Post
比特帝剧本哥
Show original
对BTC来说，这可不是好消息。
美债收益率越高，持有风险资产的机会成本就越大
尤其现在ETF资金本来就不稳定，再叠加高利率，行情自然容易反复
不过还有一个细节
美债收益率冲到6%，不一定代表经济强，也可能代表市场开始担心美国的财政风险
这两种情况差别很大
如果是经济强，BTC可能承压
如果是财政信用担忧，短期可能引发流动性冲击，长期却可能强化比特币的抗法币贬值叙事$BTC
比特帝剧本哥
#PIMCO warns 10-year US Treasury yield could reach 6%
The US Treasury yield might surge to 6%, and I think this news is even more alarming than the Fed raising rates once more.
Many might not understand what 6% means?
Simply put, the US government would have to pay 6% interest on its borrowing, so how could other assets still easily rise?
The biggest problem with US Treasuries now is no longer just whether the Fed raises rates.
It's that US debt is increasing, the fiscal deficit is growing, and the market is starting to demand higher returns to lend money to the US.
To put it plainly, in the past, when the US issued bonds, everyone scrambled to buy them.
Now, when the US issues bonds, investors start bargaining.
This is interesting.
The more money the US government needs, the more bonds it issues; the more bonds issued, the higher the financing cost might be.
It might end up being a self-imposed tightening. $BTC $ETH
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$81,630.2+0.00%
ETH/USDTEthereum
$2,420.25+0.00%
SOL/USDTSolana
$104.19+0.01%
Today’s market buzz
1#TeslaRoadsterUnveiled
Hot
2#USCPIAndPPITopForecasts
3#SpaceXQ3Earnings
