.S. For that inevitable time when you realize that relying on luck is not an acceptable choice for your family’s financial well-being: https://42macro.com/testimonials.2h
Wu Blockchain@WuBlockchainCoinShares: Bond Market May Matter More Than the Fed for Bitcoin as Fund Flows Cool CoinShares said on October 8 that digital asset fund inflows have slowed markedly this week after totaling about $11.1 billion since mid-July. Meanwhile, the 10-year U.S. Treasury yield has risen above 5.3% and the 30-year yield to 5.7%, both near multi-decade highs. Following weaker-than-expected September jobs data, the market-implied probability of an October rate hike fell from 71% three weeks ago to 23%. CoinShares argued that the bond market may become a more important driver than Fed policy. If rising long-term yields increasingly reflect concerns over U.S. fiscal sustainability rather than stronger growth, Bitcoin could be viewed more as an alternative to government-issued money. Fund flows have yet to clearly reflect that thesis, making them a key indicator to watch in the coming weeks.1h
DustyBC Crypto@DustyBC🚨𝗝𝗨𝗦𝗧 𝗜𝗡: 🇺🇸 Fed is expected to inject $3,891,000,000 into the economy today.1h
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    3 Sources

    Darius Dale@DariusDale42PLEASE READ THIS: If your portfolio is denominated in fiat currency, please make sure you don’t own any bonds if you desire to have more money on a real basis when the bonds mature, not less. FWIW, we’ve been saying the bond market is broken (because the “schoolyard bully” destroyed it) since late 2021. $TLT is still down ~50% since then. We are sorry for your likely unrecoverable losses if your portfolio has been victimized by an asset-gathering buy-and-hold “investment” strategy like 60/40. Reminder: static pie-chart asset allocations that do not incorporate prospective market risk are NOT an investment strategy. At best they are a simple-to-understand sales pitch that is designed to siphon funds from your retirement account to the bank accounts of people running wealth management platforms. Proper* diversification in the current structural macro regime must feature gold and Bitcoin instead of bonds. You can actually reduce drawdown and correlation risk relative to a standard 60/40 stock-bond portfolio with trend-following. Bills and short-term floating-rate notes suffice during the transitory periods in which you must raise cash. The combination of being in the right assets at the right times creates a positively skewed return distribution. This allows investors to compound returns from a higher net asset value, which speeds up their wealth accumulation and increases their overall quality of wealth relative to buy-and-hold strategies at every interval t. Details here: https://42macro.com/kiss-model-portfolio. Best of luck! —Skipper P.S. For that inevitable time when you realize that relying on luck is not an acceptable choice for your family’s financial well-being: https://42macro.com/testimonials.2h
    Wu Blockchain@WuBlockchainCoinShares: Bond Market May Matter More Than the Fed for Bitcoin as Fund Flows Cool CoinShares said on October 8 that digital asset fund inflows have slowed markedly this week after totaling about $11.1 billion since mid-July. Meanwhile, the 10-year U.S. Treasury yield has risen above 5.3% and the 30-year yield to 5.7%, both near multi-decade highs. Following weaker-than-expected September jobs data, the market-implied probability of an October rate hike fell from 71% three weeks ago to 23%. CoinShares argued that the bond market may become a more important driver than Fed policy. If rising long-term yields increasingly reflect concerns over U.S. fiscal sustainability rather than stronger growth, Bitcoin could be viewed more as an alternative to government-issued money. Fund flows have yet to clearly reflect that thesis, making them a key indicator to watch in the coming weeks.1h
    DustyBC Crypto@DustyBC🚨𝗝𝗨𝗦𝗧 𝗜𝗡: 🇺🇸 Fed is expected to inject $3,891,000,000 into the economy today.1h
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