Every Zipp story tagged #TreasuryYields, newest first.
Falling Treasury yields and renewed demand from traditional investors give the rebound both a macro tailwind and institutional backing, with core PCE next in focus.
Four sessions of ETF inflows coincided with the highest real yield on the reopened 30-year T since February, and the $183B of 2/5/7-year note auctions on Aug 25–27 will show whether the two can…
With $22.5B less crypto credit available to absorb shocks, the Fed liquidity backdrop and surging Treasury yields are compressing Bitcoin's room to maneuver near key resistance.
Mixed labor data are pushing inflation and Treasury yields to the foreground, making a 25bp move in September or December the key risk for stocks and Bitcoin.
Higher oil can reinforce inflation pressure, while rising Treasury yields tighten financial conditions and make risk assets less attractive.
The rate-adjusted ratio's breakdown raises the hurdle for capital rotation, while seven-figure forecasts depend on a friendlier rate backdrop and reallocations from gold or pensions.
Brent above $83 is not a side story. Pair a fresh oil shock with 10-year yields still parked at 4.67% and the financial-conditions lever tightens exactly as the Fed weighs its next cut.
The payrolls print is only half the signal: Treasury yields will show whether easing hopes can lift Bitcoin or a hawkish Fed keeps it in the range that has held since May.
Buyers accepted $44B of seven-year US debt at 4.473%, a 21bp jump from June's auction, while the Fed held rates and split 9-3, with three officials still preferring a hike.
The former Fed governor's read reframes the policy debate: with 42 days of market-driven tightening already in the tape, the FOMC's next decision is about validating or pushing back on the curve…
For only the second time on record, 2-year yields pay more than the 3-month futures basis, and the entire off-chain stack reads downstream of that one spread.
Bitcoin is range-bound around $65,500 while ETH takes the lead, with macro calm, a hot slate of Big Tech earnings, and upcoming PCE and GDP prints framing the week.
The macro stack hit BTC at once: oil back to $88, 10-year yield at 4.66%, and Polymarket odds on the Clarity Act cut from 46% to 38% in a day.
With the 10-year hovering near 5%, the bond market is no longer a backstop for BTC; it is the marginal seller every time a soft macro print lands.
A record net long dollar position and $700B of leveraged SOFR shorts are the kind of one-sided positioning that snaps the other way. The question is whether Friday's jobs print is the jolt.
Six straight weeks of redemptions and a cumulative $5.94B drain are the headline, but the 2-year yield decoupling from collapsing oil is the more dangerous signal for BTC's near-term recovery odds.
The 10-year yield ripped to a one-year high after a stronger-than-expected payrolls beat, draining the liquidity bid that's carried BTC for months and putting the next move squarely in the hands of…
172K May jobs versus 85K expected isn't just a beat — it's the print that rewires the dots-plot and pulls the next cut window from autumn into 2025, with the 10-year at 4.52% and Bitcoin back below…
The 30-year hit 5.18% on May 20 — a level not seen since 2007 — and the bond market is now dictating BTC's path more directly than any crypto-specific catalyst.
Derivatives data shows the selloff was a long-short wash rather than a structural break — but with the 30-year Treasury yield above 5% and no fresh bid, the tape is range-bound, not bullish.
CoinDesk
CryptoSlate
Benjamin Cowen
CoinTelegraph
Glassnode