Innlegg

Risk assets and yields rising together right now (BTC and 30Y yields) Textbook says higher yields should pressure risk assets, not sit alongside a rally. A few ways to read it, the yield move might be lagging BTC hasn't repriced for it yet,or the market's treating this as a "growth + inflation, no recession" setup rather than pure risk-off pressure. One of these is mispricing something. Which side do you think catches up yields cooling, or BTC finally feeling the pressure?#USTreasuryYieldsRise