BTC-Gold Ratio Hits 18 as Treasury Signals $4B+ Buybacks
Routine buybacks above $4B would turn Treasury liquidity into a recurring market variable while Bitcoin and gold rally together.
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Routine buybacks above $4B would turn Treasury liquidity into a recurring market variable while Bitcoin and gold rally together.
Possible yield-curve control could sharpen Bitcoin's scarcity appeal if confidence in the world's largest sovereign-debt market starts to erode.
About $650M in spot ETF inflows and a roughly $4B short squeeze amplified the rally, but Bitcoin still competes with Treasuries offering returns near 5%.
The yield reversal gives risk assets a softer macro backdrop, while the 22% XRP upside call rests on a separate argument that Ripple remains undervalued.
The combination broadens the signal beyond price, linking Treasury buybacks, a White House push for the CLARITY Act and tokenized-asset volume.