Bitcoin Faces 3% 30-Year TIPS Test as Real Yield Hits 17-Year High
A near-3% real yield on US 30-year TIPS sets up the stiffest opportunity-cost rival bitcoin has faced, even as spot BTC ETFs keep pulling in roughly $1B a week.
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A near-3% real yield on US 30-year TIPS sets up the stiffest opportunity-cost rival bitcoin has faced, even as spot BTC ETFs keep pulling in roughly $1B a week.
SpaceX's newly listed $SPCX shares have already delivered returns that exceed holding Ethereum over the past five years…
The exit isn't framed as a bear call on Ethereum — it's an opportunity-cost call, and the more telling admission is Hoffman's view that ETH lacks the coordination and execution to re-rate.