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Renatov
@renatov.eth
Why Bitcoin Will KILL the Entire $147 Trillion Bond Market Main interesting thesis by thread https://x.com/AdamBLiv/status/1941515953071943835 ✅Rising U.S. bond yields, with the 10-year at 4.6% and 30-year breaching 5%, signal structural demand exhaustion in the bond market. ✅Global bond issuance is projected to reach $17 trillion in 2025, reflecting desperate refinancing efforts. ✅Bitcoin processed $4.9 trillion on-chain last year, outpacing traditional financial settlement systems. ✅Bitcoin’s security budget scales WITH price; the bond market’s credibility decays AS yields rise. ✅A 5% rotation from bonds to Bitcoin could drive Bitcoin's price to $355,000 per coin. ✅Recent data shows U.S. 5-Year to 30-Year bond spread steepening to 1.00% for the first time since October 2021, hinting at expectations of persistent inflation ✅Japan's pensions are selling U.S. Treasuries to maintain swap hedges, amid a JPY-USD cross-currency basis of -55 bp in April (Japans institutions already buy $BTC)
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Maks 🟦 🎩 🟧
@maksbu.eth
Нет сил читать , поэтому просто лайк и комент🤣, кроме тебя и меня это читать никто не будет. Уникальный комент.
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