Every Zipp story tagged #BondYields, newest first.
A 2.85% 10-year JGB yield is dragging U.S. Treasuries back toward 4.5%, lifting the opportunity cost of holding BTC at the moment Fed cut bets had revived risk appetite.
The drop pairs a 10% drawdown from the May high with the largest single-week ETF outflow since January, and a global yield reset is siphoning the marginal bid from zero-risk assets.
When price drops without a volatility pop, it usually means the market is treating the move as orderly flow rather than panic.
Bloomberg is flagging rising bond yields as the most significant near-term threat to the AI-driven equity rally — a…
The 4.58% 10-year Treasury print and a 2008-era UK gilt level recast the macro tape in one session — rate-cut bets are gone and the market is now pricing nearly 50% odds of an actual Fed hike.
The Treasury complex is pricing something it hasn't priced since the LTCM era, and the rate shock is squeezing liquidity for risk assets including Bitcoin at the exact moment positioning looks…
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